ServiceTrade and Commonly Used Terms

Many of ServiceTrade's Customers have names for the various terms associated with the day-to-day Jobs that are unique to them.

This article will assist in helping users become familiar with how their internal terms can be linked to the terms ServiceTrade uses within our applications, as well as commonly used terms within the ServiceTrade application.

• Sometimes referred to as a customer, contract customer, or bill-to.
• The Company page allows you to keep track of single or multiple Locations, or ship-to addresses, associated with the Company.
• The Company page is where you’ll get an overview of an account and contains paths to all other data associated with the customer.

Locations - Where the work you do for your customers takes place.

• Sometimes referred to as ship-to, service address, or job site.
• Like the Company page, a Location page is a gateway to all the information that makes up a customer’s Job history and profile with your Company.

Services - The scope of work you are contracted to perform for the customer.

• Sometimes referred to as work to be done or offering.
• It can be recurring, meaning you routinely perform the work on a scheduled basis, or one time.
• Services are the lifeblood of ServiceTrade, by extension, your business, representing all the work you do and will do for your customers.

Assets - The equipment or systems found at customer Locations for which your Company is responsible for servicing and maintaining.

• Sometimes referred to as customer equipment.
• These can be created and edited in the office or in the field by techs.

Jobs - The page that contains all the information about the work that gets done.

• Sometimes referred to as a project, work order, Service call, or ticket.
• The Job page is where you will keep up to date on all progress and information relating to the work being done for your customer by your techs.

Appointments - Separate scheduled and assigned visits on a Job.

• Sometimes referred to as engagements.
• These appointments represent a date and time when a tech will visit the Location and perform work.
• There can be a single Appointment or multiple Appointments on a Job, depending on how many visits are needed to complete all Services.

Deficiencies -  Issues found at a Location and logged during a Job by the tech.

• Sometimes referred to as repairs, problems, default, or defect.

Work Acknowledgement - A record of service your techs will leave with a customer at the time of the Appointment.

• Sometimes referred to as work completion receipt.

Service Link - An after-Job report that enables customers to help themselves by reviewing and re-downloading Job information, photos, and paperwork within an email.

Invoice Link. - Like the Service Link, a digital Invoice through which customers can review and even pay for Invoices.

Service Portal - User interface that allows customers to keep track of Quotes, Jobs, Deficiencies, and Invoices from your Company.

 

ServiceTrade Glossary

Navigation Bar - The series of buttons at the top of ServiceTrade allows you to navigate throughout the application.

Sub-Navigation Bar - Located directly underneath the Nav Bar, this provides specific sub-categories related to the options listed on the Nav Bar.

Profile Picture - Your Profile Picture is located on the far right-hand side of the Nav Bar. Clicking on your Profile Picture allows you to edit your Profile, Manage Account Settings, and sign out of ServiceTrade.

Web App View (Tablet Mode) -  can be accessed by scrolling to the bottom of the Web App and clicking on "Switch to Tablet Mode."

This provides a view similar to what techs will see in the mobile app.

Action Menu - You'll find the Action Menu located on the right-hand side of your screen on multiple pages throughout ServiceTrade, including Locations, Jobs, Quotes, Invoices, Deficiencies, and others.