ServiceTrade

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

Pros

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

Cons

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.

It helps me be more productive and saves time

Pros

The ability to see future work, past work, and the pictures and documentation features are remarkable. This software reduces time and effort to help organize and simplify paperwork and never having to worry about lost paperwork ever again!

Cons

From a mobile user's point of view, the front side of service trade normally functions and loads quick. But the back end of service trade, i.e. manifest and previous completions, loads slowly.

It has been a great solution for keeping recurring services in front of us.

Pros

Quote and Service templates are really great. All of the Google "behind the scenes" is really good too.

Cons

Sometimes the speed of loading the next screen. The calendar could use some enhancements, I would be great if you could "nest" service templates into quote quote templates so when you selected the quote template it auto populated the services in advance

Streamlining of Job processes
Better communication to technicians

Pros

Scheduling Board - Real time pictures - Deficiency tracking and monitoring
Recurring job set up
Ability to reference historical jobs

Cons

There is no built in feature to download all pictures from a job
Cannot easily scroll through job pictures

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

Pros

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.

Cons

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.

Not going to office being to get started earlier

Pros

Ease of use the speed of which my uploads ,are once I enter my upload I'm done .I like being to see my schedule on my phone or tablet and not having to go to the office to pick up or deliver reports and I can clock in and out and track my time it's great.

Cons

Once I upload I can not go back and make changes or correction even if I have not closed the job I have to create another report and email office of changes made be still it is a great program

It has a lot of good features to organize a workforce of technicians

Pros

Easy to schedule a tech, see jobs location and schedule another nearby job. Allows you to see a weekly calendar of Customers and techs scheduled .

Cons

When looking at a customer location and looking at past jobs, can not tell services performed on that job. You must click on each one to see services performed, very difficult to find a particular service when multiple services on 1 job.

Easy way to use it. Very convinient

Pros

Its very easy to use. I am able to use it in a Tablet mode and Computer mode.
I like How I can sync Invoice to Quickbooks. Also If If I need technical support, I get help right away. They are able to teach me how to use the program.

Cons

Cons, could be that If I sync an invoice to Quickbookd and the Items are too long it wont let me send it.

Pros

The organization of each job. The ease of pulling up each deficiency in the past. The ability to scan paperwork to each file.

Cons

Video uploads take forever. The deficiencies are difficult to explain in a video when you're trying to do it in under a minute. On the mobile app its worse, you only get 10 seconds.

It brought us into the 21st century regarding our scheduling and employee management.

Pros

Simple to upload photos, documents, and audio files to supplement records. Frequent updates with new, easily utilizable features shows that the company is always striving to improve their product. Customer service is excellent. Employees generally have a good sense of humour and are client-oriented.

Cons

Cost to integrate with QuickBooks (high price for smaller businesses) versus cost of time spent to duplicate invoices in both programs w/out integration (and the maddening redundancy). Would be great if we could directly import associated files when transitioning from a past inspection to a scheduled job instead of uploading the files all again for the job.

Pros

My favourite feature is when you are creating a new customer it pulls in the complete name and address from google

Cons

Slow response time when saving data or moving forwards/backwards from one screen to another. Could be more of an issue with my computer.

I continue to be able to get quotes out faster than my customers have a chance to bid out the work. So the deficiencies I find, I typically end up conducting repairs for. Customers want solutions now... this app allows that

Pros

This software does it all. If you are looking to cut operations cost, as far as tracking job completion, deficiencies and scheduling, you will love this software. As far as I'm concerned, it's unmatched, and I've been in my profession for over 15 years, with big companies, who waste lots of time and money attempting to create similar tools which aren't incrementally close. Real rime deficiency quoting destroys competition who don't use this application.

Cons

From a user standpoint, there are many options only available from the web version which I think could be useful to technicians who use the mobile version. The number one thing for me would be the ability to schedule jobs from the mobile app which then can be integrated into the calendar on the mobile device. This to me is the only thing I would change.

Pros

Can also use on your mobile phone with the app. Loads test and give you a list of future jobs. Ease of changes you can make if needed

Cons

The calender pop up for dates even when your not entering the dates. The clock in and out when the app is open on your phone

Pros

Constantly updating and improving. Serious about this buisness and about growing it long term. Bearded briefing is helpful and is looking out for our interests. The conference was great I didn't attend but my people said it was worth while.

Cons

Price. Need to better accommodate larger projects (large number of tasks and several thousand hours). Would love to include a crm software not for intergration but part of the platform. Sales force?

Pros

I like the fact that everything is very easy to use. Any time there is an update, there is a notification that notifies users and walks them through the process.

Cons

I do not have any cons. Service Trade is very user friendly, and pretty much self explanatory. It is the easiest part of my day.

Organization, ease of scheduling, tracking jobs and job costing aspects

Pros

Pretty user-friendly, with help readily available. Service Trade seems to be very receptive to suggestions from its customers, who are the ones using the software.

Cons

There are several things that seem to be missing in the flow of creating new jobs and quotes from existing jobs.

Pros

I like how it tracks the man hours as well as all the items/services that our team offers and bills out. It is simple to breakdown and find information.

Cons

I think some improvement could be made with ease of use in the online mgmt pages. I would personally like to easily access invoices and current jobs in how items and services re wracking up to see the value of bills.

Pros

It's very easy to bill in. You can see where the techs are when they clock in and out on site.
Truly helpful for when you need to know where they are for a job. If you happen to make an error, it is easy to fix. Great software all around.

Cons

There is actually nothing that I do not like about ST. Like I stated in the Pro's it is super easy to use.

Organization, Scheduling.

Pros

Convenience of scheduling and tracking the schedule from any internet connection and Tracking who makes the changes.

Cons

The Scheduler is not the only person that can schedule Jobs. Apparently other Assigned Roles have the capability even though it is not listed in their Roles.