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

Field service management software designed for small to mid-size home service businesses.

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.

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.

ServiceTrade is a cloud-based field service management platform purpose-built for commercial service contractors. Founded in 2012 and headquartered in Durham, NC, it serves mechanical, HVAC, fire protection, electrical, and refrigeration contractors with an integrated suite covering scheduling, dispatch, inspections, parts management, CRM, and accounting integrations. The platform serves 1,300+ commercial contractors and processes millions of service requests annually.

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.

Kickserv is a cloud-based field service management platform designed for small to mid-sized home service businesses. It covers the full job lifecycle — customer management, estimating, scheduling, dispatch, GPS tracking, invoicing, and online payments — in a straightforward, affordable package. Originally launched in 2006 as ServiceSidekick, it rebranded in 2011 and was acquired by EverCommerce in 2023, joining the EverPro portfolio alongside ServiceFusion and Profit Rhino.

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.

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.

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.

Hatch is an AI-powered omnichannel communication platform built for home improvement and home services contractors. It automates lead engagement, estimate follow-ups, appointment confirmations, and customer outreach via text, email, and voice AI agents — helping contractors close more leads without adding headcount. The platform integrates with leading field service CRMs, lead sources, and technology partners, and is trusted by more than half of the top 20 QR 500 home improvement 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.

PandaDoc is a cloud-based document automation and e-signature platform that helps contractors and sales teams create proposals, contracts, and quotes faster. Widely used by general contractors, roofing companies, HVAC firms, and other trades to build branded proposals from templates, collect legally-binding e-signatures, and process payments — all in one workflow. Integrates with CRMs like HubSpot and Salesforce and accounting tools like QuickBooks.

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.

CRM platform designed for real estate and home services professionals to manage leads, follow-ups, and client relationships.

Small business management software with CRM, marketing automation, and online presence tools for service businesses.

CRM and marketing automation platform used by service businesses for lead management, email marketing, and sales pipelines.

Enterprise CRM with field service capabilities via Agentforce Field Service — marketed to home construction and general contractors specifically, with HVAC/MEP maintenance and asset management as a use case, rather than to any single trade.

Field service management software for small service businesses with customer management, scheduling, and invoicing.

Business automation software for lawn care, landscaping, and cleaning businesses with CRM, scheduling, and marketing tools.

CRM and proposal management software for construction firms to manage business development and client relationships.