Unlock Productivity in Every Department
ServiceTrade helps commercial HVAC, mechanical, and fire contractors grow profits by streamlining operations and controlling the chaos of on-demand work. With features like Office Coordination, Field Technician Productivity, Management Visibility, Sales Success, and Client Communication, it reduces administrative costs, boosts technician revenue, and strengthens client retention to maximize margins.
ServiceTrade Empowers Field Service Businesses Like Yours
Years of Experience
Assets Managed
Glowing Client Reviews
ServiceTrade Sales Manager
Earn More High-Value Service Agreements
ServiceTrade’s Sales Manager streamlines the commercial sales process, helping you secure more profitable service agreements. Create detailed, professional proposals using customizable pricing models, set profit margin goals, and conduct equipment audits with a mobile app. The Sales Manager CRM dashboard tracks sales progress and simplifies workflows, moving prospects from initial contact to signed contracts.
Key Features
Pre-built pricing models for accurate contract proposals
Real-time tracking of sales performance and goals
Customizable proposal templates for professional delivery
Sales KPIs, including volume, activity, and labor projections
“It allows to have all the information we would have in our head – on a phone. ServiceTrade has made it much easier for us to measure what’s going on out in the field.”
After replacing outdated worflows with ServiceTrade, Blue Hat enhanced customer communication and strengthened its competitive edge. Technicians now receive clear instructions, complete digital work acknowledgments, and enable faster invoicing.
ServiceTrade Parts Manager
Coordinate Parts Operations to Save Time and Money
ServiceTrade’s Parts Manager gives your technicians the tools to manage purchase orders and track parts availability, eliminating wasted time and preventing costly errors in parts and labor tracking.
Key Benefits
Empower technicians to issue purchase orders and track receipts via a mobile app
Ensure parts are available for every project and work order before scheduling
Pull accurate parts and costs directly from work orders for precise invoicing
Track parts availability and pricing to avoid delays and wasted time
Receive notifications when parts are ready, ensuring technicians are scheduled efficiently
“We provided 90,000 services in the past year to our 38,000 customer locations and that could not be done as efficiently and as profitable as we have been able to do it without ServiceTrade.”
Guardian Fire Protection replaced four separate programs with ServiceTrade’s fire protection software, improving access to customer info. Within months, Guardian saw efficiencies they never imagined.
ServiceTrade Inspection Manager
Manage Risk And Streamline Inspection Operations
Inspection Manager helps fire protection contractors reduce risk, streamline inspections, and increase revenue. It ensures accurate inspections with NFPA-compliant forms, a secure digital paper trail, and faster workflows that eliminate double data entry and lost paperwork. Contractors can deliver professional inspection reports to impress clients and uncover more opportunities for repair work.
Key Benefits
Limit liability with accurate inspections and a secure digital trail
Speed up inspections with efficient, easy-to-use digital forms
Eliminate lost paperwork and costly reinspections
Identify more deficiencies to quote and win more repair jobs
Retain high-value clients with professional, convenient reports
Fire Protection
Perform inspections, manage deficiencies, increase repair revenue, inform clients, and reduce liability.
Refrigeration
Monitor refrigerant usage and provide technicians with safety and compliance task lists.
Electrical
Dispatch work efficiently, manage job costing, and track asset service history across multiple locations.
Commercial HVAC
Organize recurring and dispatch work while maintaining a detailed asset service history.
Mechanical Service
Manage maintenance and projects, boost pull-through revenue, sell agreements, and keep clients informed.
Kitchen Exhaust Cleaning
Optimize schedules and routes while storing and sharing before-and-after photos.
Software Built for Commercial and Industrial Contractors
ServiceTrade supports a wide range of industries with tailored solutions that improve operations, increase revenue, and enhance customer relationships, empowering contractors to deliver better service and operate efficiently.
2-Way Data Flow with Your Accounting System
Sage Integration
Enjoy native integrations between ServiceTrade and Sage Intacct, Sage 100 Contractor, and Sage 300 CRE. Integrating with your Sage solution allows you to sync AR invoices and time entry. Parts Manager also syncs purchase orders, vendors, and inventory transactions.
Acumatica Integration
Connect your Acumatica ERP with ServiceTrade for a seamless 2-way data flow for customers, customer locations, service jobs and AR invoices. Additionally, sync inventory transactions, vendors, and AP bills with ServiceTrade Parts Manager.
Is ServiceTrade the Right Tool for Your Commercial Contractor Business?
ServiceTrade simplifies operations for commercial contractors. With features for inspections, dispatching, invoicing, and client communication, it’s designed to empower contractors to deliver exceptional service and achieve measurable results.
Are you looking to streamline your field operations and reduce inefficiencies?
Do you want to enhance customer communication and boost client retention?
Do you want to simplify how your team manages tools and resources?
Beat Competitors with Software Designed for Field Services
Submit the contact form to get more information or schedule a live demo of ServiceTrade.