# Page 6 | ServiceTrade Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 6 - 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 6 - Reviews of ServiceTrade

## Showing most helpful reviews

Showing 126-150 of 339 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AS

Andrew S.  
Manager  
Facilities Services  
Used the software for: 2+ years

### "Excellent for Service Industry "

January 2, 2020

5.0

We continue to grow and grow with our small business, and ServiceTrade has been an integral part of that growth.

Pros

The ability to schedule and track all of our employees at a few clicks of the mouse. We also love that we can take pictures and upload notes to the accounts.

Cons

Not really much, there has been some bugs here and there, but they are quick to act on them and update any issues.

Review Source

sM

steve M.  
Estimator  
Mechanical or Industrial Engineering  
Used the software for: 2+ years

### "Service Estimating"

January 4, 2022

5.0

Very Useful

Pros

Once I became familiar with, very useful.

Cons

Not being able to update or change anything. Always have to get a Administrator to reopen before I can changes:

Review Source

VR

Verified Reviewer  
Office Manager  
Construction  
Used the software for: Less than 6 months

### "Glad we made the switch"

December 12, 2018

5.0

Customer service is located here in the US, so I actually get someone that I can understand. They are super friendly and very helpful .

Pros

This program is so simple to use. We switched from another software that is similar to this one. It was so easy. I have techs that are technically challenged and they can use this out in the field with no problems at all. It also pulls information from Quickbooks so I did not have to completely start over with my customer base.

Cons

We just stated using this, the only thing I see as an issue is that the tech out in the field cannot change or reschedule an appointment, it has to come back to the office.

Review Source

BG

Billie G.  
Deficiencies Senior Sales Rep  
Facilities Services  
Used the software for: 2+ years

### "Quoting made easy"

October 21, 2016

5.0

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.

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.

Review Source

KM

Ken M.  
Technician  
Construction  
Used the software for: 2+ years

### "The upload of PDFs is slow"

June 3, 2018

3.0

It's efficiency

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

Review Source

JR

Jeremy R.  
Service Branch Manager  
Facilities Services  
Used the software for: 1-2 years

### "OUTSTANDING CUSTOMER SUPPORT!"

January 31, 2017

5.0

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!

Pros

Ability of ST to evolve with their client's.

Cons

Speed at which the data filters can be slow.

Review Source

RH

Rob H.  
Sales Manager  
  
Used the software for: 6-12 months

### "Great Package!"

March 31, 2017

5.0

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!

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.

Review Source

TC

Tim C.  
Sales/PM  
Construction  
Used the software for: 1-2 years

### "Great fit for fire protection work"

October 27, 2020

5.0

Pros

Ease of use - With the training provided on how to operate the system, it is very easy to pick up and run with.

Cons

Ensure that setup is strictly controlled so that you don't have duplicate customers in the system otherwise finding the right customer to use is difficult

Review Source

DH

Daniel H.  
Service Manager  
Facilities Services  
Used the software for: 2+ years

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

August 21, 2017

5.0

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

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

Review Source

Stephanie S.  
Senior Account Executive/Business Development  
Accounting  
Used the software for: 2+ years

### "I am a strategic partner with Service Trade. I love the value it brings to my customers!"

February 23, 2018

5.0

A terrific partnership and happy customers!

Pros

The seamless integration with Sage Intacct by leveraging the dimensions for great reporting and insight.

Cons

Wish it integrated with the PO module within Intacct for an additional level of integration.

Review Source

NC

Nino C.  
Office Manager  
  
Used the software for: 1-2 years

### "Service Trade Software - 2 Thumbs Up"

August 24, 2016

5.0

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.

Review Source

BH

Bobby H.  
Portables Techncian  
Public Safety  
Used the software for: 2+ years

### "I am a technician using ServiceTrade for my daily jobs"

August 15, 2018

5.0

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.

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.

Review Source

CQ

CHRISTY Q.  
SALES AND SERVICE SUPERVISOR  
  
Used the software for: 1-2 years

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

August 15, 2017

5.0

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

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.

Review Source

RC

Ryan C.  
Operations Manager  
Construction  
Used the software for: 2+ years

### "On point"

November 2, 2020

4.0

Pros

Overall data that is collected gives a snapshot of our business.

Cons

Mobile App, it constantly freezes and cumbersome between the Tablets and Phones

Review Source

SS

Scott S.  
Presidenr  
Construction  
Used the software for: 2+ years

### "Great support!"

May 22, 2018

5.0

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?

Review Source

CC

Chris C.  
Technical Services Manager  
Facilities Services  
Used the software for: 2+ years

### "organizes and handles a lot of the tasks for scheduling technicians"

May 24, 2018

4.0

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

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.

Review Source

AC

Adam C.  
Vice President  
  
Used the software for: 2+ years

### "ServiceTrade was the solution to a host of problems. "

September 28, 2016

5.0

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.

Review Source

NB

Nathan B.  
Fire Sprinkler Technician  
Utilities  
Used the software for: 2+ years

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

August 22, 2017

4.0

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

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

Review Source

VR

Verified Reviewer  
Office Mgr  
Construction  
Used the software for: 2+ years

### "Great software"

May 14, 2019

5.0

Ease of communication between office and mobile technicians

Pros

Ease of use, features offered, always improving.

Cons

Visibility. Some features could be better viewed with an overview dashboard effect in mind, so there's less clicking from screen to screen.

Review Source

RL

Randall L.  
Tech  
Public Safety  
Used the software for: 1-2 years

### "Great for service work"

January 3, 2020

4.0

The previous company I worked for did everything 19th century style so I was really blown away with this product. Love the map aspect of it

Pros

The map feature works great for getting work done in a specific area. Instead of going through a list and looking for address you can see how far each job is away from your current location

Cons

Unable to delete accidental photos from jobs. (However this May be a admin issue)

Review Source

JC

Jovita C.  
Assisntant Bookkeeper  
Construction  
Used the software for: 1-2 years

### "If I was able to put 6 stars I would."

May 24, 2018

5.0

Easy way to use it. Very convinient

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.

Review Source

BA

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

### "Awesome Software"

October 21, 2016

5.0

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!!!

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.

Review Source

TO

Thomas O.  
Assistant Service Manager  
Mechanical or Industrial Engineering  
Used the software for: 6-12 months

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

August 15, 2017

5.0

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

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.

Review Source

MF

Mike F.  
Service technician  
Hospital & Health Care  
Used the software for: 1-2 years

### "Survey "

November 5, 2020

4.0

Good experience great help streamlining the service and customer friendly

Pros

Easy to access schedule services and information needed for the service.

Cons

There are times when need to reload the app due to technical issues it takes few attempts to reload app

Review Source

JH

Joey H.  
Technitian  
Electrical/Electronic Manufacturing  
Used the software for: 6-12 months

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

October 23, 2016

5.0

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 "\_".

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....

Review Source

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