Orcatec vs. ServiceFactor Comparison


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		Related Products 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 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 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 Buildxact Buildxact is an easy-to-use construction management and estimating platform built for residential builders and remodelers. From takeoffs to quoting to scheduling, streamline your entire workflow in one cloud-based tool. Now featuring Blu, your AI-powered digital assistant trained on real residential projects. Blu helps you quote faster, avoid errors, and work hands-free using natural language. Key tools include: Assembly Assistant - Use real-time pricing and templates to build smarter estimates Estimate Reviewer - Catch mistakes and common errors before they cost you Takeoff Assistant - Measure and scale digital plans in minutes Estimate Generator - Create full estimates and complete quotes from scratch Stay on schedule with drag-and-drop timelines, real-time material pricing, and a customer portal that keeps everyone in sync—from the office to the job site. 264 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 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 Roofr Roofr is the only CRM built exclusively for roofing contractors. Roofr brings your entire business into one place – so you can stop duct-taping together five different tools and start running a tighter operation. It's currently loved by tens of thousands of Roofrs across North America. Roofr handles the entire job lifecycle in one place. From the moment a lead comes in, contractors can manage contacts and follow-ups in the built-in CRM, order Roofr Measurement Reports, create a proposal, communicate with homeowners, and even order materials with our supplier integrations. You can also send invoices and collect payment in Roofr, too. 146 Ratings Visit Website Repair-CRM Say goodbye to pricey, rigid software for your small repair business! Repair-CRM costs just $89/month for 5 users—no annual contracts, no hassle. Tailored for small repair businesses, it syncs with QuickBooks Online, importing clients and products in 5 minutes flat. Dispatch jobs with ease, and track every asset—HVAC units, printers, water systems—with full service history. Our slick online booking portal integrates with your site, letting clients pick the exact asset to repair. Techs get GPS tracking, clock-in/out, and can snap before-and-after pics on-site. Affordable, adaptable, and built for YOU—Repair-CRM powers up your shop without breaking the bank. 38 Ratings Visit Website InEight InEight offers integrated project controls software built for capital construction. The modular platform supports flexible implementation and scales from large, complex projects to billion-dollar capital project portfolios. Purpose-built applications manage every project phase, from pre-planning to predictable execution and completion. By connecting cost, schedule, contracts, and project information in one platform, teams gain real-time visibility and advanced analytics to make smarter decisions. Used in more than 60 countries to manage over $1 trillion in projects, InEight supports industries including mining, nuclear, power and renewables, transportation, water, and oil, gas, and chemical. With InEight, teams improve project delivery, modernize operations, standardize best practices, manage budgets and forecasts, control scope changes, strengthen collaboration, and keep even the most complex capital projects on track. 136 Ratings Visit Website KonstructIQ KonstructIQ is an AI-powered construction and financial platform designed for residential general contractors, remodeling firms, and home builders. It consolidates the full project lifecycle, from fast, professional estimates to budgeting, invoicing, payments, change-order management, cost tracking, subcontractor coordination, and real-time reporting, into a single interface. Its estimating module enables contractors to build detailed bids quickly, using customizable cost codes, markup or margin calculations, and either cost-plus or fixed-price models. Once an estimate is approved, it becomes the project budget; every subsequent bill, invoice, or change order automatically updates the budget so contractors maintain accurate job costing and profitability oversight. Payments to subcontractors or suppliers are built in, and support methods like ACH, checks, debit/credit cards, virtual cards, or Zelle, and invoices can be paid directly by clients through a portal to speed up cash flow. 7 Ratings Visit Website
About Leading software for service industry, e.g. HVAC, Electrical, Plumbing, General Contracting, Carpet Cleaning, Gates, Fences, Windows, Hair and Beauty Salons. All MUST HAVE features gathered in one place to run successful business. Create and dispatch appointments. Distribute work for your team through unique system of work planning. Time Cards. Protect yourself from negative reviews with a special service. GPS tracking of employees. Route optimization. Very low credit card processing fees! Your business is unique therefore, Orcatec enables you to tailor the software to exactly how you want it to maximize the profitability. We offer live onboarding and training for you and your team. Custom software development for your business to be able to solve specific challenges that prevent you from being the best at what you do.	About The vision of Team Management Systems (TMS) began in the 1980s by Chuck and Yvonne Tuttle, while working for a software company that was not meeting the demands and needs of their clients. With Chuck’s extensive experience with designing, programming, selling and supporting contractor software, and Yvonne’s success at running mechanical contracting companies, and later selling and supporting contractor software, they knew that they had a winning combination to make their vision a reality. Tracking the effectiveness of your marketing campaigns is key to growing and managing your business. Whether you have one marketing source, or hundreds, ServiceFactor will show you which ones are generating calls and jobs, as well as the revenue generated. Gathering and using customer information is vital to the success of your business. Whether the customer has one site, or hundreds, complete history and profitability will be tracked for each individual site.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience HVAC, Electrical, Plumbing, General Contracting, Carpet Cleaning, Gates, Fences, Windows, Hair and Beauty Salons, and much more...	Audience Companies searching for a solution to manage and improve their marketing campaigns and operations
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 Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing Free Monthly user based Free Version Supported Free Trial Supported	Pricing No information available. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 5.0 / 5 ease 4.7 / 5 features 5.0 / 5 design 4.7 / 5 support 5.0 / 5 Read all reviews	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
Pros & Cons from Real Users Pros We're a small HVAC company with four technicians. Previously, we kept our schedules in a Google spreadsheet, and technicians were constantly going to the wrong places. With Orcatec, the dispatcher sees everyone on one dashboard, and we close the invoice right at the client's home, with payments arriving the same day Enhanced Efficiency; Accessibility and Convenience; Real-Time Insights; Scalability; Customer Support. Personalization of the application to the services that our company provided. We have spent time with admin, who gave us a guide with all features and settings. The application for phone and web versions is super easy to use. Once we have done settings, in just a moment we can create and close projects for our clients. Using Orcatec saved us a lot of time. Very good app! We use it for dispatch, invoice creation, our payments and accounting and messaging with the clients. Previously our dispatchers couldn't see the communication with clients in one place since it was via simple SMS. Now I can see the client info, his properties, appointment information and much more. The user interface is clear, has desktop app, has also mobile app, the company listens to its users and make updates to the software pretty quick. Seems like there is always something new to learn and include in to your system! Cons The mobile app is still inferior to the desktop in terms of administrative actions; some permissions settings are not available on the mobile app Users may find that it takes some time to fully understand how everything works within the app, but then it becomes more clear and easier than ever, allowing for smoother navigation and utilization of its features over time. I find application and services useful. Support always available. Was kind of difficult to get used to the system, especially for our techs. But seems like everyone got used already. There's still a few buttons that need to be accessible a little easier. It requires some time to take full advantage of all its features.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Orcatec Founded: 2019 United States orcatec.com	Company Information ServiceFactor Founded: 1991 United States www.servicefactor.com
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Categories Appliance Repair Supported Construction Bid Management Supported Construction Estimating Supported Construction Scheduling Supported Contractor Management Supported Electrical Contractor Supported Electrical Estimating Supported Field Service Management Supported HVAC Supported HVAC Estimating Supported Plumbing Supported Plumbing Estimating Supported Remodeling Estimating Supported Residential Construction Estimating Supported Roofing Supported Tradesman Job Management Supported Work Order Supported	Categories HVAC Supported Plumbing 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 Supported Routing Supported Scheduling Supported Service History Tracking Supported Technician Management 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 Supported Routing Supported Scheduling Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported Show More Features Construction Bid Management Features Bidder Management Supported Building Product Database Supported Cost Database Supported File Sharing Supported Proposal Management Supported Quotes / Estimates Supported RFP Management Supported Subcontractor Management Supported Takeoff Not Supported Version Control Supported Construction Estimating Features Accounting Integration Supported Audit Trail Not Supported Bid Management Supported Billing & Invoicing Supported Building Product Database Supported Calculators Supported Change Orders Supported Contract Management Supported Cost Database Supported Customer Management Supported Customizable Templates Supported Electrical Estimating Supported Historical Database Supported HVAC Estimating Supported Job Costing Supported Plumbing Estimating Supported Price Data / Price Books Supported Project Management Supported Quote Management Supported Reporting/Analytics Supported Scheduling Supported Subcontractor Management Supported Takeoff Supported What-if Analysis Supported Construction Scheduling Features Bid Management Supported Change Orders Supported Gantt Charts Not Supported Job Scheduling Supported Project Scheduling Supported Rescheduling Supported Staff Calendar Supported Task Management Supported Contractor Management Features Contractor Database Supported Insurance Tracking Not Supported License Tracking Supported Permit Tracking Supported Skills & Competencies Supported Task Management Supported Work Hour Tracking Supported Electrical Contractor Features Billing & Invoicing Supported Commercial / Industrial Supported Contract Management Supported Customer Database Supported Electronic Signature Supported Mobile Access Supported Quotes / Estimates Supported Scheduling Supported Time Tracking Supported Work Order Management Supported Electrical Estimating Features Billing & Invoicing Supported Change Orders Supported Cost Database Supported Project Management Supported Quotes / Proposals Supported Takeoff Supported Field Service Management Features Billing & Invoicing Supported Contact Database Supported Contract Management Supported Customer Database Supported Dispatch Management Supported Electronic Signature Supported Inventory Management Supported Mobile Access Supported Payment Collection in the Field Supported Quotes / Estimates Supported Routing Supported Scheduling Supported Service History Tracking Supported Time Clock Supported Work Order Management Supported HVAC Estimating Features Billing & Invoicing Supported Commercial/Industrial Supported Cost Database Supported Data Import / Export Supported Equipment Maintenance Supported Financing Management Supported Labor Rates Supported Quotes/Proposals Supported Scheduling Supported Takeoff Supported Plumbing Estimating Features Change Orders Supported Commercial / Industrial Supported Cost Database Supported Data Import / Export Supported Fitting Management Not Supported For General Contractor Supported Overhead Costs Estimating Supported Prebuilt Assembly Not Supported Quotes / Proposals Supported Takeoff Not Supported Remodeling Estimating Features Cost Database Supported Quote Management Supported Residential Construction Estimating Features Bid Management Supported Billing & Invoicing Supported Building Product Database Supported Change Orders Supported Customer Management Supported Project Management Supported Quote Management Supported Scheduling Supported Takeoff Supported Roofing Features Aerial Measurement Not Supported Billing & Invoicing Supported Checklists & Inspections Supported Commercial / Industrial Supported Dispatch Management Supported Lead Management Supported Photo Capture Supported Quotes / Estimates Supported Scheduling Supported Work Order Management Supported Tradesman Job Management Features Contract Management Supported Customer Database Supported Dispatch Management Supported For Builders Supported For Electricians Supported For Field Service Businesses Supported For HVAC Supported For Plumbers Supported For Roofers Supported Invoicing Supported Job Tracking Supported Payments Supported Quoting Supported Reporting Supported Scheduling Supported Time Tracking Supported Work Order Features Contract Management Supported Customer Database Supported Dispatch Management Supported Inventory Control Supported Job Management Supported Preventive Maintenance Supported Quotes / Estimates Supported Recurring Appointments Supported Routing Supported Scheduling Supported Task 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 Supported Routing Not Supported Scheduling Supported Service History Tracking Supported Technician Management 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 Supported Routing Not Supported Scheduling Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported
Integrations CardConnect Supported CardPointe Supported Google Supported Google Maps Supported QuickBooks Accountants Supported QuickBooks Desktop Premier Supported QuickBooks Desktop Pro Supported QuickBooks Enterprise Supported QuickBooks Online Supported QuickBooks Online Advanced Supported View All 10 Integrations	Integrations CardConnect Not Supported CardPointe Not Supported Google Not Supported Google Maps Not Supported QuickBooks Accountants Not Supported QuickBooks Desktop Premier Not Supported QuickBooks Desktop Pro Not Supported QuickBooks Enterprise Not Supported QuickBooks Online Not Supported QuickBooks Online Advanced Not Supported
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