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Commercial mechanical and fire contractors
I loved the ease of it and how it was good for customers. Customers don't get a lot of our invoices where in HCP they always got them.
There are many tabs and occasionally I confuse them.
SENSITIVE CONTENT] was the best thing that SERA has. She is the best and made a very difficult transition much better.
I disliked that the job summary from previous work down prior to Sera was not available.
It is so easy to use and easy to navigate. I love NOT having to map and consolidate jobs, that Sera does it for you.
A few things take a lot of extra steps to book a call which makes it hard when phones are buys. Also how it notifies the customers for everything makes things difficult.
The onboarding specialist has been amazing to help teach a couple of of us old guys how to use it.
I dont like that I can't do multiple things at once. I have to continue to go back and forth to get stuff done.
They are very responsive to requests for features and the customer support is super friendly and helpful.
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.
Automated emails with custom links is terrific. Overall their product looks great on the surface, and the presentation is top notch.
The main problem I have with the software is that you have to wait for refreshes.
They can just open the link and look at everything we wrote up. Our customers love the detail and the ease of use for approving quotes and for looking up their asset history on their own.
Everything should be able to be done on a mobile device or tablet such as the drag and drop scheduling.
Billy and his team are top notch and have definitely become like family to Louisiana Fire Extinguisher. We are excited for the future and excited to see what they come up with next.
It is a very complicated process that they hide during the demos.
Seth: My name's Seth. I'm with Four Star Mechanical. I am the vice president of operations and manage about 55 people, and I would give ServiceTrade a five out of five stars. Prior to ServiceTrade, we utilized a portal called Fieldy that was accessible with our program or accounting software computeries, and the reason that that did not work for us, most of all, was due to trending in capabilities of that system. The ServiceTrade, after reviewing multiple softwares, was the easiest and most accessible software that we found, compared to other like softwares, to make it just an easy process for our customers to be able to see trended data for the equipment in their buildings and make rational decisions year-over-year. ServiceTrade, in the beginning, was a very easy process. The rollout took about 60 days. That's what we had set aside to make sure that it was as seamless as possible, to have as little impact on the technicians and our customers, as well as our administrators here in the office, as it could. After we had set aside that 60 days, we did realize that we probably could have got it done in about two to three weeks. Recommendations that I would make for anyone that is considering ServiceTrade is to make sure to have multiple administrators that are educated with their available sources that they have on their website, to be able to be multi-versed across the administrator positions inside the portal.
Sera
ServiceTrade
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