User Guide - ServiceTrade for Field Technicians

How To Create A Deficiency In The Mobile App

User Guide - ServiceTrade for Field Technicians

Written by Sara Muharemovic
Updated over a week ago

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

Tech Guide to Completing Blank Paperwork (Android)

Written by Dylan Higgins
Updated over a week ago

Red Triangle Warning

What to do when attachments and photos are not uploading.

Written by Jon Bakker
Updated over a week ago

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

A quick video about the new ServiceTrade app for Android devices

Written by Sean Durham
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

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

New Mobile App FAQ

Questions about setting nearby jobs, clocking in, or attachments with the new app? Check out this article.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

Written by Dax Beaton
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

See a Recorded Demo of our New Mobile App

Get an introduction of how to run a job and make a plan for transitioning users.

Written by Shelley Bainter
Updated over a week ago

Phone Setup Guide

Install the ServiceTrade app on your Apple or Android device.

Written by Aaron Shoemaker
Updated over a week ago

Tablet Setup Guide

Get your tablet ready for use in the field.

Written by Aaron Shoemaker
Updated over a week ago

Tech Guide to Completing Blank Paperwork (iPad)

User Guide - ServiceTrade for Field Technicians

Written by Sean Durham
Updated over a week ago

Tech Guide to Completing Blank Paperwork (iPhone)

User Guide - ServiceTrade for Field Technicians using iPhone

Written by Sean Durham
Updated over a week ago

(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

Bulk Uploading Photos to a Job (Android)

Save time by bulk uploading photos.

Written by Aaron Shoemaker
Updated over a week ago

Bulk Upload Photos to a Job (iOS)

Save time by bulk uploading photos.

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.

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.

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

Guide for On-Call Technicians

Set up on-call technicians and add jobs in the field.

Written by Aaron Shoemaker
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

Setting Default Apps on Mobile Devices

Set up your device to save time.

Written by Aaron Shoemaker
Updated over a week ago

Uploading a video file to ServiceTrade mobile (iOS)

Share videos to ServiceTrade mobile.

Written by Aaron Shoemaker
Updated over a week ago

What Is Visible to Techs in the Field?

Learn what information is available to technicians.

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.

Written by Aaron Shoemaker
Updated over a week ago

Techs can View/Edit Tags in Tablet

Technicians can View/Edit Tags in Tablet

Written by Brian Smithwick
Updated over a week ago