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Every work order below is invented, and Cascade Mechanical Services is not a real company. The field mapping, the confidence on every row and the exceptions are exactly what your own report shows.
Out of sync in this sample

$2,400

1 work order is closed in ServiceTrade and still open in ServiceChannel. Your customer decides you are done from the portal, so that work cannot be invoiced yet. That is the NTE value sitting on them.

2

Statuses disagree

1

No job in ServiceTrade

3

Out of sync total

Every count above is read from your own files. Nothing is estimated. The subscription runs this same check against your forwarded portal email and puts each item in front of a coordinator every morning, most expensive first.

ServiceChannel to ServiceTrade · Cascade Mechanical Services

10 WOs analyzed · 140 duplicated actions · 70 safely automatable · 70 need a person

10

WOs analyzed

140

Duplicated actions

70

Safely automatable

70

Need a person

Assuming a $26.00/hr coordinator wage and 400 work orders a month. Adjust both further down the page and every number here moves with it.

Every field, and which ones are retyped

Change any row that does not match your systems. The headline above and the cost below recalculate the moment you do.

FieldYour ServiceChannel fieldYour ServiceTrade fieldConfidenceStatusVerdict
Work order numberWO #98%DUP
PO numberCustomer PO81%DUP
CustomerCustomer95%DUP
SiteLocation93%DUP
Store numberStore #90%DUP
Site addressService Address68%DUP
TradeTrade91%DUP
PriorityPriority84%DUP
NTENTE42%MISS

excluded from every total

Problem descriptionProblem Description77%DUP
StatusWO Status89%MAP
CreatedDate Created96%MAP
ScheduledScheduled Date88%DUP
SLA dueResponse Due71%DUP
CompletedDate Completed86%DUP
TechnicianAssigned Tech79%DUP
EquipmentAsset Tag55%MISS

excluded from every total

Site phoneSite Phone64%DUP
Resolution notesnot on your portal35%MISS

excluded from every total

Safely automatable, 7

  • Work order number
  • Customer
  • Site
  • Store number
  • Trade
  • Scheduled
  • Completed

Needs a person, 7

These fields are retyped by a person, and the match is not certain enough to write for you. You check them once instead of finding a wrong value later.

  • PO number
  • Site address
  • Priority
  • Problem description
  • SLA due
  • Technician
  • Site phone

Left out on purpose, 3

Below 60% confidence, a field lands here instead of in the totals above.

  • NTEYour NTE field has no counterpart in the ServiceTrade record. We are not guessing where it goes.42% confidence
  • EquipmentEquipment tags in ServiceChannel don't match anything in your ServiceTrade asset list yet. Left out rather than guessed.55% confidence
  • Resolution notes"Tech Notes" only appears on the FSM side. No counterpart was found on the portal side.35% confidence

Work order detail

What we read out of your file, side by side with the matching job, and what TareClear would have done with it.

WO-88401 · Dollar General Store #4021matched
FieldPortal, what we readFSM, what we readStatus
Work order numberWO-88401WO-88401OK
PO numberPO-51029PO-51029OK
CustomerDollar GeneralDollar GeneralOK
SiteStore #4021Store #4021OK
Store number40214021OK
Site address1180 Voss Pkwy, Colorado Springs, CO1180 Voss Pkwy, Colorado Springs, COOK
TradeHVACHVACOK
PriorityUrgentUrgentOK
NTE$650.00not in this exportMISS
Problem descriptionRooftop unit not cooling, tenant reports 82F on sales floor.Rooftop unit not cooling, tenant reports 82F on sales floor.OK
StatusCompletedCompletedOK
Created2026-08-012026-08-01OK
Scheduled2026-08-022026-08-02OK
SLA due2026-08-032026-08-03OK
Completed2026-08-022026-08-02OK
TechnicianR. AlvarezR. AlvarezOK
EquipmentRTU-3not in this exportMISS
Site phone(719) 555-0148(719) 555-0148OK
Resolution notesnot in this exportReplaced failed capacitor on RTU-3 condenser fan motor. Verified amp draw and airflow after restart.MISS

What TareClear would have done

  1. Read "WO #": WO-88401
  2. Matched to "Job Number" in ServiceTrade (98% confidence)
  3. Written automatically. No one has to touch this.
  4. Read "Customer PO": PO-51029
  5. Matched to "PO Ref" in ServiceTrade (81% confidence)
  6. Flagged for a person. PO numbers sometimes carry a dash your FSM strips out, so a person should confirm the match.
  7. Read "Customer": Dollar General
  8. Matched to "Customer Name" in ServiceTrade (95% confidence)
  9. Written automatically. No one has to touch this.
  10. Read "Location": Store #4021
  11. Matched to "Location Name" in ServiceTrade (93% confidence)
  12. Written automatically. No one has to touch this.
  13. Read "Store #": 4021
  14. Matched to "Location Code" in ServiceTrade (90% confidence)
  15. Written automatically. No one has to touch this.
  16. Read "Service Address": 1180 Voss Pkwy, Colorado Springs, CO
  17. Matched to "Job Address" in ServiceTrade (68% confidence)
  18. Flagged for a person. Suite numbers are formatted differently in each system, so a person should check the match before you count on it.
  19. Read "Trade": HVAC
  20. Matched to "Service Line" in ServiceTrade (91% confidence)
  21. Written automatically. No one has to touch this.
  22. Read "Priority": Urgent
  23. Matched to "Job Priority" in ServiceTrade (84% confidence)
  24. Flagged for a person. ServiceChannel uses four priority levels and ServiceTrade uses three, so the mapping is close but not exact.
  25. Left "NTE" out. Your NTE field has no counterpart in the ServiceTrade record. We are not guessing where it goes.
  26. Read "Problem Description": Rooftop unit not cooling, tenant reports 82F on sales floor.
  27. Matched to "Job Description" in ServiceTrade (77% confidence)
  28. Flagged for a person. The problem description is free text and gets reworded between systems, so a person should skim it.
  29. Read "WO Status": Completed
  30. Matched to "Job Status" in ServiceTrade (89% confidence)
  31. Written automatically. No one has to touch this.
  32. Read "Date Created": 2026-08-01
  33. Matched to "Created Date" in ServiceTrade (96% confidence)
  34. Written automatically. No one has to touch this.
  35. Read "Scheduled Date": 2026-08-02
  36. Matched to "Scheduled Start" in ServiceTrade (88% confidence)
  37. Written automatically. No one has to touch this.
  38. Read "Response Due": 2026-08-03
  39. Matched to "SLA Due" in ServiceTrade (71% confidence)
  40. Flagged for a person. SLA due dates sometimes shift after the work order is accepted, so a person should confirm the date still matches.
  41. Read "Date Completed": 2026-08-02
  42. Matched to "Completed Date" in ServiceTrade (86% confidence)
  43. Written automatically. No one has to touch this.
  44. Read "Assigned Tech": R. Alvarez
  45. Matched to "Technician" in ServiceTrade (79% confidence)
  46. Flagged for a person. Technician names are sometimes abbreviated in ServiceTrade, so a person should confirm it is the same tech.
  47. Left "Asset Tag" out. Equipment tags in ServiceChannel don't match anything in your ServiceTrade asset list yet. Left out rather than guessed.
  48. Read "Site Phone": (719) 555-0148
  49. Matched to "Contact Phone" in ServiceTrade (64% confidence)
  50. Flagged for a person. Site contact phone numbers land in a notes field about half the time, so a person should confirm it landed in the right spot.
  51. "Tech Notes" only exists in ServiceTrade. "Tech Notes" only appears on the FSM side. No counterpart was found on the portal side.
WO-88407 · Advance Auto Parts Store #6193matched
FieldPortal, what we readFSM, what we readStatus
Work order numberWO-88407WO-88407OK
PO numberPO-51044PO-51044OK
CustomerAdvance Auto PartsAdvance Auto PartsOK
SiteStore #6193Store #6193OK
Store number61936193OK
Site address402 N Academy Blvd, Colorado Springs, CO402 N Academy Blvd, Colorado Springs, COOK
TradeRefrigerationRefrigerationOK
PriorityEmergencyEmergencyOK
NTE$2,400.00not in this exportMISS
Problem descriptionWalk-in cooler compressor tripping breaker, product at risk.Walk-in cooler compressor tripping breaker, product at risk.OK
StatusIn progressCompletedDUP
Created2026-08-032026-08-03OK
Scheduled2026-08-032026-08-03OK
SLA due2026-08-032026-08-03OK
Completednot in this export2026-08-04MISS
TechnicianD. OkaforD. OkaforOK
EquipmentCOMP-1Bnot in this exportMISS
Site phone(719) 555-01777195550177DUP
Resolution notesnot in this exportReplaced start capacitor and cleaned condenser coils. Compressor amp draw back in range.MISS

What TareClear would have done

  1. Read "WO #": WO-88407
  2. Matched to "Job Number" in ServiceTrade (98% confidence)
  3. Written automatically. No one has to touch this.
  4. Read "Customer PO": PO-51044
  5. Matched to "PO Ref" in ServiceTrade (81% confidence)
  6. Flagged for a person. PO numbers sometimes carry a dash your FSM strips out, so a person should confirm the match.
  7. Read "Customer": Advance Auto Parts
  8. Matched to "Customer Name" in ServiceTrade (95% confidence)
  9. Written automatically. No one has to touch this.
  10. Read "Location": Store #6193
  11. Matched to "Location Name" in ServiceTrade (93% confidence)
  12. Written automatically. No one has to touch this.
  13. Read "Store #": 6193
  14. Matched to "Location Code" in ServiceTrade (90% confidence)
  15. Written automatically. No one has to touch this.
  16. Read "Service Address": 402 N Academy Blvd, Colorado Springs, CO
  17. Matched to "Job Address" in ServiceTrade (68% confidence)
  18. Flagged for a person. Suite numbers are formatted differently in each system, so a person should check the match before you count on it.
  19. Read "Trade": Refrigeration
  20. Matched to "Service Line" in ServiceTrade (91% confidence)
  21. Written automatically. No one has to touch this.
  22. Read "Priority": Emergency
  23. Matched to "Job Priority" in ServiceTrade (84% confidence)
  24. Flagged for a person. ServiceChannel uses four priority levels and ServiceTrade uses three, so the mapping is close but not exact.
  25. Left "NTE" out. Your NTE field has no counterpart in the ServiceTrade record. We are not guessing where it goes.
  26. Read "Problem Description": Walk-in cooler compressor tripping breaker, product at risk.
  27. Matched to "Job Description" in ServiceTrade (77% confidence)
  28. Flagged for a person. The problem description is free text and gets reworded between systems, so a person should skim it.
  29. Read "WO Status": In progress
  30. Matched to "Job Status" in ServiceTrade (89% confidence)
  31. Written automatically. No one has to touch this.
  32. Read "Date Created": 2026-08-03
  33. Matched to "Created Date" in ServiceTrade (96% confidence)
  34. Written automatically. No one has to touch this.
  35. Read "Scheduled Date": 2026-08-03
  36. Matched to "Scheduled Start" in ServiceTrade (88% confidence)
  37. Written automatically. No one has to touch this.
  38. Read "Response Due": 2026-08-03
  39. Matched to "SLA Due" in ServiceTrade (71% confidence)
  40. Flagged for a person. SLA due dates sometimes shift after the work order is accepted, so a person should confirm the date still matches.
  41. Read "Assigned Tech": D. Okafor
  42. Matched to "Technician" in ServiceTrade (79% confidence)
  43. Flagged for a person. Technician names are sometimes abbreviated in ServiceTrade, so a person should confirm it is the same tech.
  44. Left "Asset Tag" out. Equipment tags in ServiceChannel don't match anything in your ServiceTrade asset list yet. Left out rather than guessed.
  45. Read "Site Phone": (719) 555-0177
  46. Matched to "Contact Phone" in ServiceTrade (64% confidence)
  47. Flagged for a person. Site contact phone numbers land in a notes field about half the time, so a person should confirm it landed in the right spot.
  48. "Tech Notes" only exists in ServiceTrade. "Tech Notes" only appears on the FSM side. No counterpart was found on the portal side.
WO-88412 · Meridian Foods Store #112matched
FieldPortal, what we readFSM, what we readStatus
Work order numberWO-88412WO-88412OK
PO numberPO-51050PO-51050OK
CustomerMeridian FoodsMeridian FoodsOK
SiteStore #112Store #112OK
Store number112112OK
Site address88 Meridian Way, Fountain, CO88 Meridian Way, Fountain, COOK
TradePlumbingPlumbingOK
PriorityRoutineRoutineOK
NTE$300.00not in this exportMISS
Problem descriptionSlow drain in back room mop sink.Slow drain in back room mop sink.OK
StatusOpenScheduledDUP
Created2026-08-042026-08-04OK
Scheduled2026-08-082026-08-08OK
SLA due2026-08-112026-08-11OK
TechnicianM. PetrovM. PetrovOK
EquipmentN/Anot in this exportMISS
Site phone(719) 555-0112(719) 555-0112OK

What TareClear would have done

  1. Read "WO #": WO-88412
  2. Matched to "Job Number" in ServiceTrade (98% confidence)
  3. Written automatically. No one has to touch this.
  4. Read "Customer PO": PO-51050
  5. Matched to "PO Ref" in ServiceTrade (81% confidence)
  6. Flagged for a person. PO numbers sometimes carry a dash your FSM strips out, so a person should confirm the match.
  7. Read "Customer": Meridian Foods
  8. Matched to "Customer Name" in ServiceTrade (95% confidence)
  9. Written automatically. No one has to touch this.
  10. Read "Location": Store #112
  11. Matched to "Location Name" in ServiceTrade (93% confidence)
  12. Written automatically. No one has to touch this.
  13. Read "Store #": 112
  14. Matched to "Location Code" in ServiceTrade (90% confidence)
  15. Written automatically. No one has to touch this.
  16. Read "Service Address": 88 Meridian Way, Fountain, CO
  17. Matched to "Job Address" in ServiceTrade (68% confidence)
  18. Flagged for a person. Suite numbers are formatted differently in each system, so a person should check the match before you count on it.
  19. Read "Trade": Plumbing
  20. Matched to "Service Line" in ServiceTrade (91% confidence)
  21. Written automatically. No one has to touch this.
  22. Read "Priority": Routine
  23. Matched to "Job Priority" in ServiceTrade (84% confidence)
  24. Flagged for a person. ServiceChannel uses four priority levels and ServiceTrade uses three, so the mapping is close but not exact.
  25. Left "NTE" out. Your NTE field has no counterpart in the ServiceTrade record. We are not guessing where it goes.
  26. Read "Problem Description": Slow drain in back room mop sink.
  27. Matched to "Job Description" in ServiceTrade (77% confidence)
  28. Flagged for a person. The problem description is free text and gets reworded between systems, so a person should skim it.
  29. Read "WO Status": Open
  30. Matched to "Job Status" in ServiceTrade (89% confidence)
  31. Written automatically. No one has to touch this.
  32. Read "Date Created": 2026-08-04
  33. Matched to "Created Date" in ServiceTrade (96% confidence)
  34. Written automatically. No one has to touch this.
  35. Read "Scheduled Date": 2026-08-08
  36. Matched to "Scheduled Start" in ServiceTrade (88% confidence)
  37. Written automatically. No one has to touch this.
  38. Read "Response Due": 2026-08-11
  39. Matched to "SLA Due" in ServiceTrade (71% confidence)
  40. Flagged for a person. SLA due dates sometimes shift after the work order is accepted, so a person should confirm the date still matches.
  41. Read "Assigned Tech": M. Petrov
  42. Matched to "Technician" in ServiceTrade (79% confidence)
  43. Flagged for a person. Technician names are sometimes abbreviated in ServiceTrade, so a person should confirm it is the same tech.
  44. Left "Asset Tag" out. Equipment tags in ServiceChannel don't match anything in your ServiceTrade asset list yet. Left out rather than guessed.
  45. Read "Site Phone": (719) 555-0112
  46. Matched to "Contact Phone" in ServiceTrade (64% confidence)
  47. Flagged for a person. Site contact phone numbers land in a notes field about half the time, so a person should confirm it landed in the right spot.
WO-88419 · Dollar General Store #4118matched
FieldPortal, what we readFSM, what we readStatus
Work order numberWO-88419WO-88419OK
PO numberPO-51061PO-51061OK
CustomerDollar GeneralDollar GeneralOK
SiteStore #4118Store #4118OK
Store number41184118OK
Site address760 W Fillmore St, Colorado Springs, CO760 W Fillmore St, Colorado Springs, COOK
TradeElectricalElectricalOK
PriorityUrgentUrgentOK
NTE$850.00not in this exportMISS
Problem descriptionHalf the sales floor lighting is out.Half the sales floor lighting is out.OK
StatusCompletedIn progressDUP
Created2026-08-052026-08-05OK
Scheduled2026-08-062026-08-06OK
SLA due2026-08-072026-08-07OK
Completed2026-08-06not in this exportMISS
TechnicianR. AlvarezR. AlvarezOK
EquipmentPANEL-Anot in this exportMISS
Site phone(719) 555-0163(719) 555-0163OK

What TareClear would have done

  1. Read "WO #": WO-88419
  2. Matched to "Job Number" in ServiceTrade (98% confidence)
  3. Written automatically. No one has to touch this.
  4. Read "Customer PO": PO-51061
  5. Matched to "PO Ref" in ServiceTrade (81% confidence)
  6. Flagged for a person. PO numbers sometimes carry a dash your FSM strips out, so a person should confirm the match.
  7. Read "Customer": Dollar General
  8. Matched to "Customer Name" in ServiceTrade (95% confidence)
  9. Written automatically. No one has to touch this.
  10. Read "Location": Store #4118
  11. Matched to "Location Name" in ServiceTrade (93% confidence)
  12. Written automatically. No one has to touch this.
  13. Read "Store #": 4118
  14. Matched to "Location Code" in ServiceTrade (90% confidence)
  15. Written automatically. No one has to touch this.
  16. Read "Service Address": 760 W Fillmore St, Colorado Springs, CO
  17. Matched to "Job Address" in ServiceTrade (68% confidence)
  18. Flagged for a person. Suite numbers are formatted differently in each system, so a person should check the match before you count on it.
  19. Read "Trade": Electrical
  20. Matched to "Service Line" in ServiceTrade (91% confidence)
  21. Written automatically. No one has to touch this.
  22. Read "Priority": Urgent
  23. Matched to "Job Priority" in ServiceTrade (84% confidence)
  24. Flagged for a person. ServiceChannel uses four priority levels and ServiceTrade uses three, so the mapping is close but not exact.
  25. Left "NTE" out. Your NTE field has no counterpart in the ServiceTrade record. We are not guessing where it goes.
  26. Read "Problem Description": Half the sales floor lighting is out.
  27. Matched to "Job Description" in ServiceTrade (77% confidence)
  28. Flagged for a person. The problem description is free text and gets reworded between systems, so a person should skim it.
  29. Read "WO Status": Completed
  30. Matched to "Job Status" in ServiceTrade (89% confidence)
  31. Written automatically. No one has to touch this.
  32. Read "Date Created": 2026-08-05
  33. Matched to "Created Date" in ServiceTrade (96% confidence)
  34. Written automatically. No one has to touch this.
  35. Read "Scheduled Date": 2026-08-06
  36. Matched to "Scheduled Start" in ServiceTrade (88% confidence)
  37. Written automatically. No one has to touch this.
  38. Read "Response Due": 2026-08-07
  39. Matched to "SLA Due" in ServiceTrade (71% confidence)
  40. Flagged for a person. SLA due dates sometimes shift after the work order is accepted, so a person should confirm the date still matches.
  41. Read "Date Completed": 2026-08-06
  42. Matched to "Completed Date" in ServiceTrade (86% confidence)
  43. Written automatically. No one has to touch this.
  44. Read "Assigned Tech": R. Alvarez
  45. Matched to "Technician" in ServiceTrade (79% confidence)
  46. Flagged for a person. Technician names are sometimes abbreviated in ServiceTrade, so a person should confirm it is the same tech.
  47. Left "Asset Tag" out. Equipment tags in ServiceChannel don't match anything in your ServiceTrade asset list yet. Left out rather than guessed.
  48. Read "Site Phone": (719) 555-0163
  49. Matched to "Contact Phone" in ServiceTrade (64% confidence)
  50. Flagged for a person. Site contact phone numbers land in a notes field about half the time, so a person should confirm it landed in the right spot.
WO-88424 · Meridian Foods Store #118matched
FieldPortal, what we readFSM, what we readStatus
Work order numberWO-88424WO-88424OK
PO numberPO-51070PO-51070OK
CustomerMeridian FoodsMeridian FoodsOK
SiteStore #118Store #118OK
Store number118118OK
Site address212 S Circle Dr, Colorado Springs, CO212 S Circle Dr, Colorado Springs, COOK
TradeHVACHVACOK
PriorityRoutineRoutineOK
NTE$500.00not in this exportMISS
Problem descriptionAnnual filter change and belt inspection.Annual filter change and belt inspection.OK
StatusCompletedCompletedOK
Created2026-08-062026-08-06OK
Scheduled2026-08-092026-08-09OK
SLA due2026-08-132026-08-13OK
Completed2026-08-092026-08-09OK
TechnicianD. OkaforD. OkaforOK
EquipmentRTU-1not in this exportMISS
Site phone(719) 555-0119(719) 555-0119OK
Resolution notesnot in this exportFilters changed, belts inspected and tensioned, condensate line flushed.MISS

What TareClear would have done

  1. Read "WO #": WO-88424
  2. Matched to "Job Number" in ServiceTrade (98% confidence)
  3. Written automatically. No one has to touch this.
  4. Read "Customer PO": PO-51070
  5. Matched to "PO Ref" in ServiceTrade (81% confidence)
  6. Flagged for a person. PO numbers sometimes carry a dash your FSM strips out, so a person should confirm the match.
  7. Read "Customer": Meridian Foods
  8. Matched to "Customer Name" in ServiceTrade (95% confidence)
  9. Written automatically. No one has to touch this.
  10. Read "Location": Store #118
  11. Matched to "Location Name" in ServiceTrade (93% confidence)
  12. Written automatically. No one has to touch this.
  13. Read "Store #": 118
  14. Matched to "Location Code" in ServiceTrade (90% confidence)
  15. Written automatically. No one has to touch this.
  16. Read "Service Address": 212 S Circle Dr, Colorado Springs, CO
  17. Matched to "Job Address" in ServiceTrade (68% confidence)
  18. Flagged for a person. Suite numbers are formatted differently in each system, so a person should check the match before you count on it.
  19. Read "Trade": HVAC
  20. Matched to "Service Line" in ServiceTrade (91% confidence)
  21. Written automatically. No one has to touch this.
  22. Read "Priority": Routine
  23. Matched to "Job Priority" in ServiceTrade (84% confidence)
  24. Flagged for a person. ServiceChannel uses four priority levels and ServiceTrade uses three, so the mapping is close but not exact.
  25. Left "NTE" out. Your NTE field has no counterpart in the ServiceTrade record. We are not guessing where it goes.
  26. Read "Problem Description": Annual filter change and belt inspection.
  27. Matched to "Job Description" in ServiceTrade (77% confidence)
  28. Flagged for a person. The problem description is free text and gets reworded between systems, so a person should skim it.
  29. Read "WO Status": Completed
  30. Matched to "Job Status" in ServiceTrade (89% confidence)
  31. Written automatically. No one has to touch this.
  32. Read "Date Created": 2026-08-06
  33. Matched to "Created Date" in ServiceTrade (96% confidence)
  34. Written automatically. No one has to touch this.
  35. Read "Scheduled Date": 2026-08-09
  36. Matched to "Scheduled Start" in ServiceTrade (88% confidence)
  37. Written automatically. No one has to touch this.
  38. Read "Response Due": 2026-08-13
  39. Matched to "SLA Due" in ServiceTrade (71% confidence)
  40. Flagged for a person. SLA due dates sometimes shift after the work order is accepted, so a person should confirm the date still matches.
  41. Read "Date Completed": 2026-08-09
  42. Matched to "Completed Date" in ServiceTrade (86% confidence)
  43. Written automatically. No one has to touch this.
  44. Read "Assigned Tech": D. Okafor
  45. Matched to "Technician" in ServiceTrade (79% confidence)
  46. Flagged for a person. Technician names are sometimes abbreviated in ServiceTrade, so a person should confirm it is the same tech.
  47. Left "Asset Tag" out. Equipment tags in ServiceChannel don't match anything in your ServiceTrade asset list yet. Left out rather than guessed.
  48. Read "Site Phone": (719) 555-0119
  49. Matched to "Contact Phone" in ServiceTrade (64% confidence)
  50. Flagged for a person. Site contact phone numbers land in a notes field about half the time, so a person should confirm it landed in the right spot.
  51. "Tech Notes" only exists in ServiceTrade. "Tech Notes" only appears on the FSM side. No counterpart was found on the portal side.
WO-88430 · Advance Auto Parts Store #6201matched
FieldPortal, what we readFSM, what we readStatus
Work order numberWO-88430WO-88430OK
PO numberPO-51082PO-51082OK
CustomerAdvance Auto PartsAdvance Auto PartsOK
SiteStore #6201Store #6201OK
Store number62016201OK
Site address5030 N Nevada Ave, Colorado Springs, CO5030 N Nevada Ave, Colorado Springs, COOK
TradePlumbingPlumbingOK
PriorityUrgentUrgentOK
NTE$700.00not in this exportMISS
Problem descriptionRestroom toilet running continuously, water bill concern.Restroom toilet running continuously, water bill concern.OK
StatusCompletedCompletedOK
Created2026-08-072026-08-07OK
Scheduled2026-08-072026-08-07OK
SLA due2026-08-082026-08-08OK
Completed2026-08-072026-08-07OK
TechnicianM. PetrovM. PetrovOK
EquipmentN/Anot in this exportMISS
Site phone(719) 555-0184not in this exportMISS
Resolution notesnot in this exportReplaced worn flapper and fill valve on restroom toilet.MISS

What TareClear would have done

  1. Read "WO #": WO-88430
  2. Matched to "Job Number" in ServiceTrade (98% confidence)
  3. Written automatically. No one has to touch this.
  4. Read "Customer PO": PO-51082
  5. Matched to "PO Ref" in ServiceTrade (81% confidence)
  6. Flagged for a person. PO numbers sometimes carry a dash your FSM strips out, so a person should confirm the match.
  7. Read "Customer": Advance Auto Parts
  8. Matched to "Customer Name" in ServiceTrade (95% confidence)
  9. Written automatically. No one has to touch this.
  10. Read "Location": Store #6201
  11. Matched to "Location Name" in ServiceTrade (93% confidence)
  12. Written automatically. No one has to touch this.
  13. Read "Store #": 6201
  14. Matched to "Location Code" in ServiceTrade (90% confidence)
  15. Written automatically. No one has to touch this.
  16. Read "Service Address": 5030 N Nevada Ave, Colorado Springs, CO
  17. Matched to "Job Address" in ServiceTrade (68% confidence)
  18. Flagged for a person. Suite numbers are formatted differently in each system, so a person should check the match before you count on it.
  19. Read "Trade": Plumbing
  20. Matched to "Service Line" in ServiceTrade (91% confidence)
  21. Written automatically. No one has to touch this.
  22. Read "Priority": Urgent
  23. Matched to "Job Priority" in ServiceTrade (84% confidence)
  24. Flagged for a person. ServiceChannel uses four priority levels and ServiceTrade uses three, so the mapping is close but not exact.
  25. Left "NTE" out. Your NTE field has no counterpart in the ServiceTrade record. We are not guessing where it goes.
  26. Read "Problem Description": Restroom toilet running continuously, water bill concern.
  27. Matched to "Job Description" in ServiceTrade (77% confidence)
  28. Flagged for a person. The problem description is free text and gets reworded between systems, so a person should skim it.
  29. Read "WO Status": Completed
  30. Matched to "Job Status" in ServiceTrade (89% confidence)
  31. Written automatically. No one has to touch this.
  32. Read "Date Created": 2026-08-07
  33. Matched to "Created Date" in ServiceTrade (96% confidence)
  34. Written automatically. No one has to touch this.
  35. Read "Scheduled Date": 2026-08-07
  36. Matched to "Scheduled Start" in ServiceTrade (88% confidence)
  37. Written automatically. No one has to touch this.
  38. Read "Response Due": 2026-08-08
  39. Matched to "SLA Due" in ServiceTrade (71% confidence)
  40. Flagged for a person. SLA due dates sometimes shift after the work order is accepted, so a person should confirm the date still matches.
  41. Read "Date Completed": 2026-08-07
  42. Matched to "Completed Date" in ServiceTrade (86% confidence)
  43. Written automatically. No one has to touch this.
  44. Read "Assigned Tech": M. Petrov
  45. Matched to "Technician" in ServiceTrade (79% confidence)
  46. Flagged for a person. Technician names are sometimes abbreviated in ServiceTrade, so a person should confirm it is the same tech.
  47. Left "Asset Tag" out. Equipment tags in ServiceChannel don't match anything in your ServiceTrade asset list yet. Left out rather than guessed.
  48. Read "Site Phone": (719) 555-0184
  49. Matched to "Contact Phone" in ServiceTrade (64% confidence)
  50. Flagged for a person. Site contact phone numbers land in a notes field about half the time, so a person should confirm it landed in the right spot.
  51. "Tech Notes" only exists in ServiceTrade. "Tech Notes" only appears on the FSM side. No counterpart was found on the portal side.
WO-88433 · Dollar General Store #4021matched
FieldPortal, what we readFSM, what we readStatus
Work order numberWO-88433WO-88433OK
PO numberPO-51091PO-51091OK
CustomerDollar GeneralDollar GeneralOK
SiteStore #4021Store #4021OK
Store number40214021OK
Site address1180 Voss Pkwy, Colorado Springs, CO1180 Voss Pkwy, Colorado Springs, COOK
TradeElectricalElectricalOK
PriorityEmergencyEmergencyOK
NTE$1,200.00not in this exportMISS
Problem descriptionExterior sign transformer sparking, store closed the entrance.Exterior sign transformer sparking, store closed the entrance.OK
StatusOpenIn progressDUP
Created2026-08-082026-08-08OK
Scheduled2026-08-082026-08-08OK
SLA due2026-08-082026-08-08OK
TechnicianR. AlvarezR. AlvarezOK
EquipmentSIGN-XFMRnot in this exportMISS
Site phone(719) 555-0148(719) 555-0148OK

What TareClear would have done

  1. Read "WO #": WO-88433
  2. Matched to "Job Number" in ServiceTrade (98% confidence)
  3. Written automatically. No one has to touch this.
  4. Read "Customer PO": PO-51091
  5. Matched to "PO Ref" in ServiceTrade (81% confidence)
  6. Flagged for a person. PO numbers sometimes carry a dash your FSM strips out, so a person should confirm the match.
  7. Read "Customer": Dollar General
  8. Matched to "Customer Name" in ServiceTrade (95% confidence)
  9. Written automatically. No one has to touch this.
  10. Read "Location": Store #4021
  11. Matched to "Location Name" in ServiceTrade (93% confidence)
  12. Written automatically. No one has to touch this.
  13. Read "Store #": 4021
  14. Matched to "Location Code" in ServiceTrade (90% confidence)
  15. Written automatically. No one has to touch this.
  16. Read "Service Address": 1180 Voss Pkwy, Colorado Springs, CO
  17. Matched to "Job Address" in ServiceTrade (68% confidence)
  18. Flagged for a person. Suite numbers are formatted differently in each system, so a person should check the match before you count on it.
  19. Read "Trade": Electrical
  20. Matched to "Service Line" in ServiceTrade (91% confidence)
  21. Written automatically. No one has to touch this.
  22. Read "Priority": Emergency
  23. Matched to "Job Priority" in ServiceTrade (84% confidence)
  24. Flagged for a person. ServiceChannel uses four priority levels and ServiceTrade uses three, so the mapping is close but not exact.
  25. Left "NTE" out. Your NTE field has no counterpart in the ServiceTrade record. We are not guessing where it goes.
  26. Read "Problem Description": Exterior sign transformer sparking, store closed the entrance.
  27. Matched to "Job Description" in ServiceTrade (77% confidence)
  28. Flagged for a person. The problem description is free text and gets reworded between systems, so a person should skim it.
  29. Read "WO Status": Open
  30. Matched to "Job Status" in ServiceTrade (89% confidence)
  31. Written automatically. No one has to touch this.
  32. Read "Date Created": 2026-08-08
  33. Matched to "Created Date" in ServiceTrade (96% confidence)
  34. Written automatically. No one has to touch this.
  35. Read "Scheduled Date": 2026-08-08
  36. Matched to "Scheduled Start" in ServiceTrade (88% confidence)
  37. Written automatically. No one has to touch this.
  38. Read "Response Due": 2026-08-08
  39. Matched to "SLA Due" in ServiceTrade (71% confidence)
  40. Flagged for a person. SLA due dates sometimes shift after the work order is accepted, so a person should confirm the date still matches.
  41. Read "Assigned Tech": R. Alvarez
  42. Matched to "Technician" in ServiceTrade (79% confidence)
  43. Flagged for a person. Technician names are sometimes abbreviated in ServiceTrade, so a person should confirm it is the same tech.
  44. Left "Asset Tag" out. Equipment tags in ServiceChannel don't match anything in your ServiceTrade asset list yet. Left out rather than guessed.
  45. Read "Site Phone": (719) 555-0148
  46. Matched to "Contact Phone" in ServiceTrade (64% confidence)
  47. Flagged for a person. Site contact phone numbers land in a notes field about half the time, so a person should confirm it landed in the right spot.
WO-88438 · Meridian Foods Store #124matched
FieldPortal, what we readFSM, what we readStatus
Work order numberWO-88438WO-88438OK
PO numberPO-51103PO-51103OK
CustomerMeridian FoodsMeridian FoodsOK
SiteStore #124Store #124OK
Store number124124OK
Site address930 Tutt Blvd, Colorado Springs, CO930 Tutt Blvd, Colorado Springs, COOK
TradeRefrigerationRefrigerationOK
PriorityUrgentUrgentOK
NTE$3,100.00not in this exportMISS
Problem descriptionCase lineup running warm across dairy and deli.Case lineup running warm across dairy and deli.OK
StatusCompletedCompletedOK
Created2026-08-092026-08-09OK
Scheduled2026-08-102026-08-10OK
SLA due2026-08-112026-08-11OK
Completed2026-08-102026-08-10OK
TechnicianD. OkaforD. OkaforOK
EquipmentRACK-2not in this exportMISS
Site phone(719) 555-0130(719) 555-0130OK
Resolution notesnot in this exportCleaned condenser coils and recharged refrigerant on case lineup RACK-2.MISS

What TareClear would have done

  1. Read "WO #": WO-88438
  2. Matched to "Job Number" in ServiceTrade (98% confidence)
  3. Written automatically. No one has to touch this.
  4. Read "Customer PO": PO-51103
  5. Matched to "PO Ref" in ServiceTrade (81% confidence)
  6. Flagged for a person. PO numbers sometimes carry a dash your FSM strips out, so a person should confirm the match.
  7. Read "Customer": Meridian Foods
  8. Matched to "Customer Name" in ServiceTrade (95% confidence)
  9. Written automatically. No one has to touch this.
  10. Read "Location": Store #124
  11. Matched to "Location Name" in ServiceTrade (93% confidence)
  12. Written automatically. No one has to touch this.
  13. Read "Store #": 124
  14. Matched to "Location Code" in ServiceTrade (90% confidence)
  15. Written automatically. No one has to touch this.
  16. Read "Service Address": 930 Tutt Blvd, Colorado Springs, CO
  17. Matched to "Job Address" in ServiceTrade (68% confidence)
  18. Flagged for a person. Suite numbers are formatted differently in each system, so a person should check the match before you count on it.
  19. Read "Trade": Refrigeration
  20. Matched to "Service Line" in ServiceTrade (91% confidence)
  21. Written automatically. No one has to touch this.
  22. Read "Priority": Urgent
  23. Matched to "Job Priority" in ServiceTrade (84% confidence)
  24. Flagged for a person. ServiceChannel uses four priority levels and ServiceTrade uses three, so the mapping is close but not exact.
  25. Left "NTE" out. Your NTE field has no counterpart in the ServiceTrade record. We are not guessing where it goes.
  26. Read "Problem Description": Case lineup running warm across dairy and deli.
  27. Matched to "Job Description" in ServiceTrade (77% confidence)
  28. Flagged for a person. The problem description is free text and gets reworded between systems, so a person should skim it.
  29. Read "WO Status": Completed
  30. Matched to "Job Status" in ServiceTrade (89% confidence)
  31. Written automatically. No one has to touch this.
  32. Read "Date Created": 2026-08-09
  33. Matched to "Created Date" in ServiceTrade (96% confidence)
  34. Written automatically. No one has to touch this.
  35. Read "Scheduled Date": 2026-08-10
  36. Matched to "Scheduled Start" in ServiceTrade (88% confidence)
  37. Written automatically. No one has to touch this.
  38. Read "Response Due": 2026-08-11
  39. Matched to "SLA Due" in ServiceTrade (71% confidence)
  40. Flagged for a person. SLA due dates sometimes shift after the work order is accepted, so a person should confirm the date still matches.
  41. Read "Date Completed": 2026-08-10
  42. Matched to "Completed Date" in ServiceTrade (86% confidence)
  43. Written automatically. No one has to touch this.
  44. Read "Assigned Tech": D. Okafor
  45. Matched to "Technician" in ServiceTrade (79% confidence)
  46. Flagged for a person. Technician names are sometimes abbreviated in ServiceTrade, so a person should confirm it is the same tech.
  47. Left "Asset Tag" out. Equipment tags in ServiceChannel don't match anything in your ServiceTrade asset list yet. Left out rather than guessed.
  48. Read "Site Phone": (719) 555-0130
  49. Matched to "Contact Phone" in ServiceTrade (64% confidence)
  50. Flagged for a person. Site contact phone numbers land in a notes field about half the time, so a person should confirm it landed in the right spot.
  51. "Tech Notes" only exists in ServiceTrade. "Tech Notes" only appears on the FSM side. No counterpart was found on the portal side.
WO-88442 · Advance Auto Parts Store #6188matched
FieldPortal, what we readFSM, what we readStatus
Work order numberWO-88442WO-88442OK
PO numberPO-51115PO-51115OK
CustomerAdvance Auto PartsAdvance Auto PartsOK
SiteStore #6188Store #6188OK
Store number61886188OK
Site address3660 Austin Bluffs Pkwy, Colorado Springs, CO3660 Austin Bluffs Pkwy, Colorado Springs, COOK
TradeHVACHVACOK
PriorityRoutineRoutineOK
NTE$450.00not in this exportMISS
Problem descriptionThermostat unresponsive in the parts counter area.Thermostat unresponsive in the parts counter area.OK
StatusCompletedCompletedOK
Created2026-08-102026-08-10OK
Scheduled2026-08-122026-08-12OK
SLA due2026-08-152026-08-15OK
Completed2026-08-122026-08-12OK
TechnicianM. PetrovM. PetrovOK
EquipmentTSTAT-4not in this exportMISS
Site phone(719) 555-0155(719) 555-0155OK
Resolution notesnot in this exportReplaced dead batteries and reset thermostat TSTAT-4 program.MISS

What TareClear would have done

  1. Read "WO #": WO-88442
  2. Matched to "Job Number" in ServiceTrade (98% confidence)
  3. Written automatically. No one has to touch this.
  4. Read "Customer PO": PO-51115
  5. Matched to "PO Ref" in ServiceTrade (81% confidence)
  6. Flagged for a person. PO numbers sometimes carry a dash your FSM strips out, so a person should confirm the match.
  7. Read "Customer": Advance Auto Parts
  8. Matched to "Customer Name" in ServiceTrade (95% confidence)
  9. Written automatically. No one has to touch this.
  10. Read "Location": Store #6188
  11. Matched to "Location Name" in ServiceTrade (93% confidence)
  12. Written automatically. No one has to touch this.
  13. Read "Store #": 6188
  14. Matched to "Location Code" in ServiceTrade (90% confidence)
  15. Written automatically. No one has to touch this.
  16. Read "Service Address": 3660 Austin Bluffs Pkwy, Colorado Springs, CO
  17. Matched to "Job Address" in ServiceTrade (68% confidence)
  18. Flagged for a person. Suite numbers are formatted differently in each system, so a person should check the match before you count on it.
  19. Read "Trade": HVAC
  20. Matched to "Service Line" in ServiceTrade (91% confidence)
  21. Written automatically. No one has to touch this.
  22. Read "Priority": Routine
  23. Matched to "Job Priority" in ServiceTrade (84% confidence)
  24. Flagged for a person. ServiceChannel uses four priority levels and ServiceTrade uses three, so the mapping is close but not exact.
  25. Left "NTE" out. Your NTE field has no counterpart in the ServiceTrade record. We are not guessing where it goes.
  26. Read "Problem Description": Thermostat unresponsive in the parts counter area.
  27. Matched to "Job Description" in ServiceTrade (77% confidence)
  28. Flagged for a person. The problem description is free text and gets reworded between systems, so a person should skim it.
  29. Read "WO Status": Completed
  30. Matched to "Job Status" in ServiceTrade (89% confidence)
  31. Written automatically. No one has to touch this.
  32. Read "Date Created": 2026-08-10
  33. Matched to "Created Date" in ServiceTrade (96% confidence)
  34. Written automatically. No one has to touch this.
  35. Read "Scheduled Date": 2026-08-12
  36. Matched to "Scheduled Start" in ServiceTrade (88% confidence)
  37. Written automatically. No one has to touch this.
  38. Read "Response Due": 2026-08-15
  39. Matched to "SLA Due" in ServiceTrade (71% confidence)
  40. Flagged for a person. SLA due dates sometimes shift after the work order is accepted, so a person should confirm the date still matches.
  41. Read "Date Completed": 2026-08-12
  42. Matched to "Completed Date" in ServiceTrade (86% confidence)
  43. Written automatically. No one has to touch this.
  44. Read "Assigned Tech": M. Petrov
  45. Matched to "Technician" in ServiceTrade (79% confidence)
  46. Flagged for a person. Technician names are sometimes abbreviated in ServiceTrade, so a person should confirm it is the same tech.
  47. Left "Asset Tag" out. Equipment tags in ServiceChannel don't match anything in your ServiceTrade asset list yet. Left out rather than guessed.
  48. Read "Site Phone": (719) 555-0155
  49. Matched to "Contact Phone" in ServiceTrade (64% confidence)
  50. Flagged for a person. Site contact phone numbers land in a notes field about half the time, so a person should confirm it landed in the right spot.
  51. "Tech Notes" only exists in ServiceTrade. "Tech Notes" only appears on the FSM side. No counterpart was found on the portal side.
WO-88447 · Dollar General Store #4205no job in ServiceTrade yet
FieldPortal, what we readFSM, what we readStatus
Work order numberWO-88447not in this exportMISS
PO numberPO-51126not in this exportMISS
CustomerDollar Generalnot in this exportMISS
SiteStore #4205not in this exportMISS
Store number4205not in this exportMISS
Site address2545 International Cir, Colorado Springs, COnot in this exportMISS
TradePlumbingnot in this exportMISS
PriorityUrgentnot in this exportMISS
NTE$980.00not in this exportMISS
Problem descriptionWater heater in break room not producing hot water.not in this exportMISS
StatusIn progressnot in this exportMISS
Created2026-08-11not in this exportMISS
Scheduled2026-08-12not in this exportMISS
SLA due2026-08-13not in this exportMISS
TechnicianUnassignednot in this exportMISS
EquipmentWH-1not in this exportMISS
Site phone(719) 555-0171not in this exportMISS

What TareClear would have done

  1. Read "WO #": WO-88447
  2. Matched to "Job Number" in ServiceTrade (98% confidence)
  3. Written automatically. No one has to touch this.
  4. Read "Customer PO": PO-51126
  5. Matched to "PO Ref" in ServiceTrade (81% confidence)
  6. Flagged for a person. PO numbers sometimes carry a dash your FSM strips out, so a person should confirm the match.
  7. Read "Customer": Dollar General
  8. Matched to "Customer Name" in ServiceTrade (95% confidence)
  9. Written automatically. No one has to touch this.
  10. Read "Location": Store #4205
  11. Matched to "Location Name" in ServiceTrade (93% confidence)
  12. Written automatically. No one has to touch this.
  13. Read "Store #": 4205
  14. Matched to "Location Code" in ServiceTrade (90% confidence)
  15. Written automatically. No one has to touch this.
  16. Read "Service Address": 2545 International Cir, Colorado Springs, CO
  17. Matched to "Job Address" in ServiceTrade (68% confidence)
  18. Flagged for a person. Suite numbers are formatted differently in each system, so a person should check the match before you count on it.
  19. Read "Trade": Plumbing
  20. Matched to "Service Line" in ServiceTrade (91% confidence)
  21. Written automatically. No one has to touch this.
  22. Read "Priority": Urgent
  23. Matched to "Job Priority" in ServiceTrade (84% confidence)
  24. Flagged for a person. ServiceChannel uses four priority levels and ServiceTrade uses three, so the mapping is close but not exact.
  25. Left "NTE" out. Your NTE field has no counterpart in the ServiceTrade record. We are not guessing where it goes.
  26. Read "Problem Description": Water heater in break room not producing hot water.
  27. Matched to "Job Description" in ServiceTrade (77% confidence)
  28. Flagged for a person. The problem description is free text and gets reworded between systems, so a person should skim it.
  29. Read "WO Status": In progress
  30. Matched to "Job Status" in ServiceTrade (89% confidence)
  31. Written automatically. No one has to touch this.
  32. Read "Date Created": 2026-08-11
  33. Matched to "Created Date" in ServiceTrade (96% confidence)
  34. Written automatically. No one has to touch this.
  35. Read "Scheduled Date": 2026-08-12
  36. Matched to "Scheduled Start" in ServiceTrade (88% confidence)
  37. Written automatically. No one has to touch this.
  38. Read "Response Due": 2026-08-13
  39. Matched to "SLA Due" in ServiceTrade (71% confidence)
  40. Flagged for a person. SLA due dates sometimes shift after the work order is accepted, so a person should confirm the date still matches.
  41. Read "Assigned Tech": Unassigned
  42. Matched to "Technician" in ServiceTrade (79% confidence)
  43. Flagged for a person. Technician names are sometimes abbreviated in ServiceTrade, so a person should confirm it is the same tech.
  44. Left "Asset Tag" out. Equipment tags in ServiceChannel don't match anything in your ServiceTrade asset list yet. Left out rather than guessed.
  45. Read "Site Phone": (719) 555-0171
  46. Matched to "Contact Phone" in ServiceTrade (64% confidence)
  47. Flagged for a person. Site contact phone numbers land in a notes field about half the time, so a person should confirm it landed in the right spot.

Monthly cost of the duplicate work

$26.00/hr

6.7

Hours a month

$173

Cost a month

$2,080

Cost a year

Retyping alone does not clear the $500/month subscription at 400 work orders a month. It clears at about 1,160. Below that, the case rests on the out-of-sync work orders above, and if those are not real for you either, don't buy it.

If we can't find enough duplicate work to justify the subscription, we'll tell you not to buy it.

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