See Person Trail in Action
See how Person Trail uses smart matching and AI to help you manage your crew, assign jobs, and keep everyone in the loop.
The workflow
Six steps from signup to job report
Click the buttons below to try each step
Add your crew
Import your crew from a spreadsheet or add them one by one. Set their trade skills so Person Trail knows who fits each job.
- ›Import from CSV or Excel in one click
- ›Set trade skills per crew member
- ›Crew gets portal access via email instantly
Your Crew
James D.
Plumbing
Sarah K.
HVAC
Carlos M.
Electrical
Create a job
AI-poweredDescribe the job by voice and AI fills in every field, or enter details manually, or pick a saved template. Multi-trade jobs auto-chain into phases.
- ›Voice Quick-Fill: speak your job and it fills every field at the speed of speech (Starter+)
- ›Multi-trade detection: "plumber Monday, electrician Wednesday" auto-creates a phased chain
- ›Each phase gets its own crew member, schedule, and automatic handoff notifications
- ›Save templates for repeat job types or enter details manually
- ›AI content suggestions help write descriptions and specs
New Job
Smart assignment
Person Trail ranks your available crew by fit. You confirm the pick, and they get notified instantly.
- ›Ranks available crew by skills, availability, distance, workload, performance, ratings, and history
- ›You confirm before anything sends
- ›Crew member accepts or declines from their portal
- ›Auto-distribute top-ranked crew across job phases (Pro)
Smart Assignment
Click to see ranked suggestions for this job.
Crew portal
Your crew member opens their portal, sees the job, updates progress, and uploads photos from the field. No app install needed.
- ›Crew logs in via email or magic link
- ›View job details, update progress, upload photos
- ›No app to install, works on any phone
Crew Portal
Plumbing - 142 Maple St
In ProgressFeb 25 at 9:00 AM
Track and communicate
Message your crew directly on the job. Get notified when progress updates come in. Everything stays organized per job.
- ›Per-job message threads keep everything organized
- ›Read receipts and email notifications
- ›Real-time toast alerts for job changes
Job Messages
2Job complete
Job marked done? A timestamped PDF report generates automatically with progress history, photos, and your branding.
- ›Timestamped progress log from the field
- ›Photos uploaded by your crew
- ›Branded PDF ready to send to the client
Completed Report
DoneEverything else your crew needs
Visual Schedule
Your whole crew on a calendar. Color-coded by status.
Crew Ratings
Rate crew on quality, timeliness, communication, and reliability.
Job Templates
Save repeat jobs. One click to spin up.
Bulk Import
Upload your crew or job list from a spreadsheet.
Real-Time Alerts
Live notifications when crew updates progress or accepts jobs.
Person Trail AI
Voice Quick-Fill, in-app chat, and content suggestions. Covers jobs, invoices, proposals, and clients.
Invoicing & Estimates
Create invoices and estimates, generate PDFs, track payments, and convert estimates to invoices.
Proposals
AI-generated proposals with rich text, custom sections, and optional pricing. Send branded PDFs to clients.
Integrations
Connect Google Calendar for two-way job sync, push invoices to QuickBooks, and manage all connectors from one hub.
10 Languages
Available in English, Spanish, Chinese, Polish, Vietnamese, Portuguese, Haitian Creole, Albanian, Russian, and Korean.
Client Portal
Give clients a self-service portal to track jobs, view invoices and estimates, and send messages. Secured with magic link auth and optional PIN.
Change Orders
Submit scope or pricing changes on active jobs. Clients approve or decline directly from the portal with a full audit trail.
Personal Notes
Keep a personal notepad with checklists, color coding, and pin support. Link notes to jobs or clients for quick context.
Client Activity Log
Track every interaction with clients. Log calls, meetings, emails, and site visits with timestamps and author tracking.
DocuSign E-Signatures
Send proposals, estimates, and change orders for e-signature. Documents auto-update when signed.
Job Documents
Attach spreadsheets, PDFs, and budgets to jobs. Preview Excel files in-browser and export job data to .xlsx.
5 min
to first job created
Zero
app installs for your crew
Instant
PDF reports on completion
Free
to get started today