Structured Onboarding

Step 1. Sales Handoff

Once you’ve signed your contract with ServiceTrade, your sales representative will introduce you to the success team via email.

Project Assignment

You’ll be assigned a Project Manager (PM) who will guide your project from beginning to end. Your paid subscription grants you access to our frontline success team and help center resources

Step 2. Kickoff Scheduling and Prep

Schedule Kickoff

Based on your service delivery window, you’ll be given calendar options prior to your start date

Certification Signup

We’ll provide you with the path to activate online certifications for your team

Prep your data

You’ll want to start reviewing your data and getting your files ready to send to us for conversion

Step 3. The Kickoff Call

Begin your journey!

• Your ServiceTrade PM will:
  Schedule a time for weekly progress calls
• Review your implementation timeline
• Learn more about your business
• Establish measures of success during implementation
• Plan for your team to earn their certifications
  Discuss your data

Step 4. Data Gathering

We’ll work with you to gather all relevant data we’ll need to import into ServiceTrade

• Customers
• Services
• Items & Prices
• Customer Equipment
• PDF Forms

Step 5. Learning ServiceTrade

We have a variety of options for your employees to learn how to use ServiceTrade, including:

Certification Program
Your primary resource for learning the functionality of ServiceTrade is our Certification Programs. They are self-paced, online courses that cover essential features and functionality for various roles within your company including administrators, office staff, and technicians.

Q&A Session
During your weekly calls with your project manager there will be time to discuss your project. As you get closer to your Go Live date we’ll want your team to participate in a pre – Go Live Q&A to make sure there are no lingering questions.

Remote Sessions (optional add-on)
Remote sessions are an option for Premium and Enterprise subscribers. During the onboarding process, we can scope out a remote session plan for your team that fits your needs.

Onsite Go Live Support (optional add-on)
Onsite Go Live Support is an option for Enterprise subscribers. If your team needs some additional support on your planned Go Live date with ServiceTrade, you can purchase that support in daily increments.

Step 6. External Systems & Integrations

If you decide to integrate your ServiceTrade account with other systems and/or software in your business, our implementation team works under the hood to ensure ServiceTrade works well with these systems.

Step 7. Data Import Review & Approval

We’ve worked together to set up your account and imported your data. Now we will review the environment with your internal point of contact. We will rest real-life use cases to ensure your account is set up to meet your business needs. If we find we need to go back and make changes, we will, and then repeat the testing process until you feel ready to move forward.

Step 8. You did it!

Time to celebrate! Your company is officially up and running with ServiceTrade. Now you get to enjoy the benefits of streamlined workflows, reduction in paper, and the improved communications between your office staff and technicians. Your customers will notice the benefits too when you start sending online quotes, service notifications, and invoice links! Great job!