Getting Started with ServiceTrade Ideas

Derek Torres
Derek Torres
  • Updated

Welcome to ServiceTrade Ideas! 

What is ServiceTrade Ideas?

ServiceTrade Ideas is a centralized product feedback platform that allows us to collect, track, manage, and measure what our customers want to see in our suite of products. The most popular items will be considered heavily by our product team when planning our product roadmaps.

As a ServiceTrade user, you can quickly submit new ideas as well as vote and comment on existing ideas. You can also opt-in to get email updates when the Ideas you've engaged with are updated by the ServiceTrade Product Team.

Accessing Ideas

You can access ServiceTrade Ideas at ideas.servicetrade.com.

  • If you are already logged into your ServiceTrade account, you should be automatically directed to the Ideas homepage.
  • If you are not logged into your ServiceTrade account, you can use your ServiceTrade username and password to log in. 

The Ideas Homepage

From the homepage, you can: 

  • View your profile and settings, by clicking your Profile Picture.
    Screenshot-2024-01-17-at-1-47-16-PM.jpeg
  • Search existing ideas to comment and upvote.
    Screenshot 2024-01-17 at 1.49.53 PM.png
  • Scrolling down on the homepage will show you a list of forums largely based on specific products in the ServiceTrade suite. The ServiceTrade Web App and Mobile App forums are featured at the top since they are the most popular. 

Upvoting and Commenting on Existing Ideas

Clicking on one of the forums will bring you to the Forum Page where you will be prompted to enter your Idea at the top of the page. You’ll notice that as you begin typing, existing Ideas that relate to yours will appear in your feed.

Ideas 1.gif

Scan existing Ideas to see if there is one that you can upvote and comment on

Once you find an existing Idea that you would like to see implemented, you can vote on that Idea directly from the Idea list view.

Clicking Important or Critical as an answer to the prompt “How important is this to you?” will add you as a voter on the Idea. 

Ideas 2.gif

If you want to add a comment on an Idea, click on the Idea from the list view, and you will be able to vote, add a comment, and upload an image in support of the existing Idea. 

Screenshot-2024-01-17-at-2-39-04-PM.jpeg

If you don’t see an existing Idea that relates to your suggestion, follow the steps below.

Submitting an Idea or Suggestion

Clicking on one of the forums will bring you to the Forum Page. You will be prompted to enter your Idea at the top of the page. You’ll notice that as you begin typing, existing Ideas that relate to yours will appear in your feed.

If you don’t see an existing Idea that relates to your suggestion, follow the steps below:

  1. Click the Post a new idea… button.
    • Note:  This button will only be visible if you have searched for an existing idea.
      Screenshot-2024-01-17-at-2-20-19-PM.jpeg
  2. Enter your Idea where prompted.
    Screenshot-2024-01-17-at-2-23-39-PM.jpeg
  3. Select a Category for your idea.
    • Note: Categories are another level of Idea organization, and are unique by Forum. All Categories with active Ideas in a Forum are listed on the left menu on the Forum Page. 
  4. Add a description to provide additional context in support of your Idea. 
  5. Drag and drop to upload files to provide additional context in support of your Idea. You can also click to upload the files.

Viewing Your Ideas 

You can easily view the Ideas you’ve contributed, upvoted, or commented on from the Settings page. 

  1. Click on the Settings link near your Profile Picture.
    Screenshot-2024-01-17-at-1-47-16-PM.jpeg
  2. On your Settings Page, you will see all the Ideas you’ve supported in one list.
    Screenshot-2024-01-17-at-3-00-21-PM.jpeg
  3. Here you can click on any of your existing Ideas to check the status, add comments, or change your vote.

Viewing Ideas You Supported or Commented on for a Specific Forum

  1. Scrolling down on the homepage will show you a list of forums largely based on specific products in the ServiceTrade suite. Click a specific Forum where you want to view your Ideas.
  2. Click on My Feedback from the left menu of any Forum Page to view the Ideas you’ve supported specific to that Forum. 

 

Edit Your Profile Settings

  1. Click on the Settings link near your Profile Picture.
    Screenshot-2024-01-17-at-1-47-16-PM.jpeg
  2. On your Settings Page, you can also update your preferences for the emails you want to receive when an idea you support has new activity.
    Screenshot 2024-01-18 at 10.49.24 AM.png
  3. You can also edit your Name, Email address, or Language.
    Screenshot 2024-01-17 at 2.58.09 PM.png

 

Questions about ServiceTrade Ideas? 

Reach out to us at support@servicetrade.com

Was this article helpful?

/

Comments

0 comments

Please sign in to leave a comment.