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ServiceTrade contractors: quotes and jobs without retyping.

ServiceTrade runs service jobs, quotes, assets and invoicing for many commercial mechanical, fire protection and kitchen service contractors. Offices still copy jobs into CRMs, rebuild quote and backlog numbers in spreadsheets, and chase open quotes by hand. ServiceTrade has an API for apps that pass its partner review, and a Zapier app for simpler connections.

Tell us what you needSee example projects

ServiceTrade automation at a glance

Does ServiceTrade have an API?Yes, for apps approved through its partner review. ServiceTrade also has a Zapier app, which covers many simpler connections.
Connects withZapier, Pipedrive, HubSpot, QuickBooks, Google Sheets, Looker Studio
Used byHVAC, Security
What we buildQuote follow-up; CRM sync; Backlog dashboard; Report delivery

Sound familiar?

What commercial service contractors on ServiceTrade tell us before a project starts.

Professional construction worker installing drywall with gloves and helmet inside a building
Photo: Antoni Shkraba on Pexels
  • Open quotes are chased one by one.
  • Jobs are copied into the CRM by hand.
  • Backlog is counted in a spreadsheet.
  • Deficiency findings wait for someone to write a quote.
  • Customers ask for reports by email.

What we build

Each one is a working piece you can open and check when it's done.

Quote follow-up

Open quotes listed each week, with a reminder to the customer.

n8n, Make and Zapier automation

CRM sync

Jobs and quotes kept in step with Pipedrive or HubSpot.

API integrations and data sync

Backlog dashboard

Backlog, quotes and revenue by service line in one view.

Dashboards and reporting

Report delivery

Customers sent their service reports when jobs close.

n8n, Make and Zapier automation

What we connect it to: Zapier, Pipedrive, HubSpot, QuickBooks, Google Sheets, Looker Studio.

Industries that use it: HVAC, Security.

Example projects

Illustrations of the shape of the work, not past clients. Yours gets its own written scope.

Example project

Quote chase

Example: quotes still open after ten days go on a follow-up list.

ServiceTrade, Google Sheets

Example project

Won quote to CRM

Example: approved quotes update the deal stage in Pipedrive.

ServiceTrade, Zapier, Pipedrive

Example project

Backlog view

Example: a service manager sees backlog by branch each week.

ServiceTrade, Looker Studio

Not sure where to start? Start with an Automation Audit.

Questions people ask first

Does ServiceTrade have an API?

Yes, for apps approved through its partner review. ServiceTrade also has a Zapier app, which covers many simpler connections.

Will this replace ServiceTrade?

No. ServiceTrade stays the system of record. We build the intake, reports and follow-ups around it.

Is our data safe?

Yes. We use only the access your account grants and keep credentials out of code.

Tell us what you need built.

Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.

hello@pushbuild.com

(617) 299-8887

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