Software Innovation
ServiceTrade Winter 2024 Release
The Winter 2024 Release is focused on ServiceTrade’s five platform functions:
- Office Coordination
- Technician Productivity
- Customer Communication
- Management Visibility
- Sales Success
Office Coordination
New Dispatch Board: Streamline your dispatch process with a redesigned board that simplifies technician scheduling and job prioritization.
New Map Scheduler: Reduce travel time with this map-based scheduling interface that helps you plan and optimize technician routes more efficiently.
Unsourced Item Sync: Automatically sync unsourced items from ServiceTrade jobs to PartsLedger sales orders for efficient purchase order creation.
Direct Purchase for Sales Order: Eliminate manual entry by automatically generating purchase orders for needed but unordered parts.
New Job List View Search Parameter: Quickly identify jobs ready for invoicing with a new search filter for completed but uninvoiced appointments.
Technician Productivity
Standard Forms Library Updates: Ensure your inspections are current with the latest NFPA-aligned forms in our updated library.
Customer Communication
Enhance billing accuracy by incorporating external customer IDs on invoices and quotes.
Accurately apply sales tax with precise location assignments and jurisdiction breakouts.
Customize how item codes are displayed on invoices and meet your business and customer preferences.
Streamline your invoicing process with the new Bulk Invoice Status Field, allowing for quick updates and better tracking of invoice stages.
Management Visibility
Custom ServiceTrade Dashboard: Completely customizable by role so that you can keep what matters most front and center, this drag and drop dashboard offers quick visibility into your daily and weekly priorities to more easily manage your workload.
Platform Updates
Single Sign-On (SSO): A simplified login process across the entire ServiceTrade platform that’s faster, easier, and more secure.
Boost your security by integrating Corporate Identity Providers (CIP), starting with Microsoft Entra ID and soon extending to Google Workspace, coupled with additional support for Multi-factor Authentication (MFA) for an extra layer of protection.
Share your product suggestions or feedback. It’s your direct line to influence ServiceTrade’s product roadmap and innovations.
Other Upcoming Innovations
Use templates to simplify repetitive tasks on assets, creating recurring maintenance schedules that provide technicians with essential details for efficient, accurate work.
This year, ServiceTrade’s getting a new look that provides a simple and more intuitive user experience, making finding what you need faster and easier
Leverage AI to optimize tech routes, match tasks to the right technician based on skills, delight your customers, and more.