New Integration: Engage Customers, Support Field Reps, and Streamline Processes with ServiceTrade

Toby Peterson
Toby Peterson / November 15, 2018
ServiceTrade home page

ServiceTrade is a service operations platform that helps you streamline workflows, manage projects, and support technicians in the field. Send service quotes electronically for customer approval, then assign customers for follow-up actions. Schedule one-time and recurring work, automate reminders, generate optimal service routes, dispatch field reps, and track job hours. Provide customers with real-time status updates, photo and audio memos, appointment schedules, and service histories. You can even collect and share online reviews and generate performance reports in real time using Amazon QuickSight.

And now ServiceTrade connects with Zapier, making it easier than ever to automate your service processes. Zapier can automatically trigger workflows in other apps whenever new companies, contacts, attachments, or deficiencies are created; whenever jobs or quotes are created or updated; or whenever appointments, invoices, or locations are updated in ServiceTrade. Or you can automatically create or update contacts, appointments, locations, jobs, or companies in ServiceTrade whenever trigger events happen in the other apps you use most.

To connect ServiceTrade with 1,300+ other apps, including Zendesk, Wufoo, and Salesforce, head to ServiceTrade's Zapier integration page.

How to Automate ServiceTrade with Zapier

  1. Sign up for a ServiceTrade account, and make sure you have a Zapier account.

  2. Try some pre-made ServiceTrade integrations, and learn more about how ServiceTrade works with Zapier.

  3. Or log in and build a custom workflow with ServiceTrade and Zapier.