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
91 articles in this collection
Written by Brian Smithwick, James Jordan, Aaron Shoemaker and 8 others
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.
David Varnedoe avatar
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