ServiceTrade Erfahrungen

As a busy Service Company in the HVAC/Refrigeration industry, we have a number of areas within our business. Dispatching new service calls, completing routine scheduled Preventive Maintenance visits, payroll to hours employees, commission to other employees and quoting repairs from both within and out in the field. This software does it all. I went from payroll being a nightmare of hand written time sheets and multiple days of work to running a Clock Event Report from ServiceTrade and having my payroll done in 1-2 hours for an entire weeks worth of work. I particularly like the flow of the quoting and email notifications which keep me informed as the owner even when I am not in my office. My management and supervisors all have the ability to receive those same notifications and are already planning and proceeding with the work before I’ve even returned to my desk/office.

It's efficiency

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.

I am solving the problems of scheduling jobs for on time appointments. It was a nightmare before Service Trade. Now, I can schedule jobs and the techs love it. They each have iPads with the Service Trade app on them and we communicate all day instead of waiting for them to return to the office at the end of the day!

Our company went from a literal shoe box full of index cards to Service Trade. It was such an abrupt jump in technology our heads were left spinning. There are so many benefits to using Service Trade that it is difficult to lay them all out. The best way to describe it this. If our company were a car, we went from square wheels to round wheels. Everything just runs smoother and almost all our information is accessible from anywhere.

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.

Would like to have better customer financial reporting. OTher then that Service trade has been a mager upgrade to running our service department.

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.

Organization, ease of scheduling, tracking jobs and job costing aspects

I continue to be able to get quotes out faster than my customers have a chance to bid out the work. So the deficiencies I find, I typically end up conducting repairs for. Customers want solutions now... this app allows that

I started working at our family business in January of 2015. I was going to assist the ladies in the office and learn how to do their work, so when they were out sick or on vacation, their work would continue to be completed and they wouldn't be bombarded when they returned to their office. Well, after three months of working three days a week, I took over the management of the office and both ladies left our company. I was shocked at how inefficient the office staff was running the office. Now, thanks to Service Trade, the office is under control. I love the way you can schedule the jobs and make the service recurring, so you don't miss out on the opportunity to service your customer in a timely manner. We add the price to the job so the tech does not have to call us every time he is unsure of the price! This feature has been great for the new techs who haven't learned our pricing structure yet. I do not know how we conducted business before Service Trade, well yes I do....very inefficiently! At first, I was very overwhelmed with the system. The training was full of so much information that my head was spinning! But now after a few mini learning sessions, I consider it easy to use and understand. The quality of the product is the BEST!! So many features are available, that I still don't use all of them. My favorite feature is the connection with Quick Books. The invoices transfer to QB and we just add the invoice number and e-mail it to the customer! No more waiting for the techs to return to the office with hand written invoices for us to enter in QB. We just added the inspection reports to the system, so now we have very nice, clean , easy to read inspection reports from our techs entering the information in the system. Gone are the days of the paper inspection forms that come back to us all dirty, torn and unorganized. The guys at Service Trade are great! Any time I have a problem, it is solved in a timely manner. I've contacted them via the web, e-mail and by phone. They are always willing to assist me with my crazy questions! The money that we paid for Service Trade is worth it! I wouldn't run my office without it. Thanks Service Trade for making my transition to working full time a better experience than it would have been without you!

I use Service Trade every day to quote, for customer service, for scheduling, for review of jobs, for quality control, etc. It easy to use and you can access it from anywhere. It's great!

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.

The Service Trade team gets it. They listen to their customers and are constantly updating their platform. I attended the annual Digital Wrap show in 2016 and was blown away with how much valuable information they had put together. I will be at this show every year and will remain a loyal customer for as many years we are both in business. With the help of the Service Trade team that will be many decades into the future.

ServiceTrade has transformed our business in ways I never imagined possible. We have eliminated 4 independent software systems by using ServiceTrade and streamlined our business to become very efficient. Our Technicians and Office Staff work very well together sharing real-time information through ServiceTrade; eliminating all the friction and slow down that normally occurs in a service business. We have significantly improved the customer experience across the board, they get immediate information sent electronically on the services performed including a detailed report with plenty of photos and deficiency information followed up by a quote for repairs needed within 24 hours, often times the same day.

Being streamlined and efficient in all that we do has made for a much happier work force, employees love the software and enjoy the frustration-free and immediate work-flow so they can process their work faster with clear and concise information and pass it along to the customer for quick turnaround. Our customers are happier, the employees are happier and with the significant savings from becoming efficient combined with higher revenue production per tech, our owners are very happy too.

The ServiceTrade team also been great to work with, they provide exceptional support with rapid response and worked very well with us through the implementation so that the transition was a very thorough and well planned process.

I think it's important to not only thoroughly understand the software and whether it meets or exceeds your needs, but it's equally important to know the team and who will be supporting you so that you have comfort with your decision and know that you're partnering with a company/team that you believe in, that you want to do business with for the long-term and that you know has its customers best business interests in mind. The best way to confirm you've made the right choice is to talk to their customers, doing that really helped me understand how well ServiceTrade performed and that I was entering a solid partnership for my business.

It brought us into the 21st century regarding our scheduling and employee management.

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

I pretty much feel like we got a product that was still in Beta testing. We've had issues with porting item lists, and Quickbooks Online that falls short on seamless integration. When I reach out to tech support I have to repeatedly defend and support my complaints until someone believes me and then gets someone to look into it. The interface is not as user friendly as I had believed it was going to be, without some computer language skills the errors are impossible to decipher.
We were very excited to get set up with Servicetrade, and for the most part, it is serving our needs and helping us stay organized.
Unfortunately a bulk of the services I was keenly interested are reserved for larger companies or a minimum amount of techs; the customer portal and feedback option were very desirable selling features. And even though we bought 4 extra tech accounts that we don't need just to get set up at all, these services still could not be made available.

I highly recommend this platform to any service oriented company. The streamlined software enhances efficiency while distinguishing your company above others.

Overall
I am quite happy with the Service.
After all of the bugs got sorted out, it has been amazing to use especially for the day to day operations

The biggest thing for me is the speed of getting the quote to the customer for service at their facility. A lot of time i can send a quote while the Technician is still on site and we are able to get approval for that repair that same day, Saves a trip back

I can see what the office has scheduled for me days/weeks in advance and plan my schedule around that.

It has a lot of good features to organize a workforce of technicians