Trade-Serve Features

Trade-Serve

Back office & field service management software

5.0/5 (2 reviews)

Trade-Serve Feature Summary

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

Competitor Feature Comparison

Customer History
Electronic Signature Capture
Email Integration
Follow-up Scheduling
Invoice Management
Job Scheduling
Lead Management
Maintenance Scheduling
Price Management
Purchase Order Management
Quote Management
Referral Source Tracking
Task Scheduling
Third Party Integration
Work Order Management
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Customer History
Electronic Signature Capture
Email Integration
Follow-up Scheduling
Invoice Management
Job Scheduling
Lead Management
Maintenance Scheduling
Price Management
Purchase Order Management
Quote Management
Referral Source Tracking
Task Scheduling
Third Party Integration
Work Order Management
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Customer History
Electronic Signature Capture
Email Integration
Follow-up Scheduling
Invoice Management
Job Scheduling
Lead Management
Maintenance Scheduling
Price Management
Purchase Order Management
Quote Management
Referral Source Tracking
Task Scheduling
Third Party Integration
Work Order Management
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Trade-Serve Feature Reviews

2 reviewers had the following to say about Trade-Serve's features:

Jerry Hall

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

2016-05-18

We have also experienced better inventory control because the technician has to account for the material used right there on the job.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
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Jason Sunkel

Trade-Serve is amazing!

2017-02-24

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

Pros

The price book feature is probably the best thing about this software.

Cons

Doesn't do accounts payable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Trade-Serve

Customer support representative and the whole team are incredible! I can't say enough about these guys and their top-notch service. If you have a question or problem, it is taken care of very quickly.

Source: Capterra
Helpful?   Yes   No
Read more