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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

Simpro is field service management software for trade and service businesses that manage work across the office and the field. The platform helps teams coordinate estimating, quoting, scheduling, dispatch, job management, invoicing, reporting, customer communication, inventory-related work, assets, and maintenance workflows in one system. Simpro supports contractors and service organizations in industries such as HVAC, plumbing, electrical, fire and security, facilities maintenance, and other residential and commercial trades. Field teams can access job information on mobile devices while office teams manage schedules, customer details, invoices, and operational reporting. Simpro Lightning adds an AI intelligence layer designed to help field service teams ask questions, find insights, and support day-to-day decision-making from their business data.

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

Trade and service businesses, including HVAC, plumbing, electrical, fire and security, facilities maintenance, contractors, and other commercial or residential service teams.

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 Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Monthly user based
Free Version Supported
Free Trial Supported

Pricing

Our pricing is designed to fit your business, tailored to your team size, whether in the office or field, and customized to include the add-ons you need to achieve real results. You can choose monthly or annual billing to align with your budget, so you can focus on delivering profitable projects to grow your business without compromise.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 4.7 / 5
features 5.0 / 5
design 4.7 / 5
support 5.0 / 5

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

Simpro
Founded: 2002
USA
www.simprogroup.com

Alternatives

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Categories

Categories

CMMS Supported
Forms Automation Supported
Garage Door Supported
HVAC Supported
HVAC Estimating Supported
Job Costing Supported
Plumbing Supported
Pool Service Supported
Quoting Supported
Service Dispatch Supported
Work Order 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

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 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

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 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

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

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

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

Electrical Estimating Features

Billing & Invoicing Supported
Change Orders Supported
Cost Database Supported
Project Management Supported
Quotes / Proposals Supported
Takeoff 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

Contractor Management Features

Contractor Database Supported
Insurance Tracking Not Supported
License Tracking Not Supported
Permit Tracking Supported
Skills & Competencies Not 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

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 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

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 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

Plumbing Estimating Features

Change Orders Supported
Commercial / Industrial Supported
Cost Database Supported
Data Import / Export Supported
Fitting Management Supported
For General Contractor Supported
Overhead Costs Estimating Supported
Prebuilt Assembly Supported
Quotes / Proposals Supported
Takeoff Supported

Tradesman Job Management Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
For Builders Not 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

CMMS Features

Asset Tracking Supported
Calibration Management Not Supported
Inventory Control Supported
Key & Lock Management Not Supported
Mobile Access Supported
Preventive Maintenance Supported
Purchasing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Equipment Maintenance Features

Customer Database Supported
Dispatch Management Supported
Equipment Tracking Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Warranty Tracking Supported
Work Order Management Supported

Facility Management Features

Asset Management Supported
Commercial Properties Supported
Equipment Management Supported
Facility Scheduling Supported
Incident Management Not Supported
Inspection Management Supported
Inventory Control Supported
Maintenance Tracking Supported
Preventive Maintenance Supported
Residential Properties Not Supported
Room Scheduling Not Supported
Schools Supported
Space Planning Not Supported
Vendor Management Supported
Visitor Management Not Supported
Work Order Management Supported

Garage Door Features

Billing & Invoicing Supported
Contract Management Supported
Customer Management Supported
Dispatch Management Supported
Equipment Tracking Supported
Inventory Management Supported
Job Costing Supported
Scheduling Supported
Warranty Tracking Supported

Inventory Management Features

Alerts/Notifications Not Supported
Barcoding / RFID Not Supported
Forecasting Supported
Inventory Optimization Supported
Kitting Supported
Manufacturing Inventory Management Not Supported
Mobile Access Not Supported
Multi-Channel Management Supported
Product Identification Supported
Reorder Management Supported
Reporting/Analytics Supported
Retail Inventory Management Not Supported
Supplier Management Supported
Warehouse Management Supported

Job Costing Features

Bills of Material Supported
Budgeting & Forecasting Supported
Change Orders Supported
Cost-to-Completion Tracking Supported
Invoice Management Supported
Overrun Reporting Supported
Percent-Complete Tracking Supported
Production Cost Tracking Supported
Purchase Order Management Supported
Quotes / Estimates Supported
Time Tracking Supported
Work Order Management Supported

Maintenance Management Features

Asset Tracking Supported
Billing & Invoicing Supported
Calibration Management Not Supported
Dispatch Management Supported
Inventory Control Supported
Inventory Management Supported
Key & Lock Management Not Supported
Mobile Access Supported
Planning Calendar Supported
Predictive Maintenance Supported
Preventive Maintenance Supported
Purchasing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Pool Service Features

Billing & Invoicing Supported
Chemical Readings Not Supported
Customer Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Supported
Work Order Management Supported

Preventive Maintenance Features

Condition Monitoring Supported
Inspection Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Predictive Maintenance Supported
Purchasing Supported
Reminders Supported
To-Do List Supported
Vendor Management Supported
Work Order Management Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Security System Installer Features

Billing & Invoicing Supported
Customer Management Supported
Document Imaging Supported
Inventory Management Supported
Job Costing Supported
Lead Management Supported
Quotes / Estimates Supported
Scheduling Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management 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 Not Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Aircall Not Supported
CardPointe Supported
Cm3 Not Supported
Easyflow Not Supported
GiveMe5.ai Not Supported
Google Calendar Not Supported
Groundplan Not Supported
KonnectzIT Not Supported
MYOB Not Supported
Oncord Not Supported
QuickBooks Desktop Pro Supported
QuickBooks Enterprise Supported
Spruce Not Supported
Square Payments Not Supported
TrueReview Not Supported
VoIPstudio Not Supported
Wufoo Not Supported
zzBots Not Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Aircall Supported
CardPointe Not Supported
Cm3 Supported
Easyflow Supported
GiveMe5.ai Supported
Google Calendar Supported
Groundplan Supported
KonnectzIT Supported
MYOB Supported
Oncord Supported
QuickBooks Desktop Pro Not Supported
QuickBooks Enterprise Not Supported
Spruce Supported
Square Payments Supported
TrueReview Supported
VoIPstudio Supported
Wufoo Supported
zzBots Supported
Claim Orcatec and update features and information
Claim Orcatec and update features and information
Claim Simpro and update features and information
Claim Simpro and update features and information