Service Trace

Service Trace

Service Trace

Service operations, simplified

A Salesforce Company — the support portal for projects, service requests, and delivery across clients, field engineers, and operations teams.

15+

Active clients

23+

Projects tracked

5

Team members

18+

Technology partners

Welcome to Service Trace

Service management that scales with your delivery

Service Trace brings projects, tickets, partners, and teams into one operational portal — so clients can track requests, engineers can execute in the field, and staff can run CRM, contracts, and support from a single workspace.

  • Client portal
  • Engineer workspace
  • Admin & staff desk
  • A Salesforce Company

Service requests

Tickets, owners, SLAs, and activity in one thread.

Projects

Contracts, contacts, and delivery context together.

Chat

Client and staff conversations with media support.

Reports

Operational insights for aging, throughput, and load.

Platform capabilities

Everything your service desk needs

Portals, workflows, and reporting — so every request stays visible from intake to resolution.

Client experience

Clients track projects and service requests with clear status and portal-safe updates.

Field delivery

Engineers manage tasks, projects, and chats from a focused mobile-friendly workspace.

Operations control

Staff run CRM, contracts, tickets, call center, and assignment rules from admin.

Why Service Trace

Built for clarity across every service moment

End-to-end visibility

Projects, tickets, and activity traced from open to close.

Customer-centric portals

Clients see what matters — status, requests, and conversations.

Field-ready workflows

Engineers get tasks, projects, and chat where work happens.

Role-based access

Staff, call center, and admins see only what they need.

Operational reports

Aging, SLA, throughput, and workload insights for leadership.

One team workspace

Collaborative delivery across clients, partners, and internal teams.

Support portal

Sign in to your workspace

Clients, engineers, and Service Trace staff — pick the right portal to manage projects, tickets, and service delivery.