ServiceTrade Features
Before the Job (4)
Calendar
Uses the calendar tool to determine field workers who are free for the job.
Dispatch
Notifies field service workers of their upcoming assignments.
Roles
Allows users to see tasks according to permissions and roles.
Booking
Allows clients to book jobs through the desktop page or within the app.
On the Job (5)
Location
Tracks employee location to ensure timeliness.
Employee Communication
Enables communication within the app from manager to field service employee.
Behavior Monitoring
Monitors behavior in the field.
Client Notifications
Notifies clients, should any delays or mishaps occur.
Field Sales
Includes some ability to serve as a sales and ordering application.
After the Job (4)
Reports
Creates reports that reflect field performance either as a team or individually, to review productivity.
Analytics
Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
Invoicing
Sends invoices through the software and allows clients to pay on the spot.
CRM Integrations
Integrates with CRM software to monitor all aspects of the customer relationship.
Execution (5)
Sampling
Identify and track material samples for inspection or re-inspection.
Corrective Actions
Implement action plans which can be prioritized based on severity.
Data Capture
Capture inspection data including photos and video, both online and offline.
Reports
Generate inspection reports using the information gathered during the inspection.
Ad-hoc Tasks
Allow users to create ad-hoc or unplanned inspection tasks.
Planning (4)
Checklists
Ability to create configurable forms and checklists to capture inspection information.
Approvals
Ability to define criteria and workflows to approve or reject inspection tasks.
Scheduling
Organize inspection tasks based on constraints such as inspector availability.
Procedures
Allow users to create procedures and workflows for multiple types of inspections.
Analytics (3)
Monitoring
Track the inspection process to ensure it follows procedures and complies with regulations.
KPIs
Analyze inspection metrics such as cost of quality or Overall Operations Effectiveness (OOE).
Nonconformace
Generate nonconformance records and reports for defective products or noncompliance.
Generative AI (2)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Agentic AI - Field Service Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting





