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.
Trusted by 1,300+ Happy Customers
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 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 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 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 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.
Simple Pricing
Office users are always free. Our subscription pricing lines up with your most valuable asset – technicians.
End-to-end Platform
Other ServiceTrade Features that Optimize Field Performance
Service Link
Online Quotes
The Latest
Resources for Great Customer Service
Do you have a “Papa John’s” sales pitch? They claim to have better ingredients, better pizza. Whether it’s true or
Several dozen books (at least) have been written about the Amazon phenomenon, and I could probably go on and on
Field Service Management Software
Get Started Today
See how ServiceTrade can improve your field service operations.
