ServiceTrade Features

ServiceTrade

Commercial field service and customer service application.

4.63/5 (270 reviews)

Competitor Feature Comparison

API
Accounting Integration
Activity Tracking
Alerts/Notifications
Automated Scheduling
Billing & Invoicing
CRM
Calendar Management
Client Portal
Compliance Management
Contact Database
Contract/License Management
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Forms
Dispatch Management
Document Imaging
Document Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Employee Management
Employee Scheduling
Equipment Management
Equipment Tracking
Estimating
File Storage
For Commercial and/or Industrial Electrical Contractors
For HVAC Companies
GPS
Geographic Maps
Historical Reporting
Inventory Control
Inventory Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Maintenance Scheduling
Mobile Access
Mobile App
Mobile Payments
Mobile Signature Capture
Multi-Location
Online Time Clock
Payment Collection in the Field
Payment Processing
Pest Activity Tracking
Pesticide Usage Tracking
Preventive Maintenance
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Recurring Appointments
Reminders
Routing
Scheduling
Search/Filter
Self Service Portal
Service History
Task Scheduling
Technician Management
Third Party Integrations
Time Tracking
Work Order Creation
Work Order Management
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API
Accounting Integration
Activity Tracking
Alerts/Notifications
Automated Scheduling
Billing & Invoicing
CRM
Calendar Management
Client Portal
Compliance Management
Contact Database
Contract/License Management
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Forms
Dispatch Management
Document Imaging
Document Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Employee Management
Employee Scheduling
Equipment Management
Equipment Tracking
Estimating
File Storage
For Commercial and/or Industrial Electrical Contractors
For HVAC Companies
GPS
Geographic Maps
Historical Reporting
Inventory Control
Inventory Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Maintenance Scheduling
Mobile Access
Mobile App
Mobile Payments
Mobile Signature Capture
Multi-Location
Online Time Clock
Payment Collection in the Field
Payment Processing
Pest Activity Tracking
Pesticide Usage Tracking
Preventive Maintenance
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Recurring Appointments
Reminders
Routing
Scheduling
Search/Filter
Self Service Portal
Service History
Task Scheduling
Technician Management
Third Party Integrations
Time Tracking
Work Order Creation
Work Order Management
Visit WebsiteCompare App
API
Accounting Integration
Activity Tracking
Alerts/Notifications
Automated Scheduling
Billing & Invoicing
CRM
Calendar Management
Client Portal
Compliance Management
Contact Database
Contract/License Management
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Forms
Dispatch Management
Document Imaging
Document Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Employee Management
Employee Scheduling
Equipment Management
Equipment Tracking
Estimating
File Storage
For Commercial and/or Industrial Electrical Contractors
For HVAC Companies
GPS
Geographic Maps
Historical Reporting
Inventory Control
Inventory Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Maintenance Scheduling
Mobile Access
Mobile App
Mobile Payments
Mobile Signature Capture
Multi-Location
Online Time Clock
Payment Collection in the Field
Payment Processing
Pest Activity Tracking
Pesticide Usage Tracking
Preventive Maintenance
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Recurring Appointments
Reminders
Routing
Scheduling
Search/Filter
Self Service Portal
Service History
Task Scheduling
Technician Management
Third Party Integrations
Time Tracking
Work Order Creation
Work Order Management
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Mobile apps

iOS App


34 reviews

Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


80 reviews

ServiceTrade Feature Reviews

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

Lorna W.

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

Does not always integrate 100% to QBO, failed invoices with no real explanation (maybe 1 in 20 occurrence).

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

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 L.

Great for all service businesses!

2019-05-14

We have been using ServiceTrade as our job management software since 2015.

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
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ena R.

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

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.

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

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
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Laura B.

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
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Carl S.

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
Michael B.

Service Trade is Easy to Use

2020-11-10

I use Service Trade every day to quote, for customer service, for scheduling, for review of jobs, for quality control, etc. It easy to use and you can access it from anywhere.

Pros

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

Cons

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

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
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William L.

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. We have a way to track our strong points and our weak ones.

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
Diane R.

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

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
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Scott S.

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
Eric H.

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

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
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Matt J.

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 R.

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

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

Source: Software Advice
Helpful?   Yes   No
Read more
Matt L.

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
Shelly G.

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
Rita E.

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
Anonymous
A verified reviewer
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
Bobby H.

Great tool for the service industry

2017-08-15

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.

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 K.

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

ServiceTrade is easy to use with lots of forward thinking features, integrations and potential.

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
Stephanie S.

Verified Reviewer

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
Joshua C.

Verified Reviewer

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
Eric H.

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

2018-05-23

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

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.

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
CHRISTY Q.

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

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.

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
Daniel R.

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

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
Michael B.

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
Mark M.

ServiceTrade offers everything we need and more.

2019-06-11

I particularly like the flow of the quoting and email notifications which keep me informed as the owner even when I am not in my office.

Pros

Whether its time clocking for payroll, dispatching, re-curing jobs or quoting there are so many features to this software that continue to streamline our operations.

Cons

With any multi-layer software that has many features, it takes time to learn and navigate through everything that it provides.

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