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

229 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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Extremely
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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
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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
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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
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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
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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
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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!!

The upload of PDFs is slow

Jun 03, 2018
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: 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.

Cons: 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

Overall: It's efficiency

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
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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
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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
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Extremely
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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
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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
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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
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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
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Extremely
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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
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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
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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
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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
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Extremely
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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
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Extremely
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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

Great app! Very functional and easy to use.

May 24, 2018
5/5
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
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Pros: The organization of each job. The ease of pulling up each deficiency in the past. The ability to scan paperwork to each file.

Cons: Video uploads take forever. The deficiencies are difficult to explain in a video when you're trying to do it in under a minute. On the mobile app its worse, you only get 10 seconds.

ST has streamlined our scheduling, customer maintenance and overall procedures

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: 9.0/10 Not
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Pros: Scheduling Board - Real time pictures - Deficiency tracking and monitoring

Recurring job set up

Ability to reference historical jobs

Cons: There is no built in feature to download all pictures from a job

Cannot easily scroll through job pictures

Overall: Streamlining of Job processes

Better communication to technicians

Service Trade is VERY user friendly

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
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Pros: I like the fact that everything is very easy to use. Any time there is an update, there is a notification that notifies users and walks them through the process.

Cons: I do not have any cons. Service Trade is very user friendly, and pretty much self explanatory. It is the easiest part of my day.

Capterra loader

Service Trade has allowed our company to go to the next level

May 31, 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
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Pros: This software allows for ease of customer database management. I like that I can store pictures and comments while doing a survey

Cons: I would like to see more features geared towards sales procedures (follow up reminders, call logs, etc.)

I would like to be able to port survey pictures to a quote.

Best Service Program

Oct 21, 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: 10.0/10 Not
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Pros: All customer information can be seen from one screen, very convenient for techs in field

Cons: Tobe able to insert multiple e-mail addresses when e-mailing invoices

Overall: I have used different service programs in the past, but Service Trade is by far the best. Customer reports can be uploaded so techs can see on their tablet, emailed directly from the job to customer.

OUTSTANDING CUSTOMER SUPPORT!

Jan 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: 10.0/10 Not
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Pros: Ability of ST to evolve with their client's.

Cons: Speed at which the data filters can be slow.

Overall: It truly is amazing that a company will stand up and be there for you when you need assistance. The Servicetrade staff are so patient and reliable every time anyone within our company needs help. I honestly don't think that is the best part of Servicetrade's customer service, I say it is the way they listen to the needs of their customer and evolve with their client's needs. They actually listen and provide us with the added tools to improve our business even more. Thank you ST!

This app is very simple to use and it helps greatly with scheduling.

Apr 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I love the fact that I can bill in less than 24 hour after job completion. This App also helps keep track of location of all techs, which helps cut cost for emergency service.

Cons: Periodically it does kick me out of the app and reboots the app. It is an inconvenience when training

Service Trade has been a great addition to our operation. It has helped us streamline our service.

Aug 15, 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
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Pros: Scheduling and Time keeping features. It has helped us an extreme amount with invoicing jobs because we can clearly show when our techs are checked into jobs.

Cons: Sometimes there is a little bit of lag when doing invoicing. When doing multiple invoices at one time there can be a delay as it uploads to the actual invoice screen.

Overall: Streamline operation. Great scheduling benefits and the ability to know in real time where all your techs are and we can make decisions accordingly.

For what I need service trade for, I have had wonderful experience

May 11, 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
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Pros: User friendly I can keep track of techs time, keep track of quotes, I can look up service pictures, I can send emails to customer that have questions on the job, I see all the techs comments, and the fact I can listen to voice recorded message from the techs while they are on a job

Cons: Service trade might go down for 5 mins every now an then, no big deal cause it comes right back up. There is really not a lot of cons for service trade

Great Product for scheduling and dispatching

Aug 18, 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: 9.0/10 Not
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Pros: Product is great, many many useful things to help our company operate more efficiently. Dispatch board has definitely made our lives easier in visually see where our techs are scheduled and how long they are at a job. We Have really been utilizing the quoting and its has been extremely helpful. The option to email our customers a quote, having them look it over, request changes and/or approve it at their convenience has given us a quicker turnaround on getting quotes out getting them approved and having the work scheduled.

Cons: -This software can be confusing at first, differentiating the location and the company, or navigating on how to make a service from a job and the difference. I often think I understand, but there are so many ways to do the same thing that we get confused. - push notifications available for dispatching. I understand there are emails, but we live in an area that are service guys do not have great reception/ reception at all on most of their jobs. With the lack of reception, they are getting emails hours later. Also, despite what we do and our endless calls to our email provider, the notifications almost always go to their spam so they often don't see them.

Recommendations to other buyers: This has been the best software we have used for scheduling, and using it for quoting has been a bonus. I recommend trying this software for your needs, you wont regret it.

I like the ease of use. How you can jump in and out of screens

May 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: Can also use on your mobile phone with the app. Loads test and give you a list of future jobs. Ease of changes you can make if needed

Cons: The calender pop up for dates even when your not entering the dates. The clock in and out when the app is open on your phone

Used in our Commercial HVAC and Refrig. Service Company for 2+ Years

Sep 11, 2015
5/5
Overall

3.5 / 5
Ease of Use

4.5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: The software and app keep us organized, provide our techs with location and equipment specific history, and our customers with electronic paperwork. All that makes us better, and makes us look good with our customers. Management of recurring services is very good, don't know what we would do without it now. They are also easy to reach with support requests and new feature ideas.

Cons: We like everything they do. New features come out weekly or biweekly, major new features sometimes take a little longer to come out than we'd like.

Recommendations to other buyers: Think about service management software separately from accounting software. You won't get the best solution for service delivery in an all-in-one application.

Fantastic Product & Great Experience

Sep 08, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Service Trade is one of the few programs that has literally changed the way we do business. They have successfully consolidated many of our processes and made our back end office functions quicker, more accurate, and efficient. Service Trade has also significantly increased the customer experience. We are able to quickly get information to decision makers and AHJ's. I highly recommend Service Trade.

Cons: Service Trade is great. There is not much missing with there software. Great product.

Recommendations to other buyers: Pay close attention to the way each software platform handles data. It is important that it is easily accessible. It is also important the the mobile capability of the software is a primary focus.

The Service Opportunity feature is a GREAT time saver!

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
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Pros: Relatively easy to schedule jobs and techs.

Cons: N/A

Overall: Service Trade has helped our small HVAC company schedule jobs and technicians! We are able to edit dates & technicians. We can even set up Service Opportunities for the preventative maintenance work that we do for commercial customers, which means we do NOT have to type in all information each time (week/month/quarter/etc.) we go to do the preventative maintenance. That is a great time saver!

Recommendations to other buyers: When I have a question, support personnel are very helpful!

Great software platform... Great Team behind it

Mar 21, 2016
5/5
Overall

5 / 5
Ease of Use

4.5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Service Trade is very intuitive. We run a 6 truck hood cleaning business and my service crews picked up the hang of the software very quickly. My office staff loves it because they can quickly find things and easily send them back to customers.

Cons: I don't like required questions like this that prevent you from submitting a good review. These days it seems like only people who have something negative to say will take the time to write a review. This is a good product from a good company. I've got nothing negative to say (double negative!!!).

Recommendations to other buyers: Service Trade is constantly evaluating and upgrading their product. They have been writing software based on service companies for a long time and they get what we do. I've used a lot of other service based software packages over the past 14-years and nothing compares to Service Trade. Tim and his team do a great job!

I use servicetrade on a daily basis in the fire protection field. It has been a great tool!

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
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Pros: What I like most about this software is the ability to better serve customers through improved description and pictures of deficiencies and communication overall through the comment feature. It greatly improves time and can make any business a pro in the service industry!

Cons: What I like least about this software is its compatibility with pdf programs. Service trade's link with Adobe and xodo still has a couple bugs.

Overall: Improved production time, better communication with customer, time saved from rewriting reports, flexibility in schedule and ability to pick up past due jobs.

If I was able to put 6 stars I would.

May 24, 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
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Pros: Its very easy to use. I am able to use it in a Tablet mode and Computer mode.

I like How I can sync Invoice to Quickbooks. Also If If I need technical support, I get help right away. They are able to teach me how to use the program.

Cons: Cons, could be that If I sync an invoice to Quickbookd and the Items are too long it wont let me send it.

Overall: Easy way to use it. Very convinient

We have renewed for year 2!!

May 11, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: This software has made our recurring service business operate much more efficiently. We rarely miss an appointment since partnering with ServiceTrade. The scheduling shows the closest jobs to your current location with directions which has allowed our technicians to become more productive. Because this feature keeps them on task they also have more time at home with their families!

Cons: I have found nothing to dislike with ServiceTrade. If you have ideas on how to make the software better they listen and can more than likely make it work.

Recommendations to other buyers: When we began looking for software to run our service business, we shopped several vendors but no one company could match our needs. I told these guys exactly what we needed and they had it done in a few months. The customer service makes you feel like you are part of their family.

This has given us a simple to use tool to get all the information from the field to the office.

Aug 15, 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
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Pros: It's ease of use, and the information that can be shared, from the field to the office. From the office to the customer. And from the office to the technician. It allows us to eliminate phone calls back and forth. The information is now all in the application.

Cons: The software is designed for all kinds of information, it is the one inputting the information that is least liked, because people don't take the time to input all important issues.

Overall: The ability to be mobile with all the information that's important for the job.

Solid, Well Rounded Product

Oct 21, 2016
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
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Pros: Ease of use and the wide array of things it can do.

Cons: some formatting issues with quotes

Overall: We use this program for almost everything. Communication with clients, scheduling of projects, estimate tracking. It's got most everything you could want in a commercial software of it's kind. I've been very impressed

Recommendations to other buyers: the new quote view is really powerful and I like it for the most part. It just has a few bugs, but that's to be expected with any new program

Been using it 8 months at it surpasses any program I've ever used 28 years in my field

May 24, 2018
4/5
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
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Pros: Ease of use the speed of which my uploads ,are once I enter my upload I'm done .I like being to see my schedule on my phone or tablet and not having to go to the office to pick up or deliver reports and I can clock in and out and track my time it's great.

Cons: Once I upload I can not go back and make changes or correction even if I have not closed the job I have to create another report and email office of changes made be still it is a great program

Overall: Not going to office being to get started earlier

Service Trade Makes My Job Easier & Quicker

Aug 23, 2016
5/5
Overall

4.5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Everything is documented & easy to find, when I have to go back to find something. This program also makes everyone work like a team, building on each other's work. The vendor is great as they always respond, and quickly, if I have a problem or a question.

Cons: I would like to be able to merge a job from one company to another. Sometimes a job is billed to the wrong customer and I have to move everything over manually, but I can't move clock events. I have no problem with vendor.

Recommendations to other buyers: This program is user friendly, once you get to know it, and it doesn't take long to understand the process.

Love Love Love!!

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
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Pros: I love how versatile it is for programming out services and planning out a customer. Our company is still in the starting stages of implementing this program to work for us but it has already helped so much!

Cons: Integration between some of the services and the jobs. You guys are making huge leaps and bounds every patch though so I have faith that things will just keep getting easier and easier as the year goes on :)

Overall: It keeps me sane in a constantly changing environment

Very good transition from our old CRM system. Have been working with it now for about 10 months.

Jul 24, 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
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Pros: It was easy to pick up for my sales team and field techs. The amount of data we can now input into each inspection and service is a great tool. Having that job history at out fingertips in the office or field is such a value to us and the customer.

Cons: The service dashboard could use better more specific filters. All history is retained so it is impossible to remove any quotes or jobs that may be started erroneously.

Overall: very smooth flow from quote to field

Our Customers love the efficiency of Service Trade

Aug 18, 2016
5/5
Overall

5 / 5
Ease of Use

4.5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Service Trade is SO easy to use, and allows me to take care of our Customer's needs in a timely manner. The staff at Service Trade have been very helpful and are truly doing a wonderful job helping us serve our clients with the best possible service available.

Cons: Personally I wish there was a "Title Line" that could be fitted under jobs created on each of our customer's pages. It would make referencing a job much faster. Which would save time and energy on a daily basis for all of our personnel in the office. Overall, this is only a minor set back as I can still find the info I need.

Recommendations to other buyers: Our company used a software program close to Service Trade in the Past. However, we prefer Service Trade to anything else that we have found thus far. The staff at Service Trade are always looking at how they can better serve their clients needs, which makes it easier for us to serve or clients to the best of our ability.

Software Happiness

Oct 21, 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
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Pros: Ease of use and User Friendly.

Cons: Some glitches. But minimal. Tech Support is always happy to hear your suggestions and help correct anything.

Overall: Never have I used a software for work purposes that I feel a "Want" to use. It makes like so much easier. Which in turn makes life happier. The Customer's love seeing the same beautiful emails. It does have glitches as any software. However, they are few and far between, UNLIKE most other software. I am happy to wake up and come into my office knowing I am managing my day with ServiceTrade.

Recommendations to other buyers: BUY IT.

ServiceTrade Review

Aug 23, 2016
4/5
Overall

4 / 5
Ease of Use

3.5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Pros: Ease of use. Readily available customer techs. Ability to schedule jobs, receive job paperwork and create quotes in one location. Quoting templates, speed of quoting and speed of revisions.

Cons: We do not like the minimum 24 hour scheduling window because we have multiple inspection customers that exceed the 24 hour time slot (ie: 40 hours) Labor hours should have the ability to be changed to total hours and not just hours in a day. Some information must be expanded/opened for more detail. If it's possible to condense more notes in a snapshot.

Recommendations to other buyers: Review demo, compare to other software programs, contact other ServiceTrade users and discuss openly with ServiceTrade Sales Rep.

Over all it is a powerful tool. Makes my job WAY easier.

Jun 26, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Love the blank paper work. Love the way you can trace jobs through time.

Love tthat you can take notes on just about every facet of a job

Cons: A bit laggy at time.

There is a bit of learning curb because the program is so dynamic.

The uniformity of the software kind of makes the different feature blend in so It can be hard to locate exactly what your looking for but with time i got past this issue.

ServiceTrade

Jul 30, 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
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Pros: We have been using ServiceTrade software for about a year and a half and we love it. It has streamlined the work flow for the technicians in the field, the office staff and the accounting department. It is easy to use and works well with tablets, smart phones and Quickbooks. The customer service is outstanding - very friendly and knowledgeable with a quick response time.

Cons: It would be nice to network with other users so I would love to see some training/user conferences offered

Recommendations to other buyers: We went through online demonstrations with several vendors and it was very apparent that this software and their staff offered the best product for our needs. The set up takes a little time but it was worth it.

Customer service is fast and efficient.

Mar 16, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Comments: I love that I am able to upload a lot of pictures at one time. Uploads of documents are very fast. Unlike other software programs we rarely lose information.

Pros: Customer service is fast, efficient and friendly. These guys really know what they are doing. I have had few problems with Service Trade but when I have had a problem their customer service has resolved it in a matter of minutes.

Cons: It sometimes takes a long time to upload if I am sending a lot of pictures but it is still faster than other programs I have used.

Service Just Got Easier

Nov 01, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: How do I give superior service to my customer? I pick the best products. That is what I have done by choosing Service Trade field service management software.

Service Trade is geared toward ease of interaction and capturing on site data. From clocking in as the Field Tech gets ready to go to the site to clocking out when the job is finished. In between notes can be easily taken both written and voice. Pictures of before and after are readily saved to each job. An invoice with materials and labor can be generated on the spot, as well as a quote for new work can be submitted before the field tech leaves the location.

Meanwhile, the office administrator can view the job information as soon as it is uploaded. Customer satisfaction is further increased with the use of the `Service Link job progress report that can be sent with the photos, notes and invoice information that is ready with a few clicks of the mouse.

The new Customer Portal allows the customer to log into their account easily. This reduces miscommunication and provides Platinum service to our customers.

How much better can you get?

At Service Trade, they never seem to stop improving on the improvements!

Service Trade review after a few weeks of use

Feb 13, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Makes our jobs easier and quicker

Overall: Overall, this program has been a big help to us and billing goes a lot quicker than using paper tickets. I am on the billing side of the program, and apart from needing some adjustments, I think the program works very well. What we would like to see in the future would for example be:

- Ability to copy and paste the job number from ServiceTrade and into our billing program. As is it has to be re-typed.

- Notes regarding what HAS BEEN DONE on site, does not transfer well to our invoice. It will transfer notes about who called in the service and what needs to be done, but not what was actually done as far as repairs. Customer calls us to find out what was actually done on site.

- PO numbers are not transferred at all

- Would love to see an area we can enter a special pop up for each customer. As example, The COD tag is great to use. But there could be other tags, as "email invoice", "require PO's", "call for credit card payment" etc. Even if it can be custom made, it would be very helpful.

Just ideas for a couple of things that might make the program even better.

Thank you for making our jobs easier!

Capterra loader

Great program to keep up with jobs, create quotes, and track sales and expenses

May 22, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

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

Overall: Organization, ease of scheduling, tracking jobs and job costing aspects

Servicetrade has streamlined our job and billing. No more jobs lost in the sauce. Job done then bill

May 09, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The thing I like the most about service trade is that we don't have to carry paper files out of the office. Once the system is setup all the info I need is at you finger tips.

Cons: Trying to manage scheduling and dispatching is not easy when you're in the field. You cannot use your tablet for everything.

Overall: I can check on job status will out being at the office

Just came back from their awesome conference

Nov 08, 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: 9.0/10 Not
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Comments: We have just recently switched to ServiceTrade (within the past year) and its been a big change for our company. The process hasn't been the smoothest but our company primarily was working on paper work orders and so it was time consuming to get all the data transferred. We can tell though that once all the data has been set up correctly, then this software will be a game changer. They also put on an annual conference which was very beneficial for us to visit as we could meet with companies around the country that utilize this software.

Pros: Easy to use and set up so our customers can easily get the information that they want.

Cons: Time consuming to get set up correctly

Recommendations to other buyers: Make sure you have someone in your office that will take on the role as "ServiceTrade Ninja" who can learn the system front to back. This will be helpful when questions arise from other employees.

Purpose Built & Excellent Service

Mar 24, 2016
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: It's the right tool for the job, purpose built, and efficient. The entire ServiceTrade team seems enthusiastic and dedicated, and I'm always excited to hear about and see new features being implemented so regularly. I'm incredibly impressed with the product and would recommend it wholeheartedly.

Cons: Someday we would like to see a unified application, either native or web, to consolidate some functionality that is currently split.

Recommendations to other buyers: Do it. Take a few days and and couple of field technicians/installers/etc, and use it. Find out how it can best fit into your workflow, and you'll probably be very surprised how well it integrates.

Service Trade far exceeds my expectation as far as service industry products go.

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
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Pros: Overall quality and user friendliness. I like when I have an issue or problem I can chat with someone instantly or within minutes. I always get a reply back and customer support is amazing

Cons: At times there are things I wish it could or I could change on the Features and Functionality but allowing customers to share that with tech support they always are willing to work on improving the system

Overall very pleased with this product.

May 22, 2018
4/5
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
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Pros: Convenience of scheduling and tracking the schedule from any internet connection and Tracking who makes the changes.

Cons: The Scheduler is not the only person that can schedule Jobs. Apparently other Assigned Roles have the capability even though it is not listed in their Roles.

Overall: Organization, Scheduling.

A Great Program

Oct 21, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy UI. The updates and changes that are usually made make sense, and are always an improvement.

Cons: I have no complaints

Overall: I have been using ServiceTrade now for almost a year. It took me no time at all to get used to the User Interface. It's a very stream lined, user friendly system. The best part for me is the customer service.

Recommendations to other buyers: Not really. It's a great program.

Tales of Cantankerous Buddies

Oct 21, 2016
4/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Lots features

Cons: Not completely flexible

Overall: It's a journey. There is no destination. You can't point fingers in a house full of fists. As a newly converted user of ST I'm in no position to criticize. Although as of yet, I'm learning at light speed. Ease of use, yeah. Perfect, well no. Lots of features don't seem necessary and other features are missing. Anyway nice work! Thanks

Recommendations to other buyers: Nay it's cool

A heck of a software for the service industry

Oct 31, 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
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Pros: It's simplicity. Easy to use.

Cons: None

Overall: By using the software we manage to get our tech's on the road and monitor in real live time what and when they do their assignments.

Recommendations to other buyers: Inventory integration

Fire Alarm Manager

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
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Pros: Being about to click on deficiencies for a property and seeing everything that has been fixed or written up to be fixed. Being about to click on services and with a snap you can see exactly what re-ocurring service you do for that location.

Cons: The spinning between screens!

Overall: Our company began using Service Trade in May 2016. At this point my department and techs have learned how to use ST very easily and quickly! Since using ST we are finding it saving us time on quoting, invoicing and following up. We are so organized and we are lovin it! No matter what our question is Customer Service has answered our questions quickly! I have nothing to say negative about ST only positive!

Recommendations to other buyers: Would love to have the quote issued date show instead of exp date.

Easy to use, productive

Mar 29, 2018
4/5
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
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Pros: Ease, productivity, simplicity and functionality, everything is tied or linked together.

Nice to send a quote

Cons: Email filters are very limited

Mainly love the software but sometimes the lack of filters makes managing calls and service overwhelming

Overall: Creates a nice workflow

FABULOUS Company!!!

Aug 26, 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
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Pros: I can not express how much I LOVE this product and company. This product is SO easy to use. They have great customer service. They issues update almost every week and it changes for the better every week! This software has saved my company so much time and MONEY! They have several online webinars to help you grow and use the product better!

Cons: Nothing! There is nothing I do not like about this product or this company.

Recommendations to other buyers: Use it, it will work for your company and it will grow your company faster than you ever thought!

Easy to navigate with minimal training

May 23, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: My favourite feature is when you are creating a new customer it pulls in the complete name and address from google

Cons: Slow response time when saving data or moving forwards/backwards from one screen to another. Could be more of an issue with my computer.

service trade

Jan 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: 10.0/10 Not
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Pros: it for the commercial contractor. very easy to use and tech support is the best

Cons: none

Overall: been using it for about a year. very easy to use and it does a lot for you. the best program for commercial contractors. We had use other programs in the past and had to make it work for us. Service works for you, very easy to use.

President

Jan 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
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Comments: I have had this system for almost 4 years and found when we had selected it that is had the features we needed at the most economical cost. As we have expanded as a company the use of Service trade features has expanded and our customers think the service link feature is the tremendous device for use. The support from the home office for Service trade is excellent and very helpful. It's a great fit for us.

Pros: Ease of use and not the ability for our technicians to see what work has occurred and being able to send service link to customers showing the work what was done and the photos of the work.

Recommendations to other buyers: If you're in the service/Construction business this is a perfect tool to track and maintain all customer information easily.

A techs apinion

Jan 31, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Photos, paperwork, directions

Cons: It locks up if I use it without cell service.

L

Flash dose not work when taking pic of work or paperwork.

Overall: I have been using your product for about ten months. I like a lot but the problems with communications when we do not have service is often more than I can bear.

Fire Protection Service Guru @ Hiller New Orleans

Aug 23, 2016
4/5
Overall

3.5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3.5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Top to bottom, the combination of Data Base, storage for customer's documentation, scheduling perfection, customized billing...

Cons: A little too hands on when dealing with changing service description for reoccurring jobs

Recommendations to other buyers: None, buy it use it now, it will put your customer base into a perspective that is unparalleled. Only from that paradigm will your growth be solid