ServiceTrade and Commonly Used Terms

• 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.