User Guide - ServiceTrade for Office Staff

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 a Custom Contacts Export from QuickBooks Desktop

How to export all of your relevant Ship-Tos from QuickBooks

Written by Dax Beaton
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

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

Salesperson Tracking

Assign salespeople to your transactions

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.

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.

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.

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

Written by Patrick O'Neill
Updated over a week ago

ServiceTrade Status Page

Monitor uptime, service disruptions, and outages

Written by Patrick O'Neill
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

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

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

Supported Devices / System Requirements

Which devices are supported by ServiceTrade?

Written by Aaron Shoemaker
Updated over a week ago

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 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

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

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 Dispatch Board

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

Written by Aaron Shoemaker
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

Adding Jobs

Create new jobs in one of several different ways.

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

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 Quote Templates

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

Written by Adam Gurley
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

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

Tracking Invoice Payments in ServiceTrade

Workflows for tracking customer payments

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

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

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 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 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

Contracts

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

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

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