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 6.0
Support 5.0
Value 5.5
Integrations 6.5
AI Capabilities 3.0
Customer Reviews
Features
32 features confirmed across
14categories· Showing confirmed capabilities only
Reporting & Analytics9features
ReportingCompliance reportingAnalyticsAI-powered Smart business insightsAutomated Dashboards and System Status ReportsCustomer Profitability TrackingProfitability trackingDesign Your Own ReportsCustom report creationGraph and Table Data VisualizationJob Productivity and Labor TrackingKPI Dashboards
Show 1 more
Real Time Performance Monitoring
Scheduling & Dispatch4features
SchedulingDispatch board and map schedulerWork OrdersService and job trackingDispatchingTechnician job taskingProject ManagementProject management and budgets
AI & Automation3features
AI SupportAI-powered Smart featuresAI Assist for Voice/Text QueriesAutomation RulesAdvanced pipeline and sales workflows
Estimating & Quoting2features
Quoting & EstimatesOnline quotesAutomated Clash Detection
Customer Communication2features
Client PortalCustomer service portalCustomer Support
Mobile & Field Tools2features
Digital FormsDeficiency captureTechnician Mobile App
Technician Management2features
Subcontractor ManagementSubcontract work managementTime TrackingService timecards
Compliance & Safety2features
Code Enforcement TrackingIntegrated digital inspection and compliance workflowsAudits And Compliance
Invoicing & Payments1feature
InvoicingRe-occuring contract invoices
Inventory Management1feature
Inventory ManagementParts and inventory management
Equipment & Asset Management1feature
Asset ManagementEquipment history
CRM & Sales1feature
Contract ManagementRe-occuring contract pricing and proposal creation and management
Platform & Customization1feature
Drag And Drop Form BuilderDrag-and-drop report builder
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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