User Guide - ServiceTrade for Office Staff

Learn how to use the desktop version of ServiceTrade.

Brian Smithwick avatar James Jordan avatar Aaron Shoemaker avatar +8
90 articles in this collection
Written by Brian Smithwick, James Jordan, Aaron Shoemaker and 8 others
Jobs & Scheduling

Creating Jobs from Quotes

Create a new job from an approved quote, or add an approved quote to an existing job.
Gaganjeet Singh avatar
Written by Gaganjeet Singh
Updated this week

Using Service Opportunities

Bulk create jobs from your recurring services.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated this week

Using the Dispatch Board

Take command of every day with the hour-by-hour view.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated this week

Searching for Jobs using the Job List

How to find specific jobs within ServiceTrade
Adam Gurley avatar
Written by Adam Gurley
Updated this week

Managing Jobs and Using the Job Page

Find, manage and review your jobs.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Scheduling Multi-Day Appointments

Bulk schedule Appointments from the Job Page
Adam Gurley avatar
Written by Adam Gurley
Updated over a week ago

Using the ServiceTrade Scheduler

Plan by the week and month using a map-based Scheduler.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Releasing Appointments to Technicians

Control when jobs are revealed to techs.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Tracking Tech Locations

Keep an eye on where the team is throughout the day.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Using the Tech Scorecard

Your command center view jobs, hours, and performance.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Getting Photos from ServiceTrade into ServiceNet

Photos do not sync between ServiceTrade and ServiceNet. Use this workaround instead.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Options when Canceling Appointments

Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated this week
My Account and Users

Creating and Managing Users

Set up and configure your team.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Creating and Managing Offices

Set up physical or logical divisions within your company.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
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

Creating and Managing Custom Roles

Assign standard roles and customize your own.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Managing Notifications

Customize which notifications you receive from ServiceTrade.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Managing Service Lines

Filter and organize work by trade.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Working with Terms & Conditions

Create sets of legal terms for your jobs, quotes, and invoices.
Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Salesperson Tracking

Assign salespeople to your transactions
Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

ServiceTrade Comment Types

Use all comment types for maximum communication with team members and customers.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Using Tags

Increase organization and improve searching with tags.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Using External IDs

ServiceTrade objects reference their counterparts in external systems.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Role Permissions and Descriptions

List and Definitions of user roles and permissions
David Teeter avatar
Written by David Teeter
Updated over a week ago

ServiceTrade Emails and Notifications

What your customer sees when you send them quotes and service links from inside ServiceTrade.
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Written by David Varnedoe
Updated over a week ago

What Is Visible to Techs in the Field?

Learn what information is available to technicians.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago