Compare 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.

Features

• API
• Calendar Management
• Contact Management
• Customer Management
• Data Export
• Data Import
• External Integrations
• Lead Management
• Multi-User
• Notifications
• Scheduling
• Task Scheduling/Tracking
• Timesheets
• Travel Management
• Route Optimization
• Mobile App
• Fleet Management
• Map Visualization
• Appointment Scheduling

Summary

• Industry-leading customer engagement and field service management tools that help you grow.

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

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

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

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

• SaaS means that your data is available to everyone in the office and in the field from a variety of devices.

• Our iOS and Android applications enable the latest hardware and software features – no clunky server logins or flaky web apps.

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

• ServiceTrade integrates with accounting applications like Intacct, QuickBooks, Sage, or NetSuite to eliminate double data entry.

• ServiceTrade digitizes your existing forms to minimize the training required to go completely paperless.

FAQs

Does this service offer guides, tutorials and or customer support?

• We have a robust Help Center that we're constantly updating at support.servicetrade.com.

Does this service offer multi-user capability (e.g. teams)?

• Companies can setup an unlimited number of user accounts for their company. Our application allows you to organize them by their location or by service lines.

Who are the main user groups of this service?

• Commercial service contractors in several industries who provide recurring services. Contractors who care about profitability, operational efficiency and great customer service love ServiceTrade.

What platforms does this service support?

• Any browser for desktop users, and native iOS and Android apps

Does this service offer an API?

• Yes! ServiceTrade's open API can be found on our website.

Does this service integrate with any other apps?

• Intacct
  QuickBooks
  Salesforce
  Slack
  Web forms
  MailChimp
  ...and hundreds of others through Zapier

What are some applications this service is commonly used in tandem with?

• ServiceTrade is compatible with Zapier to connect to hundreds of business applications. We also integrate with popular accounting packages including Intacct, QuickBooks, Sage, NetSuite, Microsoft Dynamics or about any accounting platform.

  Our Service Review integration makes valuable online customer reviews part of the service visit.

What is this service generally used for?

• ServiceTrade is used to engage customers online throughout the service cycle, earn marking impressions from the service delivery, provide online after-service reports, create an online account where customers access their service history, manage work orders, schedule techs in fuel-efficient routes, schedule planned/preventative maintenance and emergency service calls, provide field technicians all the details about their schedule and jobs through the mobile app, collect information from field techs through photos, video, audio notes, paperwork, and fillable forms about what they see and do on site.

Vendor Information

Other

• Startups
• SMEs
• Enterprises

• Web App

• iOS
• Android