ServiceTrade

servicetrade.com
Field Service Management
Weekend Project

Field Service Management Software for Commercial Service Contractors

How to Replace ServiceTrade

Overview

ServiceTrade is a comprehensive field service management platform that streamlines operations, optimizes field performance, and boosts sales and client retention for commercial service contractors. The software provides end-to-end capabilities including scheduling, dispatching, inspection management, parts management, and sales tools. Built specifically for contractors in mechanical service, fire protection, HVAC, electrical, refrigeration, and kitchen exhaust cleaning industries.

Features

42 features across 13 categories

AI(1)

Smart AI SummariesAIPremium

AI-powered summaries of equipment information and service work for technicians and customers

Also in: monday.com, Notion, Airtable

Accounting(1)

Cost Tracking

Track costs associated with service work and parts

Also in: Jobber, Melio, Lemonway

Administration(1)

Unlimited Office Users

Unlimited number of office user accounts

Also in: Notion, Airtable, Smartsheet

Analytics(2)

Analytics and Business IntelligencePremium

Turn data into dashboards and insights for business decision-making

Margin GoalsPremium

Set and track margin goals for profitability

Also in: Hugging Face, Notion, Smartsheet

Client Communication(2)

Customer PortalPremium

Self-service customer portal with 24/7 access to service history

Service Link

Send online after-service reports showing completed work

Also in: Teamwork.com, Rocket Matter, Acuity Scheduling

Field Efficiency(3)

Equipment Service History

Access to complete equipment service history and asset lifecycle management

Technician Mobile App

Mobile app for Android and iOS to equip technicians with asset history, checklists, and inspection forms

TimecardsPremium

Submit and track timecards for payroll integration

Inspections(5)

Compliance ReportingPremium

Generate compliance reports for NFPA and other regulatory requirements

Deficiency Management

Record and report equipment deficiencies identified during inspections

Digital Inspections

Digital inspection forms and mobile inspection capabilities

Inspection Management

Guide technicians through quick, accurate inspections with code-compliant forms

Online Inspection Reports

Create and deliver online inspection reports to customers

Integration(4)

Accounting IntegrationsPremium

Sync data to accounting software for accuracy and eliminate double-data entry

API Access for Custom IntegrationsPremium

API access for building custom integrations

Brycer IntegrationPremium

Integration with Brycer for specialized functionality

QuickBooks Integration

Integration with QuickBooks accounting software

Also in: monday.com, Notion, Airtable

Inventory(5)

Parts BillingPremium

Accurate parts billing and cost tracking

Parts ForecastingPremium

Forecast parts needs based on service history and upcoming work

Parts Management

Manage parts inventory, procurement, and technician equipment allocation

Parts PurchasingPremium

Automated parts purchasing and procurement workflows

Usage Tracking

Track resource usage including refrigerant and materials

Management(4)

Multi-Brand and Multi-Region OperationsPremium

Support for managing multiple brands and regions within single platform

Project ManagementPremium

Keep projects on schedule and on budget with project tracking tools

Service and Job Tracking

Track service calls and jobs from creation through completion and invoicing

Subcontract Work ManagementPremium

Manage subcontract work assignment to external vendors

Office Coordination(4)

Dispatching

Dispatch field technicians for service calls with map-based dispatcher

Scheduling

Schedule field technicians for planned work with intelligent scheduling

Smart AI SchedulingAIPremium

AI-powered scheduling to make better scheduling decisions faster

Tech Capacity PlannerPremium

Dispatch board tool to plan technician capacity and workload

Sales(8)

Advanced Quoting and InvoicingPremium

Advanced quoting workflows and invoicing capabilities with pricing models

Contract ManagementPremium

Manage service contracts and recurring agreements

Contractor CRM

Service CRM for managing sales processes and service agreements

Online Signatures

Electronic signature capability for proposals and contracts

Pipeline ManagementPremium

Manage sales pipeline with advanced pipeline workflows

Proposal Creation

Create professional proposals with branded templates

Quoting

Create and send online quotes for repair work and service agreements

Recurring Contract PricingPremium

Create and manage recurring contract pricing and invoicing

Support(2)

Certification Program

ServiceTrade Academy certification program for users

Live Support

Live support via chat, email, and phone

Pricing

Select

Custom
  • Unlimited number of office users
  • Technician mobile app (Android and iOS)
  • Dispatch board and map scheduler
  • Service and job tracking
  • Equipment history
  • Deficiency capture
  • Online quotes
  • Live support via chat, email, and phone
  • Certification program
  • QuickBooks integration

Premium

Popular
Custom
  • Everything in Select
  • AI-powered Smart features
  • In-app business insights
  • Technician job tasking and service timecards
  • Subcontract work management
  • Project management and budgets
  • Advanced quoting and invoicing workflows
  • Customer service portal
  • Support for custom integrations

Enterprise

Custom
  • Everything in Premium
  • AI-powered Smart business insights
  • Dispatch Board: Tech capacity planner
  • Multi-brand and multi-region operations
  • Advanced pipeline and sales workflows
  • Recurring contract pricing and proposal creation and management
  • Parts and inventory management

Cost Calculator

Pricing data not available for ServiceTrade. Check their website for current pricing.

Build vs Buy

Should you build a ServiceTrade alternative or buy the subscription? Estimate based on 42 features.

Buy ServiceTrade

Better Value
Monthly costContact Sales
3-year totalVaries
Time to deployDays

Build Your Own

Development cost$24,000
Maintenance$360/mo
3-year total$36,960
Dev time~2 months

Buying ServiceTrade saves ~$36,960 over 3 years vs building.

Estimates based on 42 features and a BuildScore of 5/5. Actual costs vary.

Integrations

3 known integrations

BrycerCustom IntegrationsQuickBooks