ServiceTrade

What it is

Category DescField-service management (FSM) software ↗

Target UserCommercial service contractors and facility service providers, primarily operating in fire protection, HVAC, mechanical, electrical, and refrigeration trades. ↗

OwnershipPE-backed (led by JMI Equity, with minority stakes held by Frontier Growth and Bull City Venture Partners) ↗

Founded Year2012 ↗

Pricing & cost

Pricing ModelQuote-based custom pricing model structured around three product suites (Select, Premium, and Enterprise). Pricing is calculated based on the number of field technicians supported and requires annual contracts, with unlimited office users included in all plans. ↗

Typical CostOfficial rates are quote-only and not published on ServiceTrade's website. Third-party industry analysis reports per-technician pricing starting between $79 and $159 per tech/month (billed annually). ↗

Api Or Integration FeesAPI access for custom integrations is included in the Premium and Enterprise suites. Basic accounting integrations like QuickBooks are included in the entry Select tier, while specific compliance integrations (such as Brycer) are available in the Premium tier. ↗

Implementation CostImplementation and onboarding require upfront Professional Services fees quoted separately (billed on a fixed-fee or time-and-materials basis), along with separate additional charges for data migration. ↗

API & data access

Has ApiYes ↗

Api TypeREST ↗

Api Access GatingAPI access requires approval through ServiceTrade's Partner App review process. Developers must apply, undergo an interview regarding data usage and intent, accept the EULA and Developer Agreement, and receive an official Partner App Key. Usage is restricted to Authorized Users for internal business purposes. ↗

Data Export OptionsCore data entities (such as customers, assets, and job service histories) can be exported to CSV. Additionally, ServiceTrade integrates its data warehouse with Amazon QuickSight to support custom field service reporting, dashboards, and visual data analysis. ↗

Native AI features

Ai Features SummaryServiceTrade provides native assistive and agentic AI capabilities built on 'Trade Intelligence,' a proprietary data layer derived from over 14 years of commercial service data. The platform organizes its AI tools into two main categories: 'Stella AI Agents' (autonomous workflow agents) and 'Smart Assistants' (embedded assistive tools). Core capabilities span dispatching, quoting, invoicing, collections, mobile job preparation, and plain-language operational analytics. Several features were introduced in 2025–2026 in Early Access/Beta status alongside Generally Available (GA) assistive tools. ↗

Ai DispatchServiceTrade offers 'Stella Schedule', an AI scheduling and dispatching agent introduced in Early Access on May 5, 2026. Stella Schedule automatically generates full-day technician schedules and routes based on trade context, technician skill matching, geographic drive time, workload, compliance rules, and SLA commitments. ↗

Ai FinanceOn June 30, 2026, ServiceTrade acquired Mura (an agentic AI billing startup) to expand its Stella AI suite into post-job financial operations. The integration includes 'Stella Invoice' (analyzes technician notes and job data to detect unbilled work and automate invoice generation), 'Stella Collect' (automates AR collection outreach and workflows), and 'AI PO Automation' (reconciles field purchase requests with back-office accounting jobs). ↗

Ai Assistant Or McpAssistants/Copilots: Offers native assistive tools such as 'Smart Tech Prepare' (GA, launched June 16, 2026), an AI mobile prep assistant that summarizes site history, prior deficiencies, and access details for technicians prior to arrival; and 'Smart Insights' (GA, launched October 20, 2025), a natural-language query interface for business reporting. AI Call Handling/CSR: ServiceTrade has no native AI receptionist or AI CSR call handling feature. MCP Server: ServiceTrade does not host an official first-party Model Context Protocol (MCP) server, though third-party integration vendors (such as Zapier) offer MCP adapters for ServiceTrade API actions. ↗

Integrations & ecosystem

Accounting IntegrationsServiceTrade connects directly to major accounting and ERP platforms including QuickBooks Online, QuickBooks Desktop, Sage Intacct, Sage 100 Contractor, Sage 300 CRE, Sage 100 ERP/MAS90, NetSuite, Acumatica, Foundation Software, Deltek + ComputerEase, Viewpoint Vista, Trimble Spectrum, and Microsoft Dynamics 365. These primary accounting-to-field connections are natively built and maintained by ServiceTrade, though third-party integration partners (such as LBMC or Avalient) and iPaaS tools (like Zapier) can also be used for extended setups. ↗

MarketplaceServiceTrade maintains a public Integrations and Partner directory on its website. The directory includes built-in and third-party partner integrations across Accounting/ERP, Construction & Field Management (e.g., Procore, eSub), Telematics & Fleet Tracking (e.g., Azuga, FieldLogix), Tax & Compliance (e.g., Avalara, BRYCER), and Payments (e.g., Stripe, Stax), along with developer API documentation. ↗

Unified Api SupportNeither major unified-API connector platform (such as Agave API or Merge.dev) currently supports ServiceTrade out of the box. ServiceTrade relies on its own open REST API and developer portal for custom external integrations. ↗

Accounting fit & implementation

Certified PayrollVia integration / partner. ServiceTrade does not generate certified payroll or prevailing wage reports natively; it captures field labor and timecard data and syncs approved time to third-party payroll and construction ERP systems (e.g., Viewpoint Vista, Viewpoint Spectrum, Foundation) that handle certified payroll compliance. ↗

Accounting MethodNot applicable natively. ServiceTrade is a field service management (FSM) platform, not a standalone general ledger. It passes invoices, timecards, and job costs to external accounting and ERP software (e.g., QuickBooks, Sage Intacct, NetSuite), where accrual or cash-basis accounting is maintained. ↗

Wip Poc SupportVia integration / partner. ServiceTrade tracks job costs, parts, labor, and progress billing operationally, but formal Work-in-Progress (WIP) reports and Percentage of Completion (POC) revenue recognition calculations are managed within connected construction ERPs (e.g., Viewpoint Vista, Viewpoint Spectrum, Sage 300 CRE). ↗

Implementation Time8 to 12 weeks ↗

Requires ImplementerNo third-party VAR is strictly required. ServiceTrade provides a dedicated in-house implementation team and project manager during onboarding, though third-party consulting partners may be used for complex ERP/accounting system integrations. ↗

Adoption & market position

Market PositionServiceTrade is a cloud-based field service management (FSM) software platform tailored specifically for commercial service contractors, primarily across the commercial HVAC, mechanical, electrical, and fire & life safety trades. It unifies sales, dispatching, field technician operations, compliance, and back-office invoicing. ↗

Customer ScaleOver 1,300 commercial service contractors, managing over 13 million assets and invoicing more than $7.5 billion in service revenue annually. ↗

MomentumServiceTrade is considered a modern, growing SaaS platform rather than a legacy system. Commercial contractors actively migrate to it from legacy spreadsheets and generic accounting software. The company maintains strong user ratings (4.6 out of 5 stars on Capterra) and secured an $85 million growth investment led by JMI Equity in December 2021 (with participation from Frontier Growth and Bull City Venture Partners) to expand its product footprint, driving an estimated ~$30.4M in revenue as of late 2024. ↗