Plumbing

A tech app that keeps working under the house

The tech app works offline. Notes, photos and signatures sync when the signal comes back.

For independent HVAC, plumbing and electrical shops that do residential and commercial work.

Book a demo
ServiceFactor dispatch board showing a day's schedule by technician, with open work orders listed on the right.

What ServiceFactor fixes for plumbing shops

the pain
Water heater quotes get written up back at the office, a day later.
ServiceFactor
Techs build Good/Better/Best quotes on site from your flat-rate price book, with a photo for each option.
the pain
Homeowners call the office asking when the plumber will get there.
ServiceFactor
Customers get a "tech on the way" text with the technician's photo. Texts back and forth stay on the customer record.
the pain
Commercial jobs get billed from a spreadsheet, apart from service work.
ServiceFactor
AIA pay applications (G702/G703) with retainage, in the same system you use for service calls.
01

Scheduling and dispatch

A dispatch board with crew scheduling and color-coded zones. Scheduling matches tech skills to the job type. GPS tracking shows where your techs are.
02

Flat-rate price book

Update prices and costs in bulk by vendor, category or cost type, by percent or dollar amount.
03

Tech app

Signatures, notes and photos on the job. Your contractor license number prints on quotes, invoices and work orders. Each tech's review link goes out in customer messages.
Business dashboard showing work orders, quotes, invoices, billed jobs, total billed, and revenue vs missed revenue chart.
04

Equipment and service agreements

Equipment history and service agreements sit on the customer record.

Commercial work, the books and getting paid

Project job costing

Estimated, committed and actual cost on each project, with change orders against the job. Prevailing wage on public work.

Inventory and parts

Inventory by warehouse and truck: on hand, committed and on order. Purchase orders against jobs.

QuickBooks

Syncs both ways with QuickBooks Online and QuickBooks Desktop. Works with QuickBooks Online and QuickBooks Desktop payroll, and exports payroll files for ADP and eBacon.

Inspections and checklists

Custom forms for inspections and checklists, filled out on the job.

Payments

Take card and ACH payments in the field. ACH is 1%. Card rates are quoted with your seats. Surcharging available in states where it's allowed.
Onboarding

Onboarding takes about 30 days

We train your office and your techs, and stay with you until everyone's using ServiceFactor day to day.
01

Data import

We import your customers, service history, equipment and service agreements.
02

Price book and inventory

Your flat-rate price book and inventory come over too, if they're in a format we can import.
03

QuickBooks

We connect QuickBooks Online or QuickBooks Desktop.
04

What doesn't move

Open call slips, open quotes and open project jobs don't move.
Since 1991
100% U.S.-based support: (800) 329-8326, Monday to Friday, 7:30 a.m. to 5:30 p.m. Central
Syncs both ways with QuickBooks Online and QuickBooks Desktop
Works offline, on any device

Price

The price per seat doesn't change when you add a tech. There's a one-time onboarding fee, which includes importing your data and connecting QuickBooks. 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.

Questions from plumbing shops

Can service agreements bill automatically?

Yes. ServiceFactor creates service agreement invoices on the agreement's schedule, and the service agreement dashboard shows upcoming billing and inspections.

Can we bill time and materials?

Yes. Bill flat rate or time and materials, with labor rates by customer type and markups on materials.

If we cancel, do we lose our data?

No. Your data is yours, and you can export it any time.

Is there a free trial?

No. Book a demo and we'll walk you through ServiceFactor with your own questions.

Blue curved abstract shape on a black background.Abstract blue shape with smooth curves extending from left to right on a white background.
Get started

See ServiceFactor on a demo

We'll walk you through ServiceFactor with your own questions.

Book a free demo