Who Uses This Software?

Commercial service contractors in industries who provide recurring services. Fire protection, mechanical, HVACR, pressure washing, air duct, kitchen exhaust cleaning, food equipment, door and medical.


Average Ratings

231 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $59.00/month/user
    See pricing details
  • Pricing Details
    Pricing is per tech, per month, paid annually. No fee for office users.
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • ServiceTrade
  • www.servicetrade.com/
  • Founded 2013
  • United States

About ServiceTrade Commercial

Designed for commercial service contractors, ServiceTrade helps companies deliver amazing customer service that makes their business more valuable. Our customer service features enable online engagement throughout the service cycle and build profitable, long-lasting relationships. ServiceTrade streamlines operations with work order management and scheduling, and our web and mobile apps convert service delivery into digital marketing impressions that are memorable and helpful to customers.


ServiceTrade Commercial Features

  • Billing & Invoicing
  • Contact Database
  • Contract Management
  • Dispatching
  • Electronic Signature
  • Inventory Management
  • Mobile Access
  • Payment Collection in the Field
  • Quotes/Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Time Clock
  • Work Order Management
  • Billing & Invoicing
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Maintenance Scheduling
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Asset Tracking
  • Billing & Invoicing
  • Calibration Management
  • Dispatch Management
  • Inventory Control
  • Key & Lock Management
  • Mobile Access
  • Planning Calendar
  • Preventive Maintenance
  • Purchasing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Condition Monitoring
  • Inspection Management
  • Maintenance Scheduling
  • Mobile Access
  • Predictive Maintenance
  • Purchasing
  • Reminders
  • To-Do List
  • Vendor Management
  • Work Order Management
  • Billing & Invoicing
  • Call Center Management
  • Contract Management
  • Customer Database
  • Inventory Control
  • Job Management
  • Job Tracking
  • Mobile Access
  • Routing
  • Scheduling
  • Self Service Portal
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Contract Management
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Preventive Maintenance
  • Quotes / Estimates
  • Recurring Appointments
  • Routing
  • Scheduling
  • Task Management

ServiceTrade Commercial Reviews Recently Reviewed!


Capterra loader

The wind beneath my wings

May 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: ServiceTrade has been a joy to implement and use everyday. The dev team, and everyone at ServiceTrade, have been absolutely incredible. I cannot recommend this solution enough.

From day one, we had no half measures. We jumped in both feet and never looked back. The scheduling makes planning our technicians days straightforward and clear. I could ramble on for hours about how much I love the search functionality, and the data you can quickly get to really get down into the nitty gritty of whatever you're looking for.

To my experience, any software that claims to do everything, does nothing well. ServiceTrade is near perfectly optimized for the scope it encompasses. Features are being added all the time, and the dev team are always enthusiastic. I foresee this product getting lots of love for years and years to come. 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: Only a couple items come to mind, none are deal breakers. A general timeclock for tracking daily general time would be helpful, however we've found a small third party solution for this. Ability to add non-billable appointments and vendor stops would also be nice, and again not a huge deal. A great unification of built-in app and web features would be a great quality of life improvement, however I have a feeling those sneaky devs are up to something already... they always are.

Overall: Clarity in scheduling multiple technicians for multiple stops each and every day. Data and information easily accessible for planning, business development, and more.

I don't know what I would do without Service Trade!! It makes my job so much easier.

Aug 15, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: 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 this feature makes my job a lot easier. I like how we can put helpful or important notes in the description box & it's the first thing you see when you bring the job up. It's such a time saver to be able to look at when the tech's clock in & out of jobs so you can see how long they drove & where on site by looking at the Clock Events quickly. The map on the main screen of the job helps us determine locations & directions. The techs being able upload their required paperwork & pictures at the job site is a life saver! We used to do everything the hard way. Our techs would have to bring the physical paperwork back to the office for us to scan into the computer. And the picture issue was a nightmare trying to get them non-digitally. My job location may be changing & my scared that they are not going to have Service Trade & I will have to go back to the dinosaur ages again to take care of the paperwork & pictures. My job without Service Trade would be miserable!

Cons: 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.

Service Trade absolutely revolutionized our business. It is amazing.

Sep 13, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: 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.

Cons: 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.

Overall: Our company went from a literal shoe box full of index cards to Service Trade. It was such an abrupt jump in technology our heads were left spinning. There are so many benefits to using Service Trade that it is difficult to lay them all out. The best way to describe it this. If our company were a car, we went from square wheels to round wheels. Everything just runs smoother and almost all our information is accessible from anywhere.

Recommendations to other buyers: Definitely consider these guys as an option for your service company. The truly understand our needs and have created a beautiful platform that they are always improving on! The system is OPEN API which means that you can manipulate your data using outside programs. Unless your company is running 100% smoothly on an automated software platform, I suggest you give these guys a shot.

Vendor Response

by ServiceTrade on September 15, 2016

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

I am a technician using ServiceTrade for my daily jobs

Aug 15, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: 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.

Cons: 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.

Overall: It is a great application to use for the service industry and I know that there are still a bunch of small mom and pop places using the good ole pen and pad method for their services. I've been recommending this application to these small companies when I service them trying to simplify their lives really.

A must-have for modern service industry businesses

Oct 24, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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

Cons: Invoicing could be smoother - requesting more features for this area

Overall: If you're scheduling multiple crews, wanting to see where the techs are/ when they clocked in, and wanting to give customers great follow up information and photos, you pretty much have to have Service Trade. After the initial learning curve, which is definitely not bad, it frees up a lot of time and bandwidth because you can do much more. It keeps it organized for you and impresses your customers with the technology they expect- even from their HVAC, fire/ safety service, etc.

We've made a number of requests for changes and tweaks in the system to customize it further to our needs. Not all can be accommodated, but tech support has been great at listening to us and making sure they understand what we want. Then they tell us if it's feasible or if there is a better way that already exists. We've been really happy with the personalized touch. We attended their recent conference in SC and were really pleased with the additional ideas that are available that we're not yet implementing- getting to work on those ASAP.

Get with the future or get left behind. ServiceTrade is the new requirement for what we must provide to do good work and give customers what they want. ST is allowing us to expand and grow.

Recommendations to other buyers: Talk to people who are using it - see if you can watch them schedule a job or do the things you'll need to do within it. Get a feel for whether it's a fit for your industry and needs.

Flexible tool for completing job paperwork

Aug 25, 2016
4/5
Overall

3.5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The vendor spent several days at our company training us. He showed us how to use the app and web site and then reviewed our paperwork after we had spent a day in the field of actually using it on OUR jobs, on location. This was key to help us refine the details of how to properly use the software. The software allows us the flexibility of downloading paperwork from our main office to our tablets used in the field and uploading inspection and service forms and images back as scanned .pdf or .jpg files from the field, fillable .pdf's from the app, images directly from the tablet camera, or images and files stored on the hard drive, they can be emailed to the app or downloaded through the web site. This flexibility allows us to use many means to accomplish our work. I have found that the scanner app I used previously can share the scanned files directly with service trade without opening any other app, I used to have to scan the document, close the scanner app, open the file, share it to my email and then fill in the email address and other info to email to the recipient. This software also makes it easy to include a photo to document work that needs done or problems that need to be corrected as well as a quick image of the completed job to document how it looked when we left.

Cons: We currently have to continue using our old method of paperwork as well as using service trade to make sure there is nothing lost until everyone is comfortable with it so we have to do the paperwork twice. The software is internet based so in remote locations without Wi-Fi or good cellular reception it can be nearly impossible to get or send the paperwork. Some of the work can be downloaded before traveling to the site, completed in the field and then uploaded after returning to an area with good reception but this doesn't allow accurate timestamp of arrival and departure and the signed work order has to be left open until it can be uploaded.

Recommendations to other buyers: Very difficult to use without good internet connection, seems to be very flexible with many ways to load fieldwork, a lot of work involved in initially loading all our customer database into service trade. A lot of steps involved in switching between the app and web site while completing paperwork and forms.

ServiceTrade - a great product for service teams!

Oct 03, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: This is our 3rd go around with Field service software and up until this point I truly did not feel we would find something that would work in our industry. I am very pleased to have found ServiceTrade. This software is clear, concise and easy to navigate. The implementation was a breeze and - a real pleasure to work with Steve and Aaron. Both gentlemen seem to understand the business itself and not just the software which is where I have experience difficulty with other software providers as they were not able to help me solve our business problems. It is easy to find the information you are looking for and the ability to tentatively schedule and plan out 3 months ahead is game-changing for us. Updates every two weeks and the software is continually adding new functionality means that we can continue to improve over the long term. This softrware is well thought out and suited to real working service companies.

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. Tracking discrepancies ensures we don't drop the ball internally and ensures we provide the level of service we promise our customers. The asset details and the fact that technicians can access both the assets, and the job histories of each asset really easily makes their jobs so much easier. Ability to provide updates and job work orders/invoices to customers without any duplication using service link is a great feature.

Cons: I wish there was better reporting on technician hours as a separate report. It is easy to see the time on a job basis but it would be extremely helpful to report hours on a daily, weekly, bi-weekly and monthly basis separate from the jobs themselves.

Recommendations to other buyers: If you have field technicians, and provide any type of service, particularly recurring services - I would definitely check this software out.

The most useful business tool on the market, which a company can't afford not to have

Oct 21, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Its user friendly, its an asset to any company, of any size. It helps save paper and helps save time with its ability to capture images. 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.

Overall: Service Trade is an asset for any company, big or small. I have worked using many other company, electronic based tracking tools, but none as extensive as Service Trade. Service Trade can do it all, quoting, deficiency tracking, pictures and work acknowledgements. The comment section is very useful for field technicians to keep track of the trends at any customer site. I utilize the tablet version, and the smartphone version. It would be great if signatures were available to be captured on the smartphone app as well.

Recommendations to other buyers: 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.

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

May 22, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: 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.

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. 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.

Overall: 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

Office Under Control...thanks to Service Trade

Oct 31, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: I started working at our family business in January of 2015. I was going to assist the ladies in the office and learn how to do their work, so when they were out sick or on vacation, their work would continue to be completed and they wouldn't be bombarded when they returned to their office. Well, after three months of working three days a week, I took over the management of the office and both ladies left our company. I was shocked at how inefficient the office staff was running the office. Now, thanks to Service Trade, the office is under control. I love the way you can schedule the jobs and make the service recurring, so you don't miss out on the opportunity to service your customer in a timely manner. We add the price to the job so the tech does not have to call us every time he is unsure of the price! This feature has been great for the new techs who haven't learned our pricing structure yet. I do not know how we conducted business before Service Trade, well yes I do....very inefficiently! At first, I was very overwhelmed with the system. The training was full of so much information that my head was spinning! But now after a few mini learning sessions, I consider it easy to use and understand. The quality of the product is the BEST!! So many features are available, that I still don't use all of them. My favorite feature is the connection with Quick Books. The invoices transfer to QB and we just add the invoice number and e-mail it to the customer! No more waiting for the techs to return to the office with hand written invoices for us to enter in QB. We just added the inspection reports to the system, so now we have very nice, clean , easy to read inspection reports from our techs entering the information in the system. Gone are the days of the paper inspection forms that come back to us all dirty, torn and unorganized. The guys at Service Trade are great! Any time I have a problem, it is solved in a timely manner. I've contacted them via the web, e-mail and by phone. They are always willing to assist me with my crazy questions! The money that we paid for Service Trade is worth it! I wouldn't run my office without it. Thanks Service Trade for making my transition to working full time a better experience than it would have been without you!

Great product that keeps getting better

Feb 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: 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.

Cons: 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.

Overall: The Service Trade team gets it. They listen to their customers and are constantly updating their platform. I attended the annual Digital Wrap show in 2016 and was blown away with how much valuable information they had put together. I will be at this show every year and will remain a loyal customer for as many years we are both in business. With the help of the Service Trade team that will be many decades into the future.

Recommendations to other buyers: Require your team to have Apple products. It will future proof your investment with the product and give you early access to new software releases

The last update fixed alot of minor things that i would have suggested. Good job!

Oct 22, 2016
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use once you get the hang of it.

Cons: Any cons have nothing to do with the software and Everything to do with APPLE DEVICES.

I often wonder how it works on an Android Platform.

Maybe FIX THE BUG WITH { }[ ]~<> SYMBOLS in the deficiency section .......Im the lucky one who caused this error at our company, locking up a couple jobs on the office side. OOPS....

Overall: The one thing i can think of is getting the software to rememer email adresses when finishing work acknowledgments. Similar to How your email works, as you start typing in the email address it will pull up previous ones used that match. This will keep repeat customers from having to type in there full email adress every time. Some custommers have a hard time finding those dificult keys strokes like "_".

Recommendations to other buyers: Nope, good work. Been using it for 6 months i guess and less than 2 hours of downtime on your server. I have to say i was really impressed with how fast yall had it back up and running the day it all stopped. I was always wondering how everyone would deal with a "catastrophic failure" of the system, but your team did a great job getting the company back up and running........after all when Service Trade goes down for a buisness its kinda like having your legs kicked out from under you. GOOD JOB!! Maybe FIX THE BUG WITH { }[ ]~<> SYMBOLS in the deficiency section .......Im the lucky one who caused this error at our company, locking up a couple jobs on the office side. OOPS....

This cloud based product allowed us to open up a remote office

Oct 31, 2016
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Cloud based

Great value

Excellent customer service response

Regular updates to software (usually biweekly)

Focused on delivering great customer experiences with professional communications

Cons: Screen refreshes can be a little slow sometimes

Overall: We started using ServiceTrade almost a year ago. It totally changed the way we managed our jobs and has improved the quality and communication of our service delivery in so many different ways.

The most important aspect of the change was that it allowed us to open a second branch office with a service team working remotely from their homes. Because it is cloud based we implemented this in a matter of a few months. We can run reports on the gross margins of each of our branches and their respective employees giving us the peace of mind that our remote employees are performing work profitably.

Our technicians have really responded to the software too. It makes their jobs easier by eliminating all the old paper processes and giving them job history in the palm of their hands so that they can arrive at a job fully informed of the situation and any past work that has been performed.

Documenting work is super easier and you can post lots of pictures with descriptions which can then be passed on to the customer in really professional looking html reports.

I'm very happy with my decision to use this software.

Recommendations to other buyers: We researched software options for 2 years and ended up with this product. We are very happy.

Service Trade Software - 2 Thumbs Up

Aug 24, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: There is a lot that I like about this company. I guess if I had to single it out I would say that their willingness to listen to their customers and update their software is their biggest strength. That may sound trite, but the fact is that once you get started using software on a daily basis you will invariably come up with issues in which you see how the software could operate in a more efficient manner. In other companies that I have worked with that is where the communications stop. With Service Trade though, they take your suggestions and work on plugging them in to their operating software. They have a fantastic relationship with their customer base, and until we started using Service Trade I had no idea that there was a company out there that cared about their customers enough to work their suggestions into workable solutions.

Cons: We have had small glitches in the software (mostly tablet issues) over the past 22 months, but for the most part they have been handled quickly.

Recommendations to other buyers: Get references and speak to users about the software that they are using before you make a decision. Try to find someone who has been using the software for a while so you know what to expect from technical support and how the company reacts to problems, because they WILL come up. There is no perfect software, only companies that are willing (or unwilling) to work with their customers when problems come up to fix problems quickly.

ServiceTrade was the solution to a host of problems.

Sep 28, 2016
5/5
Overall

5 / 5
Ease of Use

4.5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: A solid product that is well thought out and has continued to progress and intergrate into our model. The customer service is unmatched by any company that I have dealt with over the last 11 years in business. Responsive, innovative, take suggestions seriously and implement them. The visual scheduling is what sold us originally for this product. To see a visual map of all upcoming jobs and efficiently schedule them greatly reduced the time devoted to planning technician routes. This allowed more time to be spent communicating with the customer further improving the relationship with them. We have since proceeded to us more and more features to further streamline operations.

Cons: Sometimes ideas take a while from inscription to concept to implemented. They are doing a ton and roll out new features constantly.

Recommendations to other buyers: Ease of use is critical with multiple employees using the software. From service techs to office personnel there is a wide variety of computer abilities. This software allows the lowest ability to still function and get the data from the field to allow efficient billing. Less calls asking for paperwork, less time consuming unproductive tasks that eat into the bottom line. Well thought out flow of information is critical to productivity and training.

Great field service platform

Sep 04, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: 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 save us time (and money!). The map-based scheduling feature allows us to visualize routes and location proximity - which can be crucial when optimizing tech routes. Our customer and employee communication processes have been vastly improved and are now more efficient. No lost paper 'notes' or phrases like 'I meant to tell you...', 'I forgot to mention that...' - the mobile app with work order features is invaluable in effective job management. With customer communication, ServiceTrade allows us to instantly send a job report with onsite issues, photographs and time spent on property. It also allows us to recall past service issues should the customer need to address them. I would recommend ServiceTrade to any field service business with repeat customers and maintenance agreements.

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

Recommendations to other buyers: Take the time to setup customers, locations, services and job correctly. As with any new software or system, there is a 'bedding in' period where patience is required. You will reap immense benefits from the continued use of this platform.

Review of service from a developer who interacts primarily with the API

Oct 21, 2016
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: Feature rich UI.

Cons: With the wide use cases, it often feels like I'm having to solve two or three problems to solve one of our internal problems. Meaning, it is sometimes a complicated process to map a feature request in our domain to an implementation integrating service trade... but I don't know that there is a way to solve that. It is the nature of the service trade platform to have to accommodate a wide variety of use cases, and I understand that.

Overall: ServiceTrade is very feature rich and I'm impressed by the variety of use cases that it handles and wealth of features. However for us, this plus is often a downside. We have very specific use cases and sometimes the way data is setup in service trade is not the best fit for us. However, this isn't really a complaint, rather an observation. If ServiceTrade was to fit our needs better, it would not fit the needs of other organizations.

I've been impressed with the responsiveness of the service and development teams who have provided timely and detailed answers to questions I have raised.

Recommendations to other buyers: It would be great to be able to selectively subscribe to individual webhooks rather than having to subscribe to all or none. There ends up being a lot of noise to filter through when we get pinged with webhooks for a wide variety of events.

Cady with FirePro

Oct 21, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I would honestly be typing for days if I listed all the pros to being with your company. You guys are great in customer service and your program!

Cons: Wish there was a training class on this side of the country. It would be nice to talk to other users in a group setting and see what everyone else has learned.

Overall: I have been using service trade for over year now. Every time I need help or have a question about the program I get amazing feed back from your techs. They are always fast and go above and beyond what was asked. Navigating in this program is very easy and I find the videos very helpful. I also enjoy the online classes like Ned talk they are very informative. My only wish is that you would do an informative training class for users around Oregon or at least some where easier to get to then Carolina. You have added so many new useful things in the past year and i'm always excited to see whats new. I would recommend this program to anyone very efficient and easy and there are so many amazing features. I would rate this company an overall 5 stars in customer service we love being with your company!

Our company has become super efficient with ServiceTrade

May 06, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: ServiceTrade has transformed our business in ways I never imagined possible. We have eliminated 4 independent software systems by using ServiceTrade and streamlined our business to become very efficient. Our Technicians and Office Staff work very well together sharing real-time information through ServiceTrade; eliminating all the friction and slow down that normally occurs in a service business. We have significantly improved the customer experience across the board, they get immediate information sent electronically on the services performed including a detailed report with plenty of photos and deficiency information followed up by a quote for repairs needed within 24 hours, often times the same day.

Being streamlined and efficient in all that we do has made for a much happier work force, employees love the software and enjoy the frustration-free and immediate work-flow so they can process their work faster with clear and concise information and pass it along to the customer for quick turnaround. Our customers are happier, the employees are happier and with the significant savings from becoming efficient combined with higher revenue production per tech, our owners are very happy too.

The ServiceTrade team also been great to work with, they provide exceptional support with rapid response and worked very well with us through the implementation so that the transition was a very thorough and well planned process.

I think it's important to not only thoroughly understand the software and whether it meets or exceeds your needs, but it's equally important to know the team and who will be supporting you so that you have comfort with your decision and know that you're partnering with a company/team that you believe in, that you want to do business with for the long-term and that you know has its customers best business interests in mind. The best way to confirm you've made the right choice is to talk to their customers, doing that really helped me understand how well ServiceTrade performed and that I was entering a solid partnership for my business.

Provides our Corporation with the needed tools to manage our service business

Jul 27, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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. The ability to create and maintain our own form library has given us the ability to satisfy our Customers and locale AHJs in a manner we were never able to do before.

Cons: While we have the ability to create our own PDF forms which we can code to auto-populate most static data, we cannot do this on the couple of Spreadsheet Graphing forms we have created to fill a vital need. 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. Those are the very few issues we have experienced, and given ServiceTrade's willingness and ability to address needed updates to their software, we have confidence that these issues will be tackled, if possible.

Overall: Management of the entire service aspect of our corporation, from one end to the other.

This software has been a godsend to us in terms of managing our crews and time more efficiently.

May 23, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: 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.

Cons: 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.

Overall: It brought us into the 21st century regarding our scheduling and employee management.

Great potential

Feb 13, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Asset management and reported deficiencies are fantastic for both customer service and generating future revenue.

Cons: 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.

Overall: I pretty much feel like we got a product that was still in Beta testing. We've had issues with porting item lists, and Quickbooks Online that falls short on seamless integration. 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.

We were very excited to get set up with Servicetrade, and for the most part, it is serving our needs and helping us stay organized.

Unfortunately a bulk of the services I was keenly interested are reserved for larger companies or a minimum amount of techs; the customer portal and feedback option were very desirable selling features. And even though we bought 4 extra tech accounts that we don't need just to get set up at all, these services still could not be made available.

Recommendations to other buyers: 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.

Great Package!

Mar 31, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Overall good product. Could use some improvements on the Quoting side - Repairs vs. Inspections and things.

Cons: Has glitches. Often times I will enter customer information in and then return to the customer to find it different than I had entered it in originally. Routine Service Schedules seem to be changing and I fear that we may end up not providing service as promised due to a hiccup.

Overall: As a Service Company, we use many different aspects of the ServiceTrade system to run our business. I work in the Sales Department, and I can speak best to what it has provided us. The Quoting side has been a huge improvement to what we were doing previously and after 8 months of using ST, we have doubled our overall Quote Closing Percentages and the numbers are improving every month. The folks at ST are always looking to improve the system and will continue to make tweaks to put a better product out there. Great work!

Recommendations to other buyers: I know that you are constantly working on improving things, so please do. There are little things here and there that would go a long way for ease of use. I hear things from different departments within our company and I hope they are sharing them with you.

Access to customer service. There is an ease in setting up customers and jobs in the system.

Nov 01, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Access to customer service. 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! The history icon is a great option for a paper trail. Having a feature that allows comments to be placed by each party is fantastic as well as providing the option for everyone to see the comment or keeping a comment within the office. The loading of documents and photos is also 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.

Overall: Access to customer service. 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! The history icon is a great option for a paper trail. Having a feature that allows comments to be placed by each party is fantastic as well as providing the option for everyone to see the comment or keeping a comment within the office. The loading of documents and photos is also a great feature.

Very resourceful easy to function

May 03, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Easy to navigate around the software. I can search for customers using different variations of the name of business and/or the address of the location.

Cons: The only thing that I do not care for to much is the tagging feature. If one job is tagged that tag sticks to customer each time a job is set. I.E a customer may be tagged to have a PO for a specific job and maybe the next doesn't need a PO because it was under the dollar value. The PO tag sticks to that customer each time insinuating that the job needs a PO when it not necessarily the case.

Overall: There are several benefits our company gets from this software. It stores our jobs and details, our technicians use it to track where they are to go. We store special notes and comments that helps with invoicing. It helps the executives with gross profits margins. We track parts and labor hours and job details.

Helps make my job a lot easier!!

May 02, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I love how our techs can upload all of their paperwork & pictures for jobs. I can go to a customers location & see all of the jobs we have ever done for them. We can adjust paperwork & pictures with the drag & fix option. I like how it keeps track of our techs drive hours & work hours separate. There is a place for all of our information. It is just the best!!

Cons: Like once every 6 months it might go down for like 5 minutes. But they get it fixed & back up & running.

Overall: I love how our techs can upload all of their paperwork & pictures for jobs. I can go to a customers location & see all of the jobs we have ever done for them. We can adjust paperwork & pictures with the drag & fix option. I like how it keeps track of our techs drive hours & work hours separate. There is a place for all of our information. It is just the best!!

Grade A Software

Nov 04, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Comments: It is quick, easy, and to the point. I have been in the hood cleaning industry for a little over 12 years now and have went through several changes with software devices. A few for example are; Outlook, Quickbooks, Timberline, Citrix trying several ways to making thing easier. ServiceTrade is smooth sailing for me. Once I was introduced to this system I picked on on a lot of things rather quickly so it is very easy for a self teaching program.

Pros: You can not really make a mistake. I like the fact you can get into the system and explore every option that you have to work with. I really like how you can enter all notes into the system and everything stays together making it very easy and accessible for the next time we services the locations. Over all in general the PRO to this system is it is quick, easy, & efficient!

Cons: There isn't really anything I do not like about the system except for the normal glitches where everything freezes sometimes and doesn't record your information cause it was in freeze mode. Other than that I have no complaints.

Recommendations to other buyers: When you first look at the system it looks like a lot of work! However coming from experience it is a very easy, self teaching system. So if you are trying to start up a new business or even better your business than it was before by making it easy and self efficient you need to look into SERVICETRADE.

Quoting made easy

Oct 21, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use. Love that customers can approve the quote online and we get notified. Makes my job so much easier than faxed and paperwork.

Cons: Still see room for improvement in the tool itself, but looks like improvements are being made often.

Overall: I use servicetrade to do all of our fire protection deficiency quotes. As a sales rep it's a numbers game. The more I quote, the more I sell. My sales volume has increased significantly as well as my close rates. I find it so much easier to manage the customers issues and resolve them quick and efficiently through our quoting tools. Couldn't be happier with the program.

Capterra loader

Very helpful sales and management tool for Service Company

May 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I like that everything is so user friendly and you can pretty much figure out what you need to do if you weren't exactly trained to do it. Everything is laid out so well and it is so easy to navigate through the system.

Cons: I do not like that if you reject repair quotes that the deficiencies come back in the system to be quote. I would like a way to comment on deficiencies and have an option to reject repair quotes with deficiencies attached with out them coming back into the system. Perhaps to mark them as Fixed, Compliant, Another Company Handled, Non-Issue, ETC.

Overall: I like that you can have multiple tabs open for convenience and multi tasking

Great program!

Jul 29, 2016
5/5
Overall

3.5 / 5
Ease of Use

4.5 / 5
Features & Functionality

4.5 / 5
Customer Support

4.5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Great guys to work with! They are very professional and are very patient. They have a very nice on-boarding tracking program that keeps everyone involved in the on-boarding stages, on the same page. I know that when I need to go back to them for some further on-boarding (my fault, not theirs), they will be very helpful in getting us up an going. We are currently using Maximizer 10.5 Group. Exports to Excel were easy to do, but not all matched to Quickbooks, so I have some follow-up work I still need to do to match to the Quickbooks entries, and then we can go full bore onto ServiceTrade. We have used it periodically during our transition from Maximizer and we have liked it. The techs find it easy to use in the field, but we have not yet used it to it's fullest capacity. We especially look forward to using the customer follow-up tool, Service Link, and are anxious to see how it helps our marketing to existing customers. I like that they are always updating and improving the program. They do offer on-going training, also.

Cons: As an outdoor lighting company, we usually don't need to "Schedule" calls, but while testing the program, I found the "Scheduling" & "Dispatch" screens a bit complicated to view. But I think as I start using the program more, it will get easier. I'm not concerned.

Recommendations to other buyers: Take advantage of any trials offered. Determine your critical needs. There are many program out there that are overkill for what you really need. ServiceTrade fits our needs. I'm looking forward to using the program to it's fullest potential.

I use service trade for all my service repair quoting ,It's Awesome

Aug 21, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

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

Cons: 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

Overall: The biggest thing for me is the speed of getting the quote to the customer for service at their facility. A lot of time i can send a quote while the Technician is still on site and we are able to get approval for that repair that same day, Saves a trip back

Great support!

May 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Constantly updating and improving. Serious about this buisness and about growing it long term. Bearded briefing is helpful and is looking out for our interests. The conference was great I didn't attend but my people said it was worth while.

Cons: Price. Need to better accommodate larger projects (large number of tasks and several thousand hours). Would love to include a crm software not for intergration but part of the platform. Sales force?

Great tool for the service industry

Aug 15, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

Overall: I can see what the office has scheduled for me days/weeks in advance and plan my schedule around that.

GREAT STREAMLINE OF SERVICES AT YOUR FINGER TIPS TO DISPATCH TO ALL TECHS

Aug 15, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

-past jobs to be marked completed

-completed jobs to be invoiced

reason being toggling between jobs and this page is time consuming.

Overall: 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

organizes and handles a lot of the tasks for scheduling technicians

May 24, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: 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 .

Cons: 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.

Overall: It has a lot of good features to organize a workforce of technicians

I have had nothing but good experiences with ST. The people at ST are very engaged in the product

May 29, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Quote and Service templates are really great. All of the Google "behind the scenes" is really good too.

Cons: Sometimes the speed of loading the next screen. The calendar could use some enhancements, I would be great if you could "nest" service templates into quote quote templates so when you selected the quote template it auto populated the services in advance

Overall: It has been a great solution for keeping recurring services in front of us.

ServiceTrade is an excellent product with an even better team behind it.

Dec 21, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: We reviewed roughly 55 field service applications and ServiceTrade was clearly the best and easy choice. Check out lots but am confident you'll find it the best for the field users.

Pros: ServiceTrade is easy to use with lots of forward thinking features, integrations and potential. We use it far beyond service functions. We now use it for all recurring services, billing and scheduling.

Cons: We had to ask for them to develop a few features and they delivered in a reasonable timeframe. I do wish it was stronger with quoting and customer management however, it was not made for that and has prebuilt integrations to CRM.

Overall it is a lot easier than having loads of parerwork. I use it every day for fire sprinkler ins

Aug 21, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The speed is what I like most. It makes the work go so much faster and it makes it a lot easier to organize.

Cons: I have had a few times where I have all the deficiencies done and I go to fully complete everything and all my writing is gone from deficiencies but the pictures that I took are still in there. I don't know what happened but it gets extremely annoying

Overall: It takes away a lot of the anxiety and stress that would come from just normal paperwork

Awesome Software

Oct 21, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Dispatching our jobs, keeping the techs times, quoting jobs & invoicing jobs. It keeps everything very organized.

Cons: Lately we have been having issues with Service Trade moving extremely slow.

Overall: Service Trade has been an awesome addition to our workplace. We use Service Trade as a dispatching software for our company. We service other businesses with trade services such as: plumbing, HVAC, Electrical, Kitchen Exhaust Hood cleaning, grease trap cleaning & construction services. Service Trade keeps our company running so smooth. We dispatch our techs, keep their times, we quote jobs from Service Trade & we invoice our jobs also. We would be lost without Service Trade!!!

Recommendations to other buyers: No

Best in the Fire Safety Business

Jul 29, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4.5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Service Trade saves me a ton or money and helps us keep track of our customers and tech . We make more money and stay organized by being able to know our customers needs when it comes to servicing their equipment; i am able to keep less parts in our shop and on trucks by tracking up coming equipment changes or upgrades . It also allows you to track your employees and route jobs together that make sense and save on drive time knowing where your techs are in the field

Cons: We have not issues , they customize what ever we need and they are timely on their follow up

Recommendations to other buyers: I get about 20 calls a year from companies that tell me they have the best Fire/Safety software in the industry but I tell them I have ServiceTrade and they don't even try to compete with it . We are super happy they understand our business and needs.

Service Trade has helped our company grow up.

Oct 24, 2016
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It has brought our company up-to-date with technology.

Cons: I'm not sure

Overall: What I mean by that is, the use of this software has helped update our procedures so we can be more efficient and in sync with our customers and employees. We are able to record all procedures we have done and the history is right there for everyone to access and review. Once you have all your information there it makes processes run so much smoother which enables us to be better at our jobs saving us time and money, most of all keeping our customers taken care of with all their equipment information at our finger tips.

Recommendations to other buyers: It may or may not be feasible, but I wish there was industry specific training.

Awesome Software

May 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It's very easy to bill in. You can see where the techs are when they clock in and out on site.

Truly helpful for when you need to know where they are for a job. If you happen to make an error, it is easy to fix. Great software all around.

Cons: There is actually nothing that I do not like about ST. Like I stated in the Pro's it is super easy to use.

I use service trade daily and find it very easy to navigate and function.

Jul 27, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: What I like most about service trade is that the software team always work on improvements and updates to make it easier for companies like mine to stay current and up to date.

Cons: What I like least about service trade is that sometimes when you are using the search box it can be very sensitive on how and what you enter. I.E if you enter 103 East street to locate an address it will not pull it up because its saved as 103 E. Street. So in instances such as that it can be very sensitive.

Overall: My daily job functions are more manageable

Couldn't work without it.

Sep 08, 2016
5/5
Overall

4.5 / 5
Ease of Use

4.5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: ServiceTrade has mobility with apps, tablets, laptop capabilities. The program is very easy to use and offers flexibility to our service based company that rivals big corporate companies in the same industry. ServiceTrade is reliable and I haven't had any issues that tech support wasn't able to easily address. Tech support/help desk response time is almost instantaneous!

Cons: We use Quickbooks as our accounting software and it doesn't quite sync with it perfectly. It will generate duplicate entries in Quickbooks if the name of location or company is not an exact match. The paperwork picture capture function is sometimes difficult to read when loaded via the app. I'd say 15% of the pictures taken by the techs to load as pdf document don't come through.

Recommendations to other buyers: With this software we are able to keep office staff at a minimum and generally we are able to generate same day invoicing due to the techs being able to load service tickets to the completed job.

One of the best tools that can be used for the service industry

Aug 21, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: The ability to have technicians know exactly what they are going to service before they get to the customers site. Also, I like the map part to know where a technician is going.

Cons: Not being able schedule a job from the phone version. It would be nice to have it so a technician could schedule from their phones to cut down on the amount of devises a tech needs.

Our experience has been extremely positive.

May 10, 2016
5/5
Overall

4.5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Service Trade is innovative and forward thinking. They've created a platform with myriad opportunities to streamline our internal processes but, just as importantly, engage with our customers to provide them with a better experience with us as a service provider. The transition was relatively smooth and seamless as well.

Cons: Though they continue to innovate, some more analytical capability would be a really welcomed add-on. I believe they will address this as quickly as they can, as they continue to come out with updates every couple weeks.

Recommendations to other buyers: You need to identify what shortcomings your current solution has and compare it to what an integrated solution such as ST can provide. Then consider how it affects not only your business and your ability to maximize throughput but also your customers' experience.

Our Most Valuable Operating Program

Nov 04, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: I know it looks like I went through the review and marked 5 stars on everything but I assure you it was intentional. The Service Trade software as allowed us to streamline our operations, consolidate mission critical operating systems and add bottom line line revenue. We've tried many platforms similar to Service Trade only to see each produce nothing but headaches and wasted money. The Service Trade support team is very responsive and have been great with creating added value features, like the customer portal. this is truly cutting edge technology that we use to ensure our operation remains efficient and profitable. Also, the customer driven features (customer portal, quoting/invoicing, integrated pics, etc) are used as marketing tools allowing us to further separate ourselves from the competition and increasing our margins by being able to "sell" that added value. A+ product

Pros: - Efficient - Extremely Customer Friendly - Marketable - Ease of Use - Constantly Evolving with Valuable Features - Short Learning Curve for Field Personal - Ability to Integrate Other Software Platforms - Cost of Entry is Low

Cons: No Cons really, if we ever have an issue the support team jumps all over it.

Great for techs!

Jan 31, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: In field usage

Cons: In office ease of navigation

Overall: As someone working both out in the field as well as in the office I see both sides of this product. In the field you cannot beat the ease of attaching pictures and describing your difficiencies. As an in office employee I've found the system is not quick to navigate between customers and companies. Overall this is a great product just requires patience and a learning curve from office workers.

Great product - Versatility and Visibility

Jul 19, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The historical tracking of jobs at your fingertip is the most valuable tool that any service person can have. Saving minutes a day with this one feature alone adds up to days and weeks, and everyone knows time is money.

Cons: Cons are few and far between. I would like to be able to upload different types of attachments beyond jpeg and pdf.

A wonderful asset to any business looking to increase productivity

May 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The ability to see future work, past work, and the pictures and documentation features are remarkable. This software reduces time and effort to help organize and simplify paperwork and never having to worry about lost paperwork ever again!

Cons: From a mobile user's point of view, the front side of service trade normally functions and loads quick. But the back end of service trade, i.e. manifest and previous completions, loads slowly.

Overall: It helps me be more productive and saves time