ServiceTrade Overview

ServiceTrade enhances the workflow for commercial service contractors, particularly in HVAC and fire protection. It transforms field service management by organizing projects, services, and customer interactions. Users report smoother operations and increased profitability. One standout feature is its ability to boost revenue growth by 44% annually for commercial service contractors. The platform is designed for those managing complex service projects, ensuring technicians have the right tools and information. With over 1,300 contractors relying on ServiceTrade, it's a proven choice for businesses aiming to streamline operations and improve customer satisfaction.

Use Cases

Customers recommend Sales Document Management, Engagement Management, Rating And Review Management, as the business use cases that they have been most satisfied with while using ServiceTrade.

Other use cases:

  • Workflow Management
  • Social Media Analytics
  • Sending & Publishing Communications
  • Helpdesk Management
  • Lifetime Value Management
  • Contacts History
  • Competitive Intelligence
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Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using ServiceTrade.

Other priorities:

  • Enhance Customer Relationships
  • Improve Internal Communications
  • Improve Digital And Social Presence
  • Grow Market Share
  • Improve Efficiency
  • Improve Visibility
  • Build Brand Awareness
See all business priorities See less business priorities

ServiceTrade Use-Cases and Business Priorities: Customer Satisfaction Data

ServiceTrade's features include Recording, Dashboard, Alerts: Popups & Notifications, etc. and ServiceTrade support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also ServiceTrade analytics capabilities include Analytics, and Custom Reports.

Reviews

"...A toggle on the quote page to select to total all charges or leave the total off would be great...." Peer review by Josh, T & S Fire and Security

Peer review evidence (same sources as the product rating summary)

"...very smooth flow from quote to field...." Peer review by Gerald, VSC Fire & Security
"...Collect new service requests from customers in online forms that feed into ServiceTrade for followup...." ServiceTrade runs your service business with our web and mobile app
"...I love the fact that I can have my customers see online reviews & real time information..." Peer review by Amie F., Telecommunications

ServiceTrade, GorillaDesk, MobiWork Field Service Software, GoSpotCheck, FieldEZ, etc., all belong to a category of solutions that help Field Service Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

ServiceTrade streamlines scheduling and dispatching for commercial services. Customer satisfaction is improved, helping to win and retain clients.

Popular Business Setting

for ServiceTrade

Top Industries

  • Construction
  • Consumer Services
  • Mechanical or Industrial Engineering

Popular in

  • Small Business
  • Mid Market
  • Enterprise

ServiceTrade is popular in Construction, Consumer Services, and Mechanical Or Industrial Engineering and is widely used by Small Business, Mid Market, and Enterprise.

ServiceTrade Customer wins, Customer success stories, Case studies

What benefits does ServiceTrade offer for Sales Document Management?

How does ServiceTrade facilitate Engagement Management?

What solutions does ServiceTrade provide for Rating And Review Management?

How can ServiceTrade enhance your Workflow Management process?

11 buyers and buying teams have used Cuspera to assess how well ServiceTrade solved their Field Service Management needs. Cuspera uses 1329 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Field Service Management needs.

 

Commercial Contractors Boost Margins 25% and Work Orders 15% While Cutting Unplanned Calls by 27% With ServiceTrade | ServiceTrade

ServiceTrade's 2025 customer performance data reveals significant improvements for commercial contractors using its field service management platform. Contractors achieved a 25% increase in margins, ...a 15% rise in work orders, and a 27% reduction in unplanned calls. The platform's inspection-driven workflows facilitated $822 million in repair revenue and enhanced operational efficiency, demonstrating the effectiveness of ServiceTrade's AI-powered solutions in stabilizing margins and reducing emergency work.

Read on →
 

More than Software: How ServiceTrade Became Xtreme Fire??s Growth Partner

ServiceTrade has become a key growth partner for Xtreme Fire Protection by streamlining operations and enhancing efficiency. The partnership began with a smooth onboarding process, leading to operati...onal improvements like the "Technician Away" feature, which drastically reduced scheduling time. This collaboration has allowed Xtreme Fire to focus on strategic growth, increasing their technician count by 46% since 2024 and improving cost tracking for better profit margin insights.

Read on →
 

BlueHat Mechanical - Mechanical Or Industrial Engineering - Medium

Charlotte, USA

BlueHat Mechanical uses ServiceTrade to help technicians do better work. The software gives techs the tools and information they need. This helps them provide great customer service. ServiceTrade sup...ports field operations and improves job quality. BlueHat Mechanical relies on ServiceTrade to keep their team efficient and customers happy.

 

Nelbud - Mechanical Or Industrial Engineering - Medium

Indianapolis, USA

ServiceTrade helped Nelbud improve efficiency for both office staff and technicians. The cloud-based SaaS application made scheduling and dispatching easier. Technicians, schedulers, and owners saved... time and focused on important tasks. Nelbud’s team could work better and faster. The software supported their operations and helped them serve customers well.

 

Western Allied Mechanical - Mechanical Or Industrial Engineering - Medium

Menlo Park, USA

ServiceTrade helped Western Allied Mechanical cut quote delivery time by 50%. The company moved from manual PDFs and spreadsheets to a streamlined digital process. ServiceTrade's customer portal gave... clients instant access to records, reducing account manager workload. Invoices are now sent three times faster. The new system improved sales and client experience, especially for complex life science and biotech clients.

 

Comfort Systems USA - Construction - Very Large

Houston, USA

SalesManager helped Comfort Systems USA unify sales processes across many locations. Teams now use one platform for proposals and sales data, replacing disconnected tools. Sales reps create more accu...rate proposals and share better information with field technicians. Centralized data supports renewals and keeps teams aligned. Sales reps can now offer more relevant solutions and have clearer conversations with customers.

Announcing ServiceTrade Smart AI - Artificial Intelligence for Commercial Contractors

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Frequently Asked Questions(FAQ)

for ServiceTrade

What is ServiceTrade?

ServiceTrade is a SaaS application for commercial service contractors. Where the mobile and web applications are used by the contractors to streamline service operations, sell more services, and engage customers online to maximize revenue growth and satisfy customers.

It helps to remove the complexity of scheduling to make the techs more productive. Reacts to inbound service calls and provides techs a paperless view of each appointment. Customers approve online quotes and also monitor the performance of the business and find new opportunities to earn more and operate efficiently.

Some of its features include scheduling technicians’ appointments, Dispatching techs for emergency calls, Empowering techs with Mobile App, Built-in quoting, Online Customer Portal, Business analytics reporting and more.

What is ServiceTrade used for?

ServiceTrade is a Field Service Management Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Sales Document Management, Engagement Management and Rating And Review Management .

What are the top features of ServiceTrade?

Recording, Dashboard and Alerts: popups & Notifications are some of the top features of ServiceTrade.

Who uses ServiceTrade?

ServiceTrade is used by Construction, Consumer Services and Mechanical Or Industrial Engineering among other industries.

What are ServiceTrade alternatives?

GorillaDesk, MobiWork Field Service Software, GoSpotCheck and FieldEZ are popular alternatives for ServiceTrade.

Where is ServiceTrade located?

ServiceTrade is headquartered at 4601 Creekstone Drive, Suite 260, Durham, North Carolina 27703, US.
lightning

Peers used ServiceTrade for sales document management and engagement management

ServiceTrade Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.48/5

Read Reviews (22)
Custom Reports

4.14/5

Read Reviews (114)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.48/5

Read Reviews (22)
Custom Reports

4.14/5

Read Reviews (114)

Software Failure Risk Guidance

?

for ServiceTrade

Overall Risk Meter

Low Medium High

Top Failure Risks for ServiceTrade

ServiceTrade, Inc. News

Awards

ServiceTrade Earns Third Consecutive Platinum Bell Seal for Workplace Mental Health

ServiceTrade has earned the Bell Seal for Workplace Mental Health from Mental Health America, achieving Platinum-level recognition for the third consecutive year. This national certification evaluates employer policies across culture, benefits, compliance, and wellness. ServiceTrade emphasizes mental health through initiatives like free Headspace accounts and flexible paid time off. The company celebrated with a Recharge Day to prioritize employee well-being.

Product

ServiceTrade Launches Stella, AI Agents That Turn Operational Bottlenecks Into Revenue

ServiceTrade has launched Stella, a suite of AI agents integrated into its field service management platform to streamline operations for commercial service contractors. Stella includes features like Stella Quote, which speeds up deficiency quote turnaround, and Stella Schedule, which optimizes scheduling to maximize billable hours. These tools aim to reduce manual coordination and enhance revenue generation for contractors.

Product

ServiceTrade Launches Stella, AI Agents That Turn Operational Bottlenecks Into Revenue

ServiceTrade has launched Stella, a suite of AI agents designed to streamline operations for commercial service contractors. Stella integrates directly into ServiceTrade workflows, automating tasks like deficiency quoting and scheduling to enhance revenue and efficiency. Built on a proprietary data layer, Stella leverages 14 years of service history to provide context-specific solutions. Stella Quote and Stella Schedule are now available in early access.

Product

You Are What You Eat: AI Built for Commercial Service Contractors| ServiceTrade

ServiceTrade is set to launch Stella, a new AI suite designed for commercial service contractors. Stella automates key service lifecycle phases, enhancing efficiency and revenue for HVAC, fire protection, and mechanical contractors. The AI leverages 14 years of data to improve workflows, reduce quote turnaround times, and increase revenue. It is embedded in contractor workflows, offering domain-specific intelligence for real business outcomes.

ServiceTrade, Inc. Profile

Company Name

ServiceTrade, Inc.

Company Website

https://servicetrade.com/

HQ Location

4601 Creekstone Drive, Suite 260, Durham, North Carolina 27703, US

Employees

11-50

Social

Financials

PRIVATE