ServiceTrade

Pros

ServiceTrade allows us to integrate our sales and quoting with our implementation and delivery of our services seamlessly to our customers.

Cons

The onboarding could have been a little more clear with how we should set up our assets with our recurring services. We had to make multiple attempts at getting the assets set up correctly in the beginning.

Alternatives Considered

Reasons for Choosing ServiceTrade

Pros

Perfect fit for the service industry to include field staff, sales staff & office staff. Ease of use & capabilities make Servicetrade the easy choice.

Cons

No Cons, have used various platforms and for the last 5 years Servicetrade. Wouldn't change anything.

Alternatives Considered

Reasons for Choosing ServiceTrade

Switched From

Reasons for Switching to ServiceTrade

Pros

The centralized Online Dashboard and Layout.

Cons

Actual human live customer support is almost non-existent. No dedicated support, everything is by online service ticket, usually handled 6-8 hours or the next day.

Pros

Great product support, very adaptable product that is easy to use.

Cons

Labor and Material entry screen on work orders is a little jumpy. You can easily move line items wherever needed, but you have to save and refresh to get them to stay put.

Alternatives Considered

Reasons for Switching to ServiceTrade

Pros

Quoting, tracking, inventory levels, billing, paperwork dispatchment, technician scheduling is all straightforward and easy to use/learn.

Cons

You have to be exact in the search bar, else it won't find what you're looking for.

Alternatives Considered

Reasons for Switching to ServiceTrade

Pros

Ease of use
This app is well designed, it allows you to enter all necessary information, especially during the signing acknowledgment for customers

Cons

After adding items to a work order, change the word “Add” to the word “Save”

Pros

Service Trade has everything we need for our fire suppression business. We especially love how we can set up reoccurring services and reoccurring jobs.

Cons

I can't think of anything. We absolutely love Service Trade!

Pros

Ease of use and ability to look up history of units

Cons

Wish there was a way to block off techs time for vacation or medical leave on dispatch board.

Pros

I love how easy it is to schedule reoccurring jobs.

Cons

The invoicing is clunky trying to integrate with our QuickBooks. Too many clicks, I find it easier to maintain invoicing through our QuickBooks system.

Pros

Ease of use and customer support. They are willing to help with any and all issues.

Cons

The lack of a "back" button. That would be my only complaint.

Pros

The ease for our clients to access information about upcoming and past servie visits along with information by each of their assets has been a differentiator. Our service support team and servie technicians praise Service Trade because it is much easier to use compared to our previous software.

Cons

Flexibility with tasking forms is not the greatest but manageable, Servie Trade is being a great partner by listening to us along with working with us to improve this. Integration to our existing ERP doesn’t exist but Servie Trade has worked closely with us to deploy alternative methods.

Alternatives Considered

Reasons for Choosing ServiceTrade

Switched From

Pros

Service Trade is a valuable tool to help manage our business from intake to invoicing.

Cons

I would like to see all the add on features (Parts Ledger & Timecard) to be accessed through the main software website/Mobil app. We also need affordable solutions to integrate with other 3rd party Facility Management Software's. (Service Channel, Corrigo, Simple FM, Ecotrak).

Pros

Servicetrade provides real time access to photos, videos and paperwork that allow me to provide real time updates on repairs to clients. In the information world we live in today, Servicetrade allows for real time updates on the status of repairs.

Cons

The dispatch board does not update without refreshing.

Pros

Building new customers, quoting, building database of service history.

Cons

Using the web interface on my phone. There are occasions where I need to revise and resubmit my quote on-the-go away from my laptop and it can be difficult to edit the quote and resend from my phone.

Pros

Well, I open the app every morning, soon as I'm in my van. My appointment for the day is there & ready to go. It's just easy for me, I really enjoy servicetrade.

Cons

Honestly, i haven't ran into anything that I dislike yet.

Pros

Easy to use and learn. I can get a overview of all of the jobs for the day.

Cons

Sometimes the tech photos will not load properly

Pros

Well rounded tool for your business and your customers.

Cons

Works well for me. Can't think of anything that needs improving at the moment.

Pros

I am very happy with the intregration progress, and the support given to us from the ServiceTrade onboarding team. They are very helpful. They don't leave you once you go live. Support is always a click away and they are very quick to respond.

Cons

I feel the way ServiceTrade interacts with Quick Books could be better. We were lead to believe ServiceTrade would "talk" to Quick Books better than it does.

Pros

One of the things I liked most about ServiceTrade was its comprehensive service management features. The software provided a robust set of tools for managing service orders, scheduling appointments, and tracking service activities. The ability to create detailed job records, capture customer signatures, and generate professional invoices streamlined the entire service workflow. Additionally, the integration with mobile devices allowed technicians to access and update information in real-time, improving communication and efficiency.

Cons

One thing I liked least was the complexity of the user interface. The software offered extensive functionalities, but the interface could sometimes feel overwhelming, especially for new users. Navigating through various features and settings required some learning curve, and it would have been helpful to have a more intuitive and simplified user interface to improve the overall user experience.

Pros

The customer database is easy to use, the mobile app works well and is not overly complicated for the field guys. Integration with our existing Quickbooks system was fairly straight forward. Billing and quoting work very well. The email tracking of quotes to customers is nice.

Cons

There is a learning curve. It has some quirks that will hang you up until you understand them. The analytics could be better. tracking certain things is tough. Tracking time for payroll is almost impossible.

Pros

How simple the project was to work through whether on a computer in the office or on a phone / tablet in the field.

Cons

Pulling reports for open work orders could be easier to avoid calls getting lost week over week and invoicing falling behind.

Pros

the overall quality and tech. supportthe ease of getting back and forth in the different screens and windows.

Cons

I don't have a least favorite issue and this is what my business world is working with service trade.

Pros

This software is user friendly. Your field staff will like the UI- either through the cell phone or a tablet.
Very customer friendly. Automated emails with custom links is terrific.
Overall their product looks great on the surface, and the presentation is top notch.

Cons

This software is EXPENSIVE. There are much more cost efficient alternatives that perform just as well.
Major updates are frequently rolled out without notice, and have a huge impact on your processes.
Each update results in more bugs, and have a cumulative negative result on the performance of the software. Updates also effect the app, so field staff are constantly having issues, and have to delete/reinstall the software.
Data is extremely difficult to mine (and yes, it costs extra to access that data). Determining how your techs perform, gross profit for projects, sales numbers are almost impossible to gather, and is often inaccurate once you figure out how to run the report.
This software does not handle different tax rates, and will result in you charging the wrong rates to your customers, costing you money.
Every feature costs more money- and the features frequently do not work as intended. (Timecards, recurring invoicing are major disappointments)

Pros

There are so many things I love about Service Trade!! One of my favorite things is being able to see all of the jobs at one location all on the same screen! That way I can look at all of the jobs & pick which one I want to look at. If it's not the one I need I can go back to the location screen & look at the other jobs. Sometimes I have to look at other jobs to get correct paperwork or pictures. So this feature makes my job a lot easier. I like how we can put helpful or important notes in the description box & it's the first thing you see when you bring the job up. It's such a time saver to be able to look at when the tech's clock in & out of jobs so you can see how long they drove & where on site by looking at the Clock Events quickly. The map on the main screen of the job helps us determine locations & directions. The techs being able upload their required paperwork & pictures at the job site is a life saver! We used to do everything the hard way. Our techs would have to bring the physical paperwork back to the office for us to scan into the computer. And the picture issue was a nightmare trying to get them non-digitally. My job location may be changing & my scared that they are not going to have Service Trade & I will have to go back to the dinosaur ages again to take care of the paperwork & pictures. My job without Service Trade would be miserable!

Cons

I can not hardly think of anything that I don't like about Service Trade! Every once in a while I can see a paper that a tech uploaded, but when you try to open it to the full screen it will just be white & there is no paper, so then I can't save it. And sometimes it will not let you adjust a paper or picture with the dragging the corners feature. But those things only happen like 1 time a month, if that.

Pros

This software has many different features that help our business daily and combines everything needed in one software. Whether its time clocking for payroll, dispatching, re-curing jobs or quoting there are so many features to this software that continue to streamline our operations. ServiceTrade has a modern day approach to making our service work visible to the customer with pictures/videos all combined within the digital experience that todays customers demand. We struggled with a number of other softwares in the past before finally finding ServiceTrade.

Cons

With any multi-layer software that has many features, it takes time to learn and navigate through everything that it provides. I promise you that once you cross over the initial learning curve, you will be impressed with what this software can do to help all your employee’s jobs and lesson yours as business owners.

Pros

We've been using ServiceTrade for a few years now and really love using it. Before we were just using QuickBooks and this has simplified everything. I like how jobs are created, how a technician can create deficiencies (with pictures), the quoting process, monitoring quotes from customer viewing to approvals, the constant checking in from our reps, customer service is quick to respond and assist, how ServiceTrade really takes your input and creates fixes for you, the different scheduling and dispatch tools/windows, I like how I can see the clocking in and out from en-route to on the job to completion status. It really checks all of our boxes and have no need to look at any other software.

Cons

I don't really have anything currently that I do not like. I am still using the old dispatch screen because I feel it is a little more basic and I am used to it. I may use the new screen more if it could sort the jobs in alphabetical order. Right now it is hard to find a particular location because you can't sort alphabetically unless something has changed.

Pros

The best part of Service Trade is the cohesive integration of between roles. Scheduling, dispatching, creation of job/services, collection of client information for a robust and useful database, creating invoices and billing, the ability to create tags for each asset, client, location, etc. How each step in the process from brand new client to billing said client flows seamlessly with different approaches to how much or little information is needed or shared makes this a nearly flawless experience.

Cons

The lack of ability to rearrange the information fields for asset names. Not being able to do that with the help of a Technical Account Manager (TAM) was frustrating as the TAM had a lot on their plate and was tasked with more important tasks to the company than satisfying my OCD with naming schemes. Not the TAM's fault.

Pros

I really think that this product makes the scheduling and dispatching side of our work very easy and quick. It cuts out a lot of time wasted on communication by giving us the ability to access/schedule from anywhere and connect with our techs and customers in an instant. Referring back to past completed jobs and keeping tabs on job history of when/who/what as well as deficiencies has never been easier.

Cons

While this application makes dispatching and scheduling so much easier, it is lacking in almost every other area that makes a business run and does not make the integration process easy, so we find ourselves using multiple different apps when we'd prefer to just use ServiceTrade as our primary for everything including accounting and billing. My biggest gripe is that there should be an option to set up notifications for things like New Deficiencies Added and upcoming contracts about to expire. A simple but accessible Admin Mobile App would also be a huge bonus so that we can schedule, add comments to locations, or view deficiencies on the go.

Pros

That it allows me to streamline my business

Cons

Not many options for customization. Would like to be able to create my own service types

Alternatives Considered

Reasons for Switching to ServiceTrade

Pros

Honestly i like everything but what i really love is how accessible customer service is

Cons

there is nothing that i do not like about Service Trade

Pros

What I love most about service trade is how easy it is to schedule jobs on service trade. Also, when you put an account in the first time, it saves the account so the following year you do not have to re enter the account information. Also, what I like is that you can look up an account just by the address. Super helpful, and that the map showing what jobs are already on the schedule and each person has their own color pin.

Cons

The only thing is that sometimes when you go to edit a job, when you click and move the mouse over the typed information, the window will close. Not all the time but once in a while.

Pros

It's very user friendly and keeps us organized.

Cons

It's not compatible to with ProContractor, our accounting system.

Pros

The professionalism presented to the customer. With the Service Trade platform all of our admin is streamlined from the office to the field and back again. It leads to timely information to the right places, and helps us present a very positive and professional image to our customers. Consistently.

Cons

The complaint is less of Service Trade and more a systemic problem routes in the reliance of mobile data. When cellular coverage is marginal or lacking it bogs the program down.

Pros

Ease of use, offers numerous types of services, ability to sync with Netsuite

Cons

More complicated larger jobs are difficult and tedious. ServiceTrade could be more intuitive when it comes to progress billing.

Pros

the invoicing of each job is super easy to use. I love the fact that you can see when the customer views the invoice.

Cons

The syncing with Sage 100 sometimes has its issues. Not syncing with the appropriate codes, is a hassle. There are a lot of work arounds we have to use for it come out correctly coded.

Pros

Quick resolution to issues and workflow hiccups

Cons

Continued education seems to be a big issue for us, it's mostly because of our internal complex workflow but a general educational workshop would be great. I've gone through the certification process a few months ago and those seemed a bit dated as well.

Pros

ServiceTrade has been a valuable tool on so many levels. I think ease of management is what I like most.

Cons

If I had to choose one thing I think it would be how it integrates with certain apps. Hubspot is an example with synch issues but that may be on our end or on Hubspots end.

Pros

Servicetrade makes all team members communicate better with our customers to best serve them.

Cons

Paying in full in 1 payment. It would be better to be able to pay monthly.

Pros

I can take pictures and write what I done that day are week and go back to it If someone says I didn’t do it.

Cons

They want us to comment after photos after you have took pictures.

Pros

It is easy to use. Makes my job as supervisor much easier.[sensitive content hidden] is always checking in on us, making sure we are on the right track and showing ways we can improve.

Cons

The report feature is just too expensive for us. That’s the only negative I have.

Pros

Everything all in one place and designed for our industry.

Cons

Wish the desktop application had a counterpart mobile edition that was easier to navigate when away from the computer.

Pros

I use ServiceTrade every day to dispatch our technicians, I like that they are able to have all information for their jobs while on site and able to look at the history of that location.

Cons

I wish that ServiceTrade had a feature that sent me a notification when a technician clocked out of a jobsite so I knew it was complete without me having to look if it was complete.

Pros

The company values customer feedback regarding product improvement.

Cons

onboarding process could be improved with the initial product and additional services.

Pros

The ability to provide our techs with all the info needed in one place. We can track their time via clock events, record comments, deficiencies and photos videos to prove the work was done and to a high standard.

Cons

Onboarding out technicians was difficult and we learned (after some trial and error) that proper training upfront is imperative. We have also has some issues with Time Card and glitches with the software over time.

Pros

I love that I can manage multiple accounts with service trade. I have the ability to send proposals and set up jobs using the proposals that approved by customers. It's GREAT for scheduling jobs daily, weekly & monthly.

Cons

I would like to be able to filter out things more within types of services/jobs.

Pros

Ease of use. Cross application compatibility with "Building Reports."

Cons

I would like to be able to expand the main text box when quoting or preparing a work order.

Pros

Insight into the current location of technicians and the work they were performing.

Cons

Having to subscribe to additional products to extract more advanced data.

Pros

Simple to use all aspects of this system.

Cons

Nothing seems to be an issue pretty simple to use

Pros

Keeps us organized, easy to set up customers and recurrences.

Cons

Can't see sale price on job orders, pictures from jobs don't always come through as an attachment.

Pros

Mobile interface is acceptable
Scheduling visibility is adequate

Cons

No follow through from ST Team
Very poor integration
Data gets 'lost'