Avis clients sur ServiceTrade

ServiceTrade is our Customer Service Department

Avantages :

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

Inconvénients :

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.

No need to look at any other software!

Commentaires : I really enjoy working with and in ServiceTrade. It checks all of my bases and makes my life easier.

Avantages :

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.

Inconvénients :

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.

Don't trust this software with your business's vital processes

Commentaires : We used ServiceTrade for over 6 years for all aspects of our fire alarm business. It was a great software at the beginning.
That being said, they have made too many updates that were not properly tested, and the end result is a software that just doesn't work anymore. They are no longer a high quality product, but continue to charge as if they were.
If you use ServiceTrade for all of your business's processes- installation, work order tracking, recurring service work, invoicing, profitability tracking, timecards, inventory management- you will be extremely disappointed in the result.

Avantages :

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.

Inconvénients :

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)

Service Trade Is Welcome Addition To My Business

Commentaires : Wonderful. Very helpful and responsive. The customer service and technical assistance never disappoint.

Avantages :

That it allows me to streamline my business

Inconvénients :

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

Nearly perfect business tool that will continuously be refined over time

Commentaires : My experience with Service Trade has been mostly positive and the only real snags have been the lack of even broader or more precise modifications or adjustments to how information is either presented or collected when it comes to assets. The more specificity, the better.

Avantages :

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.

Inconvénients :

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.

National Account Sales Manager

Commentaires : Exceptional. ServiceTrade has been a HUGE asset and has allowed us to manage the fire and life safety programs for large customers with ease.

Avantages :

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

Inconvénients :

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.

Account Manager review

Commentaires : I use ST everyday. It is my main tool at work, to make service jobs and invoicing. So I find it very user friendly and you have a lot of information at your finger tips.

Avantages :

That it's very user friendly and it's easy to teach to use.

Inconvénients :

I liked the old format for invoicing. The old format just seemed more user friendly than the new.

Servicetrade For The Win

Commentaires : Overall, Service trade has been Great, ever since it was introduced to us in the field.

Avantages :

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.

Inconvénients :

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

Air Gurus review

Commentaires : It has been good! Nice people to work with

Avantages :

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

Inconvénients :

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

Pipe fitting

Commentaires : I really like it!I think more people should be aware of it so that it covers your butt for the owner and contractor.

Avantages :

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.

Inconvénients :

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

I don't know what I would do without Service Trade!! It makes my job so much easier.

Avantages :

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!

Inconvénients :

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.

I am a technician using ServiceTrade for my daily jobs

Commentaires : It is a great application to use for the service industry and I know that there are still a bunch of small mom and pop places using the good ole pen and pad method for their services. I’ve been recommending this application to these small companies when I service them trying to simplify their lives really.

Avantages :

I like that we can run everything into and out of ServiceTrade with scheduling the jobs as well as invoicing from that listed job and have everything linked to one system instead Of pulling from everywhere to close out one job. It simplifies the entire process from the admin side. From the technician side, it lays everything out in a systematic fashion. Our jobs are separated by the day and we can attach photos, invoices with job line items, as well as list deficiencies that still remain with photos. Also with the customer being able to have access to it, they are on the same page and know everything that is going on at all times and aren’t kept in the dark.

Inconvénients :

The one thing that can improve I would say is when you select map to map ping the location of your jobs. It would be fantatstic to be able to select just a day instead of showing your entire schedule. We drive all over the state as well as surrounding states and to be able to narrow the search to just show what I have tomorrow for example, I could visually see where my jobs are and plan my day accordingly. This one be the greatest improvement to make from a technician standpoint.

Best Platform

Avantages :

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.

Inconvénients :

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

A must-have for modern service industry businesses

Commentaires : If you're scheduling multiple crews, wanting to see where the techs are/ when they clocked in, and wanting to give customers great follow up information and photos, you pretty much have to have Service Trade. After the initial learning curve, which is definitely not bad, it frees up a lot of time and bandwidth because you can do much more. It keeps it organized for you and impresses your customers with the technology they expect- even from their HVAC, fire/ safety service, etc. We've made a number of requests for changes and tweaks in the system to customize it further to our needs. Not all can be accommodated, but tech support has been great at listening to us and making sure they understand what we want. Then they tell us if it's feasible or if there is a better way that already exists. We've been really happy with the personalized touch. We attended their recent conference in SC and were really pleased with the additional ideas that are available that we're not yet implementing- getting to work on those ASAP. Get with the future or get left behind. ServiceTrade is the new requirement for what we must provide to do good work and give customers what they want. ST is allowing us to expand and grow.

Avantages :

Ease of use, short initial learning curve, number of available features

Inconvénients :

Invoicing could be smoother - requesting more features for this area

ServiceTrade Review

Commentaires : Both the people and the product are great. It is a great fit for our organization

Avantages :

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.

Inconvénients :

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.

Service Trade Good and Bad

Commentaires : I would say that we are happy overall with the ability of the tool. Especially when it comes to dispatch service, service quoting. We are lacking on the service contract, installation management and service inspection forms. We also would really like to have more reporting available. The account management and attention from our account manager [sensitive content hidden] has been excellent and he has been an advocate for our business.

Avantages :

Service Trade is a great tool for dispatch and management of our service business. We are looking for ways to utilize the system to also manage our construction and job costing of our installation business. We are finding that at times it is not as intuitive as we would like to create and utilize data reports from ST. The only way to do this to add a subscription for engineers to build the reports or go to the Enterprise which for a small business is difficult.

Inconvénients :

Some of the features are not quite ready like Service Forms or project management. We have also had some issues with getting parts ledger working 100% and this was not realized until we have gone live with the system. We woudl also like to have the ability to pull live reports to manage our business and don't feel this should require enterprise account if the reporting is already created and available.

Indispensable tool to run our fire protection business

Avantages :

Everything all in one place and designed for our industry.

Inconvénients :

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

Service Trade Mobile App.

Commentaires : We have solved all our paper issues using one application. We are able to dispatch, quote, run time cards, conduct billing, keep track of open jobs based on shipping information. Plus if the technician doesn’t know where to go it goes right to maps for directions. Like I said it’s a great app. And gets better all the time.

Avantages :

The versatility to plan out jobs, pull up your assets, look back at prior work history, and to be totally paperless. It’s a little time consuming building your customers base. But once you have that established. You can do a repair, complete the job , add your pictures to the job , have a customer sign once completed. Review and expedite billing all within 24 hours. It don’t get much better than that.

Inconvénients :

A little slow at loading when you first start out for the day. Wish processing speeds were just a little faster. Not start and reboot, and now your ready to process. I hope that’s explained properly.

Review from Dispatcher

Avantages :

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.

Inconvénients :

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.

Review from FIRE FIGHTER PRODUCTS, Inc 2-2-24

Avantages :

The centralized Online Dashboard and Layout.

Inconvénients :

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.

Cady with FirePro

Commentaires : I have been using service trade for over year now. Every time I need help or have a question about the program I get amazing feed back from your techs. They are always fast and go above and beyond what was asked. Navigating in this program is very easy and I find the videos very helpful. I also enjoy the online classes like Ned talk they are very informative. My only wish is that you would do an informative training class for users around Oregon or at least some where easier to get to then Carolina. You have added so many new useful things in the past year and i'm always excited to see whats new. I would recommend this program to anyone very efficient and easy and there are so many amazing features. I would rate this company an overall 5 stars in customer service we love being with your company!

Avantages :

I would honestly be typing for days if I listed all the pros to being with your company. You guys are great in customer service and your program!

Inconvénients :

Wish there was a training class on this side of the country. It would be nice to talk to other users in a group setting and see what everyone else has learned.

Service Trade Rocks

Commentaires : This software is easy to use and robust. I have personally used 3 other automated dispatching software programs and this one by far is the best I have used. I love the fact that with a couple of clicks I can find history on any asset we have performed work on. The ease of building and sending quotes has increased our customer approval. Pictures and videos being uploaded to both the work acknowledgement and the quote makes explaining things to the customer unnecessary in most cases. They can just open the link and look at everything we wrote up. Our customers love the detail and the ease of use for approving quotes and for looking up their asset history on their own. All in all an awesome program.

Avantages :

The ease and simplicity the program is to use both on the administrative side and the field side

Inconvénients :

It can sometimes get slow when you have a customer that has a lot (over 800) assets.

Provides our Corporation with the needed tools to manage our service business

Commentaires : Management of the entire service aspect of our corporation, from one end to the other.

Avantages :

The flexibility of managing Technicians in the field and the backend Office Users; from Dispatching, Scheduling, Invoicing, Forms, and Data. We have a way to track our strong points and our weak ones. The ability to create and maintain our own form library has given us the ability to satisfy our Customers and locale AHJs in a manner we were never able to do before.

Inconvénients :

While we have the ability to create our own PDF forms which we can code to auto-populate most static data, we cannot do this on the couple of Spreadsheet Graphing forms we have created to fill a vital need. Also, when updating the PDF Forms, which is necessary from time to time, we must re-load the entire library section where the form is loaded so it will compile in the appropriate order in the forms package. Those are the very few issues we have experienced, and given ServiceTrade's willingness and ability to address needed updates to their software, we have confidence that these issues will be tackled, if possible.

Opinion

Commentaires : Is 100 better and more accountable than Datamine, however the inventory feature with PartsLedger is no good.

Avantages :

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

Inconvénients :

The interaction with PartsLedger is terrible.

HVAC/R Company

Commentaires : Overall, the software is great. Our customers love the ServiceLink feature and those that are signed up for the ServicePortal love it.

Avantages :

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

Inconvénients :

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.