ServiceTrade

Enhances efficiency through streamlined scheduling and dispatching tasks.

Enhances technician productivity with mobile access and streamlined inspections.

Enhances customer engagement through streamlined communication channels.

Gain Insight Into Operations And Projects With Comprehensive Analytics.

Boost sales performance with effective proposal and pipeline management.

Streamline fire and life safety inspections with code-compliant digital solutions.

Enhance efficiency in parts management to protect margins and streamline operations.

Growth Stage Field Service Contractors

Mid-sized field-service contractors seeking end-to-end operations in North America.

Geography: North America

How we help: Unified field service platform to streamline dispatch, client communication, and analytics for growing contractors.

Fire And Life Safety Inspectors And Contractors

Fire and life-safety inspectors and contractors needing code-compliant inspections and deficiency management.

Geography: North America

How we help: Digitized inspections and deficiency management for safer, compliant projects.

Building And Facility Service Providers

Mid-market facilities managers seeking cross-site project visibility.

Geography: North America, Europe

How we help: Centralized analytics and project coordination to scale multi-site operations.

Parts Driven Service Providers

Parts-driven service providers focusing on margins through parts forecasting and purchasing.

Geography: North America

How we help: Optimizes parts planning and purchasing to protect margins while enabling service teams.

Capabilities to schedule, dispatch, mobilize technicians, and manage on-site service operations.

Products: Field Efficiency, Office Coordination

Digital inspection capture, code‑compliant forms, deficiency tracking, and online reporting for compliance and risk reduction.

Products: Inspections Software, Field Efficiency

Parts forecasting, procurement, cost and usage tracking to control margins and ensure parts availability.

Products: PartsManager, Office Coordination

Quotation, CRM, contract lifecycle, pricing and margin management to convert opportunities and manage recurring service agreements.

Products: Sales Manager

Customer‑facing portals and direct service links for appointment updates, reports, and transactional communication.

Products: Client Communication

Analytics, dashboards, and project management for visibility into performance, utilization, and project outcomes.

Products: Management Visibility, Field Efficiency, PartsManager

Office Coordination

Office Coordination is a module of ServiceTrade that streamlines office scheduling, dispatch, and parts coordination to improve day-to-day operations.

• Streamlines Dispatching
  Improves response time and resource allocation by efficiently routing field technicians.
• Optimizes Scheduling Process
  Facilitates effective planning and management of appointments to boost operational efficiency.
• Facilitates Parts Coordination
  Ensures technicians have the necessary parts available, reducing delays in service delivery.

Field Efficiency

Field Efficiency is a product suite that boosts field technician productivity with a mobile app, inspections software, and timecard capabilities.

• Enable On-The-Go Access
  Provides field technicians with real-time access to job details and client information for improved responsiveness and efficiency.
• Streamline Inspection Processes
  Enhance efficiency in capturing and managing inspection data digitally, ensuring compliance and accuracy in reporting.
• Simplify Time Tracking
  Facilitates easy submission and tracking of work hours for accurate payroll processing and labor management.
• Improve Field Performance Insights
  Utilizes data analytics to track performance metrics and improve overall field efficiency.

Client Communication

Client Communication enables client-facing interactions via a customer portal and a direct service link to streamline service communications.

• Facilitates Quick Access
  The customer portal allows clients to easily view and manage service details, enhancing engagement and satisfaction.
• Provides Direct Support
  The customer service link enables seamless communication for instant support, ensuring that client issues are addressed promptly.

Management Visibility

Management Visibility provides analytics and project management tools to give contractors clear visibility into operations and projects.

• Drive Data-Driven Decisions
  Utilize advanced analytics to track key performance indicators, enabling informed decision-making and optimizing business operations.
• Streamline Project Tracking
  Employ project management capabilities to oversee project timelines, resources, and deliverables, ensuring efficient execution and management.

Sales Manager

Sales Manager is a service sales and quoting platform with a CRM, quoting tools, and contract and pipeline management.

• Track Sales Opportunities
  Monitor and manage your sales pipeline efficiently to identify and convert down sales opportunities.
• Manage Customer Relationships
  Utilize a dedicated CRM to manage contacts, communications, and sales activities efficiently.
• Manage Service Agreements Effectively
  Keep track of service agreements through a dedicated management system that simplifies managing contracts.
• Generate Accurate Quotes
  Utilize robust quoting tools to create detailed and accurate proposals quickly and easily.
• Set Profit Margins
  Define margin targets for each quote to ensure profitability while remaining competitive.
• Sign Contracts Online
  Facilitate fast contract approvals with online signature capabilities, streamlining the process.
• Create Professional Proposals
  Utilize customized templates to enhance brand visibility and professionalism in your proposals.
• Create Flexible Quotes
  Develop quotes based on various pricing models to adapt to different customer needs and scenarios.

Inspections Software

Inspections software enables code-compliant fire and life safety inspections with digital inspections, code-compliant forms, mobile inspection forms, online reports, and deficiency management.

• Ensure Code Compliance
  Utilizing code-compliant forms helps maintain compliance with local regulations, ensuring safety and legal adherence in inspections.
• Streamline Inspection Processes
  Enhance the efficiency and accuracy of inspections by enabling field agents to complete them digitally.
• Enable Inspection On-the-Go
  Allow technicians to complete inspections directly from the field, enhancing productivity and reducing paperwork.
• Instant Report Access
  Quickly generate and access inspection reports online, improving communication with clients and stakeholders.
• Capture Inspection Issues
  Help technicians and management keep track of issues that need attention, enhancing accountability and follow-up actions.
• Generate Detailed Reports
  Produce comprehensive reports that summarize deficiencies, providing valuable insights for planning corrective actions.

PartsManager

PartsManager is a parts management software that helps find, forecast, purchase, and track the use and cost of parts to protect margins.

• Increase Operational Efficiency
  Streamline operations by improving how you manage parts, leading to faster service delivery.
• Optimize Inventory Levels
  Reduce excess inventory costs by accurately forecasting parts requirements.
• Track Costs Effectively
  Gain insights into your spending on parts, allowing for better budgeting and financial planning.
• Easily Purchase Parts
  Ensure timely availability of parts through streamlined purchasing processes.
• Streamline Billing Processes
  Enhance cash flow management by automating the billing of parts used during service calls.
• Monitor Part Utilization
  Gain visibility into how frequently parts are used to make better purchasing decisions.