Unlock Productivity In Every Department

ServiceTrade streamlines service and project operations to reduce administrative costs, optimizes field performance to increase revenue per technician, and boosts sales and client retention to grow margins.

Features That Maximize Performance

Office Coordination

Streamline operations with intelligent scheduling, real-time job status visibility, and automated workflows that accelerate billing cycles, boost customer retention, and drive scalable growth. Scheduling Schedule field technicians for planned work. Dispatching Dispatch field technicians for service calls. Parts Management Get techs the parts they need to do the work. Project Management Keep projects on schedule and on budget. Smart AI Make better scheduling decisions faster.

Field Technician Productivity

Empower field technicians to service smarter by equipping them with a comprehensive asset history, guided workflows, and maintenance task lists to identify repair opportunities while on site. Technician Mobile App Equip technicians to do better work, faster. Timecards Submit timecards for payroll. Inspection Management Guide technicians through quick, accurate inspections. Smart AI Summarize info about the customer’s equipment for techs.

Management Visibility

Get real-time visibility into workflows, jobs, clients, financial performance, and key metrics with business intelligence that eliminates guesswork and drives profitable growth. Business Reporting Use reporting dashboards to be better informed. Project Management Keep projects on budget and schedule. Accounting Integrations Sync data to accounting for more accuracy and no double-data entry.

Sales Success

Win high-value service contracts with sales software that automatically manages the sales funnel, creates professional proposals, sends reminders, and delivers documents electronically. Contractor CRM Create service agreement proposals and manage the sales process. Quoting Send online quotes for repair work. Smart AI Find more equipment issues earlier.

Client Communication

Build lasting customer loyalty with transparent communication, an easy-to-use self-service portal, and proactive updates. Customer Portal Offer your customers an account in your online portal. Service Link Send online after-service reports that show your work. Online Quotes Inform customers of needed repairs with online quotes. Smart AI Give customers a simple summary of your work.