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This category is part of a larger family — see all Invoicing & Billing Automation Tools tools.

Invoicing and Billing Platforms for Trades and Home Services
Albert Richer

Navigating the Best Invoicing and Billing Platforms for Trades and Home Services: Insights from Market Research and User Feedback Market research shows that efficiency is key for trades and home service professionals, and the right invoicing platform can save hours in administrative tasks. Analysis of thousands of customer reviews indicates that platforms like FreshBooks and QuickBooks consistently top satisfaction ratings, particularly for their ease of use and robust features tailored for service industries. On the flip side, some options that promise a lot, like Wave, often receive feedback about limited customer support and functionality, making them less reliable for those with complex billing needs. Studies indicate that features such as mobile accessibility and automated reminders are particularly valued by users, suggesting that the best platforms are those that seamlessly integrate into busy workflows. Why does everyone think you need to spend $$$ on invoicing software? Sometimes, the most expensive solutions aren't the best fit for your budget or needs. Navigating the Best Invoicing and Billing Platforms for Trades and Home Services: Insights from Market Research and User Feedback Market research shows that efficiency is key for trades and home service professionals, and the right invoicing platform can save hours in administrative tasks.

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1
Expert Score
9.8 / 10
378
141
SEAMLESS BILLING
CUSTOMER-FRIENDLY

Helcim Contractor Billing Software

Helcim Contractor Billing Software
View Website
Helcim is a premium invoicing and billing software designed specifically for contractors, trades, and home services. It provides more than just simple invoicing – it's a complete online payment solution that simplifies financial operations, streamlines payment collection, and enhances the overall customer experience.
Helcim is a premium invoicing and billing software designed specifically for contractors, trades, and home services. It provides more than just simple invoicing – it's a complete online payment solution that simplifies financial operations, streamlines payment collection, and enhances the overall customer experience.
SEAMLESS BILLING
CUSTOMER-FRIENDLY

Best for teams that are

  • Businesses seeking lowest possible credit card processing fees
  • Contractors wanting free invoicing without monthly subscriptions
  • Users who want to pass credit card fees to customers

Skip if

  • Teams needing scheduling, dispatch, or project management
  • High-risk industries or those needing instant deposits
  • Businesses requiring a full CRM or field service platform

Expert Take

Our analysis shows Helcim stands out for its commitment to transparency in an industry often plagued by hidden fees. Research indicates that its interchange-plus pricing model, combined with zero monthly fees, offers significant long-term savings for contractors processing over $5,000 monthly. We particularly value the 'Fee Saver' feature, which allows businesses to compliantly pass processing costs to clients, potentially reducing credit card fees to zero.

Pros

  • Transparent interchange-plus pricing model
  • No monthly subscription or hidden fees
  • Free unlimited invoicing and estimates
  • Automatic volume-based processing discounts
  • Fee Saver option passes costs to clients

Cons

  • No same-day deposit option available
  • Strict underwriting can delay onboarding
  • Hardware must be purchased upfront
  • Keyed-in rates higher than in-person
  • Fewer integrations than Stripe or Square
2
Expert Score
9.7 / 10
651
49
TRADE-SPECIFIC TOOLS
EFFORTLESS SCHEDULING

Housecall Pro

Housecall Pro
View Website
Housecall Pro is an all-encompassing management tool tailored to meet the demands of home service businesses. It streamlines the process of scheduling, dispatching, invoicing, and even marketing, addressing the unique operational challenges faced by this industry. The software's mobile-friendly design also ensures field service professionals can manage their tasks on-the-go.
Housecall Pro is an all-encompassing management tool tailored to meet the demands of home service businesses. It streamlines the process of scheduling, dispatching, invoicing, and even marketing, addressing the unique operational challenges faced by this industry. The software's mobile-friendly design also ensures field service professionals can manage their tasks on-the-go.
TRADE-SPECIFIC TOOLS
EFFORTLESS SCHEDULING

Best for teams that are

  • Small to mid-sized residential home service businesses
  • Owners needing a user-friendly, quick-to-setup solution
  • Service pros wanting integrated scheduling and dispatching

Skip if

  • Commercial contractors requiring complex recurring service plans
  • Large enterprises needing deep customization options
  • Businesses managing heavy civil construction projects

Expert Take

Our analysis shows Housecall Pro strikes a powerful balance between ease of use and feature depth for residential service businesses. Research indicates it is particularly strong for companies needing seamless QuickBooks integration and mobile field management. While it relies on add-ons for advanced features like proposals and routing, the core platform's intuitive design and massive community support make it a low-friction, high-trust choice for growing trade businesses.

Pros

  • Intuitive drag-and-drop scheduling interface
  • Robust mobile app for field technicians
  • Seamless QuickBooks Online & Desktop integration
  • Massive user community of 200k+ pros
  • Built-in consumer financing via Wisetack

Cons

  • Essential features are paid add-ons
  • No native route optimization included
  • API access restricted to expensive Max plan
  • Difficult cancellation process reported
  • Limited native inventory management
3
Expert Score
9.6 / 10
667
116
MOBILE MASTERY

ServiceTitan - Trade Services Software

ServiceTitan - Trade Services Software
View Website
ServiceTitan is a comprehensive, industry-specific solution designed to streamline operations for home and commercial contractors. It empowers businesses in the trades sector with job scheduling, dispatching, invoicing, sales, and customer service tools, effectively addressing their unique operational needs.
ServiceTitan is a comprehensive, industry-specific solution designed to streamline operations for home and commercial contractors. It empowers businesses in the trades sector with job scheduling, dispatching, invoicing, sales, and customer service tools, effectively addressing their unique operational needs.
MOBILE MASTERY

Best for teams that are

  • Large commercial and residential home service enterprises
  • Companies with complex workflows and large technician teams
  • Businesses needing deep reporting and enterprise-grade features

Skip if

  • Small businesses or startups with limited budgets
  • Operations wanting simple, transparent pricing structures
  • Users seeking a quick, self-service setup process

Expert Take

Our analysis shows ServiceTitan transforms trade businesses into data-driven enterprises through its 'Revenue Intelligence' and Marketing Pro modules. Research indicates that unlike basic dispatch tools, it links every call and job directly to revenue, allowing owners to track true marketing ROI. Based on documented features, its ability to gamify technician performance via the TitanAdvisor score and ensure enterprise-grade compliance (SOC 2, HIPAA) makes it a powerful, albeit complex, operating system for scaling service companies.

Pros

  • Comprehensive all-in-one field service platform
  • Advanced marketing ROI and revenue tracking
  • SOC 2 Type II and HIPAA compliant
  • High-rated mobile app for technicians
  • Deep integration with QuickBooks and Sage

Cons

  • Expensive per-technician pricing ($250-$500/mo)
  • Steep implementation fees ($5,000-$50,000+)
  • Long onboarding timeline (6-12 months)
  • Inventory management features have limitations
  • Requires dedicated admin staff to manage
4
Expert Score
9.5 / 10
393
120

Dataforma Field Service Management

Dataforma Field Service Management
View Website
Dataforma is an all-in-one cloud-based software solution specifically designed for contractors in trades and home services industry. The platform manages scheduling, reporting, payroll, invoicing, workflow, and expenses, addressing the unique needs of contractors to streamline operations and improve efficiency.
Dataforma is an all-in-one cloud-based software solution specifically designed for contractors in trades and home services industry. The platform manages scheduling, reporting, payroll, invoicing, workflow, and expenses, addressing the unique needs of contractors to streamline operations and improve efficiency.

Best for teams that are

  • Commercial roofing, HVAC, and electrical contractors
  • Businesses managing complex warranties and service histories
  • Companies needing to track assets across multiple commercial sites

Skip if

  • Residential handymen or small home service providers
  • Companies looking for a quick, simple mobile app
  • Businesses that do not handle commercial contracts

Expert Take

Our analysis shows Dataforma stands out as a specialized powerhouse for the commercial roofing and HVAC industries. Unlike generic field service tools, it offers critical asset management features like detailed building histories and warranty tracking that are indispensable for maintenance-heavy trades. While research indicates a steeper learning curve, the depth of its vertical-specific functionality makes it a 'gold standard' for mid-to-large contractors who need more than just simple dispatching.

Pros

  • Deep roofing & HVAC specific workflows
  • Robust warranty & building history tracking
  • Real-time GPS field tracking
  • Strong customer support reputation
  • Comprehensive document management

Cons

  • Steep learning curve for new users
  • Expensive per-user pricing model
  • Interface described as dated/clunky
  • Mobile app occasional sync errors
  • Complex backend setup required
5
Expert Score
9.3 / 10
604
101
REAL-TIME TRACKING
COMPREHENSIVE COVERAGE

Knowify - Construction Management Software

Knowify - Construction Management Software
View Website
Knowify is designed specifically for trade contractors to optimize their operations. It offers features such as job costing, contract management, and invoicing that cater to the unique needs of commercial and residential job management. This industry-specific application ensures seamless project management, from bidding to billing.
Knowify is designed specifically for trade contractors to optimize their operations. It offers features such as job costing, contract management, and invoicing that cater to the unique needs of commercial and residential job management. This industry-specific application ensures seamless project management, from bidding to billing.
REAL-TIME TRACKING
COMPREHENSIVE COVERAGE

Best for teams that are

  • Specialty trade contractors managing multi-phase projects
  • Remodelers needing detailed job costing and AIA billing
  • Businesses requiring strong QuickBooks Desktop integration

Skip if

  • Simple service-only businesses with short-duration jobs
  • Solo operators looking for a free or low-cost tool
  • Users who do not need complex contract management

Expert Take

We love Knowify for its targeted approach to the needs of trade contractors. It streamlines key processes including bidding, job costing, and invoicing, which are crucial for commercial and residential projects. Knowify provides real-time updates on projects, ensuring that contractors can manage their jobs effectively and within budget. Its focus on industry-specific needs makes it a standout choice for professionals in the trade industry.

Pros

  • Job-specific bidding tools
  • Real-time project tracking
  • Integrated invoicing and billing
  • Contract and change order management
  • Responsive customer support

Cons

  • May require initial training
  • Limited integration with other software
  • Higher price point for small businesses
6
Expert Score
9.3 / 10
419
152
CLOUD CONVENIENCE

Workiz FSM Software

Workiz FSM Software
View Website
Workiz is a robust field service management solution, tailored to the unique needs of trades and home services businesses. It streamlines scheduling, dispatching, invoicing, and customer relations, making it an ideal tool for home service professionals seeking to optimize operations and enhance customer service.
Workiz is a robust field service management solution, tailored to the unique needs of trades and home services businesses. It streamlines scheduling, dispatching, invoicing, and customer relations, making it an ideal tool for home service professionals seeking to optimize operations and enhance customer service.
CLOUD CONVENIENCE

Best for teams that are

  • On-demand services like locksmiths and junk removal
  • Teams needing integrated call tracking and recording
  • Service businesses requiring flexible job forms

Skip if

  • Large construction firms managing long-term projects
  • Solo operators who do not need dispatch features
  • Businesses with very simple invoicing needs

Expert Take

We love Workiz for its sharp focus on the trades and home services industry. Its feature set is designed to address the common pain points in the field service domain - from scheduling and dispatching to invoicing and customer relations. Moreover, it offers real-time job tracking, a feature that home service professionals find invaluable. Overall, Workiz offers a comprehensive solution that can save time, increase efficiency and ultimately, boost profitability.

Pros

  • Industry-specific features
  • Real-time job tracking
  • Integrated invoicing and billing
  • User-friendly interface
  • Strong customer support

Cons

  • Limited integrations
  • May require initial setup time
  • No offline mode
7
Expert Score
9.2 / 10
436
46
BUDGET-FRIENDLY

FieldBin Online Invoicing

FieldBin Online Invoicing
View Website
FieldBin's Online Invoicing software is tailored specifically for businesses in the trades and home services industry. The software streamlines the invoicing process, enabling users to create and send digital invoices on-the-go, which helps save time and reduce errors.
FieldBin's Online Invoicing software is tailored specifically for businesses in the trades and home services industry. The software streamlines the invoicing process, enabling users to create and send digital invoices on-the-go, which helps save time and reduce errors.
BUDGET-FRIENDLY

Best for teams that are

  • Small to medium HVAC, plumbing, and electrical businesses
  • Owners wanting affordable, easy-to-use scheduling tools
  • Teams needing simple inventory management and QuickBooks sync

Skip if

  • Large enterprises requiring extensive customization
  • Solo operators with very basic invoicing needs
  • Businesses needing complex commercial project management

Expert Take

Our analysis shows FieldBin excels at simplifying the transition from paper to digital for small trade businesses. Research indicates its two-way QuickBooks Online sync and integrated Stripe payments significantly reduce administrative overhead. Based on documented features, it offers a highly accessible entry point with transparent pricing, making it an ideal choice for owner-operators who need powerful invoicing tools without the complexity or cost of enterprise software.

Pros

  • Affordable starting price at $19/month
  • Seamless QuickBooks Online two-way sync
  • Intuitive drag-and-drop scheduling interface
  • Integrated Stripe payments for faster billing
  • Mobile app for on-site invoicing

Cons

  • No integration with QuickBooks Desktop
  • Limited customization for complex workflows
  • Low volume of third-party user reviews
  • Smaller integration ecosystem than competitors
8
Expert Score
9.0 / 10
432
60
USER-FRIENDLY DESIGN

Joist Contractor Management App

Joist Contractor Management App
View Website
Joist is a tailored SaaS solution for contractors, trades professionals, and home services. It combines estimation, invoicing, payment collection, and project management in one intuitive app. This platform specifically focuses on the needs of this industry, enabling professionals to streamline their business operations and manage projects effectively, even when on the go.
Joist is a tailored SaaS solution for contractors, trades professionals, and home services. It combines estimation, invoicing, payment collection, and project management in one intuitive app. This platform specifically focuses on the needs of this industry, enabling professionals to streamline their business operations and manage projects effectively, even when on the go.
USER-FRIENDLY DESIGN

Best for teams that are

  • Solo contractors and handymen needing mobile estimates
  • Businesses with simple "on-the-spot" invoicing needs
  • Users who primarily work from a mobile device or tablet

Skip if

  • Growing teams requiring project management features
  • Users needing more than 5 free documents per month
  • Companies needing complex job costing or inventory tracking

Expert Take

Our analysis shows Joist excels for solo contractors needing immediate, on-site financing options to close deals. Research indicates the integration of Acorn Finance allows users to offer loans to homeowners directly from the estimate, a feature rarely found in basic invoicing apps. Based on documented features, its mobile-first design streamlines the quote-to-cash cycle effectively, though it is best suited for owner-operators rather than larger crews due to the lack of scheduling tools.

Pros

  • Integrated homeowner financing options
  • Mobile-first estimating and invoicing
  • Instant credit card processing
  • Professional estimate templates
  • QuickBooks Online synchronization

Cons

  • Lacks scheduling and time tracking
  • Free plan limited to 5 documents
  • Integrates only with QuickBooks Online
  • No desktop offline access
  • Support limited to chat/email
9
Expert Score
8.8 / 10
670
148
FAST PAYMENTS

Houzz Pro Construction Invoice

Houzz Pro Construction Invoice
View Website
Houzz Pro's Construction Invoice Software is a robust solution specifically designed for trades and home services professionals. This software simplifies the invoicing and billing process, enabling seamless requests for payments and quicker transactions. It is built to cater to the unique needs of this industry, such as managing complex project billing, tracking expenses, and ensuring accurate and timely payments.
Houzz Pro's Construction Invoice Software is a robust solution specifically designed for trades and home services professionals. This software simplifies the invoicing and billing process, enabling seamless requests for payments and quicker transactions. It is built to cater to the unique needs of this industry, such as managing complex project billing, tracking expenses, and ensuring accurate and timely payments.
FAST PAYMENTS

Best for teams that are

  • Residential remodelers and design-build firms
  • Pros wanting integrated marketing and lead generation tools
  • Designers needing 3D floor planners and client portals

Skip if

  • Commercial contractors or heavy civil construction firms
  • Service-based businesses needing dispatch and routing
  • Large GCs requiring complex scheduling features

Expert Take

Our analysis shows that Houzz Pro uniquely bridges the gap between marketing and management for residential pros by integrating 3D visual planning directly into the invoicing workflow. Research indicates it excels for designers and remodelers who need client-facing polish, offering a dedicated portal that centralizes communication and payments. Based on documented features, the ability to convert approved estimates directly into invoices and change orders streamlines the billing cycle, although the one-way accounting sync remains a notable tradeoff for financial data management.

Pros

  • All-in-one marketing and project management
  • Visual proposals with 3D floor plans
  • Client dashboard for transparency
  • Automated estimate-to-invoice conversion
  • Optional Multi-Factor Authentication (MFA)

Cons

  • One-way accounting sync only
  • High credit card transaction fees (3.6%)
  • Mobile app lacks full desktop features
  • No API access for custom integrations
  • Steep price jump to Ultimate plan
10
Expert Score
8.5 / 10
525
25
TOP SATISFACTION

Project 2 Payment Invoicing

Project 2 Payment Invoicing
View Website
Project 2 Payment is a dedicated invoicing solution designed specifically for home service contractors and skilled trade companies. It streamlines the end-to-end billing process, from project initiation to completion, ensuring smooth financial transactions and simplified accounting.
Project 2 Payment is a dedicated invoicing solution designed specifically for home service contractors and skilled trade companies. It streamlines the end-to-end billing process, from project initiation to completion, ensuring smooth financial transactions and simplified accounting.
TOP SATISFACTION

Best for teams that are

  • Small service pros focused on simple estimates and payments
  • Budget-conscious users wanting flat-rate software pricing
  • Contractors needing to collect down payments easily

Skip if

  • Businesses needing inventory management or dispatching
  • Complex construction projects requiring job costing
  • Large teams needing advanced reporting and analytics

Expert Take

Our analysis shows Project 2 Payment disrupts the market with a high-value 'unlimited users' model that is rare in SaaS. Research indicates it is backed by Persolvent, a veteran payment technology firm, ensuring bank-grade security and PCI Level 1 compliance despite its low price point. Based on documented features, it strips away enterprise bloat to offer a streamlined, 'lite' CRM experience perfect for small contractors who need US-based support and simple invoicing without per-seat costs.

Pros

  • Unlimited users for flat $20/month
  • Transparent flat-rate processing fees
  • US-based live customer support
  • PCI Level 1 compliance included
  • No long-term contracts required

Cons

  • Limited third-party integrations (mainly QuickBooks)
  • Low review volume on major sites
  • Lacks advanced inventory tracking
  • Mobile app has few public ratings
  • Not suitable for complex enterprise needs

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support Popular Integrations Supports SSO Starting Price
1 Helcim Contractor Billing Software
Yes Yes Yes - 30 days No No Yes QuickBooks, Stripe, PayPal No $20/month
2 Housecall Pro
Yes Yes Yes - 14 days Yes No Yes QuickBooks, Google Calendar, Mailchimp No $49/month
3 ServiceTitan - Trade Services Software
Yes No Contact for trial Yes Enterprise API only Yes QuickBooks, Google Workspace, Salesforce Enterprise plans only Custom pricing
4 Dataforma Field Service Management
Yes No Contact for trial No No Email/Ticket only Limited integrations No Custom pricing
5 Knowify - Construction Management Software
Yes No Yes - 14 days Yes Yes Yes QuickBooks, Zapier, Xero No $99/month
6 Workiz FSM Software
Yes Yes Yes - 14 days Yes Yes Yes QuickBooks, Google Calendar, Stripe No $59/month
7 FieldBin Online Invoicing
Yes No Contact for trial No No Email/Ticket only Limited integrations No Contact for pricing
8 Joist Contractor Management App
Yes Yes Not specified No No Email/Ticket only Limited integrations No $11.99/month
9 Houzz Pro Construction Invoice
Yes No Yes - 30 days No No Yes QuickBooks, Stripe, PayPal No $59/month
10 Project 2 Payment Invoicing
No No Contact for trial No No Email/Ticket only Limited integrations No Custom pricing
1

Helcim Contractor Billing Software

Has Mobile App
Yes
Has Free Plan
Yes
Has Free Trial
Yes - 30 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
Popular Integrations
QuickBooks, Stripe, PayPal
Supports SSO
No
Starting Price
$20/month
2

Housecall Pro

Has Mobile App
Yes
Has Free Plan
Yes
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
No
Live Chat Support
Yes
Popular Integrations
QuickBooks, Google Calendar, Mailchimp
Supports SSO
No
Starting Price
$49/month
3

ServiceTitan - Trade Services Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Enterprise API only
Live Chat Support
Yes
Popular Integrations
QuickBooks, Google Workspace, Salesforce
Supports SSO
Enterprise plans only
Starting Price
Custom pricing
4

Dataforma Field Service Management

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
Custom pricing
5

Knowify - Construction Management Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
Popular Integrations
QuickBooks, Zapier, Xero
Supports SSO
No
Starting Price
$99/month
6

Workiz FSM Software

Has Mobile App
Yes
Has Free Plan
Yes
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
Popular Integrations
QuickBooks, Google Calendar, Stripe
Supports SSO
No
Starting Price
$59/month
7

FieldBin Online Invoicing

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
Contact for pricing
8

Joist Contractor Management App

Has Mobile App
Yes
Has Free Plan
Yes
Has Free Trial
Not specified
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
$11.99/month
9

Houzz Pro Construction Invoice

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 30 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
Popular Integrations
QuickBooks, Stripe, PayPal
Supports SSO
No
Starting Price
$59/month
10

Project 2 Payment Invoicing

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
Custom pricing

Similar Categories

How We Rank Products

Our Evaluation Process

The 'How We Choose' section outlines the methodology employed to evaluate and rank invoicing and billing platforms for trades and home services. The key factors considered include product specifications, feature sets, customer reviews, overall ratings, and value for money. Specific considerations crucial to this category encompass ease of use, integration capabilities with other tools, mobile accessibility, and industry-specific functionalities. The research methodology focuses on a comprehensive analysis of available data, comparing specifications, synthesizing customer feedback, and reviewing ratings across multiple platforms to determine a fair price-to-value ratio for each product.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

Verification

  • Products evaluated through comprehensive research and analysis of invoicing and billing features tailored for trades and home services.
  • Rankings based on analysis of user reviews and expert ratings specific to invoicing solutions for home service professionals.
  • Selection criteria focus on key functionalities, pricing models, and customer support options relevant to trades and home service invoicing platforms.

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Score Breakdown

0.0 / 10

What This Award Means