User Guide - ServiceTrade for Office Staff

Learn how to use the desktop version of ServiceTrade.

Aaron Shoemaker avatar Patrick O'Neill avatar Brian Smithwick avatar +6
81 articles in this collection
Written by Aaron Shoemaker, Patrick O'Neill, Brian Smithwick and 6 others

Salesperson Tracking

Assign salespeople to your jobs and quotes
Brian Smithwick avatar
Written by Brian Smithwick
Updated this week

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