ServiceTrade

It takes away a lot of the anxiety and stress that would come from just normal paperwork

Pros

The speed is what I like most. It makes the work go so much faster and it makes it a lot easier to organize.

Cons

I have had a few times where I have all the deficiencies done and I go to fully complete everything and all my writing is gone from deficiencies but the pictures that I took are still in there. I don't know what happened but it gets extremely annoying

Pros

The ability to have technicians know exactly what they are going to service before they get to the customers site. Also, I like the map part to know where a technician is going.

Cons

Not being able schedule a job from the phone version. It would be nice to have it so a technician could schedule from their phones to cut down on the amount of devises a tech needs.

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

Pros

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

Cons

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

Improved production time, better communication with customer, time saved from rewriting reports, flexibility in schedule and ability to pick up past due jobs.

Pros

What I like most about this software is the ability to better serve customers through improved description and pictures of deficiencies and communication overall through the comment feature. It greatly improves time and can make any business a pro in the service industry!

Cons

What I like least about this software is its compatibility with pdf programs. Service trade's link with Adobe and xodo still has a couple bugs.

I can see what the office has scheduled for me days/weeks in advance and plan my schedule around that.

Pros

The ability to organize everything including reports, pictures, and deficiencies to be done and anyone with access can see them as well.

Cons

Would like the ability to single out map dots by day where that day is all you see. Also when two techs are clocked into a job and one signs out, it dissappears from the other techs service even if the other tech isn't ready to clock out.

Pros

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!

Cons

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.

The ability to be mobile with all the information that's important for the job.

Pros

It's ease of use, and the information that can be shared, from the field to the office. From the office to the customer. And from the office to the technician. It allows us to eliminate phone calls back and forth. The information is now all in the application.

Cons

The software is designed for all kinds of information, it is the one inputting the information that is least liked, because people don't take the time to input all important issues.

Less paperwork
getting paperwork back faster from techs out of town
past documentation, contact information in the system with out files or old rolodex
tracking techs onsite/offsite jobs
tracking hours onsite/offsite jobs

Pros

I like being able to see all documents/contact information in each customers file without going to an old file cabinets or rolodex.

Cons

I wish there was an easier way to track the following on a separate tab with search options: (other than main service trade page)
-overdue jobs without appts.
-past jobs to be marked completed
-completed jobs to be invoiced
reason being toggling between jobs and this page is time consuming.

Streamline operation. Great scheduling benefits and the ability to know in real time where all your techs are and we can make decisions accordingly.

Pros

Scheduling and Time keeping features. It has helped us an extreme amount with invoicing jobs because we can clearly show when our techs are checked into jobs.

Cons

Sometimes there is a little bit of lag when doing invoicing. When doing multiple invoices at one time there can be a delay as it uploads to the actual invoice screen.

Tracking of job times for greater profit.

Pros

The software was user-friendly and allowed us to easily enter our customer information and schedule all the work. It allowed us to track the job times and improve our productivity and our profit margin.

Cons

The plan that we subscribed to did not have real time geo-tracking of the technicians, which we really needed.

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

Pros

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.

Cons

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.

My daily job functions are more manageable

Pros

What I like most about service trade is that the software team always work on improvements and updates to make it easier for companies like mine to stay current and up to date.

Cons

What I like least about service trade is that sometimes when you are using the search box it can be very sensitive on how and what you enter. I.E if you enter 103 East street to locate an address it will not pull it up because its saved as 103 E. Street. So in instances such as that it can be very sensitive.

very smooth flow from quote to field

Pros

It was easy to pick up for my sales team and field techs. The amount of data we can now input into each inspection and service is a great tool. Having that job history at out fingertips in the office or field is such a value to us and the customer.

Cons

The service dashboard could use better more specific filters. All history is retained so it is impossible to remove any quotes or jobs that may be started erroneously.

Pros

The historical tracking of jobs at your fingertip is the most valuable tool that any service person can have. Saving minutes a day with this one feature alone adds up to days and weeks, and everyone knows time is money.

Cons

Cons are few and far between. I would like to be able to upload different types of attachments beyond jpeg and pdf.

I can check on job status will out being at the office

Pros

The thing I like the most about service trade is that we don't have to carry paper files out of the office. Once the system is setup all the info I need is at you finger tips.

Cons

Trying to manage scheduling and dispatching is not easy when you're in the field. You cannot use your tablet for everything.

Lots of internal efficiencies and transparency.

Pros

It is intuitive, flexible, accommodating and innovative for new functionality. It is always expanding with core functionality and connecting with other complementary software.

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.

Pros

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.

Cons

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!!

Pros

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!!

Cons

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

Since the new updates I have not had any glitches! Things are smother and less hectic! I like the fact that I am no longer kicked out of the app like I was before!

I have never used this type of system in the past. But so far I feel that it is easy to navigate that all levels of computer users can use. I would recommend this software to anyone else.

Pros

How easy it is to navigate

Cons

Some of the things don't transfer to new jobs