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Enterprise Layer Intelligence
Categories/CRM/ServiceTrade
ServiceTrade

ServiceTrade

Founded 2012

Manage commercial field service operations, scheduling, technician dispatch, and customer billing

You can use ServiceTrade to manage commercial service contracts, schedule technicians, and dispatch jobs in real time. Field technicians can review equipment service histories, fill out digital inspection checklists, document deficiencies, and attach site photos directly from mobile devices. Office staff can generate quotes, process purchase orders, track inventory across trucks and warehouses, and convert completed work into invoices. In addition, the system provides automated reporting for compliance standards like NFPA and hosts an online customer portal where clients review service history and approve proposals.

What ServiceTrade does

Schedule recurring maintenance visits on a calendar dispatch boardGenerate quotes and service estimates for repair workRecord equipment defects and assign follow-up repair ticketsTrack truck stock and warehouse inventory movementsSend completed inspection reports to property managersExport timecard data to run technician payrollSync invoice records directly with ERP and accounting softwareDigital inspection workflows with deficiency tracking and reportingInventory and parts purchasing tracking across trucks and warehousesOnline customer portal for proposal approvals and service historyTechnician mobile app with equipment history and task checklistsDirect integrations with accounting and ERP systemsAutomated estimating and proposal generation for commercial contractsDispatch board with real-time technician status tracking

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ServiceTrade, commercial contractor, field service management, dispatching, scheduling, job costing, mobile inspections, deficiency management, parts management, inventory tracking, invoicing, quoting, NFPA compliance, customer portal, timecards, mechanical service, HVAC service, fire protection