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ServiceTrade

Name: ServiceTrade
Rating: 4.5 (2 reviews)

By ServiceTrade

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Highlights : About ServiceTrade

QuickBooks, Intacct, Sage and more.

Keep track of current and future work orders.

Open APIs give you dozens of app integration options.

Notify customers and staff throughout the service cycle.

Manage technicians' work schedules

Give customers an online account for their full history.

Share customer data and sales opportunities

Store your customer, location, and asset info.

Digital signature on after-service work acknowledgement

About ServiceTrade

ServiceTrade is a cloud-based solution that provides customer service applications to commercial service contractors. ServiceTrade’s mobile and web applications coordinate office staff and field technicians to manage business related operations and customer experience. ServiceTrade manages job scheduling, technician scheduling and routing for single or multiple offices in a drag-and-drop interface. Photos, documentation, and audio notes taken with the technician’s smartphone or tablet give business owners information about the status of their systems.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

QuickBooks, Intacct, Sage and more.

Keep track of current and future work orders.

Open APIs give you dozens of app integration options.

Notify customers and staff throughout the service cycle.

Manage technicians' work schedules

Give customers an online account for their full history.

Share customer data and sales opportunities

Store your customer, location, and asset info.

Digital signature on after-service work acknowledgement

Documents and forms are stored on the job record.

Convert your paper forms to digital to go paperless.

GPS features to track the techs and build efficient routes

Customers, admins and techs access the service history.

Store and share photos of the work performed & issues found

Create a pro forma invoice to send to your accounting system

Plan the services that make up each job appointment.

Keep an eye on the status of each work order.

Native mobile iOS and Android tablet and smartphone apps

Control user-level access across your organization.

QuickBooks integration

Send online quotes and know when the customer views them.

Data collected in the field is sent to the office instantly

Track technician progress in real time

Customer-facing and internal notifications and updates

Summarize technician activity in real time

Updates from the field are visible in the office instantly

Managing recurring jobs so they don't fall through the crack

Quick-search feature to find customers and jobs

Manage customer contracts

Easily schedule technician jobs and tasks to be completed

Build labor- and fuel-efficient routes

Drag & drop interface for admins to schedule and dispatch.

Convert more opportunities into revenue with online quotes.

Use your customer service data throughout your company.

Request reviews from happy customers to boost your brand.

Organize jobs by geography or service line

Collect signatures before and after the work is completed

Maps are integrated to makes things easy for techs & admins

Track recurring maintenance schedule for customers

Online features keep customers informed (and happy!)

Benefits

24/7/365 Online Service Account

Customers login to a portal on your website to see their service history and upcoming appointments.

Send your customers an online after

service report that’s chock full of multimedia, and is always online and always available.

Verification in the Field

Our tablet app gets customer approval with a digital signature – before leaving the job.

Online Quote Approval

Wow your customers (and double your quote revenue) with online approvals. Customers review and approve online – and pictures seal the deal.

Service Review

Collect online reviews from your happy customers and put them online where they boost the visibility of your business to prospects.

Software as a Service (SaaS)

SaaS means that your data is available to everyone in the office and in the field from a variety of devices.

Native Mobile Applications

ServiceTrade iOS and Android applications enable the latest hardware and software features – no clunky server logins or flaky web apps.

Schedule & Dispatch

Your first stop for all the critical info you need to manage your business. Never miss another service opportunity.

Track the Tech

ServiceTrade displays the status of your most important asset – your techs. See customer service status updates minute by minute.

Integrate with Everything

Open APIs mean that your customer service data can be shared with other open-API apps like your accounting platform, CRM, email platform and website.

Support and Services

Our services team will get you up and running, and help find new ways to use our technology to solve your business problems.

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