All There Is To Know About ServiceTrade

Founded:	2011
CEO:	Billy Marshall
Employees	50-200
Revenue:	$10M-$50M
Headquarters:	Durham, NC
Last Updated:	2022

What is ServiceTrade?

ServiceTrade is a cloud-based field service software that helps businesses streamline their operations and improve customer satisfaction. With ServiceTrade, businesses can schedule appointments, dispatch technicians, track inventory, generate invoices, and more. Best of all, ServiceTrade integrates with many popular CRM and accounting platforms, making it easy to get started with minimal training.

Who Benefits From Using ServiceTrade?

If you own a small business, then you know how quickly things can spiral out of control. There are customers to keep happy, employees to manage, and enough paperwork to drown a person. That’s where ServiceTrade comes in. ServiceTrade is software designed to streamline your business and keep you sane. Here’s everything you need to know about this life-saving software.

Running a small business is hard enough without having to worry about the little things. You know, like scheduling appointments, managing customer information, and keeping track of invoices. But with ServiceTrade, you can kiss those worries goodbye! ServiceTrade is the leading software solution for small businesses, and it’s easy to see why.

Features of ServiceTrade

Scheduling

With ServiceTrade, businesses can easily schedule appointments and dispatch technicians using the drag-and-drop interface. We know your time is precious, so we’ve made it easy to reschedule appointments and view real-time changes in the technician’s schedule.

Invoicing

ServiceTrade makes it easy to generate invoices and accept payments online. We also offer integrations with QuickBooks and Xero so you can easily keep track of your finances.

Tracking

Never lose track of your inventory again with ServiceTrade’s built-in tracking features. Our software makes it easy to see what inventory is available, where it’s located, and when it needs to be replenished.

Customer Satisfaction

Keep your customers happy with ServiceTrade’s customer satisfaction survey feature. After each job is completed, customers will automatically receive a survey via email or text message. You can then use this feedback to improve your business operations.

Dispatch

Optimize scheduling and dispatch operations by automating and automating. Provide driving directions with real-time updates to qualified field staff near customer locations to expedite work order requests. You can view field staff schedules and work order details in real time and track their progress. 

Quotes

Provide quotations for potential sales and service orders by generating, attaching, and emailing them. Automate the process of approving quotations and converting them into work orders once they are approved. 

Parts Ledger

Manage the purchase, sale, and storage of parts for service delivery. Create reorder points, control inventory, and bill customers via a centralized system.   

Business Analytics

Organize the acquisition, distribution, and storage of parts for service provision. Use a centralized system to establish reorder points, manage inventory, and charge customers.

Service Forms

Provide service delivery with the necessary information. Make sure compliance is being met and take action if there are any problems. Prepare customized reports that provide the client and authorities with all the information they need, as well as photos, charts, and graphs.

Service Link

Upon completion of the service, provide a job summary and digital documents, images, videos, audio notes, and inspection forms to increase customer trust.

Integration

Activate two-way data syncing with well-known programs like QuickBooks, Sage Intacct, and others. Create unique integrations with Zapier.

Mobile Apps

Field personnel and back-office staff can collaborate and share information efficiently while operating from a distance with Android and iOS apps.

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Plans & Pricing of ServiceTrade

Pros of ServiceTrade

• “Our overall experience is outstanding. The ServiceTrade team is very responsive if any issue does come up.”
• “Asset management and reported deficiencies are fantastic for both customer service and generating future revenue.”
• “User friendly – a tutorial and a few times using it and usage becomes smooth. We also love the support team”
• “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”
• Ability to set up reoccurring events easily.

Cons of ServiceTrade

•  There is a problem with the parts ledger. 
•  The mobile app has problems generating purchase orders. 
•  Navigation and user interface are outdated. 
•  There is a lot of complication with the mobile app. 
•  It takes a long time for the platform to load because of limited storage.
• This program is very pricey. There are significantly more affordable options that work just as well. Major upgrades are frequently released without warning and have a significant effect on your workflows. More flaws are introduced with each update, which has a cumulatively bad effect on the software’s performance. Updates have an impact on the app as well, so your field personnel may experience frequent problems and need to uninstall and reload the program.

Conclusion

There’s a reason why ServiceTrade is the leading software solution for small businesses—we simply offer the best product on the market. From our user-friendly interface to our integrations with Google Calendar and CRM features, we have everything you need to streamline your business operations. And if you ever run into any problems, our expert support team is always just a call or click away. So what are you waiting for? Sign up for ServiceTrade today and see how we can help take your business to the next level!