Automate Every Stage Of Your Service Workflow

A Fully Connected Service Operation Integrate ServiceTrade to create a continuous data loop that powers your entire service lifecycle, from the first inspection to the final payment
  • Sync customer records and service history across platforms effortlessly

  • Speed up your billing cycle by sending completed job data directly to accounting

  • Enhance technician productivity with real-time access to inventory and asset data

  • Maintain a single source of truth for all project notes, photos, and compliance forms

  • Automate communication to keep customers informed at every stage of the job

What You Can Automate With ServiceTrade Integrations

Financial Reconciliation

Automatically push approved invoices and payroll hours from ServiceTrade to your accounting software. This removes the need for manual data entry and ensures your general ledger is always current.

Lead-To-Job Conversion

Sync your sales pipeline with field operations. When a quote is signed in your CRM, a new job can be automatically created in ServiceTrade with all relevant site and equipment details attached.

Inventory & Parts Management

Connect with supply chain platforms to track parts usage in real-time. When a technician uses a part on a job, your inventory levels update automatically, triggering reorder alerts before you run out.

Payment Processing

Integrate digital payment gateways to collect payments in the field. Once a technician finishes a repair, they can accept payment on-site, which immediately updates the job status and your financial records.

Customer Relationship Management

Keep your marketing and support teams in the loop. Automatically update contact lists or trigger follow-up surveys based on completed service calls to drive repeat business.

Preventive Maintenance Automation

Integrate IoT devices, building management systems or asset tracking tools with ServiceTrade to create automatic maintenance plans, recurring work orders, and service reminders based on the status of the equipment.

Popular ServiceTrade Integrations

ServiceTrade + QuickBooks

Simplify your bookkeeping by syncing customers, items, and invoices. Eliminate the month-end headache of manual exports and imports.

See ServiceTrade + QuickBooks Integration

ServiceTrade + Salesforce

Connect your high-powered sales engine to your field operations. Ensure that what was promised during the sale is exactly what gets delivered on the job site.

See ServiceTrade + Salesforce Integration

How to Get Started

1

Create An Account

Sign up or log in to your ConnectorHub workspace.

2

Authenticate ServiceTrade

Connect using your ServiceTrade credentials and API access.

3

Choose A Flow

Select a pre-built integration or design your own workflow.

4

Activate & Monitor

Go live & track performance from dashboard.

ConnectorHub Integration Library

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