FROM PROPOSAL TO RENEWAL: A UNIFIED SOLUTION FOR MANAGING THE FULL LIFECYCLE OF AN ASSET

SalesManager + ServiceTrade Integration Now Available

In commercial service, the handoff between sales and operations is often where momentum breaks down. That’s why we’re excited to announce a new integration between SalesManager and ServiceTrade, giving mechanical contractors a purpose-built solution for managing every stage of the asset lifecycle—from proposal to renewal.

With your entire operations under one platform, you can now streamline the transition from sold work to scheduled service—without duplicate data entry or delays.

Closing the Gap Between Sales and Service

Most mechanical contractors still operate with disconnected systems for estimating and service delivery. Sales teams build proposals in one system, while the operations team has to recreate that work in another. That often means:

• Re-entering customer, asset, or contract details manually

• Losing critical pricing, scope, or scheduling context
• Delays in getting work on the calendar
• Disconnected asset and service history

The result? Slower job starts, more room for error, and lost margin on what should be predictable recurring work.

A Connected Workflow, Purpose-Built for Mechanical Contractors

With this integration, approved proposals in SalesManager can now be pushed directly into ServiceTrade, automatically carrying over all the information your operations team needs to act—fast and accurately.

Here’s how it works:

• Sales teams build proposals in SalesManager using built-in pricing models tailored to equipment inventory.
• Once approved, those proposals can be exported into ServiceTrade in just a few clicks.
• All relevant customer, location, asset, contract, service, and invoice details are synced automatically.
• Tasking information from SalesManager is included—so you can apply the right maintenance schedules from day one.

Now you can operationalize every contract with accuracy and speed.

What It Unlocks

Together, SalesManager and ServiceTrade create a fully connected workflow for managing the full lifecycle of an asset.

• Faster service starts: Get recurring services on the calendar immediately after proposal approval.
• Accurate handoffs: Eliminate the risks of rework, confusion, or missing information.
• Margin protection: Ensure labor hours and tasking plans are aligned with what was scoped during the sales process.

This alignment ensures every part of your organization is working from the same source of truth—enabling faster delivery, better service, and more profitable contracts.

Who It’s For & How to Get Started

The integration is available to all SalesManager customers and ServiceTrade Premium or Enterprise customers. It’s ideal for contractors who:

• Manage recurring maintenance agreements
• Rely on structured, asset-based service proposals
• Want a faster, cleaner path from sales to service

To get started, reach out to an Account Manager or check out the Help Center article for more details and setup instructions.