ServiceTrader

A modern business management system for service companies.

Service management solution for repair shops and service providers

ServiceTrader - enterprise management solution developed and tailored for companies operating in the service industry - vehicle (including forestry machinery, agricultural machinery) service stations, office equipment service centers, home appliances services, companies serving supermarkets, HoReCa, factories, medical institutions and other maintenance services

  • MAiN BENEFITS

    Zero Paper - Opting out of paper-based work tasks / worksheets

    The paper job format is outdated and ineffective. Thanks to Android and iOS applications, you can opt out of this format by recording all of your notes and job descriptions in the application.

    MAiN BENEFITS
  • MAiN BENEFITS

    Significant resource savings

    Thanks to efficient job scheduling, material usage accounting and time tracking, ServiceTrader provides significant enterprise resource optimization

    MAiN BENEFITS
  • MAiN BENEFITS

    Faster customer service

    ServiceTrader provides fast and efficient customer service - from the task registration in system to invoicing.

    MAiN BENEFITS

ServiceTrader is a modern and effective solution for service companies that provide all the functionality you need - from job planning through a dynamic service calendar to work time tracking using modern Android / iOS applications.

Effective task planning and monitoring.

Fast and effective ticket registration at front desk is one of the key factors for customers to come back. Over the years we have been thinking of how to optimize this process and make it super-smooth.

  • Register your tickets quickly
  • Use a built-in calendar or integrate your Google or Microsoft 365 calendars
  • Manage your task queue, assign tasks, change the priority
  • Track progress
  • Generate tickets directly from the calendar
  • Filter all records by:

- employees

- employee groups (electricians, bodyworkers, mechanics)

- ticket/task type

- ticket/task status

 Effective service task planning
 Equipment registration for workshops

Register equipment/cars to be repaired Maintenance history, comments, and details about specific car/equipment are crucial to cut time on regular maintenance or service appointments. Once you select car/equipment in ServiceTrader all the necessary information is in your hands. You can easily see information back from 10-year history and see from which vendor you bought a screw and which mechanic changed it.

  • Assign equipment/cars to customer
  • Choose details you need to fill yourself and set mandatory fields
  • Assign pictures, documentation and/or other meaningful information
  • View full repair history
  • Set reminders (filter change, oil change, etc.)
  • Link multiple items (cars, equipment)

Customer and Partner database + CRM

Yet another important factor to succeed in repeated purchases is how you keep data about your customer and remind them of appointments, notify them before the regular maintenance. Make them understand that you are taking care of their assets.

  • Register all your partners in one spot
  • Choose fields you need to fill and set mandatory fields
  • View full repair history, assigned equipment/cars, and invoicing history
  • Set credit terms and receive notifications if those are exceeded
  • Notify your customers about the scheduled service appointment
  • Define discounts and/or special terms
  • Send out information to all your customers or group of customers about your special offers
 CRM for workshops and service companies 
 Warehouse management for service companies

Warehouse management

Spare parts, consumables, and raw material costs are significant part for each service company. Optimizing your purchases can help you to avoid delays and save costs. ServiceTrader intelligent warehouse management will help you to manage your purchases and track your inventory.

  • See your inventory for all products, product groups, or specific product
  • Define minimum stock amount or fast-moving consumables and re-order them automatically
  • Move items between stocks
  • Browse ordering/selling history with one click
  • Smart search by article number, name, barcode, or other characteristics
  • Generate an order form for items you need to purchase with a few clicks

Work-flow management

Once administrators at the front desk have done their job and the customer has handed you over his/her car or other equipment fun part begins. From now on each minute counts.

Register and manage your tickets in one spot

  • Add defecation comments and customer complaints
  • Add tasks, spare parts, and consumables from your catalog or write-off from stock
  • Add standard hours (sold hours), planned hours
  • The track worked hours using tablets or smartphones
  • Use pre-defined PDF print forms (delectation acts, acts of acceptance/delivery, invoices, proformas) or customize them yourself
  • Manage all your purchases and automate the ordering process
 Workflow management for workshops and service companies 
 Invoicing for workshops and service companies

Invoicing

When all tasks are completed, it's time to invoice the customer. Sometimes it's easiest part, sometimes not.

  • Generate invoice from your ticket
  • Set up payment terms
  • Integrate ServiceTrader with your cash register or mobile payment device
  • Generate PDF print-out and email it from the software
  • Merge multiple tickets in 1 payment document
  • Integrate ServiceTrader with your bank. No more manual payment registration
  • Set automatic or semi-automatic reminders for due invoices
  • Block suspicious customers

Analyze your performance with reporting tools

How am I performing? Was it a thought week or month? Let's see what it looks like in reports.

  • Use one of many pre-defined reports to look at your revenue, profit, measure the productivity of employees, or see which customers or type of tasks are most profitable
  • Use built-in visuals to understand your reports better
  • Export reports to spreadsheets
  • Use ServiceTrader API to pull data to Business Intelligence platforms like MS PowerBI
  Reporting for workshops and service companies
Service software integrations  

Administration and integrations

How can you make things happen faster and avoid maximum human errors? Right - you automate everything that's possible and take away all distracting things so your most valuable resource - employees can perform at highest.

  • Adopt ServiceTrader interface to each user to be sure there's nothing redundant and distracting
  • Set permission levels to each user or user group
  • Explore integration options with
    - banks
    - procurement platforms (EDI) -
    spare-part wholesaler catalogues and ordering systems (TecDoc, APE Motors)
    - marketplaces (share your catalogue via XML or API access, Ebuy, E-comerce solutions)
    - Microsoft and Google calendars

 

 

 

Fill out the form and we will contact you, to send an offer and the demo version.

Fill out the form and we will contact you, to send an offer and the demo version.

Software modules

Software ServiceTrader is adaptable it to specific customer needs, making the necessary changes.

  • Warehouse
  • Purchases
  • Work time calculating
  • Administration
  • Service calendar
  • Goods
  • Sales
  • Reports
  • Clients
  • Calendar
  • CRM

Warehouse

The selection of products after the names, codes, categories, bar codes, dimension or other parameters. Information on purchases of goods. Ordered, reserved goods. Information about the shares and the prices of goods. Products picture icon. Goods produced records. Easily accessible overview of the flow of goods. Missing goods selection (which exceeded the minimum number of border) in order to build orders to suppliers. Multi-warehouse inventory. Stock status list export (excel, csv) or a printout. Inventory printout.

Purchases

Incoming invoices and billing records. Convenient search by various parameters Ability to add additional costs for procurement - transport, customs, etc., which will be automatically added to the goods in proportion to the purchase price or weight. The list of goods import data (excel, csv, xml, etc.). Adding the product with a bar code scanner or a portable data terminal. Specifying the warehouse. Cart order status and input control. Label printing for purchased goods. Document Backup option. Payment control. Data export to accounting software (.xml format Tilde Jumis, 1C, etc.). Reporting print accounting officer.

Work time calculating

Time and attendance accounting, which can make employees initiating and completing the business day or the initiation and completion of a specific job or task. The records can be made with the tablet, scanner, NFC cards, or mobile applications. An overview of each employees hours worked in a given period of time.

Administration

Ability to add and delete users of the program, and change user rights. Company details input (the opportunity to work with several companies or branches of the same system). Multi-language environment. For each user you can set their individual language. Change, adjust the language variables. Adding more warehouses. Printing form creation or editing. Document numbering definition. Etc.

Service calendar

Calendar about service workers. Possibility to visually see staff jobs and easy to create a new task the employee or change the existing order of the planned time or workers hired. Seen a summary of the job title, the customer car, customer complaints, work status.

Goods

The possibility of creating product catalogs and trade cards. Customer needs goods customizable card using only the necessary product or service parameter fields. Add pictures Convenient movement of goods to a different section of the catalog. Items can also specify up to 5 alternative codes and names. Discounts for specific interval of time (share price, discount or premium). Possibility to define a number of price groups - eg., Wholesale price, Retail price, etc. Product catalog data import and export (excel, csv, xml). Product catalog integration in website or e-shop.

Sales

Convenient sales documents (bills, checks, cashiers check, prepaid invoice, Invoice, etc.) by adding items from the store or the product catalog. Fully editable print forms. Invoicing and selection according to different criteria for sending customers to an e-mail in PDF format to print. Late payment reminder sending customers to an e-mail. Goods and services sale of stock or product catalog. You can use a bar code scanner or a portable data terminal. Customers payment and status check, create a new sales document. Sales of several warehouses. The receipt printout of the sales document. Automatic client of the discounts or special pricing of goods or services. The opportunity to sell goods with serial numbers or production of goods. Data export to accounting software (.xml format Tilde Jumis, 1C, etc.). Reporting print accounting officer.

Reports

Section featured reports on goods and service purchase, sale, production, revenue, the flow of goods, turnover, intrastat, managers bonuses, etc. .. Reports can be filtered by various parameters. Data export (excel, csv). Operational Reporting summary display of the Home page.

Clients

Easy to search and input customers. Possibility to connect client to one of the groups or debtors. E-mail or SMS sending to a client or a group of clients. E-mail / SMS archive. The possibility to give a discount products to a client, product groups or indicate the price group (eg., Wholesale price, Retail price e.a). List of contacts, Birthday day and name day reminders. Communication history. Import data (Excel, .csv, .xml, etc.)

Calendar

Scheduled visits and other activities calendar. Able to sync with Google Calendar.

CRM

CRM or customer relationship management module provides the companys sales process management, control and analysis. CRM module facilitates sellers work in one place providing all communications tracking, planning and reporting on developments, as well as management team makes it possible to quickly and efficiently analyze sales results, trends and objectives. CRM module is based on the transaction funnel, or the transaction steps, starting with the call tracking, to issue an invoice. At any time you can see what deals each funnel step, what is the total amount of transactions in each step of the funnel and whether there is a specific planned activities for the deal to move on.
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