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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.

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 Not 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

Companies searching for a solution to manage and improve their marketing campaigns and operations

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 Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not 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 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 Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

ServiceFactor
Founded: 1991
United States
www.servicefactor.com

Company Information

Simpro
Founded: 2002
USA
www.simprogroup.com

Alternatives

Alternatives

Ventus

Ventus

Vertical Market Software
Ascente

Ascente

Compusource

Categories

HVAC Supported
Plumbing Supported

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

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

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

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

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

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

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

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

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

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

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

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

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

Integrations

Aircall Not Supported
Cm3 Not Supported
Easyflow Not Supported
Elyos Not Supported
Espro Not Supported
GiveMe5.ai Not Supported
Google Calendar Not Supported
Groundplan Not Supported
KonnectzIT Not Supported
Link4 Not Supported
Oncord Not Supported
Senttr Not Supported
SolarPlus Not Supported
Spruce Not Supported
Square Payments Not Supported
TrueReview Not Supported
Tugger Not Supported
Wufoo Not Supported
Xero Not Supported
zzBots Not Supported

Integrations

Aircall Supported
Cm3 Supported
Easyflow Supported
Elyos Supported
Espro Supported
GiveMe5.ai Supported
Google Calendar Supported
Groundplan Supported
KonnectzIT Supported
Link4 Supported
Oncord Supported
Senttr Supported
SolarPlus Supported
Spruce Supported
Square Payments Supported
TrueReview Supported
Tugger Supported
Wufoo Supported
Xero Supported
zzBots Supported
Claim ServiceFactor and update features and information
Claim ServiceFactor and update features and information
Claim Simpro and update features and information
Claim Simpro and update features and information