Client experience
Clients track projects and service requests with clear status and portal-safe updates.
Service Trace
Service operations, simplified
Projects, tickets, and teams in one place
From request to resolution — fully traced
Built for clients, engineers, and staff
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 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.
Tickets, owners, SLAs, and activity in one thread.
Contracts, contacts, and delivery context together.
Client and staff conversations with media support.
Operational insights for aging, throughput, and load.
Platform capabilities
Portals, workflows, and reporting — so every request stays visible from intake to resolution.
Clients track projects and service requests with clear status and portal-safe updates.
Engineers manage tasks, projects, and chats from a focused mobile-friendly workspace.
Staff run CRM, contracts, tickets, call center, and assignment rules from admin.
Why Service Trace
Projects, tickets, and activity traced from open to close.
Clients see what matters — status, requests, and conversations.
Engineers get tasks, projects, and chat where work happens.
Staff, call center, and admins see only what they need.
Aging, SLA, throughput, and workload insights for leadership.
Collaborative delivery across clients, partners, and internal teams.
Support portal
Clients, engineers, and Service Trace staff — pick the right portal to manage projects, tickets, and service delivery.