Getting Started
General Usage and Navigation
- Using the Dashboard
- How Universal Search Works
- Exporting Data/Generating Reports
- Using Bulk Messaging in Servicetrade
- Supported File Types for Attachments
- Using PO Numbers
Jobs & Scheduling
- Creating Jobs from Quotes
- Using Service Opportunities
- Using the Dispatch Board
- Using the ServiceTrade Scheduler
- Releasing Appointments to Technicians
- Options when Canceling Appointments
Quotes and Deficiencies
Companies and Locations
Invoices and Billing
- Creating and Managing Payment Terms
- Creating Recurring Invoices
- Using Invoice Opportunities
- Job Costing and Gross Margins on Invoices
- Invoice Status Definitions
- Creating and Managing Invoices
My Account and Users
- Quote and Invoice Visibility Levels
- Creating and Managing Users
- Creating and Managing Offices
- Custom Branding
- Creating and Managing Custom Roles
- Managing Notifications
Bulk Importing Data
- Bulk Importing Assets
- Getting Started with Bulk Imports
- Bulk Importing Locations
- Bulk Importing Recurring Services
- Bulk Importing and Modifying Items and Prices
- Bulk Importing One-Time Services
Services and Assets
- Creating Subassets
- Creating and Managing Assets
- Available Types of Assets
- Rescheduling Recurring Services
- Creating and Managing Service Templates
- Creating and Managing Recurring Services
Items
Sales Tax Groups
Contracts
- Service Contracts and Inheritance
- Tracking Customer POs on Company Contracts
- Creating Contracts
- Managing Prices with Contracts
- Contract Inheritance View
- Alternate Customer Contracts