ServiceTrade - Avis

I like that everything is so user friendly and you can pretty much figure out what you need to do if you weren't exactly trained to do it. Everything is laid out so well and it is so easy to navigate through the system.

I do not like that if you reject repair quotes that the deficiencies come back in the system to be quote. I would like a way to comment on deficiencies and have an option to reject repair quotes with deficiencies attached with out them coming back into the system. Perhaps to mark them as Fixed, Compliant, Another Company Handled, Non-Issue, ETC.

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!

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.

The ease of use. And to make and assign WO fairly quick

If technician writes comments per service on a WO it doesn't carry over when sending a service link to customer

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.

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)

Quoting and estimates. Customers can approve directly from email

Bare minimal integration with quickbooks

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.

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.

We appreciate everything about the app as it is extremely useful across all functions and divisions. We have seen significant gains since implementation.

There are minor portions of functionality that I wish was included however, they are 'wish list items' that get included as time passes.

This software allows for ease of customer database management. I like that I can store pictures and comments while doing a survey

I would like to see more features geared towards sales procedures (follow up reminders, call logs, etc.)
I would like to be able to port survey pictures to a quote.

Ease of use, features offered, always improving.

Visibility. Some features could be better viewed with an overview dashboard effect in mind, so there's less clicking from screen to screen.

Ease of tech use in the field and ability to schedule jobs.

Some struggles invoicing per "picky" customer requests on our end.

I have really enjoyed being able to organize our technicians schedules with ease and all of the history and information we are able to accumulate in this system. Everything you need to know about a customer and a job is always at your finger tips.

Parts Ledger has been a pain majority of the time. The "mobile app" is great for getting PO's easily but it gets stuck all the time and glitches all the time. It stops working all the time and the process of reversing or editing a PO is too complicated.

The ease and the learning curb. It has been extremely easy for our field technicians to learn and implement the use of ServiceTrade into their daily routines.

The development team is constantly coming out with new releases. I wish there was a better way for us to keep up with learning those new features and put them to use.

How easy it is to use. You can use Service Trade for all aspects of a job, from quoting to job management.

I haven't found a way to have site photos appear on every job created for that site.

Everyday use and tracking of jobs is user friendly. The reminders for services due is critical to cash flow. The bid system allows us to quickly secure jobs and manage them. Our customers can easily see the photos and reports to justify the expense of keeping their fire systems compliant,

I do not not like the canned responses from the service team. I am very busy and when I need help I do not have time to read an article. For the money we spend on this system I feel a live person should help not refer me to an article.

ease of use not only for office personnel inputing projects but the ease fr the in there field service personnel, this is where the biggest benefit and savings come in, the field guys grasp on the ease if use and because of the ease of use they bought into it and enjoy using it.

No real Cons just know that they are constantly tweaking and modifying to improve

Easy to use and the fact that the information can be easy download to Excel

The interaction with PartsLedger is terrible.

User friendly - a tutorial and a few times using it and usage becomes smooth. We also love the support team.

Improved data storage to have the software not slow to a crawl as well as the Tech app could have better functionality in terms of improved search for assigned Jobs and enhancing what is available for a Tech to view.

Easy to navigate around the software. I can search for customers using different variations of the name of business and/or the address of the location.

The only thing that I do not care for to much is the tagging feature. If one job is tagged that tag sticks to customer each time a job is set. I.E a customer may be tagged to have a PO for a specific job and maybe the next doesn't need a PO because it was under the dollar value. The PO tag sticks to that customer each time insinuating that the job needs a PO when it not necessarily the case.

Its user friendly, its an asset to any company, of any size. It helps save paper and helps save time with its ability to capture images. It also make turn around time to send out quotes 10 times faster as the deficiency section is real time, even before a tech leaves a site.

On the Mobile phone version, technicians can't capture customer signatures.

Our technicians all use the software to clock in to jobs, make notes and take pictures of jobs, and maintain records for each customer. This easy to use online software allows for us to quote customers and track service progress easily between the office and on the field.

This software is great, the only issue our techs have experienced is in areas with poor cell service.

Ease of use. Love that customers can approve the quote online and we get notified. Makes my job so much easier than faxed and paperwork.

Still see room for improvement in the tool itself, but looks like improvements are being made often.

There is a lot that I like about this company. I guess if I had to single it out I would say that their willingness to listen to their customers and update their software is their biggest strength. That may sound trite, but the fact is that once you get started using software on a daily basis you will invariably come up with issues in which you see how the software could operate in a more efficient manner. In other companies that I have worked with that is where the communications stop. With Service Trade though, they take your suggestions and work on plugging them in to their operating software. They have a fantastic relationship with their customer base, and until we started using Service Trade I had no idea that there was a company out there that cared about their customers enough to work their suggestions into workable solutions.

We have had small glitches in the software (mostly tablet issues) over the past 22 months, but for the most part they have been handled quickly.

Ease of use and its capability to do what we need.

I would like to be able to drag and move jobs on the calendar.

Scheduling has become much easier being integrated with Google Maps. Quotes can go out much quicker and more efficiently than in the past.
Documentation and transparency for the customer has been great for retention and referrals.

I think the portal could be improved to keep approved quotes available for the customer to view. Duplicate pictures have also been an issue when my techs upload them.