Trade-Serve Pricing, Features, Reviews & Comparison of Alternatives


Back office & field service management software

5.0/5 (2 reviews)

Trade-Serve overview

Trade­-Serve™ is a complete office and field management software that specializes in technical call assistance, sales, and invoice management. Trade Serve aims to help field technicians carry out easy and stress-free appointments while offering the tools needed to help sell further services and appliances.

Trade­-Serve™ offers features such as custom package making, surveys, dispatching tools, phone scripting, lead source tracking, third part integrations, and much more. Trade­-Serve focuses on empowering service technicians to present choice to customers. This is accomplished through custom price books, financing packages, Virtual Ride-Along's, and more all on an easy to use interface for employees and management.


Starting from
Pricing options
Value for money
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Business size



United States

Supported languages

Trade-Serve screenshot: Invoicing One-Minute To OptionsTrade-Serve screenshot: DispatchingTrade-Serve screenshot: Lead source trackingTrade-Serve screenshot: Custom packagesTrade-Serve screenshot: Invoice & paymentsThe Trade-Serve Solution

Trade-Serve reviews


Very good
Value for money
Ease of use
Customer support
Jason Sunkel

Trade-Serve is amazing!

Used daily for 2+ years
Reviewed 2017-02-24
Review Source: Capterra

The whole team is incredible! I can't say enough about these guys and their product. Trade-Serve has transformed the way we conduct business and how we provide our customers with top-notch service. We have increased the sales in our company while increasing the value of what we give our customers. -Jason The price book feature is probably the best thing about this software. It makes bundling packages of products and services VERY simple and quick. Software is very intuitive and I can use it from any computer, tablet, or even my iPhone!

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Jerry Hall

We have been using this program to run all of our service calls for over 4 years now.

Reviewed 2016-05-18
Review Source: Capterra

We use this software to complete over 5,000 service calls per year and we are completely paperless. Using Ipads, the technician has the ability to access our price guides and select products or bundle products into a package to present to the customer. We have seen a dramatic increase in sales and profits since we started using the software. We have also experienced better inventory control because the technician has to account for the material used right there on the job. I highly recommend this product.

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Trade-Serve pricing

Starting from
Pricing options
Free trial
View Pricing Plans

Custom Packaging: $75/month

Smart Packaging: $125/month

Enterprise: $175/month

Trade-Serve features

Invoice Management
Third Party Integration

API (439 other apps)
Access Control (180 other apps)
Activity Dashboard (346 other apps)
Activity Tracking (219 other apps)
Audit Trail (182 other apps)
Auditing (264 other apps)
Automatic Notifications (354 other apps)
Compliance Management (213 other apps)
Custom Fields (202 other apps)
Customizable Reporting (269 other apps)
Data Import/Export (261 other apps)
Document Storage (198 other apps)
Inventory Management (212 other apps)
Inventory Tracking (208 other apps)
Monitoring (200 other apps)
Real Time Data (235 other apps)
Reporting & Statistics (266 other apps)
Workflow Management (231 other apps)

Additional information for Trade-Serve

Key features of Trade-Serve

  • Service History Tracking
  • Technician Management
  • Referral Source Tracking
  • Lead Management
  • Email Integration
  • Invoices
  • Field Sales Management
  • Service Level Management
  • Purchase Orders
  • Electronic Signature Capture
  • Price Management
  • Third Party Integration
  • Job Scheduling
  • Follow-up Scheduling
  • Customer History
  • Quote Management
View All Features


Empower service technicians to present beneficial choices to customers.
Experience unique user interface benefits such as custom price books, financing packages, and Virtual Ride-Along's.
Enjoy a paperpeless and automated system for conducting service calls regardless of industry.
Customize a unique customer greeting.
Gain cost efficiency with the Invoice Manager.