Alternatives to Kepla-FSM

FieldPulse is an all-in-one business management solution specifically designed for field service teams. This software provides a comprehensive platform that assists users in managing various aspects of their operations, from scheduling and dispatching to customer relationship management (CRM) and financial documentation. By integrating essential functionalities into a single solution, FieldPulse aims to streamline workflows and enhance productivity for business owners, administrators, and technicians alike. The target audience for FieldPulse includes a diverse range of field service businesses, such as plumbing, electrical, HVAC, septic, glass repair, and garage door companies. These organizations often face challenges related to administrative tasks, team communication, and customer service. FieldPulse addresses these pain points by offering tools that simplify scheduling, manage estimates and invoices, and facilitate effective communication with customers. The software is particularly beneficial for companies seeking to improve their operational efficiency and enhance the overall customer experience. FieldPulse stands out in the market with its robust feature set, which includes not only standard field service management (FSM) capabilities but also advanced tools that cater to the needs of growing businesses. Key features such as a flat-rate pricebook, lead management, and inventory management empower users to make informed decisions and optimize their resources. Additionally, advanced reporting functionalities provide insights into business performance, enabling users to track key metrics and identify areas for improvement.

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.

Say goodbye to expensive, inflexible software solutions and hello to Repair-CRM—an affordable, tailored system designed specifically for small repair businesses. At just $89/month for up to 5 users, with no annual contracts or hidden fees, Repair-CRM offers a hassle-free way to streamline your operations. Seamlessly integrate with QuickBooks Online, and import your client and product data in just 5 minutes. Dispatch jobs quickly and efficiently, while keeping track of every asset—whether it’s HVAC units, printers, or water systems—with complete service history at your fingertips. The intuitive online booking portal integrates smoothly with your website, enabling clients to choose the exact asset they need repaired, making scheduling easier than ever. Technicians benefit from GPS tracking, clock-in/out features, and the ability to capture before-and-after photos on-site, providing real-time updates. Repair-CRM is the perfect balance of affordability, adaptability, and convenience, empowering your repair business to run smoothly without breaking the bank. It’s built for you—helping your business grow, while keeping costs low.

FieldEdge gives service contractors a complete operational command center that unifies field and office workflows into a single streamlined platform. Business owners gain instant visibility into technician performance, marketing ROI, financial health, and key operational metrics—all in real time. The dynamic dispatch board simplifies technician scheduling, while automated workflows reduce manual billing, cut paperwork, and accelerate cash flow. Technicians benefit from FieldEdge Mobile, which allows them to create invoices, accept payments, update work orders, and book follow-up jobs before leaving the customer’s driveway. FieldEdge integrates deeply with QuickBooks, minimizing data entry and eliminating accounting inconsistencies. Its built-in marketing tools help contractors optimize spend and convert more leads into paying customers. With measurable improvements like reduced admin hours, lower costs, and higher productivity, companies quickly see an ROI. Whether you handle one truck or dozens, FieldEdge delivers the structure, automation, and insight contractors need to scale with confidence.

SmartHVAC is an innovative commercial HVAC monitoring solution that utilizes wireless temperature sensors and current clamps integrated with advanced cloud software. By monitoring rooftop air-conditioning systems, split units, and heat pumps, the sensors operate without the need to open refrigerant circuits or connect to existing building controls or networks. The software intelligently analyzes each unit's typical operational behavior and identifies any deviations that may indicate developing issues. Alerts are conveyed in straightforward language and include relevant data, while the cloud-based dashboard provides a comprehensive overview of equipment status across multiple locations. Facility managers have the ability to direct notifications to their team members, HVAC service providers, or both, and can easily share unit histories with technicians for better collaboration. Targeted toward commercial entities such as restaurants, retailers, and businesses with multiple sites, as well as HVAC service firms monitoring client equipment, SmartHVAC enhances existing maintenance relationships without taking over HVAC control or replacing service contractors. This system offers a proactive approach to HVAC management by ensuring that equipment operates efficiently and effectively over time.

Ref LeakLog is a web-based application designed for HVAC/R contractors and building owners to ensure compliance with U.S. refrigerant regulations regarding leak repairs. It effectively keeps track of service records for both equipment and refrigerants, while also calculating leak rates through annualizing and rolling-average methods, identifying any units that surpass set thresholds. The application streamlines workflows by monitoring essential repair tasks, deadlines, and verification tests, and incorporates QR codes that enable technicians to access an asset's service history directly in the field. Users can import equipment lists, oversee fleet operations, and create comprehensive PDF compliance documents and owner handoff packages. It accommodates various plans: individual users, teams of up to three, or shops with as many as eight users, all while allowing for an unlimited number of equipment and leak logs. This versatile web app is designed to be user-friendly, ensuring accessibility across smartphones, tablets, and desktop computers, making it an invaluable tool for managing refrigerant compliance efficiently. Furthermore, the app’s intuitive interface enhances usability, allowing users to navigate easily while performing necessary tasks.

Equipment Tracker Pro is a comprehensive application designed for HVAC and trade professionals, service providers, facility and property managers, landlords, and homeowners to manage maintenance and equipment records effectively. The app categorizes equipment and appliances by their respective buildings or locations, storing essential information such as specifications, photos, parts, warranty information, and service history for each item. Users have the capability to search for equipment via barcode or QR code, schedule regular preventive maintenance tasks, set reminders, manage work orders and inventory, create invoices, and generate various reports. Additionally, the mobile application allows users to access records offline while offering cloud backup and a browser-based dashboard in its Pro version. Advanced AI features can extract details from nameplates and assist in drafting assessments or service logs efficiently. QR tags not only provide instant access to equipment details but also enable tenants to submit maintenance requests seamlessly. Team plans facilitate collaborative workspaces with assigned roles, and the app also includes tracking for refrigerant activities along with calculations for EPA §608 leak rates, ensuring compliance and environmental responsibility. Moreover, the user-friendly interface enhances productivity and ensures that all necessary information is at the user's fingertips whenever needed.

ProTechCam is a software solution designed for managing field services tailored specifically for contractors and service professionals in trades such as HVAC, plumbing, electrical work, roofing, landscaping, security, and appliance repair. The mobile applications empower technicians to efficiently follow their assigned routes, log their working hours, and document their tasks with GPS-enabled, timestamped photos and videos; they can also dictate notes, capture equipment information, and obtain customer signatures seamlessly. Additionally, a web-based dashboard ensures that all field data is synchronized with the main office system. The Office Pro module enhances functionality by incorporating features for generating estimates, managing work orders, invoicing, facilitating customer communication, processing payments through Stripe, tracking financial transactions, and reporting on revenue. Furthermore, the Ask Pro feature enables authorized personnel to effortlessly search for work orders, equipment logs, timecards, estimates, and invoices using either typed queries or voice commands for added convenience and efficiency. This comprehensive approach streamlines operations for service companies, improving both productivity and customer satisfaction.

FieldEx is an innovative cloud-based solution designed for field service management and computerized maintenance management, tailored for organizations that need to coordinate tasks across various locations. This platform enables teams to efficiently schedule both preventive and reactive work, dispatch technicians, generate work orders, conduct inspections, and monitor the status of equipment, assets, parts, and job progress. Field staff can conveniently receive their assignments via mobile applications, allowing them to update their work status and document service details directly from the field. Meanwhile, managers benefit from the ability to strategically plan resources and maintain comprehensive service records across multiple sites. The system is versatile and supports a range of operations, including facilities maintenance, HVAC and commercial equipment repair, industrial maintenance, equipment installation, and multi-trade field operations. By connecting office planning with on-site execution, FieldEx employs configurable workflows that cater to various job types, effectively assisting organizations in transitioning from paper forms and disorganized records to a cohesive operational system. Ultimately, this integration fosters seamless communication and enhances overall productivity for field teams.

BoltWright is a comprehensive service-management platform tailored for commercial HVAC contractors. It seamlessly integrates customers, buildings, equipment, and service visits, facilitating efficient scheduling, maintenance agreements, quotes, and invoicing. Technicians in the field have the ability to document their work through voice notes, written notes, and photographs, even in locations with limited connectivity thanks to offline capabilities. The office staff can then assess the completed work and generate detailed customer service reports that include findings, images, and necessary follow-up tasks organized by specific equipment. The history of the equipment remains linked to the building, along with records of all maintenance performed. Additionally, the pricing structure is based on the number of operational trucks instead of individual user licenses, allowing owners, dispatchers, administrators, helpers, and apprentices to engage without incurring separate charges for each user seat, thus promoting a more collaborative environment. This approach not only enhances efficiency but also fosters communication among all team members involved in the service process.

Einpix is a cloud-based Field Service Management (FSM) platform combining work order management, technician scheduling and dispatching, facility and equipment maintenance, and visual construction defect management. Teams manage customer requests, preventive and recurring maintenance, inspections, SLA deadlines, technician time and service histories. Real-time maps show field activities across multiple sites. Construction teams can pin snagging and punch-list defects on 2D drawings, assign corrective work and document inspections with checklists and photos. Web, iOS and Android apps support offline work, digital service reports and customer signatures. Einpix connects clients, contractors and subcontractors across separate organizations with controlled access and a client portal. It serves HVAC, installation and maintenance, facility management, construction, heavy equipment, solar and wind energy servicing, and utilities. Available in English, Lithuanian, Polish and Russian.

Bluon stands out as the premier support application for HVAC professionals, boasting the largest and fastest expanding community in the field. Users can effortlessly access manuals, technical specifications, and both standard and optional controls while discussing intricate details of over 45,000 HVAC units. Designed by technicians for their peers, the Bluon app and support platform understands the essential tools needed to succeed in the dynamic HVAC industry. With a comprehensive searchable database encompassing nearly all HVAC equipment worldwide, users can find vital information efficiently. Our team of expert technicians has meticulously gathered and organized invaluable data on each system available. The app simplifies the bidding process for retrofit jobs, providing tailored estimates for man hours, refrigerant quantities, and optional valves or control panels specific to each unit. Furthermore, users can receive insights into the controls for a given unit and potential modifications during a Bluon retrofit. For added convenience, the app includes essential tools such as calculations for superheat and subcooling, airflow diagnostics, a pressure setpoint converter, and much more to enhance the user experience. This powerful combination of features empowers technicians to excel in their work and stay ahead in the ever-evolving HVAC landscape.

HeyOne is a cloud-based software solution designed specifically for dealers of forklifts and industrial equipment, rental services, and maintenance teams. This platform merges a product website and lead management inbox with comprehensive CRM workflows to handle customer inquiries, equipment configurations, quotes, approvals, orders, and payment schedules efficiently. Teams have the ability to associate deliveries with specific machines and their serial numbers, monitor hour-meter readings, document service histories, track maintenance schedules based on operational hours, and delegate repairs through technician work orders. A dedicated customer portal allows each client to access their fleet details, quotes, and service documentation seamlessly. The system also consolidates inquiries from website chats, forms, Facebook, Zalo, and phone hotlines into a unified queue, while providing catalog pages showcasing various equipment models. Additionally, its AI-powered assistant named Mira can create drafts for quotes, contacts, and notes, which can then be reviewed, integrating with ChatGPT and Claude through the MCP. Furthermore, users have the flexibility to export data in Excel format for further analysis or record-keeping. This comprehensive approach ensures that all aspects of customer interaction and equipment management are streamlined for optimal efficiency.

Taskrol, from Kereon Inc., is field service software for appliance repair companies: owners, dispatchers, and technicians work in one system on web, iOS, and Android. Every job carries the appliance (type, brand, model, serial, data-plate photo), and the customer record lists their appliances and past jobs. Technicians search parts by the model number, see van and warehouse stock, and open parts diagrams from the job. The team calendar shows assigned and unassigned work, technician schedules, and time off. The customer signs the diagnostic fee before diagnosis, and the approved estimate becomes the invoice, paid by card in the field. Technician pay: hourly or a percentage of job margin. Solo is free forever for one technician and already includes van and warehouse inventory with low-stock reminders and parts diagrams. Basic ($29/month) adds team roles, permissions, and technician assignment; Pro ($129/month) adds a shared company warehouse. Every new sign-up gets 7 days of Pro.

Become part of the growing community of 200,000 users by downloading our range of HVAC applications, featuring the newly revamped HVAC Toolkit. This essential app for iPhone and iPad users is a must-have for professionals in the HVAC sector, bringing together several of our standalone iOS applications into one convenient platform. The universal app is designed to function seamlessly on both iPhone and iPad, automatically adjusting its interface to fit any screen size. With the "HVAC Equipment Locator" module, users can monitor, share, and personalize their equipment nameplate and maintenance information. Additionally, the "HVAC PT Chart" module provides straightforward access to the pressure-temperature characteristics of over 100 refrigerants, serving as a modern alternative to the traditional paper PT charts previously carried by many. Furthermore, the "HVAC Refrigerant Charge" module enables quick calculations of superheat and subcool refrigerant charges, making it an invaluable tool for HVAC technicians on the go. With pressure-temperature data available for more than 100 commonly used refrigerants, this app is a comprehensive solution tailored for today’s HVAC professionals.

Free estimate, invoice and scheduling software for home-service contractors. Free up to 30 estimates and 30 invoices a month, then $29 a month for your whole team. Deepsel is estimate, invoice and scheduling software for home-service contractors: HVAC, plumbing, electrical, landscaping, pest control, pool service, garage door and appliance repair. The office schedules and dispatches jobs, sends estimates with good, better and best options, turns approved work into invoices and takes card or bank payments from the invoice link. Every plan includes customer and equipment records, checklists at each visit, recurring job series, and customer import from Jobber, Housecall Pro, ServiceTitan, Service Fusion and FieldEdge. Every plan has unlimited users; card payments are 3.3% + 30 cents and bank payments 1%, capped at $15.

The landscape of HVACR compliance is evolving rapidly and presents numerous challenges, which is why we've developed Trakref. This all-encompassing software for HVACR and refrigerant management is designed to enhance your efficiency and effectiveness at work. With its intuitive pre-configured workflows and easy-to-use reporting features, you can meet compliance requirements with greater ease. Trakref serves not just as a refrigerant management solution for owners but also as a supportive tool for service providers. Our robust software empowers you to monitor and address refrigerant leaks while also prolonging the lifespan of HVAC/R equipment, ultimately lowering both maintenance and material expenses. As experts in the field, we ensure that you don’t need outside consultants, as we take care of all updates in response to regulatory changes. With thousands of audits completed successfully and hundreds of millions of pounds of gas monitored, Trakref stands out as the trusted choice in the industry. Embrace the future of refrigerant management with a solution that adapts to your needs and simplifies your compliance journey.

Fleet OMS is a comprehensive cloud-based application designed to streamline operations management for businesses in construction, equipment repair, and field service industries. This platform consolidates various functions including work orders, project management, budget tracking, crew assignments, scheduling, as well as maintaining customer and site records, while also offering equipment and service vehicle tracking, preventive maintenance, and detailed reporting—all within a single system. Teams can efficiently manage numerous work orders tied to specific projects, allocate technicians or entire crews, oversee project expenditures and progress, and maintain thorough service histories for assets. Fleet OMS effectively supports both field and office workflows for contractors, builders, mechanics, service shops, and other organizations that need to manage jobs involving personnel, vehicles, equipment, and multiple locations. The subscription model is based on a per-user pricing structure, with an extra monthly fee applicable for each service vehicle, and users also have the option to utilize a paid implementation service for additional support. This integration of diverse functionalities allows businesses to enhance productivity and improve coordination across various operational aspects.

Electron Apps provides a comprehensive field service software solution tailored for HVAC and plumbing professionals. By integrating office dispatch, scheduling, customer and equipment management, estimates, invoicing, maintenance agreements, and a mobile app for technicians, it streamlines the entire service process. Dispatchers can efficiently allocate jobs by considering appointment preferences, technician qualifications, job progress, and historical data; the scheduling feature accommodates recurring maintenance tasks, travel time, and workforce availability. Technicians benefit from the ability to view job specifics, document notes and photos, modify status updates, and operate offline until they reconnect to sync their information. The invoicing capabilities include options for flat-rate and time-and-material billing, as well as handling deposits and generating exportable invoices for accounting purposes. This software is specifically designed to meet the needs of small to medium-sized trade businesses, with adaptable plans that cater to varying team sizes and multiple locations. Additionally, its user-friendly interface ensures that both dispatchers and technicians can efficiently navigate their tasks.

Small service and repair companies, from one technician to a few dozen, use AyaNova to run their day: create work orders, drag and drop them onto the schedule, turn quotes into jobs, and let preventive maintenance generate its own work orders on time. Track customer equipment with full service history, meter readings and warranty. Manage parts in several warehouses, with serial numbers, stock levels and purchase orders. Set special pricing and response times with service contracts. Customers can log in to request service and check on their jobs, and get notified by email or text. Use it from a browser on a PC, Mac, tablet or phone; on a phone it installs like an app. Choose our hosting, or put it on your own Windows or Linux server. QuickBooks Desktop integration included. Made by a company that ran its own repair shop, selling direct since 1998. Try it free for two weeks with free setup help. Support by email, no implementation fees.

SplashIQ serves as an online platform designed for managing pool service operations, catering specifically to businesses involved in pool cleaning, maintenance, and repairs. It consolidates various functions such as customer and property management, recurring service schedules, route planning, technician assignments, estimates, work orders, invoicing, and service histories into one collaborative interface. Field teams have the capability to document visit details and water-chemistry readings, monitor pool equipment and service records, attach relevant photos and notes, and maintain productivity even when there are temporary connectivity issues. Homeowners benefit from a dedicated portal that provides summaries of visits, visual documentation, chemistry logs, estimates, and past invoices. Additionally, the platform offers features such as role management for team members, operational reporting, automated reminders, CSV data import and export, and API access available through the Growth plan. Users can also take advantage of a seven-day trial period with the paid plans, allowing them to explore all functionalities before committing. Overall, SplashIQ aims to streamline and enhance the efficiency of pool service management for businesses and their clients alike.

Quick Assign Service CRM is a comprehensive software solution tailored for businesses in the field repair sector, including HVAC, RO, IT, medical, and equipment maintenance. It streamlines the entire service process, starting from the initial complaint registration to the final job execution and billing. Engineered for maximum efficiency, it includes features for managing customer complaints, tracking Annual Maintenance Contracts (AMCs), scheduling preventive maintenance with reminders, and providing real-time GPS tracking to efficiently monitor technicians and allocate tasks. You can easily oversee inventory levels, track expenses, and manage both sales and purchase invoices without hassle. Additionally, the robust reporting capabilities allow users to assess performance, monitor revenue, and review service history all in one centralized location. By utilizing Quick Assign, businesses can optimize their operations, improve customer satisfaction, and increase productivity, establishing it as the premier choice for effectively managing your field repair operations. This innovative tool not only simplifies processes but also empowers businesses to thrive in a competitive market.

Motili offers a technology platform that streamlines the management of HVAC and hot water systems for various property types, including single-family homes, multi-family units, and commercial buildings, through both proactive and reactive maintenance projects. The accompanying mobile application is designed for Motili's network of HVAC contractors, enabling them to discover, schedule, and execute installations and repairs directly from their devices. Similar to how Uber connects drivers with passengers, this app facilitates connections between contractors and available HVAC jobs, eliminating the need for contractors to chase leads. Users can easily navigate to job locations while utilizing features that allow for the completion of work orders and quotes, checking in upon arrival, uploading photos, adding necessary equipment or parts, tagging assets, and submitting all relevant information back to Motili. With such an array of functionalities, the app significantly enhances efficiency and communication within the HVAC service industry.

Service Pro Stream is a comprehensive software solution designed for managing field services in industries such as appliance repair, HVAC, and plumbing. It integrates various functionalities like online booking, scheduling, dispatching, and customer communication seamlessly into one platform. The booking process for customers utilizes a conversational interface that collects details about the appliance, including its make, model, and the specific issue at hand. Customers have the added convenience of taking a photo of the dataplate, allowing the software to extract the model and serial numbers from the image, which enables technicians to pre-order necessary parts before their arrival. The dispatching system operates based on customizable rules set by the user for each technician, including parameters like maximum job distance from the base, minimum spacing between consecutive jobs, and the allowable distance for initial and final calls from the starting point. This intelligent engine ensures that these criteria are adhered to when generating available time slots for appointments. Technicians have the flexibility to access the platform through any mobile browser, and the portal can be easily added to their home screens without requiring a download from an app store. They are equipped to view customer notes, access images, and retrieve model numbers, while also having the capability to search for parts and document their work on-site, enhancing efficiency and communication throughout the service process. Overall, Service Pro Stream streamlines operations, making it an invaluable tool for service professionals.

MrTask is a field service management solution specifically designed by contractors for the needs of contractors. With capabilities to schedule, dispatch, invoice, and receive payments all within a single application, it streamlines operations effectively. The intuitive real-time dispatch board features drag-and-drop job assignments and route optimization to ensure crews stay productive, while technicians benefit from a mobile app that offers turn-by-turn navigation, offline access, checklists, and the ability to capture photos and signatures. Estimations and invoices can be generated directly in the field, allowing for on-site payments via card, ACH, or check. Additionally, the integrated customer CRM consolidates client profiles along with complete job histories and notes, while real-time dashboards provide insights into revenue, job counts, and technician performance metrics. GPS tracking enhances visibility into technician locations and routes, and seamless QuickBooks integration guarantees that accounting remains up to date. Geared toward various industries such as HVAC, plumbing, electrical, roofing, appliance repair, cleaning, handyman services, painting, and landscaping, MrTask empowers both individual operators and small teams to minimize administrative burdens and increase their workload efficiently. Ultimately, this software not only simplifies daily operations but also drives growth by enabling contractors to focus on what they do best.

HisabOne DealerCore serves as an integrated ERP solution tailored specifically for distributors, dealerships, wholesalers, and businesses with multiple branches. This platform consolidates various essential functions, such as accounting, sales, inventory management, warehousing, procurement, service provisions, and financial oversight, all within a single framework. The system is equipped to handle multi-warehouse inventory management, tracking at the serial/VIN level, stock transfers, inventory valuation, quotations, sales orders, customer credit management, accounts receivable and payable, general ledger functions, bank reconciliations, tax oversight, and comprehensive financial reporting. In addition, for dealerships and equipment distributors, DealerCore comes with enhanced features like floor-plan financing, trade-in management, lender payoffs, tracking of unit lifecycles, warranties, service and repair orders, parts handling, and workflows for technicians. This platform is particularly well-suited for industries involving automotive, machinery, medical equipment, industrial products, spare parts, and other distribution sectors that require not only real-time visibility but also robust financial control and scalable ERP functionalities to support their operations effectively. With these capabilities, businesses can optimize their processes and improve overall efficiency.

SmartEquip offers a comprehensive platform that enables fleets to provide their technicians with product support information tailored for every brand within their inventory. By streamlining the ordering process for the correct repair parts, downtime can be significantly minimized. The platform features serial-number-specific parts lists and schematics, allowing equipment owners to quickly restore their machinery to operational status. With access to current electronic parts diagrams linked to specific serial numbers, technicians can efficiently diagnose issues and pinpoint necessary components. It’s reported that technicians often devote up to half of their working hours to these tasks, but SmartEquip Procurement can potentially enhance their effective working time by as much as double. The platform is designed to be customizable, offering advanced catalog technology along with support materials and ordering features for direct customers, dealers, and distributors alike. Additionally, it provides a fully-branded white label marketplace that capitalizes on this intelligent catalog technology to facilitate transactions across various brands, ensuring a seamless experience for all users. This innovative approach not only boosts productivity but also fosters better communication and efficiency throughout the repair process.

Offers extensive mobile functionality across devices such as iPhone, iPad, BlackBerry, Windows Mobile, and Android, enabling businesses to unlock new heights of efficiency and profitability through detailed service agreements, usage metrics, subcontractor management, equipment tracking, serialization, tailored reporting, and streamlined purchase and sales order processes, among other features. The system includes robust scheduling, work orders, and dispatch software specifically designed for HVAC, plumbing, electrical, and various service-oriented enterprises, providing an effective means to manage visit scheduling, quotes, invoicing, billing, and team coordination. aimInsight Consulting Inc. proudly operates as a Technisoft Registered Business Partner, authorized to sell, implement, and provide support for all applications within the Technisoft Service Manager suite. With a rich legacy of over 25 years, the Technisoft Service Manager stands out as a powerful maintenance solution that has consistently delivered reliable service to the equipment maintenance and service industries, adapting to the evolving needs of its users. This combination of features and support makes it an invaluable resource for businesses aiming to enhance their operational efficiency and service delivery.

MyHomeService360 is a cloud-based software solution tailored for home service companies such as HVAC, plumbing, electrical, roofing, lawn care, pool maintenance, cleaning, pest management, and handyman services. This platform seamlessly integrates customer management, scheduling, dispatching, online appointment booking, estimates, invoicing, payment links, and comprehensive double-entry accounting. Office personnel can efficiently oversee recurring jobs, allocate technicians, enhance route planning, monitor field operations, and manage service plans, reports, inventory, and purchase orders. Technicians benefit from a mobile application that provides job specifics, checklists, photo uploads, signature capture, time tracking, and payment processing, all with the capability to work offline. Customers have the convenience of approving estimates, making deposits, paying invoices, and reviewing their service history along with equipment records. Notably, the primary software is available without a monthly fee for an unlimited number of users, while transaction processing and additional services incur separate charges. This comprehensive system not only streamlines operations but also enhances customer satisfaction by providing easy access to essential services.

Workflow Pros is an innovative platform that leverages AI to provide comprehensive Field Service Management and CRM solutions tailored for trade contractors and professionals in home services, such as HVAC, plumbing, electrical, appliance repair, and roofing. Designed by entrepreneurs from the field service industry, Workflow Pros integrates various functions like dispatching, invoicing, marketing, and communication into one cohesive platform, eliminating the hassle of using multiple separate tools. Key features include: A 24/7 AI Dispatcher & Answering Service that efficiently manages incoming calls, prioritizes urgent requests, and seamlessly integrates jobs into your scheduling system. Smart Scheduling & Route Optimization tools that allow for visual management of technician calendars, enhance travel routes, and provide customers with automated live ETA updates. A dedicated Mobile App for Technicians that enables field workers to generate multi-option estimates, handle payments, and take job-related photos on-site. Automated Invoicing & Marketing features that facilitate post-job billing, encourage the collection of online reviews, and enable the execution of SMS marketing campaigns, ensuring that no part of the process is overlooked. With these robust features, Workflow Pros not only enhances operational efficiency but also improves customer satisfaction and engagement.

Tech-Support Pro is a software solution designed for OEM equipment manufacturers that manages support cases and service histories. Support teams can easily access equipment information by searching serial numbers, checking specifications, warranty expiration dates, and reviewing previous support interactions. Team members have the ability to document each support engagement with detailed notes, status updates, warranty data, and the reason for the call, while also keeping a distinct technical service log for tasks like repairs, replacing parts, and updating firmware. The software features a knowledge base that connects common issues with their resolutions, tailored to specific machine models. Furthermore, it facilitates tracking escalations with due dates, follow-up tasks, and warranty cost evaluations based on the model. Users can take advantage of an Android app that allows for live phone-camera sharing to provide remote support, and it includes single sign-on for ease of access. Monthly billing is structured according to the number of support agents, with options for Enterprise plans tailored to accommodate larger teams, ensuring flexibility for various organizational needs. This comprehensive system ultimately enhances the efficiency and effectiveness of technical support teams in managing their workflows.

The Digitalnatie Service Suite is an online platform specifically tailored for managing field services in sectors such as HVAC, plumbing, electrical, water treatment, installation, and maintenance. This comprehensive tool integrates various functionalities, including customer management, job requests, scheduling and dispatching, work orders, service contracts, route optimization, and inventory control. Office personnel can efficiently generate quotes and invoices, track payments, and analyze performance reports. Meanwhile, technicians leverage a mobile application to access job and asset information, document their time and materials, perform safety inspections, upload images and notes, and capture customer signatures. Additionally, the suite enhances operations with features like preventive maintenance, detailed equipment and site records, workflow automation, and a customer portal for accessing service reports and invoices. Available in Dutch, French, and English, this platform is specifically designed to meet the needs of Belgian service providers who oversee field technicians and manage tasks at customer locations, ensuring a smooth and efficient workflow overall. Its user-friendly interface allows for seamless coordination between office staff and technicians, ultimately improving service delivery.

Zebu is a cloud-based solution for managing field services, tailored specifically for businesses that provide home services and operate on an appointment basis. This software integrates various functionalities such as lead and customer management, quoting, scheduling, dispatching, technician workflows, invoicing, payment processing, and comprehensive reporting. Teams have the capability to generate quotes using a price book, seek approvals and deposits, manage jobs via a dispatch board, and equip technicians with a mobile app that works offline. For customers, there are tools available for online booking, approving quotes, paying invoices, and rescheduling visits through a dedicated portal. Additionally, Zebu accommodates recurring jobs, provides checklists, sends automated reminders, requests reviews, and manages lead follow-ups. It caters to industries such as HVAC, plumbing, electrical, cleaning, landscaping, roofing, painting, pest control, and other related trades. The software also features synchronization with QuickBooks Online, while Xero integration is available as an optional add-on. Designed with the needs of owners, office staff, dispatchers, and field technicians in mind, Zebu enhances operational efficiency across multiple service sectors. Furthermore, its user-friendly interface ensures that teams can easily navigate through their tasks, leading to improved productivity and customer satisfaction.

The Field Service & Maintenance Management Software by Suiteworks Tech helps businesses efficiently manage maintenance activities by automating key processes. From creating maintenance job orders and scheduling tasks to tracking technician hours and managing expenses, this SuiteApp ensures that all aspects of maintenance are seamlessly integrated. It supports both reactive and preventive maintenance models, automating the scheduling process based on usage metrics or time intervals. Additionally, the software integrates with NetSuite to provide visibility into inventory and maintenance costs, improving financial control and decision-making. With enhanced technician management and billing automation, businesses can streamline operations, reduce downtime, and boost customer satisfaction.

You can manage your field service with 10+ tools Wello Solutions centralizes all your field service activities and allows you to control them in real-time. You can map your customers and their equipment in one place. Organize customers and equipment across multiple locations and service agreements. Exit spreadsheets! Centralize. All equipment information for your customers is instantly accessible. Good work orders preparation is key to good field service. All in one solution, from request to completion. You can ensure that everyone knows what to do, when to do it, and where to find the right parts. You can master your planning in minutes and not hours. Follow up in real-time without having to call. Get more from your available capacity. Customers will be impressed by punctual service. Customers will be impressed by punctual service over and over again.

Agentforce Field Service is a comprehensive, agent-first platform built to modernize field operations and workforce management. It enables companies to orchestrate everything from break-fix repairs to inspections and proactive maintenance with intelligence and speed. By unifying customer records, asset data, and service history, teams gain full visibility into every job and interaction. AI-driven scheduling automates appointment coordination, dynamically adjusting to disruptions while keeping customers informed. The mobile experience is designed for real-world conditions, offering offline functionality, rapid data sync, and customizable workflows for technicians. Dispatchers can efficiently assign work based on skills, availability, and geography using advanced optimization tools. Predictive asset management capabilities help organizations anticipate failures and schedule service before downtime occurs. Operations dashboards powered by analytics provide real-time KPIs and conversational insights for smarter decision-making. Visual Remote Assistant reduces unnecessary truck rolls by connecting customers to experts through live video guidance. Together, these capabilities empower businesses to increase efficiency, reduce operational costs, and deliver seamless, proactive service experiences at scale.

Our expertise lies in Carrier Controls, where we conduct comprehensive HVAC installations for new builds, enhance existing systems with advanced controls, and upgrade outdated systems to the state-of-the-art Carrier I-Vu open protocol. This innovative Carrier I-Vu system allows remote access to your control systems, ensuring you receive notifications about any potential issues around the clock, enabling you to address them conveniently from your office or home. Our commercial division handles everything from installation and repair to maintenance of HVAC, refrigeration, kitchen, and water heater systems. We serve a diverse clientele that includes military installations, hospitals, and industrial facilities. Additionally, we excel in providing Energy Management Systems tailored to meet the specific requirements of our HVAC customers. By enrolling in our preventative maintenance program, clients can benefit from prioritized service without incurring overtime charges for the entire duration of the contract, ensuring optimal performance and peace of mind. This commitment to service excellence sets us apart in the industry.

Pools Tribe is a comprehensive platform designed for independent pool technicians and service companies, streamlining pool maintenance operations. By integrating route optimization, water chemistry management with Langelier Saturation Index (LSI) calculations, technician tasks, repair quotations, and customer billing into a single service-management system, it enhances efficiency. The platform features a mobile app that works offline for technicians and utilizes Stripe for customer invoicing. Catering to a diverse range of users, including solo professionals and teams overseeing field technicians, it addresses the needs of both commercial aquatic facilities and smaller maintenance businesses. With its robust tools, Pools Tribe effectively facilitates the entire service workflow, from organizing routes and tracking water chemistry to generating repair estimates and processing payments for customers. This holistic approach helps professionals manage their operations more seamlessly and improves overall service delivery.

FlatRateKit serves as an online platform that equips independent HVAC contractors and small service businesses with tools for creating flat-rate pricing and quotes. This solution enables contractors to systematically arrange their services, materials, labor estimates, and markups into a simplified flat-rate menu, making it easy to generate professional quotes for customers. Tailored specifically for owner-operators and small teams, the app eliminates the need for complex spreadsheets, fostering clarity in pricing. Additionally, FlatRateKit offers useful HVAC calculators, templates, and comprehensive guides to assist in effective service-business planning, ensuring that users have all the resources they need at their fingertips. This all-in-one approach streamlines the quoting process, allowing businesses to focus more on their services and customer satisfaction.

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

TankSpotter is a comprehensive software solution tailored for companies in the propane and heating oil sectors, streamlining field service and operations. Its integrated mobile applications and web dashboard consolidate various functions such as service dispatch, scheduling, work orders, inspections of tanks and vehicles, records of leak checks, delivery tickets, and employee training logs, alongside sales leads into a single platform for fieldwork. Field technicians and drivers have the capability to fill out forms, take photographs, collect signatures, and log GPS locations along with notes, even in areas where cellular service is lacking; all data will automatically sync to the office once connectivity is restored. Additionally, office personnel can efficiently assign tasks, assess field documentation, oversee training programs, and monitor activities related to customers and equipment. This software is specifically crafted for propane retailers and fuel delivery businesses, catering to the needs of owners, managers, safety personnel, service staff, drivers, and field technicians alike, ensuring a holistic approach to operational management. By unifying these functionalities, TankSpotter enhances productivity and improves service delivery across the industry.

Accelerate the growth of your service business by utilizing a tailored repair management solution that can adapt to any type of repair operation. Powered by NetSuite, Epiphany’s Repair Management solution enables organizations to optimize their overall business efficiency. Are you searching for a customized solution designed to enhance your existing NetSuite equipment management system? Choose from Epiphany’s curated offerings, which include repair management, project profitability, and contract management solutions that cater specifically to your equipment management requirements. Our NetSuite consulting services are here to ensure that your account and products operate seamlessly. Unlike the machinery, turbines, and other equipment you manage, Epiphany’s repair management system, driven by NetSuite, is designed to be straightforward and user-friendly. By utilizing Epiphany’s repair management software, you can streamline your depot repair operations, making it uniquely suited to YOUR business and helping you create your own distinctive advantage. Experience a new level of operational efficiency that can transform the way you handle repairs.

vFound Equipment is a web-based application designed for the checkout and reservation of equipment in various environments such as schools, universities, libraries, IT desks, offices, hotels, and other shared facilities. It allows staff to generate equipment records complete with QR labels, serial numbers, warranty information, and maintenance details, as well as to import inventories using CSV files. Users can reserve specific items or select from available options within a category, and the checkout process accommodates both single items and multi-item kits while also providing features like borrower signatures, due-time rules, limits, and overdue blocks. To facilitate the return process, automatic email reminders are sent to borrowers, and staff can easily scan returns, document the condition of the items, isolate damaged goods for repair, and conduct stock audits. Borrowers also have the convenience of reserving items through their My vFound accounts and can utilize an optional self-checkout kiosk for added ease. The application operates entirely within a web browser, making it versatile enough to be used independently or in conjunction with other products offered by vFound in the same workspace. Additionally, the intuitive design ensures a seamless experience for both staff and borrowers alike.

CSOne’s customer service solutions enhance the efficiency of your support operations. Every call to your call center is meticulously recorded and monitored from beginning to end, capturing essential information such as the customer's name, location, and equipment alongside the specifics of their inquiry. Additionally, CSOne’s online calendar boosts the transparency of your technicians' schedules. Technicians receive email notifications for task assignments, ensuring prompt attention to customer needs. The platform oversees a range of field service activities, including initial on-site assessments and repairs. Users can conveniently generate repair quotes and service reports via a mobile printer, facilitating quicker transactions. Furthermore, CSOne effectively oversees the entire sales process, encompassing quotation creation, sales orders, deliveries, billing, and cash collection. By managing documentation tailored to individual business cases, it simplifies the monitoring of task statuses for each case, highlighting pending tasks and quotes that require dispatch. This comprehensive approach not only streamlines operations but also enhances customer satisfaction through timely service delivery.

Monaire harnesses advanced AI technology along with top-tier service professionals to help businesses reduce energy expenses, prevent downtime, and avoid expensive repairs. Acting as a customized, tech-driven concierge for HVAC and refrigeration maintenance in restaurants, Monaire ensures systems operate at peak efficiency, thus saving you money and effort while also minimizing food waste. For convenience store owners, Monaire simplifies the management of HVAC and refrigeration systems, leading to lowered energy costs, eliminating the need for follow-ups with repair services, and preventing unexpected outages. Furthermore, Monaire enhances HVAC and refrigeration management for facilities, optimizing comfort for occupants, supporting sustainability objectives, and easing the burden on facility staff. By implementing these solutions, you can save energy, reduce waste, avert refrigerant leaks, and significantly decrease your carbon footprint, leading to even greater savings. With AI-driven, predictive management solutions, Monaire maximizes your potential savings. The company's cutting-edge diagnostics effectively identify issues related to heating, ventilation, air conditioning, and refrigeration, ensuring that every problem is addressed promptly and efficiently. This comprehensive approach not only streamlines maintenance but also elevates the overall performance of your systems.