ServiceTrade vs Intuit Field Service Management Comparison

ServiceTrade is easy to use with lots of forward thinking features, integrations and potential. We use it far beyond service functions. We now use it for all recurring services, billing and scheduling.

We had to ask for them to develop a few features and they delivered in a reasonable timeframe. I do wish it was stronger with quoting and customer management however, it was not made for that and has prebuilt integrations to CRM.

Well, I open the app every morning, soon as I'm in my van. My appointment for the day is there & ready to go. It's just easy for me, I really enjoy servicetrade.

Honestly, i haven't ran into anything that I dislike yet.

Hi William. It's great to hear that you start the day knowing what the plan is -- even if things don't always go according to the plan! Thank you for enjoying and trusting ServiceTrade. -- Shelley

How simple the project was to work through whether on a computer in the office or on a phone / tablet in the field.

Pulling reports for open work orders could be easier to avoid calls getting lost week over week and invoicing falling behind.

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.

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.

In field usage

In office ease of navigation

ease of use not only for office personnel inputing projects but the ease fr the in there field service personnel, this is where the biggest benefit and savings come in, the field guys grasp on the ease if use and because of the ease of use they bought into it and enjoy using it.

No real Cons just know that they are constantly tweaking and modifying to improve

Asset management and reported deficiencies are fantastic for both customer service and generating future revenue.

Limited capabilities in invoicing, manually have to add sales taxes to each transaction, cannot change or alter item description. Does not always integrate 100% to QBO, failed invoices with no real explanation (maybe 1 in 20 occurrence). For whatever reason email never port into QBO invoices, always have to manually add. Error messages are illegible/not in plain english for easier understanding and trouble shooting.

No pros were added to this review

No cons were added to this review

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.

ease of use, ST team is always open to feedback from users

none

We have used multiple service programs and this by far is the most user friendly app out there it may take a little more time on the office side but it makes it great for in the field and for the customers.

No cons were added to this review

Customer service is amazing - they quickly respond to any and every questions we have. Software is very user friendly for our technicians in the field. They are able to log notes and photos without any extra organization from the office, which saves us time.

My only complaint about the software is the scheduling set-up. We are unable to have a visual reference for the amount of time a job is scheduled for in the standard view - you have to go into the daily view.

How easy it is to use. You can use Service Trade for all aspects of a job, from quoting to job management.

I haven't found a way to have site photos appear on every job created for that site.

Ease of tech use in the field and ability to schedule jobs.

Some struggles invoicing per "picky" customer requests on our end.

Service Trade is a great tool for dispatch and management of our service business. We are looking for ways to utilize the system to also manage our construction and job costing of our installation business. We are finding that at times it is not as intuitive as we would like to create and utilize data reports from ST. The only way to do this to add a subscription for engineers to build the reports or go to the Enterprise which for a small business is difficult.

Some of the features are not quite ready like Service Forms or project management. We have also had some issues with getting parts ledger working 100% and this was not realized until we have gone live with the system. We woudl also like to have the ability to pull live reports to manage our business and don't feel this should require enterprise account if the reporting is already created and available.

Ease of access when in field to pull quotes and create new ones.

Loss of information if not saved immediately

Software makes it easy to covert opportunities identified in the field to customer quotes.

Integrations with accounting software is inadequate

Hi Gene, I'm sorry to hear about your experience. I passed along your feedback to your Project Manager to help with your requests. Sounds like things have been moving in the right direction during your implementation, so I'm glad to hear you received the support you deserve. - Mary Clayton Shearer

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.

The professionalism presented to the customer. With the Service Trade platform all of our admin is streamlined from the office to the field and back again. It leads to timely information to the right places, and helps us present a very positive and professional image to our customers. Consistently.

The complaint is less of Service Trade and more a systemic problem routes in the reliance of mobile data. When cellular coverage is marginal or lacking it bogs the program down.

Hi Matt. Consistency is a great word to use - and is important to both employees and customers. We're so glad to hear that ServiceTrade has improved consistency and streamlined processes for your business. Thanks so much for sharing your thoughts. -- Shelley

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.

All customer information can be seen from one screen, very convenient for techs in field

Tobe able to insert multiple e-mail addresses when e-mailing invoices

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.

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.

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.

Intuitive, easy to use

nothing