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Established HVAC, plumbing and electrical shops, especially those on QuickBooks Desktop, that want guided onboarding.

Quick overview

Pricing
Pricing by quote; no free trial
Plans
No published prices; price depends on number of technicians or employees and add-ons. Plans: Select (2 mobile app licenses, chat support), Premier (4 licenses, advanced dispatching, multi-option quotes, 10 saved reports, email or phone support), Elite (6 licenses, unlimited saved reports, outbound call recording, Proposal Pro, MarketingEdge, consumer portal, dedicated success rep). Proposal Pro, MarketingEdge and consumer portal are "call for pricing" add-ons on Select and Premier. Onboarding specialist included on all plans. No free trial. Downgrades at the end of the contract period.
G2 rating
4.0 / 5.0
Comparisons
Featured in 2 comparisons

Key features

  • QuickBooks Online and Desktop integration on every plan
  • Pricebook and flat-rate pricing on every plan
  • Call booking, dispatching, integrated payments and SMS texting
  • Multi-option quotes and advanced service agreements from Premier
  • Proposal Pro and MarketingEdge on Elite

Pros

  • QuickBooks Desktop support on every plan
  • Flat-rate pricing from the entry plan
  • Onboarding specialist and data transfer included
  • Good, better, best proposals on Elite

Cons

  • No published pricing and no free trial
  • Only 2 mobile app licenses on Select
  • Multi-option quotes need Premier
  • No phone support on the entry plan

FieldEdge in our comparisons