User Guide - ServiceTrade for Office Staff

Learn how to use the desktop version of ServiceTrade.

Aaron Shoemaker avatar Patrick O'Neill avatar Dax Beaton avatar +6
83 articles in this collection
Written by Aaron Shoemaker, Patrick O'Neill, Dax Beaton and 6 others

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

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

Role Permissions and Descriptions

David Teeter avatar
Written by David Teeter
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

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