The 14 day free period gives you the freedom to test out Trail to the max

You'll only get charged when your 14 free days are up, if you choose to activate

How does the free trial work?

Sign up to the free trial here

A subscription is activated when we have a valid payment method - you won't be charged until your trial is over and you go live in their first site

Head to your billing page to Activate your Subscription

Team - For small business owners with more control & accountability

Standard - For operators maintaining consistently high standard

Plans and Features

This is the period within your free trial, where you’re setting up your Sites, Users and Task Content

Tasks are created and can be tested ahead of going live

Sites in this stage are not included in reports and are free until the live date

PLAN - tasks are managed & assigned to sites by Admins

A Demo Site gives you free reign to test tasks and train teams

It's not included in reports and is completely free

A Live Date is when your sites will start completing Tasks using Trail at that site

Future Live Dates are useful for planning a rollout - the site will automatically change to Live, on the day

After this date, your site is now Live and chargeable

Creating and managing sites

This is a chargeable site, where tasks have been assigned and are available to complete

Data is captured and included in reports

You can set this Site to ‘Inactive’ by heading to Site Settings and ‘Deactivating’

Creating and managing sites

By deactivating your site, billing will be automatically paused and your site will become ‘Inactive’

You can still manage Task Content and Users, but no tasks can be completed until a new Live Date is set

These sites will be excluded from reporting

Perfect status for intermittent opening/closing due to Government restrictions where longer term closures are expected

See ‘Closed Days’ below for more on shorter term closures

Tasks will not be created, and the site won't be included in reports

Historical data is still available

Tasks and Users can't be assigned, and it's not included in the subscription count

Deleting a site will remove it permanently, you'll no longer have access to the records and it can't be recovered

A way to group together various sites so that they’re all in 1 place under an area name

Ideal for individuals in charge of multiple sites, where the area is named after the Area Manager

Ideal for grouping together sites in a similar geographical area, where the area is named after the region

Managing Sites

This individual has accepted their invite and has an active account to complete actions on Trail with

Managing users

Identify an internal Trail champion who will fly the flag for Trail within your organisation - they'll be the main point of contact for the Trail team moving forwards

They...

Admins - The people who configure how Trail works, similar to Admins

Managers - The people who run and monitor Sites

Team Users - The people who complete tasks at Sites

User roles & permissions

Where you’ll find and manage all your Company’s tasks, including ad hoc tasks

Head here to ‘create a new task’ or edit existing ones

Head here to assign/unassign certain task(s) to certain site(s)

Overview of the task manager

Your 1 stop shop for what, when, where and who your Tasks relate to

You can play around with your:

Overview of the Task Editor

A Record Log is attached to a task

When you create a new task, there is a drop down list of available Record Logs which will be in a ‘form’ like format and is what captures your data on site, eg. Temperature Checks

Completing tasks - How do I complete Record Logs?

Creating tasks - Creating my own Record Log

Where you’ll select your Site name and see all your tasks that need completing for the day, aka, your site’s trail

More about completing tasks

Sometimes you'll need to create a task that’s completed on an ad-hoc basis, rather than on planned intervals, e.g Food Poisoning Reports

These won't be on your daily view of Trail but can be added by staff as required when in ‘Complete Tasks’

Read about the ‘task editor’ above to learn how to make an ad hoc task

More on Ad Hoc Tasks

The Templates page is a collection of common tasks we've built to help you set up

You can adapt existing checks, or copy them as they are, and assign to your sites to complete

My Tasks is your own personal library where you'll find all the tasks that you've created or adapted from Trail templates

Copying tasks from a library

A set time period you can customise in your Site settings, eg:

If you have different opening hours across days or sites, time slots make scheduling tasks so that they appear at the right time, much easier

You can also close a time slot completely via your site business hour settings by clicking the adjacent check box - no tasks will appear in this period

Scheduling tasks

Business hours, time slots & closed dates

For one off occurrences eg. if you’re closed for refurbishment/Christmas Eve, head to your Site settings calendar view and set a day as ‘closed’

For more regular occurrences, e.g closed every Monday, head to your business hours rather than the calendar view, to select ‘closed all day’

No tasks will appear on this days, so no scoring either

Business hours, time slots & closed dates

The daily digest arrives each morning showing how your team has performed the previous day, with scores for each site

Teams see just one site, Managers can see multiple and Admins will see all sites

Get reports delivered to your inbox

Site scores give a numerical value to a site's performance to allow for benchmarking

10 points for completed on time, 5 for late and 0 points for incomplete

The totals are then split over the number of tasks to produce a final average out of 10

How are site scores calculated?