Service Portal

Give your customers the convenience of an online account to view their service history, view and approve open quotes, and preview upcoming appointments.

Give your customers an experience that makes it easy to say YES to spending more with you.

Service Portal sets you apart. You’ll be known as tech-savvy and for providing awesome customer service.

Your Website. Your Brand.

The login and pages of Service Portal meld into the design and user experience of your website. Service Portal is a WordPress plugin built and maintained by ServiceTrade.

Newly scheduled or completed jobs are added to Service Portal, so there’s always new information to keep them coming back for more.

Take a look at Service Portal in our demo account at

Online Customer Account

Service Portal is a differentiator that helps service companies earn and keep customers. It makes you sticky and demonstrates value that’s worth a premium price.

Convenient Online Service Request

Simple web forms are an easy way for customers to request service. Requests are logged in your ServiceTrade account where dispatchers schedule the appointment and assign techs to do the work.

Service History Available 24/7/365

Customers login to Service Portal on your website to view every detail about their service history. Online self-service features have become a common expectation, and customers love having them from their service vendors as much as they do their banks, airlines, and Amazon.

Preview Scheduled Appointments

Upcoming appointments are listed so the customer can preview when you’ll be there and what you plan to do. Customers see that nothing slips through the cracks when they work with you.

Open Quotes Are Easy to Find and Approve

Quotes you’ve sent to the customer are listed, so they know what open issues need resolution. Customers simply click the link to visit the online quote with see your estimate, photos or videos you’ve included, and the big green APPROVE button.

Rich Media Paints the Picture

Customers access job documentation online instead of in time-consuming phone calls. You choose which photos, videos, paperwork, and forms from the job are available in the customer’s Service Portal account.

Want to learn more? Let us show what ServiceTrade can do.