Honest ServiceTrade Review 2025: Pros, Cons, Features, & Pricing

ServiceTrade Pricing

ServiceTrade offers three pricing plans. 

Plan	Price	Features
Select	Contact vendor for pricingMinimum of 5 technicians Unlimited officer users	Job schedulingDispatchingMobile technician toolsBasic asset trackingInvoicing QuickBooks integration Certification programCustomer support 9 am–7 pm ET
Premium	Contact vendor for pricingBest for 10–20 technicians Unlimited office users	Everything in Select, plus: Project managementSalesperson assignmentsSubcontract workSupport for custom price lists for contractsCustom integrations
Enterprise	Contact vendor for pricingBest for 20+ technicians Unlimited office users	Everything in Premium, plus: Time tracking and capacity planningRecurring contract invoicesBusiness analytics and reportingMultiple geographical regionsSmart AI capabilities

While I appreciate ServiceTrade sharing its plans online, I was disappointed at the lack of information around pricing. 

That said, I did read an online review by Slashdot, which listed the prices as follows: 

• Select plan: $59/user/month 
• Premium plan: $99/user/month
• Enterprise plan: $139/user/month

Let’s look at what other platforms cost compared to ServiceTrade’s Select (lowest tier) plan. 

Team size	ServiceTrade (Select)	Service Autopilot (Startup)	Jobber (Core)	Connecteam (Basic)
	View pricing	View pricing	View pricing	View pricing
10 Users	Contact vendor	$201/mo	$250/mo	Free for life—All features and dashboards
20 Users	Contact vendor	$391/mo	$500/mo	$29/mo
30 Users	Contact vendor	$581/mo	$750/mo	$29/mo
50 Users	Contact vendor	$961/mo	$1,250/mo	$39/mo
		Read our full Service Autopilot review	Read our full Jobber review
* All prices show the monthly cost when billed annually as of July 2025.

If the prices in the Slashdot review are accurate, ServiceTrade’s Select plan costs $590/month for 10 users, $1,180/month for 20 users, $1,770/month for 30 users, and $2,950/month for 50 users. These price points are higher than the competitors listed above, though I can’t guarantee that they’re accurate or up to date. 

However, cost has also come up in a few reviews of ServiceTrade. One user commented on the platform’s price, saying, “The cost could come down a bit, but other than that it’s great.”

One thing I can say is that, compared to apps like Connecteam, ServiceTrade doesn’t offer a free plan for small businesses. It also doesn’t have a free trial, which many competitors do. The lack of one looks bad for ServiceTrade, in my opinion. 

ServiceTrade’s Core Functionalities

Here are ServiceTrade’s key features and functionalities. 

Scheduling and dispatching

ServiceTrade lets you assign incoming jobs and plan technician routes based on technicians’ availability, location, and current workload before scheduling and dispatching a job. 

You can view all this information on a built-in map interface, so once you see a job come up, you can immediately dispatch the nearest suitable technician to reduce drive time and make a good impression on your customers. 

Speaking of customers, I also like that for every job, you can see the customer’s service history, including who was assigned previously. This is great for assigning the same technician to customers who prefer dealing with the same contractor or if the job requires prior knowledge about the equipment and customer needs. 

Once jobs are assigned, you can see everything on a dispatch dashboard. 

Another cool feature is the AI suggestion tool, which recommends the best time slots and technicians for the job, saving dispatchers significant time. 

I also like that the scheduler lets you filter jobs by priority or type, so your team never misses high-value work. 

Finally, you can see a real-time progress view (which technician is at which job, and whether they’re ahead or behind schedule) and follow up accordingly for smoother operations. 

My main complaint? As far as I can tell, there’s no way for technicians to pick from open shifts or swap jobs if a last-minute emergency crops up. Admins always need to stay in the loop and manage any shift change manually via the dispatch board. Moreover, I couldn’t see a way to build rest breaks and meal times into assigned schedules, which would make it tough to stay compliant. 

Task and project management

ServiceTrade’s project management tools help commercial businesses create projects to which they can assign customers, work orders, and more. This way, you can track costs, revenue, and more, and see exactly where you’re exceeding your budget, or conversely, which projects are more profitable. 

Within projects, you can assign jobs to technicians. I found the job detailing feature very comprehensive. You can create tasks and assign them to be completed in a specific order. You can also add precise instructions, photos, and checklists that workers need to follow and complete as they go along. From your dashboard, you can track progress on all tasks in real time. 

While the platform works well for cost tracking, it lacks advanced project management features, such as Gantt charts and Kanban boards, which may make it unsuitable for companies with more complex timelines and tracking needs. 

Technicians mobile app 

Technicians can use ServiceTrade’s mobile app for all their necessary tasks. They can view job details, customer histories, and asset notes, all in one place. 

During jobs, they can complete ready inspection forms, take photos, record audio notes, and even flag issues like deficiencies, which the office team can view and address in real time. 

Unfortunately, there was no in-app messaging system like Connecteam’s. This is a real shame, as messaging tools make it much faster for technicians to ask questions and get answers.  

One feature that stood out was the ability to create quotes directly in the field, while they’re still on-site with the customer. This is super helpful if your technicians are also expected to upsell or cross-sell, based on what they see during a job. 

For instance, a tech could recommend that a customer upgrade to a new and energy-efficient HVAC model, and create a quote from their app (with real-time inputs from the office team). 

Workers can also log the parts they used and any additional charges as they go along. These automatically link to the work order, making invoicing easier and more accurate. 

When technicians are done, they can get customers’ e-signatures in the app, ensuring the customer has approved everything and reducing the likelihood of conflict later. 

For me, the obvious missing element in all this is the ability to get customers’ feedback forms filled in there and then. If ServiceTrade offered customizable forms like Connecteam, this could have added tremendous value in helping improve service. 

I was also disappointed to discover that many users face glitches while using the app when they have poor internet connectivity.

Timecards

When technicians start work, they can clock in to start tracking their hours (including travel and job time) directly from the app. They can clock out easily when they take a rest break or complete their shift. 

Unfortunately, while you can see workers’ locations at clock in, ServiceTrade doesn’t offer advanced time verification tools like geofencing, which most good time tracking apps provide. Plus, technicians can’t track time offline, without an internet connection, so I’m not sure it’s the best platform for mobile and field businesses that work from remote locations. 

I do appreciate that ServiceTrade uses time logs to generate timecards that they can review and submit for manager approval. You can easily review, request changes, and approve timecards before they’re finalized for payroll or used for invoicing. 

That said, I don’t think there’s a way for workers to mark which job hours are billable vs. non-billable, which could make invoicing harder. Additionally, while timecards seem to flag overtime, there’s no mention of overtime alerts, which typically help companies keep a closer tab on overtime and reduce labor costs. 

Once approved, timecards can be exported or synced directly with QuickBooks’s accounting software, no manual entry needed. However, I couldn’t find any payroll integrations, and ServiceTrade doesn’t offer built-in payroll, so I believe it lacks in this area. 

Parts manager

With ServiceTrade’s PartsManager tool, you can see what parts are available, what’s been ordered, and what’s ready to go before dispatching technicians, so no one shows up at a site empty-handed. 

Technicians can create purchase orders and enter receipts from their mobile apps, which makes it easier for you to monitor this data for the next job. 

I really like that parts purchased during a work order automatically get pulled into invoices, to avoid errors and manual effort. 

Overall, I can’t fault this feature! 

Sales and customer management

ServiceTrade’s sales and customer communication features help you to track leads, create professional-looking proposals, and track deals from first contact to closed sales using the SalesManager tool. 

Customers can use their customer portal to review quotes, approve jobs, communicate with your office team, and make payments. 

I was very impressed by this offering, but I have one criticism: It doesn’t have advanced automation—for example, a lead getting an auto-email if they download a brochure, as seen in other customer relationship management (CRM) apps. 

Integrations

ServiceTrade offers a range of accounting and operational integrations, including with QuickBooks, Sage Intacct, Sage 100, NetSuite, and more. It also integrates with a few tax platforms and, with the advanced plan, supports you with custom integrations. 

However, ServiceTrade doesn’t feature direct payroll integrations, and I didn’t see any connections with popular project management and team communication apps.

All in all, the integrations feel very tech-focused and don’t have the breadth that other platforms do. This is yet another reason I can’t call ServiceTrade a complete work management solution. 

ServiceTrade’s Usability and Interface

Requesting a ServiceTrade demo seemed easy when I started: I provided my details, chose a slot using the Chili Piper plug-in, and instantly received a confirmation email for my call with the agent. 

However, the agent let me know the initial call wouldn’t be a demo, but instead a call for them to learn about my company and see if ServiceTrade would be a good solution. I attended this call and was told my company isn’t the type of large-scale commercial operator ServiceTrade is suitable for, despite my indicating that my company plans to expand. 

Effectively, I never got the demo I signed up for. 

Luckily, I found a few reviews, screenshots, and information online about ServiceTrade’s user experience and interface. 

The office coordination portal features a clean white-and-navy color scheme. I could access screenshots for different features, like scheduling, location tracking, and reporting, many of which have a color-coded system.

While I couldn’t see what the colors represent, I’m generally a fan of color-coding, as it helps organize information in a digestible way. 

The customer portal, called the “service portal,” features a similarly sleek white-and-blue theme. 

I believe you can also customize these portals to mirror your company’s branding, which I thought was impressive. The downside is that I wasn’t able to see how features are laid out or evaluate whether the portals were easy to navigate. 

And since I couldn’t do any testing myself, it’s hard to provide an opinion on the overall user experience. 

Mobile app

ServiceTrade offers iOS and Android mobile apps specifically for technicians. 

From the screenshots I found online, I feel the mobile apps look very different from the office coordination and service portal. Both the iOS and Android versions have a much more vibrant, blue-and-orange color theme, and the design seems more modern than the web portal. 

Again, without an account or demo, I couldn’t see if the app was easy to use. I did read some reviews online indicating that users were facing issues with the mobile app. Specifically, it has trouble working in poor internet zones. 

For instance, one disillusioned user said, “Sure, it’s a tech genius when the connectivity stars align, but in the low bars zone, it’s like dealing with a moody AI roommate. It’s a mix of great features and a sprinkle of chaos, leaving you questioning if you accidentally signed up for a reality show called ‘Testing Patience: Field Tech Edition.’”

Another software review site complained about the offline functionality and the need for consistent internet access. It also pointed out that ServiceTrade’s notification system produces too many alerts, leading to potential “alert fatigue.”

ServiceTrade Security Features

ServiceTrade offers the following security and data privacy tools: 

• Role-based access controls, so you can decide who can view and adjust what, limiting sensitive information to authorized administrators and office staff. 
• Cloud-based security updates that occur automatically in the background, eliminating the need for manual installs, which are easy to miss or forget.
• User consent, which is critical for location tracking data.
• Clear privacy policies and practices, including for user rights and data handling. 

While I was happy to see the measures in place, I felt they weren’t up to the mark compared to other platforms I’ve reviewed. 

There’s no mention of 2-factor authentication, standard end-to-end encryption, or advanced data security certifications, which is surprising given ServiceTrade deals with large-scale commercial contractors who will need to protect their data. 

Additionally, the website doesn’t state that the platform is compliant with the General Data Protection Regulation (GDPR) or the Health Insurance Portability and Accountability Act (HIPAA). This makes it even less suitable for regulated businesses with complex data privacy needs.   

ServiceTrade Reporting & Analytics

Here’s what ServiceTrade’s reporting tools provide: 

• Ready reports to monitor standard field service metrics, such as job completion times, project costs, project revenue, overdue work orders, work order histories, timecards, etc. 

• Pre-built dashboards and analysis for recurring services, job profitability, sales staff effectiveness, deficiencies, and more. 

For me, ServiceTrade’s key strength is in its dashboard customization options. You can choose any chart type, then drag and drop the fields you need to view completely personalized visuals. 

That said, I don’t think you can pull custom reports with line-by-line details, which is a miss. I’m also not sure you can export visuals or share them with clients directly from within the app. 

ServiceTrade Customer Support

Here’s how ServiceTrade supports customers:

Customer support	Availability
Live support via phone, email, and request form	Mon–Fri, 9 am–7 pm ET
Help center with articles, videos, and how-to guides	Anytime, but only for paid customers
Sales demo and onboarding support to set up, import data, and learn the platform	By appointment only

In addition, ServiceTrade advertises a live chat option on its website. However, when you click into it, it simply takes you back to the phone number and contact address information. Maybe the “live chat” means that you can “chat” with a ServiceTrade team member via phone or email, but I found this misleading and confusing. 

I also wish ServiceTrade had 24/7 live support, considering its price and the types of businesses it supports, including fire protection, which might need more urgent assistance if things go wrong. 

As a non-paying customer, I couldn’t test out customer support, but I did complete a request form for a demo and set up an initial call within a few days. Although the salesperson didn’t give me the demo I signed up for, they were at least fast in replying to my questions, typically responding within the same day.  

What Are ServiceTrade’s Review Ratings from Review Sites?

(As of July 2025)

Capterra: 4.6/5
G2: 4.5/5
Software Advice: 4.6/5
GetApp: 4.6/5
Google Play Store: 2.5/5
Apple App Store: 3.4/5
TrustRadius: 8.8/10

ServiceTrade App Review

ServiceTrade is a field service management platform for large commercial contractors dealing with HVAC, fire protection, and refrigeration equipment. 

It offers handy tools for scheduling, dispatching, time tracking, project management, and customer communication, all from a single platform. While it has some stand-out features—like real-time quote creation, customizable dashboards, and company branding for your service portal—the technicians’ app encounters issues without strong internet connectivity. 

I also don’t like the lack of transparent pricing or the fact that support isn’t available round-the-clock, which feels off for a high-cost platform. 

And perhaps most disappointingly, ServiceTrade seems to be actively avoiding small and medium-sized businesses. 

Connecteam: The Better ServiceTrade Alternative

Connecteam is an all-in-one work management platform with powerful features for field and frontline businesses. In addition to its user-friendly and feature-rich mobile app, it offers the following key features:

Scheduling 

With Connecteam’s job scheduling tools, you can create and assign shifts using drag-and-drop tools, recurring shifts, copy-paste functionality, and Excel imports to save time. 

You can also use the smart scheduler to automatically assign jobs to technicians based on their availability, location, qualifications, and preferences. 

Unlike ServiceTrade, Connecteam allows you to create open jobs and even enable shift swapping to ensure jobs are always covered. 

Time tracking 

Connecteam’s employee time clock lets workers clock in and out of jobs and breaks from any device. You can track their live locations, set overtime alerts, and even add geofences to prevent time theft and buddy punching—a feature not available in ServiceTrade. Moreover, technicians can mark hours as billable and non-billable, making invoicing easier. 

Connecteam converts time logs into timesheets for payroll. You can review, adjust, and approve these from your dashboard and sync them with one of many payroll and accounting tools Connecteam integrates with, including QuickBooks, Xero, Gusto, and Paychex. 

Task management, communication, and more 

Employee task tracking tools are perfect for creating and assigning tasks and subtasks to your technicians. Add due dates, detailed notes, photos, voice notes, videos, and custom checklists so technicians know exactly what they need to do and by when. 

You can track progress in real time via your dashboard and send reminders for employees to complete their jobs on time. I also liked that you can create custom forms (for instance, customer feedback forms) before they e-sign that a job has been completed. This is a functionality that ServiceTrade sorely lacks.

Additionally, Connecteam goes above and beyond by offering an online team chat that you can use to message technicians and answer their questions in real time. 

Beyond this, Connecteam offers several other operations, human resources (HR), and communication features, all starting at $29/month for up to 30 users. It also has a free-for-life plan for small businesses and a free 14-day trial. 

FAQs

Does ServiceTrade offer a free trial?

No, ServiceTrade doesn’t offer a free trial or free plan. 

Is ServiceTrade HIPAA compliant?

ServiceTrade’s website doesn’t mention compliance with HIPAA (or GDPR regulations, for that matter).