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  1. ServiceTrade
  2. ServiceTrade for Office Staff
  3. My Account and Users

My Account and Users

  • Creating and Managing Users
  • Creating and Managing Offices
  • Creating and Managing Terms & Conditions
  • Managing Notifications
  • Managing Service Lines
  • Creating and Managing Tags
  • Salesperson Tracking
  • Quote and Invoice Visibility Levels
  • Using External IDs
  • Custom Branding
  • Creating and Managing Custom Roles
  • ServiceTrade Comment Types
  • Role Activities and Descriptions
  • What is Visible to Techs and Helpers on the Mobile App
  • Creating and Managing Regions
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