# Page 5 | ServiceTrade Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 5 - Is ServiceTrade the right HVAC solution for you? Explore 339 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/132690/ServiceTrade-Commercial/reviews

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ServiceTrade

4.6 (339)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 5 - Reviews of ServiceTrade

## Showing most helpful reviews

Showing 101-125 of 339 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

MM

Michael M.  
Service Dispatcher  
Mechanical or Industrial Engineering  
Used the software for: 1-2 years

### "service trade evaluation."

March 6, 2023

5.0

the integration was tough to get through, however the service trade team was and is just outstanding to partner with.

Pros

the overall quality and tech. supportthe ease of getting back and forth in the different screens and windows.

Cons

I don't have a least favorite issue and this is what my business world is working with service trade.

Review Source

ED

Eric D.  
President  
Facilities Services  
Used the software for: 2+ years

### "Great product that keeps getting better"

February 13, 2017

5.0

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.

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.

Review Source

CS

Carl S.  
Operations Manager  
Utilities  
Used the software for: 2+ years

### "ServiceTrade"

September 16, 2020

5.0

Speed of information is the key to our business. the faster we have reports and documents, the faster we can respond and take care of the customer.

Pros

User friendliness is one of the most important feature of this software. Customer support is very good as well. We run our entire service department through servicetrade.

Cons

Not much to say here but that it is not designed specifically for fire protection companies so we had to customize to our processes.

Reason for choosing ServiceTrade

Servicetrade is web based and easier to use.

Review Source

ML

Megan L.  
Service Coordinator  
Construction  
Used the software for: 2+ years

### "Great for all service businesses!"

May 14, 2019

5.0

We have been using ServiceTrade as our job management software since 2015. I have to say, ServiceTrade's customer support is above any other company's I have ever came across. Anytime we see that there is room for improvement, which is very rare, we contact the ST team and see the changes in the next update. ServiceTrade is extremely easy to use and very intuitive! There isn't much that ServiceTrade doesn't do from parts tracking, time tracking, dispatching, invoicing, quoting, reporting, and more. We can't say enough good things about this software!

Pros

Customer service, intuitiveness, minuscule learning curve, integrations, design, and responsiveness.

Cons

Theres really nothing that we dislike about ServiceTrade.

Review Source

cJ

cady J.  
Manager  
Public Safety  
Used the software for: 1-2 years

### "Cady with FirePro"

October 21, 2016

4.0

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!

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.

Review Source

SA

Scott A.  
President and CEO  
  
Used the software for:

### "Our company has become super efficient with ServiceTrade"

May 6, 2016

5.0

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.

Review Source

WL

William L.  
Project Manager  
Facilities Services  
Used the software for: 6-12 months

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

July 27, 2017

5.0

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

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.

Review Source

TS

Trevor S.  
Suppression Manager / Installer  
Public Safety  
Used the software for: 2+ years

### "Service trade for the daily user"

November 9, 2020

5.0

Overall I am quite happy with the Service. After all of the bugs got sorted out, it has been amazing to use especially for the day to day operations

Pros

I like that it is easy to use, and I am able to find what I am looking for very quickly

Cons

There are some connectivity issues, and there have been some issues with having to upload the reports The have been times where I have had to delete the program off my phone and reinstall it just so the uploads can work correctly

Review Source

TW

Tyler W.  
Inspections and Service Manager  
Construction  
Used the software for: 1-2 years

### "Service Trade has really helped our company with scheduling and invoicing"

January 14, 2020

5.0

Very happy with how ServiceTrade has helped our business.

Pros

Ability to set up reoccurring events easily.

Cons

The ability to create more information for jobs that have multiple billings through customer previous billings page. Currently, the customers previous billings have a job type but when it comes to repairs, the ability to sort through more details on the customer page without having to click each prior job would be really helpful

Switched from

[FieldAware](https://www.capterra.com/p/120648/FieldAware/)

Ability of the software to conform to PDF files that we up load.

Review Source

LB

Laura B.  
Bookkeeper  
Construction  
Used the software for: 2+ years

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

May 23, 2018

5.0

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

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.

Review Source

MH

Micah H.  
Inspection Department Manager  
Construction  
Used the software for: 2+ years

### "Service Trade has helped grow our business dramatically"

November 9, 2020

5.0

Pros

Scheduling has become much easier being integrated with Google Maps. Quotes can go out much quicker and more efficiently than in the past. Documentation and transparency for the customer has been great for retention and referrals.

Cons

I think the portal could be improved to keep approved quotes available for the customer to view. Duplicate pictures have also been an issue when my techs upload them.

Review Source

KF

Kyle F.  
Account Manager  
Public Safety  
Used the software for: 2+ years

### "BEST ONLINE PLATFORM TO STREAMLINE YOUR SERVICE BUSINESS "

July 1, 2019

5.0

I highly recommend this platform to any service oriented company. The streamlined software enhances efficiency while distinguishing your company above others.

Pros

Our technicians all use the software to clock in to jobs, make notes and take pictures of jobs, and maintain records for each customer. This easy to use online software allows for us to quote customers and track service progress easily between the office and on the field.

Cons

This software is great, the only issue our techs have experienced is in areas with poor cell service.

Review Source

AV

Anthony V.  
Vice President  
Construction  
Used the software for: 1-2 years

### "Not enough Quickbooks integration"

February 28, 2023

4.0

Not worth the money for a small business

Pros

Quoting and estimates. Customers can approve directly from email

Cons

Bare minimal integration with quickbooks

Review Source

JW

Jasman W.  
Accountant  
Consumer Services  
Used the software for: 1-2 years

### "Very resourceful easy to function "

May 3, 2017

5.0

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.

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.

Review Source

MJ

Matt J.  
Sales  
Public Safety  
Used the software for: 6-12 months

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

November 1, 2017

5.0

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.

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.

Review Source

LW

Lorna W.  
VP Operations  
Facilities Services  
Used the software for: Less than 6 months

### "Great potential"

February 13, 2017

4.0

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.

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.

Review Source

MA

Michael A.  
Senior Accountant  
Construction  
Used the software for: 2+ years

### "Opinion"

January 2, 2020

4.0

Is 100 better and more accountable than Datamine, however the inventory feature with PartsLedger is no good.

Pros

Easy to use and the fact that the information can be easy download to Excel

Cons

The interaction with PartsLedger is terrible.

Review Source

TN

Travis N.  
Lead Developer  
Consumer Services  
Used the software for: 6-12 months

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

October 21, 2016

4.0

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.

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.

Review Source

Julie W.  
Human Resources Manager  
  
Used the software for: 6-12 months

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

May 22, 2018

4.0

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

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.

Review Source

EH

Eric H.  
Fire Sprinkler Manager  
Public Safety  
Used the software for: 1-2 years

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

October 21, 2016

5.0

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.

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.

Review Source

AW

Andrew W.  
Restaurant Fire Prevention Technician  
Facilities Services  
Used the software for: 2+ years

### "It works"

November 9, 2020

4.0

It’s keeps up with the details so that you don’t have to.

Pros

It keeps up with past jobs, quotes, customers, pictures, documents. Keeps scheduling strait and creates a better experience for the customer.

Cons

Everything should be able to be done on a mobile device or tablet such as the drag and drop scheduling.

Review Source

BA

Bethanne A.  
Accounting Specialist  
Facilities Services  
Used the software for: 1-2 years

### "Helps make my job a lot easier!!"

May 2, 2017

5.0

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!!

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.

Review Source

SB

Steven B.  
President  
Consumer Services  
Used the software for: 6-12 months

### "Great field service platform"

September 4, 2015

5.0

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.

Review Source

RR

Randy R.  
Safety and Compliance Manager  
Facilities Services  
Used the software for: 2+ years

### "Safety and Compliance Review"

January 2, 2020

5.0

Service Trade has been excellent, I have no complaints.

Pros

It is very easy to use and once the user understands how the software works, it is very fast to use.

Cons

When viewing photos, it would be nice if there was an auto expand feature to make the photos easier to view. Also, online form completion would be nice.

Reason for choosing ServiceTrade

My company closely worked with ServiceTrade to develop it's functionality.

Review Source

VR

Verified Reviewer  
Scheduling Manager  
  
Used the software for: 6-12 months

### "Overall very pleased with this product."

May 22, 2018

4.0

Organization, Scheduling.

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.

Review Source

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