Backflow tests, service calls, and signed reports.
From annual backflow assemblies to same-day service calls, TraceLock schedules the recurring work, dispatches the day, and captures the test result and signature on the phone so the report is done before the truck pulls away.
The friction you already know.
Backflow annuals you have to chase
Assemblies come due across dozens of addresses and the reminder lives in your head.
On TraceLock: each assembly is an asset with its own annual test schedule and a reminder before it’s overdue.
Test results on paper
The gauge reading gets scribbled on a form, then keyed in later, sometimes wrong.
On TraceLock: record the test values on the phone at the assembly, attach a photo, and store it against that unit.
Quotes that die in the truck
You spot a corroded shutoff, mean to quote it, and forget by the next call.
On TraceLock: quote the extra work from the field, get approval, and convert it straight to an invoice.
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.
Call or recurring
A leak call or an annual backflow test both land as scheduled work.
Annuals repeat
Backflow and grease-trap intervals generate their own visits on cadence.
Route the day
Group stops by area, assign the tech, attach the test kit.
Test & record
Log the backflow readings, photo the assembly, capture a signature.
Report & invoice
The test report and invoice are ready before the tech leaves the site.
Capture the test where the assembly is.
Techs pull up the assembly, enter the gauge readings, photograph the tag, and sign it off - standing at the backflow, not back at the shop. Service calls get the same treatment: parts, labor, photos, signature, done.
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.
TraceLock does not file your backflow results with the water authority and is not a plumbing certification. What it does is capture the test values, the photo, and the signature, and keep them timestamped against that assembly.
When a customer or an inspector wants last year’s report, it prints as a clean PDF and exports with the rest of your data any time.
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.