What is it all about?
Trade-Serve™ is a complete Office and Field Management software that specializes in technical call assistance, sales, and invoice management. Trade Serve aims in helping your technicians have easy and stress-free appointments while offering the tools needed to help sell further services and appliances.
Video & screenshots
Who is it for?
Training and Personalization Unlimited Office Users In-Field Create-A-Product In-Field Custom Package Maker While We're Here Smart Pricing® In-Field Payment Processing Field-Coaching Videos Job Photos Service Agreements Outgoing Email Automation Purchase Orders In-Field Virtual File Cabinet Signature Capture Dynamic Product Pricing Your Price Book Uploads Price Book Manager Virtual Ride-Along™ Recommendation/Estimate Manager Pre-Launch Training Email Support Design-a-play™ Smart Survey™ Smart Packaging™ Business Balancer™ Dispatching Phone Scripting Communication Center Inbound Phone Tracker Customer Satisfaction Survey On Site Job History Smart Emails™ In Field Mapping Smart Coaching Suite™ Customer Import QuickBooks Integration Tom Tom Integration Truck Inventory Reorder Customer Tagging Service Request Tagging Lead Source Tracker
Paperless and automated system for conducting service calls regardless of industry Q&A Review format Sales Assistance Estimate Generator Automated Sales Presentations Cost Efficient Invoice Manager Service Call Assistance Pre-Flight Questions Customer Greeting Billing System
Offering the following pricing options:
Enterprise Level Packaging