Alternatives to Pencil Assistant
Compare Pencil Assistant alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Pencil Assistant in 2026. Compare features, ratings, user reviews, pricing, and more from Pencil Assistant competitors and alternatives in order to make an informed decision for your business.
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1
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. -
2
Jobber
Jobber Software
Jobber is designed to save field and home service providers at least six work-hours per week. Jobber's tools include Dispatching, GPS tracking, Estimates, Invoices & Quote Tracking, Scheduling, and Payment Processing. Jobber focuses on making small businesses more successful by assisting with tools to manage their operations from anywhere with their easy-to-use mobile cloud-based software.Starting Price: $9 per month -
3
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. -
4
GeoOp
Geo
GeoOp is job management software for small businesses working in trades and services looking to simplify their day-to-day tasks. Its a complete toolkit to help businesses save 14 hours on admin time a week, win more jobs and get paid faster. Assign jobs, create quotes and invoices, fill out timesheets and integrate directly with accounting software - GeoOp does all this and more. With GeoOp, you can replace annoying and time-consuming paper processes that are holding your business back. GeoOp is our next-generation app that allows Trade and Home/Field Service business to manage quotes, schedule jobs to staff, track job completion, send invoices and get paid faster. The GeoOP job management software helps you feel more in control by bringing all your existing manual processes online into our easy to use apps and web console. Enter client/job information once, and manage your jobs from quote to payment, saving up to 14 hours a week in admin/paperwork.Starting Price: $17 per user per month -
5
Fergus
Fergus Software
Fergus is an innovative cloud-based Job Management software that facilitates the essential task required to run a trade-based operation. Intended to work for an individual professional or teams, the platform offers a full workflow organizer from quoting to invoicing and everything in between.Starting Price: $40.00/month/user -
6
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.Starting Price: £0/month -
7
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.Starting Price: £15/month -
8
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.Starting Price: £29 or £49 -
9
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 -
10
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.Starting Price: $20/month -
11
JobGuard
Vedalo Ltd
JobGuard is a quoting, extra work approval and invoicing app for UK sole traders and small trade businesses. It runs on the web and Android. Users create quotes from photos and a voice or text description, review suggested price ranges and send the agreed figures to the client. Clients sign quotes and approve extra work through a link and PIN, without creating an account. Each change can include photos, scope and a price, with a dated approval kept in the job record. Invoices are prepared from the quote, approved extras and payments received, with UK VAT and CIS workflows. Job records bring together photos, notes, receipts and approvals. The Team plan adds workers' site reports and a team calendar. A free plan covers up to two jobs with no payment card required.Starting Price: £0 -
12
Griffi
n3tz
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.Starting Price: €49/month -
13
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.Starting Price: £49/month -
14
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.Starting Price: $19.99/month -
15
ToolTime
ToolTime GmbH
ToolTime is job management software for tradespeople, enabling them to effortlessly handle their paperwork and processes. With its easy to use cloud-based software and mobile app, ToolTime empowers tradespeople with improved communication and smoother workflows, whether they're on-site or in the office. In just a few clicks, users can save time and money by generating quotes and invoices in seconds, scheduling appointments, documenting jobs, tracking time and accessing job information from any device (even offline). ToolTime users benefit from fast and reliable customer service at no additional cost, regular updates and new features.Starting Price: £43 per month -
16
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 useStarting Price: £12.00/month -
17
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.Starting Price: £30 per month -
18
readywhen
readywhen
readywhen is a cloud-based AI assistant for owner-led small businesses that helps keep customer and internal commitments moving. It connects to tools such as Gmail, Google Calendar, Google Meet, Slack and Notion, then identifies promises, decisions, follow-ups and deadlines across messages, meeting records and documents. The service builds context around customers, suppliers, work and prior conversations, and presents priorities, reminders and suggested next steps. It can prepare drafts such as replies, follow-up notes, quotes and invoice chasers for review; connected actions wait for user approval before being sent. A workspace app provides a place to review what is due, underway or waiting. ready when is aimed at people running small businesses and supports coordination across common email, calendar, chat, meeting and document tools without requiring those tools to be replaced.Starting Price: $0 -
19
Vorker
Vorker.ai
Vorker is an AI coworker for small businesses designed to help teams complete real business tasks instead of simply answering questions. It works inside the tools companies already use and supports everyday work such as handling emails, researching companies and markets, creating quotes and proposals, drafting outreach messages and LinkedIn posts, organizing notes and documents, and automating repetitive administrative tasks. Vorker can learn about a business, its products, and its ideal customer profile, then search lead databases and the web for relevant prospects, gather contact information, and prepare personalized outreach and follow-up. It can monitor important emails, draft relevant replies, review calendars, suggest preparation tasks before meetings, manage scheduling conflicts, send invites, assist with meeting notes, and recommend follow-up actions. The AI can also provide tailored business advice based on company context and established business practices.Starting Price: €25 per month -
20
Suivizy
Suivizy
Suivizy is a SaaS invoicing and quote management software for freelancers, tradespeople and small businesses. It helps users create quotes and invoices, collect electronic signatures, automate follow-ups for pending quotes and unpaid invoices, track payments, send reminders by email or WhatsApp, and manage customer activity from one place. Suivizy also includes AI-assisted quote creation, accounting exports, team access and upcoming mobile apps.Starting Price: $0 -
21
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.Starting Price: £14.99 -
22
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.Starting Price: A$29/month -
23
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.Starting Price: $19/month flat -
24
ProWorks
ProWorks
ProWorks reduces the administrative burden that slows down tradespeople. Our platform delivers end-to-end job management, from enquiry and scheduling to quotes, timesheets, subcontractor coordination and invoicing, purpose-built for small to medium trade businesses. Unlike generic software, ProWorks embeds local trade knowledge (e.g., CIS, VAT) and supports subcontractor-heavy workflows with intelligent syncing between companies and a built-in customer portal. We launched in 2023 and primarily work with businesses in the UK.Starting Price: £25 -
25
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.Starting Price: $350 per month -
26
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.Starting Price: £10/month -
27
HomeService.Cloud
Home Service Cloud
Simplify Your HVAC/Plumbing Business. Get More Done, See More Profits, Feel Less Stress. Appointment & Dispatch Tracking. One-Click Invoicing. Online Payments, Straight to your Bank. Store & View Customer Records. Central Scheduling and Dispatch Board. An easy-to-manage board that everyone can view and operate. Work Order Management. Easily collaborate and track work order information. Upload pictures, create appointments, and add work order notes for everyone on your team to view. Contact Management. Easily track your customer, contact, location, and work order history for all of your customers. Track your marketing sources to know which marketing campaigns are generating the most customers. Billing/Invoicing. Create Invoices & Quotes while on the road, Can be texted and emailed to your customers. Customers pay online with a simple click, deposited directly into your bank account. Quickbooks Integration. Have your invoices and payments automatically recorded in Quickbooks. -
28
QuoteNest
QuoteNest
QuoteNest is a web-based quoting and client-management application for independent cleaning and other home-service operators, including residential cleaners, carpet cleaners, window washers, handymen and contractors. Users enter property and job details to calculate service estimates and generate proposal text with AI assistance. The system supports client records, quotes, invoices, booking schedules and automated customer reminders. Quotes and billing messages can be sent through WhatsApp, while users can initiate text messages from a mobile device. A browser-based dashboard provides access to clients, bookings, quotes, invoices and reminders, with an estimator for square footage, rooms, bathrooms and job type. QuoteNest is designed for owner-operators and small service businesses that want to prepare estimates, communicate with customers and organize routine service work.Starting Price: $12.00/month -
29
Powered Now
Powered Now
Powered Now is the UK's #1 Business Management Software for trade businesses. Invoice and quote from anywhere, produce forms & certificates, record your supplier expenses, schedule your diary, track & chat with your team and send fully customisable documents such as job sheets, quotes & invoices. All data is backed up and syncs between your devices (iOS, Android, Mac & PC). Also works offline. Trade businesses come in lots of different shapes and sizes, we know there is a big difference between a one-man band electrician, a team of heating engineers or a building company. For 8 years at Powered Now, we've tried hard to make all of your paperwork as easy as possible to create and handle. We help you stay on top of your business, with everything in one place and great communication between the office, your field workforce and your customers. More Profit, Less Effort - Go Digital with Powered Now.Starting Price: £15 -
30
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.Starting Price: £19 -
31
Workforce Manager
AutoVu Solutions
A cloud based job management diary that you can access from anywhere. Send jobs directly to your site engineers mobile app or allow them to see a list of all outstanding jobs within their service route. Your user account is free for 14 days. With everything to gain and nothing to lose, give AutoVu a try today and start growing your business with our professional field service management tools. An introduction to Workforce Manager from AutoVu Solutions, the Field Service Management Application for the small to medium-sized business. This short video gives a general overview of Workforce Managers field service management core elements. We cover aspects of the diary management system for a detailed view of each engineer's schedule, Navigation and visual location of the customers property, and work order management. AutoQuote for detailed instant quotations, purchase orders and invoicing are also discussed within the video.Starting Price: $25 per month -
32
Tradiecore
Tradiecore
The Tradiecore app is designed to ease the burden of everyday admin for trade businesses. Quoting, invoicing, and job management tools are powerful individually. We put them all in one place, making it easier for you to manage your trade business. Stop searching for paper or scrolling through emails. Whether it's a new or existing customer or even a hipages customer, you can create quotes and invoices on the spot. Send quotes and invoices from the palm of your hand. Having everything in the Tradiecore app gives you greater visibility over your job progress and customers. Make it easier to manage your jobs and customers by having them all in the same spot. You can contact your customers directly from the Tradiecore app, via call, SMS, or email. Create appointments for your jobs and export them to your calendar for better time management. Connect Tradiecore to your accounting software. Our integrations include Xero, Quickbooks or MYOB. -
33
Geo
Geo
GeoNext is easy to use job management software that helps making running a field service business easier. Schedule jobs, send quotes on the go, manage your team all in one platform. Migrate your manual paperwork and processes into software that gives you everything you need to manage your jobs: quote, allocate jobs, schedule and invoice all in one platform. Everything you need to manage your jobs: Add jobs and job details; see who’s busy and able to take the job on schedule and allocate to your team, take photos and store notes; and produce an invoice when the job’s complete! Quickly and easily see what’s happening with your team with GPS tracking, assign jobs based on who’s closest, and maximize the efficiency of your team. Quickly and easily see what’s happening with your team with GPS tracking, assign jobs based on who’s closest, and maximize the efficiency of your team. -
34
Deviz Rapid
WEB MINDS SRL
Deviz Rapid is a Romanian quoting, invoicing and contract platform for tradespeople and small construction firms. Build a detailed estimate on your phone at the job site, with materials and labor listed separately and VAT calculated automatically, then send it to the client on WhatsApp, email or a share link for approval and digital signature. Turn an approved estimate into an invoice in one click, including submission to the Romanian ANAF e-Factura system. An AI worksheet scanner reads handwritten job sheets from a photo and turns them into estimate line items you review before saving. Deviz Rapid also generates contracts from estimates, splits jobs into payment stages, tracks collections per job, and keeps client records, work addresses and site notes in one place. Used by plumbers, electricians, painters, tilers, drywall and roofing crews. Free plan available with no card required; runs in any browser on phone, tablet or laptop.Starting Price: Free; paid plan 19 RON/month -
35
Zapia
Zapia
Zapia is a personal AI assistant for Latin America that helps people save time, save money, and get everyday tasks done through WhatsApp, the Zapia app, or the web. Users can ask Zapia what they need by text or voice, and the assistant can organize the day, manage WhatsApp messages, handle emails, find the best prices, compare products, check stock and availability, create quotes, make reservations, set reminders, schedule actions, and help with routine tasks. Zapia is built around the way people already communicate, making AI feel as simple as sending an audio message or chatting with a friend. It can transcribe and summarize WhatsApp voice notes, reply to messages, schedule WhatsApp messages, summarize conversations, identify pending tasks, analyze PDFs, summarize news and videos, search the web, and help users find products or services nearby with real options instead of just links.Starting Price: Free -
36
Clik Service
Clik
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. -
37
Workever
Workever
Grow your trade or service business with a software and mobile app that keep your jobs on track and everyone connected. Our field service management software allows you to say goodbye to masses of paperwork and start having all of your job information available online whenever you need it. Organize your back office and cut admin costs. Our job management software & mobile app helps your business grow without breaking the bank. Cloud based software to make your business more efficient both from a job management & job scheduling perspective. Manage jobs, quotes, invoices, customers and schedules all within a single, affordable app. Get more done with less effort! Field engineers love our software! Improve service delivery & overall business organization. Create jobs, quotes, invoices, purchase orders and forms electronically. Get vital data from your team and track Job progress. Photos, notes, customer signatures and timesheets keep you instantly updated.Starting Price: $23.20 per month -
38
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.Starting Price: $19 per month -
39
Axiom Blue
AxiomBlue Pty Ltd
Axiom Blue is job management software for small trade and service businesses, with quotes, scheduling, jobs, invoicing and customer records on web, iOS and Android.Starting Price: Free; from AU$29/mo ex GST -
40
Tradiespace
Tradiespace
Australia's first true home of the trades. Tradiespace is Australia's first tradie-specific platform for tradies to socialize with other tradespeople, comprehensively manage their business, present their trades business and win work, and buy/sell your tradie equipment, materials, and tools. Tradiespace is a trades-first ecosystem that aims to greatly improve interconnection between elements of our sector, in particular the small/medium-sized elements of our industry. We create the tools, you use Tradiespace the way you want to. Quoting, scheduling, invoicing, work logs, material lists, client lists, and more. A digital home for your business where you can connect directly with customers. Invite your mates, create groups, and pages, network & live chat with peers. Our app works on Apple, Android, and any device that can connect to the internet. Manage your business, connect with mates, stay up to date, and integrate with suppliers & our marketplace. -
41
Opermax
Opermax
We want to help all contractors be profitable by providing them with the best tools and resources to manage their business through technology. All this while keeping your customers in the loop from the moment you schedule the visit, to when your techs get on-site, to when the job is done. Our wizard will get you up and running in under 1 hour! Eliminate the chaos in the day-to-day management of your business. Simplify management and field tasks. English, French, and Spanish are the languages we currently support. Just let us know which language you would like to see implemented and we will put it on our features whiteboard. Our work order module has been in constant evolution since its inception. It is the most-used module in our system and contains all the information needed to take a job from creation to payment. The module houses attachments, notes (office, field, client), special flags, assessments, quotes, expenses, worksheets, invoices, payments, custom forms, and eMailer.Starting Price: $19 per month -
42
Vocalys
Vocalys
Vocalys is an Android app for independent tradespeople and field-service professionals who prepare customer quotes and invoices on site. Users dictate job details, review the structured draft, and edit descriptions, quantities, prices, and taxes before confirming. The app can scan supplier price labels, apply a chosen margin, and add materials to a quote. Users can include customer, business, payment, and deposit details, then share PDFs or send quotes for electronic signature through AgoSign. Accepted quotes can be converted into invoices; documents can be organized and exported for an accountant. Some viewing and editing work offline, while dictation, scanning, synchronization, sending, and remote signature need an internet connection. Country settings adapt document formats, currency, and tax fields. Vocalys is designed for plumbers, electricians, landscapers, service technicians, and other independent field professionals.Starting Price: £10.99/month -
43
ServiceAdminPro
Orthinc
Level up your service business with cloud software that adapts to your needs. Provide your customers with an exceptional service every time and manage your growing workforce with ease. Admin work does not set your business apart. Save 30% of your day with ServiceAdminPro and spend the extra time focusing on what makes your business unique. Juggling papers, spreadsheets and WhatsApp to record job updates is frustrating. ServiceAdminPro gives you everything you need to easily track jobs from quote to invoice anywhere you are. Our web and mobile apps are specifically designed to streamline your job tracking. Keep a finger on your business’s pulse with instant updates right from your dashboard. See engineer progress, company activity, and get recommended actions to make you run as smoothly as possible. Give your engineers the tools they need to know where to go, what to do, and how to send notes/time back to the office, so that they can provide top-notch service on-site. -
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BoltWright
BoltWright
BoltWright is service-management software for commercial HVAC contractors. It connects customers, buildings, equipment and service visits with scheduling, maintenance agreements, quotes and invoicing. Technicians can capture voice notes, typed notes and photos in the field, with offline capture for work in areas with poor reception. The office can review the work and prepare customer service reports with findings, photos and follow-up work organized by equipment. Equipment history stays connected to the building and the work performed. Pricing is based on working trucks rather than individual user seats, so owners, dispatchers, administrators, helpers and apprentices can participate without separate seat charges.Starting Price: $129 CAD/working truck/month -
45
WorkWell
WorkWell Software
Comprehensive management software for your small service business. WorkWell handles job scheduling, tracking, invoicing, reminders, mapping, and so much more! The WorkWell Command Center runs on your desktop and provides a complete and easy to use suite of tools for managing your growing business. WorkWell Field Service smartPhone App provides you and your technicians everything you need to know while at customer sites. As the owner of a small business, it is up to you to stay on top of everything. You need to be aware of all the details, including schedules, pricing, appointments, customer expectations, etc. There is a lot to track to retain customers and find new business. WorkWell helps you do this like a management pro while saving you time. Take your business to the Next Level! Schedule jobs, appointments and employees. Track all your communications with customers. Create & send Quotes and Invoices. Job mapping & worker GPS tracking. And much more ...Starting Price: $25.00/month -
46
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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What is TasQ? A best-in-class field service management solution, specially designed for today’s mobile service teams. Our cloud-based Field Service Management Software is accessible from any device, anywhere, anytime. Available for Android and iOS. Streamline your entire workflow, from job costing to dispatch and the ability to invoice on site. Just some of the features that make TasQ a powerful business management tool. Service and Project management: Keep the projects or jobs under control anytime, anywhere. Location Tracking: Send the right staff to the right job, in real-time! Inventory Management: Ensure your team gets what they need, when they need it, at the correct price. Invoicing on Site: Generate accurate quotes, estimates, or invoices on site. Digital Signature Capture: Complete every job right when it is done with our Digital Signature Capture system. Job Scheduling: Assign and schedule jobs in seconds with drag and drop and notify them instantly.Starting Price: $7 per month
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48
TimeTrak
TimeTrak
TimeTrak gives you the flexibility to manage projects, jobs and teams from any location, using just the one system. It’s the answer you’ve been looking for. Designed for businesses in service-based industries, TimeTrak helps you to manage multiple jobs or tasks at once with software that has all the information you need in one place. TimeTrak can assist your business to increase profits, work smarter, and provide better service to your customers. Streamline how your business works from the initial contact and quote through to final invoicing or ongoing support. Whether your staff are out in the field or in the office they can manage jobs, projects, scheduling, quotes, inventory, workplace safety, other team members plus a whole lot more. Make your field staff’s days easier with our TimeTrak app, which allows them to lookup information, see their schedule or log their time all from their phone or tablet – no matter their location. Find our app on Google Play or the App Store.Starting Price: $375 one-time payment -
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iTrade
iTrade
All the job management tools to help your business function to its full potential. iTrade job management software for tradesmen has been designed by experienced tradesmen to ensure it is the easiest-to-use job management software out there. iTrade's tradesman software takes the hassle out of booking, scheduling and dispatching jobs. Fully integrated quoting app with templates so your quotes stand out. Simplify your process, streamline your systems, and view it all in a tidy report. Invoicing is faster and easier with iTrade invoicing software for tradesman. Fast, friendly & free unlimited email support. From the office to the van, you’ll be surprised at how much time and money can be saved. Move jobs around on the fly so that you save travel time. Invoice jobs faster to save on admin time. Automate your timesheets and get rid of the bulky paperwork. You’ll probably begin to wonder how your company ever survived without iTrade.Starting Price: $20 per field worker -
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HODHQ
HODHQ
HODHQ is job-management software for UK builders, contractors and trades teams. Its AI assistant, Doreen, turns a filmed site walk-round, spoken notes and photos into a draft schedule of works and an itemized quote for the builder to review. It also supports customer and job records, materials take-offs from plans, labor and job-cost tracking, crew calendars, clock-ins, site photos, orders, receipts, stage-payment plans and invoices. Role-based access keeps prices, invoices and profit restricted to owners, while managers and crews see the job information needed for their roles. HODHQ is designed for use on phones and office computers. Client quote acceptance, offline site updates and accounting connections are marked as coming soon.
