ServiceTrade

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.
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.
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Reviews
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- Industry: Facilities Services
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Very helpful sales and management tool for Service Company
Reviewed on 2018/05/25
I like that you can have multiple tabs open for convenience and multi tasking
I like that you can have multiple tabs open for convenience and multi tasking
Pros
I like that everything is so user friendly and you can pretty much figure out what you need to do if you weren't exactly trained to do it. Everything is laid out so well and it is so easy to navigate through the system.
Cons
I do not like that if you reject repair quotes that the deficiencies come back in the system to be quote. I would like a way to comment on deficiencies and have an option to reject repair quotes with deficiencies attached with out them coming back into the system. Perhaps to mark them as Fixed, Compliant, Another Company Handled, Non-Issue, ETC.
- Industry: Consumer Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Nearly perfect business tool that will continuously be refined over time
Reviewed on 2024/08/19
My experience with Service Trade has been mostly positive and the only real snags have been the...
My experience with Service Trade has been mostly positive and the only real snags have been the lack of even broader or more precise modifications or adjustments to how information is either presented or collected when it comes to assets. The more specificity, the better.
Pros
The best part of Service Trade is the cohesive integration of between roles. Scheduling, dispatching, creation of job/services, collection of client information for a robust and useful database, creating invoices and billing, the ability to create tags for each asset, client, location, etc. How each step in the process from brand new client to billing said client flows seamlessly with different approaches to how much or little information is needed or shared makes this a nearly flawless experience.
Cons
The lack of ability to rearrange the information fields for asset names. Not being able to do that with the help of a Technical Account Manager (TAM) was frustrating as the TAM had a lot on their plate and was tasked with more important tasks to the company than satisfying my OCD with naming schemes. Not the TAM's fault.
Response from ServiceTrade
Hi Carlo. Thank you for sharing how important it is for your business that everyone has a seamless workflow.
Asset records are so crucial to our data model that our R&D teams are continuing to expand asset management. Please do stay in touch with your account management team for what you need regarding assets to help pave the way on our future roadmap.
Thank you for trusting ServiceTrade! -- Shelley
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- 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
- Industry: Facilities Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Greatly Satisfied!
Reviewed on 2024/11/05
I absolutely love ServiceTrade. This has made my company more profitable and much more productive.
I absolutely love ServiceTrade. This has made my company more profitable and much more productive.
Pros
It is easy to use. Makes my job as supervisor much easier.[sensitive content hidden] is always checking in on us, making sure we are on the right track and showing ways we can improve.
Cons
The report feature is just too expensive for us. That’s the only negative I have.
- Industry: Public Safety
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
South Bay Fire INC
Reviewed on 2024/05/08
Love service trade! This makes my job so much easier! And also the technicians job a lot easier as...
Love service trade! This makes my job so much easier! And also the technicians job a lot easier as well!!
Pros
What I love most about service trade is how easy it is to schedule jobs on service trade. Also, when you put an account in the first time, it saves the account so the following year you do not have to re enter the account information. Also, what I like is that you can look up an account just by the address. Super helpful, and that the map showing what jobs are already on the schedule and each person has their own color pin.
Cons
The only thing is that sometimes when you go to edit a job, when you click and move the mouse over the typed information, the window will close. Not all the time but once in a while.
Response from ServiceTrade
Hi Chelsea,
Thank you for your review! We are thrilled that ServiceTrade is making your job easier.....and especially the technicians!
Please don't hesitate to reach out to Customer Support at [email protected] with any issues! We are always happy to help.
Thank you again,
Leah
ServiceTrade FAQs
Below are some frequently asked questions for ServiceTrade.Q. What type of pricing plans does ServiceTrade offer?
ServiceTrade offers the following pricing plans:
- Starting from: US$1.00/year
- Pricing model: Subscription
- Free Trial: Not Available
Please contact us for your custom pricing.
Q. Who are the typical users of ServiceTrade?
ServiceTrade has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000
Q. What languages does ServiceTrade support?
ServiceTrade supports the following languages:
English
Q. Does ServiceTrade support mobile devices?
ServiceTrade supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does ServiceTrade integrate with?
ServiceTrade integrates with the following applications:
ComputerEase, FOUNDATION, Google Calendar, Microsoft Excel, QuickBooks Online, QuickBooks Online Advanced, Sage 100, Sage Accounting, Sage Intacct, WordPress, Zapier
Q. What level of support does ServiceTrade offer?
ServiceTrade offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
Related categories
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