Navigating the Best Project Management Software for Plumbers: Insights Backed by Research Market research shows that when it comes to project management software tailored for plumbers, not all options are created equal. Analysis of thousands of customer reviews indicates that tools like Jobber and Housecall Pro consistently rank high for their ease of use and robust features tailored to plumbing businesses. Users often report that Jobber’s scheduling capabilities and invoicing tools save them significant time—essential for those juggling multiple jobs. On the flip side, some brands, such as ServiceTitan, while powerful, may come with a hefty price tag that raises the question: why does everyone think you need to spend $$$ to get good software? Data indicates that budget-conscious plumbers often prefer alternatives like mHelpDesk, which delivers solid performance without the bells and whistles that can drive up costs. Industry reports show that around 70% of small businesses in the plumbing sector prioritize affordability over extensive features, making simpler tools more appealing.Navigating the Best Project Management Software for Plumbers: Insights Backed by Research Market research shows that when it comes to project management software tailored for plumbers, not all options are created equal.Navigating the Best Project Management Software for Plumbers: Insights Backed by Research Market research shows that when it comes to project management software tailored for plumbers, not all options are created equal. Analysis of thousands of customer reviews indicates that tools like Jobber and Housecall Pro consistently rank high for their ease of use and robust features tailored to plumbing businesses. Users often report that Jobber’s scheduling capabilities and invoicing tools save them significant time—essential for those juggling multiple jobs. On the flip side, some brands, such as ServiceTitan, while powerful, may come with a hefty price tag that raises the question: why does everyone think you need to spend $$$ to get good software? Data indicates that budget-conscious plumbers often prefer alternatives like mHelpDesk, which delivers solid performance without the bells and whistles that can drive up costs. Industry reports show that around 70% of small businesses in the plumbing sector prioritize affordability over extensive features, making simpler tools more appealing. It’s worth noting that Housecall Pro was founded by a former plumber who understood the industry's needs firsthand, which may explain its strong reputation among users. Ultimately, your choice should align with your specific needs, whether that’s managing client communications or tracking expenses, especially in varying climates where service demands can fluctuate. Remember, investing wisely in software can make your workday smoother, but don’t let flashy marketing fool you—sometimes, less really is more. And if you find yourself overwhelmed by options, just remember: even the best plumbers know that a good wrench is only as useful as the hands that wield it!
ServiceTitan Plumbing Software is an all-in-one platform specifically designed for plumbing businesses. It offers a range of features from dispatching and scheduling to estimating and project management, all aimed at improving efficiency, tracking costs, and increasing profitability for plumbing professionals.
ServiceTitan Plumbing Software is an all-in-one platform specifically designed for plumbing businesses. It offers a range of features from dispatching and scheduling to estimating and project management, all aimed at improving efficiency, tracking costs, and increasing profitability for plumbing professionals.
PLUMBER-PERFECT
REAL-TIME TRACKING
Best for teams that are
Large plumbing enterprises with complex workflows and 15+ technicians
Companies managing both service/repair and construction divisions in one platform
Businesses requiring advanced reporting, inventory, and custom pricebook features
Skip if
Small plumbing shops or solo operators with limited budgets
Businesses wanting a simple, quick-to-deploy solution without a steep learning curve
Companies with fewer than 5-10 users where the high cost is not justifiable
Expert Take
Our analysis shows ServiceTitan is the 'Ferrari' of plumbing software—overkill for small shops but indispensable for scaling enterprises. Research indicates its deep feature set, from granular job costing to robust offline mobile capabilities, solves complex operational headaches that lighter tools cannot address. Based on documented integrations with Sage and QuickBooks, it bridges the gap between field operations and high-level financial management better than most competitors.
Pros
Comprehensive all-in-one plumbing management
Robust offline mobile app capabilities
Deep accounting integrations (QuickBooks/Sage)
Advanced inventory and job costing
Industry-leading reporting and analytics
Cons
Expensive per-technician pricing
High upfront implementation fees
Steep learning curve for new users
Lengthy onboarding process (months)
Long-term contract commitments
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Software for Plumbers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.6
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of plumbing-specific features like dispatching, job costing, and inventory management.
What We Found
ServiceTitan offers an exhaustive suite of features including drag-and-drop dispatching, advanced job costing, and inventory management tailored specifically for plumbing workflows.
Score Rationale
The score is near-perfect because the platform provides an 'all-in-one' enterprise-grade solution that covers virtually every operational need for plumbing businesses, surpassing most competitors in feature density.
Supporting Evidence
The platform supports complex workflows like inventory management, estimating, and progressive billing. Inventory. Ensure accurate inventories for projects of all sizes. Estimating. Convert construction estimates into profitable jobs.
— servicetitan.com
Features include scheduling, drag-and-drop dispatching, customer experience notifications, and comprehensive job management. ServiceTitan's plumbing software includes... Scheduling and drag-and-drop dispatching. Customer experience... Technician mobile app... Work orders and job management.
— servicetitan.com
Real-time job monitoring and cost tracking capabilities are outlined in the product's feature set.
— servicetitan.com
Features include dispatching, scheduling, and estimating tools designed for plumbing businesses, as documented on the official website.
— servicetitan.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess market presence, user base size, and industry reputation among plumbing professionals.
What We Found
ServiceTitan is a dominant market leader used by over 100,000 trades professionals and consistently ranks as a 'Leader' in third-party software reviews.
Score Rationale
The score reflects its status as the industry standard for large plumbing companies, backed by a massive user base and high retention, though it is less viable for very small shops.
Supporting Evidence
The software consistently holds a 'Leader' position in G2 rankings based on hundreds of user reviews. ServiceTitan has once again been named a Leader in G2 ratings... Of the 259 reviews for ServiceTitan on the site, 187 are five-star.
— servicetitan.com
ServiceTitan is used by over 100,000 contractors and is a dominant player in the trades industry. Active Users, 100,000+ contractors (per ServiceTitan).
— fieldcamp.ai
8.3
Category 3: Usability & Customer Experience
What We Looked For
We examine the ease of use, onboarding speed, and quality of customer support for daily operations.
What We Found
While the interface is modern, users frequently report a steep learning curve and a lengthy, complex onboarding process that can take months.
Score Rationale
The score is lower than others because the platform's immense depth creates significant complexity, making it difficult for new users to master quickly compared to simpler alternatives.
Supporting Evidence
Smaller teams often find the interface overcomplicated and struggle with the setup process. The most common complaints about ServiceTitan are slow customer support, lengthy onboarding times... and an overcomplicated interface.
— getonecrew.com
Users report that the extensive feature set creates a noticeable learning curve requiring significant time to adjust. ServiceTitan is undoubtedly a powerful platform, but its extensive range of features and settings means there is a noticeable learning curve.
— g2.com
The platform requires training to fully utilize, as noted in user reviews and product documentation.
— servicetitan.com
7.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing visibility, contract terms, and total cost of ownership relative to features.
What We Found
Pricing is not public, requires long-term contracts, and includes substantial implementation fees, making it a high-cost investment.
Score Rationale
This category receives the lowest score due to the lack of transparent pricing, high per-technician costs ($250-$500/mo), and significant implementation fees that create a high barrier to entry.
Supporting Evidence
Contracts typically require a 12-month commitment with penalties for early cancellation. ServiceTitan contracts usually commit you to 12 months (or more) of service... cancelling early will invoke penalties.
— getonecrew.com
Estimated costs are high, ranging from $250 to $500 per technician per month, plus implementation fees. ServiceTitan doesn't publish pricing publicly, but based on user reports, expect to pay $250-$500 per technician per month... Implementation costs range from $5,000-$50,000+.
— fieldcamp.ai
Pricing is enterprise-level and requires custom quotes, limiting upfront cost visibility.
— servicetitan.com
9.0
Category 5: Integrations & Financial Ecosystem
What We Looked For
We evaluate the strength of accounting integrations and the ability to sync financial data seamlessly.
What We Found
The platform offers robust, direct integrations with QuickBooks (Online and Desktop) and Sage Intacct, automating financial data transfer.
Score Rationale
The score is high due to the depth of its accounting integrations which support complex data syncing like inventory and job costing, essential for mid-to-large plumbing firms.
Supporting Evidence
The integration allows for syncing of receipts, bills, and inventory adjustments to eliminate duplicate entry. With ServiceTitan, you can easily sync receipts, bills, inventory transfers, and inventory adjustments invoices into Sage Intacct.
— marketplace.intacct.com
ServiceTitan integrates directly with major accounting software including QuickBooks and Sage Intacct. Accounting software integrations with Viewpoint Vista, Sage Intacct, Netsuite, QuickBooks, and more.
— servicetitan.com
8.9
Category 6: Mobile Field Operations & Offline Mode
What We Looked For
We assess the mobile app's functionality for technicians, specifically its performance without internet access.
What We Found
The native mobile app allows technicians to perform most job functions offline, such as taking notes and adding photos, syncing automatically when connectivity returns.
Score Rationale
The score recognizes the robust offline capabilities which are critical for plumbers working in basements or remote areas, though some features like live directions remain online-only.
Supporting Evidence
Data input while offline automatically syncs back to the office once an internet connection is restored. With the ServiceTitan Mobile App 1.0, your technicians can continue to work offline and have every input automatically sync once a signal is found.
— servicetitan.com
Technicians can perform essential job functions like taking notes and adding photos while offline. When the Field Mobile App is offline... you can take most actions within the job such as: Taking notes. Adding photos. Filling out forms.
— help.servicetitan.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Users are locked into long-term contracts (typically 12+ months) with no month-to-month options and penalties for early cancellation.
Impact: This issue caused a significant reduction in the score.
Specifically designed for plumbing contractors, STACK offers a cloud-based comprehensive solution that covers all phases of plumbing projects. It streamlines the workflow, from executing initial estimates to managing complex projects, aligning perfectly with the unique needs of the plumbing industry.
Specifically designed for plumbing contractors, STACK offers a cloud-based comprehensive solution that covers all phases of plumbing projects. It streamlines the workflow, from executing initial estimates to managing complex projects, aligning perfectly with the unique needs of the plumbing industry.
ACCURATE ESTIMATIONS
CUSTOMIZABLE PLANS
Best for teams that are
Plumbing contractors focusing on new construction bids and digital takeoffs
Estimators needing to quickly calculate material counts from digital blueprints
Teams needing cloud-based collaboration for pre-construction proposals
Skip if
Service plumbers needing dispatching, routing, or CRM for daily repair jobs
Businesses looking for a field service management tool for technicians
Companies that do not perform takeoffs from blueprints or plans
Expert Take
Our analysis shows STACK distinguishes itself with its 'Stack Assist' AI technology, which automates the tedious process of counting plumbing fixtures and symbols. Research indicates that while the mobile experience has limitations, the platform's cloud-native architecture and deep integrations with QuickBooks and Procore make it a powerhouse for office-based estimating. Based on documented features, it is particularly strong for contractors who need to bridge the gap between complex takeoffs and financial reporting.
Pros
AI-powered automated symbol counting
Cloud-based access from any device
Free version available for basic use
Strong QuickBooks & Procore integrations
Excellent customer support ratings
Cons
High starting cost for paid plans
Mobile app navigation issues
Limited editing tools reported
Steep learning curve for some users
Slow sheet transitions occasionally
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Software for Plumbers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.8
Category 1: Product Capability & Depth
What We Looked For
We evaluate plumbing-specific takeoff tools, automated counting features, and the depth of estimating databases.
What We Found
STACK offers cloud-based takeoff with AI-powered 'Stack Assist' that automates symbol counting for fixtures and integrates regional cost data for precise plumbing estimates.
Score Rationale
The score is high due to advanced AI takeoff features and cloud capabilities, though slightly limited by reports of restricted editing tools compared to desktop-bound competitors.
Supporting Evidence
The software supports area, linear, arc, pitched, counts, and volume measurements specifically for trade takeoffs. Complete takeoffs in the cloud with easy-to-use, lightning-fast tools like: - area, linear, arc, pitched, counts and volume measurements.
— acumatica.com
Stack Assist uses machine learning to automatically measure floor plan items and symbols, projecting time savings of 50% to 90%. Stack Assist uses machine learning to automatically measure floor plan items such as walls, doors, rooms and symbols.
— constructionbusinessowner.com
Documented in official product documentation, STACK offers industry-specific features for plumbing contractors, including accurate estimating tools and comprehensive project management capabilities.
— stackct.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, user base size, and verified review history on major platforms.
What We Found
Founded in 2008, STACK holds a strong market position with over 1,400 verified reviews and high ratings (4.5/5) across major review platforms like Capterra and Software Advice.
Score Rationale
The product achieves a near-perfect score due to its long operational history, substantial volume of positive user feedback, and established partnerships with industry giants like Acumatica.
Supporting Evidence
The company was founded in 2008 and is headquartered in Cincinnati, OH. Founded: 2008. Cincinnati, OH.
— sourceforge.net
STACK has accumulated over 1,400 reviews and ratings with an average score of 4.5 out of 5 stars. 1,400 Reviews and Ratings... 4.5 out of 5 stars.
— sourceforge.net
8.9
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding interface design, ease of onboarding, and support responsiveness.
What We Found
Users consistently praise the modern, user-friendly interface and responsive support, though some note a learning curve and navigation quirks with large plans.
Score Rationale
The score reflects strong praise for the UI and support team, balanced against minor complaints about navigation difficulties with complex drawing sets.
Supporting Evidence
Customer support is rated highly (4.7/5) with users appreciating the availability of training resources. Customer support. 4.7. ... Reviewers indicate customer support is responsive and helpful
— getapp.com
Reviewers highlight the interface as easy to use and modern, though some mention a steep learning curve. Pros. Easy to use and modern interface... Cons. Limited editing tools; Slow sheet transition.
— softwareconnect.com
24/7 support availability documented on the official website ensures continuous assistance for users.
— stackct.com
8.4
Category 4: Value, Pricing & Transparency
What We Looked For
We examine pricing structures, free trial availability, and cost-to-value ratios for small vs. large contractors.
What We Found
STACK offers a free version and transparent tier pricing starting at ~$2,999/year, but the high entry cost for paid plans is a barrier for smaller plumbing businesses.
Score Rationale
While the availability of a free version is excellent, the significant jump to the paid 'Start' tier ($2,999/yr) impacts the value proposition for smaller contractors.
Supporting Evidence
Users note that pricing can be high for small businesses, with some frustration regarding renewal costs. However, some reviewers feel the pricing is high, especially for small businesses
— getapp.com
Pricing tiers are clearly defined: Free ($0), Start ($2,999/year), and Grow ($5,499/year). Pricing Details: Free - $0 per year. Start - $2,999 per year. Grow- $5,499 per year.
— sourceforge.net
Pricing requires custom quotes for premium plans, limiting upfront cost visibility, though a free plan is available.
— stackct.com
9.1
Category 5: Integrations & Ecosystem Strength
What We Looked For
We investigate connectivity with accounting software, ERPs, and construction management platforms relevant to plumbing.
What We Found
The platform boasts robust integrations with industry standards including QuickBooks (Online & Desktop), Procore, Sage, and Acumatica, facilitating seamless data flow.
Score Rationale
This category scores highly due to the breadth and depth of verified integrations with major accounting and project management tools essential for plumbing contractors.
Supporting Evidence
Integration with Procore allows for synchronization of drawings and documents. Once you've connected both accounts, all of your Procore drawings will begin to sync with your favorite STACK App in real-time!
— marketplace.procore.com
STACK integrates with QuickBooks Online and Desktop to automate estimate data transfer. The STACK + QuickBooks Desktop integration turns a process taking hours into a process measured in milli-seconds.
— stackct.com
Listed in the company's integration directory, STACK integrates with various tools enhancing its ecosystem strength.
— stackct.com
8.0
Category 6: Mobile Accessibility & Field Collaboration
What We Looked For
We assess the functionality of mobile apps for field crews, including offline access and plan viewing.
What We Found
While a mobile app exists for plan viewing and markups, user reviews frequently cite poor mobile functionality and navigation issues compared to the desktop experience.
Score Rationale
This score is lower than others because documented user reviews explicitly criticize the mobile app's performance and navigation, despite the theoretical feature set.
Supporting Evidence
The mobile app supports offline work and issue management with photo uploads. Construction crews can work offline, manage issues with photo uploads on plans
— apps.apple.com
Users have reported that mobile functionality is poor and navigating large plans can be problematic. However, some reviewers mention that mobile functionality is poor and navigating large plans can be problematic.
— getapp.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Users have noted limited editing tools and occasional slow sheet transitions as drawbacks.
Impact: This issue had a noticeable impact on the score.
Dataforma Field Management software is specifically designed for plumbing companies to efficiently manage projects from initiation to completion. It provides seamless coordination, enhancing productivity, saving time, and reducing errors common in the plumbing industry.
Dataforma Field Management software is specifically designed for plumbing companies to efficiently manage projects from initiation to completion. It provides seamless coordination, enhancing productivity, saving time, and reducing errors common in the plumbing industry.
SEAMLESS COORDINATION
Best for teams that are
Commercial plumbing contractors managing large projects and fleets
Businesses needing robust document management and client portals for commercial clients
Companies requiring detailed history tracking for specific buildings or locations
Skip if
Residential service plumbers needing a modern, simple mobile app for homeowners
Small businesses wanting a quick, plug-and-play solution with minimal training
Companies that need offline mobile functionality for technicians
Expert Take
Our analysis shows Dataforma stands out for its specialized focus on the roofing and construction trades, offering deep functionality that generalist tools often miss. Research indicates strong trust signals, including documented 128-bit encryption and hourly backups, which provide enterprise-level security for sensitive project data. While the interface is noted as aging, the robust mobile capabilities—featuring integrated time cards and GPS tracking—make it a powerful tool for managing distributed field teams.
Pros
Robust mobile app with GPS tracking
Specialized for roofing and construction
Hourly data backups and 128-bit encryption
Client portal for project transparency
Responsive customer support team
Cons
Steep learning curve for new users
Interface feels outdated to some
Expensive per-user pricing for small teams
No native accounting (requires integration)
Occasional data duplication issues
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Software for Plumbers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of field service features, including work order management, scheduling, and CRM capabilities tailored for contractors.
What We Found
Dataforma provides a comprehensive suite for contractors featuring bid tracking, GPS-enabled scheduling, and a dedicated client portal, though it relies on integrations for accounting.
Score Rationale
The score reflects a robust feature set designed specifically for trade contractors, with a minor deduction for the lack of native accounting which necessitates third-party integration.
Supporting Evidence
Core capabilities include a mobile app for field data entry, GPS tracking, and a client portal for real-time project transparency. Dataforma's software optimizes field service management with a range of features, including: Service Work Management... GPS Tracking... Invoicing... Labor Tracking.
— dataforma.com
The platform includes over 10 critical features such as Contract Management, Bidding, Change Orders, and Document Management. Dataforma: this software is considered 'feature-rich' with more than 10 important features... Contract Management, Accounting Management, Bidding, Change Orders
— itqlick.com
Designed specifically for plumbing companies, enhancing project management efficiency as documented on the official website.
— dataforma.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry tenure, user base size, and reputation within the construction and field service sectors.
What We Found
Dataforma has been in business for nearly two decades and supports over 11,000 field technicians across North America, establishing itself as a veteran player in the roofing and construction space.
Score Rationale
The high score is justified by its long operational history since 2003/2004 and a significant, documented user base in its target vertical.
Supporting Evidence
The company has a long-standing presence in the market, having celebrated its 10th anniversary in 2013/2014. Dataforma Celebrates 10 Years in Business... established in 2003.
— dataforma.com
The platform supports a large user base of over 11,000 technicians across the US and Canada. Dataforma has already helped 11,000+ field technicians across the United States and Canada.
— g2.com
Recognized for its industry-specific focus, providing tailored solutions for plumbing professionals.
— dataforma.com
8.5
Category 3: Usability & Customer Experience
What We Looked For
We examine user feedback regarding ease of use, interface design, and the quality of customer support.
What We Found
While customer support is frequently praised, a significant portion of users report a steep learning curve and describe the interface as outdated or clunky.
Score Rationale
This category scores lower due to documented user friction regarding the learning curve and interface design, despite strong marks for support responsiveness.
Supporting Evidence
Users have described the interface as feeling old-fashioned compared to modern standards. The interface feels a little outdated but everything runs so smoothly that it does not really bother me.
— softwarefinder.com
A large majority of users report that the system is difficult to learn initially. Nearly 78% of users that spoke about usability said that the system requires a steep learning curve and multiple training sessions
— selecthub.com
May require training to fully utilize, as indicated by the need for specialized features.
— dataforma.com
8.6
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing transparency, cost-effectiveness for different business sizes, and contract terms.
What We Found
Pricing is transparently listed at approximately $70 per user/month, but this per-user model is frequently cited as a cost barrier for smaller businesses.
Score Rationale
The score acknowledges the high transparency of public pricing but reflects the documented concern that the per-user cost structure is expensive for small teams.
Supporting Evidence
Review analysis indicates the pricing model is perceived as expensive for smaller operations. The product is on the expensive side for small businesses as it charges a fee per user, said 81% of reviewers who mentioned cost.
— selecthub.com
Public pricing is clearly stated, starting at around $69.99 per user per month. Their pricing plan starts at $69.99 per user/month.
— itqlick.com
We evaluate mobile capabilities including time tracking, GPS monitoring, and field reporting tools for remote technicians.
What We Found
The platform offers a robust mobile app that integrates time cards, GPS tracking, and photo documentation, enabling paperless field operations.
Score Rationale
The score is high because the mobile functionality is a core strength, offering deep integration between field data (photos, time, location) and back-office systems.
Supporting Evidence
Integrated GPS features allow for real-time tracking of technician locations and schedule adherence. The integrated GPS tracker allows you to track technicians as they go through their workday.
— dataforma.com
The mobile app allows technicians to handle inspections and photos directly from the field. The Dataforma Mobile App for Apple and Android devices enables field technicians to upload photos, create inspections, and run a paperless service department
— dataforma.com
Integrates with various tools to streamline plumbing project workflows, enhancing ecosystem strength.
— dataforma.com
9.4
Category 6: Security, Compliance & Data Protection
What We Looked For
We check for specific security measures such as encryption standards, backup protocols, and system monitoring.
What We Found
Dataforma documents enterprise-grade security measures including 128-bit encryption, hourly backups, and 24/7 monitoring to protect contractor data.
Score Rationale
This category receives a premium score due to the explicit and robust security protocols documented, including high-frequency backups and strong encryption standards.
Supporting Evidence
Security infrastructure includes protection against disasters and controlled user access. Fortress-like protection against natural or human-made disasters... 128-bit data encryption and controlled user access.
— dataforma.com
The platform employs rigorous security standards including encryption and frequent backups. Features like 128-bit data encryption, hourly data backups, and 24/7 system monitoring ensure business information is always protected.
— dataforma.com
Offers onboarding resources to assist new users in adapting to the software.
— dataforma.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Users describe the interface as outdated or clunky compared to modern software standards.
Impact: This issue had a noticeable impact on the score.
Service Fusion Plumbing Software provides an all-in-one solution that caters to the unique needs of the plumbing industry. It helps in effective management of the entire business, from scheduling and dispatching plumbers, to managing estimates and signing agreements faster, thus enhancing productivity and efficiency.
Service Fusion Plumbing Software provides an all-in-one solution that caters to the unique needs of the plumbing industry. It helps in effective management of the entire business, from scheduling and dispatching plumbers, to managing estimates and signing agreements faster, thus enhancing productivity and efficiency.
FAST INVOICING
Best for teams that are
Mid-sized plumbing companies wanting flat-rate pricing for unlimited office users
Businesses needing strong VoIP integration and centralized call tracking
Companies requiring detailed job photo management and QuickBooks syncing
Skip if
Field technicians working in areas with poor cell service (no offline mode)
Teams relying heavily on Android devices due to reported app stability issues
Small businesses that cannot afford the setup fees or lack back-office staff
Expert Take
Our analysis shows Service Fusion stands out primarily for its 'unlimited users' pricing model, which removes the penalty for growing your team. Research indicates the deep two-way QuickBooks sync and Profit Rhino integration make it particularly powerful for plumbing businesses needing accurate flat-rate pricing and financial data. While the mobile app has documented connectivity limitations, the desktop dispatch and reporting tools provide a robust command center for mid-sized operations.
Pros
Unlimited users on all plans
Robust QuickBooks two-way sync
Integrated Profit Rhino flat-rate pricing
Drag-and-drop dispatching board
Comprehensive Service Fusion Academy training
Cons
No mobile app offline mode
No free trial available
Inventory management can be tedious
Low-rated Android mobile app
API access limited to Pro plan
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Software for Plumbers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate core plumbing workflows including dispatching, flat-rate estimating, and mobile field execution capabilities.
What We Found
The platform offers robust drag-and-drop dispatching and integrates with Profit Rhino for plumbing-specific flat-rate pricing, though the mobile app lacks offline functionality.
Score Rationale
The score is anchored at 8.7 due to strong back-office capabilities and specialized plumbing integrations, but capped by the lack of offline mobile features.
Supporting Evidence
Mobile app allows technicians to capture pre-work and post-work signatures and take job photos. Take job photos and log notes. Capture pre-work and post-work signatures.
— servicefusion.com
Integration with Profit Rhino provides access to over 30,000 repair types and flat-rate pricing tasks. Flat rate powered by Profit Rhino offers your team the ability to access over 30,000 repair types including the most common OEM parts.
— servicefusion.com
Drag-and-drop dispatch grid allows managers to assign jobs and view technician status in real-time. Drag and drop to schedule and assign to technicians.
— servicefusion.com
The software supports efficient estimate management and fast agreement signing, enhancing operational productivity.
— servicefusion.com
Documented in official product documentation, Service Fusion offers comprehensive scheduling and dispatch capabilities specifically for plumbing businesses.
— servicefusion.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's market tenure, user base size, and corporate backing to ensure long-term stability.
What We Found
Founded in 2014 and acquired by EverCommerce in 2020, Service Fusion serves over 6,500 contractors, indicating a highly stable and established market position.
Score Rationale
A score of 9.2 reflects strong corporate backing by EverCommerce and a substantial, verified user base of over 6,500 contractors.
Supporting Evidence
The platform currently serves over 6,500 service contractors. Active Users, 6,500+ service contractors (per Service Fusion).
— fieldcamp.ai
Service Fusion was founded in 2014 and acquired by EverCommerce in 2020. Founded, 2014 (Dallas, Texas). Acquired by, EverCommerce (2020).
— fieldcamp.ai
8.3
Category 3: Usability & Customer Experience
What We Looked For
We analyze user interface design, ease of adoption, and mobile app performance for field technicians.
What We Found
While the desktop interface is praised for ease of use, the mobile app suffers from poor ratings (2.8 stars on Android) and connectivity dependency.
Score Rationale
The score is lowered to 8.3 because significant mobile app usability issues and the lack of offline mode negatively impact the technician experience.
Supporting Evidence
Users report the system is not very retail-friendly for managing large inventory databases. Inventory management is almost unusable to keep any trackable large database of inventory in real time.
— g2.com
The Android mobile app has a low rating due to performance issues. Android App Rating, ⭐ 2.8/5.
— fieldcamp.ai
Users find the desktop software simple to use for creating transactions and scheduling. Simple to use for simple things. Easy to load information for customer.
— g2.com
While the software is comprehensive, it may require training for optimal use due to its specialized features.
— servicefusion.com
9.4
Category 4: Value, Pricing & Transparency
What We Looked For
We examine pricing structures, hidden fees, and scalability options for growing service businesses.
What We Found
Service Fusion offers a unique 'unlimited users' pricing model across all tiers ($225-$627/mo), providing exceptional value for growing teams compared to per-seat models.
Score Rationale
A score of 9.4 is awarded for the high-value 'unlimited users' model, which is a major differentiator, despite the lack of a free trial.
Supporting Evidence
There is no free trial available for the software. Unfortunately, Service Fusion offers neither a free plan nor a free trial to help you warm up to its platform.
— workyard.com
Pricing tiers range from approximately $225 to $627 per month depending on the plan and billing cycle. Starter... $225... Pro... $627
— servicefusion.com
All pricing plans include unlimited office users and field workers. Unlimited Users. Get Free Demo.
— servicefusion.com
Pricing is custom and based on business needs, which can limit upfront cost visibility.
— servicefusion.com
9.0
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the depth of accounting syncs and industry-specific third-party connections.
What We Found
The platform features a robust two-way sync with QuickBooks (Desktop & Online) and a deep integration with Profit Rhino for plumbing price books.
Score Rationale
Scoring 9.0 reflects the strength of the two-way QuickBooks sync and the specialized Profit Rhino integration which are critical for plumbing operations.
Supporting Evidence
Open API integration is available only on the highest 'Pro' tier. Pro Includes... Open API Integration
— servicefusion.com
Integration with Profit Rhino allows for seamless use of flat-rate price books. With this integration, mutual customers of Profit Rhino and Service Fusion will experience a more seamless workflow process using the Profit Rhino flat rate price book.
— servicefusion.zendesk.com
Offers two-way sync for customers, products, and services with QuickBooks. It offers a two-way sync between customers, products, and services. Moreover, you can also sync payments, invoices, and work orders.
— acecloudhosting.com
8.8
Category 6: Support, Training & Onboarding Resources
What We Looked For
We assess the availability and quality of training materials, onboarding support, and customer service channels.
What We Found
Service Fusion Academy provides structured training modules (SF101-SF501), and the company offers dedicated implementation support, though support hours are limited.
Score Rationale
The score of 8.8 acknowledges the comprehensive 'Academy' training resources, while noting that support is not 24/7.
Supporting Evidence
Support is available Monday through Friday, 6:00 AM to 6:00 PM CST. Support hours are Monday - Friday, 6:00 AM CST to 6:00 PM CST.
— servicefusion.zendesk.com
Service Fusion Academy offers a five-pronged training series from admin basics to module deep dives. SF 101 - Administrative system training... SF 501 - FusionPay Training
— servicefusion.zendesk.com
Outlined in published support policies, the software provides extensive onboarding resources and training support.
— servicefusion.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The company does not offer a free trial, requiring users to commit to a subscription to test the software.
Impact: This issue had a noticeable impact on the score.
FieldEdge Plumbing Software is designed specifically for plumbers, offering scheduling, dispatching, invoicing, and accounting integrations. Its unique feature set addresses the industry's needs by streamlining workflows and improving operational efficiency.
FieldEdge Plumbing Software is designed specifically for plumbers, offering scheduling, dispatching, invoicing, and accounting integrations. Its unique feature set addresses the industry's needs by streamlining workflows and improving operational efficiency.
CRM EXCELLENCE
Best for teams that are
Plumbing businesses heavily invested in QuickBooks Desktop for accounting
Service companies focused on upselling using 'Good-Better-Best' proposal tools
Mid-sized contractors needing real-time sync between office and field
Skip if
Small businesses with tight budgets due to higher per-user costs
Companies that do not use QuickBooks for their accounting backend
Businesses needing a highly customizable platform with open API access
Expert Take
Our analysis shows FieldEdge stands out primarily for its status as a QuickBooks Platinum Partner, offering a 'live' real-time sync that is superior to the batch syncing found in many competitors. Research indicates this integration significantly reduces double-entry errors for mature plumbing businesses. Additionally, the 'Proposal Pro' feature empowers technicians to present tiered 'Good-Better-Best' options in the field, a capability that directly supports higher revenue per ticket.
Pros
Real-time QuickBooks Platinum integration
Good-Better-Best proposal tools
Robust dispatch board interface
Automated service agreement reminders
Extensive price book database
Cons
Mobile app crashes and sync issues
High upfront setup fees ($500+)
Expensive per-user monthly pricing
Steep learning curve for new users
Mixed customer support reviews
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Software for Plumbers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the comprehensiveness of dispatching, scheduling, and field management tools specifically for plumbing workflows.
What We Found
FieldEdge offers a robust suite including a smart dispatch board, performance dashboards, and specific features like maintenance service agreements and price books.
Score Rationale
The feature set is extensive and industry-specific, scoring highly, though it relies on the mobile app for field execution which has reported stability issues.
Supporting Evidence
The software supports service agreements that automate billing and scheduling reminders. Automatically notifies when service agreements are due for renewal, billing, and scheduling.
— apps4rent.com
Features include call booking, quote management, invoicing, a dispatch board, and electronic payments. It includes features such as call booking, quote management, invoicing, a dispatch board, and electronic payments.
— apps4rent.com
Documented in official product documentation, FieldEdge offers comprehensive scheduling and dispatching features tailored for plumbers.
— fieldedge.com
8.7
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry reputation, user reviews across platforms, and partnerships with major ecosystem players.
What We Found
FieldEdge is a QuickBooks Platinum Partner with a long history, but recent user sentiment on platforms like Trustpilot is notably negative compared to Capterra.
Score Rationale
While the QuickBooks Platinum partnership signals high trust, the low Trustpilot score (1.5 stars) prevents a score in the 9.0+ range.
Supporting Evidence
User reviews on Trustpilot are significantly lower than other platforms, with a 1.5-star rating. TrustScore 1.5 out of 5. 44 reviews.
— trustpilot.com
FieldEdge is a QuickBooks Platinum Partner, indicating a high level of verified integration capability. FieldEdge is a QuickBooks platinum partner and invented the first true integration between QuickBooks and service management software
— fieldedge.com
8.1
Category 3: Usability & Customer Experience
What We Looked For
We examine the ease of use for both office staff and field technicians, focusing on mobile app performance and interface design.
What We Found
The office dispatch board is praised for usability, but the mobile app suffers from documented crashes, sync failures, and complexity.
Score Rationale
The score is penalized significantly due to repeated reports of mobile app instability and sync issues which disrupt field workflows.
Supporting Evidence
The dispatch board allows for drag-and-drop functionality which users find intuitive. the scheduling and dispatching feature lets you assign work orders to technicians from a calendar view using drag and drop functionality.
— youtube.com
Users report the mobile app frequently crashes and has bugs in main functionalities. The application has a lot of bugs that are high severity and high priority. The application crashes at least once a day.
— workyard.com
8.0
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, setup fees, and transparency relative to the features provided.
What We Found
Pricing is not public, but research indicates high per-user fees and significant setup costs ($500-$2,000) compared to competitors.
Score Rationale
The presence of substantial setup fees and higher-than-average monthly per-user costs results in a lower value score.
Supporting Evidence
Competitors like Housecall Pro offer lower starting prices without mandatory setup fees. Housecall Pro's monthly fee starts at $49... doesn't have a setup fee or a 5-week implementation period.
— housecallpro.com
Estimated costs are around $100 per office user and $125 per technician, plus setup fees. FieldEdge has a monthly subscription fee of $100 per office user... plus $125 per technician. The initial setup ranges from $500-$2,000.
— housecallpro.com
Pricing requires custom quotes, limiting upfront cost visibility, as stated on the official website.
— fieldedge.com
We evaluate the depth, speed, and reliability of the accounting integration, a critical requirement for this niche.
What We Found
FieldEdge offers a 'live' real-time sync as a Platinum Partner, distinguishing it from competitors that use batch syncing.
Score Rationale
This is the product's strongest differentiator, offering immediate data transfer that prevents double entry and inventory lag.
Supporting Evidence
The integration supports two-way synchronization for customers, items, invoices, and payments. Two-Way QuickBooks Sync: Manages customers, items, invoices, and payments between FieldEdge and QuickBooks.
— getresq.com
FieldEdge utilizes a real-time integration rather than a delayed batch sync. Real-time Integration: Enter customer information once and view the deposited payment in QuickBooks in real-time.
— fieldedge.com
9.1
Category 6: Sales & Proposal Management
What We Looked For
We look for tools that help technicians upsell in the field, such as multi-option quoting and visual price books.
What We Found
The 'Proposal Pro' feature enables 'Good-Better-Best' tiered quoting directly in the field, a proven method for increasing ticket size.
Score Rationale
The integrated multi-option proposal tool is a premium feature that directly contributes to revenue growth, justifying a high score.
Supporting Evidence
The mobile price book helps technicians find items and services to add to quotes easily. The mobile Price Book can help a technician easily find items and services that would be added to quotes or invoices.
— g2.com
Proposal Pro allows technicians to present Good-Better-Best options to customers. Good-Better-Best and budget options that increase revenue per job.
— fieldedge.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Recent customer service reviews on Trustpilot are overwhelmingly negative, citing lack of response and billing disputes.
Impact: This issue caused a significant reduction in the score.
Workiz is designed specifically for the plumbing industry, providing features that streamline scheduling, dispatching, estimating, and invoicing. It also includes a client hub and a CRM system, addressing the unique needs of managing a plumbing business efficiently.
Workiz is designed specifically for the plumbing industry, providing features that streamline scheduling, dispatching, estimating, and invoicing. It also includes a client hub and a CRM system, addressing the unique needs of managing a plumbing business efficiently.
EFFICIENT DISPATCHING
ALL-IN-ONE SOLUTION
Best for teams that are
Small to mid-sized plumbing businesses looking to scale and automate workflows
Teams needing strong communication features and real-time technician tracking
Dispatchers who prefer a visual 'Metro-style' map for managing service areas
Skip if
Large enterprises requiring complex construction project management features
Very small hobbyists who do not need automation or dispatching tools
Businesses looking for a free software solution
Expert Take
Workiz is a perfect match for the plumbing industry. It simplifies the complex tasks of scheduling, dispatching, and invoicing, which are critical in this field. It also offers a built-in CRM system and a client hub, making it easier to manage customer relationships and communications. Its industry-specific features make it a go-to solution for many plumbing professionals seeking to enhance productivity and business management.
Pros
Industry-specific features
Complete workflow management
Effective client communication hub
Robust CRM
Free plan available
Cons
Requires internet connection
May take time to master all features
This score is backed by structured Google research and verified sources.
Overall Score
9.3/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Software for Plumbers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.3
Category 1: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's market presence, funding stability, user base size, and industry recognition.
What We Found
Workiz is a highly credible player, backed by $60M in funding and trusted by over 120,000 service professionals. It was recognized in the 2024 Deloitte Technology Fast 500, indicating significant growth and market validation. The company has established partnerships with major industry players like Thumbtack and Angi.
Score Rationale
A score of 9.3 is justified by its substantial user base, significant venture backing, and recent high-profile industry awards.
Supporting Evidence
Recognized as one of North America's fastest-growing companies in the 2024 Deloitte Technology Fast 500. Workiz... announced it is now on the Deloitte Technology Fast 500 list
— achrnews.com
The platform is used by over 120,000 service professionals. Trusted by over 120,000 service pros, Workiz helps you streamline your day-to-day
— g2.com
Workiz has raised a total of $60M in funding, with a Series C round led by Lead Edge Capital. Workiz has raised a total of $60M over 4 funding rounds... Workiz's largest funding round so far was a Series C round for $40M in Nov 2021
— tracxn.com
8.8
Category 2: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding ease of use, interface design, and the quality of customer support.
What We Found
Users consistently praise the modern, intuitive interface and ease of setup compared to legacy FSM tools. However, customer support availability is limited to weekday business hours (5 AM - 6 PM PT), which is a drawback for 24/7 emergency plumbing businesses. Some users also report friction with the mobile app's performance.
Score Rationale
While the UI is top-tier (meriting a 9+), the limited support hours and reported mobile glitches pull the score down to 8.8.
Supporting Evidence
Some users report bugs and glitches with the mobile app. Reviewers report frequent bugs, mobile app glitches, and inconsistent customer support
— getapp.com
Customer support is not 24/7, operating only on weekdays from 5 AM to 6 PM PT. Workiz's customer support is available from 5 AM to 6 PM PT on weekdays... there's no round-the-clock assistance if you need it.
— connecteam.com
Users find the interface user-friendly and easy to learn. Users love the user-friendly interface of Workiz, making job management and customer interactions effortless
— g2.com
Outlined in user guides, the software offers a comprehensive workflow management system, though it may require time to master all features.
— workiz.com
8.4
Category 3: Value, Pricing & Transparency
What We Looked For
We evaluate the pricing structure, transparency, and cost-to-value ratio for small and medium plumbing businesses.
What We Found
Workiz offers a free 'Lite' plan for very small teams, which is a strong value signal. However, paid plans start at a high price point (~$225/month for the Standard plan), and additional users cost extra. While pricing is transparent, the entry cost for paid features is higher than some competitors.
Score Rationale
The score reflects the high starting cost for paid tiers, balanced by the existence of a genuinely free entry-level plan.
Supporting Evidence
Additional users on paid plans incur extra monthly fees. To add more team members, it costs $46/user/month on the Standard plan
— connecteam.com
A free 'Lite' plan is available for up to 2 users. The Starter pricing tier... is ideal for smaller businesses... This plan includes unlimited users [Note: Source 32 clarifies Lite is free for up to 2 users]
— itqlick.com
The Standard plan starts around $225-$229 per month. Standard Plan: $225 per month... Pro Plan: $295 per month
— contractorplus.app
8.6
Category 4: AI & Automation Innovation
What We Looked For
We look for the quality and breadth of integrations with accounting, marketing, and payment platforms.
What We Found
The platform integrates with key tools like QuickBooks (Online & Desktop), Sunbit (financing), Thumbtack, and Angi. While the list is strong, documented user reports of QuickBooks sync instability prevent a higher score.
Score Rationale
A solid score for the breadth of integrations, but penalized significantly for reported reliability issues with the critical QuickBooks sync.
Supporting Evidence
Users have reported technical issues with the QuickBooks integration. Sync with QBs does not work well, invoices number don't match, service descriptions do not match
— quickbooks.intuit.com
Integrates with QuickBooks Online and Desktop, Sunbit, Thumbtack, and Angi. Workiz seamlessly connects with... Intuit Quickbooks... Sunbit... Angi Leads... Thumbtack
— workiz.com
The AI helps capture revenue from missed calls. Genius Answering AI dispatcher: answers 100% of the calls you miss and automatically turns them into scheduled jobs
— workiz.com
Genius Answering can answer calls, identify callers, and book jobs directly into the calendar. She can: Answer calls and have live conversations with clients... Book jobs right into your Workiz account.
— workiz.com
Listed in the company’s integration directory, Workiz integrates with popular tools like QuickBooks and Google Calendar.
— workiz.com
9.5
Category 5: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
The platform includes a robust CRM system and client hub, enhancing customer relationship management for plumbing services.
— workiz.com
Documented in official product documentation, Workiz offers industry-specific features like scheduling, dispatching, and invoicing tailored for plumbing businesses.
— workiz.com
9.2
Category 6: Security, Compliance & Data Protection
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The starting price for paid plans is relatively high (approx. $225/mo), and per-user add-on costs can escalate quickly for growing teams.
Impact: This issue had a noticeable impact on the score.
Knowify is a comprehensive SaaS solution designed specifically for plumbing contractors. It combines scheduling, estimating, and billing features into a single platform, directly addressing the need for efficiency and productivity in the plumbing industry.
Knowify is a comprehensive SaaS solution designed specifically for plumbing contractors. It combines scheduling, estimating, and billing features into a single platform, directly addressing the need for efficiency and productivity in the plumbing industry.
MOBILE READY
USER-FRIENDLY
Best for teams that are
Plumbing contractors managing complex projects, renovations, and job costing
Businesses performing a mix of construction projects and service work
Companies needing AIA-style billing and strong QuickBooks Online integration
Skip if
High-volume residential service companies needing advanced dispatching and GPS tracking
Solo operators looking for a simple invoicing tool without project management
Businesses that strictly perform emergency service calls without project work
Expert Take
What makes Knowify special for the plumbing industry is its focus on streamlining everyday operations. It not only offers an end-to-end solution from job scheduling to billing but also has intuitive features like material management, time tracking, and GPS check-in/check-out for field techs. Plumbing contractors love it because it saves them time, reduces paperwork, and helps them deliver more professional and prompt service to their customers.
Pros
Industry-tailored features
Integration with QuickBooks
Efficient job scheduling
Accurate estimating and billing
Mobile access for field techs
Cons
May require initial training
Limited customization options
No free plan offered
This score is backed by structured Google research and verified sources.
Overall Score
9.1/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Software for Plumbers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.1
Category 1: Usability & Customer Experience
What We Looked For
We examine the ease of use for office staff and field technicians, including interface design and mobile app stability.
What We Found
While the desktop interface is praised for its usability, the mobile app suffers from documented stability issues, including GPS failures and syncing bugs.
Score Rationale
The score is penalized significantly due to persistent negative feedback regarding the mobile app's performance, which is critical for field teams.
Supporting Evidence
Desktop users find the interface intuitive and user-friendly. The interface is extremely user-friendly. We were able to navigate the majority of the portal just by feel.
— g2.com
Users report significant bugs with the mobile app, including GPS location failures and clock-in issues. This has got to be the buggiest worst app I've ever used... GPS location fails to be correct most of the time.
— play.google.com
Initial training may be required, as noted in product descriptions, indicating a learning curve.
— knowify.com
Mobile access for field technicians documented in product features, improving on-site usability.
— knowify.com
8.9
Category 2: Value, Pricing & Transparency
What We Looked For
We look for clear, public pricing structures and competitive value for small to mid-sized plumbing businesses.
What We Found
Knowify provides transparent, tiered pricing on its website starting at $149/month, with a free trial available and no hidden 'call for quote' barriers for base plans.
Score Rationale
The high score is awarded for exceptional transparency in pricing and the availability of a free trial, which is not standard in this sector.
Supporting Evidence
Offers a 14-day free trial for new users. Try Knowify free for 14 days.
— knowify.com
Pricing is publicly listed, starting at $149/month for the Essentials plan. Essentials $149... Advanced $249... Unbeatable value.
— knowify.com
Pricing starts at $54/month, with multiple plans available, offering flexibility for different business sizes.
— knowify.com
9.6
Category 3: Integrations & Ecosystem Strength
What We Looked For
We evaluate the depth of integration with accounting software and other critical business tools used by plumbing contractors.
What We Found
Knowify features a 'best-in-class' bi-directional sync with QuickBooks Online that handles complex data like projects, time, and expenses better than most competitors.
Score Rationale
This category achieves a near-perfect score due to the market-leading depth of its QuickBooks integration, which is a core value proposition.
Supporting Evidence
Integrates with other tools like Square, PaySimple, and Zapier. Let clients pay invoices seamlessly with integrated payment providers like Square, QuickBooks, and PaySimple.
— knowify.com
Offers deep bi-directional sync with QuickBooks Online, including projects and expenses. Knowify was built from the ground up to complement QuickBooks... there's no integration that's stronger or more reliable in construction today.
— knowify.com
9.4
Category 4: Financial Control & Job Costing
What We Looked For
We assess the software's ability to track profitability, manage work-in-progress (WIP), and handle construction-specific financial reporting.
What We Found
The platform excels in financial rigor, offering real-time WIP reporting, detailed job costing, and budget-vs-actual tracking that surpasses standard field service apps.
Score Rationale
The score reflects the software's superior financial capabilities, which bridge the gap between field operations and high-level construction accounting.
Supporting Evidence
Enables detailed phase-by-phase budgeting and cost tracking. Knowify's Plan & Track feature allows you to quickly break projects down by phase and cost-category... and budgeting labor from your employees.
— knowify.com
Provides real-time Work-In-Progress (WIP) reporting to track over/under billing. See your real-time work-in-progress calculation on any project, so you know whether you've over or under-billed.
— knowify.com
Outlined in published security policies, ensuring data protection for users.
— knowify.com
9.4
Category 5: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Offers industry-specific features like material management and GPS check-in/check-out, enhancing field operations.
— knowify.com
Combines scheduling, estimating, and billing into a single platform, as documented on the official website.
— knowify.com
9.0
Category 6: Market Credibility & Trust Signals
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Users note that while strong for projects, the software lacks some advanced field dispatch features found in dedicated service platforms.
Impact: This issue caused a significant reduction in the score.
Jobber's Plumbing Business Software is specifically designed to cater to the unique needs of plumbing businesses. It offers comprehensive features for estimating, scheduling, dispatching, invoicing, and more, making it a one-stop solution for managing all aspects of a plumbing business efficiently.
Jobber's Plumbing Business Software is specifically designed to cater to the unique needs of plumbing businesses. It offers comprehensive features for estimating, scheduling, dispatching, invoicing, and more, making it a one-stop solution for managing all aspects of a plumbing business efficiently.
Best for teams that are
Small to mid-sized residential plumbing businesses prioritizing ease of use
Solo contractors or small teams needing simple scheduling and invoicing
Businesses wanting a client hub for online booking and quote approvals
Skip if
Large enterprises requiring advanced inventory management or complex job costing
Companies needing deep customization or heavy construction project management
Jobber's Plumbing Business Software is a game-changer for plumbing professionals. It centralizes all operations, from job estimation to invoicing, under one intuitive platform. Its real-time job tracking feature is a standout, allowing plumbers to easily manage and update job status on-the-go. Plus, its streamlined scheduling and dispatching feature ensures efficient allocation of resources, making it a favorite among industry professionals.
Pros
Industry-specific features
Streamlined scheduling and dispatching
Efficient invoicing process
Real-time job tracking
Intuitive user interface
Cons
Limited offline functionality
May take time to learn all features
No custom pricing
This score is backed by structured Google research and verified sources.
Overall Score
8.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Software for Plumbers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Usability & Customer Experience
What We Looked For
We look for an intuitive interface, ease of onboarding, and quality of customer support for non-technical users.
What We Found
Users consistently praise the clean, user-friendly interface and the Client Hub, though some find the mobile calendar view limited.
Score Rationale
The interface is widely celebrated for its simplicity, pushing the score high, though minor mobile UI limitations prevent a perfect score.
Supporting Evidence
Some users find the mobile app's calendar view limiting as it lacks a monthly overview. The “monthly” view isn't available on the mobile version because the mobile screen size doesn't support this
— connecteam.com
The Client Hub allows customers to approve quotes and pay invoices online, simplifying the experience. The Jobber Client Hub allows customers to self-serve, reducing back-and-forth calls.
— getonecrew.com
Reviewers frequently cite the platform's ease of use and intuitive design as a primary benefit. Users praise the ease of use of Jobber, enjoying its functionality and seamless invoicing experience.
— g2.com
Streamlined onboarding process helps users quickly adapt to the platform.
— getjobber.com
Intuitive user interface designed for ease of use, as outlined in product reviews.
— getjobber.com
8.5
Category 2: Value, Pricing & Transparency
What We Looked For
We analyze pricing tiers, hidden costs, and the accessibility of essential features for small plumbing businesses.
What We Found
Pricing is transparent but scales steeply; key features like QuickBooks sync are locked behind mid-tier plans, increasing effective costs.
Score Rationale
While the entry price is low, the gating of standard integrations behind the $119/mo plan impacts the value proposition for smaller teams.
Supporting Evidence
Additional users cost $29/month each, which can add up for growing teams. You can add extra users on team plans for $29/month each.
— tekpon.com
QuickBooks Online integration is not available on the entry-level Core plan. Connect... What's Missing? ... Connect QuickBooks Online.
— forbes.com
Plans start at $39/month for solo users but increase to $119/month for the Connect plan. Core: $39/month for 1 user... Connect: $119/month for up to 5 users.
— softwarefinder.com
Transparent pricing model with no hidden fees, as confirmed by product documentation.
— getjobber.com
Pricing starts at $29/month, with a free trial available, as listed on the official website.
— getjobber.com
8.8
Category 3: Mobile Functionality & Field Operations
What We Looked For
We examine the software's ability to connect with accounting, marketing, and other third-party tools.
What We Found
Strong ecosystem with native QuickBooks Online, Mailchimp, and Stripe integrations, plus Zapier support for thousands of other apps.
Score Rationale
The integration suite is robust and covers all major bases, though the gating of the QuickBooks integration behind higher tiers is a drawback.
Supporting Evidence
Native integrations include CompanyCam for photos and FleetSharp for GPS tracking. CompanyCam Logo. Snap unlimited jobsite photos... FleetSharp GPS Tracking Logo.
— getjobber.com
Zapier integration connects Jobber to over 2,000 other applications. Automate tasks between apps with custom triggers—seamlessly connecting Jobber with 2,000+ other tools.
— getjobber.com
Integrates seamlessly with QuickBooks Online to sync invoices and timesheets. Zapier makes it easy to integrate Jobber with QuickBooks Online... Create invoices in QuickBooks Online from new job completions in Jobber.
— zapier.com
Credit card payments cannot be processed while the device is offline. while you can create an invoice offline processing an actual credit card payment requires an internet connection.
— youtube.com
Offline functionality allows creating and saving text notes, which sync when connectivity is restored. While offline, create and save your text notes as usual and they will be temporarily stored on your device locally.
— productupdates.getjobber.com
The mobile app allows field crews to schedule, invoice, and collect payments on-site. From your mobile device, you can schedule and reassign jobs in just a few taps... send professional quotes and invoices, and communicate with customers
— getjobber.com
Integrates with popular accounting software like QuickBooks, enhancing financial management.
— getjobber.com
9.2
Category 4: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Real-time job tracking feature allows for efficient job status updates, as described in product documentation.
— getjobber.com
Comprehensive features for estimating, scheduling, and invoicing documented on the official website.
— getjobber.com
8.9
Category 5: Market Credibility & Trust Signals
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Recognized by industry professionals for its streamlined scheduling and dispatching features.
— getjobber.com
9.0
Category 6: Support, Training & Onboarding Resources
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Offline functionality is limited; while users can view schedules and save notes, they cannot process credit card payments or sync data until internet connectivity is restored.
Impact: This issue had a noticeable impact on the score.
Users report that reporting functionality can be incomplete, often requiring the generation of multiple separate reports to gather necessary tax or business data.
Impact: This issue caused a significant reduction in the score.
Essential features like QuickBooks Online sync and automated reminders are locked behind the 'Connect' plan ($119/mo), forcing small businesses to upgrade significantly from the Core plan ($39/mo).
Impact: This issue caused a significant reduction in the score.
Bolt is a plumbing contractor software specifically designed for the trade industry. It streamlines project management, scheduling, and collaboration, effectively addressing the core needs of plumbing contractors. Bolt's mobile capabilities allow plumbers to manage their business on the go, enhancing productivity and efficiency.
Bolt is a plumbing contractor software specifically designed for the trade industry. It streamlines project management, scheduling, and collaboration, effectively addressing the core needs of plumbing contractors. Bolt's mobile capabilities allow plumbers to manage their business on the go, enhancing productivity and efficiency.
Best for teams that are
Plumbing subcontractors focused on new residential construction and production work
Companies needing to schedule crews and manage inventory for large housing projects
Trade contractors who need to track labor and material costs per project phase
Skip if
Service and repair plumbing businesses handling emergency dispatch calls
Companies needing point-of-sale features for collecting payments from homeowners
Businesses that do not perform new construction or production work
Expert Take
Our analysis shows Bolt solves a specific, painful problem for residential plumbing contractors: the manual entry of data from builder portals. By automating the import of Purchase Orders (POs) and integrating directly with major builders like D.R. Horton, it eliminates hours of administrative work. Research indicates its 'job-ready' confirmation feature also directly protects profit margins by preventing wasted crew trips, a common issue in new construction.
Pros
Auto-imports builder Purchase Orders (POs)
Offline mobile access for field crews
Two-way integration with D.R. Horton
Real-time lot-specific job costing
Drag-and-drop crew scheduling
Cons
Pricing is not publicly disclosed
Lacks equipment management features
Mobile app UI has usability complaints
Calendar customization has learning curve
Limited budgeting functionality
This score is backed by structured Google research and verified sources.
Overall Score
8.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Software for Plumbers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We look for specialized features that handle the unique workflow of residential plumbing contractors, such as builder PO management and lot-specific tracking.
What We Found
Bolt offers specialized 'Builder Order' functionality that auto-populates project data from builder purchase orders, alongside drag-and-drop scheduling and lot-specific job costing.
Score Rationale
The score is high due to the unique ability to scrape and import builder POs automatically, a critical time-saver for this niche, though it lacks heavy equipment management features.
Supporting Evidence
Users can create 'job-ready' confirmations to prevent dry runs and unnecessary trips to job sites. Bolt's 'job-ready' confirmations prevent unnecessary trips to job sites.
— ecisolutions.com
The software provides real-time, lot-specific job costing that tracks labor, materials, and expenses as they happen. Bolt gives you real-time, lot-specific job costing, tracking labor, materials, and other expenses as they happen
— ecisolutions.com
Bolt's Builder Communication feature reads content from builder POs and automatically populates information into the project management software, eliminating manual entry. Bolt's Builder Communication feature eliminates that time-consuming process by auto-populating all PO information directly into the contractor's project management software.
— ecisolutions.com
Mobile capabilities allow plumbers to manage tasks and schedules on the go, enhancing productivity.
— ecisolutions.com
Documented in official product documentation, Bolt offers specialized project management tools tailored for plumbing contractors.
— ecisolutions.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for established ownership, verified user reviews, and adoption by reputable trade contractors in the residential construction sector.
What We Found
Bolt is owned by ECI Software Solutions, a major industry player, and holds strong ratings (4.2/5 to 5/5) across multiple review platforms with verified case studies from plumbing companies.
Score Rationale
Backed by ECI's substantial resources and validated by specific plumbing contractor success stories (e.g., NCT Plumbing), the product demonstrates high market stability and trust.
Supporting Evidence
The software holds a 4.2 out of 5 rating based on 62 reviews on GetApp. Bolt. 4.2. (62). Residential Construction Scheduling Software.
— getapp.com
NCT Plumbing reported that Bolt allowed them to cut overhead costs significantly while maintaining work volume. Bolt has allowed us to become more profitable because it has allowed us to cut overhead costs by a tremendous amount.
— youtube.com
Bolt is part of ECI Software Solutions, a leader in cloud-based business management solutions for construction and field service. ECI Software Solutions, a leader in cloud-based business management solutions... announced a new automated purchase order (PO) feature in Bolt
— ecisolutions.com
8.7
Category 3: Usability & Customer Experience
What We Looked For
We look for an intuitive interface that simplifies complex scheduling for office staff and provides an easy-to-use mobile experience for field crews.
What We Found
Users consistently praise the user-friendly interface and simple setup, though some reviews note that the mobile app and calendar views have room for improvement regarding usability.
Score Rationale
While office users find it highly efficient for scheduling, the score is slightly tempered by documented feedback regarding mobile app limitations and calendar complexity.
Supporting Evidence
The calendar view offers customizable filters but may require a learning curve to master. One feature that might require a slight learning curve is the calendar view... It may take a while to fully master these customization options
— m.iwaki-suzuran.com
Some users feel the mobile app and calendar could be improved for better usability. They note that it simplifies daily tasks and increases office productivity, but some feel the mobile app and calendar could be improved for better usability.
— getapp.com
Reviewers report that Bolt is user-friendly and easy to navigate, with many appreciating its simple setup. Reviewers report that Bolt is user-friendly and easy to navigate, with many appreciating its simple setup and intuitive design.
— getapp.com
Mobile app functionality enhances user experience by allowing on-the-go project management.
— ecisolutions.com
8.0
Category 4: Value, Pricing & Transparency
What We Looked For
We look for clear, public pricing structures and evidence of return on investment for trade contractors.
What We Found
Pricing is not publicly disclosed and requires a custom quote, which impacts transparency, although users report significant ROI through reduced overhead.
Score Rationale
The score is penalized due to the lack of public pricing (hidden costs), despite strong anecdotal evidence of value and profitability improvements from existing users.
Supporting Evidence
Third-party sources estimate pricing starts around $10-$16 per user per month, but this is not officially confirmed. The pricing for Bolt starts at $10.0 per user per month. Bolt has 2 different plans: Basic at $10.00 per user per month. Business at $16.00 per user per month.
— saasworthy.com
Users report that the return on investment is well worth it, citing the ability to handle more workload without increasing staff. The return is well worth the investment. It's not based on how much work you do... I haven't had to increase my staff by 75%.
— softwareconnect.com
ECI Software Solutions does not disclose Bolt pricing details on its website, requiring users to request a quote. ECI Software Solutions does not disclose the ECI Bolt pricing details on its website, which is why I docked it in our pricing criterion
— m.iwaki-suzuran.com
We look for seamless connections with accounting software and major home builder portals to reduce double-entry.
What We Found
Bolt integrates deeply with QuickBooks Online, Sage, and ADP, and features a unique two-way integration with D.R. Horton's Vendor Suite for automatic data exchange.
Score Rationale
The integration with D.R. Horton (a major home builder) and standard accounting tools makes it exceptionally strong for this specific niche, reducing administrative friction significantly.
Supporting Evidence
Bolt also integrates with Sage 300 Construction and Real Estate and ADP Workforce Now. In addition to QuickBooks® accounting software, Bolt integrates with Sage 300 and ADP Workforce Now
— ecisolutions.com
The software integrates with QuickBooks Online to sync customer info, products, pricing, time entries, and invoices. Bolt talks directly to QuickBooks. That means your customer information, products, pricing, time entries, and invoices can sync automatically.
— ecisolutions.com
Bolt features a two-way integration with D.R. Horton Vendor Suite to transfer job scheduling and POs automatically. ECI has also announced a two-way integration that directly transfers job scheduling, POs, confirmations and completion information between Bolt and D.R. Horton
— ecisolutions.com
Listed in the company's integration directory, Bolt supports integration with common industry tools.
— ecisolutions.com
8.8
Category 6: Mobile Field Enablement
What We Looked For
We look for robust mobile capabilities that allow field crews to access schedules, documents, and work offline.
What We Found
The mobile app supports offline access, allowing crews to view schedules and documents in low-coverage areas, though some users desire better visibility for daily work tickets.
Score Rationale
Offline capability is a critical feature for construction sites with poor signal, justifying a high score, though minor usability complaints prevent a perfect score.
Supporting Evidence
Field supervisors can use the app to document job site conditions with photos that are stored indefinitely. these photos are typically taken via the mobile app... this information is stored indefinitely. so you kind of have this way to eliminate a lot of these he said she said conversations.
— youtube.com
Crew members can access schedules, daily tasks, and job-related documents directly from their mobile devices. Crew members can access their schedule and daily tasks at any time, as well as any necessary job-related documents or plan markups.
— getapp.com
Bolt's mobile app allows users to access essential job information and schedules both online and offline. Bolt's mobile app allows you to access essential job information, including schedules, both online and offline. This is particularly useful in areas with limited connectivity
— ecisolutions.com
Outlined in published support policies, Bolt offers comprehensive training resources for new users.
— ecisolutions.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The software lacks built-in equipment management and budgeting features, which may be a limitation for some contractors.
Impact: This issue had a noticeable impact on the score.
Housecall Pro is a cloud-based field service management software specifically tailored to the needs of plumbing businesses. It offers comprehensive solutions for scheduling, dispatching, invoicing, customer communication, and more, making it an essential tool for plumbers looking to streamline their operations and improve customer service.
Housecall Pro is a cloud-based field service management software specifically tailored to the needs of plumbing businesses. It offers comprehensive solutions for scheduling, dispatching, invoicing, customer communication, and more, making it an essential tool for plumbers looking to streamline their operations and improve customer service.
COST-EFFECTIVE
Best for teams that are
Residential plumbing businesses with 1-15 technicians seeking ease of use
Small teams wanting quick setup and a user-friendly mobile app for techs
Companies transitioning from paper or spreadsheets to digital management
Skip if
Large commercial plumbing enterprises with complex inventory or construction needs
Businesses requiring advanced custom reporting or complex pricebook functionality
Companies needing extensive API integrations beyond standard tools
Expert Take
Our analysis shows Housecall Pro excels in residential plumbing dispatch with its intuitive drag-and-drop interface and automated 'On My Way' customer notifications. Research indicates it offers a robust visual price book that simplifies upselling in the field. However, based on documented features, businesses requiring complex inventory management or two-way QuickBooks syncing may find the platform limiting compared to enterprise alternatives.
Pros
Intuitive drag-and-drop scheduling interface
Automated 'On My Way' customer texts
Visual price book for field upselling
Robust online booking capabilities
Seamless iOS mobile app experience
Cons
Android app reported as unstable
No native inventory management
QuickBooks sync is one-way only
Route optimization requires add-ons
GPS tracking has update lag
This score is backed by structured Google research and verified sources.
Overall Score
8.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Software for Plumbers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.8
Category 1: Product Capability & Depth
What We Looked For
Comprehensive plumbing-specific features like dispatching, inventory management, and route optimization.
What We Found
Robust scheduling and dispatching with visual price books, but lacks native inventory tracking and built-in route optimization.
Score Rationale
The score is high due to strong core dispatch features, but capped below 9.0 because essential plumbing features like inventory and routing require add-ons or integrations.
Supporting Evidence
Route optimization is not built-in and requires third-party integration or manual planning. Sadly, the app doesn't offer a built-in route optimizer, which is disappointing.
— connecteam.com
The platform does not include native inventory tracking, a standard feature in similar tools. House Call Pro doesn't include inventory tracking... i'd recommend either going with a more advanced system or integrating with a QuickBooks plan
— youtube.com
The software includes features for scheduling, customer communication, and mobile accessibility, as outlined on the official website.
— housecallpro.com
Documented in official product documentation, Housecall Pro offers real-time dispatching and automated invoicing, crucial for efficient plumbing operations.
— housecallpro.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
Established market presence, large user base, and verified high ratings from third-party platforms.
What We Found
Widely adopted by over 45,000 businesses with consistently high ratings across major review platforms like Capterra and G2.
Score Rationale
Achieves a premium score due to its massive user base and strong reputation, positioning it as a market leader for small-to-mid-sized service businesses.
Supporting Evidence
Maintains high user satisfaction ratings on major software review sites. Capterra Rating: 4.7/5 – High scores for ease of use, customer support, and automation tools
— contractorplus.app
The platform is trusted by a massive user base of home service professionals. Trusted by over 45,000 businesses
— g2.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
Intuitive interface for office staff and technicians, backed by accessible and effective customer support.
What We Found
Highly praised for its ease of use and drag-and-drop calendar, though some users report difficulty reaching phone support.
Score Rationale
Scores well for its user-friendly interface, but is slightly penalized for support accessibility issues where users feel directed toward chat over phone.
Supporting Evidence
Some users report frustration with customer support accessibility. The staff that can "help" are only available on the chat bubble vs phone.
— play.google.com
Users find the scheduling interface intuitive and easy to manage. The scheduling on Housecall Pro was easy and user friendly. I love the color blocking and being able to dispatch all of our crew
— getapp.com
The user-friendly interface and mobile app accessibility are emphasized in user guides and product documentation.
— housecallpro.com
8.6
Category 4: Value, Pricing & Transparency
What We Looked For
Clear pricing tiers with essential features included, avoiding hidden costs or excessive add-on fees.
What We Found
Offers a low entry price, but critical features like QuickBooks sync are tier-gated, and add-ons like GPS tracking increase costs.
Score Rationale
The score reflects a solid entry-level value that diminishes as businesses grow and require essential features locked behind higher tiers or paid add-ons.
Supporting Evidence
Several key features require additional monthly payments per user or vehicle. Sales Proposal — $40 per month... Vehicle GPS tracking — $20 per vehicle per month.
— connecteam.com
QuickBooks integration is not available on the Basic plan. Yes, but only on Essentials ($149+/month) and MAX plans. If you're on Basic, no QuickBooks integration.
— fieldcamp.ai
Pricing starts at $49/month, with transparency in advanced and enterprise plans as detailed on the official site.
— housecallpro.com
8.9
Category 5: Mobile Field Operations
What We Looked For
Seamless connections with accounting, marketing, and supplier software critical for plumbing businesses.
What We Found
Strong ecosystem with Zapier and marketing tools, but QuickBooks sync is one-way and inventory requires third-party integration.
Score Rationale
A strong score for the breadth of integrations, slightly reduced by the limitation of one-way QuickBooks syncing and the need for external inventory tools.
Supporting Evidence
Inventory management relies on third-party integrations like Ply. Ply seamlessly integrates with Housecall Pro... Ply handles the procurement side — sourcing materials, tracking orders, and managing suppliers
— getply.com
QuickBooks syncing is limited to one direction (Housecall Pro to QuickBooks). House Call Pro only supports one-way quickbook syncing... if your bookkeeper updates those records in QuickBooks... the changes won't return to House Call Pro
— youtube.com
Technicians can handle invoicing and payments directly from the field. Housecall Pro allows field technicians to create and send invoices on the mobile app immediately after they complete a task.
— connecteam.com
Android users report significant app instability and functionality issues. after a month the app does not work/glitches on our Android devices. We can not adjust or input line items or materials
— play.google.com
Listed in the company's integration directory, Housecall Pro integrates with QuickBooks and other essential tools.
— housecallpro.com
9.0
Category 6: Support, Training & Onboarding Resources
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Outlined in published support resources, Housecall Pro offers comprehensive onboarding and training materials.
— housecallpro.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The platform lacks native inventory tracking and built-in route optimization, requiring third-party integrations or manual workarounds.
Impact: This issue caused a significant reduction in the score.
Essential features like QuickBooks integration are locked behind the mid-tier plan ($149/mo), and standard tools like GPS and Sales Proposals cost extra.
Impact: This issue caused a significant reduction in the score.
The 'How We Choose' section for project management software tailored for plumbers is based on a thorough evaluation of key factors such as specifications, features, customer reviews, ratings, and overall value. Specific considerations that influenced the selection process include the software's ease of use, integration capabilities, mobile accessibility, and customer support, which are particularly important for plumbing professionals managing diverse projects and teams. Rankings were determined by analyzing detailed specifications, researching customer feedback from various platforms, and reviewing ratings to assess the price-to-value ratio, ensuring a comprehensive understanding of how each product meets the needs of plumbing contractors.
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Score Breakdown
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Deep Research
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