FieldPlus vs. Perfectware Comparison


FieldPlus MarginPoint	Perfectware Perfectware Solutions	+	+
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		Related Products WEX Field Service Management WEX FSM is a cloud-based, all-in-one field service management platform built to streamline every aspect of a contractor’s business, from scheduling and dispatch to invoicing, payments, reporting, and customer management. It consolidates workflow tasks so technicians, office staff, and customers all operate from a single system: real-time location tracking, drag-and-drop scheduling, optimized route dispatching, and customer history (jobs, equipment, notes, photos) are combined with quote/proposal generation, price-book management, and on-the-spot mobile invoicing and payment options. WEX FSM supports recurring service plans, flexible financing, and integrated payment processing, enabling faster cash flow by reducing delays in invoicing and collections. It includes built-in connectivity to accounting systems (e.g., QuickBooks sync), robust reporting and analytics for business insight, and a mobile app for field technicians so they can manage jobs and get paid directly. 67 Ratings Visit Website STACK Bid Faster, Win More, and Build Smarter with STACK Takeoff & Estimate and STACK Build & Operate. From office to field, STACK speeds up your processes so you can stay competitive and eliminate uncertainty. Save time with STACK's powerful, time-saving AI features. Accelerated by AI. Driven by You. Features: - Fast, Accurate Takeoffs Powered by AI and Your Expertise - Regional Cost Data & Detailed Estimates - Streamlined Workflows & Document Control Create a free account or schedule a demo today! 1,484 Ratings Visit Website Connecteam Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price. 10,601 Ratings Visit Website CompanyCam CompanyCam is a photo-based solution created for contractors, by contractors. Take unlimited photos—which are location and time-stamped, sent to the cloud, and stored securely. Every photo is organized by project and instantly available to your team, allowing you to see what’s going on anytime, anywhere. Annotate photos with drawings, arrows, comments, tags, and voice notes, and create project timelines, photo galleries, reports, and transformation photos through the app. Sharing photos with customers and insurance adjusters has never been easier, and keeping your entire process organized has never been simpler. If you ever need to share photos with partners or clients, the app boasts two incredibly useful features: (1) galleries, where you share a collection of photos, and (2) reports, where you share a series of photos and notes. You don't have to download, rename, or email the photos—you simply select and send. 5,585 Ratings Visit Website WERX 30 DAY FREE TRIAL! No credit card required. Plans as low as $49/m. Professional construction management software designed for all size contractors, Werx streamlines your business with flexible estimates, AIA-Style billing, QuickBooks integration, and real-time labor tracking. Get paid faster with online payments via Stripe. Werx empowers contractors to save time, stay organized, and boost profitability. Manage projects, track time in the field, and send professional invoices all in one platform. Perfect for general contractors, electricians, plumbers, and more. Simplify your operations with the software that works as hard as you do—without breaking the bank. It just WERX! 35 Ratings Visit Website Resco Field Service+ Resco Field Service+ is a mobile-first solution designed to extend the capabilities of Microsoft Dynamics 365, Salesforce, and the Power Platform with powerful mobile workflows and full offline functionality. Built for industries like utilities, energy, manufacturing, and construction, it enables technicians to manage work orders, perform inspections, track assets, and handle preventive maintenance seamlessly. With offline-first architecture and secure data synchronization, teams can capture and access critical information in remote areas or environments with limited connectivity. The drag-and-drop form designer, GPS routing, barcode scanning, and scheduling tools allow you to customize workflows to meet the unique needs of your field operations. Managers gain real-time visibility into job status, resource allocation, and performance metrics, making it easier to schedule tasks, dispatch teams, and generate detailed reports. 4 Ratings Visit Website Fishbowl Fishbowl is the #1 selling manufacturing and warehouse management software for QuickBooks. Designed for small and medium-sized businesses, including manufacturers, distributors, and service providers, Fishbowl gives businesses the flexibility to stay within the QuickBooks platform for accounting while seamlessly integrating advanced inventory features with it. It also offers multi-location tracking, work orders, bills of materials, barcoding, shipping, auto reorder points, and integrations with EDI, shopping carts, merchant services, and other business solutions. If you are looking for an affordable inventory management solution that can help your business take advantage of the latest technology to streamline operations and save time and money, Fishbowl is a great option. 1,141 Ratings Visit Website Bidtracer Bidtracer has been built specifically for the MEP/BAC industry for both construction and service side including but not limited to CRM, Bid Management, Invitation to Bid, BAC Estimating, BAC Engineering, Project Management, Service Agreement, Service Work Orders, Service Repair, Service Projects all built natively in the cloud. Estimating/engineering established live pricing with numerous manufacturers such as JCI, Distech Controls, ABB, Carrier, ALC and many peripheral distributors such as Kele, Alps, Belimo, Siral, Bray. If you haven’t imported it yet, we can import it multiple times throughout the year. Our system caters to businesses of all sizes and accommodates users from various roles such as: estimators, engineers, PMs, sales, executive, and field workers. It includes rich reporting features with customizable reports, charts, and graphs to enable companies to analyze their data in real-time. 39 Ratings Visit Website The Asset Guardian EAM (TAG) The Asset Guardian (TAG) Mobi, an AI-powered EAM solution embedded in Microsoft Dynamics 365 Business Central, now enhanced with mobiMentor AI to help maintenance teams maximize wrench time. TAG Mobi helps teams manage assets, schedule maintenance, dispatch work orders, and complete field work from one mobile-ready platform. With IoT and SCADA integration, teams can turn asset signals into maintenance action by monitoring conditions, reducing alert noise, and triggering work orders when issues need attention. Key features include: • Asset Lifecycle Management: Extend equipment life • Preventive & Predictive Maintenance: Reduce failures and downtime • Work Order Management: Simplify dispatch, tracking, and completion • Reporting: View KPIs, costs, and performance • IoT Monitoring: Connect asset signals to alerts and work orders With AI-driven workflows and voice-enabled execution, TAG Mobi helps teams spend less time on admin work and more time maintaining critical assets 22 Ratings Visit Website Flowlens Flowlens - built by a small business, designed for small businesses. Flowlens is end-to-end business management software designed specifically for growing SME manufacturers around the world. Whether you’re scaling production, managing complex supply chains, or improving customer service, Flowlens brings your people, processes, and data together in one connected platform. 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About FieldPlus from MarginPoint helps service contractors manage customer data, work orders and inventory with one integrated solution. Technicians can easily access dispatched customer data for improved job completion rates and customer satisfaction. FieldPlus offers secure payment processing, QuickBooks integration, automated replenishment & complete inventory control of any warehouse, jobsite or vehicle. Grow your revenue with a powerful field service management software plus inventory management. Use flat rate pricing or time and material billing, get paid quickly with integrated payment processing. Eliminate stockouts through automated replenishment to complete more jobs, more accurately, in less time. Easily schedule jobs and dispatch work orders to your techs in the field. Create and manage customers and work order status from initial call to updating QuickBooks, minimizing paperwork.	About Created to fit a real world environment, Perfectware incorporates a suite of software tools designed for and by users in the Mechanical Contractor Service Industry. Using current and proven technologies, we have established a powerful software that provides communications to the operations of the service organization, as well as customers and field operations. The key to future development is the input we receive from our of users and contractors. Our user groups meet regularly, to showcase and discuss current contractors needs, creating a future road map for Perfectware Design and development. Operating a service business in today’s world requires the coordination of thousands of processes every day to insure that each client’s service needs are met cost-effectively. From the first phone call to the last, we do it best.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Service contractors , facilities maintenance people and property managers looking for a solution to manage customer data, work orders and inventory	Audience Anyone looking for an HVAC solution
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information MarginPoint Founded: 2004 United States marginpoint.com	Company Information Perfectware Solutions perfect-ware.com
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Categories Electrical Contractor Supported Field Service Management Supported HVAC Supported Plumbing Supported Tradesman Job Management Supported	Categories Field Service Management Supported HVAC Supported Tradesman Job Management Supported
Field Service Management Features Billing & Invoicing Supported Contact Database Supported Contract Management Supported Customer Database Not Supported Dispatch Management Supported Electronic Signature Supported Inventory Management Supported Mobile Access Supported Payment Collection in the Field Supported Quotes / Estimates Not Supported Routing Not Supported Scheduling Supported Service History Tracking Supported Time Clock Not Supported Work Order Management Supported HVAC Features Billing & Invoicing Supported Customer Database Supported Dispatch Management Supported Inventory Control Supported Job Management Supported Maintenance Scheduling Supported Mobile Access Supported Quotes / Estimates Not Supported Routing Not Supported Scheduling Supported Service History Tracking Supported Technician Management Not Supported Work Order Management Supported Show More Features Electrical Contractor Features Billing & Invoicing Supported Commercial / Industrial Not Supported Contract Management Supported Customer Database Supported Electronic Signature Not Supported Mobile Access Supported Quotes / Estimates Not Supported Scheduling Supported Time Tracking Not Supported Work Order Management Supported Plumbing Features Billing & Invoicing Supported Customer Database Supported Dispatch Management Supported Inventory Control Supported Job Management Supported Mobile Access Supported Quotes / Estimates Not Supported Routing Not Supported Scheduling Supported Service History Tracking Supported Technician Management Not Supported Work Order Management Supported	Field Service Management Features Billing & Invoicing Supported Contact Database Supported Contract Management Not Supported Customer Database Not Supported Dispatch Management Supported Electronic Signature Not Supported Inventory Management Supported Mobile Access Supported Payment Collection in the Field Supported Quotes / Estimates Not Supported Routing Not Supported Scheduling Not Supported Service History Tracking Supported Time Clock Supported Work Order Management Supported HVAC Features Billing & Invoicing Supported Customer Database Not Supported Dispatch Management Not Supported Inventory Control Supported Job Management Not Supported Maintenance Scheduling Not Supported Mobile Access Supported Quotes / Estimates Not Supported Routing Not Supported Scheduling Not Supported Service History Tracking Supported Technician Management Not Supported Work Order Management Supported
Integrations Alteryx Supported Broadly Supported CardConnect Supported Microsoft 365 Supported Premier Construction Software Supported Profit Rhino Supported QuickBooks Online Supported Tableau Supported View All 9 Integrations	Integrations Alteryx Not Supported Broadly Not Supported CardConnect Not Supported Microsoft 365 Not Supported Premier Construction Software Not Supported Profit Rhino Not Supported QuickBooks Online Not Supported Tableau Not Supported
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