• ServiceTrade

    ServiceTrade helps service contractors deliver an amazing customer experience and earn more revenue.

  • Commercial contractors use ServiceTrade to delight their customers with convenient, online customer service while managing their accounting functions in Sage Intacct. ServiceTrade’s native integration with Sage Intacct makes it easy to pass complete and accurate data about each work order to accounting.

    ServiceTrade is software used by service managers, field service technicians, project managers, and office staff in commercial contracting businesses. The ServiceTrade web and mobile applications streamline service and project operations with work order and budget management and scheduling, increase service revenue with built-in quoting, and improve retention with convenient, online customer service tools.

    Key Benefits:

    • Eliminate double data entry. Customer data is automatically synced to Sage Intacct.
    • Invoice and collect faster. Pro forma Invoices generated in ServiceTrade are sent straight to Sage Intacct to streamline customer invoicing.
    • Manage customer-specific pricing contracts. Pro forma invoices created in ServiceTrade honor contracted pricing terms.
    • Native integration. Sync data from ServiceTrade to your Sage Intacct account with a click of a button.
    • Multi-entity Sage Intacct companies are supported.

    Industries & Verticals Served: Mechanical, Commercial HVAC, Fire Protection, Commercial Food Equipment, Kitchen Exhaust Cleaning, Medical Equipment, Industrial Refrigeration, Commercial Electrical

    Joint Customer Success Story:

    System Requirements:
    Sage Intacct Core Financials, Sage Intacct Platform Services, Order Entry, Basic Project Tracking (Dimensions).

    Billed per technician, per month, on an annual basis. Office users are always free.

    Integration Approved Countries:
    United States;


    ServiceTrade logo

    ServiceTrade helps commercial contractors build valuable and lasting connections to their customers. We provide web and mobile SaaS applications to field technicians and back office staff that reduce administrative burden, improve technician productivity, and provide customers with rich, online records of work performed.

    ServiceTrade's integration with Sage Intacct eliminates double data entry and gives you a single data set to work from.

    • Invoices are generated in ServiceTrade and sent straight to Intacct to manage billing.
    • Customer data is synced to Intacct to avoid inaccurate billing. 
    • Pricing and contract management ensures that anyone on your team can quickly build an accurate invoice.
    See screenshots at servicetrade.com/intacct


    Phone: (919) 246-9900
    Website: http://www.servicetrade.com/intacct
    Year Founded: 2012
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