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
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
LionO360 ERP
LionO360 is a comprehensive SaaS based CRM/ERP solution that enables you to manage your entire business from one unified platform. This drives operational efficiency and enables business growth.
Our next-gen platform empowers SMBs to transform their business process. There is no need to maintain multiple systems to run your business, and constantly deal with data reconciliation issues and manual workarounds.
With the LionO360 platform, you get one single and unified CRM/ERP system to manage all your core business functions, which includes sales, customer relationships and pipeline/quota management to back-office inventory, purchases, warehouse, field service, logistics, financial management and e-commerce integrations.
Our out-of-box solution is highly configurable and provides flexibility to start immediately, and then scale as the business expands.
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
Commusoft
Increase productivity and profitability from the office or on the road with Commusoft, an all-in-one job management software built for trades companies. A cloud-based solution, Commusoft lets service businesses of all sizes complete more jobs per day, deliver exceptional customer service, and speed up invoicing to get paid faster.
And that’s not all; with a variety of customization options, Commusoft empowers clients to take control of their day-to-day activities and unique workflows. The platform brings together a wide range of tools in a single solution, including CRM, estimates, job management, supplier and inventory management, invoices and payments, custom digital forms, over 40 preconfigured reports, and SLA monitoring.
Don’t stay trapped in the past! Commusoft makes it easy to transition from paper based workflows to powerful digital operations; our training sessions set our clients up for success with our software. Discover how Commusoft can change your business.
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
Other Useful Business Software
Run applications fast and securely in a fully managed environment
Run frontend and backend services, batch jobs, deploy websites and applications, and queue processing workloads without the need to manage infrastructure.
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
Contact Database
Contract Management
Customer Database
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Scheduling
Service History Tracking
Time Clock
Work Order Management
Dispatch Management
Routing
Tradesman Job Management
Contract Management
Customer Database
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Dispatch Management
For Builders
