AI Assistants
Smart Assistants for Commercial Field Service
Smart Assistants are built-in AI tools that help teams capture field information faster, turn service work into a clear, compelling story for customers, and surface the context needed to understand their operational data—so they can move faster, deliver a better customer experience, and uncover more opportunities to grow the business.
Smart Assistants for Commercial Contractors
AI Tools That Help Commercial Service Teams Move Faster
Smart Assistants reduce the manual work that slows commercial service teams down — from asset data entry in the field to operational reporting in the office. Each assistant is purpose-built for a specific task inside ServiceTrade, so your team gets help exactly where they need it.
Smart Tech Prepare
AI that prepares your techs before they arrive.
Smart Tech Prepare turns your ServiceTrade history into job-ready prep in seconds. Before a tech rolls, they get a concise summary of the job, site access details, asset history, prior deficiencies, and service context, so they show up prepared and can start work without calling the office or digging through scattered notes. Less hunting. Fewer callbacks. More billable hours per tech, without adding headcount.
Smart Insights
Get more from your operational data.
Ask questions in plain language and get clear, visual answers from your operational data, making it easier to spot trends, understand performance, and know where to act next.
Smart Comment
Turn field notes into customer-ready comments.
Turn rough technician notes into clear, professional service comments that help your customers understand what happened, why it matters, and what comes next.
Smart Summary
Pull the full job story together.
Create a clear, complete job summary from service details, notes, and history inside the Service Link workflow, so your team can quickly share the full story after the work is done.
Smart Scan
Capture asset details in seconds.
Capture make, model, and serial information from a nameplate photo in the ServiceTrade Mobile App, so technicians can create and find assets faster with less manual entry.
Smart Receipts
Turn receipt photos into draft purchase orders.
ServiceTrade Smart Receipts turns a receipt photo into a catalog-matched draft purchase order in seconds, so technicians review instead of retyping. Every line is confirmed by a human before posting, reducing errors and AP clean-up.
How Smart Assistants Help Commercial Service Teams Move Faster
Testimonial
“What used to take me hours of building reports from scratch in our old system, I can now get answers to in minutes with the AI querying. Instead of spending my time on manual report creation, I can focus on actually analyzing the data and making business decisions.”
— Cassie Bruscell, Fire Protection Services LLC
Stella
Stella AI Agents plan, coordinate, and execute core tasks across the service lifecycle — from building ready-to-review quotes to coordinating dispatch-ready schedules. Powered by Trade Intelligence, Stella eliminates busywork and moves the work that drives revenue.
Trade Intelligence
Because they’re powered by Trade Intelligence, ServiceTrade’s intelligence layer built on 14 years of real commercial service history, Smart Assistants deliver assistance grounded in how the work actually gets done, not generic assumptions about it.
FAQs
Common Questions
What is a Smart Assistant?
A Smart Assistant is a built-in assistive AI tool inside ServiceTrade that helps your team complete everyday service work faster. Smart Assistants can capture asset details, clean up technician notes, summarize job history, draft customer-ready communication, and surface insights from your operational data.
How are Smart Assistants different from ServiceTrade’s Stella Agents?
Smart Assistants support your team in the moment by helping with specific tasks like summarizing, drafting, scanning, and answering questions from your data. Stella Agents are designed to take action across larger, multi-step workflows. Smart Assistants help your team work faster. Stella Agents help move routine work from task to outcome.
Where do Smart Assistants work?
Smart Assistants are built directly into ServiceTrade workflows, including the ServiceTrade Mobile App, Service Link, job records, asset records, customer communication, and reporting experiences. Your team does not need to switch systems or copy information into outside AI tools.
What can Smart Assistants help my team do?
Smart Assistants help your team reduce manual work, improve documentation, communicate more clearly with customers, and get more useful insight from service data. They help technicians capture information faster, office teams pull the job story together, and leaders understand what is happening across the business.
How do I get started with Smart Assistants?
Request a demo to see how Smart Assistants work inside ServiceTrade workflows and help your team capture information faster, communicate more clearly, and get more value from your service data.
Are Smart Assistants built into ServiceTrade?
Yes. For customers on our Premium and Enterprise plan, Smart Assistants are built directly into ServiceTrade, so your team can use AI in the same workflows they already use to document jobs, communicate with customers, manage assets, and understand operational data.