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Product Tour

Inside Tryoup — a written tour of every feature and benefit

A chapter-by-chapter walkthrough of the Tryoup platform — what each feature does and the concrete benefit it delivers to field service businesses in locksmith, plumbing, electrical, cleaning, pest control and heating.

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Chapter 1 · At a glance & Call centre

Run the day from one live command centre

Owners and managers open Tryoup to a single screen that surfaces turnover, converted leads, online fieldworkers and live call activity — so the whole business is visible without opening another tab.

Live KPI dashboard

See 7-day turnover, office profit and converted-leads trend the moment you log in — spot bad days before they cost you money.

Calls funnel (total, unique, returning)

Know instantly whether call volume is real demand or returning customers, and prove the impact of every marketing spend.

Top performers panel

Top fieldworkers, top call agents and top job categories side by side — reward the right people without combing through reports.

Live agent activity

See who's on calls, who's idle and average call duration in real time — manage your call centre like a control tower.

Chapter 2 · Leads, Jobs & Scheduling

Capture every lead, dispatch every job

From the first missed call to the engineer arriving on site, every step is tracked. Triage in seconds with the list view, dispatch visually with the timeline.

Lead pipeline

New, Working, Converted, Posted to Partner and Unsuccessful stages — nothing slips between the cracks and conversion rates become measurable.

Jobs board with live KPIs

In progress, on hold, done, success rate and turnover update as work happens — no Friday-afternoon reporting scramble.

Timeline scheduling

Drag-friendly schedule per fieldworker across every trade — fit more jobs into the day and stop double-booking.

Smart triage and assignment

Route the right job to the right engineer by skill, location and availability — first-time fix rates go up, customer complaints go down.

Chapter 3 · Field operations

Know exactly where your team and your stock are

Track every engineer's performance against target, see what's loaded in each van, and restock with one click before a missing part costs you a second visit.

Fieldworker overview

Percentage done, average subtotal and office vs fieldworker profit per engineer — turn gut-feel performance reviews into hard numbers.

Per-fieldworker report

Materials, payments and parts used on every job, by engineer — settle disputes in seconds and find the most profitable van setups.

Live van stock with target vs current

One-click restock means engineers never arrive at a job without the part — second visits disappear and revenue per day climbs.

GPS and job-status updates

Customers get accurate ETAs and managers see the real picture in the field — fewer 'where's my engineer?' calls into the office.

Chapter 4 · Reporting & accountability

Every job, every call, every payout — auditable

Send service reports to customers automatically and hold call agents and affiliates accountable to the numbers, not the noise.

Automated service reports

Branded reports go out per job with email and view tracking — customers feel informed and you have a paper trail for every visit.

Call agent report

Answered, unique, converted, conversion rate and cost per agent — coach the bottom performers and pay bonuses on facts.

Affiliate report

Turnover, parts, payments and profit per partner — settle accurately and double down on the affiliates that actually pay.

Compliance-ready audit trail

Every action timestamped and exportable — pass insurance, GDPR and franchise audits without panic.

Chapter 5 · Marketing & ROI

See the true ROI of every campaign and keyword

Tryoup ties every call, lead and job back to the exact campaign and keyword that produced it — then sends real conversions back to Google, Bing and Facebook to train their algorithms on revenue, not clicks.

Campaign list with clean profit

Cost, profit and clean profit per campaign — kill the losers and scale the winners with confidence.

Multi-channel breakdown

Direct, Organic, Paid Search, Social, Affiliate and Offline in one view — finally compare apples to apples across every channel.

Paid Search drill-down per keyword

Cost per call, per lead, per job and turnover per keyword — bid where the money is, pause where it isn't.

Offline conversion sync to ad platforms

Real revenue feeds back to Google and Meta — their AI optimises on booked jobs, not vanity clicks, and cost per acquisition drops.

Chapter 6 · Finance & cash flow

Quote, invoice, settle and get paid — without leaving Tryoup

Estimates go out fast, invoices track their own status from sent to viewed to paid, and money settlement plus the customer payment portal close the loop.

Estimates pipeline

Pending, approved and rejected in one view with one-click resend — quotes stop dying in inboxes.

Invoice status tracking

Sent, viewed, paid, overdue and refund tags with bulk actions — chase only what needs chasing and get paid weeks earlier.

Money settlement

Settle fieldworkers and affiliates by payment method, automatically — no more end-of-month spreadsheet wars.

Branded customer payment portal

Customers pay themselves online — reduce admin, reduce overdue invoices and look more professional doing it.

Chapter 7 · AI & automation

Let the platform do the busywork

AI tools and automations sit across the whole platform — answering calls, prioritising leads and removing repetitive admin so your team stays on revenue-generating work.

AI voice agent

Answer every overflow and out-of-hours call, qualify the job and book it — capture revenue you used to lose to voicemail.

WhatsApp & multi-channel messaging

Reach customers where they already are — confirmations, ETAs and review requests in one thread.

Smart scheduling suggestions

The system proposes the best engineer and slot based on skills, location and load — dispatchers move 2–3× faster.

Automated reminders & no-show reduction

SMS, email and WhatsApp nudges before every appointment — slash no-shows and recover the engineer hours you were losing.

See it on your data — book a 20-minute demo

We'll walk you through these exact features using sample data from your trade, then answer anything you want to ask about getting Tryoup live in your office.

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