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Onboarding takes about 30 days.
For independent HVAC, plumbing and electrical shops that do residential and commercial work.
| Comes over | Comes over if it's in a format we can import | Doesn't move |
|---|---|---|
| Customers, service history, equipment and service agreements | Your flat-rate price book, and your inventory with truck locations or a list of non-inventory materials | Open call slips, open quotes and open project jobs |
ServiceFactor syncs both ways with QuickBooks Online and QuickBooks Desktop. How QuickBooks works with ServiceFactor
Your office and your techs. We stay with you until everyone's using ServiceFactor day to day.
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.
Support for ACOWIN will end February 28, 2027. ACOWIN shops get special conversion pricing.
What ACOWIN shops need to know, or call (239) 437-9411, ext. 120.
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.
