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Software Innovation

ServiceTrade Winter 2024 Release

The Winter 2024 Release is focused on ServiceTrade’s five platform functions:

  • Office Coordination
  • Technician Productivity
  • Customer Communication
  • Management Visibility
  • Sales Success

Office Coordination

Refreshed Dispatch Board

New Dispatch Board: Streamline your dispatch process with a redesigned board that simplifies technician scheduling and job prioritization.

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Refreshed Map Scheduler

New Map Scheduler: Reduce travel time with this map-based scheduling interface that helps you plan and optimize technician routes more efficiently.

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Automatically Create Purchase Orders

Unsourced Item Sync: Automatically sync unsourced items from ServiceTrade jobs to PartsLedger sales orders for efficient purchase order creation.

Direct Purchase for Sales Order: Eliminate manual entry by automatically generating purchase orders for needed but unordered parts.

Job-to-Invoice Enhancements

New Job List View Search Parameter: Quickly identify jobs ready for invoicing with a new search filter for completed but uninvoiced appointments.

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Technician Productivity

New InspectionManager Forms

Standard Forms Library Updates: Ensure your inspections are current with the latest NFPA-aligned forms in our updated library.

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Customer Communication

External Customer IDs on Invoices & Quotes

Enhance billing accuracy by incorporating external customer IDs on invoices and quotes.

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Location Assignments & Jurisdiction Breakouts for Sales Tax Groups

Accurately apply sales tax with precise location assignments and jurisdiction breakouts.

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Item Code Visibility Settings

Customize how item codes are displayed on invoices and meet your business and customer preferences.

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New Bulk Invoice Status Field

Streamline your invoicing process with the new Bulk Invoice Status Field, allowing for quick updates and better tracking of invoice stages.

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Management Visibility

New ServiceTrade Dashboard

Custom ServiceTrade Dashboard: Completely customizable by role so that you can keep what matters most front and center, this drag and drop dashboard offers quick visibility into your daily and weekly priorities to more easily manage your workload.

Platform Updates

A Simplified Login Process

Single Sign-On (SSO): A simplified login process across the entire ServiceTrade platform that’s faster, easier, and more secure.

Boost your security by integrating Corporate Identity Providers (CIP), starting with Microsoft Entra ID and soon extending to Google Workspace, coupled with additional support for Multi-factor Authentication (MFA) for an extra layer of protection.

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ServiceTrade Ideas

Share your product suggestions or feedback. It’s your direct line to influence ServiceTrade’s product roadmap and innovations.

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Other Upcoming Innovations

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See how ServiceTrade can improve your field service operations.

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