Accounting & Financial

All-in-one field service management platform built for residential and commercial trades.

Industry-standard small business accounting with contractor-specific features for job costing and payroll.

Housecall Pro is a cloud-based field service management platform built for residential home service contractors. Founded in 2013 and headquartered in San Diego, CA, it serves 45,000+ businesses across HVAC, plumbing, electrical, cleaning, roofing, painting, landscaping, and 50+ other trades. The platform covers the full job lifecycle — scheduling, dispatching, estimating, invoicing, payments, GPS fleet tracking, CRM, online booking, and marketing automation — delivered via web and native iOS/Android apps. Operated by parent company Codefied Inc., it also runs subsidiaries BuildBook and Trade Academy.

Buildertrend is a cloud-based construction project management platform purpose-built for residential homebuilders, custom home builders, and remodelers. Founded in 2006 in Omaha, Nebraska, it serves 20,000+ contractors and has been used on more than half of all new home builds in the U.S. The platform unifies sales management (CRM, proposals, e-signatures, email marketing), project management (scheduling, change orders, daily logs, punch lists, client portal), and financial management (estimates, budgets, job costing, invoicing, payments, warranties) into a single subscription. It offers native iOS and Android apps and integrates with QuickBooks, Xero, Gusto, Salesforce, HubSpot, and other tools. Backed by Bain Capital Tech Opportunities and HGGC since 2020; acquired CoConstruct in 2021.

Sage 100 Contractor is a construction-specific accounting and project management platform built for small to mid-size specialty contractors and general contractors. Originally developed as Master Builder Software (founded ~1980 by Dan Smith), acquired by Intuit in 2001, then by Sage Software in 2006, and rebranded Sage 100 Contractor. The platform integrates job cost accounting, construction payroll (including union and certified payroll), estimating, project management, service dispatch, scheduling, and document control in a single system. It supports both on-premise and cloud-hosted deployment and is used by approximately 18,000+ contractor businesses across the US.

Viewpoint Vista is an enterprise-grade construction ERP platform owned by Trimble, built for mid-size to large general contractors, specialty subcontractors, and commercial contractors. It delivers a deeply integrated accounting-first suite spanning job costing, payroll, HR, project management, equipment management, service management, and document control. Part of the Trimble Construction One ecosystem, Vista runs on Microsoft Azure and serves contractors with annual revenues ranging from $50 million to over $1 billion.

Gusto is a cloud-based payroll, HR, and benefits platform purpose-built for small and mid-sized businesses in the US. Founded in 2011 as ZenPayroll and rebranded in 2015, Gusto serves 400,000+ businesses with full-service payroll (including multi-state, contractor, and prevailing wage), automated federal/state/local tax filing, benefits administration (health, dental, vision, 401k, workers comp), employee onboarding, time tracking, scheduling, compliance tools, and HR reporting. It integrates natively with QuickBooks and Xero and offers a developer API for embedded payroll. Construction trades, HVAC, plumbing, and electrical contractors use Gusto to pay mixed W-2 and 1099 crews, automate new-hire reporting, and push labor costs to their accounting software.

DocuSign is the market-leading electronic signature and intelligent agreement management platform, used by 1.7 million customers including 95% of Fortune 500 companies. Widely adopted by contractors across all trades for proposals, contracts, change orders, lien waivers, and service agreements. The platform has expanded beyond e-signature into a full agreement lifecycle suite (IAM) with AI-powered contract analysis, CLM workflows, web forms, payments, and 1,000+ integrations. Listed on NASDAQ as DOCU.

End-to-end business management for commercial landscape, snow and ice, and janitorial contractors — estimating on production factors, crew scheduling, job costing and invoicing in one system.

simPRO is a cloud-based field service management and job management platform purpose-built for trade contractors. Founded in 2002 in Brisbane, Australia by an electrical contractor and a software engineering student, it covers the full job lifecycle from quoting and estimating through scheduling, dispatch, inventory, invoicing, and reporting. It is widely used by HVAC, plumbing, electrical, fire protection, and general-contracting businesses across Australia, New Zealand, the UK, and the US. The platform scales from single-trade service companies to multi-division commercial contractors with project management complexity.

BuildOps is an all-in-one commercial contractor management platform purpose-built for mechanical, electrical, plumbing, HVAC, fire and life safety, and refrigeration contractors. Founded in 2018 and headquartered in Los Angeles, it unifies service management, project management, financials, and CRM into a single cloud-based system with AI-powered automation (OpsAI). The platform targets mid-size to enterprise commercial trade contractors and has achieved unicorn status with over $250M in total funding.

Workiz is a cloud-based field service management platform built for home service businesses. Founded in 2015 by former locksmiths in San Diego, it serves 120,000+ professionals across 50+ trades including locksmith, junk removal, carpet cleaning, appliance repair, HVAC, and plumbing. The platform covers scheduling, dispatching, CRM, invoicing, payments, online booking, inventory, and an AI-powered communication suite (Workiz Genius) — all accessible via web and mobile apps.

eSUB is a cloud-based construction management platform built exclusively for commercial specialty subcontractors. Founded in 2008 and headquartered in San Diego, CA, it centralizes project documentation (RFIs, submittals, change orders, daily reports), field-to-office communications, time and materials tracking, job costing, and progress billing. eSUB Cloud targets trade contractors—electrical, HVAC, plumbing, mechanical, concrete, masonry, drywall, and structural steel—who need a field-first, mobile-capable system that integrates with accounting platforms such as QuickBooks and Sage rather than replacing them.

Roofr is an all-in-one roofing CRM built specifically for roofing contractors, combining aerial measurement reports, instant estimating, digital proposals with e-signatures, invoicing, payments, material ordering, and job pipeline management. Founded in 2016 by third-generation roofer Richard Nelson and Kevin Redman, Roofr serves over 12,000 roofing companies across North America with a cloud-based platform designed to take a job from lead capture to signed contract and payment in one workflow.

Foundation Software is a construction-specific accounting and payroll software provider founded in 1985 and headquartered in Strongsville, Ohio. Its flagship FOUNDATION platform delivers job cost accounting, payroll (including prevailing wage and union), accounts payable/receivable, service dispatch, project management, equipment tracking, and mobile field solutions to over 43,000 construction professionals. The company has been majority-owned by Thoma Bravo since 2020 and positions itself as America's #1 construction accounting software for small- to mid-sized specialty contractors and general contractors.

Deltek ComputerEase is a construction accounting and project management platform purpose-built for subcontractors and specialty contractors. Founded in 1983 in Cincinnati, OH, and acquired by Deltek in 2019, it serves more than 6,000 contractors with integrated job costing, payroll, billing, service management, and field-to-office mobile tools. The platform targets companies of all sizes from small specialty subs to mid-market general contractors, with particular strength in union/certified payroll, WIP reporting, and AIA billing.

JobNimbus is a cloud-based CRM and project management platform purpose-built for residential exterior contractors, with the strongest concentration in roofing, siding, gutters, and remodeling. Founded in 2013 in Lehi, Utah, it serves 8,000+ contractor businesses with tools spanning lead tracking, estimating, proposals, scheduling, invoicing, payments, and marketing automation. JobNimbus acquired SumoQuote (quoting) and Roofer Marketers (digital marketing agency) in 2023, and raised a $330M growth investment from Sumeru Equity Partners in November 2024. It is widely regarded as the leading CRM for roofing sales-focused contractors.

AccuLynx is an all-in-one business management platform built exclusively for roofing contractors. Developed by ExactLogix, Inc., it covers the full job lifecycle from lead capture and CRM through estimating, production scheduling, material ordering, insurance restoration tracking, invoicing, and payments. The platform integrates directly with aerial measurement providers (EagleView, Hover, GAF QuickMeasure), major roofing distributors (ABC Supply, SRS Distribution, QXO), and QuickBooks, making it the dominant vertical SaaS choice for residential and commercial roofing companies.

Leap is a vertical SaaS platform for roofing, remodeling, windows-doors, and home improvement contractors. It combines an in-home digital sales app (SalesPro) with a full-cycle CRM covering lead management, estimating, proposals, e-signature, financing, production management, invoicing, and payments. The platform is known for its 'Good, Better, Best' proposal pricing, measurement integrations (EagleView, Hover, QuickMeasure), and 35+ partner integrations including QuickBooks and CompanyCam.

Field service management software for HVAC, plumbing, and electrical contractors with dispatch, invoicing, and QuickBooks integration.

Home improvement financing platform connecting contractors with lender financing options for customers.

Cloud ERP platform for construction and field service companies with financial management and project tracking.

Construction payment and lien management software for contractors to manage payment documentation and protect lien rights.

Landscape business management built around budgeting and estimating — LMN prices work off a real overhead budget, then tracks crew time and job costs against it.

Business management platform for flooring dealers — POS, floor covering estimation, inventory, install scheduling and accounting in one system.

Cloud-based remodeling estimating software built specifically for residential contractors, handymen, and general contractors. Provides a localized cost database of 15,000+ line items across 400 U.S. markets (powered by the RemodelMAX database, which Clear Estimates acquired in 2020), 500+ project templates, quarterly price updates, professional PDF proposal generation with pre-written contract language, payable invoicing with credit card and ACH payment acceptance via Clearent, and integrations with QuickBooks, Buildertrend, and CRMs via Zapier.

Knowify is a cloud-based construction management platform built for trade contractors and specialty subcontractors. Founded in 2012 and headquartered in New York City, it serves as an all-in-one system for estimating, project management, job costing, field service management, time tracking, subcontractor management, and QuickBooks-integrated financial operations. Knowify positions itself as the leading QuickBooks integration in construction, targeting small to mid-size electrical, plumbing, HVAC, painting, and general contracting businesses.

All-in-one field service management platform for small to mid-sized contractors with CRM, scheduling, invoicing, and mobile capabilities.

Green-industry business management for tree care, plant health care and landscaping — estimating, scheduling, route optimization, invoicing and payments, now sold as SingleOps by Granum.

Consumer financing platform that enables contractors to offer buy-now-pay-later options to customers.

Financing solutions specifically designed for HVAC, plumbing, and home improvement contractors.

Sage Construction Management (formerly Corecon) is construction management ERP software for contractors with estimating, project management, and accounting integration.

QuickBooks add-on for field service scheduling, dispatch, and work order management for service contractors.

Construction payment management and collaboration platform for managing subcontractor compliance and payments.

ALASCO provides comprehensive ERP software specifically designed for the construction industry. It helps contractors manage their financials, projects, and operations with integrated modules.

Anterra provides financial reporting and business intelligence software specifically designed for the construction industry. It helps general contractors and specialty trades gain deeper insights into project profitability and overall business performance.

BlueTape provides flexible payment solutions and trade credit specifically designed for contractors to purchase materials and manage cash flow. It helps construction businesses extend payment terms with suppliers and streamline B2B transactions.

Briq is an AI-powered financial planning and forecasting platform designed specifically for the construction industry. It helps contractors manage budgets, predict project outcomes, and optimize overall financial performance.

BuildPay is a construction payment platform designed to streamline and secure the payment process for general contractors and subcontractors. It aims to reduce payment delays and disputes by providing clear visibility and automated workflows for project finances.

C/F Data Systems provides comprehensive accounting and job costing software solutions specifically designed for the construction industry. It helps contractors manage financial operations, project costs, and business processes efficiently.

COINS provides comprehensive ERP software specifically designed for the construction industry, integrating financial, operational, and project management functions. It serves mid-sized to large contractors seeking to streamline complex business processes and improve profitability.

Computer Guidance Corporation provides an integrated enterprise resource planning (ERP) solution specifically designed for the construction industry. It offers comprehensive financial and operational management tools for large general and specialty contractors.

Constrafor provides a procurement and financial management platform designed for general contractors and subcontractors. It streamlines the entire procure-to-pay process, from bidding and contracting to invoicing and payments.

Earlytrade provides a supply chain finance platform that enables businesses to offer early payments to their suppliers and subcontractors. It helps improve cash flow and financial stability for participants across various industries, including construction.

Flashtract is a construction payment management platform designed to streamline billing, lien waivers, and compliance processes. It serves general contractors and subcontractors seeking to automate and gain visibility into their payment workflows.

Flexbase offers an all-in-one financial platform designed to help contractors manage cash flow, automate payments, and access working capital. It streamlines financial operations for construction businesses of various sizes, from small crews to large contractors.

Handle provides a lien management and payment protection platform designed for the construction industry. It helps contractors, suppliers, and other project stakeholders secure their payments and manage compliance with lien laws.

JobPower provides comprehensive accounting and job costing software tailored for construction contractors. It helps businesses manage financial operations, payroll, and project profitability with industry-specific tools.

Microsoft Dynamics 365 is a suite of cloud-based business applications that combine ERP and CRM functionalities, offering solutions for finance, project operations, supply chain, sales, and field service. It is designed for mid-sized to large organizations across various industries, including construction and skilled trades, seeking comprehensive business management.

PayApps is a cloud-based platform that streamlines the progress payment application process for general contractors and subcontractors. It helps manage payment claims, approvals, and compliance documentation for construction projects.

PayWeave offers a specialized payroll solution designed for the construction and skilled trades industry, simplifying wage calculations, compliance, and payments. It helps contractors manage payroll efficiently, ensuring adherence to industry-specific regulations like prevailing wage and certified payroll.

Prelien Pro helps construction businesses protect their payment rights by simplifying the preliminary notice and lien management process. It is designed for general contractors, subcontractors, material suppliers, and other construction professionals.

Siteline provides construction billing and payment software designed to streamline the invoicing process for general contractors and subcontractors. It helps manage pay applications, lien waivers, and compliance, aiming to accelerate cash flow.

Electrical and plumbing estimating, billing and material-pricing software; its Electrical Bid Manager ships with a large library of items and assemblies with maintained pricing.