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

    • How To Use This Course

    • This is ServiceTrade - Philosophy & Basic Terms (Part 1)

    • This is ServiceTrade - Philosophy & Basic Terms (Part 2)
  • 2

    Navigating the App

    • Getting Started

    • Logging In & Resetting Your Password

    • The Dashboard

    • The Navigation Bar & Customer Support
  • 3

    Customers

    • Customers and Locations

    • The Company Page

    • The Location Page

    • Creating a Customer

    • Contacts
  • 4

    Customer Data

    • Your Customer's Information

    • Assets

    • Services

    • Service Templates

    • Items & Contracts

    • Creating Contracts (Item Prices)

    • Customer Quiz

    • Putting It All Together - Customer Data
  • 5

    Jobs

    • The Job Life Cycle

    • Creating a Job

    • The Job Page

    • Managing Appointments

    • Job Items & Wrapping Up The Job Page

    • Service Link

    • Jobs Quiz

    • Putting It All Together - Jobs
  • 6

    Scheduling

    • Managing Services & Scheduling Appointments

    • Service Opportunities

    • The Map Scheduler

    • The Dispatch Board

    • Scheduling Quiz

    • Putting It All Together - Scheduling
  • 7

    Billing

    • Completing & Invoicing a Job

    • Job Completion

    • Invoicing

    • Invoice Link

    • Billing Quiz

    • Putting It All Together - Billing
  • 8

    Quoting

    • Quote More Work

    • Creating Quotes

    • Creating Jobs from Quotes

    • Quote Templates

    • Deficiencies

    • Quoting Quiz

    • Putting It All Together - Quoting
  • 9

    Let Us Know What You Think

    • Customer Feedback Survey

About the instructors

Training and Content Specialist

Adam Graetz

Adam is a Training and Content Specialist at ServiceTrade. He does all things “Customer Learning” including Certifications and Help Center material. Outside of making Instructional content he enjoys producing music and multimedia experiences, AI research, DJing, and video games.

Training and Content Specialist

Derek Torres

Derek is a Training and Content Specialist at ServiceTrade. He does all things "Customer Learning" including Certifications and Help Center material. Outside of making Instructional content he likes Star Trek, Reptiles, and NBA Basketball.

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.

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