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ServiceTrade Smart Insights

by ServiceTrade Inc.

Last updated Mar 29, 2026 · 1 revision

AI-powered analytics for commercial contractors with natural language queries, real-time profitability tracking, and automated reporting.

ServiceTrade Smart Insights - by ServiceTrade Inc. - Business Intelligence & Reporting software - logo 6.2 - Good
Custom · Contact for pricing Mobile App 20 Features
Visit website → Buy from ServiceTrade Inc.

Media

This video provides a demonstration of ServiceTrade Smart Insights, highlighting its real-time business intelligence capabilities for HVAC contractors.

This video provides a demonstration of ServiceTrade Smart Insights, highlighting its real-time business intelligence capabilities for HVAC contractors.

About This Product

ServiceTrade Smart Insights is an AI-powered business intelligence solution built into the ServiceTrade platform for HVAC, fire safety, and mechanical contractors. It delivers real-time analytics on job profitability and technician performance, a natural language interface for asking data questions in plain English, automated dashboards, and data error detection for clean metrics.

FSH Score Breakdown

Ease of Use
7.0
Features
7.0
Support
6.0
Value
5.5
Integrations
5.5
AI Capabilities
1.5

Customer Reviews

Features

20 features confirmed across 13categories· Showing confirmed capabilities only

Scheduling & Dispatch4features

SchedulingDispatch board and map schedulerWork OrdersService and job trackingDispatchingTechnician job taskingProject ManagementProject management and budgets

Reporting & Analytics2features

ReportingCompliance reportingAnalyticsAI-powered Smart business insights

Technician Management2features

Subcontractor ManagementSubcontract work managementTime TrackingService timecards

AI & Automation2features

AI SupportAI-powered Smart featuresAutomation RulesAdvanced pipeline and sales workflows

Training & Education2features

NATE Certification PrepCertification programBusiness Management & OperationsIn-app business insights

Invoicing & Payments1feature

InvoicingRe-occuring contract invoices

Estimating & Quoting1feature

Quoting & EstimatesOnline quotes

Customer Communication1feature

Client PortalCustomer service portal

Inventory Management1feature

Inventory ManagementParts and inventory management

Mobile & Field Tools1feature

Digital FormsDeficiency capture

Equipment & Asset Management1feature

Asset ManagementEquipment history

CRM & Sales1feature

Contract ManagementRe-occuring contract pricing and proposal creation and management

Compliance & Safety1feature

Code Enforcement TrackingIntegrated digital inspection and compliance workflows

Pricing

Model
Custom
Starting at
Contact for pricing
Notes
ServiceTrade uses custom/quote-based pricing. Published tier prices from third-party sources. Smart Insights is part of the ServiceTrade Platform, not sold separately. Implementation costs range $1,000-$10,000+ depending on complexity.

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