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.

Don’t let the back-office tail wag the company dog

Wag The Dog All too often, as field service companies are considering new software, they base decisions on their historical software usage patterns and let the tail wag the dog.  Since accounting software is the primary, and often only, business application in use, companies search for ways to extend back-office capabilities to the front office and beyond.  This line of thinking is understandable, but flawed because it ignores the needs of the majority the organization including the:
  • Front Office – Your schedulers/dispatchers, service managers, etc.
  • Service Delivery – Your employees in the field who interact directly with your customers.
  • Customers & Prospects – I hope you know who they are…
Click the “Start Prezi” button below for a quick visual representation of the current mode of thinking about software I am referencing.  Click the right arrow button to continue the Prezi. Notice that little to no consideration is made for customers and prospects; the source of revenue. In addition, less functionality is desired for the considerably larger divisions of the organization that drive this revenue. I propose a slightly different, proportional perspective on technology selection wherein a stronger consideration is made for the needs of customers and prospects while the needs of the back office are met through loosely coupled integrations with existing systems to reduce double data entry. From this customer-centric perspective of a service contracting organization, software purchases have the potential to bring more than efficiency to the table.  Unlocked from the constraints imposed by the back office, applications can be used to generate inbound leads via brand evangelism, increase customer retention, and reduce customer price sensitivity. This software approach is what we call the Digital Wrap. Much like your physical truck wraps, the Digital Wrap is a low-cost marketing approach that requires no extra work on behalf of your company other than normal daily service activities. By thoughtfully engaging your customers on the internet in educational and informative ways, you can gain the benefits mentioned above.  For example, you can:
  • Create brand evangelism by delighting customers and soliciting online reviews that will drive traffic to your website.
  • Increase customer retention through trust built upon rich information such as pictures and videos of services performed.
  • Reduce price sensitivity through differentiation in quality of customer engagement and education of customer service needs with rich media.
Simply put, a digital wrap will lead to more inbound leads to the front office, and an overall increase in customer lifetime value through customer retention and the amount of work performed for each customer annually.  See here: When considering technology for your field service company, think about the needs throughout your organization, including those of your customers and prospects. Ultimately, applications that benefit your customers will help your company grow.  Check out our book The Digital Wrap: Get out of the truck and go online to own your customers to learn more about the Digital Wrap. Icons made by Freepik from www.flaticon.com is licensed by CC BY 3.0

Share this entry

The latest

Build your field service management knowledge

Frustrated man looking at this tablet

Why BuildOps’ mobile app keeps letting you down

ServiceTrade’s mobile app holds up in the field because it was built for commercial service work from the start, not

Most contractor data isn’t too messy for AI scheduling, it just needs sorting instead of a full overhaul. Stella is

Stella Schedule is ServiceTrade’s AI scheduling agent that builds full-day schedules based on drive time, technician fit, workload, and SLA