Students learn how to use the ServiceTrade desktop web app in self-paced online learning courses that can be started, stopped and resumed at any time. Users watch videos and follow along in the application.

The course explains why each step in the application is important and how it impacts other users in the company — and ultimately your customers.

Each course ends with a pass-fail examination. Students follow along with the course, then take the exam. In the case of a failed exam, the student can review the relevant sections, then retake the exam until they pass.

The course is updated regularly as new features are added to the app, helping existing users keep up to date.

COURSE CURRICULUM

  • 1

    Introduction to ServiceTrade

    • How To Use This Course

    • This is ServiceTrade - Philosophy & Basic Terms (Part 1)

    • This is ServiceTrade - Philosophy & Basic Terms (Part 2)
  • 2

    Navigating the App

    • Getting Started

    • Logging In & Resetting Your Password

    • The Dashboard

    • Customizing the Dashboard

    • The Navigation Bar & Customer Support
  • 3

    Customers

    • Customers and Locations

    • The Company Page

    • The Location Page

    • Creating a Customer

    • Contacts
  • 4

    Customer Data

    • Your Customer's Information

    • Assets

    • Services

    • Service Templates

    • Items & Contracts

    • Creating Contracts (Item Prices)

    • Customer Quiz

    • Putting It All Together - Customer Data
  • 5

    Jobs

    • The Job Life Cycle

    • Creating a Job

    • The Job Page

    • Managing Appointments

    • Job Items & Wrapping Up The Job Page

    • Service Link

    • Jobs Quiz

    • Putting It All Together - Jobs
  • 6

    Scheduling

    • Managing Services & Scheduling Appointments

    • Service Opportunities

    • Dispatch

    • Schedule

    • Scheduling Quiz

    • Putting It All Together - Scheduling
  • 7

    Billing

    • Completing & Invoicing a Job

    • Job Completion

    • Invoicing

    • Invoice Link

    • Billing Quiz

    • Putting It All Together - Billing
  • 8

    Quoting

    • Quote More Work

    • Creating Quotes

    • Creating Jobs from Quotes

    • Quote Templates

    • Deficiencies

    • Quoting Quiz

    • Putting It All Together - Quoting
  • 9

    Let Us Know What You Think

    • Feedback Survey