User Guide - ServiceTrade for Office Staff

ServiceTrade Account Setup Guide

Your one-stop account setup checklist.

Written by Aaron Shoemaker
Updated over a week ago

Common Pre-implementation Questions

FAQs from new users.

Written by Aaron Shoemaker
Updated over a week ago

Glossary of Terms

Here you can find a brief list and description of common terms that are used throughout ServiceTrade.

Written by Dylan Higgins
Updated over a week ago

Supported Devices / System Requirements

Which devices are supported by ServiceTrade?

Written by Aaron Shoemaker
Updated this week

Dashboard

A quick tour of the ServiceTrade home screen.

Written by Aaron Shoemaker
Updated this week

In-Depth: How Universal Search Works

Become a power searcher with global search.

Written by Aaron Shoemaker
Updated over a week ago

Exporting Data / Generating Reports

Export data for spreadsheets, printing, or advanced reporting.

Written by Aaron Shoemaker
Updated over a week ago

Supported File Types for Attachments

This article provides a list of supported files types that can be uploaded into ServiceTrade.

Written by Aaron Shoemaker
Updated over a week ago

Using PO Numbers

Learn how to use Purchase Order numbers in ServiceTrade.

Written by Aaron Shoemaker
Updated over a week ago

Creating Jobs from Quotes

Create a new job from an approved quote, or add an approved quote to an existing job.

Written by Gaganjeet Singh
Updated this week

Using Service Opportunities

Bulk create jobs from your recurring services.

Written by Aaron Shoemaker
Updated this week

Using the Dispatch Board

Take command of every day with the hour-by-hour view.

Written by Aaron Shoemaker
Updated this week

Searching for Jobs using the Job List

How to find specific jobs within ServiceTrade

Written by Adam Gurley
Updated this week

Managing Jobs and Using the Job Page

Find, manage and review your jobs.

Written by Aaron Shoemaker
Updated over a week ago

Scheduling Multi-Day Appointments

Bulk schedule Appointments from the Job Page

Written by Adam Gurley
Updated over a week ago

Using the ServiceTrade Scheduler

Plan by the week and month using a map-based Scheduler.

Written by Aaron Shoemaker
Updated over a week ago

Releasing Appointments to Technicians

Control when jobs are revealed to techs.

Written by Aaron Shoemaker
Updated over a week ago

Tracking Tech Locations

Keep an eye on where the team is throughout the day.

Written by Aaron Shoemaker
Updated over a week ago

Using the Tech Scorecard

Your command center view jobs, hours, and performance.

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.

Written by Aaron Shoemaker
Updated over a week ago

Options when Canceling Appointments

Written by Aaron Shoemaker
Updated this week

Creating and Managing Quotes

Engage your customers with awesome online quotes.

Written by Aaron Shoemaker
Updated over a week ago

Quoting with Multiple Options

Send your customers a quote with multiple options to choose between.

Written by David Varnedoe
Updated over a week ago

Creating and Managing Deficiencies

Turn deficiencies found in the field into quotes.

Written by Aaron Shoemaker
Updated over a week ago

Creating and Managing Quote Templates

Use Quote Templates to simplify creating new Quotes, and to ensure consistency.

Written by Adam Gurley
Updated over a week ago

Deficiency Status Changes

Understand the lifecycle of a deficiency.

Written by Aaron Shoemaker
Updated this week

Creating and Managing Locations

Setup and manage your customers.

Written by Aaron Shoemaker
Updated this week

Merge Companies and Locations

Eliminate duplicates while preserving your data.

Written by Aaron Shoemaker
Updated over a week ago

Creating and Managing Contacts

Organize your customer contact information.

Written by Aaron Shoemaker
Updated over a week ago

Using the New Invoice Page (Beta)

An introduction to the new invoice page.

Written by Adam Gurley
Updated over a week ago

Send an Invoice Link

A walkthrough for providing your customers with an interactive invoice

Written by Adam Gurley
Updated over a week ago

Tracking Invoice Payments in ServiceTrade

Workflows for tracking customer payments

Written by Brian Smithwick
Updated over a week ago

Customer Payment Terms and Invoice Due Dates

Adjust your Payment Terms and Due Dates for Easier Communication and Tracking

Written by Brian Smithwick
Updated over a week ago

Creating and Managing Invoices

Create and use pro-forma invoices to reduce double data entry and error.

Written by Aaron Shoemaker
Updated over a week ago

Invoice Status Definitions

Know what each invoice status means.

Written by Aaron Shoemaker
Updated over a week ago

Job Costing and Gross Margins on Invoices

Track item costs on jobs and see gross margins on invoices.

Written by Aaron Shoemaker
Updated over a week ago

Using Invoice Opportunities

Bulk create Invoices from your recurring Invoices.

Written by Dylan Higgins
Updated over a week ago

Guide for Monthly Billing

How to manage monthly billing situations in ServiceTrade

Written by Aaron Shoemaker
Updated over a week ago

Creating and Managing Users

Set up and configure your team.

Written by Aaron Shoemaker
Updated over a week ago

Creating and Managing Offices

Set up physical or logical divisions within your company.

Written by Aaron Shoemaker
Updated over a week ago

Custom Branding

Use brands to present your brand identity to your customers

Written by Brian Smithwick
Updated over a week ago

Creating and Managing Custom Roles

Assign standard roles and customize your own.

Written by Aaron Shoemaker
Updated over a week ago

Managing Notifications

Customize which notifications you receive from ServiceTrade.

Written by Aaron Shoemaker
Updated over a week ago

Managing Service Lines

Filter and organize work by trade.

Written by Aaron Shoemaker
Updated over a week ago

Working with Terms & Conditions

Create sets of legal terms for your jobs, quotes, and invoices.

Written by Brian Smithwick
Updated over a week ago

Salesperson Tracking

Assign salespeople to your transactions

Written by Brian Smithwick
Updated over a week ago

ServiceTrade Comment Types

Use all comment types for maximum communication with team members and customers.

Written by Aaron Shoemaker
Updated over a week ago

Using Tags

Increase organization and improve searching with tags.

Written by Aaron Shoemaker
Updated over a week ago

Using External IDs

ServiceTrade objects reference their counterparts in external systems.

Written by Aaron Shoemaker
Updated over a week ago

Role Permissions and Descriptions

List and Definitions of user roles and permissions

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.

Written by David Varnedoe
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

Bulk Importing - General Info

Understanding the bulk import process.

Written by Aaron Shoemaker
Updated over a week ago

Bulk Importing Locations

Complete and upload a location import template.

Written by Aaron Shoemaker
Updated over a week ago

Bulk Importing Assets

Complete and upload an asset import template.

Written by Aaron Shoemaker
Updated over a week ago

Bulk Importing One-Time Services

Complete and upload a one-time services import template.

Written by Aaron Shoemaker
Updated over a week ago

Bulk Importing Recurring Services

Complete and upload a recurring services import template.

Written by Aaron Shoemaker
Updated over a week ago

Bulk Importing and Modifying Items and Prices

Modify and upload items through Items and Price Template.

Written by Aaron Shoemaker
Updated this week

Bulk Importing Invoice Updates

Create and upload an update invoices template.

Written by Aaron Shoemaker
Updated over a week ago

Creating and Managing Recurring Services

Manage your recurring work and never miss an opportunity.

Written by David Varnedoe
Updated over a week ago

Creating and Managing Service Templates

Use Service Templates to simplify creating new services, and to ensure consistency.

Written by Aaron Shoemaker
Updated over a week ago

Rescheduling Recurring Services

Understand the differences between a single instance of a service and the recurring service itself.

Written by Aaron Shoemaker
Updated over a week ago

Creating and Managing Assets

Log customer equipment for superior service.

Written by Aaron Shoemaker
Updated over a week ago

Available Types of Assets

Learn which service lines enable the Asset types you need.

Written by Aaron Shoemaker
Updated over a week ago

Creating and Managing Items

Use the item library to provide items for quotes, jobs, and invoices.

Written by Aaron Shoemaker
Updated over a week ago

Editing Item Prices

Use the standard pricing contract to edit your item prices.

Written by Aaron Shoemaker
Updated over a week ago

Parts Purchasing Management

Improve your customer service experience with better parts purchasing logistics

Written by Brian Smithwick
Updated over a week ago

Creating Contracts

Create customer-specific or general (default) pricing via ServiceTrade Contracts.

Written by Patrick O'Neill
Updated over a week ago

Manage Contract Rules

Advanced configuration of contracts.

Written by Adam Gurley
Updated over a week ago

Managing Contract Inheritance

Reduce data entry and complexity by using parent and child contracts.

Written by James Jordan
Updated over a week ago

Customer Contract Revenue Tracking

How to view total revenue collected on a contract to date

Written by Adam Gurley
Updated over a week ago

Creating Technician Reports / Blank Paperwork

Learn how to create, upload, test, and manage your inspection and service forms.

Written by Aaron Shoemaker
Updated over a week ago

Using Sub-assets with Blank Fillable Paperwork

Learn the PDF field naming conventions for subassets.

Written by Brian Smithwick
Updated over a week ago

Making Forms Repeat Dynamically

Make it so that (x) assets or (x) services = (x) copies of a form, automatically.

Written by Aaron Shoemaker
Updated over a week ago

Making Blank Paperwork Forms Use Only Job Assets

Prefill your blank paperwork only with info about assets being serviced on a particular job.

Written by Brian Smithwick
Updated over a week ago

Example Fillable PDF Forms

These examples are formatted and ready to partially pre-populate.

Written by Aaron Shoemaker
Updated over a week ago

Inviting a Subcontractor to ServiceTrade

No Paper. Unified experience.

Written by Aaron Shoemaker
Updated over a week ago

Subcontracting Jobs

Share and complete subcontracted jobs in ServiceTrade, offering customers a unified experience.

Written by Aaron Shoemaker
Updated over a week ago

Using Service Link

Blow your customers away with a Service Link instead of a yellow copy.

Written by Aaron Shoemaker
Updated over a week ago

Modifying Service Link Appointment Details

Changing the Appointment information when sending a Service Link

Written by Sean Durham
Updated over a week ago

Email FAQ

Understand how customer replies, bounce notices, and delivery for ServiceTrade emails works.

Written by Aaron Shoemaker
Updated over a week ago

Reference Guide for Service Link Recipients

Navigate your way around Service Link - the modern after job report from your service contractor.

Written by Aaron Shoemaker
Updated over a week ago

Clearing Browser Caches

Resolve common issues, especially if they are only affecting you.

Written by Aaron Shoemaker
Updated over a week ago

How to Capture Screenshots on a Mac or PC

Make it easier for our support team to help you troubleshoot.

Written by Aaron Shoemaker
Updated over a week ago

Troubleshooting FAQ for ServiceTrade Desktop

The most common questions are answered here.

Written by Aaron Shoemaker
Updated over a week ago

Scanned Paperwork Fails or Appears Garbled

What to do if your paperwork looks strange after scanning it into ServiceTrade.

Written by Dax Beaton
Updated over a week ago

ServiceTrade Status Page

Monitor uptime, service disruptions, and outages

Written by Patrick O'Neill
Updated over a week ago

Using Asset Attachments for Location-Specific Paperwork

This article will guide you through using the "Building" asset to allow for location-specific attachments.

Written by Adam Gurley
Updated over a week ago

I do not see an expected Work Acknowledgement on a Job

What to do if your tech claims they created a Work Acknowledgement, but you're not seeing it in ServiceTrade.

Written by Dax Beaton
Updated over a week ago

I Need to Create Another Work Acknowledgement for a Job

How to address the need to create multiple work acknowledgements.

Written by Dax Beaton
Updated over a week ago