ServiceTrade

4.64 / 5 (232)

Our advisors have recommended this product 2 times in the last 30 days

About ServiceTrade


ServiceTrade is a cloud-based solution that provides customer service applications to commercial service contractors. ServiceTrade’s mobile and web applications coordinate office staff and field technicians to manage business related operations and customer experience.

ServiceTrade manages job scheduling, technician scheduling and routing for single or multiple offices in a drag-and-drop interface. Photos, documentation, and audio notes taken with the technician’s smartphone or tablet give business owners information about the status of their systems.

Photos, paperwork and a summary of the work performed are delivered to customers’ inboxes for digital record keeping. The solution helps the service contractors to manage relationships with their customers that helps them in procuring future jobs. ServiceTrade offers integration with third-party applications like Sage, QuickBooks, Microsoft Dynamics and more.

ServiceTrade offers service on a monthly subscription basis that includes support via phone and email.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

232 Reviews of ServiceTrade

Average User Ratings

Overall

4.64 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(147)

4 stars

(78)

3 stars

(7)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 232 reviews

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May 2018

Joshua from AAA Fire Safety & Alarm, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2018

The wind beneath my wings

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

Pros

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.

Cons

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.

August 2017

Sonya from Team 360/Nelbud

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2017

I don't know what I would do without Service Trade!! It makes my job so much easier.

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.

September 2016

David from Christopherson Fire Protection

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2016

Service Trade absolutely revolutionized our business. It is amazing.

Our company went from a literal shoe box full of index cards to Service Trade. It was such an abrupt jump in technology our heads were left spinning. There are so many benefits to using Service Trade that it is difficult to lay them all out. The best way to describe it this. If our company were a car, we went from square wheels to round wheels. Everything just runs smoother and almost all our information is accessible from anywhere.

Pros

Service Trade understands the needs of service contractors today. Many of us (contractors) are simply not plugged in to the highly valuable technology platforms that we desperately need to compete in the service industry. They have assembled a software platform that is easy to use, easy to learn and yet, provides AMAZING tools that most service companies and contractors could never conceptualize, let alone build, implement and support. They are accessible and interested in my success as a contractor.

Cons

There is not much I do not like about Service Trade. If I were talking to a friend about Service Trade, I would say that some of my employees faced a bit of a leaning curve to get through. One cannot simply sign up and never work again. They offer live human U.S. based training (a deal sealer for me), training videos, a trouble ticket system, on screen walk through and a growing knowledge center. Like any cutting edge technology, it is exciting to learn, and WELL worth the effort.

Response from ServiceTrade of ServiceTrade

Replied September 2016

David, Thank you for sharing your story. I'll make sure that our services team know that they've made a different for your staff. We're happy to be your partner! -- Shelley

August 2018

Bobby from ASA Fire Protection

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2018

I am a technician using ServiceTrade for my daily jobs

It is a great application to use for the service industry and I know that there are still a bunch of small mom and pop places using the good ole pen and pad method for their services. I’ve been recommending this application to these small companies when I service them trying to simplify their lives really.

Pros

I like that we can run everything into and out of ServiceTrade with scheduling the jobs as well as invoicing from that listed job and have everything linked to one system instead Of pulling from everywhere to close out one job. It simplifies the entire process from the admin side. From the technician side, it lays everything out in a systematic fashion. Our jobs are separated by the day and we can attach photos, invoices with job line items, as well as list deficiencies that still remain with photos. Also with the customer being able to have access to it, they are on the same page and know everything that is going on at all times and aren’t kept in the dark.

Cons

The one thing that can improve I would say is when you select map to map ping the location of your jobs. It would be fantatstic to be able to select just a day instead of showing your entire schedule. We drive all over the state as well as surrounding states and to be able to narrow the search to just show what I have tomorrow for example, I could visually see where my jobs are and plan my day accordingly. This one be the greatest improvement to make from a technician standpoint.

October 2016

Crystal from Southern Outdoor Restoration

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2016

A must-have for modern service industry businesses

If you're scheduling multiple crews, wanting to see where the techs are/ when they clocked in, and wanting to give customers great follow up information and photos, you pretty much have to have Service Trade. After the initial learning curve, which is definitely not bad, it frees up a lot of time and bandwidth because you can do much more. It keeps it organized for you and impresses your customers with the technology they expect- even from their HVAC, fire/ safety service, etc. We've made a number of requests for changes and tweaks in the system to customize it further to our needs. Not all can be accommodated, but tech support has been great at listening to us and making sure they understand what we want. Then they tell us if it's feasible or if there is a better way that already exists. We've been really happy with the personalized touch. We attended their recent conference in SC and were really pleased with the additional ideas that are available that we're not yet implementing- getting to work on those ASAP. Get with the future or get left behind. ServiceTrade is the new requirement for what we must provide to do good work and give customers what they want. ST is allowing us to expand and grow.

Pros

Ease of use, short initial learning curve, number of available features

Cons

Invoicing could be smoother - requesting more features for this area

August 2016

David from Fire Pros


Ease-of-use

3.5

Customer support

4.0

Functionality

4.0

August 2016

Flexible tool for completing job paperwork

Pros

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.

Cons

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.

October 2016

ena from Power-West Industries Ltd

Company Size: 11-50 employees


Ease-of-use

5.0

Functionality

4.0

October 2016

ServiceTrade - a great product for service teams!

This is our 3rd go around with Field service software and up until this point I truly did not feel we would find something that would work in our industry. I am very pleased to have found ServiceTrade. This software is clear, concise and easy to navigate. The implementation was a breeze and - a real pleasure to work with Steve and Aaron. Both gentlemen seem to understand the business itself and not just the software which is where I have experience difficulty with other software providers as they were not able to help me solve our business problems. It is easy to find the information you are looking for and the ability to tentatively schedule and plan out 3 months ahead is game-changing for us. Updates every two weeks and the software is continually adding new functionality means that we can continue to improve over the long term. This softrware is well thought out and suited to real working service companies.

Pros

Easy to navigate, scheduling and planning in advance, different views for scheduling vs. dispatch is a real bonus. Recurring services is an important feature for us and this software handles it the best I've seen. Tracking discrepancies ensures we don't drop the ball internally and ensures we provide the level of service we promise our customers. The asset details and the fact that technicians can access both the assets, and the job histories of each asset really easily makes their jobs so much easier. Ability to provide updates and job work orders/invoices to customers without any duplication using service link is a great feature.

Cons

I wish there was better reporting on technician hours as a separate report. It is easy to see the time on a job basis but it would be extremely helpful to report hours on a daily, weekly, bi-weekly and monthly basis separate from the jobs themselves.

October 2016

Eric from Team 360 Services

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2016

The most useful business tool on the market, which a company can't afford not to have

Service Trade is an asset for any company, big or small. I have worked using many other company, electronic based tracking tools, but none as extensive as Service Trade. Service Trade can do it all, quoting, deficiency tracking, pictures and work acknowledgements. The comment section is very useful for field technicians to keep track of the trends at any customer site. I utilize the tablet version, and the smartphone version. It would be great if signatures were available to be captured on the smartphone app as well.

Pros

Its user friendly, its an asset to any company, of any size. It helps save paper and helps save time with its ability to capture images. It also make turn around time to send out quotes 10 times faster as the deficiency section is real time, even before a tech leaves a site.

Cons

On the Mobile phone version, technicians can't capture customer signatures.

May 2018

Eric from Nelbud Services

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

May 2018

One of the best tools on the market, for a business of any size

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.

October 2016

Joey from Unifour fire & safety

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

October 2016

The last update fixed alot of minor things that i would have suggested. Good job!

The one thing i can think of is getting the software to rememer email adresses when finishing work acknowledgments. Similar to How your email works, as you start typing in the email address it will pull up previous ones used that match. This will keep repeat customers from having to type in there full email adress every time. Some custommers have a hard time finding those dificult keys strokes like "_".

Pros

Easy to use once you get the hang of it.

Cons

Any cons have nothing to do with the software and Everything to do with APPLE DEVICES.
I often wonder how it works on an Android Platform.
Maybe FIX THE BUG WITH { }[ ]~<> SYMBOLS in the deficiency section .......Im the lucky one who caused this error at our company, locking up a couple jobs on the office side. OOPS....

October 2016

Linda from Norred Fire Systems, LLC

Review Source: Capterra


Ease-of-use