Client portal software
Give customers an easier way to manage service online
Your customers want answers without waiting on a phone call or email. ServiceTrade’s Service Portal gives them direct access to their own service information, including work history, asset details, upcoming visits, quotes awaiting approval, invoices, and documentation from completed jobs.
Trusted by 1,300+ happy customers
Customer self-service
Make every customer interaction easier
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.
Service portal features
Share updates, reports, quotes, and payments in one 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 AardvarkService.net.
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.
Service history available 24/7/365
Customers log in to client 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
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 in the client portal that nothing slips through the cracks when they work with you.
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.
Rich media paints the picture
Customers access job documentation in the client portal 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.
Give customers fewer reasons to call
Put service records, job updates, appointments, quotes, invoices, and asset history where customers can find them anytime.
ServiceTrade Features
Features that maximize performance
Streamline operations with intelligent scheduling, real-time job status visibility, and automated workflows that accelerate billing cycles, boost customer retention, and drive scalable growth.
Scheduling
Build smarter schedules and keep work moving
Dispatching
Send the right tech with the right details
Quoting
Turn service needs into accurate quotes fast
Invoicing
Get invoices out faster with cleaner job data
Job Management
Manage ever job from start to finish
Sales Management
Quote faster and turn more service agreements into revenue
Parts Management
Track parts, purchasing, and inventory in one place
Inspections
Capture inspection data and turn issues into action
Technician App
Give techs an easy app they’ll actually use in the field
Tech Timecards
Track labor accurately without payroll cleanup
Smart Assistants
Use AI agents to move work forward faster
Integrations
Connect your tools and keep data flowing
The latest
Resources for field service management teams
For commercial service contractors, it’s essential to find ways to improve efficiency and profits during this time of economic uncertainty
You know those signs on the back of dump trucks that say something like “Stay back 200 feet?” Those things
Customer satisfaction is the lifeblood of any HVAC contractor’s business. For those serving commercial clients, it is crucial to prioritize
Field service management software
Turn service visibility into customer loyalty
See how Service Portal gives customers secure access to the work you’ve done, the equipment you maintain, and the service details that keep their business running.
