If your work happens in the field, it runs here.
Not every trade fits a labeled page, and that is fine. If your business schedules recurring visits, sends people to sites, runs a checklist, and bills for it, TraceLock is built for exactly that shape of work.
The friction you already know.
Recurring work tracked in your head
The visits that repeat are the ones most likely to slip when it gets busy.
On TraceLock: recurring schedules generate their own visits and surface in triage before anything ages out.
A stack of tools that don’t talk
A CRM, a scheduler, a field app, and a spreadsheet stitched together by hand.
On TraceLock: scheduling, dispatch, field, quotes, and invoicing share one record and one login.
Field work that never reaches the office
What happened on site lives on paper or in a text until someone re-keys it.
On TraceLock: the field app captures the checklist, photos, and signature, and it syncs straight to the office.
Lead to signed, one thread.
The same five moves, whatever you service. Each stage hands clean data to the next, so nothing gets re-entered.
Job or recurring
One-off jobs and recurring visits both become scheduled work.
Repeats itself
Recurring schedules generate their visits on the cadence you set.
Route the day
Assign by skill and availability, group stops by area.
Run the checklist
Your own checklist, photos, and signature, captured on the phone.
Report & invoice
The report and invoice are ready before the tech leaves the site.
A field app you can shape to your work.
Build the checklist your jobs actually need, and your crew runs it on the phone: scan or select the site, work the steps, capture photos and a signature. It queues offline and syncs when there’s signal, so nothing gets re-keyed at midnight.
The whole operation, one login.
The same modules that run our flagship fire-safety business, pointed at your work. Deep where it counts, honest about the rest.
Scheduling & recurring visits
Recurring schedules from a template, a drag-and-drop calendar, and auto-assignment by skill and availability. Set it once, it repeats.
Triage - nothing slips
Every unscheduled job, overdue visit, and open deficiency in one live board. The work that needs a decision never falls through.
Routing & dispatch
Group the day’s stops by area, send each tech their route, and cut the windshield time between calls.
Quotes & invoices
Quote, get it signed, convert to an invoice, and sync to QuickBooks and Stripe. Money stops leaking between the truck and the office.
Offline field app
iOS and Android. Scan, check off the job, capture photos and a signature. Queues offline in a dead zone, syncs the moment you have bars.
Equipment & asset tracking
Every unit you service, its full history, and what’s due next - tagged, searchable, and tied to the site.
Customer records
One record per customer: sites, contacts, job history, and documents. An optional portal lets them see and book work themselves.
Reports & exports
Signed PDF reports, one-click record bundles, and a full CSV export of your own data, any time you want it.
Honest about records.
For trades outside fire safety, TraceLock does not claim an industry compliance certification. What it does is keep your schedules, checklists, service records, photos, and signatures in one place, timestamped and exportable.
Whatever your work is, the record of it prints as a clean report and exports as CSV whenever you want it.
Put your next job on TraceLock.
30 days free. Bring your customer list and a coffee. We’ll have you running live work before the next call-out.