About
ServiceTrade is a field service management platform for commercial service contractors — covering fire protection, mechanical/HVAC, electrical, and refrigeration trades. It unifies scheduling, dispatching, mobile field delivery, inspections, CRM/proposals, and customer portals. In AEC, it serves the specialty-contracting segment that maintains and services commercial buildings, integrating with Procore for project and timesheet sync.
How teams use it
By audience
- Specialty Contracting
- Dispatches field technicians to commercial service jobs with full equipment history and task checklists in the mobile app
- Manages service agreements, recurring maintenance contracts, and inspection schedules for fire protection and HVAC trades
- Syncs Procore projects to ServiceTrade jobs and pushes technician timesheet entries back to Procore automatically
- Generates proposals and tracks deficiency repairs from inspections to improve job close rates
- Project Manager
- Tracks job status, technician assignments, and work orders from a unified scheduling dashboard
- Reviews analytics on job completion rates, revenue per technician, and customer satisfaction
- Manages customer communication through digital service reports and customer portals
- Foreman / Field Supervisor
- Uses mobile app to access job details, equipment history, and inspection forms on-site
- Records time clock-in/clock-out which syncs to Procore timesheets
- Captures photos, documents, and deficiency notes from the field in real time
- MEP Engineering
- Supports mechanical and HVAC service contractors managing code-compliant inspection workflows
- Tracks recurring inspections and deficiency remediation for MEP systems in commercial buildings
By phase
- Construction
- Coordinates specialty service contractors working alongside construction crews on commissioning and installation
- Syncs field technician time entries to Procore during active construction projects
- Closeout & Operations
- Manages ongoing service agreements and preventive maintenance for completed commercial buildings
- Tracks equipment histories and inspection compliance for facilities in operation
- Provides customer portals for building owners to review service records and open deficiencies
Integrations (8)
| Direction | Integrates with | Connection | Details |
|---|---|---|---|
| Both | NativeServiceTrade Sage Intacct integration | ||
| Both | NativeServiceTrade QuickBooks Online integration | ||
| Both | NativeServiceTrade Microsoft Dynamics 365 integration | ||
| Both | NativeServiceTrade Acumatica integration | ||
| Both | NativeServiceTrade Viewpoint Vista integration | ||
| Outbound | NativeServiceTrade Viewpoint/Trimble Spectrum integration | ||
| Both | NativeServiceTrade Sage 300 CRE integration | ||
| Outbound | – |
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