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User Guide - ServiceTrade for Office Staff
User Guide - ServiceTrade for Office Staff
Learn how to use the desktop version of ServiceTrade.
+8
91 articles in this collection
Written by
Brian Smithwick,
James Jordan,
Aaron Shoemaker
and 8 others
Getting Started
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 over a week ago
General Usage and Navigation
Dashboard
A quick tour of the ServiceTrade home screen.
Written by
Aaron Shoemaker
Updated over a week ago
In-Depth: How Universal Search Works
Become a power searcher with global search.
Written by
Aaron Shoemaker
Updated over a week ago
Using Lists and Searching
Search, filter, and export your data.
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
Jobs & Scheduling
Adding Jobs
Create new jobs in one of several different ways.
Written by
Aaron Shoemaker
Updated over a week ago
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 Service Opportunities
Bulk create jobs from your recurring services.
Written by
Aaron Shoemaker
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
Using the Dispatch Board
Take command of every day with the hour-by-hour view.
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 today
Quotes and Deficiencies
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 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 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
Deficiency Status Changes
Understand the lifecycle of a deficiency.
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
Companies and Locations
Creating and Managing Locations
Setup and manage your customers.
Written by
Aaron Shoemaker
Updated over a week ago
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
Invoices and Billing
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
My Account and Users
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 Data
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 in the last hour
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 over a week ago
Bulk Importing Invoice Updates
Create and upload an update invoices template.
Written by
Aaron Shoemaker
Updated over a week ago
Services and Assets
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
Items
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
Contracts
Creating Contracts
Create customer-specific or general (default) pricing via ServiceTrade Contracts.
Written by
Patrick O'Neill
Updated this week
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
Managing Fillable Forms / Blank Paperwork
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
Subcontracting
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
Customer Engagement
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
Tips and Troubleshooting
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