ServiceTrade Reviews

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...

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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.

This software has many different features that help our business daily and combines everything needed in one software. 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. ServiceTrade has a modern day approach to making our service work visible to the customer with pictures/videos all combined within the digital experience that todays customers demand. We struggled with a number of other softwares in the past before finally finding ServiceTrade.

With any multi-layer software that has many features, it takes time to learn and navigate through everything that it provides. I promise you that once you cross over the initial learning curve, you will be impressed with what this software can do to help all your employee’s jobs and lesson yours as business owners.

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.

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

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.

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.

The service and software are perfect for our company and it keeps everyone on schedule.  I like that the techs can look ahead for the week and see where they are working and what jobs they are doing.  Also, I can keep up with where they are located and how they are doing time wise.   If I need to add another job while the tech is in the field, I can. I can update my customers by calling a customer to inform them that the tech will be early or late to the appointment because I can see where they are located and how long they have been on the job. I don't know how we survived without Service Trade!!  They saved us!! Thank you!!

I only have one complaint about the software and that is when I need to reschedule a job from one week to the other, I can't do it without going in the job and making the change. I would love to be able to move the jobs in the scheduling area where you just click and drag the job to the next day! I've asked Service Trade about this idea...I'm sure they will have it at some point!

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.

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.

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

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

Invoicing could be smoother - requesting more features for this area

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.

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.

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.

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

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.

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.

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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.

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.

The simple design and usability for my service technicians. My guys are true blue collar workers, with dirty hands and they use Service Trade every day.

It is really not a criticism of Service Trade, but I wish they could roll out Android updates as quickly as they can Apple. I understand enough of the technical issues to know that it is because there are so many different Android platforms, but... Other than that I do not know of any real other cons.

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No cons were added to this review

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.

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.

User friendly - a tutorial and a few times using it and usage becomes smooth. We also love the support team.

Improved data storage to have the software not slow to a crawl as well as the Tech app could have better functionality in terms of improved search for assigned Jobs and enhancing what is available for a Tech to view.

Thank you for the review, Tammy! We appreciate the feedback and will pass along your recommendations to our Product team. So glad you are enjoying ServiceTrade and love to hear your customers are loving it, too!

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.

This platform has helped us in 3 key areas: - Scheduling/Route Planning - Customer/Employee Communication - Accountability At the outset, ServiceTrade is visually appealing and straightforward to navigate. The legwork required in the initial setup is no different from any other platform I have tested - the customer setup, location setup, service setup and job setup are intuitive and ultimately...

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I've not had a negative experience with this vendor or product.

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.

I like that it is easy to use, and I am able to find what I am looking for very quickly

There are some connectivity issues, and there have been some issues with having to upload the reports The have been times where I have had to delete the program off my phone and reinstall it just so the uploads can work correctly

we like the way we attach pictures of deficiencies so the customer is able to see the issues with their equipment.

sometimes there are updates done and i am not aware of them until i am using the program, all in all i really don't have any issues with Service Trade

The ability to organize everything including reports, pictures, and deficiencies to be done and anyone with access can see them as well.

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.

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 .

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.