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INTRODUCING STELLA

Eliminate busywork, apply institutional knowledge instantly, and move work that drives revenue.

AI-powered field service management for commercial contractors—maximize technician performance, streamline operations, and deliver digital-first customer experiences.

Manage parts purchasing and inventory across trucks and warehouses—connect parts to jobs so techs have what they need and billing stays accurate and on time.

Unified mobile inspections that streamline inspection workflows, generate compliance-ready reports, and turn findings into actionable deficiencies and repairs.

Purpose-built estimating and proposal automation for commercial service contractors—quote faster, standardize pricing, and connect cleanly from sale to service.

ServiceTrade AI

ServiceTrade AI helps field and office teams work faster by turning job data into insights opportunities, spotting issues early, and automating next steps.

Integrations

ServiceTrade Integrations connect your ERP, accounting, and other tools to reduce double entry, speed up billing, and keep data consistent across field and office teams.

The Trades Enter the Agent Era: Introducing Stella AI Agents

Commercial service contractors do not lose revenue because of lack of work. They lose revenue when work gets stuck.

Quotes sit in backlog. Schedules get rebuilt by hand. Asset history lives in too many places. Critical decisions depend on the people who happen to know what happened last time. And every delay between identified job, scheduled service, and cash collection creates operational drag that limits growth.

For more than a decade, ServiceTrade has helped commercial service contractors overcome these challenges and scale by improving technician productivity, streamlining operations, and delivering customer experiences that win and retain business.

Now we are taking that commitment even further as we introduce Stella — ServiceTrade’s agentic workflows that end the costly operational drag, taking action immediately based on Trade Intelligence, and clearing the path to scalable growth.

Eliminating Quote Backlog

Imagine that a team doing 30 quotes a week at $2,000 each, with a 15-day turnaround, generates $1.25 million a year. Solid — but leave money on the table.

Switch to same-day turnaround and that number climbs to $1.6 million, because faster quotes drive higher approval rates. That's $415,000 from speed alone.

Then there's capacity.

Remove the bottleneck and that same team can handle 45 quotes a week instead of 30 — adding another $830,000 in revenue.

Together, that's $1.24 million in new revenue on top of what they were already generating.

Speed unlocks it. Capacity scales it. That's where Stella comes in.

AI is not new to ServiceTrade. Thousands of commercial service teams already experience the value of our Smart Assistants, built-in AI tools that capture field information 6x faster and turn service work into a clear, compelling story for customers.

AI buzz is everywhere. Software companies are under pressure to launch. But in commercial service, slapping an AI label on existing features, or relying on generic AI disconnected from real field service workflows does not solve the operational problems contractors face every day.

Contractors need AI that uses real job, asset, and service history, and that works inside the workflows teams already depend on, and helps improve the speed, accuracy, and consistency of revenue-critical work.

That is what Stella is built to deliver.

What’s an AI agent?

An AI agent is software that can plan, coordinate, and carry out multi-step work — not just generate an answer. Unlike a chatbot that hands a suggestion back to a person, an AI agent operates inside a workflow, applies context, and moves the task forward. Stella Agents are grounded in your operational data, bounded by guardrails, and reviewed by a person before anything is finalized.

Put busywork on autopilot

In commercial service, operational drag builds fast. When teams manually build quotes, coordinate schedules, search asset history, validate details, and chase next steps, they are not just losing time. They are losing capacity. And when capacity is limited, every hour spent managing process is an hour not spent serving customers, closing work, or improving performance.

Soon backlogs grow, revenue stalls, opportunities get stuck, and teams burn out.

Stella Agents automate routine service workflows directly inside ServiceTrade so teams can capture more revenue.

Instead of relying on people to piece together inputs, chase down context, and manually push tasks from one stage to the next, Stella prepares the work in advance so teams can review, refine, and accept an action.

Work no longer has to start from scratch. Quotes get out the door faster. Jobs get scheduled sooner. Technician time is used more productively, and more opportunities convert before they lose momentum.

Operational wisdom, applied instantly

The best commercial service businesses run on experience. They know which jobs are urgent, which technicians are best for certain work, and which asset history matters. They know how to protect margin and avoid preventable mistakes.

But too often, that wisdom is trapped in people’s heads.

Teams slow down while they track down answers, double-check assumptions, or rely on memory to fill in gaps. Individuals become single points of failure. New hires take longer to ramp, and when key people leave, hard-won knowledge leaves with them.

Stella Agents carry context across every job so teams can make smarter decisions that improve service execution and protect margin.

Over time, Stella becomes even more aligned with how the business actually runs. It learns from operational data, decisions, and outcomes, steadily improving how work is prepared and advanced.

The result is a more consistent operating model: faster decisions, better execution, and a system where every job benefits from what the organization already knows.

And because execution in commercial service requires trust, Stella is built with validation layers, guardrails, and human review, so teams can move faster without giving up control.

Clear the path to scalable growth

Growth in commercial service is not just about adding more customers, more technicians, or more back-office staff. It is about increasing the amount of profitable work the business can complete.

That requires more than generic automation. It requires intelligence that can prioritize the steps that lead to the greatest impact on revenue.

Stella combines a commercial contractor’s operational context with ServiceTrade’s proprietary data intelligence layer of 14 years of commercial service data and 48 million tracked assets, Trade Intelligence, to help prioritize and advance the work with the greatest impact on throughput, utilization, and revenue.

That means AI trained on domain-specific data: job history, asset records, deficiency reports, and service contracts — not generic internet content. It also means AI that can be measured against real business outcomes: quotes going out faster, approval rates improving, margins staying protected, and technician time being reclaimed.

Stella unlocks capacity trapped in operational bottlenecks and backlogs so teams can better serve customers and build a stronger foundation for growth.

This is the dividing line between AI that produces outputs and AI that improves performance.

The first Stella Agents: Stella Quote and Stella Schedule

Stella Quote

Deficiency quoting is one of the clearest examples of how operational drag can turn into missed revenue. Technicians identify work in the field. The business has an opportunity to convert that demand into profitable service revenue.

But then the quote has to be built.

Stella Quote reduces quote turnaround time from days to minutes~~,~~ and increasing approval rates—resulting in millions of dollars of increased revenue.

Where basic AI stops at summaries and suggestions, Stella Quote immediately generates multi-deficiency quotes for human review with the right asset history, parts, labor, scope, and service standards built-in.

No more quotes sitting in a backlog. No more lost momentum, and no more revenue delayed or missed.

Early access user Ashley Rude, service manager at Envelop Group, a full-service, multidivisional firm specializing in custom facility technologies, including building automation, HVAC, and fire/life safety systems, shared their experience:

“We’re excited about the AI capabilities ServiceTrade is building, especially addressing areas like deficiency quoting that can create bottlenecks as volume increases. Instead of rebuilding scope or relying on memory and manual workarounds, Stella can help take a lot of the repetitive work off the team, create a more consistent starting point and speed up turnaround. This can allow us to move work forward faster and convert more of it.”

Stella Schedule

A schedule is not just a calendar; it’s also a capacity plan. It determines how efficiently technician hours are used, how quickly customers are served, how much work gets completed, and how much revenue the business can deliver.

It is an understatement to say commercial service scheduling is complex.

Dispatchers have to consider technician skills, certifications, location, availability, job requirements, travel time, SLAs, customer expectations, emergency work, and shifting priorities. And when one thing changes, someone usually has to rework the board manually.

Where other tools fill time slots and leave dispatchers to rework the board, Stella Schedule builds schedules around business priorities, matching the right tech to the right job to improve technician utilization, increase billable hours per shift, and support smarter planning from day-of dispatch to long-term capacity.

For business owners and operations leaders, that matters because technician time is one of the most constrained and valuable resources in the business. Every hour matters and Stella makes those hours count.

How Stella is different

Most AI tools in service operations sit outside the workflow and offer suggestions that still require someone to do the work. Stella is built differently.

Grounded in Trade Intelligence

Stella is powered by ServiceTrade’s Trade Intelligence—over a decade of commercial service data across millions of assets. Outputs are not generic—they reflect how field service work actually gets done, making them accurate, explainable, and relevant.

Built for execution inside the workflow

Stella does not just point at the next step. It helps prepare the work so teams can move faster from one stage to the next, whether that means turning a deficiency into a quote, matching work to the right technician, or reducing the manual follow-through that slows revenue down.

Reliable, with guardrails built in

Validation layers, business rules, and human review ensure outputs are consistent, controlled, and ready to use—without requiring teams to fix them after the fact.

No integration required Stella lives inside ServiceTrade — not alongside it. There’s no second platform to manage, no sync to monitor, and no second vendor to call when something breaks. Quoting, scheduling, deficiency management, and AI all run in one system, with one source of truth. For teams evaluating two-platform solutions, that’s not a minor convenience. It’s a structural difference.

The Stella suite is here — and it’s just getting started.

Stella is ServiceTrade’s suite of AI agents built to eliminate busywork, apply institutional knowledge instantly, and keep revenue-driving work moving across the entire service lifecycle — powered by Trade Intelligence, so every agent takes action, not just suggestions.

  • Stella Quote — get proposals out faster and generate more approved quotes
  • Stella Schedule — fit more jobs into every day and capture more billable hours
  • Stella Invoice — bill completed work faster and recognize revenue sooner
  • Stella Collect — put collections on autopilot and close balances faster
  • Stella Sell — coordinate follow-up and close deals faster
  • Stella Service — surface critical job details and expedite the technician experience

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