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

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.

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.

Overall Experience as been Good to Great.

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

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).

We used ServiceTrade for over 6 years for all aspects of our fire alarm business. It was a great software at the beginning. That being said, they have made too many updates that were not properly tested, and the end result is a software that just doesn't work anymore. They are no longer a high quality product, but continue to charge as if they were. If you use ServiceTrade for all of your business's processes- installation, work order tracking, recurring service work, invoicing, profitability tracking, timecards, inventory management- you will be extremely disappointed in the result.

This software is user friendly. Your field staff will like the UI- either through the cell phone or a tablet. Very customer friendly. Automated emails with custom links is terrific. Overall their product looks great on the surface, and the presentation is top notch.

This software is EXPENSIVE. There are much more cost efficient alternatives that perform just as well. Major updates are frequently rolled out without notice, and have a huge impact on your processes. Each update results in more bugs, and have a cumulative negative result on the performance of the software. Updates also effect the app, so field staff are constantly having issues, and have to delete/reinstall the software. Data is extremely difficult to mine (and yes, it costs extra to access that data). Determining how your techs perform, gross profit for projects, sales numbers are almost impossible to gather, and is often inaccurate once you figure out how to run the report. This software does not handle different tax rates, and will result in you charging the wrong rates to your customers, costing you money. Every feature costs more money- and the features frequently do not work as intended. (Timecards, recurring invoicing are major disappointments)

Servicetrade provides real time access to photos, videos and paperwork that allow me to provide real time updates on repairs to clients. In the information world we live in today, Servicetrade allows for real time updates on the status of repairs.

The dispatch board does not update without refreshing.

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!

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.

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.

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.

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.

I like that you can have multiple tabs open for convenience and multi tasking

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.

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.

Wonderful - great product and people!

We appreciate everything about the app as it is extremely useful across all functions and divisions. We have seen significant gains since implementation.

There are minor portions of functionality that I wish was included however, they are 'wish list items' that get included as time passes.

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

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.

Ease of communication between office and mobile technicians

Ease of use, features offered, always improving.

Visibility. Some features could be better viewed with an overview dashboard effect in mind, so there's less clicking from screen to screen.

Would like to have better customer financial reporting. OTher then that Service trade has been a mager upgrade to running our service department.

Service Trade was very easy to install and roll out, its features contain all we need to manage our field, purchase parts and quote and invoice. I like the quoting features the most, it allows for quick turna round from tech to the customer for fast approval of the work.

Financial reporting and profitability by customer. The systems should have more accurate reporting on the financial status of the customer with out having to look in several places. Or assing a contract to every customer.

My overall experience with ServiceTrade has been positive. The software provided a comprehensive solution for managing service operations, from scheduling and dispatching to invoicing and reporting. Its robust feature set and real-time mobile access enhanced the efficiency and effectiveness of service workflows. However, the complexity of the user interface was a minor drawback that could benefit from improvements to enhance user-friendliness. Nonetheless, ServiceTrade proved to be a valuable tool for streamlining service management processes.

One of the things I liked most about ServiceTrade was its comprehensive service management features. The software provided a robust set of tools for managing service orders, scheduling appointments, and tracking service activities. The ability to create detailed job records, capture customer signatures, and generate professional invoices streamlined the entire service workflow. Additionally, the integration with mobile devices allowed technicians to access and update information in real-time, improving communication and efficiency.

One thing I liked least was the complexity of the user interface. The software offered extensive functionalities, but the interface could sometimes feel overwhelming, especially for new users. Navigating through various features and settings required some learning curve, and it would have been helpful to have a more intuitive and simplified user interface to improve the overall user experience.

The vendor spent several days at our company training us. He showed us how to use the app and web site and then reviewed our paperwork after we had spent a day in the field of actually using it on OUR jobs, on location. This was key to help us refine the details of how to properly use the software. The software allows us the flexibility of downloading paperwork from our main office to our tablets used in the field and uploading inspection and service forms and images back as scanned .pdf or .jpg files from the field, fillable .pdf's from the app, images directly from the tablet camera, or images and files stored on the hard drive, they can be emailed to the app or downloaded through the web site. This flexibility allows us to use many means to accomplish our work. I have found that the scanner app I used previously can share the scanned files directly with service trade without opening any other app, I used to have to scan the document, close the scanner app, open the file, share it to my email and then fill in the email address and other info to email to the recipient. This software also makes it easy to include a photo to document work that needs done or problems that need to be corrected as well as a quick image of the completed job to document how it looked when we left.

We currently have to continue using our old method of paperwork as well as using service trade to make sure there is nothing lost until everyone is comfortable with it so we have to do the paperwork twice. The software is internet based so in remote locations without Wi-Fi or good cellular reception it can be nearly impossible to get or send the paperwork. Some of the work can be downloaded before traveling to the site, completed in the field and then uploaded after returning to an area with good reception but this doesn't allow accurate timestamp of arrival and departure and the signed work order has to be left open until it can be uploaded.

Overall, Servicetrade is a powerful tool. It takes the stress of managing customers and jobs once it is implemented fully.

The customer database is easy to use, the mobile app works well and is not overly complicated for the field guys. Integration with our existing Quickbooks system was fairly straight forward. Billing and quoting work very well. The email tracking of quotes to customers is nice.

There is a learning curve. It has some quirks that will hang you up until you understand them. The analytics could be better. tracking certain things is tough. Tracking time for payroll is almost impossible.

I have been using service trade for over year now. Every time I need help or have a question about the program I get amazing feed back from your techs. They are always fast and go above and beyond what was asked. Navigating in this program is very easy and I find the videos very helpful. I also enjoy the online classes like Ned talk they are very informative. My only wish is that you would do an informative training class for users around Oregon or at least some where easier to get to then Carolina. You have added so many new useful things in the past year and i'm always excited to see whats new. I would recommend this program to anyone very efficient and easy and there are so many amazing features. I would rate this company an overall 5 stars in customer service we love being with your company!

I would honestly be typing for days if I listed all the pros to being with your company. You guys are great in customer service and your program!

Wish there was a training class on this side of the country. It would be nice to talk to other users in a group setting and see what everyone else has learned.

This software is easy to use and robust. I have personally used 3 other automated dispatching software programs and this one by far is the best I have used. I love the fact that with a couple of clicks I can find history on any asset we have performed work on. The ease of building and sending quotes has increased our customer approval. Pictures and videos being uploaded to both the work acknowledgement and the quote makes explaining things to the customer unnecessary in most cases. They can just open the link and look at everything we wrote up. Our customers love the detail and the ease of use for approving quotes and for looking up their asset history on their own. All in all an awesome program.

The ease and simplicity the program is to use both on the administrative side and the field side

It can sometimes get slow when you have a customer that has a lot (over 800) assets.

Management of the entire service aspect of our corporation, from one end to the other.

The flexibility of managing Technicians in the field and the backend Office Users; from Dispatching, Scheduling, Invoicing, Forms, and Data. We have a way to track our strong points and our weak ones. The ability to create and maintain our own form library has given us the ability to satisfy our Customers and locale AHJs in a manner we were never able to do before.

While we have the ability to create our own PDF forms which we can code to auto-populate most static data, we cannot do this on the couple of Spreadsheet Graphing forms we have created to fill a vital need. Also, when updating the PDF Forms, which is necessary from time to time, we must re-load the entire library section where the form is loaded so it will compile in the appropriate order in the forms package. Those are the very few issues we have experienced, and given ServiceTrade's willingness and ability to address needed updates to their software, we have confidence that these issues will be tackled, if possible.

Our overall experience is outstanding. The ServiceTrade team is very responsive if any issue does come up.

ServiceTrade is great for our business and our customers. The customer portal is a feature we offer to our customers that sets us apart from other companies. Ease of use in the field makes our technicians lives better. Scheduling and Time keeping is a breeze. The service history is an invaluable tool. Quoting straight from our technicians completed job helps us make sure we are not dropping opportunities, which improves sales and improves service to our customers.

There have been issues with syncing from the mobile devices.

There are several benefits our company gets from this software. It stores our jobs and details, our technicians use it to track where they are to go. We store special notes and comments that helps with invoicing. It helps the executives with gross profits margins. We track parts and labor hours and job details.

Easy to navigate around the software. I can search for customers using different variations of the name of business and/or the address of the location.

The only thing that I do not care for to much is the tagging feature. If one job is tagged that tag sticks to customer each time a job is set. I.E a customer may be tagged to have a PO for a specific job and maybe the next doesn't need a PO because it was under the dollar value. The PO tag sticks to that customer each time insinuating that the job needs a PO when it not necessarily the case.

I love how our techs can upload all of their paperwork & pictures for jobs. I can go to a customers location & see all of the jobs we have ever done for them. We can adjust paperwork & pictures with the drag & fix option. I like how it keeps track of our techs drive hours & work hours separate. There is a place for all of our information. It is just the best!!

I love how our techs can upload all of their paperwork & pictures for jobs. I can go to a customers location & see all of the jobs we have ever done for them. We can adjust paperwork & pictures with the drag & fix option. I like how it keeps track of our techs drive hours & work hours separate. There is a place for all of our information. It is just the best!!

Like once every 6 months it might go down for like 5 minutes. But they get it fixed & back up & running.

ServiceTrade is very feature rich and I'm impressed by the variety of use cases that it handles and wealth of features. However for us, this plus is often a downside. We have very specific use cases and sometimes the way data is setup in service trade is not the best fit for us. However, this isn't really a complaint, rather an observation. If ServiceTrade was to fit our needs better, it would not fit the needs of other organizations. I've been impressed with the responsiveness of the service and development teams who have provided timely and detailed answers to questions I have raised.

Feature rich UI.

With the wide use cases, it often feels like I'm having to solve two or three problems to solve one of our internal problems. Meaning, it is sometimes a complicated process to map a feature request in our domain to an implementation integrating service trade... but I don't know that there is a way to solve that. It is the nature of the service trade platform to have to accommodate a wide variety of use cases, and I understand that.

I highly recommend this platform to any service oriented company. The streamlined software enhances efficiency while distinguishing your company above others.

Our technicians all use the software to clock in to jobs, make notes and take pictures of jobs, and maintain records for each customer. This easy to use online software allows for us to quote customers and track service progress easily between the office and on the field.

This software is great, the only issue our techs have experienced is in areas with poor cell service.

Overall I am quite happy with the Service. After all of the bugs got sorted out, it has been amazing to use especially for the day to day operations

I like that it is easy to use, and I am able to find what I am looking for very quickly

There are some connectivity issues, and there have been some issues with having to upload the reports The have been times where I have had to delete the program off my phone and reinstall it just so the uploads can work correctly

The biggest thing for me is the speed of getting the quote to the customer for service at their facility. A lot of time i can send a quote while the Technician is still on site and we are able to get approval for that repair that same day, Saves a trip back

we like the way we attach pictures of deficiencies so the customer is able to see the issues with their equipment.

sometimes there are updates done and i am not aware of them until i am using the program, all in all i really don't have any issues with Service Trade