
Overview
ServiceTrade is a leading provider of customer service and field service management software. The organization serves fire protection and mechanical HVAC contractors. Its innovative platform helps businesses streamline operations, improve customer engagement, and increase revenue.
Since 2022, SoftServe and ServiceTrade have collaborated as strategic partners across a variety of software development projects. As the two planned a roadmap for 2024, AI — specifically Generative AI — became a focal point. With the evolving pace of this technology, SoftServe wanted to use its best technology ecosystem to accelerate ServiceTrade and its growth.
SoftServe worked with Amazon Web Service’s private equity team to fully fund a Gen AI and Amazon Bedrock proof of concept (PoC) for ServiceTrade. This PoC created an environment for ServiceTrade to gather historical service data from different systems and facilitate ad hoc analysis of the compiled service records.
Challenges
In the changing landscape of field service management, organizations recognize the imperative to enhance operational efficiency and deliver superior services. This realization has prompted the exploration of innovative solutions to address crucial business needs. Some of the industry’s and ServiceTrade’s identified needs include:
- Efficient retrieval of asset equipment service history. To streamline field service processes, there is a demand for an application to efficiently summarize the service history of asset equipment. The goal is to provide technicians with small and comprehensive summaries to drastically reduce the time spent searching for vital information, so they get to work faster and are better informed.
- Automated equipment maintenance schedule extraction. Recognizing the challenges associated with manual extraction of maintenance schedules from equipment manuals, ServiceTrade sought a solution that automates this process. The envisioned app includes a component capable of extracting maintenance schedules, specifying both the time and tasks involved.
Additionally, there is a component not highlighted in the solution but relevant for any kind of large language model (LLM) work — a prompt evaluation pipeline. This pipeline considers cost, processing time, semantic similarity, and the likelihood of hallucinations.
Solving ServiceTrade’s business challenges through SoftServe's innovative AWS and Gen AI solution was expected to significantly enhance the organization in five key ways:

