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.