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No second system for projects, and no double entry.
For independent HVAC, plumbing and electrical shops that do residential and commercial work.
ServiceFactor creates AIA pay applications (G702/G703) with retainage.
Each project shows estimated, committed and actual cost, with change orders and purchase orders against the job. Job gross profit shows on every job.
Prevailing wage is built in. ServiceFactor works with QuickBooks Online and QuickBooks Desktop payroll, and exports payroll files for ADP and eBacon.
Bill flat rate or time and materials, with labor rates by customer type and markups on materials.
Bill-to accounts and their sites sync to QuickBooks as parent customers and sub-customers, so each invoice lands under the right account.
Techs build Good/Better/Best quotes on site, with a photo for each option. Accepted quotes convert to invoices, and declined work is tracked.
Dispatch techs and crews by color-coded zone, with GPS tracking. The tech app works offline.
Service agreement invoices are created automatically on the agreement's schedule. Agreements can run multiple years, renew automatically and track deferred income.
Equipment history, warranty parts and labor, and color-coded equipment age are on the customer record. Reminders go out by text and email.
See what's on hand, committed and on order in each warehouse and truck.
Service calls, agreements and projects go through one two-way sync with QuickBooks Online and QuickBooks Desktop. Sales tax is calculated in ServiceFactor and sent to QuickBooks with the invoice.
Our support team is 100% U.S.-based. Call (800) 329-8326, Monday to Friday, 7:30 a.m. to 5:30 p.m. Central time.
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.
A dedicated onboarding specialist, who handles the data import and the QuickBooks connection with your team.
No. Your data is yours, and you can export it any time.
No. SF Pay is optional, and if you try it there's no termination fee or lock-in.
No. Book a demo and we'll walk you through ServiceFactor with your own questions.
