TradeAtlas
CRM

ServiceTrade

ServiceTrade is a cloud-based field service management platform purpose-built for commercial service contractors. Founded in 2012 and headquartered in Durham, NC, it serves mechanical, HVAC, fire protection, electrical, and refrigeration contractors with an integrated suite covering scheduling, dispatch, inspections, parts management, CRM, and accounting integrations. The platform serves 1,300+ commercial contractors and processes millions of service requests annually.

mid🔧PlumbingElectrical❄️HVAC🔥Fire Protection

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

Capability Matrix

FeatureStatusDepth
SchedulingYesAdvanced
DispatchYesAdvanced
Route OptimizationYesStandard
CRM / Customer ManagementYesAdvanced
Proposals & QuotesYesAdvanced
E-SignatureYesStandard
InvoicingYesAdvanced
EstimatingYesStandard
QuickBooks SyncYesAdvanced
Time TrackingYesStandard
Asset ManagementYesAdvanced
Inventory ManagementYesAdvanced
Customer PortalYesAdvanced
Service AgreementsYesAdvanced
Photo DocumentationYesStandard
Reporting DashboardYesAdvanced
GPS TrackingYesStandard
API AccessYesAdvanced
Zapier IntegrationYesStandard
Job CostingYesStandard

Alternatives to Consider