ServiceTrade Erfahrungen

The wind beneath my wings

Kommentare: Clarity in scheduling multiple technicians for multiple stops each and every day. Data and information easily accessible for planning, business development, and more.

Vorteile:

ServiceTrade has been a joy to implement and use everyday. The dev team, and everyone at ServiceTrade, have been absolutely incredible. I cannot recommend this solution enough. From day one, we had no half measures. We jumped in both feet and never looked back. The scheduling makes planning our technicians days straightforward and clear. I could ramble on for hours about how much I love the search functionality, and the data you can quickly get to really get down into the nitty gritty of whatever you're looking for. To my experience, any software that claims to do everything, does nothing well. ServiceTrade is near perfectly optimized for the scope it encompasses. Features are being added all the time, and the dev team are always enthusiastic. I foresee this product getting lots of love for years and years to come. This product only gets better and better. Third party integrations have been a breeze, and a staggering amount of third party applications are available.

Nachteile:

Only a couple items come to mind, none are deal breakers. A general timeclock for tracking daily general time would be helpful, however we've found a small third party solution for this. Ability to add non-billable appointments and vendor stops would also be nice, and again not a huge deal. A great unification of built-in app and web features would be a great quality of life improvement, however I have a feeling those sneaky devs are up to something already... they always are.

Only management system you will ever need.

Kommentare: I use ServiceTrade every day of the week. It has become an extension of my business and I appreciate the software & team greatly!

Vorteile:

Service allows me to use our own documentation (reporting) and keep track of all aspects of our business. By far the most valuable tool that we use.

Nachteile:

I do not like that the order the blank reports are uploaded, is the way they remain forever in the system. It would be nice to make changes to my reports, and replace existing blank reports or move the order of them in the system.

Do not risk your company on this product

Kommentare: The initial rollout was great however as fast as the program was operational, they became crickets.
Updates & upgrades have caused unexplained data and functionality loss.
Do not trust them.
You will lose customers and employees

Vorteile:

Mobile interface is acceptable Scheduling visibility is adequate

Nachteile:

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

Very Easy to use and very user friendly

Kommentare: Again, I love the usefulness of ST. I would definitely recommend it to any company.

Vorteile:

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

Nachteile:

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.

Servie Trade is a great software for any Commercial HVAC Service Company

Kommentare: From our introduction to almost 2 years later Service Trade has been reliable and trustworthy partner to help us achieve our business goals. The additional features and offerings they have introduced proves they are dedicated to helping us succeed.

Vorteile:

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.

Nachteile:

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.

ServiceTrade Has Transformed Our Business

Kommentare: Before using ServiceTrade we were using emailing of PDF forms on iPads to manage all our of jobs. Having ServiceTrade took our business to a whole new level and allowed us to expand into multiple offices.

Vorteile:

ServiceTrade has a great product that is intuitive to use. Since we subscribed 4 years ago they have continued to expand on the capabilities with updates to the software every 2-4 weeks. They are very responsive to requests for features and the customer support is super friendly and helpful. They integrate with key software companies to expand their functionality (like Intacct and Quickbooks) and they have a great API and integration with Zapier.

Nachteile:

I hope they can continue to accelerate the addition of new features. There are a lot of companies out there trying to solve the same problems. I haven't seen anyone providing better value yet but I hope ServiceTrade stays ahead of the competition because whoever has the best software to manage their business will hold a significant advantage int he marketplace and we would like to stay with ServiceTrade. Switching software is a pain!

Beat the billion dollar bullies

Kommentare: I love all the problems this software was able to solve. I am secure in knowing that customer service will always take care of my issues. I love the fact that training is available as well as a well-regulated wiki.

Vorteile:

The customer service and the company that designs and runs the software. I love the fact that I was able to go paperless.

Nachteile:

Like any complex software, there is a learning curve when implementing. Also, buying this software does not address every aspect of running a service business. For example, live messaging or phone service.

Service Trade Review

Kommentare: This is a great product that works to adapt with you.

Vorteile:

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

Nachteile:

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

Leveraging Field Software for Success

Kommentare: Outstanding! Great software and greater people!

Vorteile:

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

Nachteile:

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

Love the product for the service industry

Vorteile:

Quick resolution to issues and workflow hiccups

Nachteile:

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.

How did we function before Service Trade

Kommentare: Our experience with Service Trade has been phenomenally good. The system has hands on learning, the onboarding staff was patient, helped me stick to timelines and answered any questions in a very timely manner. I've worked with many new system launches in my career and this was by far the best experience. The process was so flawless that I felt comfortable going on vacation as the system when live without our company. That is how much confidence I had in the onboarding process. I knew my team was ready to work with minimal need for troubleshooting due to all the planning and support received. I enjoy the ongoing to support and access to help offered once go live has been completed.

Vorteile:

They system allows us to be more efficient by streamlining 4 systems into 2. Service Trade has an excellent customer database that searches for addresses and phone numbers based on entering a few words with an auto fill feature. The system allows us to indicate time frames for recurring services. It also has comment features that allow you to indicate who should be privy to the comment. The system allows you to build templates for most frequently quoted products/services, for scheduling time frames etc. Best of all, based on the variety of features in Service Trade, we have been able to be more efficient with scheduling work, issuing reports, writing customer deficiencies and issuing quotes. Which allows us to be more productive and increase our revenue.

Nachteile:

The thing I like least about service trade is the invoicing module. In order to issue an invoice for services and then sync it to QuickBooks for follow up there are too many clicks. It is more efficient for me to invoice from our QuickBooks system and simply put an invoice number into service trade. However, this is a minor inconvenience and I understand that Service Trade is not a book keeping system.

I am a technician using ServiceTrade for my daily jobs

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Vorteile:

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.

Nachteile:

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

A must-have for modern service industry businesses

Kommentare: 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.

Vorteile:

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

Nachteile:

Invoicing could be smoother - requesting more features for this area

ServiceTrade Review

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

Vorteile:

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.

Nachteile:

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Vorteile:

Everything all in one place and designed for our industry.

Nachteile:

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

Flexible tool for completing job paperwork

Vorteile:

The vendor spent several days at our company training us. He showed us how to use the app and web site and then reviewed our paperwork after we had spent a day in the field of actually using it on OUR jobs, on location. This was key to help us refine the details of how to properly use the software. The software allows us the flexibility of downloading paperwork from our main office to our tablets used in the field and uploading inspection and service forms and images back as scanned .pdf or .jpg files from the field, fillable .pdf's from the app, images directly from the tablet camera, or images and files stored on the hard drive, they can be emailed to the app or downloaded through the web site. This flexibility allows us to use many means to accomplish our work. I have found that the scanner app I used previously can share the scanned files directly with service trade without opening any other app, I used to have to scan the document, close the scanner app, open the file, share it to my email and then fill in the email address and other info to email to the recipient. This software also makes it easy to include a photo to document work that needs done or problems that need to be corrected as well as a quick image of the completed job to document how it looked when we left.

Nachteile:

We currently have to continue using our old method of paperwork as well as using service trade to make sure there is nothing lost until everyone is comfortable with it so we have to do the paperwork twice. The software is internet based so in remote locations without Wi-Fi or good cellular reception it can be nearly impossible to get or send the paperwork. Some of the work can be downloaded before traveling to the site, completed in the field and then uploaded after returning to an area with good reception but this doesn't allow accurate timestamp of arrival and departure and the signed work order has to be left open until it can be uploaded.

Good bang for the buck

Kommentare: Overall, Servicetrade is a powerful tool. It takes the stress of managing customers and jobs once it is implemented fully.

Vorteile:

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.

Nachteile:

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.

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

Vorteile:

The centralized Online Dashboard and Layout.

Nachteile:

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

Kommentare: 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!

Vorteile:

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!

Nachteile:

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

Kommentare: 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.

Vorteile:

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

Nachteile:

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

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

Vorteile:

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.

Nachteile:

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.

ServiceTrade Rocks!

Kommentare: Our overall experience is outstanding. The ServiceTrade team is very responsive if any issue does come up.

Vorteile:

ServiceTrade is great for our business and our customers. The customer portal is a feature we offer to our customers that sets us apart from other companies. Ease of use in the field makes our technicians lives better. Scheduling and Time keeping is a breeze. The service history is an invaluable tool. Quoting straight from our technicians completed job helps us make sure we are not dropping opportunities, which improves sales and improves service to our customers.

Nachteile:

There have been issues with syncing from the mobile devices.

Very resourceful easy to function

Kommentare: There are several benefits our company gets from this software. It stores our jobs and details, our technicians use it to track where they are to go. We store special notes and comments that helps with invoicing. It helps the executives with gross profits margins. We track parts and labor hours and job details.

Vorteile:

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.

Nachteile:

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.