ServiceTrade

About ServiceTrade

ServiceTrade is the software platform that helps commercial mechanical and fire contractors grow their profit. We control costs by improving service and project operations, streamlining operational workflows, centralizing data to increase management visibility and control, and delivering more work with limited resources. We set technicians up for success by empowering them to work more productively with the tools they need for performing tasks, making good decisions, logging equipment issues, and recording parts and labor. ServiceTrade also helps contractors grow revenue quality by selling more service and inspection agreements, winning more projects, and adding valuable pull-through work. ServiceTrade contractors grow profitable customer loyalty with a modern, convenient, premium customer experience that reduces disputes and accelerates payment. With 1200 commercial customers, 13 million assets managed, and $7.5 billion in revenue invoiced, ServiceTrade has been the trusted leader for 10+ years that will help you increase your profits during a persistent skilled labor shortage.

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Key benefits of ServiceTrade

• 24/7/365 Online Account -- Customers log into a portal on your website to see their service and project history, upcoming appointments, and open quotes.

• Send your customers an online, after-service or project report that’s chock full of multimedia that shows what your team did and discovered in their facility, and is always online and always available.

• Verification in the Field -- Get customer approval with a digital signature – before leaving the job.

• Online Quote Approval -- Wow your customers with online quote approvals. Customers review and reply online – where you can monitor progress and follow-up after the customer has viewed your quote.

• Protect your margins – Manage project budgets with real-time insights into budgeted vs actual performance.

• Access all customer information – See service and project history, all equipment, deficiencies or repairs found, and notes for every customer location on your desktop or mobile device.

• Schedule & Dispatch -- Your first stop for all the critical info you need to manage your business. Never miss another service opportunity.

• Track the Tech -- ServiceTrade displays the status of your most important asset – your techs. See customer service status updates minute by minute.

• Software as a Service (SaaS) -- SaaS means that your data is available to everyone in the office and in the field from a variety of devices.

• Native Mobile Applications -- ServiceTrade iOS and Android applications enable the latest hardware and software features – no clunky server logins or flaky web apps.

• Integrate with Everything -- Open APIs mean that your customer service data can be shared with other open-API apps like your accounting platform, CRM, email platform and website.

• Support and Services -- Our services team will get you up and running, and help find new ways to use our technology to solve your business problems.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Canada, United States

Supported Languages

English

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Images

ServiceTrade Software - Improve your service and project operations
ServiceTrade Software - Set technicians up for success
ServiceTrade Software - Sell more service agreements and win more projects
ServiceTrade Software - Grow profitable customer loyalty
ServiceTrade Software - Integrate With Existing Software
View 6 more
ServiceTrade video
ServiceTrade Software - Improve your service and project operations
ServiceTrade Software - Set technicians up for success
ServiceTrade Software - Sell more service agreements and win more projects
ServiceTrade Software - Grow profitable customer loyalty
ServiceTrade Software - Integrate With Existing Software

Features

Total features of ServiceTrade: 82

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Automated Scheduling
  • Automatic Backup
  • Barcode/Ticket Scanning
  • Billing & Invoicing
  • CRM Software
  • Calendar Management
  • Client Portal
  • Compliance Management
  • Contact Database
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Portal
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Dispatch Management
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Estimating
  • File Storage
  • For Commercial and/or Industrial Electrical Contractors
  • For HVAC Companies
  • For Plumbing Industry
  • GPS
  • Geographic Maps
  • Historical Reporting
  • Inspection Management
  • Inventory Control Software
  • Inventory Management Software
  • Inventory Tracking
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Location Tracking
  • Maintenance Scheduling
  • Mobile Access
  • Mobile App
  • Mobile Signature Capture
  • Multi-Location
  • Online Time Clock
  • Payment Collection in the Field
  • Preventive Maintenance Software
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real Time Updates
  • Recurring Appointments
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • Scheduling Software
  • Search/Filter
  • Self Service Portal
  • Service History
  • Status Tracking
  • Task Scheduling
  • Technician Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking Software
  • Timesheet Management
  • Work Order Creation
  • Work Order Management
  • Workflow Management Software

Alternatives

ServiceMax

4.2
#1 Alternative to ServiceTrade
ServiceMax is the field service and asset management solution for hundreds of companies worldwide. The software is a...

FieldAware

3.3
#2 Alternative to ServiceTrade
FieldAware's mobile app and web-based software provide businesses with the power, intelligence and flexibility to build...

Intuit Field Service Management

2.8
#3 Alternative to ServiceTrade
Intuit Field Service Management ES is a field service management solution which offers job scheduling, invoicing, and...

Contractor Foreman

4.4
#4 Alternative to ServiceTrade
NOW: Starting @ $49/m for the WHOLE company, Contractor Foreman is the most affordable solution for small and medium...

Reviews

Overall rating

4.6 /5
(293)
Value for Money
4.5/5
Features
4.4/5
Ease of Use
4.5/5
Customer Support Software
4.7/5

Already have ServiceTrade?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 293
Sonya
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

I don't know what I would do without Service Trade!! It makes my job so much easier.

Reviewed on 2017-08-15

Pros

There are so many things I love about Service Trade!! One of my favorite things is being able to see all of the jobs at one location all on the same screen! That way I can look at all of the jobs & pick which one I want to look at. If it's not the one I need I can go back to the location screen & look at the other jobs. Sometimes I have to look at other jobs to get correct paperwork or pictures. So this feature makes my job a lot easier. I like how we can put helpful or important notes in the description box & it's the first thing you see when you bring the job up. It's such a time saver to be able to look at when the tech's clock in & out of jobs so you can see how long they drove & where on site by looking at the Clock Events quickly. The map on the main screen of the job helps us determine locations & directions. The techs being able upload their required paperwork & pictures at the job site is a life saver! We used to do everything the hard way. Our techs would have to bring the physical paperwork back to the office for us to scan into the computer. And the picture issue was a nightmare trying to get them non-digitally. My job location may be changing & my scared that they are not going to have Service Trade & I will have to go back to the dinosaur ages again to take care of the paperwork & pictures. My job without Service Trade would be miserable!

Cons

I can not hardly think of anything that I don't like about Service Trade! Every once in a while I can see a paper that a tech uploaded, but when you try to open it to the full screen it will just be white & there is no paper, so then I can't save it. And sometimes it will not let you adjust a paper or picture with the dragging the corners feature. But those things only happen like 1 time a month, if that.

Mark
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

ServiceTrade offers everything we need and more.

Reviewed on 2019-06-11

As a busy Service Company in the HVAC/Refrigeration industry, we have a number of areas within our...

As a busy Service Company in the HVAC/Refrigeration industry, we have a number of areas within our business. Dispatching new service calls, completing routine scheduled Preventive Maintenance visits, payroll to hours employees, commission to other employees and quoting repairs from both within and out in the field. This software does it all. I went from payroll being a nightmare of hand written time sheets and multiple days of work to running a Clock Event Report from ServiceTrade and having my payroll done in 1-2 hours for an entire weeks worth of work. I particularly like the flow of the quoting and email notifications which keep me informed as the owner even when I am not in my office. My management and supervisors all have the ability to receive those same notifications and are already planning and proceeding with the work before I’ve even returned to my desk/office.

Pros

This software has many different features that help our business daily and combines everything needed in one software. Whether its time clocking for payroll, dispatching, re-curing jobs or quoting there are so many features to this software that continue to streamline our operations. ServiceTrade has a modern day approach to making our service work visible to the customer with pictures/videos all combined within the digital experience that todays customers demand. We struggled with a number of other softwares in the past before finally finding ServiceTrade.

Cons

With any multi-layer software that has many features, it takes time to learn and navigate through everything that it provides. I promise you that once you cross over the initial learning curve, you will be impressed with what this software can do to help all your employee’s jobs and lesson yours as business owners.

Ken
Overall rating
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

The upload of PDFs is slow

Reviewed on 2018-06-03

It's efficiency

It's efficiency

Pros

The maps and the location services are handy. I also like the deficiencies areas, but working for different divisions requires adjusting to different styles by each manager. Some want each difficieny listed individually, which is time consuming, while others like all lumped under one visit which is easier.

Cons

The pdf loading is slow and I need to wait and make sure it loads. If signal strength is 2 bars or under the upload will fail. Also one photo at a time can be loaded. Also in defiencies

Bobby
Overall rating
  • Industry: Public Safety
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

I am a technician using ServiceTrade for my daily jobs

Reviewed on 2018-08-15

It is a great application to use for the service industry and I know that there are still a bunch...

It is a great application to use for the service industry and I know that there are still a bunch of small mom and pop places using the good ole pen and pad method for their services. I’ve been recommending this application to these small companies when I service them trying to simplify their lives really.

Pros

I like that we can run everything into and out of ServiceTrade with scheduling the jobs as well as invoicing from that listed job and have everything linked to one system instead Of pulling from everywhere to close out one job. It simplifies the entire process from the admin side. From the technician side, it lays everything out in a systematic fashion. Our jobs are separated by the day and we can attach photos, invoices with job line items, as well as list deficiencies that still remain with photos. Also with the customer being able to have access to it, they are on the same page and know everything that is going on at all times and aren’t kept in the dark.

Cons

The one thing that can improve I would say is when you select map to map ping the location of your jobs. It would be fantatstic to be able to select just a day instead of showing your entire schedule. We drive all over the state as well as surrounding states and to be able to narrow the search to just show what I have tomorrow for example, I could visually see where my jobs are and plan my day accordingly. This one be the greatest improvement to make from a technician standpoint.

LINDA
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Saved by Service Trade!

Reviewed on 2019-05-15

I am solving the problems of scheduling jobs for on time appointments. It was a nightmare before...

I am solving the problems of scheduling jobs for on time appointments. It was a nightmare before Service Trade. Now, I can schedule jobs and the techs love it. They each have iPads with the Service Trade app on them and we communicate all day instead of waiting for them to return to the office at the end of the day!

Pros

The service and software are perfect for our company and it keeps everyone on schedule.  I like that the techs can look ahead for the week and see where they are working and what jobs they are doing.  Also, I can keep up with where they are located and how they are doing time wise.   If I need to add another job while the tech is in the field, I can. I can update my customers by calling a customer to inform them that the tech will be early or late to the appointment because I can see where they are located and how long they have been on the job. I don't know how we survived without Service Trade!!  They saved us!! Thank you!!

Cons

I only have one complaint about the software and that is when I need to reschedule a job from one week to the other, I can't do it without going in the job and making the change. I would love to be able to move the jobs in the scheduling area where you just click and drag the job to the next day! I've asked Service Trade about this idea...I'm sure they will have it at some point!

Showing 5 reviews of 293 Read all reviews

ServiceTrade FAQs

Below are some frequently asked questions for ServiceTrade.

ServiceTrade offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

ServiceTrade has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1,000

ServiceTrade supports the following languages:

English

ServiceTrade supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

ServiceTrade integrates with the following applications:

ComputerEase, FOUNDATION, Google Calendar, Microsoft Excel, QuickBooks Online Advanced, Quickbooks Online, Sage 100, Sage 300 Construction and Real Estate, Sage Accounting, Sage Intacct, WordPress, Zapier

ServiceTrade offers the following support options:

Email/Help Desk, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat

Related categories

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