what we do

Big picture, Trade­-Serve™ is a complete Office and Field management software. We infuse best business practices into offices across the country. We do so through easy to use systems that are customizable to many ways of doing business.

Trade­-Serve is more than just an office solution with a field side. We are specialized in making it easy for technicians to present your products and services to customers based on the science of human decision-­making.

No longer do you have to be in the truck with your technician to see what they are presenting. Trade­-Serve makes it simple to train technicians to be Presentation Heroes. But, its most powerful feature is the ability to gauge your training. Empower your people to increase your cash flow on every call.

Redefine Choice for your customers, owners, managers, accountants, call takers, dispatchers, and service managers. Join us, and Rethink Choice.

Start today. Schedule a personal demonstration to see how Trade­-Serve fits into your business

Trade-Serve Offering Choice

Schedule a Personal Demo

Custom Packaging

$75/mo

  • Unlimited Office Users
  • In-Field Create-A-Product
  • In-Field Custom Package Maker
  • While We're Here Smart Pricing®
  • Design-a-play™
  • Smart Survey™
  • Smart Packaging™
  • Dispatching
  • Phone Scripting
  • Customer Satisfaction Survey
  • QuickBooks Integration
  • Tom Tom Integration
  • Lead Source Tracker

If you’re a smaller company or would like to use Trade-Serve only in the field, then this version may be for you. You can use this version to supplement your existing office solution. While small, it’s powerful. It has many of the dynamic Turbo-Charged features of Trade-Serve. Use the Learn More button below for a detailed comparison and to see other associated cost. However, you will have to contact us so you can see Trade-Serve’s full potential.

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Enterprise

$175/mo

  • Unlimited Office Users
  • In-Field Create-A-Product
  • In-Field Custom Package Maker
  • While We're Here Smart Pricing®
  • Design-a-play™
  • Smart Survey™
  • Smart Packaging™
  • Dispatching
  • Phone Scripting
  • Customer Satisfaction Survey
  • QuickBooks Integration
  • Tom Tom Integration
  • Lead Source Tracker

Too much to list. This is a full enterprise solution, call counting, dispatch, mapping, lead-source, and coaching. Use the Learn More button below for a detailed comparison and to see other associated cost. However, you will have to contact us so you can see Trade-Serve’s full potential.

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Smart Packaging™

$125/mo

  • Unlimited Office Users
  • In-Field Create-A-Product
  • In-Field Custom Package Maker
  • While We're Here Smart Pricing ®
  • Design-a-play™
  • Smart Survey™
  • Smart Packaging™
  • Dispatching
  • Phone Scripting
  • Customer Satisfaction Survey
  • QuickBooks Integration
  • Tom Tom Integration
  • Lead Source Tracker

It has all of the Custom Package features but adds the Smart Tools Suite. If you’re not ready for our office solution (If you have an office you should be), but want to cross market your various product lines and trades, this version is for you. Use the Learn More button below for a detailed comparison and to see other associated cost. However, you will have to contact us so you can see Trade-Serve’s full potential.

Learn More