ServiceTrade

4.6 (304)
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Software for commercial mechanical and fire contractors.

About ServiceTrade

ServiceTrade is the software platform that helps commercial HVAC, mechanical and fire contractors grow their profits. During a persistent skilled labor shortage, contractors use ServiceTrade to control the costly chaos of on-demand work and effectively deliver contract commitments. ServiceTrade streamlines service and project operations to reduce administrative costs, optimizes field performance to increase revenue per technician, and boosts sales and client retention to grow margins. Over 1,300 commercial contractors trust ServiceTrade’s 11+ years of experience to help them manage over 13 million assets and invoice over $7.5 billion in revenue annually.

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 - Manage field service and project work more efficiently with less chaos to reduce administrative costs.
ServiceTrade Software - Gain oversight and control over your field service business to identify and remove inefficiencies that reduce productivity in the office and the field.
ServiceTrade Software - Build loyalty with the most valuable clients in the markets you serve and earn higher margins.
ServiceTrade Software - ServiceTrade integrates with your accounting system and syncs critical data you need for P&L and AR.
View 5 more
ServiceTrade video
ServiceTrade Software - Manage field service and project work more efficiently with less chaos to reduce administrative costs.
ServiceTrade Software - Gain oversight and control over your field service business to identify and remove inefficiencies that reduce productivity in the office and the field.
ServiceTrade Software - Build loyalty with the most valuable clients in the markets you serve and earn higher margins.
ServiceTrade Software - ServiceTrade integrates with your accounting system and syncs critical data you need for P&L and AR.

Features

Total features of ServiceTrade: 83

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Automated Scheduling
  • Automatic Backup
  • Availability Management
  • Barcode/Ticket Scanning
  • Billing & Invoicing
  • CRM Software
  • Calendar Management
  • Client Portal
  • Compliance Management
  • Contact Database
  • Contract/License Management
  • Contractor Database
  • 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
  • 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

4.5
#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
(304)
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 304
George
George
Overall rating
  • Industry: Facilities Services
  • 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

Service Trade has allowed our company to go to the next level

Reviewed on 2018-05-31

Pros

This software allows for ease of customer database management. I like that I can store pictures and comments while doing a survey

Cons

I would like to see more features geared towards sales procedures (follow up reminders, call logs, etc.)
I would like to be able to port survey pictures to a quote.

Allen
Overall rating
  • Industry: Restaurants
  • 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 9.0 /10

Service Trade

Reviewed on 2023-02-28

Overall Experience as been Good to Great.

Overall Experience as been Good to Great.

Pros

Service Trade is a valuable tool to help manage our business from intake to invoicing.

Cons

I would like to see all the add on features (Parts Ledger & Timecard) to be accessed through the main software website/Mobil app. We also need affordable solutions to integrate with other 3rd party Facility Management Software's. (Service Channel, Corrigo, Simple FM, Ecotrak).

Jacob
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 5.0 /10

Used to be cutting edge but not premier anymore.

Reviewed on 2023-02-28

It's too expensive and too focused to be the best solution for us. But, I don't want to switch...

It's too expensive and too focused to be the best solution for us. But, I don't want to switch again so we're sticking with it, for now.

Pros

It's great for creating and dispatching service jobs.

Cons

It's too restrictive for any work other than service work, and it's too expensive to only be one of multiple solutions, so we have to use it for everything and find workarounds

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.

Showing 5 reviews of 304 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: Not 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, QuickBooks Online Advanced, 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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