FieldPlus vs. SmartServ Comparison


FieldPlus MarginPoint	SmartServ	+	+
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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! 1,496 Ratings Visit Website Connecteam Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. 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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. 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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. 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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. 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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 Our software is configured for family-owned field service businesses to automate operations, communication & jobs. Gain insights of your biggest income drivers with dashboard and reports. Identify best performers in your office and field staff. Track jobs, tickets, memberships sold, revenue generated & missed. Eliminate double entry & manual work with Quickbooks auto-sync. track all technicians, job hours, payroll. See every customer’s history with call integration. With the digitized process techs can upload notes, images & checklists for any job. Instant customer information & invoices on the field. Collect payments on job completion. With our field service management software, schedule in seconds, categorize jobs, and know each technician’s availability. Save time and dollars with a real-time dispatch screen while maintaining clear communication between techs and the back-office.
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 Supported iPad 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 Field service businesses seeking a solution to facilitate their work
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support 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 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 1.0 / 5 ease 1.0 / 5 features 1.0 / 5 design 1.0 / 5 support 1.0 / 5 Read all reviews
	Pros & Cons from Real Users Pros NONE, they were great at selling us on a dream. They were great at making promises that they could not provide. We kept getting the excuses... "We are beta testing it!" Cons They demanded that we pay 3 years in advance to use their software. We have a contract releasing funds if we decided to not go with their software. We canceled and now they will not return our phone calls or emails!!!
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information MarginPoint Founded: 2004 United States marginpoint.com	Company Information SmartServ Founded: 2017 United States www.smartserv.io
Alternatives ScanPay	Alternatives BuildOps
FieldEdge Xplor	ServiceTrade
RazorSync	FieldEdge Xplor
FieldOPS Mobilogic	ReachOut Suite Fingent
Zuper View All	RazorSync View All
Categories Electrical Contractor Supported Field Service Management Supported HVAC Supported Plumbing Supported Tradesman Job Management Supported	Categories Field Service Management Supported Fire Inspection Supported HVAC Supported Service Dispatch 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 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 Supported Scheduling Supported Service History Tracking Supported Time Clock Supported Work Order Management Supported Show More Features Service Dispatch Features Billing & Invoicing Supported Call Center Management Not Supported Contract Management Supported Customer Database Supported Inventory Control Supported Job Management Supported Job Tracking Supported Mobile Access Supported Routing Supported Scheduling Supported Self Service Portal Supported Service History Tracking Supported Technician Management 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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