AI Assistants
Smart Assistants for Commercial Field Service
Smart Assistants are built-in AI tools that help teams capture field information faster, turn service work into a clear, compelling story for customers, and surface the context needed to understand their operational data—so they can move faster, deliver a better customer experience, and uncover more opportunities to grow the business.
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Smart Assistants for Commercial Contractors
AI Tools That Help Commercial Service Teams Move Faster
Smart Assistants reduce the manual work that slows commercial service teams down — from asset data entry in the field to operational reporting in the office. Each assistant is purpose-built for a specific task inside ServiceTrade, so your team gets help exactly where they need it.
Get more from your operational data.
Ask questions in plain language and get clear, visual answers from your operational data, making it easier to spot trends, understand performance, and know where to act next.
Turn field notes into customer-ready comments.
Turn rough technician notes into clear, professional service comments that help your customers understand what happened, why it matters, and what comes next.
Pull the full job story together.
Create a clear, complete job summary from service details, notes, and history inside the Service Link workflow, so your team can quickly share the full story after the work is done.
Capture asset details in seconds.
Capture make, model, and serial information from a nameplate photo in the ServiceTrade Mobile App, so technicians can create and find assets faster with less manual entry.
Turn receipt photos into draft purchase orders.
ServiceTrade Smart Receipts turns a receipt photo into a catalog-matched draft purchase order in seconds, so technicians review instead of retyping. Every line is confirmed by a human before posting, reducing errors and AP clean-up.
How Smart Assistants Help Commercial Service Teams Move Faster
our customers
“Going from waiting months, and being able to review, complete, and invoice a job within 48 hours of the tech being on site has been a huge help.”
Mychalanne Kelley, Action Fire and Alarm
How ServiceTrade Turned Quotes into Same-Day Cash
our customers
“ServiceTrade does offer us a lot of integrations and potential.”
Erica McMahon, FP Solution
Improve Visibility and Reduce Manual Work – ServiceTrade for Field Teams
our customers
“ServiceTrade has really changed the way that we look at all aspects of the business.”
Dan Campion, Shore Point Fire Protection
Operational Efficiency for Field Teams – ServiceTrade All-in-One Platform
our customers
“We’re able to run 3 times as many calls on a daily basis as we were prior to.”
Nick Caplinger, KC Services
Customer Growth and Better Customer Experience with ServiceTrade
our customers
“I was finally able to sleep soundly knowing I was in control.”
John McLean, Adaptive Climates
How Adaptive Climates Scales Commercial HVAC Service in Toronto with ServiceTrade
our customers
“Our profit margin shot through the roof.”
Adam Heiser, Fire Protection Services
How ServiceTrade Helped a Fire Protection Company Grow 20x and Skyrocket Profit Margins
our customers
“My day would be twice as long and I wouldn’t be as productive without ServiceTrade.”
Jamie, Encore Fire Protection
Encore Fire Protection Scales with ServiceTrade: Driving Growth and Consistency Across Every Branch
our customers
“Everybody, whether you’re a salesperson in Maryland or a technician in Maine, is looking at the same information, and we can all benchmark off of it.”
Tom O’Connor, President of Encore
How Fire Protection Technicians Stay Productive During Inspections
FAQs
Common Questions
What is a Smart Assistant?
A Smart Assistant is a built-in assistive AI tool inside ServiceTrade that helps your team complete everyday service work faster. Smart Assistants can capture asset details, clean up technician notes, summarize job history, draft customer-ready communication, and surface insights from your operational data.
How are Smart Assistants different from ServiceTrade’s Stella Agents?
Smart Assistants support your team in the moment by helping with specific tasks like summarizing, drafting, scanning, and answering questions from your data. Stella Agents are designed to take action across larger, multi-step workflows. Smart Assistants help your team work faster. Stella Agents help move routine work from task to outcome.
Where do Smart Assistants work?
Smart Assistants are built directly into ServiceTrade workflows, including the ServiceTrade Mobile App, Service Link, job records, asset records, customer communication, and reporting experiences. Your team does not need to switch systems or copy information into outside AI tools.
What can Smart Assistants help my team do?
Smart Assistants help your team reduce manual work, improve documentation, communicate more clearly with customers, and get more useful insight from service data. They help technicians capture information faster, office teams pull the job story together, and leaders understand what is happening across the business.
How do I get started with Smart Assistants?
Request a demo to see how Smart Assistants work inside ServiceTrade workflows and help your team capture information faster, communicate more clearly, and get more value from your service data.
Are Smart Assistants built into ServiceTrade?
Yes. For customers on our Premium and Enterprise plan, Smart Assistants are built directly into ServiceTrade, so your team can use AI in the same workflows they already use to document jobs, communicate with customers, manage assets, and understand operational data.
Get Started Today
Office users are always free. Our subscription pricing lines up with your most valuable asset – technicians.
See how ServiceTrade can give you more control over your operations.