For store teams
Tasks are quick to complete, with the steps and photos built in, so more of each shift goes on the shop floor and serving customers, and less on admin.
Retail task management software that keeps every store to your standard
Trail gives your store teams a clear list of checks for every shift, from opening up to cashing up, and records who completed each one and when.
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The same displays and standards in every store
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Health and safety records ready for any visit
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See every store's progress from anywhere, without visiting in person
Over 300M tasks completed in Trail across 40+ countries
How does retail task management software help your store teams?
Which store routines can you run in Trail?
Opening and closing
Schedule the checks that start and end each trading day, from alarm codes to the final lock-up.
Cash handling
Build till counts, safe checks and cashing up into your daily routine, with a named record of each.
Promotions and displays
Set tasks for every promotion change, with photos of the finished display.
Deliveries and stockroom
Check deliveries on arrival and keep stockroom routines on schedule, with photos of any damaged stock.
Health and safety
Fire exit checks, weekly fire alarm tests, first aid supplies and incident reports, all recorded with a name and a time.
Food safety for food retail
Log chiller and freezer temperatures against your set ranges, and schedule date checks on fresh products.
Store audits and visits
Run scored audits during area manager visits, with section and overall scores. Actions from each visit can be followed up and linked back to the audit.
Equipment and maintenance
Log faults in the task and raise an Access Maintain callout when a repair is needed.
What does Trail give each part of your retail team?
For store managers
Completed tasks appear with a name and a time, so you know what's done without walking the shop floor.
For area managers and operations teams
Every store works to your standards, and every task has a named, timestamped record behind it, so you can prove compliance whenever you're asked.
How do retailers keep every store to the same standard?
Set your checks once and assign them to every store, or to groups of stores by area. Every team works to the same steps, wherever they are.
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One set of checks for every format: conditional logic adapts the same task to a flagship, a high street store or a concession
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Every store in view from anywhere: a daily score out of ten for each store, with a traffic light view across your estate
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Progress you can track: a 30-day trend shows how each store's scores are changing over time
Give every store team a clear plan for the day
Try Trail free for 14 days with no card required or book a demo and we'll show you around.
Questions about Trail for retail
What is retail task management software?
Retail task management software gives store teams a scheduled list of the jobs that keep a shop running, such as opening checks, cash counts, display changes and health and safety checks. Trail adds a record of who completed each task and when, with photos where needed, so managers can see what's been done in every store.
Is Trail only for hospitality?
Trail was built for hospitality, and it suits retailers with similar daily routines, especially food-led shops, food-to-go and high street stores. If your stores run opening checks, cash handling, display changes or temperature logs, Trail covers them.
Do I pay for every member of staff?
No. You pay per store, and every plan includes unlimited users, so seasonal and part-time staff cost nothing extra.
Can store staff share a device?
Yes. Trail runs in any browser, on a shared tablet or a team member's own phone. On the Standard plan, each person signs off with a six-digit PIN, so the record shows who completed each check.
Does Trail connect to my EPOS or workforce system?
Trail doesn't have native EPOS or workforce integrations. It connects to thousands of tools through Zapier, so if your system is on Zapier, you may be able to link the two.
Does Trail work in stockrooms with poor signal?
Yes. Once the day's tasks have loaded, your team can keep working without a signal. Offline, they can complete checks, log readings, add comments, mark tasks as done and snooze tasks. Trail syncs everything when the device reconnects, and each task keeps the time it was actually completed.
A few things need a connection. The day's tasks have to load while the device is online, and photos, file attachments and admin settings only work online. Each device also needs to sync at least once a day. If it doesn't sync before that day's site score is calculated, tasks completed offline will count as missed in the score.