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User Guide - ServiceTrade for Field Technicians
User Guide - ServiceTrade for Field Technicians
Learn how to use ServiceTrade for phones and tablets.
+5
27 articles in this collection
Written by
Shawn Mims,
Aaron Shoemaker,
Dax Beaton
and 5 others
Getting Started
Downloading the Mobile App
Install the ServiceTrade app on your Apple or Android device.
Written by
Aaron Shoemaker
Updated over a week ago
Accessing ST Web App View
Get your tablet ready for use in the field.
Written by
Aaron Shoemaker
Updated over a week ago
Installing the new mobile app beta (iOS)
How to install and use the new version of the mobile app on your iOS device.
Written by
Shawn Mims
Updated over a week ago
Installing the new mobile app beta (Android)
How to install and use the new version of the mobile app on your Android device.
Written by
Shawn Mims
Updated over a week ago
ServiceTrade Mobile App
Clocking In and Out
An introduction to the various clock event types in the mobile app.
Written by
Adam Gurley
Updated over a week ago
Adding Comments
How to add job comments via the mobile app
Written by
Adam Gurley
Updated over a week ago
Uploading Photos or Attachments to a Job (Android)
Save time by bulk uploading files and photos.
Written by
Aaron Shoemaker
Updated over a week ago
Bulk Upload Photos and Attachments to a Job (iOS)
Save time by bulk uploading files and photos.
Written by
Aaron Shoemaker
Updated over a week ago
Adding Deficiencies
User Guide - ServiceTrade for Field Technicians
Written by
Sara Muharemovic
Updated over a week ago
Adding Assets
How to Add Assets using the ServiceTrade Mobile App
Written by
Adam Gurley
Updated over a week ago
Managing Appointments with More Than One Assigned Tech
FAQ for jobs with multiple techs.
Written by
Aaron Shoemaker
Updated over a week ago
Monitoring Mobile Data Usage
Keep tabs on how much data you are using.
Written by
Aaron Shoemaker
Updated over a week ago
View More Details
Creating a Work Acknowledgement
Learn how to get customer signatures in the field.
Written by
Aaron Shoemaker
Updated over a week ago
Invoicing in the Field
Learn how to create an Invoice directly from your mobile device.
Written by
Adam Gurley
Updated over a week ago
Tech Guide to Completing Blank Paperwork (Android)
Written by
Dylan Higgins
Updated over a week ago
Tech Guide to Completing Blank Paperwork (iOS)
Written by
Sean Durham
Updated over a week ago
Mobile Web App View
Creating a Quote
A guide to creating a quote from a mobile device.
Written by
Adam Gurley
Updated over a week ago
Creating a New Job
A guide for creating new jobs from a mobile device.
Written by
Aaron Shoemaker
Updated over a week ago
Working with Blank Paperwork (Forms / Reports)
(Windows 10) - Tech Guide to Completing Blank Paperwork
Quick reference on how to fill out forms in the field using a Microsoft Surface or other Windows 10 PC
Written by
Aaron Shoemaker
Updated over a week ago
Tips and Tricks
Offline Mode for ServiceTrade Mobile Application
What is available to techs when offline with the ServiceTrade Mobile App
Written by
Adam Gurley
Updated over a week ago
Using the Nearby Jobs view
What to expect when looking at Nearby Jobs in the ServiceTrade app
Written by
Sean Durham
Updated over a week ago
Setting Default Apps on Mobile Devices
Set up your device to save time.
Written by
Aaron Shoemaker
Updated over a week ago
Disabling Private Browsing Mode on iPad
Work Acknowledgements do not work with Private Browsing enabled.
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.
Written by
Aaron Shoemaker
Updated over a week ago
Troubleshooting
Red Triangle Warning
What to do when attachments and photos are not uploading.
Written by
Jon Bakker
Updated over a week ago
If the App is Slow or Unresponsive
A guide for when the app is not moving at its usual pace.
Written by
Dax Beaton
Updated over a week ago
Forgotten Usernames or Passwords
What to do if you are having issues logging into ServiceTrade, and how to change User passwords as an Administrator
Written by
Jon Bakker
Updated over a week ago