Alternatives to JobGuard

Compare JobGuard alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to JobGuard in 2026. Compare features, ratings, user reviews, pricing, and more from JobGuard competitors and alternatives in order to make an informed decision for your business.

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    WEX Field Service Management

    WEX Field Service Management

    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.
    Compare WEX Field Service Management vs. JobGuard View Software for WEX Field Service Management
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    BuildOps

    BuildOps

    BuildOps

    Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry? Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports. - All your metrics can be reported from one place - Monitor field tech success, identify trends, and make data-backed decisions - Attach photos, videos and PDFs easily to invoices and quotes. - From service to projects and everything in between Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop". BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.
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    Service365

    Service365

    Service365 Inc.

    Service365 is an end to end field service management platform that manages customers and quotes, jobs, purchases, and invoicing all in one place. Scope out a quote for customer approval. Build a quote worksheet. Schedule your field service teams. Simplify project and cost management. Purchase materials and link them directly to jobs. Confirm all costs from purchase orders make it to the job. Generate invoices and send customer summaries for approval. All in one platform for a nominal monthly Service365 offers a seamless way to track customer contact data, transactions, communications, opportunities, and invoices in one place. Easy to use and extremely powerful. Plan your resources and client time today, tomorrow and into the future with confidence and commitment to your client’s success.
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    JGID

    JGID

    JGID

    Job Management Software. From quote to invoice, you can control every aspect of your business. Easily track & manage your business & equipment. Anywhere, anytime on any device. JGID – Just Get It Done! Has all the features needed in order to say goodbye to lots of add-ons & integrations. Trusted and tested by professionals worldwide. Say goodbye to those late night work headaches. Perfect for job management with extras!
    5.0 out of 5 stars 3 Ratings for JGID
    Starting Price: $99 per month
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    ViperJob

    ViperJob

    OneBazaar

    ViperJob is a quoting, invoicing and job-management app for tradespeople. It turns a spoken job description into priced quote lines using a saved price list, adds VAT and creates branded PDF quotes that customers can view and accept online. Users can track jobs from quote through payment, including deposits, part-payments, receipts and overdue invoices, and issue invoices with payment links. The app also includes customizable document templates, customer signatures, job photos, scheduling and reminders, job maps and mileage, VAT totals, per-job profit reporting and exports to accounting software and spreadsheets. Designed for trades such as handymen, locksmiths, electricians, plumbers, cleaners and installers, ViperJob supports offline work and is available for Android phones, tablets and Chromebooks.
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    Raslak Hub

    Raslak Hub

    Raslak Oy

    Raslak Hub is field service software built inside a real renovation company in Finland, now used by other small service teams. Crew log hours and photos on the phone straight to the job. Hours are approved before invoicing, and extra work is signed off by the client on the phone before it goes on the invoice as its own line. Quotes, jobs and invoices use the same data, so nothing is retyped. Clients follow visits, photos and invoices in their own portal. The Rax AI assistant drafts quotes from job photos and answers questions like which invoices are overdue. Connects to accounting and e-invoicing tools. For renovation and construction, painting, HVAC and plumbing, electrical, property maintenance, cleaning, landscaping, AV/IT and security installers. EUR 69/month + VAT, extra field user EUR 22/month, no setup fee, free 14-day trial.
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    Wrencher

    Wrencher

    Wrencher

    Wrencher is a Windows desktop app for sole traders and small trade businesses. It combines client records, quotes, job scheduling, alerts, invoices and mileage tracking. Users can prepare quotes with multiple options, convert quotes into invoices, and organize work in a week calendar. Intended users include electricians, plumbers, HVAC technicians, builders, landscapers and other tradespeople. The app runs on the user's computer after license activation, with no account, login or cloud service. It is for tradespeople who prefer local storage while managing quotes, scheduled jobs, client details, invoices and mileage in a desktop tool. Wrencher is offered for Windows. It has a 30-day full-feature trial and licenses at $99 per year or $299 for lifetime access. Its scope is day-to-day quoting and job administration rather than a broad field-service platform.
    Starting Price: $99/year or $299 lifetime
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    Chippie

    Chippie

    Chippie Australia Pty Ltd

    Chippie is a cloud-based job management app for trades and field-service businesses. It brings customer records, quotes, job scheduling and tracking, invoices, photos, and job documents into one workflow. Users can prepare and send quotes from a phone, convert accepted quotes into jobs, and create invoices from completed work. The app also supports recurring jobs, voice dictation, map views, team scheduling, and GST or VAT on quotes and invoices. Chippie is available through a browser and iPhone and Android apps, with live syncing across devices. Paid Professional and Team plans include two-way Xero sync. Designed for sole operators and small trade teams, Chippie serves arborists, carpenters, landscapers, handymen, and similar service contractors. The free tier supports one user and up to 20 jobs per month; paid tiers add unlimited jobs and more team capacity.
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    Squeegee

    Squeegee

    NexDynamic

    All your customers, appointments, invoices, payments, expenses and reporting in one place. Squeegee is designed to automate processes keeping admin to a minimum. It's easy for workers to use on any mobile device with real time updates so administrators can keep on top of the daily transactions. Set up schedules for recurring jobs once. Easily view the entire workload or per worker view and adapt the schedule as required. Generating an invoice couldn’t be simpler with Squeegee. Invoices can be created and sent automatically in seconds. Schedule in quote appointments and create quick quotes on the job that can be sent then and there for customer approval. Set up automatic payment methods and record in person transactions easily. Get started now with a free 30 day trial.
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    Sleepless Tradesman

    Sleepless Tradesman

    Sleepless Tradesman

    Sleepless Tradesman is an AI-powered quoting, invoicing, and job planning app built for tradespeople — electricians, plumbers, builders, roofers, carpenters, HVAC technicians, painters, tilers, and 40+ other trades. Key features: • AI Quote Generator — describe a job in plain English and get a professional itemised quote in under 2 minutes • AI Remote Quote — send a branded link to customers; they upload photos and answer AI-guided questions; no site visit needed • AI Invoice Generator — one-click quote-to-invoice conversion with PDF export • Job Planning — structured project plans with phases, materials, and timelines • Photo Analysis — AI assesses job-site photos to scope work and identify materials • Regulation Compliance — auto-detects Part P, Gas Safe, BS 7671, and other UK building regulations Available on iOS, Android, and Web. Supports 35+ countries and 26 currencies. Free tier available. No credit card required to start.
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    AllQuote

    AllQuote

    AllQuote

    AllQuote is a cloud-based job management and field service platform for trade contractors, commercial contractors, maintenance teams and other site-based service businesses. It brings customer enquiries, estimating and quotes, job scheduling and dispatch, crew coordination, job records, labour and materials costing, timesheets, stock, invoices, payment collection and accounting connections into one workflow. Teams can create quotes manually, manage recurring service work, capture job photos and forms, track crew time, and review job costs through completion. Higher-tier plans add plan takeoffs, purchasing and stock controls, compliance tools, reporting, an API, webhooks and Zapier connections. A companion mobile app supports field work such as job updates, photos, time, forms and stock handling. Available plans range from a limited free tier to paid subscriptions.
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    ThreeM

    ThreeM

    ThreeM

    ThreeM is a cloud-based CRM and job-management system for independent tradespeople and small contracting businesses. It brings customer enquiries from website forms, email, lead portals and configurable web tools into a sales pipeline, where users can schedule visits, record measurements, prepare branded quotes and collect customer approval and signatures. Quotes can be turned into work orders and invoices, with online iDEAL payment links, configurable payment reminders and invoice copies sent to bookkeepers. Optional website calculators and 3D configurators let prospective customers specify a job and submit its measurements and choices. ThreeM also provides calendar connections, customer and project records, maintenance workflows for installed equipment, and mobile-browser access for field work. Plans vary by user limits and features; 3D configurators are available on Groei and Premium plans, while API connections are included only with Premium.
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    Pencil Assistant

    Pencil Assistant

    Pencil Assistant

    Pencil Assistant is an AI assistant for UK tradespeople that works through WhatsApp. It helps users manage their diary, book jobs and site visits, prepare quotes and invoices, check merchants, and create marketing content while on the tools. Users can send voice notes or photos of handwritten site notes to generate professional PDF quotes and invoices, adjust line items, labor, or VAT, and ask questions about schedules, jobs, quotes, and invoices. The assistant can organize nearby jobs, suggest appointments, prepare customer follow-ups and reminders, and draft marketing posts. Plans include monthly allowances for messages and quotes, with a free Early Access option and paid Pencil and Pro tiers.
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    CleanFlo

    CleanFlo

    CleanFlo

    CleanFlo is cloud software for UK cleaning businesses, from sole traders to multi-site teams. It combines recurring and one-off job scheduling, staff rotas, customer and site records, quotes, surveys and a client portal. Cleaners can see assigned work, complete checklists, add photos and job reports, and use lone-worker check-ins and SOS alerts; the cleaner app supports offline work and 27 languages. Completed jobs can be converted into VAT invoices with BACS payment details, and overdue invoice reminders can be automated. Other tools include expenses, staff-hour records, risk assessments and method statements, COSHH records, accident reporting, waste transfer notes, and CSV exports for accountants. CleanFlo also provides a public business page and quote form. The cloud service has a flat monthly plan and a 14-day free trial.
    Starting Price: £19.99/month flat, unlimited u
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    Netto

    Netto

    Netto

    Netto is cloud bookkeeping software for freelancers and sole traders (eenmanszaak) in the Netherlands, in English and Dutch. It creates quotes and invoices, tracks work hours, sends payment reminders, and matches read-only bank transactions to invoices and receipts. Users add receipts by photo, email, or WhatsApp; Netto extracts amounts, categories, and VAT details for review. It prepares quarterly Dutch VAT returns, including EU-client transactions, and estimates income tax and qualifying work hours. Features include expense tracking, payment links, client records, and accountant access. Users can ask about their books in Netto or connect through ChatGPT, Claude, and other MCP-compatible apps to review figures and prepare drafts. Users approve actions before they are carried out. The service runs in a web browser on desktop and mobile; dedicated iPhone and Android apps are listed as coming soon.
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    Chalk CRM

    Chalk CRM

    ChalkCRM

    Chalk CRM is a web-based field service CRM for contractors and service businesses that quote and schedule work. It organizes customer records and leads, creates estimates from a price book, sends quotes by text or email, collects signatures and deposits, and converts approved work into scheduled jobs. The schedule offers day, week, month and route-map views, with crew scheduling, visit reminders, time tracking and job photos. Users can invoice customers, accept card or bank payments through Stripe, track balances, and automate reminders. Chalk also includes two-way texting, a customer portal, team permissions, reports, and data import and export. The AI plan adds ChalkBot for customer replies, booking and quote follow-ups; a developer API is available on that plan. It serves businesses such as painting, fence and deck staining, pressure washing, landscaping, cleaning, remodeling, handyman and pool care.
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    Yamate

    Yamate

    Yamate

    Yamate is the whole admin job for Australian solo tradies and small crews — not just the quote. Quote on site, invoice with PayID, and chase late payers automatically. Put tax and GST aside as you're paid, as an estimate you lodge yourself. Run payday properly: ATO withholding schedules, super on the right earnings, itemised payslips. Stay ahead of licences, insurance and SWMS before they lapse, with safe work method statements drafted for you to review and sign. Bring your old books across from photos of invoices and receipts. Push straight into Xero, or export plain CSVs. Built solo-first, with crews welcome — same flat price. $19/month, no lock-in.
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    Simplify Online

    Simplify Online

    Simplify-Online.co.uk

    Simplify Online is business management software built specifically for UK tradespeople, sole traders and small trade businesses. It brings customers, quotes, jobs, scheduling, invoices, expenses and everyday admin together in one simple system. Quotes and customer details stay connected as work progresses, reducing duplicate data entry and helping businesses keep track of what needs doing. Features include customer management, professional quotes, job management, invoicing, expenses, calendars and scheduling, staff management, reminders and business reporting. Customers can accept quotes online and pay invoices directly. Simplify Online is designed to work well on mobile as well as desktop, making it practical to use from the van, on site or in the office. The aim is simple: less time spent dealing with paperwork and more time running and growing the trade business.
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    CREW25

    CREW25

    CREW25

    CREW25 is cloud job management software for trades and construction businesses. It manages quotes, schedules, jobs and job costs in one workspace. Teams can quote from a price book or PDF plan takeoffs, send quotes for online approval and invoice in stages. Office staff coordinate service calls and projects on a shared schedule and map. Field crews can view their jobs, record hours and breaks, complete forms, add photos and notes, and update job stages. Office teams manage timesheets, purchase orders, supplier bills and stock, with costs and margins tracked by job. The platform also provides site and safety documentation, AI assistance for setup and routine tasks, and two-way Xero sync. It serves builders, carpenters, electricians, plumbers, painters, plasterers and landscapers.
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    TradesInvo

    TradesInvo

    TradesInvo

    TradesInvo is cloud-based business management software for UK tradespeople and small trade-service teams. It brings lead capture, customer and property records, quotes, job management, technician scheduling, invoicing and payment tracking into one workflow. Users can prepare quotes with UK VAT, assign work to team members, keep site and equipment notes with customer records, monitor overdue invoices, and automate follow-ups and review requests. Reporting dashboards help users track measures such as quote conversion, revenue per technician and lead sources. AI-assisted tools draft quote wording, follow-up messages, review replies and summaries for the user to review before sending. The platform is aimed at independent operators and small teams in trades such as plumbing, heating, electrical work and cleaning, with tools for managing enquiries through completed jobs and payment in a web browser.
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    Schaltwerk

    Schaltwerk

    Taktlotse

    Schaltwerk is cloud-based job and office software for painting and interior-finishing contractors. It combines customer and project records with room measurements, estimates, quotes, invoices, scheduling, time tracking, and project documents. Office staff work in a browser; field teams record project information and share documents in mobile apps. PDF-plan measurement works without LiDAR; room scanning requires a compatible LiDAR-equipped iPhone Pro or Pro Max. Check measurement results and generated documents before use. It targets German trade businesses and is hosted in Germany. Monthly plans vary by included users: Start includes five, Betrieb ten, and Professional twenty. Additional users cost extra. Optional setup, catalog-building, and data-migration services are available for a fee; self-setup is free, and Professional includes individual onboarding guidance. A 30-day trial requires no payment details and ends automatically; there is no permanent free version.
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    CrewHub

    CrewHub

    CrewHub

    CrewHub is a web-based crew and job management app for small construction and renovation businesses, with an iPhone app for field teams. Owners can assign workers to jobs, review schedules and tasks, and track job-site clock-ins; shifts save on the phone when offline and sync when connectivity returns. Recorded hours and rates feed pay summaries that can be exported for bookkeeping, while actual wage payments and statutory deductions remain outside the app. Teams can create quotes and HST invoices, convert approved quotes into invoices, record receipts and payments, and share selected job progress, photos and documents through a client view. CrewHub also provides job-based messaging and role-based access for owners, foremen, workers and clients. The crew app supports English, Ukrainian, Spanish, French and Russian.
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    StrikeHoney

    StrikeHoney

    StrikeHoney

    StrikeHoney is field service management software built for solo and small trade contractor crews in Canada - painters, landscapers, handymen, plumbers, and speciality trades like epoxy coating, tiling, and deck building. It combines lead tracking, quoting software, job management, and invoicing in one mobile app, with no download required. Core features: Unified lead inbox for calls, texts, and web forms. Quoting software with customer-approvable links and built-in deposit collection. Job tracking with status, photos, and notes. GST/HST-aware invoicing by province, with card, Apple Pay, Google Pay, and QR payment. Pricing: $24 CAD/month, or $19/month billed annually. One flat plan, no per-user fees. Built for Canada: CAD pricing throughout, GST/HST calculated automatically, support familiar with Canadian trade work.
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    Mucka

    Mucka

    Mucka

    Mucka is the AI admin assistant and voice receptionist for UK gas, heating and plumbing firms. Think of it as an ops manager who already knows how your firm works. Tell Mucka about a job by voice, WhatsApp or in the app, in your own trade language. Mucka prepares the quote, the booking, the invoice and the payment reminders. Nothing goes out until you approve it. Built for gas and heating work: gas, oil and HVAC certificates completed on site, even without signal; gas rate, ventilation, pipe sizing and heat loss calculators; job sheets signed at the door and issued as a PDF. Customers can accept and e-sign quotes online and pay on site. The voice receptionist answers calls under your business name, so you don't miss work while you're on a job. Teams get job assignment, a shared calendar and live job tracking. Mucka syncs with Xero, QuickBooks, Sage and FreeAgent, and runs on iPhone and Android. Free plan available, plus a 14-day free trial on paid plans.
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    SoloDesks

    SoloDesks

    SoloDesks

    SoloDesks is job management for a business of one: quoting, invoicing and job scheduling for solo tradespeople. Plumbers, electricians, painters, landscapers and handymen. Built for one person working alone, not a firm with staff to manage. Build an itemised quote on your phone while you are still on the job, and send it as a branded PDF. Your client opens a private link and taps Accept. An accepted quote becomes an invoice in one tap: same lines, same prices, no retyping. When an invoice goes quiet, Overdue Autopilot emails your client a nudge at 7 days, a firmer one at 14 and a final notice at 21. It goes out under your business name, replies come to you, and it stops the moment you mark it paid. Every job sits on a calendar with the client's address, so you can plan a day's route. VAT and CIS are handled properly, in pounds. Free plan, no card: 10 quotes, 10 invoices, and 10 online format a month, unlimited clients and jobs. Pro is 12 GBP a month, flat, never per use
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    MightyCrews

    MightyCrews

    Cloudline Software Ltd.

    MightyCrews is cloud-based field service management software for small trade and home-service businesses, including plumbing, HVAC, electrical, landscaping, roofing and cleaning companies. It brings customer records, estimates, job scheduling and dispatch, field-worker workflows, invoicing and payments together. Businesses can prepare tiered quote options for customer approval, accept online bookings, assign work to people or crews, and let field staff update jobs from mobile devices. Customer accounts support viewing service history, approving estimates, paying invoices and booking follow-up work. The Full Suite plan adds a website price estimator, review requests, memberships, timesheets, job-profit reporting and QuickBooks synchronization. MightyCrews offers a free plan with unlimited office and field-worker users; paid plans are charged per field worker, while office users remain free.
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    Yuman

    Yuman

    Yuman

    An easy to use CMMS. The most user-friendly computerized maintenance management system, loved by managers and technicians alike! Yuman, the CMMS that boosts your growth and productivity. Ending with paper, scattered files, administrative tasks, lack of visibility thanks to centralized information, enhanced collaboration and efficient workflows. Real-time communication with teams on the field. Intervention planning, route optimization. Digital maintenance record of equipment. Clients kept informed via email and text messages. Management of contracts, invoices and quotes. Powerful decision-support statistics.
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    Tradehand

    Tradehand

    Tradehand

    Tradehand gives UK sole traders and small trade businesses a whole office team without hiring anyone. It answers customer enquiries across phone, SMS, email, web chat and voice, then sends and chases quotes, books jobs, takes payment, and keeps customers updated, all under your own business name. Its free website comes with an instant-quote widget and booking connected to your calendar, so every enquiry can turn into booked, paid work without you doing the admin at night. Built for electricians, plumbers, gas engineers and every other trade.
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    TradePA

    TradePA

    TradePA

    TradePA is the AI job management personal assistant for UK trades. You tell your PA what you want, and it does the rest. Say the job while you drive: it writes the quote, priced from the figures you gave it, and hands it back for you to check before anything reaches the customer. When the customer says yes, it gets the invoice ready to send. When the money is late, it writes the reminder for you to send. Jobs go in your diary when you say it. Photograph a receipt and it files the expense against the job. Certificates (EICR, EIC, Minor Works, Landlord Gas Safety) are filled in by voice on site and signed on the screen. Customers pay by card link. Two assistant voices, Cara or Dave, both with wake words, and you can type instead if you prefer. Talk to your PA like you would talk to a real person. Built for sole traders and firms of one to three people who would rather be on the tools than doing paperwork. £10 a month, 14 days free, no card needed. Android now; iPhone is with Apple.
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    Dougal

    Dougal

    Dougal

    Dougal is a job scheduling and field-work management application for trade and service businesses. It helps coordinators and field workers organize customers, jobs, visits, calendars and follow-ups. Each job keeps a chronological record of notes, photos, visit activity and billing links, so teams can review previous work and coordinate the next step. Field users can view assigned visits, add notes and photos, record time and access job information. Office users can schedule and review work, generate timesheets, manage quotes and invoices, and import records from supported accounting and contact sources. Dougal is designed for sole traders and teams in plumbing, electrical, HVAC, maintenance, installation, inspection and other businesses that send workers to customer sites. It helps teams coordinate field work and keep job records in one place.
    Starting Price: $7.99/user/month
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    TradeKwote

    TradeKwote

    TradeKwote

    TradeKwote is AI-powered quoting and invoicing software built specifically for UK tradespeople, plumbers, electricians, plasterers, landscapers, and builders. It turns rough, on-site job notes into a professional, branded PDF quote in under 60 seconds, with VAT calculated automatically and pricing broken down line by line. Once a client accepts the quote, it converts into an invoice with a single click, so there's no need to redo any work or switch between separate tools. TradeKwote was built by a former carpenter who got tired of writing quotes by hand at the kitchen table every night, and it's designed around how tradespeople actually work on-site — fast, mobile-friendly, and free of unnecessary admin. Every quote and invoice carries your own branding, so customers see a polished, consistent presentation regardless of how busy the job schedule gets.
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    Love Invoicing

    Love Invoicing

    Love Invoicing Ltd

    Love Invoicing is cloud-based job management, field service management and invoicing software for tradespeople and small businesses. It helps businesses manage customers, create quotes, schedule and assign jobs, manage field workers, capture GPS and timestamp-backed proof of work, create invoices, track full and partial payments, manage products and inventory, and generate operational, payroll and profitability reports. Love Invoicing also includes a dedicated Team app for field workers with restricted role-based access, while the business owner retains control of customers, pricing, invoices and financial information. The platform is available on web, iPhone, iPad and Android.
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    Ascora

    Ascora

    ASC Software

    See the details and track all history with your customers. Track the Equipment or Asset being serviced and see a full-service history of every visit. Easily see a full list of all jobs you've been scheduled against for today, tomorrow, this week or next. Take photos from your tablet and upload them straight against the Job or Quote. See all Job details entered by the Office along with any associated documents or manuals. Create a follow-on Quote from a Job or a brand new Quote quickly and easily. Receive notifications from the office via push notifications or SMS on updated Jobs. With only one tap turn your Job into an Invoice while out in the field. Allocate parts from your current price list or create special write-ins as needed. Collect your Customer's signatures right on your iPad and it's recorded against the Job. Check in and out of jobs and Ascora will track the actual time used.
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    CamVerion

    CamVerion

    Corposol Research India

    CamVerion is cloud-based business management software for CCTV installation and security system companies. It supports the full job lifecycle, from lead capture through final payment. Teams can track leads by source, including an optional Chrome extension that adds WhatsApp Web chats as leads; schedule site visits; create quotes from templates and an item catalog; and send branded PDFs by WhatsApp, email, or secure link. Approved proformas can automatically create purchase and installation jobs, which move through defined stages to customer sign-off. Field engineers can use a phone browser to clock in and out with location, log job hours, upload site photos, and submit expenses with bill photos. Office teams can manage service calls, attendance, leave, and unpaid invoices, while owners monitor sales and open quotes on a dashboard. Plans include the same features, with monthly pricing based on user limits.
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    Zebu

    Zebu

    Zebu HQ

    Zebu is cloud-based field service management software for home-service and other appointment-based businesses. It combines lead and customer management, quoting, scheduling and dispatch, technician workflows, invoicing, payments, and reporting. Teams can create quotes from a price book, collect approvals and deposits, assign jobs on a dispatch board, and give technicians a mobile app with offline access. Customer-facing tools include online booking, quote approval, invoice payment, and visit rescheduling through a portal. Zebu also supports recurring jobs, checklists, automated reminders, review requests, and lead follow-up. It serves HVAC, plumbing, electrical, cleaning, landscaping, roofing, painting, pest control, and related trades. QuickBooks Online synchronization is included; Xero synchronization is an add-on. It is designed for owners, office teams, dispatchers, and field technicians.
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    SMASH Invoices

    SMASH Invoices

    SMASH Invoices

    SMASH is an AI-powered voice invoicing platform designed to help tradespeople and service businesses create quotes and invoices simply by speaking into their phones. The platform converts spoken job descriptions into professional invoices, quotes, and payment-ready documents in under a minute. Users can describe the work completed out loud, and SMASH automatically generates detailed scopes of work, applies labor rates, calculates GST, and formats the invoice professionally. The software learns each business’s pricing structure, job types, and invoicing style by analyzing a few previously uploaded invoices. Customers can receive quotes and invoices instantly, approve them with one tap, and make payments directly from their phones. SMASH also tracks document activity, allowing businesses to see when invoices are viewed, approved, or paid in real time.
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    CMA

    CMA

    Use CMA

    CMA is a client management software platform built specifically for tradespeople and solo service professionals looking to simplify business operations. The platform combines client management, professional quoting, invoicing, scheduling, messaging, and file sharing into one easy-to-use dashboard. CMA helps tradespeople reduce administrative work by replacing spreadsheets, scattered messages, and manual paperwork with a centralized system. Users can create itemized quotes, convert them into invoices, and collect payments online directly through the platform. The software also includes appointment scheduling tools that allow clients to book available time slots without constant back-and-forth communication. CMA provides a branded client portal where customers can view quotes, invoices, documents, and updates in one organized space. Additional features include client messaging, checklists, portfolio management, and Xero integration for accounting automation.
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    Griffi
    Griffi is a cloud-based digital office assistant for trades and small service businesses. It brings customer enquiries, contacts, cases, tasks and business knowledge into one workspace. The optional AI Phone module answers and qualifies calls, records requests and can book appointments according to configured rules. Website chat captures questions and contact details, with live human takeover, while the optional inbox module sorts incoming email and prepares reply drafts. Griffi also prepares quotes, order confirmations, delivery notes, invoices, e-invoices and reminders, and supports appointment booking, calendar synchronization and SMS reminders. Users review and approve document drafts and configured actions before finalization or sending. Accounting exports include CSV files and a DATEV booking-data file; available workflows depend on the selected plan, modules and setup.
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    Clik Service
    Your centralized hub for everything from job sheets to invoices, quotes, and CRM. Clik Service is your all-in-one platform for job management, scheduling, planned maintenance, inventory management, invoicing, quoting, client communications, reporting, and more. Schedule jobs and track them from start to finish, send jobs to engineers when they’re out in the field and get updates when work is completed or a quote is accepted. Assign the right jobs to the right engineer at the right time and plan your work so you're always ontop of upcoming and ongoing work. Create bespoke reports that give you the latest stats on jobs and financials so you can track targets and plan ahead. Discover trends and gain invaluable insights into each area of your business.
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    ShopBoard

    ShopBoard

    ShopBoard, LLC

    ShopBoard is field service scheduling and dispatch software for small HVAC, plumbing, electrical, and related trade businesses. Its shared drag-and-drop board displays each technician's jobs alongside a dock for unscheduled work, helping office staff assign and rearrange calls. Field technicians can view jobs on a phone, receive on-the-way messages, and add job photos and customer signatures. The software supports good/better/best quotes with customer-facing links, job-based invoicing, and Stripe card payments. ShopBoard also presents unpaid invoices and quotes in dollar amounts, giving shop operators a view of work awaiting approval or payment. It is intended for shops with about one to eight trucks and offered as a SaaS subscription. The workflow brings scheduling, estimates, technician updates, and invoicing together around each service job.
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    Hexvan

    Hexvan

    ACL Software BV

    Hexvan is a browser-based job management app for independent tradespeople and small trade businesses, including plumbers, electricians, heating engineers, roofers, carpenters and decorators. It organizes daily jobs and reminders in a time-ordered agenda with a map and one-tap directions, and keeps customers, suppliers and subcontractors in a shared address book with visit, quote, invoice and receipt histories. Users can prepare quotes on site, capture signatures on a phone or through a customer link, convert accepted quotes to invoices, track overdue invoices, issue credit notes and photograph receipts. Period-based exports package sales, taxes, expenses and receipt images for an accountant. Hexvan also generates an editable one-page business website and includes a free local trades-directory listing with no lead fees. It runs in a browser on phones, tablets and computers, with shared team access.
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    WrkGenie

    WrkGenie

    WrkGenie

    WrkGenie is job-management software for UK sole traders and small service teams that need to organise customer work from enquiry through payment. It brings customer records, quotes with e-signing, bookings and a calendar, invoices, and payment recording into a web app with native iPhone and Android apps. Users can link quotes, bookings, invoices and customer history, work with key records offline and sync changes when they reconnect, and send invoice payment links through a connected Stripe account. The Pro plan adds expense tracking, profit insights, staff scheduling, and customer booking invitations and reminders. WrkGenie is aimed at cleaners, plumbers, electricians, gardeners, mobile hairdressers and other UK field-service businesses, from one-person operations to small teams. A 14-day trial is available; online payments, e-signing and AI writing support require an internet connection.
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    HiRentalsHQ

    HiRentalsHQ

    HiRentalsHQ

    HiRentalsHQ is event rental management software for party hire and rental businesses handling furniture, décor, and tableware. It organizes customer records, quotes, bookings, owned and sub-hired inventory, and warehouse preparation. Teams can coordinate vehicles, staff, deliveries, returns, and invoicing. OfficeApp supports office operations, while restricted MobileOps gives drivers assigned jobs and quantities without exposing prices, invoices, accounting, or payroll. Staff can attach customer signatures and operational photos to bookings, and record good, damaged, missing, or outstanding returns; outstanding items keep the return open. Assisted accounting and AI Receipt require review and approval before posting. HR tools cover employees, leave, payroll, and payslips. Documents can be shared by email or WhatsApp. Subscriptions include five users, one location, and 50 monthly AI credits; additional capacity costs extra.
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    Accelerator CC

    Accelerator CC

    Accelerator CC

    Take control and deliver results with a consolidated, easy-to-use, mobile-first platform. Built by janitorial professionals, for janitorial professionals. Create customized mobile QC inspections, capture signatures, photos and even make comments! From recurring services to tag jobs, from before and after photos to customer reporting, never skip a beat! Automate the quote-to-work order, to invoice process; ensure all your work is invoiced and money is not left on the table! Easily extract actionable insights into the performance of your entire organization, service location or even employee! Provide your clients access to a digital logbook, inspection report and work order management all through your branded portal! Forget emails, text messages and phone call requests, centralize your requests into a single dashboard all captured, digitally, from the field! Time is of the essence, deploy solutions to your team and customers at the speed of light!
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    PropertyPromoKit

    PropertyPromoKit

    The Yerg LLC

    PropertyPromoKit is a web-based job and estimating workspace for owner-operated contractors and small trade crews. It brings customer and project records together with job photos, checklists, cost entries, quotes, approvals, and invoices. Contractors can start an estimate from typed scope, job photos, or a recorded walkthrough, then review and edit the AI-generated draft, including its measurements, materials, labor, quantities, and pricing, before sharing a customer quote. The Android companion app supports account-based project work and separate local field notes, photos, and PDF reports for offline use. The product is intended for residential remodelers and flooring, painting, drywall, plumbing, electrical, handyman, and general-contracting businesses. Online workspace records require an internet connection; offline field records are stored on the device and do not automatically sync.
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    SnapSuite

    SnapSuite

    SnapSuite

    All-in-one field service management software. Automate & grow your business. Improve customer service, manage projects, close deals faster and view real-time progress of your business’s day to day activities. Dispatch jobs directly to field workers and technicians through our mobile app or via text message and get real-time status updates. Generate Microsoft Word quotes from your existing templates in one click. Automatically attach and send related brochures with quotes. Convert quotes to Work Orders with one click. Automatically update Work Order status based on configured rules and field workers updates. Monitor inventory levels in multiple locations and automatically generate purchase orders when the stock is low. Find any document, quote, purchase order or invoice by item number, status, job type, technician or by company and see all related documents, notes and job history all in one place. No more duplicating orders and invoices.
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    Knockround

    Knockround

    Knockround

    Knockround is a job, quote and invoice app for UK tradespeople, including plumbers, electricians, roofers, builders, cleaners, gardeners and window cleaners. It keeps enquiries and jobs on one board, from initial enquiry through quote sent, booked, done and paid. Tradespeople can send quotes by WhatsApp, text, email or link, and customers can accept with a tap. Numbered invoices include a Pay button, so customers can pay by Apple Pay, Google Pay or card through a link, or scan a QR code displayed on the tradesperson’s phone. Payments go to the tradesperson’s own Stripe account. Repeat customers return at their own intervals, with the day’s visits organized on a map and a four-week calendar. Knockround prepares messages that open in the tradesperson’s own WhatsApp or text app. It also supports Excel and CSV imports, bank statement matching, bulk price increases and reports on the value of work.
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    Rodify

    Rodify

    Rodify LLC

    Rodify is cloud-based shop management software for hot rod, custom automotive, restoration, and fabrication businesses. It brings build planning, estimates, parts inventory, technician work, invoicing, and customer updates into one workspace. Shops can organize projects with Kanban boards, timelines, checklists, staff assignments, and vehicle records, while tracking labor, parts, and build progress. Estimating tools generate editable scopes with labor and parts pricing, and inspections can feed estimate creation. Teams can log time, manage job tasks, and post photos and updates from a mobile-friendly staff app. A customer portal provides build status, progress photos, estimate approvals, documents, and invoice payment. Rodify also supports milestone and recurring invoices, inventory levels, and customer records for shops managing long-running custom builds from initial quote through final billing.
    5.0 out of 5 stars 1 Rating for Rodify
    Starting Price: $199/month
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    Contractor+

    Contractor+

    Contractor+

    Every field service business has unique needs. Everyone has different methods of completing estimates, sending invoices, getting paid, scheduling jobs, and communicating with clients and employees. It’s important the software you use to run your business adapts to the way you do business. Contractor+ is the perfect solution. When your business is running smoothly, you can quickly start taking on more jobs and hiring to expand your team. Contractor+ helps position you for the growth you’ve been hoping to achieve. View all of your client’s information in one convenient dashboard. Their billing information, their properties, related contracts, estimates, invoices, payments, photos, videos, notes. Anything and everything you need to know about each individual client – in one place. After your client has approved an estimate, you can automatically generate an invoice from the details on the estimate.
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    Between

    Between

    Between AS

    Between is an all-in-one field service management platform for service businesses. It brings work orders, scheduling, CRM, customer history, quotes, invoicing, time tracking, documentation and payments together in one system. Teams can plan and assign jobs, keep field workers updated in mobile apps, document completed work with photos and checklists, register hours and materials, prepare quotes and invoices, and follow up customers from a single cloud platform. Between supports iPhone, iPad, Android and web-based workflows and is built for businesses delivering services in the field.