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.
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.