ServiceTrade Support
Activity overview
Latest activity by ServiceTrade Support
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ServiceTrade Support created an article,
Using Team Jobs in ServiceForms
This article covers how to use the Team Jobs feature in ServiceForms. Team Jobs in ServiceForms allow you to have multiple technicians fill out different parts of the same form on a job, then combi...
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ServiceTrade Support created an article,
Job Page Filtering; Negative Payments; Add Locations to Companies that are not Inactive (April 20, 2022)
The new web app features that were released on April 20th, 2022 include: Filtering a Job Page Negative Payments Add Locations to Companies that are not Inactive UI changes Filtering a Job Page A...
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ServiceTrade Support created an article,
Merge Contacts; Show partially paid amount on Invoice Link (February 16, 2022)
Merge Contacts The ability to merge duplicate contacts has been a frequently requested function that today's release brings to ServiceTrade. It is now possible to take two contacts that are dupli...
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- 1 follower
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ServiceTrade Support created an article,
Manage Delinquent Customers with On Hold Status (January 27, 2022)
Many ServiceTrade users find that the status of their customers is a critical piece of information needed to run their service business effectively. For instance, if a customer account has not pai...
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- 2 followers
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- 1 vote
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ServiceTrade Support created an article,
Custom Descriptions for Quote Items; Additional File Extension Support (December 1, 2021)
Custom Descriptions for Quote Items One of ServiceTrade users' most frequent requests is for the ability to provide a custom description for line items. Recently we added the ability to edit th...
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- 1 follower
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ServiceTrade Support created an article,
Attachments, comments, and other details on services; reference numbers on records (November 3, 2021)
Attachments, comments, and other details on services Today’s release includes the ability to directly associate attachments, comments and other details to a particular service. This new service g...
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- 1 follower
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- 2 votes
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ServiceTrade Support created an article,
Custom Descriptions for Job Items; Sales Tax Groups Enhancements (September 22, 2021)
Custom Descriptions for Job Items One of ServiceTrade users' most frequent requests is for the ability to provide a custom description for line items. Recently we added the ability to edit the ...
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- 1 follower
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ServiceTrade Support created an article,
API improvements to support Sales Tax Groups on Items and Invoice Tags (September 08, 2021)
Sales Tax Groups provide ServiceTrade customers with the ability to individually manage sales tax rates, and move away from centrally managed tax rates. A sales tax group is a geographic area tha...
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- 1 follower
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ServiceTrade Support created an article,
Add Multiple Deficiencies to a Quote; Additional Charges on Service Contracts (August 2, 2021)
Add Multiple Deficiencies to a Quote One of ServiceTrade's key features is the ability to turn the deficiencies that your technicians discover into quotes that your customers can review and approve...
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- 1 follower
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ServiceTrade Support created an article,
Search Lists for Multiple Offices (June 29, 2021)
Search Lists for Multiple Offices With this release, it is now possible to search most lists in the web application for multiple offices in one single search. Previously, you could only search ...
- ServiceTrade Support
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- 1 follower
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