How it works · one call, end to end

One job. Six minutes of attention.

From the phone ringing to the money in your bank — here's exactly what happens, in order, and where TraqField does the work so you don't have to.

Less time per job
No back office
on the books at end of day
01/Step

Call comes in.

Phone rings. AI receptionist picks up — or your dispatcher does.

Customer dials your number. AI receptionist answers if you turned it on (recommended after-hours). Otherwise your dispatcher gets the call with full context: prior jobs, equipment installed, balance due, last technician.

office phone ringing on dispatch desk, monitors in background
02/Step

Job hits the board.

Auto-assigned to the right tech with the right part on the truck.

TraqField checks live ETAs, certifications, and what's on each truck. The job lands on the best tech — not just the closest one. Drag to override if you want; everything respects your routing rules.

Summit Comfort HVAC · dispatch · today
Unassigned · 2
Thermostat dead
Sarah Chen · Monrovia
#847291
Duct inspection
Mike Torres · Temple City
#847305
Tech
Timeline · 6am – 6pm
M. Vega
Capacitor swap
Glendora · 7:30
D. Patel
AC tune-up
Pasadena · 8:15
R. Ortiz
Coil replacement
Arcadia · 9:00
J. Brooks
No-cool diagnosis
San Marino · 10:30
03/Step

Customer gets the text.

"M. Vega is on the way. ETA 14 min. Tap to track."

The moment the tech accepts, the customer gets a branded SMS with a live tech tracker, name, photo, and ETA. No more "is anyone coming?" calls.

SC
Summit Comfort HVAC
M. Vega is on the way
ETA 14 min · No-cool diagnosis
Live route map
Live tracker
04/Step

Tech runs the call.

Voice memo turns into priced line items. Customer signs. Card runs.

Tech opens the job on the phone, hits record on a voice memo describing the work, taps any parts from the truck inventory. TraqField writes the invoice. Customer signs on screen. Card-on-file runs.

tech holding tablet with customer signing, HVAC unit visible
05/Step

Money lands. Books update.

Stripe payout in 2 days. QuickBooks entry instant.

Payment goes through Stripe to your bank in 1–2 business days. The QuickBooks entry posts immediately. No end-of-day data entry. No matching receipts.

screenshot of QuickBooks dashboard with new entries highlighted
06/Step

Customer remembers you.

Maintenance reminder. Referral link. Annual tune-up booking.

The portal stays live: warranty docs, financing offers, easy rebook, referral incentive. TraqField sends a maintenance reminder at the right interval per equipment type. Repeat business stops being random.

customer portal on laptop showing booking flow
/The result

You ran a real business today. You didn't run software.

Less
time per job
Paid
before the truck leaves
Signed
in the driveway
No
after-hours back office
See it on your jobs

20 minutes. Your numbers.
A demo built around your trucks, your zip codes, your books.

How It Works — TraqField | TraqField