Data export available on request
"Where applicable, we will provide the information in a portable, machine-readable, readily-usable format."
Confidence: high
Source
ServiceTrade
by ServiceTrade Inc.
Win and retain commercial service customers
Highlights
Capabilities
Trust
Media
servicetrade.com
About This Product
Commercial service contractor software specializing in HVAC and fire protection, with deep deficiency tracking, customer-facing service portals, photo documentation, and service agreement management built on 30+ years of estimating expertise.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
AI Approach
AI-Enhanced
AI supplements traditional workflows. AI augments specific tasks within an otherwise traditional product. Useful, but not the primary reason to buy.
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Primary policy document: https://servicetrade.com/privacy-policy
FSH Score Breakdown
Ease of Use 6.0
Features 6.8
Support 5.0
Value 4.0
Integrations 8.0
AI Capabilities 5.0
Customer Reviews
Features
53 features confirmed across
14categories· Showing confirmed capabilities only
Scheduling & Dispatch7features
DispatchingDispatchingSchedulingSchedulingWork OrdersService and job trackingProject ManagementProject managementScheduling OptimizationIntelligent schedulingSubcontract ManagementSubcontract work managementJob VisibilityReal-time job status visibility
Reporting & Analytics7features
AnalyticsBusiness Intelligence DashboardsReportingCompliance reportingCustomer Profitability TrackingProfitability trackingAutomated Dashboards and System Status ReportsAutomated reporting and scheduled reportsReal Time Performance MonitoringReal-time performance monitoringJob Productivity and Labor TrackingReporting ForecastingParts Forecasting
CRM & Sales6features
CRMContractor CRMAutomated Customer Touchpoints And SequencesCustomer engagement toolsContract ManagementContract ManagementLead ManagementPipeline ManagementSales AutomationAdvanced pipeline and sales workflowsFunnel Builder
Platform & Customization6features
Custom API AccessCustom IntegrationsDocument ManagementDigital DocumentationThird-Party IntegrationERP integrationCustom TemplatesCustomizable platformDocument Delivery AutomationDrag And Drop Form BuilderDrag-and-drop report builder
Technician Management5features
ChecklistsMaintenance task listsInspection ManagementInspection managementTechnician Skill TrackingTechnician productivity trackingTime TrackingTimecardsSubcontractor ManagementContractor Management
AI & Automation4features
Automation RulesGuided WorkflowsAI SupportAI-powered Smart featuresAI Assist for Voice/Text QueriesAI Service History
Estimating & Quoting3features
Quoting & EstimatesOnline quotesProfessional ProposalsAutomated Clash DetectionAutomated error detection for data quality
Mobile & Field Tools3features
Technician Mobile AppMobile app for techniciansDigital FormsDeficiency captureDigital SignaturesOnline Signature
Equipment & Asset Management3features
Asset ManagementAsset Lifecycle ManagementDetailed Asset Information TrackingAsset history trackingRefrigerant Charge And Service History TrackingComprehensive asset history
Compliance & Safety3features
AuditsDigital InspectionsAudits And ComplianceNFPA Compliance WorkflowsCode Enforcement TrackingDigital inspection and compliance workflows
Inventory Management2features
Inventory ManagementParts inventory managementParts And Materials PurchasingParts Purchasing
Accounting Integration2features
Job CostingCost TrackingAccounting IntegrationAccounting Integrations
Customer Communication1feature
Client PortalCustomer portal
Training & Education1feature
Sales & Customer RelationsCustomer Service Link
Integrations 12 across 2 categories
Accounting 11
Acumatica
Avalara
ComputerEase
ComputerEase
Foundation Software
NetSuite
NetSuite
QuickBooks Desktop
QuickBooks Desktop
QuickBooks Online
QuickBooks Online
Sage
Sage 100
Sage Intacct
Sage Intacct
Viewpoint Spectrum
Viewpoint Spectrum
Viewpoint Vista
Field Service 1
Brycer
Pricing
Quote Only high confidence
| Tier | Monthly | Annual | Unit |
|---|---|---|---|
| Select Technician mobile app, dispatch board, service tracking, equipment history, deficiency capture, online quotes, QuickBooks integration | -- | -- | None |
| Premium All Select features plus AI Smart features, business insights, timecards, project management, advanced quoting, customer portal | -- | -- | None |
| Enterprise All Premium features plus Smart business insights, capacity planner, multi-brand ops, advanced sales, inventory management | -- | -- | None |
- Enterprise
- Custom pricing for Enterprise tier; contact for details.
Related Products 2 across 2 categories
Alternatives & Competitors
ServiceTitan
Evidence-backed
Good
ServiceTitan Good match
Why these are related — sources 2
- servicetrade.com
“ServiceTrade stands out as a leading alternative to ServiceTitan, especially for commercial mechanical and fire contractors.”
- servicetitan.com
“In contrast to ServiceTrade, which combines multiple platforms to offer all of the features trade businesses need, ServiceTitan is a true end-to-end platform with no major gaps—everything from customer relationship management (CRM) to scheduling to invoicing works seamlessly in one system.”
