The field service software that plans jobs and routes itselfField service software that plans itself

No more shuffling jobs on a planning board: Trailo’s AI agent plans the jobs and routes of all vehicles automatically, with up to 90% less time spent on planning. Your technicians and drivers see their route in the app and document on site.

Without an ERP: up and running in minutes via Excel · With an ERP: your ERP stays, Trailo plans

Small teams: test on your own, 14 days free · From ~10 vehicles: demo

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With driver app for iOS and Android

Sound familiar?

A perfectly normal morning in dispatch

  1. 06:45
    Excel open, WhatsApp overflowing

    Two drivers called in sick, three are asking for their route. Yesterday's spreadsheet is already out of date.

  2. 07:10
    Excel on the left, Google Maps on the right — third attempt

    Looking up addresses in Maps one by one, shuffling the order in Excel. Customer A's time window clashes with customer B's — so it's back to square one, for eight vehicles.

  3. 08:20
    “Where is the technician?”

    Customer on the phone. Nobody knows where driver 3 is right now — so you call the driver, who is standing on a ladder.

  4. 10:05
    Emergency job comes in

    A contract customer has a breakdown. Five routes need reshuffling — 25 minutes of phone calls to every driver.

  5. 12:30
    Typing up the morning's paperwork

    Reports, photos, signatures — from clipboard into the computer. Error rate included.

  6. 16:40
    Done for the day? Tomorrow's plan first.

    And tomorrow at 06:45 it all starts again.

Many teams move from Excel to a digital planning board. The plan looks nicer, but the puzzle is still yours.

The same day with Trailo Day plan in minutes instead of hours, the emergency slotted in with a slot suggestion, status without phone chains, documentation right at the stop.
Try it yourself
Results

What automated route planning delivers

It pays off with several technicians, recurring jobs and breakdowns during the day — usually from about five vehicles or with frequent short-notice changes.

up to −90%

planning time

Example: one planning day
manual2 hrs
with Trailo12 min
  • up to +20%stops per day
  • up to −15%fuel cost
Up-to values, not measured customer results. Based on our own assumptions and public studies on route optimization. Example planning time: if you plan about 2 hours a day with Excel and Google Maps today, automatic planning takes about 12 minutes (−90%). How much is possible for you depends heavily on your starting point.
How the trial works

From your Excel list to the first optimized route

Whether Trailo reduces your planning effort becomes clear with your own jobs — here is how to get there.

  1. Import customers and jobs

    Two lists as CSV or Excel: customers with company name and address, then jobs with title and customer name. Optional: date, duration, time window, technician, recurrence. Addresses are geocoded automatically.

    name;street;zip;city
    Office Building North;Leopoldstr. 44;80802;Munich
    geocoded 48.1598, 11.5857
  2. Add vehicles, let Trailo plan the day

    Add vehicles and shifts, then Trailo plans the day for all of them together and suggests the best day and technician for new jobs.

    SuggestionTue 09:00–11:00
    Schwabing area · Route 2 · Load 6 of 8
  3. Drivers head out

    Routes go straight to the mobile app or are shared as a PDF tour list.

    Stop 3 of 709:40
    Leopoldstr. 44, 80802 Munich

Product features

Planning

Route planning in one view

Shifts on the left, map on the right. Move stops, close gaps, lock routes — all in one view.

  • ✓Multi-depot support
  • ✓Reorder stops freely
  • ✓Gap detection
  • ✓Shift lock
Vehicles
  • VW CrafterK-AB 1234 · 6 stops
  • 08:30 Müller GmbH
  • 09:15 Clinic North
  • 10:00 Auto Schmitt
  • 11:00 POS Downtown
  • Sprinter L2DO-MK 88 · 4 stops
  • Iveco DailyE-LH 921 · 7 stops
Optimal Routes

Trailo plans. You stop dragging.

Assigning jobs is not optimizing. A planning board shows you where there’s room, and you drag. Trailo calculates the whole day for every vehicle at once and finds the balance between maximum utilization and clean adherence to every rule: time windows, opening hours, region, preferred-technician rules, shift locks and more.

  • ✓Established VRP solver with modern heuristics
  • ✓Multi-stop, multi-driver, multi-depot, multi-region
  • ✓Service contracts with recurring visits + ad-hoc requests in one plan
  • ✓Constraints: time windows, customer opening hours, driver preferences, shift locks
  • ✓Plan Day (full day) and Bulk Plan (multiple days in one pass)
  • ✓Soft / hard locks — manual overrides are preserved
  • ✓Optimal balance: utilization vs. service quality
  • ✓Utilization hint: "Today you could save a driver"
Stop · Auto Schmitt KG
Maintenance unit #4
✨ AI recommendation
Wednesday, 09:30 — Anna Weber
+20% stops · within time window · region fits the tour
Map

Live map with realtime stops

Click any marker and the detail panel slides in. Flexible stops show as semi-transparent — Trailo helps you slot them in sensibly.

  • ✓Click-to-detail panel
  • ✓Flexible stops visually distinct
  • ✓Automatic routing between stops
✨ Trailo AI · optimized
Stop · 09:30
Müller Hofgut
Maintenance · 30 min · Anna
Stop · 10:15
Clinic North
Delivery · 15 min · Lisa
Stop · 14:45
Auto Schmitt
Repair · 45 min · Tom
Forms · Operator plan

Form builder for every tour

Build your own forms — maintenance reports, pest control protocols, delivery receipts. Conditional logic decides which questions appear when.

  • ✓Arrange fields freely
  • ✓Conditional logic (if → then)
  • ✓Photo, signature, geo-stamp on form submission
  • ✓Export as PDF & CSV
More on forms & work orders →
Form · Maintenance report
Draft Publish
Field types
Aa Text ☐ Checkbox ◉ Choice 📷 Photo ✍︎ Signature # Number
1 · Choice · required
Unit operational?
Yes No With defects
2 · Photo · up to 5
Document condition
📷📷📷
↓ Drop field here
3 · Signature
Customer · sign-off
λ Logic: if answer 1 = "With defects" → show question 4 (defect description)
AI Chat Live

Plan in natural language

"Plan all stops in NRW for Wednesday" — and Trailo builds the tour. Ask, refine, accept. Like a colleague in chat. Included in the Professional tier, runs as Bring-Your-Own-Key — setup in under 2 minutes.

  • ✓Natural language
  • ✓Multi-step corrections
  • ✓Apply directly to the plan
More on the AI assistant →
Trailo AI Chat
Plan all maintenance appointments in NRW for Wednesday.
Found 12 stops. Suggestion: 3 drivers, 4 stops each, starting at 07:30. Done in seconds, not hours.
📋 Tour preview · Anna · Markus · Lisa
Apply — and schedule Anna a break at 12:00.
Replying…
Mobile App

Trailo driver app for the road

Tours straight on the smartphone, offline-capable, re-optimization with a single tap. Available now on the App Store and Google Play — for iOS and Android.

  • ✓Offline mode for dead zones
  • ✓Live routing on the map
  • ✓Mobile forms & signature at the stop (Operator)
  • ✓Re-optimization with a single tap
  • ✓Spontaneous stops mid-tour
  • ✓Create new tasks on the road
  • ✓Google Maps & Apple Maps navigation
  • ✓Modern, lean interface
More on the driver app →
Why Trailo?

Excel, planning board or Trailo?

Excel & Google Maps
Digital planning board
trailo
Who builds the tours?
✗You, row by row
✗You, by drag & drop
✓The algorithm, for all vehicles at once
Emergency at 10 a.m.
✗Phone chain to every driver
✗Search for a gap by hand
✓Slot suggestion for the day, rest of the tour recalculated
Job without urgency
✗Next free day
✗Next free day
✓The day someone is nearby anyway
Drive times
✗Looked up one by one in Google Maps
~Drive time from a map service
✓With typical rush-hour traffic for the time of day
Save a vehicle
✗Not visible
✗Not visible
✓Alert when a vehicle isn’t needed
Setup time
✗Hours of sorting per week
~Faster sorting, still by hand
✓First plan the same day
Address check
✗Typos discovered by the driver
~Depends on the vendor
✓House-number accurate, validated before the tour
Trust & Security

Enterprise security, no compromise.

  • 2FA & backup codesTOTP, trusted devices, recovery codes
  • GDPR-compliantEU hosting in Frankfurt, data export anytime
  • Encrypted transmissionTLS 1.3 for all API calls
  • Audit logsTraceable changes per user & action
  • Automotive-grade map dataHouse-number-accurate addresses — the premium data foundation of leading car manufacturers
Integrations

Plug into your existing ops system

Trailo complements your ERP, CRM or invoicing software instead of replacing it: customers and jobs arrive via Excel/CSV import, Pipedrive sync, Zapier or the Developer REST API.

  • PPipedrive
  • ZZapier
  • {}REST APIPro
  • ⤓CSV Import

Excel/CSV import, Pipedrive CRM sync (bidirectional) and 7,000+ apps via Zapier in all plans. The REST API is included from Professional.

Optional · included with Enterprise

More complex integration? We'll handle it with Trailo Kickstart

Data migration, ERP or multi-system integration and team training — guided, productive in days instead of weeks. With your existing systems, not against them.

Priced individually based on scope Book a call
Clarification

What Trailo is and what it is not

To avoid misclassification: Trailo is the operational platform for dispatch, route optimization and — in the Operator plan — mobile documentation. Quotes, invoices and accounting stay in your existing system.

Trailo is

The planning and execution layer for service fleets

  • VRP optimization engine with constraint depth — established solver that handles time windows, customer opening hours, multi-depot, multi-region, preferred-technician rules and shift locks simultaneously. Balance between vehicle utilization and service quality.
  • Service contracts & ad-hoc requests in one platform — recurring appointments from maintenance, cleaning or inspection contracts run automatically; urgent requests are inserted into the running tour by the solver without dropping contracted stops.
  • Smart utilization analysis — Trailo shows you day-by-day whether you could save a driver (or need an additional one). Data-driven staffing-cost optimization instead of gut-feel.
  • Dispatch view — shifts on the left, live map on the right, ad-hoc stops and manual overrides respected by the solver.
  • Driver scheduling & shift management — vehicle assignment, vacation cover, preferred-technician rules.
  • Mobile field documentation (Operator) — form builder, signature capture, photo upload, CSV export. In the Connector plan the driver app shows routes and status, without forms.
  • Modern, flexible, integrable — clear interface, REST API (from Professional) for integration with existing ERP/CRM systems, scales from 5 to several hundred vehicles.
Trailo is not

What gets commonly misclassified

  • Not a GPS fleet-tracking tool or pure analytics dashboard — Trailo actively plans and dispatches. Live status is a side feature, no telematics hardware required.
  • Not an ERP, CRM or invoicing tool — no quotes, invoices, inventory or materials management. Trailo handles dispatch and routes and runs alongside your existing systems.
  • Not a routing-only API — the dispatcher application with planning, map and driver app, not just a calculation engine.
  • Not an enterprise logistics suite or last-mile delivery specialist — the focus is technical service and maintenance; pest control, cleaning, trades, POS marketing and field sales are further use cases. Delivery is supported but not the primary use case.
  • Not "a pretty UI with shallow optimization" — the modern interface is a means, not the point. Underneath sits a full VRP solver.
Pricing

Transparent. Per vehicle. Per month.

No setup fee. No long-term contracts. Scale with your fleet.

Billing period
  • Starter — Connector
    Scheduling and route optimization, as an add-on to your existing system
    36 €/ vehicle / month · billed annually · plus VAT
    Start trial
    • ✓3–30 vehicles
    • ✓1 depot
    • ✓Route planning with shifts and map in one view
    • ✓Tasks & recurrences
    • ✓Real-time progress tracking
    • ✓Automatic route optimization (time windows, opening hours, preferred technicians, shifts, rush-hour-aware drive times & best-slot suggestions)
    • ✓KPI dashboard
    • ✓CSV import + PDF route export
    • ✓Pipedrive CRM sync (bidirectional)
    • ✓Connect 7,000+ apps – via Zapier
    • ✓Multi-user with roles
    • ✓Two-factor authentication
    • ✓Multi-language (DE/EN/NL)
    • ✓Email support
    • ✓Mobile driver app (iOS and Android): routes and status, without on-site documentation
  • Recommended
    Professional — Operator
    Field service management: planning, driver app and on-site documentation
    63 €/ vehicle / month · billed annually · plus VAT
    Start trial
    • ✓3–100 vehicles
    • ✓5 depots

    Everything from Starter, plus:

    • ✓On-site documentation in the driver app: form builder, photos, signature + reporting
    • ✓AI chat interface for route planning (Bring-Your-Own-Key)
    • ✓Developer REST API (sandbox mode, idempotency, audit log)
    • ✓Cross-depot validation
    • ✓Drive times with historical traffic data (beta)
    • ✓Priority support
  • Enterprise
    On request
    Customon demand · plus VAT
    Book demo
    • ✓Unlimited vehicles & depots

    Everything from Professional, plus:

    • ✓Bulk planning up to 1 year ahead (instead of 30 days)
    • ✓2FA enforced (org-wide)
    • ✓Dedicated customer success
    • ✓Custom onboarding & integration

14 days free, no credit card required. Operator features such as forms are unlocked during the trial; afterwards your booked plan applies.

From about 10 vehicles, or if Trailo should connect to your ERP, the 15-minute demo is worth it. Smaller teams are fastest testing on their own.

Need help with setup & integration? Trailo Kickstart → handles data migration and connecting your systems.

FAQ

Frequently asked questions

What exactly does Trailo do?

Trailo is field service software that plans jobs and routes itself. You upload your jobs or connect your system, click “Plan Day”, and the AI agent plans all vehicles together. Your technicians and drivers see their route in the driver app and document on site. More in the overview Field service management that plans itself.

Do I need an ERP?

No. Without an ERP you manage customers and jobs directly in Trailo and are set up in a few minutes via CSV or Excel. You connect your invoicing via Zapier or the CSV export. If you already have an ERP or industry software, it stays in charge of orders and invoices, and Trailo takes over the planning. The connection runs via Zapier (bidirectional) or the REST API.

How much planning time do I save?

Up to 90 % of your planning time: instead of moving jobs around a planning board, you click “Plan Day” and Trailo works out the routes of all vehicles at once. On top of that, up to 20 % more jobs per day and up to 15 % lower fuel costs. These are up-to values based on our own assumptions and public studies, not measured customer results.

How quickly can I get started?

In a few minutes. You import two lists as CSV or Excel (customers with company name and address, then jobs with title and customer name, optionally date, duration and time window), add your vehicles and let Trailo plan the day. The address goes in one column, and for Excel files the import reads the first sheet. If you move from another tool, we help you during the trial.

What is the difference between a planning board and Trailo?

A planning board assigns jobs to people and days, usually by drag & drop. It shows who does what on which day, but you still work out the order and the route yourself. Trailo also calculates the best order and route for every tour, for all vehicles at once, with time windows, working hours and fixed assignments.

What does Trailo take into account when planning?

Time windows per job, your customers’ opening hours (for example a practice open only Tue/Thu 8–12), fixed technicians per customer, several depots, recurring jobs with a rhythm, and routes you lock so they stay unchanged. Everything goes into the same planning run, for one day or several days at once.

Can Trailo plan maintenance contracts and emergencies together?

Yes. From every contract (maintenance, cleaning, inspection) Trailo creates the recurring appointments by rhythm. When an emergency comes in, Trailo suggests the right technician and slot and adds the job to the running route without moving the contract appointments.

Can Trailo help me save a driver?

After every optimization, Trailo checks whether all jobs could also be done with one driver less, with the same time windows and opening hours. So you see day by day when someone can be deployed elsewhere, and the other way round, when an extra driver would be needed.

How do I see where my team is right now?

Your technicians and drivers tap briefly in the app when they arrive and when they leave. The status shows up in your planning right away, without continuously collecting location data. You can add new jobs to the route during the day, and Trailo recalculates the order.

Can Trailo plan multi-day routes with overnight stays?

Yes. Field reps and service technicians with large territories plan the whole week with Trailo: start at home on Monday, back on Friday, the jobs in between in the best order, and for each overnight stay the region where the hotel should be. It works best when jobs are entered as “sometime this week” instead of a fixed day.

Do I need technical expertise?

No. Everything works by click, without code. The REST API is optional and fully documented, for teams that want to connect Trailo themselves.

How much extra does the AI chat assistant cost?

The AI chat assistant is included in the Professional plan. It runs with your own API key from an AI provider (currently Anthropic Claude), so you pay exactly what you use instead of a flat surcharge. Setup takes under 2 minutes. More on AI assistant.

What happens after the trial?

You choose a plan or your account pauses, with no automatic charge. Your data stays stored for 30 days.

Am I locked in by contract?

No. All plans can be cancelled monthly, with no minimum term and no hidden clauses.

How secure is my data?

EU hosting in Frankfurt, 2FA, audit logs and encrypted transmission. More details in the trust section above.

Which regions is Trailo available in?

Trailo is currently available for customers based in the DACH region (Germany, Austria, Switzerland), and routes are planned within the DACH region. If you work outside it and are still interested, contact support, we review every request.

Who is Trailo not made for?

Trailo is built for businesses whose people work on site: service, maintenance, trades, cleaning, pest control and field sales. For pure GPS and telematics tracking of vehicles or for last-mile parcel delivery, there are better-suited specialist tools.

Test Trailo with your own jobs

Ready in a few minutes: upload your job list via Excel or CSV import and let Trailo plan.

Try for 14 days 15-min live demo