ServiceTrade
ServiceTrade is a private SaaS provider of field service management software for commercial service contractors in fire protection, HVAC/mechanical, electrical, refrigeration, and kitchen exhaust cleaning, serving 1,300+ customers on a per-technician subscription model with embedded AI agents.
- Company typePrivate
- Founded2013
- HeadquartersDurham, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What ServiceTrade does
ServiceTrade is a Durham, North Carolina-based private SaaS company that provides field service management software to commercial service contractors in fire protection and life safety, commercial HVAC and mechanical, electrical, refrigeration, and kitchen exhaust cleaning. Founded in 2013, the company serves more than 1,300 contractor customers and tracks over 48 million assets on its platform, with a per-technician subscription pricing model across three tiers (Select, Premium, Enterprise) sold via direct enterprise and inside-sales motions.
The platform is architected around a core service-management system of record with vertical-specific modules — ServiceTrade Inspections for NFPA-compliant fire inspection workflows, SalesManager for contractor CRM and proposal generation, and PartsManager for parts procurement and inventory — all integrated with major ERP and accounting systems (Sage, Acumatica, QuickBooks, NetSuite, Microsoft Dynamics 365, Procore). Layered on top is a proprietary AI capability consisting of Stella AI Agents and a suite of Smart Assistants (Smart Tech Prepare, Smart Insights, Smart Comment, Smart Summary, Smart Scan, Smart Receipts), powered by Trade Intelligence, a data layer built on 13-14 years of commercial service history. The company also acquired NorthBoundary in 2022 for mechanical-contractor sales tooling and Asurio for technician mobile workflows.
ServiceTrade operates a sales-led go-to-market with a growing product-led-growth overlay (free office users, tiered onboarding, ROI calculator, demo-driven conversion), and has raised approximately $120M in total disclosed funding including an $85M growth round led by JMI Equity in December 2021. Recent strategic activity — three new ERP and holding-company partnerships in Q1 2026 and continued AI product launches through 2025 — indicates an active expansion phase targeting both deeper enterprise penetration and broader vertical reach within the commercial trades.
ServiceTrade firmographics
Firmographics- Name
- ServiceTrade
- Legal name
- ServiceTrade, Inc.
- Website
- https://servicetrade.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- ServiceTrade is a private SaaS provider of field service management software for commercial service contractors in fire protection, HVAC/mechanical, electrical, refrigeration, and kitchen exhaust cleaning, serving 1,300+ customers on a per-technician subscription model with embedded AI agents.
- Ownership category
- akta.pro rank
ServiceTrade industry classification
Industry- Product category
- Field Service Management Software
- NAICS
- Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Service Desk & Help Desk Services (BPAEAJAA)
Keywords
Where ServiceTrade is headquartered
LocationHeadquarters
- HQ city
- Durham
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ServiceTrade business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: Subscription-based pricing for field service management software. Pricing is based on the number of technicians supported plus the suite selected (Select, Premium, Enterprise). Office users are included at no additional cost.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Select - Build Service Efficiency |
| Subscription | Annual | Premium - Drive Service Growth |
| Subscription | Annual | Enterprise - Scale with Control |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
ServiceTrade product offering
Product offeringCore offering
ServiceTrade provides a unified SaaS field service management platform for commercial service contractors, combining scheduling, dispatching, mobile field operations, NFPA-compliant fire inspections, parts management, CRM/proposal generation, customer portals, and AI-powered smart assistants into a single subscription-based system. Pricing is tiered (Select, Premium, Enterprise) and tied to the number of technicians supported, with office users included at no additional cost.
Product overview
ServiceTrade offers a unified platform-plus-modules architecture for commercial service contractors, consisting of the core ServiceTrade Platform as the central system of record, supplemented by specialized add-on modules including ServiceTrade Inspections (NFPA-compliant fire inspection workflows), PartsManager (parts procurement and inventory), SalesManager (CRM and proposal generation), and Stella AI Agents (autonomous task execution). The platform is further enhanced by Smart Assistants—a suite of built-in AI tools including Smart Tech Prepare, Smart Insights, Smart Comment, Smart Summary, Smart Scan, and Smart Receipts—all powered by the proprietary Trade Intelligence data layer built on 14+ years of service history. The platform serves commercial contractors across fire protection, mechanical/HVAC, electrical, refrigeration, and kitchen exhaust cleaning industries.
Differentiator
Problem solved
Functional benefit
Brands
- SalesManager: Service sales software for creating proposals and managing sales pipeline.
- PartsManager
- ServiceTrade Inspections
- Stella
Products and services
- ServiceTrade Platform End-to-end SaaS field service management platform for commercial service contractors that streamlines scheduling, dispatching, mobile field operations, work orders, customer communication, and management visibility across office coordination, field productivity, sales, and client engagement modules.
- ServiceTrade Inspections NFPA-compliant fire and life safety inspection software that guides technicians through digital inspection forms, deficiency recording, barcode scanning, and code-compliant reporting for fire extinguishers, sprinklers, alarms, and suppression systems.
- PartsManager Parts management software that equips technicians with digital tools for faster service, accurate invoicing, purchase order creation, parts forecasting, cost and usage tracking, and Smart Receipts that convert receipt photos into draft POs.
- SalesManager Service sales CRM and proposal creation software for commercial contractors that manages sales pipeline, creates professional proposals with contract pricing models and branded templates, tracks KPIs, supports online signature, and integrates with ServiceTrade for sales-to-service handoff.
- Stella AI Agents AI agents for commercial field service that plan, coordinate, and execute multi-step tasks across the field service lifecycle including quoting, scheduling, selling, servicing, and invoicing, with guardrails and human-in-the-loop approvals; powered by the proprietary Trade Intelligence data layer.
- Trade Intelligence Proprietary AI data intelligence layer built on 14+ years of commercial service history across more than 48 million tracked assets that powers ServiceTrade AI features including Stella AI Agents and Smart Assistants with service outcomes, asset performance, and operational pattern insights.
- Smart Assistants Built-in AI tool suite including Smart Tech Prepare, Smart Insights, Smart Comment, Smart Summary, Smart Scan, and Smart Receipts that helps field teams capture information faster, generate customer-ready narratives, and surface operational insights.
Quantifiable outcome
- 52% increase in field performance for contractors
- +9 more outcomes
Companies that use ServiceTrade
Customer profileNamed customers15 records
Segments5 records
Ideal customer profiles4 records
ServiceTrade technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration23 records
AI capability12 records
Feature7 records
ServiceTrade partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and minor.
- Pine Services GroupcoreStrategic partnership where Pine's network of commercial service businesses will gain access to ServiceTrade's platform featuring AI scheduling, equipment inspections, quoting, and invoicing capabilities. The collaboration expands ServiceTrade's reach within the commercial services ecosystem.
- Strategies GroupcoreStrategic partnership with Strategies Group, an Acumatica partner, to enhance ERP-connected field service operations. Combines ServiceTrade's field service platform with Strategies Group's ERP implementation and integration expertise to improve efficiency and support scalability.
- SWK TechnologiescoreStrategic partnership integrating ServiceTrade's field service management software with ERP platforms including Sage and Acumatica. SWK Technologies is a top-performing partner in the Sage and Acumatica ecosystems, joining ServiceTrade's partner program.
- VSC Fire & Securityminor'Grow Your Own' technician workforce program involving a $5,000 grant to VSC Fire & Security, aimed at building a skilled labor pipeline through apprenticeships in fire and life safety, partnering with Durham Technical Community College.
- Durham Technical Community CollegeminorPartner in 'Grow Your Own' workforce program to recruit and train apprentices for fire and life safety careers, addressing the industry's skilled labor shortage.
- Sage (Sage Intacct, Sage 300 CRE, Sage 100 Contractor)coreIntegration partnerships with Sage accounting and ERP products including Sage Intacct, Sage 300 CRE, and Sage 100 Contractor, enabling data sync between ServiceTrade and Sage financial systems.
- AcumaticacoreIntegration with Acumatica cloud ERP platform, enabling commercial contractors to streamline back-office operations and eliminate manual handoffs between field service and financial systems.
- QuickBooks (Online and Desktop)coreIntegration with QuickBooks Online and Desktop for accounting data synchronization, enabling contractors to eliminate double data entry and improve financial accuracy.
- Microsoft Dynamics 365coreIntegration with Microsoft Dynamics 365 ERP for commercial contractors requiring Microsoft ecosystem compatibility.
- NetSuitecoreIntegration with Oracle NetSuite cloud ERP platform for financial and operational synchronization.
Scale indicators12 records
Recent moves6 records
Expansion highlights6 records
ServiceTrade competitors and assessment
Company assessmentBroad incumbents
- Oracle Field Service (formerly TOA Technologies): Oracle Field Service is an enterprise-grade scheduling and field service management solution within Oracle's CX/ERP portfolio. It competes with ServiceTrade for large enterprise service operations with complex multi-region scheduling needs.
- Microsoft Dynamics 365 Field Service: Microsoft Dynamics 365 Field Service is the field service module within the Microsoft Dynamics ERP/CRM suite. It competes with ServiceTrade at the enterprise level, leveraging the broader Microsoft ecosystem for contractors requiring Microsoft-stack integration.
- Salesforce Field Service: Salesforce Field Service is the field service offering within the Salesforce CRM ecosystem, targeting enterprise service organizations. It is a broad incumbent that competes with ServiceTrade for larger commercial accounts with broader CRM requirements.
Direct peers
- ServiceTitan: ServiceTitan is the largest field service management SaaS platform, primarily serving residential and light-commercial trades (HVAC, plumbing, electrical). It is a direct competitor to ServiceTrade, though ServiceTitan skews residential/SMB while ServiceTrade focuses on commercial contractors.
- Workiz: Workiz is field service management software for service professionals including HVAC, plumbing, and electrical contractors. It overlaps with ServiceTrade's trades segment with similar scheduling and customer communication features.
- Housecall Pro: Housecall Pro provides field service management software for home service businesses (HVAC, plumbing, electrical, cleaning). It is a direct peer in the trades FSM category, though it skews more residential than ServiceTrade's commercial focus.
- BuildOps: BuildOps is a field service management platform purpose-built for commercial mechanical, electrical, and plumbing contractors. It directly competes with ServiceTrade in the same commercial trades segment with similar target customers and workflows.
- FieldEdge: FieldEdge provides field service management software for HVAC, plumbing, electrical, and mechanical contractors. It directly overlaps with ServiceTrade's commercial trades focus, particularly in HVAC and mechanical segments.
- FieldAware: FieldAware offers field service management software for service-based businesses across multiple verticals including HVAC and commercial service. It is a direct peer providing comparable scheduling, dispatch, and work order capabilities.
- Jobber: Jobber is field service software for small and mid-sized home service businesses. It overlaps with ServiceTrade in HVAC, plumbing, and electrical workflows but targets smaller contractors and lacks ServiceTrade's commercial-grade compliance and inspection depth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
ServiceTrade social profiles
Digital presenceServiceTrade financial estimates
Financial estimateRevenue estimate
Valuation estimate
ServiceTrade leadership team
Management profileNumber of profiles
Profiles5 records
ServiceTrade subsidiaries and ownership
Company hierarchySubsidiaries1 record
ServiceTrade funding detail
Funding detailFunding overview
Funding rounds4 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ServiceTrade M&A and investment
M&A and investmentM&A3 records
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ServiceTrade
What does ServiceTrade do?
ServiceTrade provides a unified SaaS field service management platform for commercial service contractors, combining scheduling, dispatching, mobile field operations, NFPA-compliant fire inspections, parts management, CRM/proposal generation, customer portals, and AI-powered smart assistants into a single subscription-based system. Pricing is tiered (Select, Premium, Enterprise) and tied to the number of technicians supported, with office users included at no additional cost.
Is ServiceTrade a public or private company?
ServiceTrade is a private company. It is classified as venture growth investor backed and is currently operating.
When was ServiceTrade founded?
ServiceTrade was founded in 2013. It employs 51 to 100 people.
Where is ServiceTrade based?
ServiceTrade is headquartered in Durham, United States, in the North America region.
How does ServiceTrade make money?
One revenue line is on record: saaS Subscription.
Who are ServiceTrade's main competitors?
Broad incumbents on record are Oracle Field Service (formerly TOA Technologies), Microsoft Dynamics 365 Field Service and Salesforce Field Service. Direct peers are ServiceTitan, Workiz, Housecall Pro, BuildOps, FieldEdge, FieldAware and Jobber.
Does ServiceTrade have an API?
Yes. ServiceTrade offers API access for custom integrations as part of its Enterprise plan. The API enables commercial contractors to build custom integrations and connect ServiceTrade's field service management platform with enterprise systems. The Enterprise plan includes 'API access for custom integrations' as a feature, indicating a partner/public API is available for enterprise customers.
What industry is ServiceTrade in?
ServiceTrade's product category is Field Service Management Software. Its primary akta.pro industry code is BPAEAJAA, Service Desk & Help Desk Services. Its NAICS code is 54151 and its SIC code is 7372.