User Guide - ServiceTrade for Field Technicians

Learn how to use ServiceTrade for phones and tablets.

Sean Durham avatar Aaron Shoemaker avatar Shawn Mims avatar +3
36 articles in this collection
Written by Sean Durham, Aaron Shoemaker, Shawn Mims and 3 others

Getting to know the ServiceTrade app v2.0 for Android Phones and Tablets

A quick video about the new ServiceTrade app for Android devices
Sean Durham avatar
Written by Sean Durham
Updated over a week ago

Using the Nearby Jobs view

What to expect when looking at Nearby Jobs in the ServiceTrade app
Sean Durham avatar
Written by Sean Durham
Updated over a week ago

New Mobile App FAQ

Questions about setting nearby jobs, clocking in, or attachments with the new app? Check out this article.
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago

Cannot log in to ServiceTrade on my mobile device

If you're having trouble signing into your mobile app, follow this troubleshooting.
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Written by Dax Beaton
Updated over a week ago

How do I log drive time after completing a Job?

Trying to clock your driving time after a Job is complete? Follow these steps.
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Written by Dax Beaton
Updated over a week ago

Unable to share PDF to ServiceTrade

If you're having trouble sharing a report back into ServiceTrade, follow these steps.
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago

If you see an unexpected Appointment in your Appointment List

What to do if you see an Unexpected Job / Appointment on your mobile app.
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Written by Dax Beaton
Updated over a week ago

If the App is Slow or Unresponsive

Is your ServiceTrade app moving like a turtle? Check out this article.
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Written by Dax Beaton
Updated over a week ago

Uncommon Errors with the Mobile App

A list of possible errors / pop-up messages you may encounter when using your mobile app.
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago

I Accidentally Marked an Appointment as Complete

Missing an appointment that you didn't mean to complete? Follow these steps.
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago

Unable to Clock In

What to do if you can't clock in to a Job
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago

Where is my Job?

How to find missing Jobs or Appointments that aren't appearing on your mobile app.
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago

Why is a Completed Appointment Still Appearing in my Scheduled list?

If you've finished an Appointment on a Job are are still seeing it as scheduled, follow these steps.
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago
Quick Tutorials

Adding and Completing a Job in the Field

How to add and complete jobs via a tablet.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Bulk Uploading Photos to a Job (Android)

Save time by bulk uploading photos.
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Written by Aaron Shoemaker
Updated over a week ago

Bulk Upload Photos to a Job (iOS)

Save time by bulk uploading photos.
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Written by Aaron Shoemaker
Updated over a week ago

Changing Item Prices on a Field Invoice

Learn how to adjust prices in the field if necessary.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Creating a Work Acknowledgement and Invoicing in the Field

Learn how to get customer signatures in the field.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Disabling Private Browsing Mode on iPad

Work Acknowledgements do not work with Private Browsing enabled.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Enabling Password Saving for Safari on iOS (Tablet Mode)

Have Safari save your password so that you don't have to keep entering it in Tablet View.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Guide for On-Call Technicians

Set up on-call technicians and add jobs in the field.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Managing Appointments with More Than One Assigned Tech

FAQ for jobs with multiple techs.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Monitoring Mobile Data Usage

Keep tabs on how much data you are using.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Setting Default Apps on Mobile Devices

Set up your device to save time.
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Written by Aaron Shoemaker
Updated over a week ago

Uploading a video file to ServiceTrade mobile (iOS)

Share videos to ServiceTrade mobile.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

What Is Visible to Techs in the Field?

Learn what information is available to technicians.
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Written by Aaron Shoemaker
Updated over a week ago

Working in Areas with Poor Cellular Signal

Understand how the app works in low/no signal areas, and plan.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Techs can View/Edit Tags in Tablet

Technicians can View/Edit Tags in Tablet
Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago