ServiceTrade Certifications Overview

The ServiceTrade Certification Courses are powerful tools that will assist you and your employees in becoming experts in the use of ServiceTrade's software. These courses are rich, in-depth material designed to provide you with all of the necessary knowledge and skills to use the application to its fullest potential. This article will provide a brief overview of each course so that you can enroll your staff in the most relevant courses for them.

ServiceTrade Office Certification

The ServiceTrade Certification course for office users is designed to be used alongside the browser-based application.

Estimated Completion Time: 3 hrs

Topics covered include:

• Navigating the app
• Creating Customers
• Managing Jobs
• Scheduling Jobs
• Invoicing
• Quoting
  

The topics covered in this course will allow schedulers, dispatchers, salespeople, and others to transition their current roles into the ServiceTrade application.

ServiceTrade Advanced Office Certification

The ServiceTrade Advanced Office Certification is designed for office users who want to learn about ServiceTrade's most advanced features or features that are only available to customers with higher subscription tiers. If you are new to ServiceTrade, we strongly recommend you start with the ServiceTrade Office Certification before beginning.

This certification is designed to be viewed a la carte. You only need to watch the lessons that interest you.

If you learn about a feature that excites you but requires a higher subscription tier, feel free to contact your Account Manager.

Estimated Completion Time: 2 hrs

Topics covered include:

• Advanced Features
• Project Management (Premium/Enterprise Only)
• Tasking (Premium/Enterprise Only)
• Smart AI (Enterprise Only)
• Service Timecard (Add-On)

ServiceTrade Administrator Certification

The ServiceTrade Administrator course continues where the office certification left off, allowing for your ServiceTrade admins to become the authority for the software in the office.

Estimated Completion Time: 1 hr

Topics covered include:

• My Account - offices, regions, branding, users, roles, vendors, blank paperwork, tags, items, terms, and conditions
• Contracts
• Bulk imports
• Account Settings - default behaviors, asset and service line selection, integrations
• Tech Scorecard 

ServiceTrade Mobile App for Android and Apple Certification

Much like the office certification prepares your staff to fulfill their daily tasks within ServiceTrade, the ServiceTrade Mobile App for Android and Apple Certification allows your techs to become familiar with the abilities and features of the ServiceTrade mobile app for iOS and Android devices.

Estimated Completion Time: 1 hr

Topics covered include:

• Navigating the app
• Clocking In/Out
• Adding Assets, Attachments, and Job Items
• Creating Deficiencies
• Creating Work Acknowledgements

ServiceTrade Advanced Mobile App Features Certification

Continuing where the mobile certification left off, this course is for the technicians in your company that have advanced application permissions not contained within the default technician role ServiceTrade provides.

Estimated Completion Time: 1 hr

Topics covered include:

• Creating Blank Paperwork
• Managing Appointments and Services
• Creating Jobs (On-Call)
• Field Quoting
• Field Invoicing
• Tasking
• Add-On Products - InspectionManager, SalesManager, PartsManager

ServiceTrade Quickstart Course

The ServiceTrade Quickstart Course will introduce you to the basic ServiceTrade workflow and is designed to assist both office staff and technicians in getting up and running quickly.

Estimated Completion Time: 30 mins

Note: This is not meant to replace the ServiceTrade Office Certification and ServiceTrade Mobile App for Android and Apple Certification. We highly recommend you take those courses to fully understand Office and Mobile.

PartsManager Office Certification

The PartsManager Office Certification course is for PartsManager office users is designed to be used alongside the browser-based application.

Estimated Completion Time: 1 hr

• Navigating PartsManager
• Vendors and Inventory
• Purchase Orders

Managing your Staff's Certifications

During Onboarding, you will use the Journey Dashboard to sign your users up for Certifications. For more information on the Journey Dashboard, click here.