Audience
Businesses in need of a software for managing all aspects of a trade/field service business
About Trade Service Pro
Trade Service Pro can make the hard work easier for you. Estimates, eSign, invoices, ePay, scheduling and so much more. Increase your productivity, and customer satisifaction and take control of your on-the-job and back office needs. Input all customer and lead inquiries to keep track of who needs what, when, why and how. All without those scribbled notes, scattered to-dos, and faulty memories. Create and email proposals and invoices at the job site, the back-office or anywhere life takes you. Empower your team with the tools they need to get the job done. Easily create and send professional proposals to customers' inboxes where they can accept and eSign.
Other Popular Alternatives & Related Software
Simpro
Simpro is field service management software for trade and service businesses that manage work across the office and the field. The platform helps teams coordinate estimating, quoting, scheduling, dispatch, job management, invoicing, reporting, customer communication, inventory-related work, assets, and maintenance workflows in one system.
Simpro supports contractors and service organizations in industries such as HVAC, plumbing, electrical, fire and security, facilities maintenance, and other residential and commercial trades. Field teams can access job information on mobile devices while office teams manage schedules, customer details, invoices, and operational reporting. Simpro Lightning adds an AI intelligence layer designed to help field service teams ask questions, find insights, and support day-to-day decision-making from their business data.
Learn more
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
Learn more
Baseqore
Baseqore is a freelancer-first CRM to run client work from proposal to payment. Create proposals and contracts (e-sign), manage clients/projects, track tasks and time, then convert hours into invoices clients can pay online. Payments: cards + Apple Pay/Google Pay via Stripe, plus PayPal, Revolut Pay, Wise and Mollie. Give clients a branded portal on your own domain for updates, files and invoices. Also includes estimates, expenses, calendar, team members and data export.
Who it’s for: freelancers, studios, and small agencies (web/design/dev, copywriters, photographers, interior designers, marketers).
Plans & limits:
• Free: 3 clients, 3 projects, 1 seat. Includes invoices, estimates, proposals, contracts (e-sign), calendar, time tracking, client portal, custom domain. No card required.
• Pro/Ultra: higher limits and seats for growing teams.
Hosted SaaS. Secure (HTTPS). Baseqore never stores card data; SCA/3-D Secure handled by providers. Start free and upgrade anytime.
Learn more
BuildOps
Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry?
Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports.
- All your metrics can be reported from one place
- Monitor field tech success, identify trends, and make data-backed decisions
- Attach photos, videos and PDFs easily to invoices and quotes.
- From service to projects and everything in between
Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop".
BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.
Learn more
Pricing
Starting Price:
$49 per month
Free Trial:
Free Trial available.
Integrations
Company Information
Trade Service Pro
Founded: 2022
United States
tradeservicepro.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Phone Support
Online
Trade Service Pro Frequently Asked Questions
Trade Service Pro Product Features
Field Service Management
Billing & Invoicing
Supported
Contact Database
Supported
Contract Management
Supported
Customer Database
Supported
Electronic Signature
Supported
Inventory Management
Supported
Mobile Access
Supported
Payment Collection in the Field
Supported
Quotes / Estimates
Supported
Scheduling
Supported
Service History Tracking
Supported
Time Clock
Supported
Work Order Management
Supported
Dispatch Management
Not Supported
Routing
Not Supported
Tradesman Job Management
Contract Management
Supported
Customer Database
Supported
For Electricians
Supported
For Field Service Businesses
Supported
For HVAC
Supported
For Plumbers
Supported
For Roofers
Supported
Invoicing
Supported
Job Tracking
Supported
Payments
Supported
Quoting
Supported
Reporting
Supported
Scheduling
Supported
Time Tracking
Supported
Dispatch Management
Not Supported
For Builders
Not Supported
