This document describes a mobile service software solution called Trade-Serve that aims to modernize and streamline service operations. It highlights how the software can help businesses save money by eliminating paper-based processes, optimizing labor, and increasing revenue. Trade-Serve provides features like GPS tracking, digital forms and manuals, pricing tools, and accounting functions to make service calls more efficient and data-driven. The goal is to make service businesses easier to manage remotely while improving the customer and technician experience.

1. EASY • FLEXIBLE • ENGAGING™
www.trade-serve.com

2. With
Remember when. . .
. . . a yellow page ad was your
main source of calls?
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3. With
... your techs help drive your business!
The discount is clearly outlined on the
invoice, showing the bottom line savings.
Offer discounts for social media
reviews, yard sign placement, and
equipment stickers.
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4. With
Remember when. . .
. . . your techs had to make a
bulky paper presentation to sell a
Service Partner Plan?
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5. With
... you can clearly show the customer the Service
Partner Plan savings, and they can also sign up for
the plan electronically, right then!
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6. With
Remember when. . .
. . . locating your MSDS book was like
trying to find a needle in a haystack?
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7. With
... your techs now have the literature at their
fingertips whenever they need it, and in an easy and
convenient format!
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8. With
Remember when. . .
. . . there was never enough of you
as a manager to actually complete
a ride along assessment?
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9. With
... you can be in constant communication with
everything your techs are doing, monitoring
multiple service calls at a time!
Remind your techs of what they
already know before every call.
Reinforce behaviors in a positive
way. Think of this as an electronic
Curbside Feedback Form.
Coaching questions can be updated in
real time and also customized for your
techs as a group or as an individual.
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10. With
Remember when. . .
. . . your technicians had a hard time
executing the “Explore” step and weren’t
able to offer their customers options?
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11. With
... you’ll know your customers’ needs and wants by
asking simple lifestyle and safety questions!
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12. With
Remember when. . .
. . . your tech only completed the
one task the customer called about?
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13. With
... your customers will be presented with more
interesting options, and upselling the service call
happens almost automatically!
Compare packages and products in an
easy-to-understand format.
Present options to the
customer and let them choose
what they need and want.
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14. With
Remember when. . .
. . . GPS devices in every truck
were expensive and unreliable?
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15. With
... you’ll get built-in maps with driving directions,
travel time estimates, and geolocation logging!
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16. With
Remember when. . .
. . . as an owner, you had trouble
balancing how much the
customer paid, how much the
tech gets paid and how much the
shareholder gets paid?
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17. With
... the process is automatic, it’s a win-win-win
situation, and it’s all based on your
company’s goals!
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18. With
Remember when. . .
. . . your tech and your warehouse
manager had to compare notes and
paperwork in order to reorder materials?
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19. With
... you can easily order new materials at the
click of a button, and product availability is
right at your fingertips!
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20. With
Remember when. . .
. . . you didn’t change a price in the flat
rate book because it took too much
time and it cost too much money?
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21. With
... you are able to change your entire pricing
structure or one individual price in mere seconds
with the click of a button!
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22. With
Remember when. . .
. . . CSR’s had to perform
Happy Checks?
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23. With
... you’ll know that your customer is completely
satisfied before the service call is even over!
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24. “When” is now.
Now is the time.
This is the future of the service industry.
... is your solution!
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25. Will it Save My Business Money?
PAPER INVOICES
$7,875
$1.80 each x 3.5 a day x 5 techs x 5 days x 50 weeks
WAGES
$36,000
Filing and entering data, payroll, one person at $18/hour
... or use this labor for other tasks, such as marketing
GPS SOLUTION
$2,400
5 trucks, x 12 months x $40 each
MOBILE PHONES
$1,800
Business Cell phones 5 techs, x $30/month x 12 months
SAVINGS PER YEAR more than $48,000
But Wait ... There’s more!
• 15%-20% increase in revenue
• Happy techs without paperwork
• Happy dispatchers and CSRs able to work from remote locations
AVAILABLE ACCOUNTING FUNCTIONS
• Payroll Function • Assists in Producing a
• Purchase Order System Budget
• Material Reorder • Produces Invoices
• Job Costing • Flat-Rate Book
• P&L for Each Product • Monitor Margins
EASY • FLEXIBLE • ENGAGING™
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26. EASY • FLEXIBLE • ENGAGING™
www.trade-serve.com