5 / 5 2 reviews

Who Uses This Software?

All residential service contractors and small commercial contractors such as plumbers, electricians, HVAC repair, heating and cooling repair and more.

Average Ratings

2 Reviews
  • 5 / 5
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
  • Pricing Details
    Start price includes training, customization + $75/mo subscription required
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    24/7 (Live Rep)

Vendor Details

  • Trade-Serve
  • Founded 2011
  • United States

About Trade-Serve

Trade-Serve is a complete office and field management software. We infuse best business practices into offices across the country with our easy to use systems that are customizable to many ways of doing business. We are more than just an office solution with a field side; we specialize in making it easy for technicians to present your products and services to customers based on the science of human decision-making. Redefine choice for your customers, owners, CSRs and managers. Rethink Choice.


Trade-Serve 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

Trade-Serve Reviews

Trade-Serve is amazing!

Feb 24, 2017
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

Pros: The price book feature is probably the best thing about this software. It makes bundling packages of products and services VERY simple and quick. Software is very intuitive and I can use it from any computer, tablet, or even my iPhone!

Cons: Doesn't do accounts payable.

Overall: The whole team is incredible! I can't say enough about these guys and their product. Trade-Serve has transformed the way we conduct business and how we provide our customers with top-notch service. We have increased the sales in our company while increasing the value of what we give our customers. -Jason

Recommendations to other buyers: Customer support representative and the whole team are incredible! I can't say enough about these guys and their top-notch service. If you have a question or problem, it is taken care of very quickly.

We have been using this program to run all of our service calls for over 4 years now.

May 18, 2016
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We use this software to complete over 5,000 service calls per year and we are completely paperless. Using Ipads, the technician has the ability to access our price guides and select products or bundle products into a package to present to the customer. We have seen a dramatic increase in sales and profits since we started using the software. We have also experienced better inventory control because the technician has to account for the material used right there on the job. I highly recommend this product.