Software Innovation
ServiceTrade Summer 2023 Release
The Summer ’23 Release has you covered with everything you need to:
- Keep projects on budget
- Improve tech data accuracy
- Revolutionize your sales engine
Organize Project Operations
Automatically create budgets from quotes and track real-time financial progress to avoid cost overruns.
Add service-level attachments and comments and filter the job page to gain real-time, detailed visibility into project progress.
Change Orders: Easily create, track, and send change orders that automatically update your project budget to protect your margins.
Service Link New Look: Give your customers unmatched visibility to project progress to keep them happy.
Job Names: Assign custom names to your jobs for easy identification and management.
Updated Job Page: Enjoy the new, organized job page that helps you find the information you need faster.
Streamline Agreement Sales
Automatically sync customer and asset data between SalesManager and ServiceTrade to reduce data entry and errors.
Use industry-specific templates and pricing models to quickly create inspection agreement proposals and help you compete for and win higher-value work.
Other Upcoming Innovations
Customize your dashboard so you have quick visibility to your daily and weekly priorities to more easily manage your workload.
Improved layout with day, week, and month views along with enhanced job filtering so dispatchers can manage more jobs with fewer errors.
Give your technicians task checklists to complete on each asset so they always fulfill the service requirements.
Get Started Today
See how ServiceTrade can improve your field service operations.