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 over a week ago

Using Service Opportunities

Bulk create jobs from your recurring services.
Aaron Shoemaker avatar
Written by Aaron Shoemaker
Updated over a week ago

Using the Dispatch Board

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

Searching for Jobs using the Job List

How to find specific jobs within ServiceTrade
Adam Gurley avatar
Written by Adam Gurley
Updated over a week ago

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 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

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
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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