Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.
SalesManager, formerly known as NorthBoundary, is a product of ServiceTrade. If you are looking for ServiceTrade Support Resources please use the following information below.
If you would like to contact a member of the ServiceTrade Sales Team, please reach out to sales@servicetrade.com
Help Center
- Please visit our robust ServiceTrade Help Center at support.servicetrade.com
- This contains info about ServiceTrade, PartsLedger, ServiceForms, Service Timecard, etc.
- Searching for your question here is the fastest way to get most answers, 24/7.
If you've completed certs and looked through the Help Center and still can't find the answer you are searching for, reach out directly to our Support team. ServiceTrade Support is available Monday-Friday, 9 am to 7 pm, Eastern Time, via a variety of methods depending on your subscription plan.
ServiceTrade Certifications
- Become a pro with ServiceTrade via our online certification courses.
- If you are new to ServiceTrade this is the first stop on your journey, as Support team members will answer questions with the assumption that all users possess a base understanding of ServiceTrade.
- The ServiceTrade Certification Program will help you get the most out of ServiceTrade so that your customers get the most out of their relationship with you.
- If you do not already have a login for ServiceTrade Certifications, contact your office admin.
Email (support@servicetrade.com)
- Similar to using the in-app widget, this will allow you to open a ticket with Support.
- Provide as much information as possible regarding your issue. For example, details around what you were doing when you encountered the problem, screenshots or screen recordings showing the problem, etc. Every bit of detail you provide helps Support get to a solution that much faster.
- Select or higher plan required.
Email SalesManager (support@servicetrade.com)
- If you need support for SalesManager use the following email: SalesManagersupport@servicetrade.com
- Provide as much information as possible regarding your issue. For example, details around what you were doing when you encountered the problem, screenshots or screen recordings showing the problem, etc. Every bit of detail you provide helps Support get to a solution that much faster.
Telephone (919-246-9900, option 2)
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Speak with a support team member or leave us a voicemail for a quick callback.
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We will call you back if you leave a voicemail.
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For record-keeping and follow-up purposes, we will create an email support ticket for any inbound phone calls or voicemails.
After-hours Telephone (919-246-9900, option 4)
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Reach our support team after hours (emergencies only).
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Enterprise or Premium plan required.
Additional Support Services
- Onsite training.
- Website consultation.
- Data import & bulk data changes.
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Click here for a full listing of additional support services.
ServiceTrade Holidays (Closed)
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