Running a commercial service business requires coordination across quoting, sales, operations, and finance—and the ability to keep work moving smoothly from one step to the next.
This latest set of updates is focused on strengthening that flow—enhancing how teams manage work across the lifecycle so they can operate with greater speed, clarity, and confidence, and turn more opportunities into completed, billable work.
Introducing SalesManager for Fire
Coordinating the transition from proposal to sold to scheduled is where many teams lose time, introduce pricing errors, and create downstream cleanup.
SalesManager for Fire is purpose-built to eliminate that complexity—bringing pricing, proposals, and handoff into a single, unified workflow. With pricing logic, compliance requirements, and operational context embedded directly into the process, every proposal is built with consistency and accuracy from the start.
Instead of re-entering information across systems or fixing issues after the deal is won, teams can move faster and with greater confidence—delivering proposals in a fraction of the time, protecting margins, and ensuring what’s sold flows cleanly into ServiceTrade for execution.
The result is a faster, more predictable path from opportunity to completed work, without the friction that slows teams down.
What SalesManager enables:
- Accelerate quote-to-cash cycles by moving from proposal to execution without delays or rework
- Protect margins at the source by eliminating pricing errors and inconsistent quoting practices
- Scale sales output without adding headcount by reducing manual effort and enabling faster proposal creation
- Standardize proposals across your business so every quote is accurate, compliant, and consistent
- Eliminate post-sale cleanup with structured data that flows directly into operations
- Align sales and operations around a single system of record, so work moves forward without breakdowns
👉 Learn more about SalesManager for Fire
Strengthen control across integrations and financial workflows
Financial workflows depend on accurate, reliable data moving across systems—and the ability to maintain clarity and control as that data flows.
These enhancements make it easier to monitor integrations, manage mappings, and maintain alignment across financial systems—so teams can operate with greater visibility, consistency, and confidence.
What’s new:
- Integration Sync Log (for Sage Intacct users) — Clear visibility into sync activity, errors, and retry paths, so teams can quickly understand what happened, take action, and keep financial data moving without delays
- GL Self-Serve Account Mapping (for Sage Intacct users) — Finance-owned control over mappings with built-in validation, versioning, and rollback, so teams can make updates confidently without waiting on support or engineering
- Vista Integration — A more reliable, productized sync that replaces fragile workflows with structured processing, clearer error handling, and more predictable outcomes
- OAuth2 API for integrations — More secure, modern authentication for system connections, making it easier to manage access, rotate credentials, and meet evolving security standards
What this enables:
- Resolve issues as they happen—without waiting on support or piecing together what went wrong
- Stop reconciliation work before it starts by catching and correcting errors upstream
- Operate with audit-ready data backed by clear traceability and built-in controls
- Keep data flowing cleanly across systems so every workflow stays aligned and on track
Deliver clearer insights and more reliable customer communication
Strong operational performance depends on both visibility into what’s happening—and confidence that customer communication reflects the quality of your business.
With enhanced insights and more dependable communication, teams can stay closely connected to performance while ensuring every interaction is consistent, professional, and aligned with their brand.
What’s new:
- ServiceTrade Review Dashboard (Insights) — A centralized view of performance trends and key signals, making it easier to monitor the business without manual reporting
- White Label Emails — Send customer-facing emails from your own domain to improve deliverability and maintain brand consistency
- Smart Receipts (PartsManager) — a new Smart Assistant for a fast, simple way to turn photos of parts receipts into catalog-matched POs
- Job Detail Updates — help teams manage schedules and job information with faster loading, at-a-glance layouts for key fields, and simplified multi-day appointment creation.
What this enables:
- Faster visibility into performance without building spreadsheets or one-off reports
- Easier sharing of insights across teams to support better decisions
- Higher deliverability for critical customer communications
- Stronger, more consistent brand experience across every interaction
- Less operational overhead from resends, follow-ups, and communication gaps
Ready to move faster?
👉 Book a demo to see these capabilities in action across your business.
