About ServiceTrade

Purpose-built for mechanical, commercial HVAC, refrigeration, electrical, and fire & life safety contractors, ServiceTrade helps commercial companies deliver amazing customer service that makes their business more valuable. Our customer service features enable online engagement while you provide your planned services and complete projects throughout the service cycle and project to build profitable, long-lasting customer relationships.

Customers expect innovative service and project contractors to enhance their on-site work with online engagement. Through ServiceTrade, customers receive media-rich online quotes, after-service reports with photos from your techs’ mobile devices, and an online portal with their full service history. Tech-on-the-way alerts and coordination between technicians, the back office, and the customer make each appointment more professional and successful. Photos, documentation, and audio notes taken with technicians’ smartphones or tablets give business owners more information about the status of their systems.

ServiceTrade streamlines service and project operations by managing work orders and project budgets, scheduling planned and emergency services, and integrating with most accounting platforms to eliminate double data entry. Going paperless decreases the amount of time spent tracking down paperwork, so you can invoice customers faster.

The enhanced service and project delivery provided by ServiceTrade leaves a lasting digital impression that makes the contractor’s brand memorable long after the visit. Customers expect contractors to behave as a trusted advisor and show them how they’re helping them in ways that other contractors can’t or won’t. Through an amazing customer experience, ServiceTrade enables business growth by attracting new prospects and extending customer relationships beyond the service or project delivery.

Pricing starting from:

US$89.00/month

  • 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:

US$89.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

ServiceTrade Software - Service Link mobile-friendly online job summary.
ServiceTrade Software - Service Portal online service history is available 24/7/365 on your website.
ServiceTrade Software - Send online eQuotes to increase revenue from quoted work.
ServiceTrade Software - Requesting an online review is part of the service delivery.
ServiceTrade Software - Management staff can see an overview that everyone is where they're supposed to be and the jobs completed each day.
ServiceTrade Software - User-friendly, map-based, drag-and-drop scheduler.
ServiceTrade Software - Give techs the tools and information they need to stay productive.
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ServiceTrade video
ServiceTrade video
ServiceTrade Software - Service Link mobile-friendly online job summary.
ServiceTrade Software - Service Portal online service history is available 24/7/365 on your website.
ServiceTrade Software - Send online eQuotes to increase revenue from quoted work.
ServiceTrade Software - Requesting an online review is part of the service delivery.
ServiceTrade Software - Management staff can see an overview that everyone is where they're supposed to be and the jobs completed each day.
ServiceTrade Software - User-friendly, map-based, drag-and-drop scheduler.
ServiceTrade Software - Give techs the tools and information they need to stay productive.

Features

Total features of ServiceTrade: 79

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • 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
  • 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
  • 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

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FieldAware

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Intuit Field Service Management

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TradieConnect

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Reviews

Overall rating

4.6 /5
(273)
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 273
ena
Overall rating
  • Industry: Industrial Automation
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

ServiceTrade - a great product for service teams!

Reviewed on 10/3/2016

This is our 3rd go around with Field service software and up until this point I truly did not feel...

This is our 3rd go around with Field service software and up until this point I truly did not feel we would find something that would work in our industry. I am very pleased to have found ServiceTrade. This software is clear, concise and easy to navigate. The implementation was a breeze and - a real pleasure to work with Steve and Aaron. Both gentlemen seem to understand the business itself and not just the software which is where I have experience difficulty with other software providers as they were not able to help me solve our business problems. It is easy to find the information you are looking for and the ability to tentatively schedule and plan out 3 months ahead is game-changing for us. Updates every two weeks and the software is continually adding new functionality means that we can continue to improve over the long term. This softrware is well thought out and suited to real working service companies.

Pros

Easy to navigate, scheduling and planning in advance, different views for scheduling vs. dispatch is a real bonus. Recurring services is an important feature for us and this software handles it the best I've seen. Tracking discrepancies ensures we don't drop the ball internally and ensures we provide the level of service we promise our customers. The asset details and the fact that technicians can access both the assets, and the job histories of each asset really easily makes their jobs so much easier. Ability to provide updates and job work orders/invoices to customers without any duplication using service link is a great feature.

Cons

I wish there was better reporting on technician hours as a separate report. It is easy to see the time on a job basis but it would be extremely helpful to report hours on a daily, weekly, bi-weekly and monthly basis separate from the jobs themselves.

Huntere
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Service Trade Review

Reviewed on 1/6/2022

We have learned to really like ST as a company and we enjoy using it as our daily scheduler and...

We have learned to really like ST as a company and we enjoy using it as our daily scheduler and service system. We are hoping that the ST team is willing to work with us and consider some of our ideas on how t make it better.

Pros

I have really enjoyed being able to organize our technicians schedules with ease and all of the history and information we are able to accumulate in this system. Everything you need to know about a customer and a job is always at your finger tips.

Cons

Parts Ledger has been a pain majority of the time. The "mobile app" is great for getting PO's easily but it gets stuck all the time and glitches all the time. It stops working all the time and the process of reversing or editing a PO is too complicated.

Response from ServiceTrade

Hi Huntere. Thank you for sharing your experience with ServiceTrade. We're always happy to hear where we're doing well and where we can do better. And we do want to hear your ideas for how we can make our products better. Your ServiceTrade Account Manager is a great person to share those ideas with. Have a great day and thank you for using ServiceTrade. -- Shelley

Liss
Overall rating
  • Industry: Consumer Services
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Life saver

Reviewed on 1/3/2020

I love it since day 1 i was super happy and excited this made everybody job much easier

I love it since day 1 i was super happy and excited this made everybody job much easier

Pros

I love everything i was the biggest supported to implement software

Cons

I would love for the software to have the availability to write quotes on a different format something similar to world documents, they need to improve on that aspect. System has a few glitches and overall very happy

David
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Flexible tool for completing job paperwork

Reviewed on 8/26/2016

Pros

The vendor spent several days at our company training us. He showed us how to use the app and web site and then reviewed our paperwork after we had spent a day in the field of actually using it on OUR jobs, on location. This was key to help us refine the details of how to properly use the software.
The software allows us the flexibility of downloading paperwork from our main office to our tablets used in the field and uploading inspection and service forms and images back as scanned .pdf or .jpg files from the field, fillable .pdf's from the app, images directly from the tablet camera, or images and files stored on the hard drive, they can be emailed to the app or downloaded through the web site. This flexibility allows us to use many means to accomplish our work. I have found that the scanner app I used previously can share the scanned files directly with service trade without opening any other app, I used to have to scan the document, close the scanner app, open the file, share it to my email and then fill in the email address and other info to email to the recipient.
This software also makes it easy to include a photo to document work that needs done or problems that need to be corrected as well as a quick image of the completed job to document how it looked when we left.

Cons

We currently have to continue using our old method of paperwork as well as using service trade to make sure there is nothing lost until everyone is comfortable with it so we have to do the paperwork twice. The software is internet based so in remote locations without Wi-Fi or good cellular reception it can be nearly impossible to get or send the paperwork. Some of the work can be downloaded before traveling to the site, completed in the field and then uploaded after returning to an area with good reception but this doesn't allow accurate timestamp of arrival and departure and the signed work order has to be left open until it can be uploaded.

Eric
Overall rating
  • Industry: Public Safety
  • Company size: 201-500 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

The most useful business tool on the market, which a company can't afford not to have

Reviewed on 10/21/2016

Service Trade is an asset for any company, big or small. I have worked using many other company,...

Service Trade is an asset for any company, big or small. I have worked using many other company, electronic based tracking tools, but none as extensive as Service Trade. Service Trade can do it all, quoting, deficiency tracking, pictures and work acknowledgements. The comment section is very useful for field technicians to keep track of the trends at any customer site. I utilize the tablet version, and the smartphone version. It would be great if signatures were available to be captured on the smartphone app as well.

Pros

Its user friendly, its an asset to any company, of any size. It helps save paper and helps save time with its ability to capture images. It also make turn around time to send out quotes 10 times faster as the deficiency section is real time, even before a tech leaves a site.

Cons

On the Mobile phone version, technicians can't capture customer signatures.

Showing 5 reviews of 273 Read all reviews

ServiceTrade FAQs

Below are some frequently asked questions for ServiceTrade.

ServiceTrade offers the following pricing plans:

  • Starting from: US$89.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Select : $89/month/technician paid annually. Office users free. Premium : $139/month/technician paid annually. Office users free. Enterprise : $189/month/technician paid annually. Office users free.

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 Business Cloud 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

See all software categories found for ServiceTrade.