Trade Service Pro typical implementation process:
Initial Registration: Sign up for Trade Service Pro and activate your 30-day free trial, entering basic business information and user credentials.
System Setup: Configure business settings, set up service types, and define workflows according to your team’s preferred operational models.
User Onboarding: Add employees, assign roles, and ensure all staff are invited to the system using guidance materials or online support.
Data Import: Import or manually enter customer records, previous work orders, and service/project history to centralize information.
Customization: Tailor proposal, job, appointment, and reporting templates, aligning the system with your business branding and operational requirements.
Training: Use help documentation, tutorials, and support resources to get your team up to speed quickly on using the major features.
Testing: Trial run scheduling, job creation, proposals, and invoicing to validate processes and confirm system reliability before going live
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Go-Live: Begin full operational use for scheduling, work order management, customer communications, and invoicing with live data.
Trade Service Pro can be customized to fit the unique operational needs of a wide range of field and home service businesses, with configurable workflow and template options tailored for specific trades.
Flexible Workflows: Users are not forced to follow preset processes and can define the sequences and logic that work best for their business, ensuring operational flexibility for everything from job scheduling to invoicing.
Custom Templates: Proposal, job, appointment, and reporting templates can be personalized to reflect business branding and requirements, allowing for standardized yet tailored documentation across different service types.
Service Type Adaptability: Supports customization for a variety of sectors, including general contracting, HVAC, plumbing, electrical, tree service, roofing, pest control, painting, carpet cleaning, power washing, and arborists—each with distinct operational and client management needs.
Device Compatibility: Configuration options are available to optimize workflows and interfaces for desktop, laptop, Chromebook, tablets, and smartphones, so teams can work seamlessly whether in-office or in the field.
Trade Service Pro offers a transparent, subscription-based pricing structure with minimal additional costs—making it accessible for field service and home service businesses. There are no setup fees, no mandatory contracts, and no cancellation fees; users can cancel at any time without penalty. Monthly pricing starts at $10 per user, with tiered plans available for larger teams and more advanced features.
Standard support, onboarding, and even data migration services are included at no extra charge, with free training available to all customers. Hourly data backups and secure payment processing via Stripe are standard features covered by the subscription, and there are no recurring maintenance charges outside your plan price. The only other notable cost is the industry-standard Stripe payment transaction fee of 2.9% + $0.30 per transaction if you accept credit card payments through the platform.
Trade Service Pro offers training and support for new users to ensure smooth onboarding and effective use of its platform. New customers receive access to detailed help documentation, tutorials, and onboarding guides that cover all major features, from customer intake to job scheduling and invoicing. The support team assists live chat, email, and phone, and no additional charge is required for support or training. Users can also benefit from free data migration and setup services, and the 30-day free trial period allows businesses to explore the platform with full support before committing. This multi-channel, responsive support ecosystem is designed to help customers quickly become proficient and confident with Trade Service Pro’s tools.
Trade Service Pro uses a combination of encryption, secure payment processing, strict data-handling policies, and frequent backups to protect customer and business data.
All application data is stored and transmitted securely, using industry‑standard security measures to protect against unauthorized access and breaches.
The company states that business data is never sold and is only shared with trusted partners when necessary to deliver the service, under confidentiality obligations.
Credit card data is handled exclusively by Stripe, a leading PCI‑compliant payment processor; Trade Service Pro does not store or directly access customers’ card numbers or bank details.
Using Stripe means card data is processed in an environment with the highest level of payment industry security certification, reducing the PCI burden on Trade Service Pro customers.
Trade Service Pro performs hourly data backups, helping protect against data loss from system failures, accidental deletion, or other incidents.
These backups support rapid restoration of data and continuity of operations if an issue occurs in the production environment.
The privacy policy emphasizes collecting only the personal information needed to operate the service, with clear consent and lawful-use principles.
Customer lists are not sold, rented, or leased to third parties, and any sharing with service providers (e.g., for email or support) is restricted to the minimum required and bound by confidentiality.
Trade Service Pro releases updates on an ongoing basis, with new features, improvements, and security patches deployed automatically through its cloud-based platform. Updates are managed centrally, so users do not need to manually install or manage software changes—clients always have access to the latest version across all supported devices, including desktop, laptop, Chromebook, tablet, and smartphone. This approach ensures continuous product enhancement, high system reliability, and up-to-date security for all users without operational disruption or additional IT burden.
Trade Service Pro’s policy gives users full ownership and control over their business and customer data entered into the platform. All operational data—including customer records, job histories, scheduling details, proposals, and invoices—remains the property of the subscribing business, not the software vendor. Data is never sold, and users are empowered to export their data as needed, supporting business continuity and migration to other platforms.
Portability is facilitated through standard export options, allowing businesses to retain, retrieve, or migrate their information in a usable format at any time. Upon account cancellation, customers are encouraged to export all business data, and access is maintained until the end of the paid period to ensure smooth transitions. This approach ensures that Trade Service Pro clients can maintain data sovereignty and secure portability, fully aligning with modern SaaS and privacy best practices.
Trade Service Pro follows a highly flexible SaaS subscription model with clear and customer-friendly terms for contract renewal and cancellation.
No Long-Term Commitment: There are no long-term contracts; businesses can subscribe and cancel at any time without penalty.
Auto-Renewal: Subscriptions are billed regularly (usually monthly), with automatic renewal unless cancelled by the user before the next billing cycle.
Cancel Anytime: Customers can cancel their subscription at any time through their account dashboard, and there are no cancellation fees or administrative barriers.
Continued Access Until Period End: After cancellation, full access to features continues until the end of the current paid period—there are no pro-rata refunds for unused time within a billing cycle.
No Setup or Exit Fees: There are no setup fees to begin service and no exit fees or penalties for account closure at any time.
Data Export Before Cancellation: Users are advised to export their business and customer data before cancelling, as platform access and data retention may end after the subscription lapses.
Support During Transition: Responsive support is available to help with data export and account closure to ensure a smooth transition.
Trade Service Pro meets key industry compliance standards focused on data security and payment protection. The platform processes all credit card payments through Stripe, a PCI DSS (Payment Card Industry Data Security Standard) Level 1 certified provider, ensuring the highest level of security for payment information. Business and customer data are transmitted and stored securely using encrypted channels, meeting general privacy and security best practices expected of modern SaaS platforms. Hourly data backups and strict data-handling policies further support compliance with foundational data protection requirements.
Trade Service Pro
By Trade Service Pro
