Structured Onboarding
We do this every day, and we’re here to help you find your way.
You and your dedicated ServiceTrade implementation team will keep track of your process in the ServiceTrade Journey Dashboard. Assignments, status, and contact information for your team are at your fingertips as you go through our proven onboarding project.
Path to success
New Customer Onboarding and Implementation
Step 1. Sales Handoff
Once you’ve signed your contract with ServiceTrade, your sales representative will introduce you to the success team via email.
Project Assignment
You’ll be assigned a Project Manager (PM) who will guide your project from beginning to end. Your paid subscription grants you access to our frontline success team and help center resources
Step 2. Kickoff Scheduling and Prep
Schedule Kickoff
Based on your service delivery window, you’ll be given calendar options prior to your start date
Certification Signup
We’ll provide you with the path to activate online certifications for your team
Prep your data
You’ll want to start reviewing your data and getting your files ready to send to us for conversion
Step 3. The Kickoff Call
Begin your journey!
- Your ServiceTrade PM will:
Schedule a time for weekly progress calls - Review your implementation timeline
- Learn more about your business
- Establish measures of success during implementation
- Plan for your team to earn their certifications
Discuss your data
Step 4. Data Gathering
We’ll work with you to gather all relevant data we’ll need to import into ServiceTrade
- Customers
- Services
- Items & Prices
- Customer Equipment
- PDF Forms
Step 5. Learning ServiceTrade
We have a variety of options for your employees to learn how to use ServiceTrade, including:
Certification Program
Your primary resource for learning the functionality of ServiceTrade is our Certification Programs. They are self-paced, online courses that cover essential features and functionality for various roles within your company including administrators, office staff, and technicians.
Q&A Session
During your weekly calls with your project manager there will be time to discuss your project. As you get closer to your Go Live date we’ll want your team to participate in a pre – Go Live Q&A to make sure there are no lingering questions.
Remote Sessions (optional add-on)
Remote sessions are an option for Premium and Enterprise subscribers. During the onboarding process, we can scope out a remote session plan for your team that fits your needs.
Onsite Go Live Support (optional add-on)
Onsite Go Live Support is an option for Enterprise subscribers. If your team needs some additional support on your planned Go Live date with ServiceTrade, you can purchase that support in daily increments.
Step 6. External Systems & Integrations
If you decide to integrate your ServiceTrade account with other systems and/or software in your business, our implementation team works under the hood to ensure ServiceTrade works well with these systems.
Step 7. Data Import Review & Approval
We’ve worked together to set up your account and imported your data. Now we will review the environment with your internal point of contact. We will rest real-life use cases to ensure your account is set up to meet your business needs. If we find we need to go back and make changes, we will, and then repeat the testing process until you feel ready to move forward.
Step 8. You did it!
Time to celebrate! Your company is officially up and running with ServiceTrade. Now you get to enjoy the benefits of streamlined workflows, reduction in paper, and the improved communications between your office staff and technicians. Your customers will notice the benefits too when you start sending online quotes, service notifications, and invoice links! Great job!
Step 1. Sales Handoff
Once you’ve signed your contract with ServiceTrade, your sales representative will introduce you to the success team via email.
Project Assignment
You’ll be assigned a Project Manager (PM) who will guide your project from beginning to end. Your paid subscription grants you access to our frontline success team and help center resources
Step 2. Kickoff Scheduling and Prep
Schedule Kickoff
Based on your service delivery window, you’ll be given calendar options prior to your start date
Certification Signup
We’ll provide you with the path to activate online certifications for your team
Prep your data
You’ll want to start reviewing your data and getting your files ready to send to us for conversion
Step 3. The Kickoff Call
Begin your journey!
- Your ServiceTrade PM will:
Schedule a time for weekly progress calls - Review your implementation timeline
- Learn more about your business
- Establish measures of success during implementation
- Plan for your team to earn their certifications
Discuss your data
Step 4. Data Gathering
We’ll work with you to gather all relevant data we’ll need to import into ServiceTrade
- Customers
- Services
- Items & Prices
- Customer Equipment
- PDF Forms
Step 5. Learning ServiceTrade
We have a variety of options for your employees to learn how to use ServiceTrade, including:
Certification Program
Your primary resource for learning the functionality of ServiceTrade is our Certification Programs. They are self-paced, online courses that cover essential features and functionality for various roles within your company including administrators, office staff, and technicians.
Q&A Session
During your weekly calls with your project manager there will be time to discuss your project. As you get closer to your Go Live date we’ll want your team to participate in a pre – Go Live Q&A to make sure there are no lingering questions.
Remote Sessions (optional add-on)
Remote sessions are an option for Premium and Enterprise subscribers. During the onboarding process, we can scope out a remote session plan for your team that fits your needs.
Onsite Go Live Support (optional add-on)
Onsite Go Live Support is an option for Enterprise subscribers. If your team needs some additional support on your planned Go Live date with ServiceTrade, you can purchase that support in daily increments.
Step 6. External Systems & Integrations
If you decide to integrate your ServiceTrade account with other systems and/or software in your business, our implementation team works under the hood to ensure ServiceTrade works well with these systems.
Step 7. Data Import Review & Approval
We’ve worked together to set up your account and imported your data. Now we will review the environment with your internal point of contact. We will rest real-life use cases to ensure your account is set up to meet your business needs. If we find we need to go back and make changes, we will, and then repeat the testing process until you feel ready to move forward.
Step 8. You did it!
Time to celebrate! Your company is officially up and running with ServiceTrade. Now you get to enjoy the benefits of streamlined workflows, reduction in paper, and the improved communications between your office staff and technicians. Your customers will notice the benefits too when you start sending online quotes, service notifications, and invoice links! Great job!
Ongoing Help and Support
After your go-live date your implementation project will come to an end, but support from our success team will always be there for you. Whether it’s a support article in our help center, a question over email, or a phone call to report an issue, our frontline support team has your back.
- Help Center
- Email Support
- In-App Chat
- Phone Support
Once you’ve started using ServiceTrade like a rockstar, our account management will continue to follow up and check on your usage. There are a lot of features ServiceTrade provides and your account manager is here to make sure you’re getting the value we know is possible. They’ll be available to help when it comes time to renew!
- Account Health
- Value
- Upgrade
- Renewal
Onboarding Case Studies
VSC Fire & Security needed help bringing their service operations and customer service into ServiceTrade and giving each office a great training experience so they could work effectively in the application from day one.
