Schedule Technicians’ Appointments
Remove the complexity of scheduling to make your techs more productive.
- View all of your jobs on a map to create efficient routes.
- Assign multiple techs to a single appointment.
- See recurring services so you never miss any contract work.
Dispatch Techs for Emergency Calls
React to inbound service calls in a few clicks.
- Look up tech progress without distracting them with a phone call.
- Easily adjust schedules with a drag-and-drop interface.
- Notify techs about schedule changes in the mobile app.
Empower Techs with Mobile App for Apple and Android Devices
Give techs a rich paperless view of each appointment.
- Clock in to every job with GPS-stamped time tracking.
- Take pictures, record audio notes, digitize paperwork, and capture the customer’s signature to document the job.
- Record deficiencies and items found for repair with pictures and video that the office can put on a quote.
Service Portal: Online Customer Account
Customers login to their online portal account on your website.
- Self-service portal shows service history and upcoming appointments.
- Collect new service requests from customers in online forms that feed into ServiceTrade for followup.
- Customize what customers see to make the best impression
Service Review: Your Customers Impress Your Prospects
Collect online reviews from your happy customers to boost your SEO rankings.
- Reviews are automatically posted to Google and your website.
- Positive customer reviews are one of the biggest motivators for prospects.
- Review requests are part of your service appointment work flow with just one click of a button.
Manage your sales opportunities with confidence and generate more business.
- Assign and track opportunities including deficiency, quote, job, and contract.
- Added oversight and reporting improves activity leading to new sales and account management.
- Accurately track and pay sales commissions.
Expand revenue generating opportunities through smart subcontracting.
- Distribute work and manage subcontractors with total visibility into completed work.
- Sell services outside your primary service lines or geographic footprints.
- Keep in-house staff lean without sacrificing revenue generating opportunities.
Accommodate varying contract terms without added administrative burden.
- Save billing staff time and frustration searching through paper files.
- T&Cs automatically added to invoice from contract.
- Create as many T&Cs as you need.
Divide your coverage area into regions to maximize operational efficiency.
- Easily create regions with our map view drag-and-click region builder.
- Increase tech utilization with scheduling efficiencies.
- Set up regional pricing for trip charges.
Manage multiple customer-facing brands from your single ServiceTrade account.
- A brand includes a display name, web site, a details field for high-value brand information, and logo.
- Preserve valuable brand value awareness of acquired companies.
- Present different company identities for different lines of business.