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Trade-Serve
Trade-Serve

Trade-Serve

By Zip Solutions


  •  945 Interested

Highlights : About Trade-Serve

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Service History Tracking

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Technician Management

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Field Sales Management

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Service Level Management

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Third Party Integration

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Price Management

About Trade-Serve

Trade¬Serve is a cloud-based platform for small to midsize service industry businesses such as plumbers, electricians and more. The software includes features such as dispatching, scheduling, inventory management, tech tracking, customer histories and price guides. It is designed to work on desktop and mobile devices. Other key features include QuickBooks and TomTom integration, email automation and GPS tracking. Users can input customer data and update work orders on site using a mobile device. Invoices can be generated that include service options so customers can select the service that fits their needs. The dispatch board allows managers to schedule jobs and view job progress. GPS tracking allows managers to see where their technicians are and what routes are being taken to job sites. Marketing and analytics dashboards display where leads are located geographically and current company revenue. Pricing is per month and support is available via email.

Specifications

  Business Size
Startup
  Deployments
Cloud
  Language Support
English
  Platforms

Product Details

Features

Service History Tracking

Technician Management

Referral Source Tracking

Lead Management

Email Integration

Invoices

Field Sales Management

Service Level Management

Electronic Signature Capture

Price Management

Purchase Orders

Third Party Integration

Job Scheduling

Follow-up Scheduling

Customer History

Quote Management

Benefits

Empower service technicians to present beneficial choices to customers.

Experience unique user interface benefits such as custom price books, financing packages, and Virtual Ride-Along's.

Enjoy a paperpeless and automated system for conducting service calls regardless of industry.

Customize a unique customer greeting.

Gain cost efficiency with the Invoice Manager.

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