ServiceForms

ServiceForms

ServiceTrade
trakref

trakref

Trakref
+
+

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About

Streamline large extinguisher and alarm inspection jobs with barcode or QR code scanning. Document a deficiency when you record something that is out of compliance. Customize your AHJ compliance reports to include graphs, charts or photos. Use barcode or QR codes to quickly identify equipment. Create task lists for each type of service. Report refrigerant usage per EPA guidelines. Screen employees for COVID-19 symptoms. Make sure that technicians use the right forms for the job and submit them with all the required data. Verify compliance and act on any issues when the data is automatically transferred to the job in ServiceTrade. Create custom, professional reports for the customer and the authorities (AHJ and EPA, for example) that prove compliance. Give technicians shortcuts by auto-filling basic information from ServiceTrade so they only enter the new data. Ensure completeness with required fields that warn technicians when they miss something.

About

HVACR compliance is fast-changing and complex, and you have a lot of responsibilities. That’s why we made Trakref: A comprehensive HVACR and refrigerant management software that helps you do your job better. With pre-built workflows & push-button reporting, you can achieve optimal compliance outcomes. Trakref is an out-of-the-box refrigerant management software built to protect owners but designed to support service providers. We give you powerful software tools to manage refrigerant leaks and extend HVAC/R equipment life, reducing maintenance and material costs in the process. We are the subject-matter experts and authority on HVAC/R and refrigerant management and compliance. No consultants are needed because we update all your needs as the requirements change. Thousands of successful audits. Hundreds of millions of pounds of gas tracked.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Commercial service contractors looking for a solution to collect the vital data they need

Audience

Companies looking for a full lifecycle HVACR & refrigerant management solution

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$79 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Affordable, easy to use, great support and helps the entire team achieve HVAC/R compliance. Best California R3 support and with push-button audits and filing functions, it does everything an entire team of people would do.

Cons

  • There are no complaints, the product does what it promises and they make sure we get the support we need.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

ServiceTrade
Founded: 2012
United States
servicetrade.com/serviceforms/

Company Information

Trakref
Founded: 2011
United States
www.trakref.com

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Compusource

Categories

Forms Automation Supported
Inspection Supported

Categories

HVAC Supported

HVAC Features

Billing & Invoicing Not Supported
Customer Database Not Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Not Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Not Supported
Work Order Management Supported

Integrations

Asana Supported
Dropbox Supported
Facebook Supported
Google Calendar Supported
Google Drive Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Mailchimp Supported
Pipedrive Supported
QuickBooks Online Supported
Sage Intacct Supported
Salesforce Supported
ServiceTrade Supported
Slack Supported
Trello Supported
X (Twitter) Supported
YouTube Supported

Integrations

Asana Not Supported
Dropbox Not Supported
Facebook Not Supported
Google Calendar Not Supported
Google Drive Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Mailchimp Not Supported
Pipedrive Not Supported
QuickBooks Online Not Supported
Sage Intacct Not Supported
Salesforce Not Supported
ServiceTrade Not Supported
Slack Not Supported
Trello Not Supported
X (Twitter) Not Supported
YouTube Not Supported
Claim ServiceForms and update features and information
Claim ServiceForms and update features and information
Claim trakref and update features and information
Claim trakref and update features and information