ServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.

Scheduling & Booking ServiceTrade
ServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.
Forms & Surveys DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage field teams and share business insights.

Integrações

Libitem Dynamic Dropdpwn
Triggers when a new libitem is created.
Service Line Dynamic Dropdown
Triggers when a new service line is created.
Technician Dynamic Dropdown
Dynamic Dropdown to list Technicians.
Vendor Dynamic Dropdown
Triggers when a new vendor is created.
Warehouse Dynamic Dropdown
Dynamic Dropdown to list Warehouses.
New Attachment
Triggers when a new attachment is created.
New Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
New Company
Triggers when a new company is created.
New Contact
Triggers when a new contact is created.
New Deficiency
Triggers when a new deficiency is created.
New Invoice
Triggers when a new invoice is created.
New Job
Triggers when a new job is created.
New Job Comment
Triggers when a new comment is added to a job.
New Location
Triggers when a new location is created.
New Quote
Triggers when a new quote is created.
Test Authentication
Test trigger.
Updated Appointment
Triggers when an existing appointment is updated or a new appointment is created.
Updated Company
Triggers when an existing Company is updated.
Updated Contact
Triggers when an existing contact is updated.
Updated Deficiency
Triggers when an existing deficiency is updated.
Updated Invoice
Triggers when an existing invoice is updated or a new invoice is created.
Updated Job
Triggers when an existing Job is updated.
Updated Location
Triggers when an existing Location is updated.
Updated Quote
Triggers whenever an existing quote is updated.
Update Deficiency
Triggers when an existing deficiency is updated.
Add Asset to Location
Adds an asset to an existing location.
Add Attachment to Job
Add an attachment to a job.
Add Comment to Job
Adds a comment to an existing job.
Add Comment to Location
Adds a comment to an existing location.
Add Contact to Location
Adds a contact to a Location.
Add External ID to Company
Adds an external ID to an existing company.
Add External ID to Job
Adds an external ID to an existing job.
Add External ID to Location
Adds an external ID to an existing location.
Add Tag to Company
Adds a tag to an existing company.
Add Tag to Job
Adds a tag to an existing job.
Add Tag to Location
Adds a tag to an existing location.
Add Tag to Quote
Adds a tag to an existing quote.
Create Appointment (Legacy)
Creates an appointment.
Create Appointment
Creates an appointment.
Create Company (Legacy)
Creates a new company.
Create Company
Creates a new company.
Create Contact
Creates a contact.
Create Deficiency
Creates a deficiency for a given asset.
Create or Update Invoice
Creates a new invoice, or updates an existing invoice. If you provide an Invoice ID, the existing invoice identified by that ID will be updated. Otherwise, a new invoice will be created.
Create Job
Creates a job.
Create Job Item
Creates a new Job Item on a Job.
Create Location (Legacy)
Creates a new Location.
Create Location
Creates a new Location.
Create Quote
Creates a quote.
Remove Tag From Company
Removes a tag from existing company.
Remove Tag From Location
Removes a tag from existing location.
Update Appointment
Updates an existing appointment based on a provided appointment.
Update Company
Updates an existing company.
Update Contact
Updates a contact.
Update Job Item
Updates an existing Job Item.
Update Location
Updates an existing location.
Find Asset by External ID
Finds an asset by an external system and ID.
Find Job by Job Id
Find an existing Job by Job Id.
Find Job by Job Number
Finds a job by its job number.
Find Company
Finds an existing customer company.
Find Company by External ID
Finds a company by an external system and ID.
Find Contact
Finds an existing contact.
Find Location
Finds an existing customer location.
Find Location by External ID
Finds a location by an external system and ID.

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