Best Trade Service Pro Alternatives in 2025

Find the top alternatives to Trade Service Pro currently available. Compare ratings, reviews, pricing, and features of Trade Service Pro alternatives in 2025. Slashdot lists the best Trade Service Pro alternatives on the market that offer competing products that are similar to Trade Service Pro. Sort through Trade Service Pro alternatives below to make the best choice for your needs

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    Kickserv Reviews
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    Kickserv is a highly-rated field service management tool designed for service businesses. Service-based businesses can use Kickserv for as low as $47 per month to manage leads, estimates, team schedules and jobs, as well as invoices and payments. Kickserv allows users to automate email to all their leads, send promo emails to customers, full integration with QuickBooks, maps for dispatching technicians and more. Our mobile field software services include: -Manage your workforce: Create schedules, assign jobs, and keep track of employee locations. -Automate updates: Team status updates can be automatically sent to the office through the mobile app. -Scheduling: Create schedules, track employee time worked and view notes or site requests. -Find opportunity: See your jobs and potential for future jobs from the field. -Stay Connected: Attach notes, documents and images to a job for further clarification and better customer service. -Find your technicians: Utilize GPS check-ins to find your employees on a map and keep track of job duration and employee locations at all times. Kickserv has been trusted by 1000s of service business professionals for over 15 years.
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    LionO360 ERP Reviews
    The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!
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    BuildOps Reviews
    Top Pick
    All-in-one operational software built by and built for commercial contractors - from service to projects and everything in between! Make Data-Driven Decisions With automated real-time reporting, your data works for you. Managers can identify trends, monitor technician progress, and discover revenue opportunities. Give Customers an Amazing Experience Speed up the customer approval process with full job history. Attach photos, videos, PDFs, and custom forms directly to the work order so there’s no question on the work that’s been completed. Seamlessly Connect Your Office and Technicians Increase productivity and reduce errors. BuildOps automates work orders, customer data, invoices and more — from office, to field, and back again. Whether you're looking for commercial HVAC software, electrical software, or plumbing software, BuildOps can scale your operations with better communication and coordination. BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.
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    Evolve Reviews
    Optimize your operations, tap into new markets, and transform your service offerings into a subscription model with Evolve—the user-friendly and robust software solution designed specifically for your business's scale and requirements. Utilize an advanced back-office system that integrates effortlessly with a top-tier mobile app for field technicians. Expand your service offerings effortlessly, all without the need to hire additional staff. Transition your service-based business into a subscription format by making complex customer billing straightforward with manageable monthly payments. With Evolve’s swift, native iOS app for iPhone and iPad, technicians have all the essential tools at their fingertips to effectively manage their work while on the go. This innovative approach not only enhances efficiency but also fosters customer loyalty through consistent service delivery.
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    Commusoft Reviews
    Commusoft is a job management software that can be used on the road or in the office. Efficiently connecting remote and office teams, Commusoft is an impressive all-in-one solution for trades businesses. Commusoft, a cloud-based solution, allows businesses of all sizes to complete more jobs per day, provide exceptional customer service, and accelerate invoicing to get paid quicker. The platform combines a variety of impactful tools into one solution. It includes CRM, estimates and job management, supplier management, invoices, payments, vehicle-tracking, over 40 preconfigured reports, SLA monitoring, and much more. Commusoft’s training and onboarding team makes it easy to transition from paper based systems to powerful digital operations. Clients are set up for success from the very beginning, so they can reinvent their businesses straightaway. Commusoft helps clients optimize their daily operations; with unmatched digital workflows, they see increased productivity, employee and customer satisfaction, and bigger overall company revenue. With Commusoft doing the heavy lifting, clients can focus on controlling their growth, and providing unmatched customer journeys. See how Commusoft can transform your service business.
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    SmartServ Reviews
    Our software is tailored specifically for family-owned field service companies, streamlining operations, enhancing communication, and managing jobs effectively. Gain valuable insights into your most significant revenue sources with our user-friendly dashboard and comprehensive reports. Identify top performers among your office and field personnel effortlessly. Monitor jobs, track tickets, manage memberships sold, and keep tabs on revenue generated, including any missed opportunities. Reduce manual labor and eliminate double entries through seamless Quickbooks auto-sync functionality. Keep a close eye on all technicians, job hours, and payroll details efficiently. Access a complete history of every customer, thanks to integrated call features. With our digitized processes, technicians can easily upload notes, images, and checklists for every assignment. Instantly obtain customer information and invoices right in the field, and facilitate payment collection upon job completion. Our field service management software allows you to schedule tasks in seconds, categorize jobs, and stay informed about each technician’s availability. Save both time and money with a real-time dispatch screen, while ensuring smooth communication between technicians and the back office. In addition, our platform empowers you to make data-driven decisions that can further enhance your business operations and customer satisfaction.
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    SmartTrade Reviews
    SmartTrade can serve as a comprehensive job management system or allow you to utilize only the features you require, such as costing, quoting, invoicing, timesheets, and forms, with a pay-as-you-go model. Designed for efficiency and user-friendliness, it boasts an intuitive interface and leverages insights gained from SmartTrade's extensive experience over 20 years. You can enjoy a free trial for 30 days, during which SmartTrade manages essential front-end operations including logging customer inquiries, job costing, quoting, estimating, scheduling and dispatch, job tracking, material ordering, invoicing, and timesheets. Whether you need an office solution or a combined office and field solution, SmartTrade provides customizable options through its range of products and add-ons. It’s crucial that SmartTrade aligns with your business’s needs and meets your essential requirements without any hidden surprises. Keep in mind that, like many cost-effective off-the-shelf solutions, SmartTrade may not offer every feature you desire, so be sure to assess whether it is the right fit for your business. Ultimately, finding a tool that resonates with your company's operations can significantly enhance productivity and streamline processes.
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    FieldOPS Reviews
    Mobilogic FieldOPS helps residential and commercial HVAC, Plumbing, Electrical, Door, and Other Service Businesses reduce costs and increase efficiency by eliminating double entry and paperwork, simplifying scheduling and dispatch, tracking parts and truck stock, and more. FieldOPS has a variety of optional modules to work the way you do business: A full Accounting Suite - both A/R and A/P - either internal or integrating with partners like QuickBooks and GP Dynamics. A robust Customer Management database Service Agreements and Preventive Maintenance Flat Rate Pricing and Job Cost Management GPS and Mapping combined with easy Dispatch and Scheduling FieldDesk software to sync the office with the field And More
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    SWORD Reviews

    SWORD

    Access Business Communications

    $295 one-time payment
    SWORD™ serves as an all-encompassing software solution for managing Customer Service and Job Shop operations. This application excels in Client Relationship Management (CRM) and Contact Management, offering comprehensive logs for contacts and follow-up histories. Furthermore, SWORD™ is equipped with a strong feature set for generating proposals, sales orders, service orders, estimates, contracts, and invoices. It also functions as a small business Manufacturing Resource Planning (MRP) system, encompassing Job Costing for both materials and labor. In addition, it provides effective planning and control systems for factory equipment maintenance. One of its standout features is the ability to track orders designated for dispatch, whether to internal teams or field service personnel. Users can choose from various configurations, including a standard version compatible with Windows XP, Vista, and Windows 7, as well as options for Remote Desktop access to Microsoft Terminal Server. Additionally, it supports IP Client to IP Server configurations for local area networks (LAN) and wide area networks (WAN), requiring a Windows Server setup. With its extensive capabilities, SWORD™ addresses numerous challenges faced by service-oriented businesses. Its versatility makes it an essential tool for enhancing operational efficiency and customer satisfaction.
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    Aeromark Reviews
    Streamline your asset management, scheduling, engineer coordination, subcontractor oversight, vehicle tracking, inventory control, van stock management, quotation generation, sales order processing, compliance checks, and invoicing through automated processes that incorporate real-time monitoring of SLAs and KPIs. Enhance the profitability of your projects with integrated workflows for surveys, job sheets, price verification, invoice data capture, and commercial approvals, ensuring that costs, billable rates, discounts, and margins are applied automatically. Aeromark offers a comprehensive suite of APIs that facilitate seamless communication with ERP and back-office systems. Rely on Aeromark, the industry’s most advanced service management platform, which is designed to adapt to both your current and future requirements, allowing for ongoing performance enhancement. By optimizing your processes, you can achieve greater operational efficiency, reduce unnecessary touchpoints, and minimize administrative burdens, ultimately leading to a more effective work environment. This holistic approach ensures that your organization remains agile and responsive to the demands of an ever-changing marketplace.
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    ETrace Reviews

    ETrace

    ETRACE

    $89 per month
    You'll never miss invoicing a job again, as eTrace provides a comprehensive list of jobs marked as "waiting to be invoiced," organized by customer—allowing you to simply select a job to create an invoice. Additionally, you can keep an eye on the payment status of invoices, enabling you to monitor jobs that remain "not invoiced" as well as those with "invoices not paid." The system also features robust search capabilities, allowing you to find customers using various criteria such as first or last name, phone number, address, regional area, work order number, and even customers awaiting booking. All of your files are securely stored on our high-performance servers located in a protected data center, equipped with fast network connections and a reliable infrastructure supported by a mirrored data backup system. Furthermore, staff can conveniently access their daily schedules and work orders from any location with internet connectivity, whether they are at home, in the office, or on the move, ensuring they are always informed and prepared. This flexibility greatly enhances productivity and efficiency for your team.
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    Insight Field Reviews
    Your engineers represent the forefront of your organization and possess remarkable mobility. They must always be aware of their next assignments, whether planned or spontaneous, while maintaining a connection to the office from any location. Upon arrival at their next destination, it is essential that they have access to the necessary information to complete their tasks effectively. The success of your engineers directly translates to satisfied customers and a thriving business. Given their mobile nature, implementing a mobile-friendly solution is crucial. Insight Field provides a seamless real-time connection between your engineers and the back-office, enabling enhanced service delivery and increased revenue by optimizing the use of your most vital resource—your technicians. Dispatchers are empowered to recognize when tasks are completed early, allowing them to assign new jobs efficiently. Once a job is scheduled or modified, an instant notification appears on Insight Field, ensuring that your engineers are always aware of any changes to their schedules without the need for phone calls. This innovative approach streamlines operations and enhances communication for everyone involved.
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    iTrust PRO Reviews

    iTrust PRO

    iTrust PRO

    $14.99 per month
    We empower you to take charge of your everyday business management tasks while simultaneously enhancing your online visibility, enabling you to stop relying on paid leads and start acquiring them independently. With our smartphone app, you can easily send electronic invoices and estimates that feature your branding. Save valuable time by utilizing reusable line items, and effortlessly convert leads into clients through quotes that can be accepted online. Establish your online presence with a mobile-responsive, search-optimized website. Ensure your information stays current with automatic updates, including job broadcasts, customer testimonials, verified credentials, and additional features. The iTrust PRO app not only allows you to schedule appointments with clients but also facilitates the sending of estimates and invoices, electronic payments, and a wide array of other functionalities, making your business operations smoother and more efficient. With these tools at your disposal, you can focus on what truly matters—growing your business and serving your customers better.
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    Joblogic Reviews

    Joblogic

    Tracer Management Systems

    Joblogic, a simple-to-use service management system, allows you to manage your service and maintenance business through one central platform. Joblogic provides the tools to connect your backoffice, mobile workforce, customers, and employees. No server or installation required. Access the solution immediately from any device, anywhere.
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    Verizon Field Force Manager Reviews
    Verizon Field Force Manager is a comprehensive workforce management solution that includes features such as mobile timesheets, barcode scanning, remote scheduling, and geofencing. This tool offers critical visibility that enhances operational efficiency in the field, along with the necessary data to optimize processes across various organizations. It is particularly beneficial for small businesses that depend on effective, customer-focused field team operations for their success. Additionally, medium to large enterprises that manage extensive field services or have remote workers in need of back-office integration can greatly benefit from this solution. Public Sector agencies with mobile workforces and field teams also find it advantageous. Users can monitor employee hours through mobile timesheets and utilize digital verification to expedite billing processes. Furthermore, it allows for the recording of reimbursable expenses such as mileage, parking fees, and tolls, which can be seamlessly transmitted to the office. The platform also aids in tracking inventory levels, assessing productivity, managing payroll costs, evaluating job performance, and measuring service satisfaction, thereby enabling organizations to make informed decisions. Ultimately, Verizon Field Force Manager serves as a vital tool for optimizing workforce management across diverse sectors.
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    MO.S.T. Reviews

    MO.S.T.

    Mobile Software Technology

    Established in Tucson, Arizona, Mobile Software Technology, LLC launched the MO.S.T. Contractor program in 2008 after collaborating with top industry experts and dedicating extensive developer resources to address significant workflow challenges faced by HVAC, plumbing, and electrical contractors nationwide. The program aims to minimize the repetitive handling of data by employees, which can often result in increased errors and dissatisfaction among clients. MO.S.T. integrates essential functionalities such as billing and invoicing, call center management, contract oversight, a customer database, dispatch coordination, electronic signatures, job management, mobile accessibility, quotes and estimates, routing and scheduling, service history tracking, technician oversight, and work order management into a singular, highly customizable platform designed for office, field, and management personnel. This comprehensive approach not only streamlines operations but also enhances overall efficiency for contractors in various trades. By consolidating these features into one solution, MO.S.T. empowers businesses to provide a smoother, more reliable service to their customers.
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    Powered Now Reviews
    Powered Now is the UK’s best-selling business management software for trade businesses. You can invoice and quote anywhere you are, create forms & certificates, track your expenses, schedule your diary, chat with your team, and send fully customisable documents like job sheets, quotes, and invoices. All data is stored on your device (iOS, Android and Mac) and syncs between them. It also works offline.
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    Field Harmony Reviews
    Forget about costly hardware and complicated upgrades; our straightforward appliance repair company management solution is designed for both your office and field operations. Keep track of your finances effortlessly, as other solutions often overlook payment recording, yet your focus is on generating profit. There’s no need for additional hardware; simply use your own mobile device and computer. With our mobile app already downloaded, all you need is the web browser on your phone or tablet to get started. We’re dedicated to supporting you—reach out through calls, messages, chats, or texts; we’re eager to learn about your needs. Field Harmony empowers even the smallest field service businesses with features once reserved for larger enterprises. Many successful small businesses begin with skilled artisans passionate about their craft. However, as these businesses expand, maintaining accountability can become challenging. Field Harmony streamlines each step of your operations, ensuring smoother management. Sign up today to reclaim control over your business and watch it thrive! Additionally, our platform is continuously updated based on user feedback, ensuring it meets evolving business demands.
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    iTouchVision Reviews
    We are confident that by providing a distinctive, adaptable, and responsive platform, particularly as a Field Service Management solution, you will be able to achieve the highest level of customer service possible. This all-encompassing platform streamlines the handling of incoming calls, facilitates online support, enables chat, SMS, self-service application synchronization, emails, and social media integration for comprehensive customer management. It also features multi-platform mobile applications designed to oversee your field workforce effectively. This empowers your mobile team to receive, queue, schedule, complete, update, and notify regarding their job orders while on the go. With iTouchVision’s Service Desk Solution, you can achieve seamless life-cycle management of service requests and tasks. Additionally, all back-office operations can be organized and managed through effortless, automated administrative workflows. While our highly customizable platform can cater to most of your business requirements, a ready-made solution is unlikely to fully align with your specific processes. In cases where our platform does not fully satisfy your needs, we are dedicated to collaborating with you to find suitable alternatives.
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    Workever Reviews

    Workever

    Workever

    $23.20 per month
    Elevate your trade or service enterprise with a cutting-edge software and mobile application that ensures your tasks remain organized and your team stays connected. Our field service management platform eliminates the clutter of paperwork, providing you with easy online access to all job-related information whenever you need it. Streamline your back office operations and reduce administrative expenses efficiently. With our job management software and mobile app, you can foster business growth without excessive costs. This cloud-based solution enhances your operational efficiency, focusing on both job management and scheduling seamlessly. Handle jobs, quotes, invoices, customer data, and schedules all within one cost-effective application. Achieve more with less effort and witness how field engineers appreciate our software! Enhance service delivery and optimize overall business organization. Easily create jobs, quotes, invoices, purchase orders, and forms digitally. Capture essential data from your team, monitor job progress with precision, and keep everything in check with features that include photos, notes, customer signatures, and timesheets, ensuring you stay instantly informed about your operations at all times. This integrated approach not only boosts productivity but also helps build stronger client relationships.
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    Uleadz Reviews
    Uleadz, a professional service, automates customer communications and keeps jobs on track. You can take full control of your business, employees and jobs, as well as schedules, payments, and invoices. Yes! Yes! Uleadz uses a state-of the-art A.I. This will allow business owners all over the world to have complete control of the field, whether they are in the office or on the phone. Hence, Uleadz. : WFM and CRM solutions in one place - Manage your client and technician database, but also assign a workflow to your business, employees, and payment tracking.
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    Ascora Reviews

    Ascora

    ASC Software

    $19 per month
    Review all pertinent information and maintain a comprehensive history with your clients. Monitor the Equipment or Asset undergoing service and access a complete record of every service visit. Effortlessly view a detailed list of all tasks scheduled for today, tomorrow, this week, or next week. Capture images using your tablet and upload them directly to the Job or Quote. Access all Job information input by the Office along with any relevant documents or manuals. Generate a follow-up Quote from an existing Job or create a new Quote swiftly and conveniently. Receive updates from the office through push notifications or SMS about any changes to Jobs. With just one tap, transform your Job into an Invoice while you’re out in the field. Allocate parts from your existing price list or easily include special write-ins when necessary. Gather your Customer's signatures directly on your iPad, which will be recorded against the Job. Log your check-in and check-out times for jobs, and Ascora will monitor the actual time spent on each task. Additionally, this streamlined process enhances efficiency and ensures accurate record-keeping for every Job handled.
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    ServiceAdminPro Reviews
    Elevate your service-oriented business by utilizing cloud-based software tailored specifically to meet your requirements. Ensure your clients receive outstanding service consistently while efficiently managing your expanding team. Administrative tasks alone won’t distinguish your business from others. With ServiceAdminPro, you can reclaim 30% of your day, allowing you to concentrate on what truly sets your business apart. The hassle of managing paperwork, spreadsheets, and WhatsApp for job updates can be overwhelming. ServiceAdminPro provides a comprehensive solution for effortlessly tracking jobs from quotation to invoicing, accessible from anywhere. Our dedicated web and mobile applications are crafted to enhance job management efficiency. Stay attuned to your business’s dynamics with real-time updates right from your dashboard, where you can monitor engineer progress, company activities, and receive actionable insights for optimal performance. Equip your engineers with the necessary tools to know their assignments, understand their tasks, and communicate effectively with the office, enabling them to deliver exceptional service while on site. By streamlining these processes, you can significantly improve both productivity and customer satisfaction.
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    RealGreen by WorkWave Reviews
    RealGreen by WorkWave is the original lawn business software designed for the green industry. It automates your daily tasks and back-office procedures so you can accomplish more with less staff. RealGreen's solutions are designed to work seamlessly together, making it easier than ever to run your lawn care business or landscaping business. Automate your daily business functions and back-office functions to maximize efficiency and save money. Are you ready to scale up? Our lawn software was designed to grow with your business.
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    Opermax  Reviews

    Opermax

    Opermax

    $19 per month
    Our mission is to empower contractors to achieve greater profitability by equipping them with cutting-edge tools and resources designed for effective business management through technology. We ensure that your customers stay informed throughout the entire process, from the initial scheduling of their visit to the arrival of your technicians and the completion of the job. Our intuitive setup wizard can get you operational in less than an hour! Say goodbye to the confusion and disorganization that often plague daily business operations. Streamline both management and field operations seamlessly. We currently offer support in English, French, and Spanish, and we welcome your suggestions for additional languages to enhance our offerings. Our work order module has continually evolved since its launch, becoming the cornerstone of our system due to its widespread use and comprehensive functionality. It encompasses everything necessary to manage a job from inception to payment, including attachments, various types of notes (for office staff, field technicians, and clients), special flags, assessments, quotes, expenses, worksheets, invoices, payments, custom forms, and eMail capabilities. With this extensive feature set, you can effectively manage your workload and improve communication across all levels of your operations.
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    Dispatch Direct Reviews

    Dispatch Direct

    Dispatch Direct

    $4,995 one-time payment
    Dispatch Direct equips your business with comprehensive tools to effectively oversee your Field Service activities, such as scheduling, maintenance contracts, customer equipment management, invoicing, and more. The extensive customization options ensure that the system can be adapted to meet the specific needs and demands of your organization. Additionally, sharing operational information seamlessly throughout your company enhances collaboration. With personalized data grids and reports, analyzing your business processes becomes both swift and straightforward, enabling better decision-making. This level of flexibility and efficiency ultimately drives your organization's success in a competitive landscape.
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    Jobfolio Reviews
    Jobfolio, a cloud-based solution for job management, helps you manage leads, estimates, scheduling and billing. With online customer access, status notifications, and digitally-signed estimates, you can speed up office work. You can be confident that no job will be left behind with Jobfolio.
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    FieldGroove Reviews

    FieldGroove

    FieldGroove

    $495 per month
    Field Service Software Designed by Contractors for Contractors. FieldGroove offers field service software that empowers contractors to generate estimates, schedule jobs, monitor assets, and invoice clients, all from any device at any time. Recognizing that many existing field service management tools were outdated and challenging to navigate, we developed a cloud-based platform that functions seamlessly. Catering to some of the largest contracting firms in the United States, FieldGroove allows you to handle leads, estimates, jobs, and invoices all within a single application. This innovative software fosters a collaborative and efficient workforce while enabling easy oversight of your daily pipeline, backlog, and employee performance metrics. By signing up now, you can enhance the operational efficiency of your contracting business. FieldGroove is accessible on both tablets and computers, enabling your team to prepare estimates right in the field or at the job site. Delivering a quote to a prospective customer immediately can significantly boost lead conversions and positively impact your overall revenue, making it a smart move for your business. Additionally, the ability to manage everything in one system streamlines operations and saves valuable time.
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    Successware Reviews
    Founded by Contractors for Contractors. Successware is a comprehensive software application that gives you the tools to manage and grow your home service business. Successware is a fully integrated mobile and back-office software that can help you increase your company's revenues, decrease your expenses, as well as reduce the stress involved in managing your business.
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    Pointman Reviews

    Pointman

    Pointman

    $90 per user per month
    The Pointman team has developed a native application compatible with desktops, tablets, and smartphones across both iOS and Android platforms. This innovative solution is akin to a 'dream come true' for teams that include both internal and external members collaborating to enhance customer service. Management and back-office personnel benefit from a comprehensive dashboard that effectively organizes field staff and customer information, streamlining tasks for optimal performance outcomes. Meanwhile, field personnel can leverage the mobile-friendly version to communicate, provide guidance, and access customer data seamlessly. With highly customizable automated reports, business owners and leaders are empowered to make informed decisions that highlight areas for improvement. It’s truly a holistic 360-degree solution designed for every member of the team.
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    Contractor+ Reviews
    Each field service enterprise has its own specific requirements. Different businesses utilize various approaches for creating estimates, sending invoices, receiving payments, scheduling tasks, and communicating with both clients and staff. Therefore, it's crucial that the software you select for managing your operations aligns with your business practices. Contractor+ serves as an ideal solution for this purpose. When your operations are streamlined, you’ll be able to swiftly accept more projects and recruit additional team members to support your expansion. Contractor+ positions your business for the growth you envision. You can access all client information through a single, user-friendly dashboard. This includes their billing details, properties, associated contracts, estimates, invoices, payments, as well as any photos, videos, or notes. Essentially, everything you need to know about each client is consolidated in one location. Once a client approves an estimate, you can easily create an invoice directly from the estimate details, enhancing efficiency and accuracy in your billing process. This seamless integration not only saves time but also fosters better client relationships by ensuring clarity and promptness in financial transactions.
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    Shark Byte Sales and Estimating CRM Reviews
    Shark Byte was a concept created by industry consultants and service contractors, Perfectware. This group has more than 50 years of combined experience in the Mechanical Service Industry, both in sales and managerial positions. We recognized the need for a specialized tool to sell to Mechanical Service Contractors. We learned that there is no one solution that will meet all contractors' needs. There are many options, including single tools, add-ons for service management software or customizing commercial CRM packages. We designed a solution that includes a customer and sales tracking CRM as well as a mobile surveying tool, contract and job estimating tools, and electronic proposal generation. We surveyed contractors throughout the design and programming process to validate Shark Byte tools and methodology, and to create the best Sales Relations Manager in the industry.
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    NextMinute Reviews
    NextMinute is job and project management software designed for tradespeople in Australia and New Zealand. Built with construction crews in mind — from builders and landscapers to roofers, carpenters, and renovation teams — it simplifies admin and keeps your business on track. Easily create professional quotes using supplier pricing, assign tasks, track site hours, manage variations, and stay across job costs in real time. NextMinute connects directly with Xero, MYOB, and QuickBooks, helping you avoid double-handling and streamline payroll and invoicing. Your team can use it on phones, tablets, or desktops, wherever they’re working. Backed by top-rated support and local expertise, it’s job software built for tradies, not spreadsheets. Try it free for 10 days.
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    Field Squared Reviews
    Field Squared stands out as the pioneering all-in-one Field Service Automation Platform in the industry. This cloud-based software-as-a-service (SaaS) solution is designed to be both adaptable and scalable, aimed specifically at enhancing the productivity of your field service team. By prioritizing business process automation, Field Squared empowers companies to undergo digital transformation, fully automate, and refine their field service workflows, bridging the gap between on-site personnel and back-office functions. Tailored for organizations that operate with a widely dispersed mobile workforce—including employees, contractors, and temporary staff—our comprehensive field service automation software is built to meet their unique needs. Discover the essential features that can enhance efficiency and give you greater oversight of your field service operations. Every day, countless field workers, dispatchers, and supervisors harness the capabilities of Field Squared to revolutionize their field operations and streamline their business processes, driving significant improvements in overall performance. With such powerful tools at their disposal, businesses can effectively adapt to evolving market demands and ensure consistent service delivery.
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    BetterHQ Reviews

    BetterHQ

    BetterHQ

    $19 per month
    Comprehensive appointment scheduling and POS software designed to streamline your entire business operations. This all-in-one platform allows you to handle everything from appointment management and marketing to point of sale transactions and invoicing. You can easily schedule appointments, facilitate online bookings, and simplify your tasks with features like recurring bookings and waitlist management. The online point of sale system is compatible with iPads, Macs, and PCs, and seamlessly connects with the latest hardware to facilitate smooth sales transactions. You can accept credit card payments directly at the point of sale or integrate with Stripe for convenient online payments. Generate professional online invoices incorporating your business branding, which can be printed or emailed to clients. Additionally, you can engage your customers through SMS promotions and minimize no-shows by sending text reminders. Monitor your inventory levels effectively to ensure optimal usage and efficiency. With integrated email marketing tools, you can design impactful campaigns to enhance your business visibility. BetterHQ scheduling software empowers you to efficiently manage all aspects of appointments, online bookings, and marketing strategies, ensuring your business runs smoothly. Overall, this software offers a robust solution to elevate your business management experience.
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    ServiceLine Reviews
    ServiceLine is a comprehensive software solution tailored for home service professionals, overseeing all elements of your business that influence profitability, including marketing expenditures and labor analytics. While in the field, you can access customer notes, check installed materials, suggest alternative options, generate invoices, accept payments, and monitor material usage. During customer calls, the platform allows for swift job scheduling, access to customer histories, total revenue, and details about installed equipment, as well as tracking the relationship between marketing investments and revenue outcomes. In the office, you can evaluate the profitability of each job, efficiently generate payroll reports, and manage accounts for customers needing maintenance. Additionally, you can oversee inventory, craft tailored reports on various aspects like jobs, invoices, and clients, and seamlessly synchronize financial data with QuickBooks for streamlined operations. This all-in-one approach not only boosts productivity but also enhances decision-making for better business outcomes.
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    SendWork Reviews

    SendWork

    SendWork

    $19.99 per month
    Key resources for contractors managing their own independent or small to medium-sized enterprises include a mobile contractor management application that allows them to receive leads while on-site. They can conveniently send estimates to customers using just a phone number, ensuring quick communication and response times. Invoicing clients from anywhere across the globe is seamless with various payment options available, including card payments, Venmo, Cash App, Zelle, PayPal, ACH, wire transfers, and checks. This setup not only promotes organization but also enhances customer interaction. Additionally, contractors can monitor their working hours and bill clients accordingly, while also assigning tasks to team members in real-time. The integration of GPS location services provides visibility into the whereabouts of workers in the field, ensuring better management and coordination. This comprehensive toolset empowers contractors to enhance their operational efficiency and client satisfaction.
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    Pool Office Manager Reviews
    Software that you and your customers love will help you grow your pool business. Our integrated mapping tool allows you to create unique or recurring schedules, and optimize routes. Upload photos from the job website to share with customers or the office. You can instantly invoice digitally using our payment platform or convert completed jobs into invoices in Quickbooks. "Designed by a pool company FOR a pool company." It is very intuitive and has helped us to take control of our department."
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    Snappii Reviews

    Snappii

    Snappii

    $15 per user per month
    Snappii Mobile Apps provides a comprehensive suite of mobile applications tailored to meet various business requirements. Among the offerings are tools like a construction manager, estimator and bidding applications, a guest book for sign-ins, heavy equipment inspection solutions, and a work order assignment tool, among others. Additionally, users can request a complimentary quote for a personalized app that suits their specific needs. This flexibility allows businesses to enhance their operational efficiency through customized solutions.
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    Eworks Manager Reviews

    Eworks Manager

    Eworks Manager

    $115 per month
    The Eworks Manager Job Management System lets you manage, track, and control all information related to your staff, jobs and customers. Eworks Manager's Job Management Software will give you complete control over your business. Our system helps you track and manage all aspects of your business, including your employees and jobs. Our field service management, vehicle tracking, and GPS planning will be perfect for your company if you are in the technical field. Other benefits include: - Lead Management Asset Management - Invoicing and Quoting Solution - CRM System - ERP System Time Planner - Project Management - Task Management Help Desk - Report Suite Inventory Management
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    Real Scheduler Reviews
    Reliable and accessible from virtually anywhere, this tool allows you to monitor payment histories and outstanding items for each client effortlessly. It is compatible with any PC, Mac, or mobile device, and you can set up appointments in as little as three seconds. You can manage all your appointments, with the option to filter by staff or client. Additionally, data can be downloaded in Excel or PDF formats using tailored filters and reports. With Google Maps integration, finding staff and clients becomes a seamless experience. You can modify appointment details on the spot to cater to the needs of your staff or clients. This system also connects with Quickbooks, Freshbooks, and various billing software, ensuring that you never miss a scheduled appointment thanks to Google Calendar integration. Create to-do lists for technicians that can be modified or transformed into appointments. The Slack API integration enables technicians to provide updates on their status and location. Real Scheduler stands out by offering a wide range of flexible options tailored to your business's evolving requirements. What truly differentiates Real Scheduler is its commitment to delivering affordable custom features designed specifically according to your needs, ensuring you have a personalized experience that grows with your business.
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    Evatic Reviews

    Evatic

    Asolvi

    $175 per month
    Enhance service delivery, streamline inventory management, and minimize expensive toner waste through user-friendly features that include intelligent toner and consumables oversight. Evatic enables you to lower expenses while guaranteeing that customers receive their shipments exactly when they require them. Prevent lost sales and boost return on investment with our all-inclusive meter billing and contract management capabilities. By minimizing manual entries, Evatic generates precise invoices and presents upselling and cross-selling opportunities that elevate your revenue streams. With Evatic's precise inventory control tools, your team can handle jobs more effectively by equipping them with essential insights about your clientele. The MPS-specific functionalities lessen the reliance on manual tasks, thus enhancing productivity and cutting costs. Additionally, Evatic stands as a versatile and multifunctional service management platform, crafted to assist vital business processes at every phase of the customer experience, ensuring a seamless interaction that fosters customer satisfaction. This innovative system is not only geared towards operational efficiency but also aims to empower companies to adapt swiftly to changing market demands.
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    Tract Systems Reviews
    Tract Systems offers an all-encompassing solution for field service management, enabling companies to enhance their internal communication and streamline operational processes. By integrating web, mobile, and sophisticated identification technologies, Tract Systems boosts tracking precision and facilitates real-time interactions. Field technicians have the flexibility to access work order information, review customer history, monitor time, and generate invoices using any mobile device. All essential business data is centralized, allowing for comprehensive analysis of the financial health across various departments. Furthermore, the GPS Fleet Management component provides business owners with valuable insights into the whereabouts of crucial assets and the behavior of their drivers. Its user-friendly interface simplifies the tracking of asset locations, enables route playback, and sends alerts for situations such as speeding, abrupt braking, or any unusual activities. With Tract Systems, businesses can improve operational efficiency and ensure a better understanding of their field operations.
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    Explorer Shafers Reviews
    Shafers streamlines every aspect of your business operations, including dispatching, purchasing, payroll, and accounting, making them more efficient and manageable. Our service management solution consolidates all your essential data in one location, allowing you to concentrate on what truly matters. With mobile invoicing, you don’t have to delay your payments; technicians can generate invoices on-site, gather credit card information, and securely send the payment to the back office instantly. Unlike many software companies that outsource user assistance, Explorer prides itself on having a dedicated support team composed of experienced professionals who possess a deep understanding of both software and the Service Industry. We offer support across all North American time zones, and our maintenance clients benefit from complimentary software updates, ensuring they always have access to the most recent features and enhancements. Speed up your response times to customer inquiries and simplify the process, significantly reducing wait times and minimizing frustration for both you and your clients. Our commitment to exceptional service is designed to empower your team and enhance your customer interactions.
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    AutomatedService Reviews
    AutomatedService's back office software equips your service organization with cutting-edge digital technology, enhancing both efficiency and profitability. Our solution effectively organizes and simplifies the often chaotic workflows associated with managing a service enterprise. You can effortlessly record customer information, allocate the appropriate technicians to specific tasks, and significantly minimize the amount of paper used. By utilizing AutomatedService field service management software from Ascent Business Systems, you can elevate customer service and increase your service revenue. This software provides your team with essential information needed to effectively cater to your most important asset—your customers! Additionally, managing new business opportunities is streamlined through our integrated sales lead entry and sales management functionalities. When an opportunity transitions into a sale, all client information is retained seamlessly throughout the entire transaction lifecycle, ensuring a smooth experience for both your team and your clients. Furthermore, this comprehensive approach not only optimizes daily operations but also positions your business for sustainable growth in a competitive market.