User Guide - ServiceTrade for Field Technicians

Learn how to use ServiceTrade for phones and tablets.

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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 this week

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 this week

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