# Page 8 | ServiceTrade Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 8 - 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 8 - Reviews of ServiceTrade

## Showing most helpful reviews

Showing 176-200 of 339 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Sales Development Representative  
Computer Software  
Used the software for: 1-2 years

### "Paperless, finally!"

December 4, 2018

5.0

It allowed us to be more efficient and increase revenue

Pros

Allowed my fathers shop to finally go paperless and move our data into the cloud

Cons

It can be a little tough to use at first, but well worth it once acclimated

Review Source

ML

Matt L.  
Tech  
Building Materials  
Used the software for: 6-12 months

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

August 15, 2017

5.0

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

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.

Review Source

VP

Vivian P.  
Office Manager  
  
Used the software for: 1-2 years

### "Couldn't work without it."

September 8, 2016

5.0

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.

Review Source

DZ

Debbie Z.  
Office Supervisor  
Construction  
Used the software for: 1-2 years

### "The Service Opportunity feature is a GREAT time saver!"

October 24, 2016

5.0

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!

Pros

Relatively easy to schedule jobs and techs.

Cons

N/A

Review Source

JP

Joe P.  
Owner  
Public Safety  
Used the software for: 2+ years

### "Best in the Fire Safety Business"

July 29, 2016

5.0

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

Review Source

MB

Michael B.  
Inspector  
  
Used the software for: 6-12 months

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

May 25, 2018

4.0

Not going to office being to get started earlier

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

Review Source

AD

Addis D.  
Warehouse Manager  
Mechanical or Industrial Engineering  
Used the software for: 1-2 years

### "A heck of a software for the service industry"

October 31, 2016

5.0

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.

Pros

It's simplicity. Easy to use.

Cons

None

Review Source

VR

Verified Reviewer  
Independent Business Owner  
Construction  
Used the software for: I used a free trial

### "Great for Contractors "

October 9, 2018

5.0

Pros

This software makes our feild work go much smoother. It's great for electrical contractors and allows us to streamline our feild work.

Cons

The only think I'm not a huge fan about with this software is the price. I believe it could be a bit cheaper.

Review Source

SD

Steve D.  
President  
Public Safety  
Used the software for: 2+ years

### "Our experience has been extremely positive."

May 10, 2016

4.5

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.

Review Source

CD

Cheri D.  
Office Manager  
Construction  
Used the software for: Less than 6 months

### "Great Product for scheduling and dispatching"

August 18, 2016

4.5

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.

Review Source

JR

Jessica R.  
CSR  
Facilities Services  
Used the software for: 6-12 months

### "Love Love Love!!"

May 22, 2018

5.0

It keeps me sane in a constantly changing environment

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 :)

Review Source

KN

Karim N.  
President  
Consumer Services  
Used the software for: 2+ years

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

September 11, 2015

4.5

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.

Review Source

GH

Gerald H.  
Deficiencies Manager  
Construction  
Used the software for: 6-12 months

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

July 24, 2017

5.0

very smooth flow from quote to field

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.

Review Source

KH

Kayle H.  
Project Coordinator  
Construction  
Used the software for: 6-12 months

### "Software Happiness"

October 21, 2016

5.0

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.

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.

Review Source

MC

Michael C.  
Owner  
Public Safety  
Used the software for: 2+ years

### "Fantastic Product & Great Experience"

September 8, 2015

5.0

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.

Review Source

RH

Ronald H.  
Technician  
Construction  
Used the software for: 6-12 months

### "Service trade"

January 25, 2020

4.0

Overall the system is not bad and is helping just a couple of things that could be updated.

Pros

It makes my job easier by sending paperwork from one state to another.

Cons

Sometimes the system has some lag time and trouble uploading some of the paperwork.

Review Source

BB

Barbara B.  
Administrative Assistant  
Public Safety  
Used the software for: 2+ years

### "Service Trade Makes My Job Easier & Quicker"

August 23, 2016

5.0

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.

Review Source

BM

Biko M.  
Account Manager  
  
Used the software for: 6-12 months

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

June 26, 2018

4.0

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.

Review Source

KK

Kyle K.  
Director of Applications  
Construction  
Used the software for: 1-2 years

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

December 22, 2017

5.0

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.

Review Source

MM

Mark M.  
President  
Consumer Services  
Used the software for: 2+ years

### "Customer service is fast and efficient."

March 16, 2017

5.0

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.

Review Source

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

### "The wind beneath my wings"

May 16, 2018

5.0

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

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.

Review Source

KA

Kevin A.  
  
  
Used the software for:

### "Service Just Got Easier"

November 1, 2016

5.0

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!

Review Source

TW

Tori W.  
  
  
Used the software for:

### "Service Trade review after a few weeks of use"

February 13, 2017

4.0

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!

Pros

Makes our jobs easier and quicker

Review Source

CF

Charisse F.  
Office Manager  
  
Used the software for: 1-2 years

### "Easy to use/interface."

August 18, 2016

4.5

Pros

What I like most about this product is the efficiency of quoting and billing, as well as the fact that the customers can access the program and view everything online. The Service Trade staff are incredible helpful and stand behind their product. They are always easily available to help with any inquiries or problems that arise.

Cons

Lack of speed while I'm helping a customer over the phone.

Review Source

SA

Stephen A.  
Ops Manager  
Security and Investigations  
Used the software for: 6-12 months

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

May 9, 2017

5.0

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

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.

Review Source

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