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Field Service Software · Overview

Field service software — dispatch, route planning and docs in one platform

Field service software bundles dispatch, route optimization, mobile work-order capture and documentation for service and maintenance fleets. This page shows what a modern field service platform needs to deliver today — and how Trailo maps the workflow from call to invoice in a single web interface.

15-min live demo Try free for 14 days

🇩🇪 GDPR & EU hosting Frankfurt · No obligation · Directly with the founder

Definition

What is field service software?

Field service software is a platform for steering mobile service, maintenance or delivery teams. It covers the complete workflow: from the customer's call through dispatch and route planning, the handover to drivers, the status feedback during the tour, all the way to digital documentation and handoff to billing.

It replaces typical workaround stacks of Excel, WhatsApp, a maps app and clipboards with a unified web interface — for dispatchers, drivers and back office. Modern field service software is AI-supported, cloud-based and integrates with existing ERP systems via API.

Workflow

From the call to the invoice — what field service software covers

Five phases, one interface.

  1. Order intake & dispatch

    Customer calls, order goes into the system — with address, time window, preferred technician. For emergencies: slot suggestion in seconds based on running tours. For contracts: automatically generated from the rhythm, up to 30 days ahead.

  2. Route planning & optimization

    Per day, per vehicle, per driver: the optimized tour. Drag & drop for manual adjustments, automatic re-optimization on emergencies. Multi-depot, time windows, skill matching are factored in.

  3. Tour handover to drivers

    Tour as PDF export for offline, or live view in the browser. Regular-customer notes, key-box codes, safety notes per stop. Today web-based; native iOS driver app available on the App Store (Android coming soon).

  4. Status feedback & docs at the stop

    Check off stop, fill out form, upload photo, collect signature (from Professional). Status flows live back to dispatch. Conditional logic in the form makes sure only relevant fields are shown.

  5. Reporting & handoff to billing

    KPI dashboard shows utilization per vehicle, per driver, per day. CSV export of form answers for billing. REST API (from Professional) hands order and status data to your ERP or property-management system.

See the complete workflow with sample data — 14-day trial, no credit card.

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Who needs it

Industries where field service software is the standard

  • Field Service & Technicians

    Maintenance, repair, commissioning — service technicians with equipment specialization. Skill matching per job important.

  • Maintenance & Service

    Recurring contracts, emergencies, inspection protocols. Property-management or ERP integration via REST API.

  • Cleaning

    Stairwell contracts, glass, special cleaning — different rhythms per customer, before/after docs digital.

  • Delivery Services

    Multi-stop per tour, B2B fixed routes + B2C ad-hoc, photo docs on handover, PDF routes for offline.

  • Skilled Trades

    Confirm appointments on the call, plan multi-day jobs, fixed tradesperson per regular customer, materials list per job.

  • POS Marketing

    Visit cycles auto-planned into tours, photo docs at the stop, reporting per campaign and per brand.

Trailo starts at €28/vehicle/month (yearly billing). All plans monthly cancelable.

15-min live demo Try for 14 days
Mobile App

Trailo driver app for your field team

Tours straight on the smartphone, offline-capable, re-optimization with a single tap. Available now on the App Store — Android version coming soon.

  • ✓Offline mode for dead zones
  • ✓Live routing on the map
  • ✓Mobile forms & signature at the stop
  • ✓Re-optimization with a single tap
  • ✓Ad-hoc visits mid-tour
  • ✓Create new tasks on the road
  • ✓Google Maps & Apple Maps navigation
  • ✓Modern, lean interface
FAQ

Frequently asked questions about field service software

What is field service software?

Field service software is a platform that brings together dispatch, route planning, mobile work-order capture and documentation for service, maintenance or delivery fleets in a unified interface. It replaces the Excel + WhatsApp + maps-app + paper-clipboard stack with an end-to-end digital workflow.

How does field service software differ from pure route planning?

Route planning is a component of field service software. A complete field service platform additionally covers: master-data management (customers, vehicles, drivers), order workflow, mobile status feedback, digital docs (form, photo, signature) and reporting. More on the route planning software page.

Which industries use field service software?

Primarily industries with daily field-service tours: field service, maintenance & facility, cleaning companies, pest control, delivery services, POS-marketing agencies and trade businesses from 5 vehicles upward.

Does the switch from Excel to field service software pay off?

From about 5 vehicles or 30 stops per day, Excel becomes a daily burden. Typical break-even: 1–2 dispatcher hours saved per day justify the software cost for mid-sized fleets. With sample data you test in 5 minutes whether it fits.

How much does field service software cost?

Per vehicle/month, market prices typically range €30–€150. Trailo: €28/vehicle/month (Starter „Connect“, yearly) to €59/vehicle/month (Professional „Operate“, monthly). Enterprise on request. All plans monthly cancelable. Details on the pricing page.

Can we integrate Trailo with our ERP?

Yes — Trailo has a fully documented REST API (Professional and higher). Orders, stops, status updates and form answers can be synchronized through it. On top of that, there's native Pipedrive CRM sync (bidirectional, all plans) and access to 7,000+ apps via Zapier (from Professional).

Integration

Trailo doesn't replace your software — it complements it

Do you use your existing ERP or CRM? Keep it. Trailo runs alongside and takes over route planning and field documentation — no system switch. Connected via native Pipedrive sync and CSV import (all plans) plus our open REST API & Zapier with 7,000+ apps (Professional and up); HubSpot and other CRMs via Zapier.

Live demo

How your 15-min demo works

Fast, no obligation, all your questions answered — directly with the founder, no sales team.

  • 1 · Your business

    You briefly describe your field service.

  • 2 · Planned live

    We plan a sample tour live in Trailo — you see in minutes how it looks for your case.

  • 3 · All features

    Form builder, offline app, recurring contracts, connection to your system — we show everything that matters to you.

  • 4 · Your questions

    Pricing, rollout, data protection — all answered directly, no obligation.

Felix Bächle, founder of Trailo
Felix Bächle · Founder
I'll show you Trailo personally — in 15 min, no obligation.
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14 days free. Pre-filled sample data. No credit card. Cancel anytime.

15-min live demo Try for 14 days