User Guide - ServiceTrade for Office Staff

Learn how to use the desktop version of ServiceTrade.

Brian Smithwick avatar James Jordan avatar Aaron Shoemaker avatar +8
86 articles in this collection
Written by Brian Smithwick, James Jordan, Aaron Shoemaker and 8 others

Creating and Managing Quote Templates

Use Quote Templates to simplify creating new Quotes, and to ensure consistency.
Adam Gurley avatar
Written by Adam Gurley
Updated this week

Using Invoice Opportunities

Bulk create Invoices from your recurring Invoices.
Dylan Higgins avatar
Written by Dylan Higgins
Updated over a week ago

Creating a Custom Contacts Export from QuickBooks Desktop

How to export all of your relevant Ship-Tos from QuickBooks
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago

Parts Purchasing Management

Improve your customer service experience with better parts purchasing logistics
Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Salesperson Tracking

Assign salespeople to your jobs and quotes
Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Glossary of Terms

Here you can find a brief list and description of common terms that are used throughout ServiceTrade.
Dylan Higgins avatar
Written by Dylan Higgins
Updated over a week ago

Scanned Paperwork Fails or Appears Garbled

What to do if your paperwork looks strange after scanning it into ServiceTrade.
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago

I do not see an expected Work Acknowledgement on a Job

What to do if your tech claims they created a Work Acknowledgement, but you're not seeing it in ServiceTrade.
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago

I canceled a job but my tech still sees it

What to do if your tech is still seeing a Job that has already been cancelled.
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago

How to Access the Service Portal as a Customer

This article highlights the options available to you via the Service Portal
Patrick O'Neill avatar
Written by Patrick O'Neill
Updated over a week ago

Role Permissions and Descriptions

David Teeter avatar
Written by David Teeter
Updated over a week ago

Custom Branding

Use brands to present your brand identity to your customers
Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

ServiceTrade Status Page

Monitor uptime, service disruptions, and outages
Patrick O'Neill avatar
Written by Patrick O'Neill
Updated over a week ago

Quoting with Multiple Options

Send your customers a quote with multiple options to choose between.
David Varnedoe avatar
Written by David Varnedoe
Updated over a week ago

Modifying Service Link Appointment Details

Changing the Appointment information when sending a Service Link
Sean Durham avatar
Written by Sean Durham
Updated over a week ago

I Need to Create Another Work Acknowledgement for a Job

How to address the need to create multiple work acknowledgements.
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago

ServiceTrade Emails and Notifications

What your customer sees when you send them quotes and service links from inside ServiceTrade.
David Varnedoe avatar
Written by David Varnedoe
Updated over a week ago