STOP: If you have not yet completed the ServiceTrade Office Certification course, please do so before moving on.

Administrators in ServiceTrade have responsibilities beyond just the basic features and functions.

The course should be taken after the Office Certification and explains how to set up and maintain your account in the application with videos and helpful examples of how to get the most out of your usage of the app.

Each course ends with a pass-fail examination. Students follow along with the course, then take the exam. In the case of a failed exam, the student can review the relevant sections, then retake the exam until they pass.

The course is updated regularly as new features are added to the app, helping existing users keep up to date.

Course Curriculum

  • 1

    ServiceTrade Administrator Certification

    • Take Charge

    • How to Use This Course

  • 2

    My Account

    • My Company

    • Offices

    • Brands

    • Users

    • Roles

    • Subcontractors (Vendors)

    • Blank Paperwork

    • Tags

    • Items

    • Service Templates

    • Terms & Conditions

    • Regions

  • 3


    • Contracts

    • Contracts Overview

    • Creating a Contract

    • Recurring Invoices

  • 4

    Bulk Imports

    • Bulk Import

  • 5

    Account Settings

    • Account Settings

    • Default Behaviors

    • Asset Selection

    • Integrations

  • 6

    Project Management

    • Managing Projects and Budgets

    • Projects

    • Budgets

    • Performance Page - Overview

    • Performance Page - Progress Tracking

    • Change Orders

    • Advanced Budget Features

  • 7

    Let Us Know What You Think

    • Customer Feedback Survey

About the instructor

Director of Customer Success

David Varnedoe

David has more than 10 years' experience leading training teams, creating learning materials and facilitating professional training. He joined ServiceTrade to lead the ServiceTrade Certification program. When not working, he enjoys sampling good whisky, riding bikes, playing video games, podcasting and hanging out with his miniature dachshund, Kermit the Dog.