2026 © Team Management Systems, LLC, All Rights Reserved
For independent HVAC, plumbing and electrical shops that do residential and commercial work.
Don't see your question? Book a demo or call (800) 329-8326.
Per seat: office users, field techs and Basic Mobile users each have a monthly price. The price per seat doesn't change when you add a tech, and there are no plan tiers. We'll walk you through pricing on a demo.
No. Every seat costs the same, so adding a tech adds one seat at the same price. There are no plan tiers to jump.
There's a one-time onboarding fee, which includes importing your data and connecting QuickBooks. We'll walk you through pricing on a demo.
Yes. You can pay monthly, or pay annually for a lower price per seat. We'll walk you through pricing on a demo.
Monthly plans have no minimum and can be canceled with 30 days' notice, with no cancellation fee. Annual plans cost less per seat and aren't refunded if you cancel early.
No. Your data is yours, and you can export it any time.
No. Book a demo and we'll walk you through ServiceFactor with your own questions.
Yes. It syncs both ways with QuickBooks Online and QuickBooks Desktop.
No. ServiceFactor syncs both ways with QuickBooks Online and QuickBooks Desktop, so you enter it once.
ServiceFactor syncs both ways, so changes made in QuickBooks come back into ServiceFactor.
ServiceFactor calculates sales tax on each invoice and sends it to QuickBooks with the invoice.
Yes. ServiceFactor shows gross profit on every job.
Yes. Techs can take card and ACH payments in the field through SF Pay.
No. SF Pay is optional, and if you try it there's no termination fee or lock-in.
ACH is 1%. Card rates are quoted with your seats.
Surcharging is available in states where it's allowed.
Yes, with QuickBooks Online. Deposits and overpayments work too.
Yes. The tech app works offline, and the work syncs when the signal comes back.
Yes. Techs can build Good/Better/Best quotes on site, with a photo for each option.
Yes. ServiceFactor has GPS tracking.
Yes, with the technician's photo.
Yes. Two-way texting with customers, kept on the customer record.
Yes, with timesheets. ServiceFactor works with QuickBooks Online and QuickBooks Desktop payroll, and exports payroll files for ADP and eBacon.
Yes. Inventory shows on hand, committed and on order for each warehouse and truck.
Yes. Update price and cost by vendor, category or cost type, by percent or dollar amount.
Yes. ServiceFactor creates service agreement invoices on the agreement's schedule, and the service agreement dashboard shows upcoming billing and inspections.
Yes. Service calls, AIA pay applications with retainage, prevailing wage and project job costing all run in ServiceFactor, so there's no second system and no double entry.
Yes. Bill flat rate or time and materials, with labor rates by customer type and markups on materials.
Yes. ServiceFactor creates AIA pay applications (G702/G703) with retainage, in the same system you use for service calls.
Yes.
Yes. Projects show estimated, committed and actual cost, with change orders and purchase orders against the job.
Onboarding takes about 30 days, including the data import and the QuickBooks connection.
A dedicated onboarding specialist, who handles the data import and the QuickBooks connection with your team.
Customers, service history, equipment and service agreements. If they're in a format we can import, we also bring your flat-rate price book, your inventory with truck locations, or a list of non-inventory materials. Open records, like open call slips and quotes, don't move.
Independent HVAC, plumbing and electrical shops, especially shops that do both residential and commercial work and have outgrown simple scheduling apps.
Shops that only do new construction, and very small shops that just need a calendar and invoices.
Team Management Systems, the company behind ServiceFactor, has been in business since 1991.
Team Management Systems is based in Plano, TX.
Yes. Call (800) 329-8326 during support hours or use live chat on our site. Our support team is 100% U.S.-based.
Monday to Friday, 7:30 a.m. to 5:30 p.m. Central time.
