Product Tour
Use Cases
- Scheduling and dispatching jobs for small HVAC or plumbing teams
- Building and sending estimates with e-signature approval
- Invoicing customers and accepting payments in the field
- GPS check-ins and technician time tracking
- Customer communication automation (reminders, follow-ups)
- Syncing job data to QuickBooks for accounting
Pricing
Small teams — scheduling, estimates, invoicing, time tracking, QuickBooks Online sync
Growing teams — adds dispatch mapping, GPS check-ins, custom fields, custom reports, QuickBooks Desktop
Established businesses — adds custom templates and reviews functionality
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| CRM / Customer Management | Yes | Standard |
| Proposals & Quotes | Yes | Standard |
| E-Signature | Yes | Standard |
| Financing Options | No | Basic |
| Dispatch | Yes | Standard |
| Scheduling | Yes | Advanced |
| Route Optimization | Partial | Basic |
| Inventory Management | No | Basic |
| Asset Management | No | Basic |
| Estimating | Yes | Standard |
| Invoicing | Yes | Advanced |
| Payment Processing | Yes | Standard |
| Job Costing | Partial | Basic |
| Payroll | No | Basic |
| QuickBooks Sync | Yes | Advanced |
| Pricebook | No | Basic |
| Flat Rate Pricing | No | Basic |
| Customer Portal | Yes | Standard |
| Online Booking | Yes | Standard |
| Marketing Automation | Partial | Basic |
Strengths
- Affordable tiered pricing starting at $60/month for 5 users
- Free plan available for up to 2 users
- Native QuickBooks Online and Desktop sync
- Clean mobile apps for field technicians
- Rules-based online booking and customer portal
- Part of EverCommerce EverPro portfolio — backed by larger resources
Best Fit
Small home service companies (HVAC, plumbing, electrical, cleaning) that need simple affordable FSM with scheduling, estimates, invoicing, and payments without the complexity of enterprise platforms.
Sized and priced for small operations — large shops may outgrow it.
Alternatives to Consider
ServiceTitan
All-in-one field service management platform built for residential and commercial trades.
Jobber
Field service management software designed for small to mid-size home service businesses.
Housecall Pro
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.