Students learn how to use the ServiceTrade desktop web app in self-paced online learning courses that can be started, stopped and resumed at any time. Users watch videos and follow along in the application.
The course explains why each step in the application is important and how it impacts other users in the company — and ultimately your customers.
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
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1
Introduction to ServiceTrade
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This is ServiceTrade - Philosophy and Basic Terms
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How to Use ServiceTrade Certification
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2
Navigating the App
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Getting Started
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3
Customers
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Customers and Locations
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The Company Page
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The Location Page
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Creating a Customer
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Contacts
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Assets
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Creating Services
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Service Templates
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Contracts
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Putting It All Together - Customers
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4
Jobs
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The Job Life Cycle
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Creating a Job
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The New Job Page
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Managing Appointments
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Putting it All Together - Jobs
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5
Scheduling
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Service Opportunities
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Scheduler
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Dispatch
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Putting It All Together - Scheduling
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6
Job Completion
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Completing a Job
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Invoicing
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Service Link & Service Reviews
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Putting It All Together - Job Completion
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7
Quoting
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Quote More Work
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Quotes
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Quote Templates
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Deficiencies
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Putting It All Together - Quoting
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8
Certification Exam
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Get Certified
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ServiceTrade Office Certification Exam
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About the instructor

Director of Customer Success
David Varnedoe
Start earning your ServiceTrade Certification today
Start earning your ServiceTrade Certification today
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