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Customer Portal for Contractors

Service Portal

Give customers a convenient online account to view service history, review and approve open quotes, and preview upcoming appointments.

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Improve Client Communications

Conduct customer communications digitally with ServiceTrade.

Share Crucial Reports

Deliver service and inspection reports in a customer portal.

Accept Online Payments

Speed up your sales and collections by taking payments and offering online quote approvals.

Client Communications

Online Customer Service Portal

Your Website. Your Brand.

The login and pages of Service Portal can be customized to match the design and user experience of your website. Service Portal is a WordPress plugin built and maintained by ServiceTrade.

Newly scheduled or completed jobs are added to Service Portal, so there’s always new information to keep them coming back for more.

Take a look at Service Portal in our demo account at

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Convenient Online Service Request

Simple web forms are an easy way for customers to request service. Requests are logged in your ServiceTrade account where dispatchers schedule the appointment and assign techs to do the work.

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Service History Available 24/7/365

Customers log in to Service Portal on your website to view every detail about their service history. Service Portal displays:

  • A summary of the service work completed
  • Documents, forms, photos, and videos you’ve chosen to share
  • Deficiencies (equipment issues) that were recorded during the service appointment
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Preview Scheduled Appointments

Upcoming appointments are listed so the customer can preview when you’ll be there and what you plan to do. Customers see that nothing slips through the cracks when they work with you.

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Open Quotes Are Easy to Find and Approve

Quotes you’ve sent to the customer are listed, so they know what open issues need resolution. Customers simply click the link to visit the online quote with see your estimate, photos or videos you’ve included, and the big green APPROVE button.

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Rich Media Paints the Picture

Customers access job documentation online instead of in time-consuming emails. You choose which photos, videos, paperwork, and forms from the job are available in the customer’s Service Portal account.

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Simple Pricing

Office users are always free. Our subscription pricing lines up with your most valuable asset – technicians.

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Other ServiceTrade Features that Improve Client Communications

Service Link

Send online after-service reports that earns profitable customer loyalty.

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Online Quotes

Turn repair quotes around faster and win more pull-through work.

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Get Started Today

See how ServiceTrade can improve your field service operations.