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Software profile
ServiceTrade for HVAC
Field service management software for commercial mechanical and fire service contractors.
The buying decision
Best fit / Think twice if
Best fit
Strongest verified reasons to choose it.
Think twice if
Caveats to resolve before choosing it.
- Route optimizationThe evidence supports route-aware scheduling assistance, not an unqualified claim of automatic multi-stop optimization.
- Purchasing and purchase ordersSmart Receipts requires human review before posting, and some automated purchasing workflows depend on PartsManager or PartsLedger configuration.
- Commercial project managementServiceTrade lists Project Management on Premium and Enterprise plans, so it is not documented as a base-plan capability.
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Capabilities
Scheduling & dispatch
Dispatching and schedulingYes
ServiceTrade provides native commercial dispatching and scheduling with map-based work-order and technician views, real-time progress, backlog prioritization, route planning, and AI recommendations.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceRoute optimizationPartial
ServiceTrade provides map-based scheduling and recommendations for efficient technician assignments, but the reviewed scheduling page does not establish automatic route sequencing as a standard capability.
Workflow constraint: The evidence supports route-aware scheduling assistance, not an unqualified claim of automatic multi-stop optimization.
Moderate confidence · Verified August 16, 2026
Review claim, sources, and evidenceService agreements
Maintenance agreementsYes
ServiceTrade supports recurring maintenance agreements through contract pricing, proposal and agreement management, recurring work, asset history, scheduled preventive-maintenance visits, and recurring contract invoicing.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceInvoicing & payments
Progress invoicingYes
ServiceTrade supports project progress billing through its project management and advanced invoicing capabilities.
Plan required: Progress billing is tied to project-management and advanced-invoicing functionality that ServiceTrade lists on Premium and Enterprise tiers.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceEquipment & customer history
Equipment and service historyYes
Technicians can access comprehensive asset-specific service history while working in the field.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceMultiple customer locationsYes
ServiceTrade supports commercial customers with multiple service locations, including location-specific assets, contracts, recurring services, proposals, and service history.
Evidence boundary: The reviewed evidence establishes multi-site proposals and location-aware service records, but it does not establish every cross-location billing or permission workflow.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceProjects & operational controls
Commercial project managementYes
ServiceTrade provides commercial-service project management with real-time budget, cost, revenue, schedule, materials, labor, daily-report, progress, and customer-status controls.
Plan required: ServiceTrade lists Project Management on Premium and Enterprise plans, so it is not documented as a base-plan capability.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceInventory managementYes
ServiceTrade supports inventory and parts management through its first-party PartsManager product. It manages parts purchasing and inventory across trucks and warehouses, connects parts to jobs, and provides purchase orders, receipts, availability, costs, and parts-needed notifications.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceChange order managementYes
ServiceTrade supports online project change orders with multimedia documentation and customer approval, then automatically updates the project budget after approval.
Evidence boundary: The reviewed public product page establishes customer approval and budget updates but does not document status granularity, version history, accounting synchronization, or pay-application behavior.
High confidence · Verified August 17, 2026
Review claim, sources, and evidencePurchasing & project financials
Purchasing and purchase ordersYes
ServiceTrade PartsManager supports structured purchase-order workflows, including creating draft purchase orders from technician receipts and generating purchase orders for needed parts through connected sales-order workflows.
Plan required: Smart Receipts requires human review before posting, and some automated purchasing workflows depend on PartsManager or PartsLedger configuration.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceService handoff & lifecycle
Installed assets to maintenance agreementYes
Recurring service is defined by location, scope, asset, and frequency, directly linking covered assets to the contract workflow.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceAccounting & payroll
QuickBooks OnlineYes
ServiceTrade directly integrates with QuickBooks Online. Its official integration directory lists QuickBooks Online, while its QuickBooks documentation describes customer sync, invoice transfer, and parts-and-labor job-cost synchronization.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceReporting & profitability
Job costingYes
ServiceTrade tracks project actual costs and revenue against budget using recorded labor and materials, providing real-time project cost and financial-performance visibility.
Plan required: This project-costing workflow is part of the Project Management capability that ServiceTrade lists for Premium and Enterprise plans.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceOther verified capabilities
Asset-specific preventive maintenance schedulesYes
Asset-level recurring-service definitions generate preventive-maintenance work at the required frequency.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceCustomer and site equipment hierarchyYes
ServiceTrade organizes customers into service locations with assets at each location.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceMobile equipment managementYes
The mobile workflow exposes asset data and history to technicians during service visits.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceMulti-site equipment managementYes
Hierarchical assets and multi-site customer workflows support equipment across buildings and locations.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceEquipment model, serial, and install dataPartial
ServiceTrade documents serialized assets, but the reviewed first-party sources do not clearly confirm a standard installation-date field.
Evidence boundary: The public evidence confirms only part of this workflow.
Moderate confidence · Verified August 17, 2026
Review claim, sources, and evidenceEquipment replacement historyNot confirmed
The reviewed first-party sources do not confirm an explicit predecessor-successor equipment replacement record.
Evidence boundary: Not confirmed in the reviewed first-party material.
Moderate confidence · Verified August 17, 2026
Review claim, sources, and evidenceEquipment warranty trackingNot confirmed
The reviewed first-party sources do not confirm structured equipment warranty fields or warranty-expiration tracking.
Evidence boundary: Not confirmed in the reviewed first-party material.
Moderate confidence · Verified August 17, 2026
Review claim, sources, and evidenceRelated buying questions
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Browse related questions →About this research
20 verified claims, source-backed and dated. Latest verification: August 17, 2026.