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

  • 1

    Introduction to ServiceTrade

    • This is ServiceTrade - Philosophy and Basic Terms

    • How to Use ServiceTrade Certification
  • 2

    Navigating the App

    • Getting Started
  • 3

    Customers

    • Customers and Locations

    • The Company Page

    • The Location Page

    • Creating a Customer

    • Contacts

    • Assets

    • Creating Services

    • Service Templates

    • Contracts

    • Putting It All Together - Customers
  • 4

    Jobs

    • The Job Life Cycle

    • Creating a Job

    • The Job Page

    • Managing Appointments

    • Wrapping Up the Job Page

    • Putting it All Together - Jobs
  • 5

    Scheduling

    • Service Opportunities

    • Scheduler

    • Dispatch

    • Putting It All Together - Scheduling
  • 6

    Job Completion

    • Completing a Job

    • Invoicing

    • Invoice Link

    • Service Link & Service Reviews

    • Putting It All Together - Job Completion
  • 7

    Quoting

    • Quote More Work

    • Quotes

    • Quote Templates

    • Deficiencies

    • Putting It All Together - Quoting
  • 8

    Certification Exam

    • Get Certified

    • ServiceTrade Office Certification Exam
  • 9

    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.

Start earning your ServiceTrade Certification today

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