Trade-Serve Blog

Feel free to browse our blog.  We fill our blog full of tips and tricks to improve your technician's efficiency, sales, and customer service.

Why Reviews and Testimonials are Important for Service-Based Businesses

You’ve got a great team of technicians who provide excellent service. And, perhaps you’ve been in business for several years with many happy customers. But what is the best way to get the word out so even more people hear about your company? You could spend lots of money on various advertising strategies, which can be a great way to market. But are you leveraging customers you already have … [Read more...]

Helping Your Technician Sell – Without Frustrating Them

Every encounter with a client is an opportunity to make a sale. However, many technicians are not as good at selling as they could be, and they are often reluctant to sell add-on products or services to their customers. Below we discuss a three-step process to help technicians feel more comfortable in front of the customer. This three-step process encourages technicians to present options to … [Read more...]

Setting goals and budgeting for the new year?

Fill out the form to the right for FREE ACCESS to our Business Balancer! Offer expires Jan 15th Goal setting and budgeting doesn't have to be hard Traditionally, owners and managers set aside several sessions or one long session, combined with prep time, to go through finances in hopes of making realistic goals and setting an accurate budget. While having goals and a budget is … [Read more...]

Why Trade-Serve is Different

In addition to the CRM customer management and Dispatch functionality that routinely accompany Field Service Software, we give you the tools to professionally manage your tech’s presentations. Please allow me a minute to explain. Managing what is offered and how it’s offered is much more powerful than just having a presentation book or policy. We give you tools to do the following: • Identify … [Read more...]

Free Financial Software Trial ($800 Value)

With each webinar, we give away software that will: • Create financial balance within your company • Calculate your hourly rate • Produce a budget • Display tech goals by the hour, day, week, month, quarter, year. • Make a retirement plan • Make a profit sharing plan. Call now to schedule a webinar so you can see the details of Trade-Serve. In exchange for your time, you will gain access to … [Read more...]

Why should I schedule a personal demo?

This website cannot adequately communicate some of the most important and radically new functionalities of Trade-Serve. Below is a list of a few things we can discuss which doesn’t communicate quickly and clearly in a website: • Virtual Ride-a-longs o It’s like being present for your tech’s presentation. It’s very important and will really improve your profits and customer satisfaction • Choice … [Read more...]

The Importance of SEO for Your Business

There are numerous factors that play into being found by your customer in your market. Together these factors are called, Search Engine Optimization or SEO for short. Your ENTIRE organization needs to be involved in SEO in order to compete. In the past, you used to just buy and ad in the yellow pages; marketing life was “easy.” Now because of the internet, marketing requires daily activity. You … [Read more...]

Why Scripting Is Essential for Sales Training

Why Have Scripting? Can't You Just Hire Competent People? No! Your call center is the front line to realizing profits. Marketing is becoming much more difficult and, because of the internet, many consumers have already made their buying decision before they ever speak to your front line people. Scripting is about being intentional with your policies. You business is way too complicated to leave … [Read more...]

Understanding Your Business

A component of knowing what to do is based upon having the full picture. Trade-Serve gives you not only the “big” picture but it allows you to drill down into the full picture and diagnose what went right or what went wrong. It allows you to connect the dots. When all the dots are connected, you get the BIG picture and now you can make a decision. What went wrong? What went right? Was it your … [Read more...]

Discover What Your Customers Need with Trade-Serve

Fixing your customers needs, Known and UN-known needs and wants are fundamental to both customer satisfaction AND efficiency. Many business owners I coach erroneously believe that they must either raise their prices or lower their expenses. However, there’s a third larger and more profitable solution to increase your profits. That’s through efficiency. It’s way more profitable to repair two … [Read more...]

Contact Trade-Serve at or (636) 222-2222