ServiceTrade Certifications Overview

Derek Torres
Derek Torres
  • Updated

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.

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 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. 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. Topics covered include:

  • Navigating the app
  • Clocking In/Out
  • Creating deficiencies
  • Adding assets
  • Completing paperwork

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. Topics covered include:

  • Creating customer locations
  • Creating jobs
  • Quoting
  • Adding Services
  • Invoicing

PartsLedger Office Certification

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

  • Navigating PartsLedger
  • Vendores 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.

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