Data export available on request
"Where applicable, we will provide the information in a portable, machine-readable, readily-usable format."
Confidence: high
Source
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.
Media
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.
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
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 6.5
Features 6.3
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 1.5
Features
35 features confirmed across
14categories· Showing confirmed capabilities only
Reporting & Analytics9features
AnalyticsAI-powered analyticsReportingCustom dashboardsCustomer Profitability TrackingProfitability trackingDesign Your Own ReportsCustom report creationJob Productivity and Labor TrackingOperational efficiency trackingAutomated Dashboards and System Status ReportsAutomated reporting and scheduled reportsKPI DashboardsReal Time Performance Monitoring
Show 1 more
Graph and Table Data VisualizationData visualization (charts, graphs, maps, pivot tables)
Scheduling & Dispatch5features
SchedulingScheduling and dispatchingWork OrdersService and job trackingDispatchingDispatch ManagementProject ManagementProject managementReal Time Job Tracking with Maps and PhotosReal-time job progress tracking
Technician Management4features
Inspection ManagementInspection managementTechnician Skill TrackingTechnician productivity trackingSubcontractor ManagementContractor ManagementTime TrackingTime tracking
AI & Automation3features
AI Assist for Voice/Text QueriesNatural language queriesAI SupportAI-powered Smart featuresAutomation RulesWorkflow Management
Estimating & Quoting2features
Quoting & EstimatesOnline quotesAutomated Clash DetectionAutomated error detection
Mobile & Field Tools2features
Digital FormsDeficiency captureTechnician Mobile App
Compliance & Safety2features
Code Enforcement TrackingCompliance ManagementAudits And Compliance
Platform & Customization2features
Drag And Drop Form BuilderDrag-and-drop report builderNatural Language Search for People, Reports, and PoliciesNatural language queries
Invoicing & Payments1feature
InvoicingInvoicing
Customer Communication1feature
Client PortalCustomer portal
Inventory Management1feature
Inventory ManagementParts management
Equipment & Asset Management1feature
Asset ManagementEquipment history
CRM & Sales1feature
Contract ManagementContract Management
Training & Education1feature
Business Management & OperationsIn-app business insights
Integrations 4 across 3 categories
Accounting 2
Acumatica
Acumatica
NetSuite
NetSuite
Field Service 1
Brycer
Data & Automation 1
Amazon QuickSight
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