ServiceTrade

Commercial field service and customer service application.

About ServiceTrade

ServiceTrade is a web and mobile field service management application for companies in the mechanical, HVAC, fire protection, commercial food equipment, air duct, kitchen exhaust cleaning, pressure washing, and medical equipment industries.

ServiceTrade helps commercial service contractors deliver amazing customer service that makes their business more valuable. Our customer service features enable online engagement throughout the service cycle to build profitable, long-lasting relationships.

Businesses expect innovative service contractors to enhance their on-site service 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 field technicians, the home 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 operations for single or multiple offices by managing work orders, 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 delivery provided by ServiceTrade leaves a lasting digital impression that makes the contractor’s brand memorable long after the service call. Customers expect service 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. Service contractors who don’t adopt technology solutions for customer service are at risk of becoming marginalized by those who do. Through an amazing customer experience, ServiceTrade enables business growth by attracting new prospects and extending customer relationships beyond the service appointment.

Key benefits of ServiceTrade

• 24/7/365 Online Service Account -- Customers login to a portal on your website to see their service history and upcoming appointments.

• Send your customers an online after-service report that’s chock full of multimedia, and is always online and always available.

• Verification in the Field -- Our tablet app gets customer approval with a digital signature – before leaving the job.

• Online Quote Approval -- Wow your customers (and double your quote revenue) with online approvals. Customers review and approve online – and pictures seal the deal.

• Service Review -- Collect online reviews from your happy customers and put them online where they boost the visibility of your business to prospects.

• 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.

• 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.

• 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.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Images

Service Link mobile-friendly online job summary.
Service Portal online service history is available 24/7/365 on your website.
Send online eQuotes to increase revenue from quoted work.
Requesting an online review is part of the service delivery.
Management staff can see an overview that everyone is where they're supposed to be and the jobs completed each day.
User-friendly, map-based, drag-and-drop scheduler.
Give techs the tools and information they need to stay productive.
View 8 more
ServiceTrade video ServiceTrade screenshot: Service Link mobile-friendly online job summary. ServiceTrade screenshot: Service Portal online service history is available 24/7/365 on your website. ServiceTrade screenshot: Send online eQuotes to increase revenue from quoted work. ServiceTrade screenshot: Requesting an online review is part of the service delivery. ServiceTrade screenshot: Management staff can see an overview that everyone is where they're supposed to be and the jobs completed each day. ServiceTrade screenshot: User-friendly, map-based, drag-and-drop scheduler. ServiceTrade screenshot: Give techs the tools and information they need to stay productive.

Features

Total features of ServiceTrade: 76

  • API
  • Accounting Integration
  • Activity Tracking
  • Alerts/Notifications
  • Applications Management
  • Asset Tracking
  • Audit Management
  • Audit Trail
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Categorisation/Grouping
  • Client Portal
  • Compliance Management
  • Contact Database
  • Contract/License Management
  • Customer Database
  • Customisable Forms
  • Data Import/Export
  • Digital Signature
  • Dispatch Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • File Management
  • File Storage
  • For HVAC Companies
  • Forms Management
  • GPS
  • Geographic Maps
  • Historical Reporting
  • Image Library
  • Inspection Management
  • Inventory Control
  • Inventory Management
  • Invoice Processing
  • Job Management
  • Job Tracking
  • Maintenance Scheduling
  • Mobile Access
  • Multi-Location
  • Multiple User Accounts
  • Online Time Clock
  • Payment Collection in the Field
  • Predictive Maintenance
  • Preventive Maintenance
  • Purchase Order Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Ratings / Reviews
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Appointments
  • Recurring Tasks
  • Reminders
  • Route Optimisation
  • Routing
  • SSL Security
  • Scheduled / Automated Reports
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Service History
  • Task Scheduling
  • Technician Management
  • Third Party Integrations
  • Vendor Management
  • Work Order Creation
  • Work Order Management

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simPRO

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AroFlo

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Reviews

Overall rating

4.6 /5
(261)
Value for Money
4.6/5
Features
4.4/5
Ease of Use
4.5/5
Customer Support
4.7/5

Already have ServiceTrade?

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Showing 5 reviews of 261
Joshua C.
Overall rating
  • Industry: Facilities Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

The wind beneath my wings

Reviewed on 16/5/2018

Clarity in scheduling multiple technicians for multiple stops each and every day. Data and...

Clarity in scheduling multiple technicians for multiple stops each and every day. Data and information easily accessible for planning, business development, and more.

Pros

ServiceTrade has been a joy to implement and use everyday. The dev team, and everyone at ServiceTrade, have been absolutely incredible. I cannot recommend this solution enough.
From day one, we had no half measures. We jumped in both feet and never looked back. The scheduling makes planning our technicians days straightforward and clear. I could ramble on for hours about how much I love the search functionality, and the data you can quickly get to really get down into the nitty gritty of whatever you're looking for.
To my experience, any software that claims to do everything, does nothing well. ServiceTrade is near perfectly optimized for the scope it encompasses. Features are being added all the time, and the dev team are always enthusiastic. I foresee this product getting lots of love for years and years to come. This product only gets better and better.
Third party integrations have been a breeze, and a staggering amount of third party applications are available.

Cons

Only a couple items come to mind, none are deal breakers. A general timeclock for tracking daily general time would be helpful, however we've found a small third party solution for this. Ability to add non-billable appointments and vendor stops would also be nice, and again not a huge deal. A great unification of built-in app and web features would be a great quality of life improvement, however I have a feeling those sneaky devs are up to something already... they always are.

Nicholas R.
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
  • Likelihood to recommend 9.0 /10

ServiceTrade Has Transformed Our Business

Reviewed on 2/1/2020

Before using ServiceTrade we were using emailing of PDF forms on iPads to manage all our of jobs....

Before using ServiceTrade we were using emailing of PDF forms on iPads to manage all our of jobs. Having ServiceTrade took our business to a whole new level and allowed us to expand into multiple offices.

Pros

ServiceTrade has a great product that is intuitive to use. Since we subscribed 4 years ago they have continued to expand on the capabilities with updates to the software every 2-4 weeks. They are very responsive to requests for features and the customer support is super friendly and helpful. They integrate with key software companies to expand their functionality (like Intacct and Quickbooks) and they have a great API and integration with Zapier.

Cons

I hope they can continue to accelerate the addition of new features. There are a lot of companies out there trying to solve the same problems. I haven't seen anyone providing better value yet but I hope ServiceTrade stays ahead of the competition because whoever has the best software to manage their business will hold a significant advantage int he marketplace and we would like to stay with ServiceTrade. Switching software is a pain!

Tammy S.
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
  • Likelihood to recommend 9.0 /10

HVAC/R Company

Reviewed on 1/4/2021

Overall, the software is great. Our customers love the ServiceLink feature and those that are...

Overall, the software is great. Our customers love the ServiceLink feature and those that are signed up for the ServicePortal love it.

Pros

User friendly - a tutorial and a few times using it and usage becomes smooth. We also love the support team.

Cons

Improved data storage to have the software not slow to a crawl as well as the Tech app could have better functionality in terms of improved search for assigned Jobs and enhancing what is available for a Tech to view.

Response from ServiceTrade

Thank you for the review, Tammy! We appreciate the feedback and will pass along your recommendations to our Product team. So glad you are enjoying ServiceTrade and love to hear your customers are loving it, too!

Ken M.
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
  • Likelihood to recommend 7.0 /10

The upload of PDFs is slow

Reviewed on 3/6/2018

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

Eric C.
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
  • Likelihood to recommend 10.0 /10

Beat the billion dollar bullies

Reviewed on 24/10/2019

I love all the problems this software was able to solve. I am secure in knowing that customer...

I love all the problems this software was able to solve. I am secure in knowing that customer service will always take care of my issues. I love the fact that training is available as well as a well-regulated wiki.

Pros

The customer service and the company that designs and runs the software. I love the fact that I was able to go paperless.

Cons

Like any complex software, there is a learning curve when implementing. Also, buying this software does not address every aspect of running a service business. For example, live messaging or phone service.

Showing 5 reviews of 261 Read all reviews

ServiceTrade FAQs

Below are some frequently asked questions for ServiceTrade.

ServiceTrade offers the following pricing plans:

  • Starting from: US$79.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

We do not have any information about ServiceTrade features

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 Cloud, Google Calendar, Microsoft Excel, QuickBooks Online Advanced, Quickbooks Online, Sage 100cloud, 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, Phone Support, 24/7 (Live rep), Chat

Related categories

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