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Here's how onboarding with Trailfire works, from your first call to your first review.
Every Trailfire account is set up by a real person on our team. Pick a time at trailfire.com/book-demo and we'll walk through your trade, service area, and current customer flow on a short call.
On the kickoff call we set up your business name, logo, service area (zip codes or radius), trade, and hours. This info powers every review request, postcard, and referral page Trailfire sends.
Add the people who'll be marking jobs complete. Three roles to choose from: Admin (full access), Manager (everything except billing), and Technician (their own jobs only).
Four ways to get completed jobs into Trailfire: enter them by hand in the dashboard, tap "Mark Complete" from the mobile shortcut, upload a CSV, or connect through Zapier. Whichever fits your day.
As soon as a job is marked complete, Trailfire automatically sends the customer a branded SMS or email asking for feedback. Timing follows the rules we configure together on the kickoff call.
Your dashboard tracks reviews collected, referrals in flight, postcards sent, and new leads coming back in. Click any card to drill into the detail.
Our support team typically responds within one business day.