Asset and location history: The operational wisdom you’re already sitting on

ServiceTrade’s Smart Tech Prepare turns the job, asset, and location history already logged in ServiceTrade into a short prep note delivered before every visit, covering what happened last time, open deficiencies, and how to get onto the property. It surfaces pinned comments and links back to source records instead of leaving techs to dig through […]

When service agreements break, your sales break

ServiceTrade handles service agreement changes that contractors running other platforms have reported struggling with: asset swaps, PM schedule changes, and new agreement setup. Some contractors have reported that a single asset swap can break an entire agreement, cadence changes require a support ticket, and asset import has no self-serve path, all of which delay billing […]

Schedule for the business, not just the board: Introducing Stella Schedule

Stella Schedule is ServiceTrade’s AI scheduling agent that builds full-day schedules based on drive time, technician fit, workload, and SLA urgency, then hands them to schedulers for review. In early access, it lifted billable hours per shift by 20%, cut drive time by 30%, and increased SLAs met by 20%. Schedulers still approve, adjust, or […]

ServiceTrade launches the first native integration with Dynamics 365 Business Central

ServiceTrade is the only field service management software with a native integration to Microsoft Dynamics 365 Business Central. The integration connects through standard APIs and syncs customers, locations, contacts, approved invoices, credit memos, and approved timecards between both systems automatically, with no file exports and no manual reconciliation. It’s built for commercial service contractors running […]

Spring 2026 product roundup: Helping commercial contractors work smarter and scale faster

ServiceTrade’s Spring 2026 release adds AI-powered tools (Smart Tech Prepare, Smart Receipts), native ERP integrations with Vista and Microsoft Dynamics 365 Business Central, new Smart Insights dashboards for contracts and recurring revenue, faster SalesManager-to-service handoffs, and Tap to Pay mobile payments — helping commercial service contractors boost technician productivity, cut administrative work, and improve cash […]

Why slow field service invoicing is costing you cash flow

The job is done. The technician has moved on to the next one. But until the invoice is sent and paid, the revenue isn’t real. For commercial contractors, slow field service invoicing is one of the most preventable cash flow problems. And it almost never comes from accounting. It comes from missing information upstream. What […]

The field service KPIs that show where revenue gets stuck

Most contractors track field service management KPIs like jobs completed, total revenue, and backlog. Those numbers tell you what happened last month. They don’t show you where growth is slowing down right now.Growth problems for commercial contractors usually aren’t about demand. They’re about friction between selling and scheduling, between service and quoting, between completing work […]

Why scheduling is where profit gets lost

You can sell the right work at the right price and still lose margin before the job even starts. That’s where field service scheduling software makes the difference because without the right context at dispatch, even well-intentioned decisions become expensive ones.Scheduling is where your most valuable resource gets allocated: technician time. And once it’s spent […]

Beat the heat: The busy season playbook

The busy season for HVAC contractors brings a familiar chaos — phones ringing non-stop, emergency calls flooding in, and schedules packed beyond capacity. While many teams scramble to keep up, the industry’s top performers are handling this rush with remarkable efficiency. These leading HVAC companies complete 15% more work per technician, spend half as much […]

SalesManager – multi-site proposals : A smarter, faster way to win work across every location

If you sell service work to customers with multiple facilities, you know how complicated proposal management can get. Different locations, different scopes, different service levels… and usually a whole lot of manual effort just to keep everything straight. That’s why we’re excited to enable Multi-Site Proposals for all SalesManager customers, a powerful new way to […]