This is a reference to bulk importing One-Time Services into ServiceTrade.
Before you get started on completing your One-Time Services Template import template, you should:
- Review the information on Recurring Services. Most services that you would import would be Recurring Services, and we cover importing them in this article.
Note: One-time services are not Jobs. To import One-time Services is to essentially ask ServiceTrade to present these Services to you in the future, when you may create the Job, via the Service Opportunities Report.
- Review the general information on bulk importing.
Note: It is important to test your bulk Imports. All of our customers should have a Demo ServiceTrade Account. Use your Demo Account to test the import first, to avoid duplication or creating errors in your Production Account. It is not possible to delete in bulk in ServiceTrade.
If you do not know what your Demo Account credentials are, please reach out to Customer Support.
How to Download the One-Time Services Import Template
The image below will show you how to download the One-Time Import Template.
One-time Services Import Template Field Definitions
Below is a list of the Field Names and Definitions used in the One-time Services Import Template.
|Field Name||Field Definitions|
The abbreviation of the Service Line for this Service.
A good place to see all of the available Service Line abbreviations is on the bottom right of the My Account page in ServiceTrade.
The description of the work to be done.
Note: Service Descriptions are visible to Technicians, office staff, and customers.
The date that the first instance of this Service will be due.
The last acceptable date that this service may be scheduled to be performed.
Is the time that either the customer or your office prefers that Appointments for this Service be Scheduled.
Format: Must be in military time format (e.g. "13:00" for 1:00 pm) Only 15-minute increments of time are supported
Is a Tech or Techs that will automatically be assigned to the Appointments for this Service.
Format: Must be a comma-separated list of active usernames.
The estimated price in USD that the Customer will pay for this Service.
Format: Must be formatted 0.00 with no commas.
The estimated time that the Service will take to complete.
Format: Must be formatted 0.00 in quarter-hour increments.
The exact name of the Location to which this Service will be assigned.
The asset ID that you wish to associate this Service with.
The contract ID of the contract you want to be associated with this service.
The name of an existing Service Template you wish to use for this service.
Note: If you use this field to apply a Service Template, then only the location_id, asset_id, and template_name fields should be filled out, along with any external IDs if applicable.
Service Templates are not the same thing as One-time Services Import Template CSV files.