Product Tour
Use Cases
- Commercial HVAC preventive maintenance scheduling and dispatch
- Fire protection inspection compliance and deficiency tracking
- Electrical service contract management and recurring maintenance
- Multi-location commercial service operations management
- Service agreement proposal creation and renewal tracking
- Technician timecard management and job costing
Pricing
Core field service management suite with scheduling, dispatch, customer portal, timecards, asset tracking, and analytics
Code-compliant inspection software for fire and life safety work with deficiency management
Parts inventory, forecasting, purchasing, and cost tracking for field technicians
Commercial services CRM for proposals, contracts, pipeline management, and e-signature
AI automation agents for scheduling recommendations and routine task automation
ServiceTrade does not publish pricing — request a quote via the vendor website.
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| Scheduling | Yes | Advanced |
| Dispatch | Yes | Advanced |
| Route Optimization | Yes | Standard |
| CRM / Customer Management | Yes | Advanced |
| Proposals & Quotes | Yes | Advanced |
| E-Signature | Yes | Standard |
| Invoicing | Yes | Advanced |
| Estimating | Yes | Standard |
| QuickBooks Sync | Yes | Advanced |
| Time Tracking | Yes | Standard |
| Asset Management | Yes | Advanced |
| Inventory Management | Yes | Advanced |
| Customer Portal | Yes | Advanced |
| Service Agreements | Yes | Advanced |
| Photo Documentation | Yes | Standard |
| Reporting Dashboard | Yes | Advanced |
| GPS Tracking | Yes | Standard |
| API Access | Yes | Advanced |
| Zapier Integration | Yes | Standard |
| Job Costing | Yes | Standard |
Strengths
- Purpose-built for commercial service contractors (not residential-focused like competitors)
- Comprehensive fire and life safety inspection compliance workflows
- Strong accounting ERP integrations (Sage, Dynamics, NetSuite, QuickBooks)
- SalesManager CRM with proposal management and e-signature built-in
- AI-powered Stella agents for automation and scheduling recommendations
- Customer portal with online quote approval and service history
- PartsManager for parts forecasting, purchasing, and cost tracking
Best Fit
Mid-to-large commercial service contractors in HVAC, fire protection, and mechanical trades needing robust inspection compliance, multi-system ERP integrations, and a purpose-built CRM for service agreement sales.
Usually more platform than a solo or small crew needs — smaller shops tend to be better served by a lighter tool.
Alternatives to Consider
ServiceTitan
All-in-one field service management platform built for residential and commercial trades.
Jobber
Field service management software designed for small to mid-size home service businesses.
BuildOps
BuildOps is an all-in-one commercial contractor management platform purpose-built for mechanical, electrical, plumbing, HVAC, fire and life safety, and refrigeration contractors. Founded in 2018 and headquartered in Los Angeles, it unifies service management, project management, financials, and CRM into a single cloud-based system with AI-powered automation (OpsAI). The platform targets mid-size to enterprise commercial trade contractors and has achieved unicorn status with over $250M in total funding.