ServiceTrade QuickStart

Derek Torres
Derek Torres
  • Updated

This video series will introduce you to the basic ServiceTrade workflow and is designed to assist both office staff and Technicians in getting up and running quickly.

We encourage you to follow along with these videos, performing the actions alongside us, pausing or adjusting the speed of the videos as necessary, to understand the ServiceTrade process more rapidly.

 

Customers and Jobs

The first video begins with creating a company and location for a new customer, along with a job for said location.

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Techs and The Mobile App

In our second video, we will walk through the technician's workflow, ServiceTrade mobile app process.

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Invoices, Quotes, and Communicating with your Customers

Our final video covers completing the ServiceTrade workflow by sending a ServiceLink, creating an invoice, and then quoting the customer for a found deficiency.

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