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

Customer Payment Terms and Invoice Due Dates

Adjust your Payment Terms and Due Dates for Easier Communication and Tracking
Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Creating a Custom Contacts Export from QuickBooks Desktop

How to export all of your relevant Ship-Tos from QuickBooks
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago

Parts Purchasing Management

Improve your customer service experience with better parts purchasing logistics
Brian Smithwick avatar
Written by Brian Smithwick
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.
Dylan Higgins avatar
Written by Dylan Higgins
Updated over a week ago

Salesperson Tracking

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

Scanned Paperwork Fails or Appears Garbled

What to do if your paperwork looks strange after scanning it into ServiceTrade.
Dax Beaton avatar
Written by Dax Beaton
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.
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago

I canceled a job but my tech still sees it

What to do if your tech is still seeing a Job that has already been cancelled.
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago

How to Access the Service Portal as a Customer

This article highlights the options available to you via the Service Portal
Patrick O'Neill avatar
Written by Patrick O'Neill
Updated over a week ago

ServiceTrade Status Page

Monitor uptime, service disruptions, and outages
Patrick O'Neill avatar
Written by Patrick O'Neill
Updated over a week ago

Modifying Service Link Appointment Details

Changing the Appointment information when sending a Service Link
Sean Durham avatar
Written by Sean Durham
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.
Dax Beaton avatar
Written by Dax Beaton
Updated over a week ago
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

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