ServiceTrade Support

Articles

Recent activity by ServiceTrade Support

Sort by recent activity

Recent activity Votes

• 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...

  • Updated September 01, 2023 15:33
  • 1 follower
  • 0 comments
  • 0 votes

• 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 ...

  • Updated September 01, 2023 15:32
  • 1 follower
  • 0 comments
  • 0 votes

• 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...

  • Updated September 01, 2023 15:32
  • 1 follower
  • 0 comments
  • 0 votes

• 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...

  • Updated September 01, 2023 15:32
  • 1 follower
  • 0 comments
  • 2 votes

• 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 ...

  • Updated April 20, 2023 15:19
  • 1 follower
  • 0 comments
  • 0 votes

• API, Deficiency, and Recurring Invoice Improvements (June 3, 2021)

  API Improvements This release includes the following API changes and improvements: The service recurrence endpoint and contract rule endpoint can now be searched for all entities created or update...

  • Updated April 20, 2023 15:19
  • 1 follower
  • 0 comments
  • 0 votes

• 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...

  • Updated April 20, 2023 15:19
  • 1 follower
  • 0 comments
  • 0 votes

• 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...

  • Updated April 20, 2023 15:19
  • 1 follower
  • 0 comments
  • 0 votes

• 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...

  • Updated December 07, 2022 15:30
  • 2 followers
  • 0 comments
  • 1 vote

• Overview of Sales Tax Groups in ServiceTrade

  Sales Tax Groups provide ServiceTrade customers with the ability to individually manage sales tax rates and move away from centrally managed tax rates. This article will walk you through Sales Tax ...

  • Updated August 22, 2022 14:03
  • 2 followers
  • 0 comments
  • 0 votes