Structured Onboarding

We do this every day, and we’re here to help you find your way.

Bring Your Data

We’ll load the data from your existing system(s) into the ServiceTrade app. We’ve worked with data from applications, spreadsheets, and accounting systems. Before we get started, we’ll delve into where your data exists and the best way to get it from you and into ServiceTrade.

Establish Integrations

There are some integrations you might want set up from the start – like with your accounting system – and others you’ll add later. Our technical onboarding team can help you navigate the process of setting up data-sharing integrations between ServiceTrade and other applications.

Know the Status

Our basic onboarding plan is tailored to your company’s unique setup and process. We’ll share our project management tracker with you, so you can see where things stand and who is responsible for next steps.

Learn Through Training

Your ServiceTrade account team will create the ideal training program for your technicians and office staff so everyone knows how to use the application to support their role and how to use it to give more value to your customers.

Experience service excellence today. Why wait?

Onboarding Team

Our systematic approach reduces the complexity of change.

Steve May

Steve May

Wes Cox

Wes Cox

Aaron Shoemaker

Aaron Shoemaker

G. Singh

G. Singh

5/5 star rating for customer service from 160+ reviews on Capterra

Experience our five-star rated support by starting with a demo.