ServiceTrade Commercial Features

ServiceTrade Commercial

Commercial field service and customer service application.

4.64/5 (259 reviews)

ServiceTrade Commercial Feature Summary

  • QuickBooks, Intacct, Sage and more.
  • Keep track of current and future work orders.
  • Open APIs give you dozens of app integration options.
  • Notify customers and staff throughout the service cycle.
  • Manage technicians' work schedules
  • Give customers an online account for their full history.
  • Share customer data and sales opportunities
  • Store your customer, location, and asset info.
  • Digital signature on after-service work acknowledgement
  • Documents and forms are stored on the job record.
  • Convert your paper forms to digital to go paperless.
  • GPS features to track the techs and build efficient routes
  • Customers, admins and techs access the service history.
  • Store and share photos of the work performed & issues found
  • Create a pro forma invoice to send to your accounting system
  • Plan the services that make up each job appointment.
  • Keep an eye on the status of each work order.
  • Native mobile iOS and Android tablet and smartphone apps
  • Control user-level access across your organization.
  • QuickBooks integration
  • Send online quotes and know when the customer views them.
  • Data collected in the field is sent to the office instantly
  • Track technician progress in real time
  • Customer-facing and internal notifications and updates
  • Summarize technician activity in real time
  • Updates from the field are visible in the office instantly
  • Managing recurring jobs so they don't fall through the crack
  • Quick-search feature to find customers and jobs
  • Manage customer contracts
  • Easily schedule technician jobs and tasks to be completed
  • Build labor- and fuel-efficient routes
  • Drag & drop interface for admins to schedule and dispatch.
  • Convert more opportunities into revenue with online quotes.
  • Use your customer service data throughout your company.
  • Request reviews from happy customers to boost your brand.
  • Organize jobs by geography or service line
  • Collect signatures before and after the work is completed
  • Maps are integrated to makes things easy for techs & admins
  • Track recurring maintenance schedule for customers
  • Online features keep customers informed (and happy!)

Competitor Feature Comparison

API
Access Control
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Application Integration
Assignment Management
Audit Trail
Auditing
Automatic Backup
Automatic Notifications
Billing & Invoicing
Booking Management
Business Analysis
CRM Integration
Calendar Management
Calendar Sync with Google
Categorization
Client Portal
Communication Management
Compliance Management
Contact Database
Contact History
Credit Card Integration
Credit Card Processing
Custom Forms
Customer Accounts
Customer Database
Customer History
Customizable Templates
Data Extraction
Data Filtering
Data Import
Data Import/Export
Data Visualization
Digital Signature
Dispatch Management
Document Storage
Document Templates
Drag & Drop Interface
Electronic Payments
Electronic Signature Capture
Email Integration
Email Notifications
Email Tracking
Employee Database
Employee Management
Employee Portal
Estimating
Event Calendar
File Management
Forms Management
GPS
Geographic Maps
History Tracking
Image Library
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Location Tracking
Maintenance Scheduling
Mobile Integration
Mobile Signature Capture
Multi-Location
Multiple User Accounts
Partial Payments
Progress Tracking
Project Notes
QuickBooks Integration
Quote Management
Ratings & Reviews
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real Time Updates
Recurring Tasks
Referral Tracking
Reminders
Route Optimization
SLA Management
SMS Integration
SSL Security
Sales Tax Management
Scheduled Reporting
Search Functionality
Secure Data Storage
Secure Login
Status Tracking
Summary Reports
Tagging
Task Scheduling
Third Party Integration
Time & Expense Tracking
Work History
Work Order Management
Workflow Management
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API
Access Control
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Application Integration
Assignment Management
Audit Trail
Auditing
Automatic Backup
Automatic Notifications
Billing & Invoicing
Booking Management
Business Analysis
CRM Integration
Calendar Management
Calendar Sync with Google
Categorization
Client Portal
Communication Management
Compliance Management
Contact Database
Contact History
Credit Card Integration
Credit Card Processing
Custom Forms
Customer Accounts
Customer Database
Customer History
Customizable Templates
Data Extraction
Data Filtering
Data Import
Data Import/Export
Data Visualization
Digital Signature
Dispatch Management
Document Storage
Document Templates
Drag & Drop Interface
Electronic Payments
Electronic Signature Capture
Email Integration
Email Notifications
Email Tracking
Employee Database
Employee Management
Employee Portal
Estimating
Event Calendar
File Management
Forms Management
GPS
Geographic Maps
History Tracking
Image Library
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Location Tracking
Maintenance Scheduling
Mobile Integration
Mobile Signature Capture
Multi-Location
Multiple User Accounts
Partial Payments
Progress Tracking
Project Notes
QuickBooks Integration
Quote Management
Ratings & Reviews
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real Time Updates
Recurring Tasks
Referral Tracking
Reminders
Route Optimization
SLA Management
SMS Integration
SSL Security
Sales Tax Management
Scheduled Reporting
Search Functionality
Secure Data Storage
Secure Login
Status Tracking
Summary Reports
Tagging
Task Scheduling
Third Party Integration
Time & Expense Tracking
Work History
Work Order Management
Workflow Management
Visit WebsiteCompare App
API
Access Control
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Application Integration
Assignment Management
Audit Trail
Auditing
Automatic Backup
Automatic Notifications
Billing & Invoicing
Booking Management
Business Analysis
CRM Integration
Calendar Management
Calendar Sync with Google
Categorization
Client Portal
Communication Management
Compliance Management
Contact Database
Contact History
Credit Card Integration
Credit Card Processing
Custom Forms
Customer Accounts
Customer Database
Customer History
Customizable Templates
Data Extraction
Data Filtering
Data Import
Data Import/Export
Data Visualization
Digital Signature
Dispatch Management
Document Storage
Document Templates
Drag & Drop Interface
Electronic Payments
Electronic Signature Capture
Email Integration
Email Notifications
Email Tracking
Employee Database
Employee Management
Employee Portal
Estimating
Event Calendar
File Management
Forms Management
GPS
Geographic Maps
History Tracking
Image Library
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Location Tracking
Maintenance Scheduling
Mobile Integration
Mobile Signature Capture
Multi-Location
Multiple User Accounts
Partial Payments
Progress Tracking
Project Notes
QuickBooks Integration
Quote Management
Ratings & Reviews
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real Time Updates
Recurring Tasks
Referral Tracking
Reminders
Route Optimization
SLA Management
SMS Integration
SSL Security
Sales Tax Management
Scheduled Reporting
Search Functionality
Secure Data Storage
Secure Login
Status Tracking
Summary Reports
Tagging
Task Scheduling
Third Party Integration
Time & Expense Tracking
Work History
Work Order Management
Workflow Management
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Mobile apps

iOS App


24 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


76 reviews

ServiceTrade Commercial Feature Reviews

25 reviewers had the following to say about ServiceTrade Commercial's features:

Lorna Wilson

Great potential

2017-02-13

When I reach out to tech support I have to repeatedly defend and support my complaints until someone believes me and then gets someone to look into it. The interface is not as user friendly as I had believed it was going to be, without some computer language skills the errors are impossible to decipher.

Pros

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

Cons

Limited capabilities in invoicing, manually have to add sales taxes to each transaction, cannot change or alter item description.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering ServiceTrade Commercial

Streamline the error codes to make them easier to understand for your clients so they don't have to wait to prove the issue with tech support.

Source: Capterra
Helpful?   Yes   No
Read more
Megan Liberacki

Great for all service businesses!

2019-05-14

There isn't much that ServiceTrade doesn't do from parts tracking, time tracking, dispatching, invoicing, quoting, reporting, and more.

Pros

Customer service, intuitiveness, minuscule learning curve, integrations, design, and responsiveness.

Cons

Theres really nothing that we dislike about ServiceTrade.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Laura Bristol

This software has been a godsend to us in terms of managing our crews and time more efficiently.

2018-05-23

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
ena Ross

ServiceTrade - a great product for service teams!

2016-10-03

The implementation was a breeze and - a real pleasure to work with Steve and Aaron.

Pros

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.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ServiceTrade Commercial

If you have field technicians, and provide any type of service, particularly recurring services - I would definitely check this software out.

Source: Software Advice
Helpful?   Yes   No
Read more
Shelly Girvan

ST has streamlined our scheduling, customer maintenance and overall procedures

2018-05-25

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
William LeBleu

Provides our Corporation with the needed tools to manage our service business

2017-07-27

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Carl Sauer

ServiceTrade

2020-09-16

Speed of information is the key to our business. the faster we have reports and documents, the faster we can respond and take care of the customer.

Pros

User friendliness is one of the most important feature of this software.

Cons

Not much to say here but that it is not designed specifically for fire protection companies so we had to customize to our processes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott Stein

Great service

2020-01-02

Very good experience overall. Customer service is prompt with answers and very helpful.

Pros

Helps keep all jobs organized, the map feature is the greatest tool for time management.

Cons

When two devices such as an ipad and an iphone are using same login the clock in and out feature glitches.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Matt Justice

Access to customer service. There is an ease in setting up customers and jobs in the system.

2017-11-01

There is an ease in setting up customers and jobs in the system. Real time notification when a quote is viewed is a great feature!

Pros

There is an ease in setting up customers and jobs in the system. Real time notification when a quote is viewed is a great feature!

Cons

Not being able to delete a job. I wish there were an option that allowed viewing previous quotes once a quote has been edited.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert Ryals

Great app!

2016-09-08

Pros

I can use this app for scheduling, CRM, project management, and hours worked tracking.

Cons

Needs more integration with other apps.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Likelihood to recommend

8/10

Recommendations to others considering ServiceTrade Commercial

There are lots of features and great for someone with multiple people.

Source: Software Advice
Helpful?   Yes   No
Read more
Eric Hughes

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

2016-10-21

I have worked using many other company, electronic based tracking tools, but none as extensive as Service Trade.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ServiceTrade Commercial

The ability to create quotes at the technician level would be great. A database of a companies real time pricing, customer discounts, and any item a tech could need at the techs fingertips would be awesome. The customer could not only create quotes, but get a customer signature accepting or denying the quote right on site, or emailed for review. Also integrating the emails of the AHJs in the specific customer areas can alert the AHJ to vital deficiencies, in which they can kinda lean on the customers to get repairs done faster, which could possibly give the customer less time to shop around.

Source: Capterra
Helpful?   Yes   No
Read more
Rita El Gani

Great people who took time to listen and understand our needs. Definitely recommend this company.

2017-08-14

Tracking of job times for greater profit.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joshua Clark

The wind beneath my wings

2018-05-16

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

Pros

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

A general timeclock for tracking daily general time would be helpful, however we've found a small third party solution for this.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kyle Kienzle

ServiceTrade is an excellent product with an even better team behind it.

2017-12-22

We reviewed roughly 55 field service applications and ServiceTrade was clearly the best and easy choice.

Pros

We now use it for all recurring services, billing and scheduling.

Cons

I do wish it was stronger with quoting and customer management however, it was not made for that and has prebuilt integrations to CRM.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Matt Lumbert

I use servicetrade on a daily basis in the fire protection field. It has been a great tool!

2017-08-15

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
CHRISTY QUESENBERRY

GREAT STREAMLINE OF SERVICES AT YOUR FINGER TIPS TO DISPATCH TO ALL TECHS

2017-08-15

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

-past jobs to be marked completed -completed jobs to be invoiced reason being toggling between jobs and this page is time consuming.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

We have just started using this, but it is so user friendly.

2018-02-14

Tracking technicians time on site and travel time

Pros

And from the clocking in for travel and clocking in on site to clocking out, it has made tracking job time even more efficient than our old GPS tracking. The reports were able to be custom suited to our business.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Diane Rohan

Service Trade works

2016-09-09

Pros

Software is designed for contractors that do maintenance and service and want to track assets on site and get real time information from technicians while they are progressing through their jobs throughout the day.

Cons

Being cloud-based, there are trade offs between great access and customization options.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

9/10

Recommendations to others considering ServiceTrade Commercial

Take advantage of the trial time frame to work in a demo database and simulate how the software works between office and field devices (tablets).

Source: Software Advice
Helpful?   Yes   No
Read more
Daniel Reiley

Invaluable tool for our business

2016-08-19

Pros

Service Trade allows us to keep track of all of our jobs in real time. If a tech takes a picture, completes job paperwork, or finds a deficiency with a piece of equipment, we have that information immediately.

Cons

One downside is the dashboard is not configurable.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering ServiceTrade Commercial

Give the software a couple months. It does take a little time to get used to, but once you do you will love it.

Source: Software Advice
Helpful?   Yes   No
Read more
Addis diaz

A heck of a software for the service industry

2016-10-31

By using the software we manage to get our tech's on the road and monitor in real live time what and when they do their assignments.

Pros

It's simplicity. Easy to use.

Cons

None

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ServiceTrade Commercial

Inventory integration

Source: Capterra
Helpful?   Yes   No
Read more
Stephanie Smith

I am a strategic partner with Service Trade. I love the value it brings to my customers!

2018-02-23

A terrific partnership and happy customers!

Pros

The seamless integration with Sage Intacct by leveraging the dimensions for great reporting and insight.

Cons

Wish it integrated with the PO module within Intacct for an additional level of integration.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nate Stockwell

VSC Service Trade Initial Response

2016-11-11

The admin functions make the billing/work/etc easy to track & implement.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Chuck Jones

Fire Protection Service Guru @ Hiller New Orleans

2016-08-23

Pros

Top to bottom, the combination of Data Base, storage for customer's documentation, scheduling perfection, customized billing...

Cons

A little too hands on when dealing with changing service description for reoccurring jobs

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering ServiceTrade Commercial

None, buy it use it now, it will put your customer base into a perspective that is unparalleled. Only from that paradigm will your growth be solid

Source: Software Advice
Helpful?   Yes   No
Read more
Connie Bays

Best Service Program

2016-10-21

Customer reports can be uploaded so techs can see on their tablet, emailed directly from the job to customer.

Pros

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

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Bennett

Been using it 8 months at it surpasses any program I've ever used 28 years in my field

2018-05-25

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more