SERVICETRADE X TRIMBLE SPECTRUM
Connect Ops to Finance with Trimble Spectrum
Customers, sites, jobs, approved invoices, and approved timecards flow from ServiceTrade into Trimble Spectrum with the right cost center, GL routing, and tax class already attached — and Spectrum purchase orders flow back to the field, so techs see what’s been ordered before they show up on site.
See How it Works
How Data Moves
Customer and Site Records
Companies
AR Customers
Locations
WO Sites
Customer Address and Phone
AR Customer Address and Phone
Site Address and Phone
WO Site Address and Phone
Base Spectrum Configuration
Account Configuration
Spectrum Company Code
Customer Code Generation
AR Customer Code Range and Prefix Rules
WO Site Code Generation
WO Site ID Range and Prefix Rules
Job Numbering
Configurable
Job Prefix and Format Rules
Payment Terms
AR Terms
Tax Configuration
Sales Tax Codes (with optional state-based derivation)
Cost Center Setup
Cost Center Codes
Cost Center -> GL Account Map
Cost-Center-to-GL Routing
Cost Center -> Price Method Map
Cost-Center-to-Price-Method Routing
Job Type -> GL Account Map
Job-Type-to-GL Routing
Job Phase Template
Template Job (optional)
OH Batch Code
OH Batch Code (optional)
Library Items / Service Lines
PO Default Routing (for inbound POs)
Job Cost
Jobs
Spectrum Jobs
Job Phases (optional, from template)
Job Phases and Cost Types
OH Batch Code (optional)
Job OH Batch Code
Location Address
Job Mailing Address
Job Tags
Project Manager (parsed from tags)
Assigned Office
Job UDF1 (when enabled)
Job Type
Job Type or Contract Type
Accounts Receivable
Approved Invoices
Spectrum AR Invoices
Voided Invoices
AR Credit Memos
Invoice Tax Rate
Invoice Tax Code
Mixed-Sign Invoice Lines
Split into Positive and Negative AR Submissions
Invoice Posted / Failed Status
Spectrum AR Result
Job-from-Location Resolution
Configurable
Lookup via ST Location or ST Job
Reporting and Cost Coding
Service Lines
Cost Codes (on time entries)
Office / Branch
Department Code (on time entries)
Job Type
GL Account (configurable mapping)
Cost Centers
Spectrum Cost Center
Cost Centers
GL Account (via cost-center-to-GL map)
Cost Centers
Price Method Code (via cost-center-to-price-method map)
Technicians
Spectrum Employees
Job Phases (template-based)
Spectrum Job Phases and Cost Types
Location State
PR Work State Code
Location State
Tax Class Code
Procurement Visibility
Job Items
PO Detail Lines
Item Description
PO Item Description
Library Item (matched)
PO Item -> ST Library Item Lookup
Service Line (matched)
PO Item -> ST Service Line Lookup
Quantity Ordered
PO Quantity Ordered
Item Cost
PO Item Price
PO Reference
PO Number
Used-On Date
PO Order Date
Payroll Time Capture
Approved Labor Daylogs
Pre-Time Employee Import
Clock-In / Clock-Out Events
Pre-Time Employee Import
PTO, Holiday, Other Generic
Pre-Time Employee Import (Pay Type from label)
Technician (User)
Spectrum Employee Code
Job Service Line
Cost Code
Job Assigned Office
Department Code
Pay Rate
Hours Pay Rate
Weekly Catch-Up Run
Reconciliation of Past Week's Approved Time
Tangible Outcomes
Key Benefits of the ServiceTrade and Sage Intacct Integration
Customers and Sites, No Manual Entry
Add a customer or site in ServiceTrade, and it shows up in Spectrum automatically – so your field team and accounting stay in sync without double entry.
Jobs Land Coded for Cost Capture
Create a job in ServiceTrade, and Spectrum gets a matching job with the key codes already filled in — so you can track costs right away.
Invoices Post to AR Automatically
Approve an invoice in ServiceTrade, and it posts into Spectrum with the right job and accounting details — so AR isn’t re-entering the same data.
Approved Time Reaches Spectrum Payroll
Once time is approved, it goes to Spectrum payroll with the right employee and cost coding — so payroll can run without manual imports.
Purchase Orders Visible in the Field
POs made in Spectrum show up in ServiceTrade on the right job — so techs and PMs can see what’s been ordered (and what it costs) before they arrive.
Your Spectrum Setup Stays in Charge
Spectrum stays the source of truth for your financial setup — ServiceTrade uses your existing codes and rules instead of making you change how you run accounting.
FAQs
common questions
What data flows between ServiceTrade and Spectrum?
ServiceTrade syncs companies, locations, jobs, approved invoices, and approved timecards into Spectrum. Companies create AR Customers, locations create WO Sites, jobs create Spectrum Jobs with cost-center and tax coding, invoices post to AR, and timecards land as Pre-Time Employee Import entries. In the other direction, Spectrum purchase orders flow back to ServiceTrade as job items on the matching job — so field teams and accounting share one view of materials and costs.
How are customers and sites created in Spectrum?
When a new ServiceTrade company is added, the integration creates an AR Customer in Spectrum using your configured code range and prefix. New ServiceTrade locations create WO Sites tied to the matching AR Customer, with address and phone copied across. Both records are created once on first sync; ongoing changes are managed in their source system.
How are jobs created in Spectrum?
When a new job is created in ServiceTrade, the integration creates a Spectrum Job with customer code, WO site, cost center, price method, contract type, and tax class already assigned — following your configured job number format and prefix. If your team uses a template job, phases and cost types can be copied from the template onto the new job. An optional OH batch code can also be applied after creation for accounts that use them.
What happens to a voided invoice?
When an invoice is voided in ServiceTrade, the integration creates an offsetting credit memo in Spectrum AR automatically — so your AR ledger stays balanced without a manual reversal. If the original invoice was already voided or is already a credit memo, the integration recognizes it and skips re-processing.
Which timecards sync to Spectrum payroll?
Only timecards in the approved status flow to Spectrum. The integration handles three entry types: labor (with job, cost code, department, and pay rate), clock-in / clock-out events, and generic entries like PTO and Holiday. Each entry posts as a Pre-Time Employee Import record with the technician’s Spectrum Employee Code attached.
How does the integration handle missed timecards?
A dedicated weekly reconciliation flow re-processes the past week’s approved timecards. The flow checks an S3 store for existing sync records and skips any timecards already processed, so duplicates don’t slip through. This catches anything the real-time path may have missed due to timing issues, transient failures, or flow execution gaps.
How do Spectrum purchase orders show up in ServiceTrade?
When a PO is created in Spectrum, the integration matches the PO header to a ServiceTrade job (via custom objects on the PO) and posts each PO line as a job item on that job. Job items include the PO description, ordered quantity, item cost, vendor reference, and matched ServiceTrade library item and service line — so techs see what’s been ordered with the right cost coding already applied.
How does the integration handle errors and missing data?
Failed invoices update the ServiceTrade invoice status to failed and add a comment explaining what went wrong, so AR can fix the source record. Missing prerequisites — like a customer without a Spectrum external ID, an employee record that doesn’t exist in Spectrum, or a salesperson without a Spectrum ID on their ServiceTrade user — stop the affected record and trigger an email alert to the support contacts you configure during setup.
Can the integration match my Spectrum setup?
Yes. Your Spectrum financial structure drives the integration — not the other way around. Spectrum Company Code, AR Customer code ranges, WO Site ID ranges, job number formats, AR Terms, Sales Tax Codes, cost centers, cost-center-to-GL maps, cost-center-to-price-method maps, and job-type-to-GL maps are all read from Spectrum and applied automatically. Your implementation team tailors the configurable pieces (template job, OH batch code, UDF usage, ignored job types, multi-cost-center logic) to match your Spectrum setup during onboarding.
How does field activity show up in Spectrum cost reporting?
Service lines flow to cost codes on time entries, branches flow to department codes, cost centers route to GL accounts and price methods through your configured maps, technicians map to Spectrum employees, and location state flows to PR work state and tax class codes. Multi-cost-center accounts can configure jobs to be created per cost center, and template-based job phases can be copied onto new jobs automatically — so Spectrum cost reporting reflects how your field teams actually operate.
How is this different from a custom file import?
The integration is event-driven and built on the AppXchange (Trimble Connected Community) platform — the same trusted middleware Spectrum customers already rely on. When data changes in either system, the change flows in seconds to minutes, not overnight. There are no manual files to upload, no scheduled imports to babysit, and no batch failures buried in a folder somewhere — failures surface where your team can act on them.