About Trade Service Pro
Trade Service Pro is a service software/platform from Trade Service Pro that supports the management of trade services. It combines project tracking, invoice management, and customer relationship tools so businesses can efficiently manage their operations. This platform is designed to help companies monitor service performance, maintain financial records, and improve customer engagement. With features that support real-time updates, reporting capabilities, and integrated communication channels, users can achieve better coordination within their teams and with clients. Key capabilities: project tracking invoice management customer relationship tools reporting capabilities integrated communication Best for: businesses that need to manage trade services effectively.
Trade Service Pro, developed by Trade Service Pro LLC, is a versatile field service management software designed to empower trade and home service businesses with streamlined operations and modern digital tools. The user interface of Trade Service Pro is web-based and accessible across any device with a browser, making it highly adaptable for technicians in the field and managers in the office. Its design emphasizes simplicity, allowing users to hit the ground running with minimal training. Navigation is intuitive, with clear modules for scheduling, invoicing, proposals, and customer management. A unique aspect of its interface is the flexibility it offers—users are not forced into rigid workflows but can adapt the system to their preferred processes, which is particularly valuable for diverse trades ranging from HVAC and plumbing to tree services and house cleaning. In terms of functionality and features, Trade Service Pro provides a comprehensive suite that includes CRM for customer tracking, proposals with eSign capabilities, invoicing with integrated ePay, scheduling, timesheets, inventory management, and custom forms. It also supports credit card processing through Stripe, ensuring secure transactions.
Pros & Cons
- +Setup is quick and doesn’t require long training sessions.
- +Scheduling and dispatch tools are straightforward for small teams.
- +Built-in proposals with eSign help close deals faster.
- +Cloud-based access works smoothly across devices without installation.
- +Pricebook management makes organizing services and labor efficient.
- −Reporting customization is limited compared to larger platforms.
- −Some users note mobile features feel basic for advanced needs.
- −Pricing can be high for very small contractors using only core features.
- −Customer support response times vary depending on region.
- −Inventory management lacks depth for complex businesses.
Features
Key features
- Client Manager
- Centralized CRM for tracking customer details and history
- Scheduling
- Manage jobs, appointments, and tasks in one calendar
- Proposals / eSign
- Send digital proposals for electronic signature
- Invoices / ePay
- Create and send invoices with online payment options
- Timesheets
- Track employee time with job and break timers
- Custom Forms
- Build forms to capture job-specific data
Additional features
- Credit Card Processing
- Accept payments securely via Stripe
- Inventory Management
- Track products, services, and labor
- Sales Tax Rates
- Auto-calculate tax based on zip code
- User Permissions
- Control access levels across roles
- Lead Intake
- Record incoming leads and ad sources
- Pricebook
- Manage pricing for services and materials
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Trade Service Pro
Trade Service Pro is a service software/platform from Trade Service Pro that supports the management of trade services. It combines project tracking, invoice management, and customer relationship tools so businesses can efficiently manage their operations. This platform is designed to help companies monitor service performance, maintain financial records, and improve customer engagement. With features that support real-time updates, reporting capabilities, and integrated communication channels, users can achieve better coordination within their teams and with clients. Key capabilities: project tracking invoice management customer relationship tools reporting capabilities integrated communication Best for: businesses that need to manage trade services effectively.
Trade Service Pro Details
Trade Service Pro's In-App Market Place
Does Trade Service Pro have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Accepted Payment Currencies
USD ($)
Pros & Cons
- Setup is quick and doesn’t require long training sessions.
- Scheduling and dispatch tools are straightforward for small teams.
- Built-in proposals with eSign help close deals faster.
- Cloud-based access works smoothly across devices without installation.
- Pricebook management makes organizing services and labor efficient.
- Reporting customization is limited compared to larger platforms.
- Some users note mobile features feel basic for advanced needs.
- Pricing can be high for very small contractors using only core features.
- Customer support response times vary depending on region.
- Inventory management lacks depth for complex businesses.
Trade Service Pro's Support Options
Email Address
company@tradeservicepro.comContact
9087771456Documentation
https://tradeservicepro.com/how-toTrade Service Pro's Alternatives
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