Alternatives to QuoteNest

Compare QuoteNest alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to QuoteNest in 2026. Compare features, ratings, user reviews, pricing, and more from QuoteNest 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.
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    Jobber

    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.
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    Starting Price: $9 per month
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    Service Autopilot
    Service Autopilot is a complete business management platform that helps service companies work less and grow faster through automation. It centralizes scheduling, routing, invoicing, payments, and client management so owners can run their entire operation from one system. With one-click job routing, instant invoicing, GPS tracking, and mobile tools for field workers, teams stay connected and productive all day long. Automations is the engine behind Service Autopilot, allowing businesses to set workflows that handle follow-ups, reminders, estimates, billing, and other repetitive tasks automatically. Owners gain full visibility into daily cash flow, expenses, and job performance, helping them stay organized and profitable. Whether you're managing 10 clients or 10,000, Service Autopilot equips service businesses with the tools they need to scale confidently.
    Starting Price: $47.00/month
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    QuoteIQ

    QuoteIQ

    QuoteIQ

    QuoteIQ is the all-in-one CRM built for home service businesses like pressure washing, lawn care, window cleaning, junk removal, and striping. Built by real service business owners, QuoteIQ includes everything needed to run and grow a business—quotes, invoices, customer messaging, employee scheduling, review automation, job tracking, and property measurement using MapMeasure Pro. Features like InstaQuote and InstaSchedule let customers quote and book jobs online instantly. Unlike traditional CRMs, all features are built-in—no third-party apps, no per-user fees, and no hidden add-ons. Whether you’re a solo operator or manage multiple crews, QuoteIQ helps you quote faster, book more jobs, stop undercharging, and grow profitably. Use it to manage your entire business from your phone, tablet, or desktop. Trusted by thousands of contractors and service pros across the U.S. Start using QuoteIQ today at myquoteiq.com.
    Starting Price: $29.99 per month
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    MoveMan

    MoveMan

    MoveMan

    MoveMan Pro is a removals management suite tailored for moving and storage businesses that streamlines the entire operational workflow from initial inquiry through quoting, job planning, resource allocation, and invoicing while reducing manual admin and increasing efficiency; it offers powerful quoting tools that produce branded PDFs and documents quickly, a drag-and-drop job diary for scheduling crews and vehicles, and integrated invoicing that links directly with accounting systems like Sage, Xero, and QuickBooks to cut bookkeeping time and errors. It includes advanced resource management features such as training, certifications, vehicle servicing and defect tracking, holiday and sickness records, and utilisation reporting, plus flexible storage billing with multiple billing periods, container tracking across branches, and automated invoicing reminders to accelerate cash flow.
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    ServicePros Hub

    ServicePros Hub

    ServicePros Hub

    ServicePros Hub is field service management software for small home-service businesses and 1–3 person crews. It runs the whole job from request to paid: estimates and quotes customers accept on their phone, scheduling and dispatch on a route-aware calendar, job tracking, invoicing, and card payments. Each morning it ranks who to call first and flags invoices at risk, so nothing slips. Built for the trades: HVAC, plumbing, electrical, lawn care and landscaping, cleaning, pressure washing, handyman, roofing, pest control, pool service, and tree service. Features include customer management (CRM), online booking, quote and estimate templates, automatic payment reminders, recurring jobs, and a mobile app for the field. Flat pricing: $33 a month for up to 10 users, with a 30-day free trial. No per-user fees, no add-on charges. field service management, scheduling, dispatch, invoicing, quotes, estimates, home services, plumbing, electrical, lawn care, cleaning, pressure washing
    Starting Price: $33/month, up to 10 users
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    LawnPilot

    LawnPilot

    LawnPilot

    LawnPilot is quote-first lawn care software for US owner-operators and 1–5 person crews. It combines customer and property records, a reusable lawn-service price book, multi-line quotes, public quote links and customer acceptance, and lightweight scheduling for accepted recurring work. Users can save property notes and lawn size, build customer-ready estimates, track quote history, and convert accepted weekly, biweekly, monthly, or one-time services into schedule records. The browser-based product also includes a free lawn-area calculator and lawn-care quote template.
    Starting Price: $29/month
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    Fasite

    Fasite

    Fasite

    Fasite provides a managed website and front-office platform for local service businesses, combining lead capture with optional AI call answering and job-management tools. Its team builds and maintains a business website with service pages, local-search content, custom domain support and web forms that send leads to a shared dashboard. The AI Front Office plan adds an AI receptionist with a dedicated local number, call summaries and online booking for available visit times. Businesses can also manage customer records, estimates, job schedules, crews, recurring work and invoices, with phone links that let crew members view daily assignments without installing an app. Fasite is aimed at owner-operated local businesses, including home-service trades such as plumbing, electrical, HVAC, roofing, landscaping and cleaning. The service is offered in monthly plans, with a 30-day trial.
    Starting Price: $129/month
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    BidClips

    BidClips

    BidClips

    BidClips empowers home services teams to build better customer experiences. With our interactive quote builder and automated follow-ups, it’s never been easier to impress your customers and grow your business. Use our form builder to obtain the right information for each service you offer with pictures, videos, and measurements. Engage your customers with email and text follow-ups that show your customers you care and help you gain more business. Empower customers to accept, schedule, and make a down payment on their estimate all from the comfort of their device. Visualize in real-time the health of your business with daily total jobs sold and average ticket price. Improve your sales to service pipeline with metrics such as bid to job closing ratios and the % of requests sent estimates. View the performance of your sales team and make more informed decisions on staffing and training.
    Starting Price: $74 per month
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    FieldVibe

    FieldVibe

    FieldVibe

    FieldVibe is simple field service management software built for solo professionals and small teams of up to 10 people. Designed for real trades, including HVAC, plumbing, electrical, cleaning, lawn care, handyman, pest control, and appliance repair, FieldVibe helps service pros run their whole workday directly from their phones without complex menus, mandatory sales calls, or enterprise bloat. Run the whole job in one app. Instead of juggling paper notes, scattered texts, and separate spreadsheets, FieldVibe brings your entire workday workflow together into one simple interface. Website → Work requests → Quote → Schedule → Reminders → Invoice → Get paid → Reviews
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    Zenbooker

    Zenbooker

    Zenbooker

    With Zenbooker's customizable booking system you can transform your website into a place where customers can get individualized price quotes, see your real-time availability, and book your services. Zenbooker lets you define the geographical areas that you travel to for jobs, and prevents people from booking appointments for addresses outside of your service area(s). You can even set custom operating hours and prices for specific locations. Provide customers with upfront, accurate pricing for services and extras. Zenbooker lets you add custom questions to the booking flow, which affect the price estimate presented to customers. You can easily add a secure online payment step to the booking process. Just connect your Stripe account to Zenbooker and you can start accepting credit cards. You can also save cards to customers as payment methods for future jobs. Collect all the important job details in a seamless booking flow.
    Starting Price: $29 per month
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    EosLog

    EosLog

    StroBi LLC

    EosLog is field service management software for small home-service businesses, built by StroBi LLC in San Diego. It covers the full job lifecycle: online intake forms, quotes with e-signatures, drag-and-drop scheduling with day/week/month/team views, automated reminders and on-my-way texts, field forms with photos and signatures, time tracking, invoicing, and Stripe payment collection, plus QuickBooks sync and a client portal. Pricing is flat-rate with no per-user fees: a free-forever tier, then Solo $39/month, Crew $79/month, and Shop $149/month (annual billing saves 20%). EosLog also offers free tools that require no account: a cleaning price calculator, quote generator, invoice generator with shareable links, and a template gallery of service agreements and checklists.
    Starting Price: $39/month
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    LeadDuo ServiceHub

    LeadDuo ServiceHub

    Three Core AI LLC

    LeadDuo ServiceHub is an AI-powered field service management platform that helps service businesses turn leads into scheduled jobs and paid invoices—without spreadsheets or missed follow-ups. Capture requests from your website, send quotes, let customers book online, schedule and assign technicians, track job status, and generate invoices with online payments. Automated reminders and follow-ups reduce no-shows, speed up approvals, and keep customers informed. ServiceHub also includes a built-in pricing engine to calculate accurate estimates based on your services, options, and rules—so teams can quote consistently and protect margins. Designed for real workflows: lead → quote → booking → scheduling → job tracking → invoicing → payments, with centralized customer history and team visibility.
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    Sera

    Sera

    Sera

    Many HVAC, plumbing, electrical and other home service businesses leave money on the table from incorrect pricing and inefficiencies. Effortlessly identify pricing and efficiency gaps in your business, adding more money to your bottom line. Field service management software that ensures the jobs field service businesses complete are profitable. Sera is laser-focused on ensuring you beat the industry average of 8% profit with live job time efficiency tracking. Clients have shown an average of a 52% revenue increase compared to their previous FSM solution within the first six months of usage. Generate bigger tickets, dispatch more efficiently, automate service agreements, customer history, and more. Keep your plumbing jobs on track, your customers informed, and give your crew the job details they need, on demand. Schedule jobs efficiently, optimize routes, and send quotes and invoices by text with our electrical software.
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    AdminBase

    AdminBase

    AdminBase

    AdminBase is a business management and CRM suite tailored specifically for home improvement, double glazing, construction, and installation businesses, designed to replace paper processes and scattered systems with a centralized, web-based platform that manages the entire customer lifecycle from initial enquiry through order processing, installation, service, and beyond. It consolidates lead management, digital diaries for appointments and reminders, quoting and contract tools, order tracking, finance and invoicing, automated SMS/email communications, and reporting dashboards so teams can operate more efficiently and keep customers informed at every stage of a project. AdminBase’s customizable workflows, task boards, and real-time performance monitoring help businesses reduce administrative burden, eliminate duplication and human error, and gain clearer visibility into sales, installation, and service operations.
    Starting Price: $147.47 per month
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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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    Clean Calculator

    Clean Calculator

    Clean Calculator

    We help your business become more organized and profitable with an easy to use management system. The most affordable application on the market with everything you need to create a thriving cleaning company. Our advanced estimating tool, Clean Calculator, is built exclusively for cleaning companies. Includes pre-loaded national pricing. Completely customizable. Add your prices and build your own Quote Templates for all types of cleaning jobs. Quickly locate quotes, job & invoice history. Track employee hours and information like training, Drivers' License and Insurance. Easily schedule Texts for Marketing, Appointment, and Payment Reminders. Send appointment reminders, schedule changes, marketing, and payment reminders to your clients and employees with Text or email. All of this is done within the app at no additional charges. The scheduling calendar keeps you organized and protects you against double booking. Integrates easily with Google calendar.
    Starting Price: $29 per month
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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.
    Starting Price: £19.99/month
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    Contractor WorkZone
    Run your back office from your front seat. Manage your business on site, take the work out of paperwork and get jobs done sooner. Save time and money with our construction management app tool. We take standard construction document processes and digitize them for easier access and organization. Items such as quotes and estimates, purchase orders, site diaries, daily reports, change orders, invoices and more are all now easily attached and accessible from one project link. Download and use completely free at our solo level as long as you want, with unlimited projects and documents for one device. If you’re ready to upgrade for additional features, try any of the paid subscription levels free for 2 weeks. If you're nervous about trying new technology or worry about introducing a new process we've got you covered. Try Contractor WorkZone - A simple, customizable project management and construction app to manage your small business from your phone, tablet or computer.
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    Plannit

    Plannit

    Plannit

    We help home service pros stay on top of requests, work orders, scheduling, billing, and payments, without giving up evenings and weekends. Reduce the number of messages that you send manually on a daily basis. Reduce time spent on scheduling & dispatching jobs. Save 40+ hours each month on admin work and collections. Organize and follow up on all of your job requests in one place by bringing emails, website inquiries, phone calls, text messages, and Facebook messages into a single message center. Our unique job scheduling tools combine your team calendar, jobs, and routes in a single view to streamline the way you plan your days and dispatch work and save you time. A self-service customer portal allows customers to access message history and files like quotes, contracts, bills, and payment history 24/7. Plannit is designed from the ground up to simplify how home service companies work, all while putting customer service front and center.
    Starting Price: $59 per month
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    Fast Snap Pro

    Fast Snap Pro

    Hypersmarty LLC

    Fast Snap Pro is AI estimating software for home-service contractors. Instead of driving out to every job, you send the customer a link; they upload photos and a short description, and AI builds an itemized estimate priced with your own labor and material rates. It includes a price book covering 62 trades, branded PDF estimates your customers can approve online, online booking, CRM follow-ups, work orders, payment requests and before/after job photos. Built for handymen, remodelers, painters, pressure washers, landscapers, fence, roofing, plumbing, electrical and other home-service businesses. Plans: Basic $49/mo, Pro $99/mo (3 users), Enterprise $199/mo (5 users); annual billing saves 20%. Free 7-day trial with 3 estimate requests, no card required.
    Starting Price: $49/month
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    LumaQuote

    LumaQuote

    CodeMasters Agency

    LumaQuote is lighting audit and proposal software built for contractors, lighting retrofit companies, distributors, and energy teams. It helps users collect project details, organize areas and fixture counts, compare existing lighting with proposed LED replacements, estimate energy savings, add utility rates, include controls opportunities, account for rebates, calculate installation costs, and generate branded retrofit proposals. Instead of building every lighting quote in spreadsheets, teams can move from audit to proposal in a more consistent workflow. LumaQuote is designed for commercial lighting upgrades, LED retrofit projects, rebate-supported proposals, and contractor sales teams that need cleaner numbers, faster quoting, and professional client-facing PDF proposals.
    Starting Price: $99/month
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    Zeus

    Zeus

    Omni Data Tech Inc.

    Zeus is a field service app for independent trades and small crews: electricians, plumbers, HVAC technicians, handymen and the other trades who work away from an office. Every address keeps its own record: past visits, what you fixed, the quote, the invoice and what you noticed for next time. The app works from a database on your own phone, so you can create a job, run a checklist and log your work with no signal at all. When you are back in range it syncs on its own. Quote on site and turn the quote into an invoice when the work is done. Clients sign on the phone or through a one-time link. For your accountant, Zeus exports a CSV file, a QuickBooks .IIF file or a PDF pack. The Free Plan is not a trial and does not expire: one seat, with unlimited jobs, quotes and invoices. The Pro Plan adds job photos and documents, and the Crew Plan gives each team member their own seat. Zeus runs on Android, iPhone and in a web browser, and is operated by Omni Data Tech Inc.
    Starting Price: $29/month (USD)
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    ServiceHelpHQ

    ServiceHelpHQ

    ServiceHelpHQ

    ServiceHelpHQ is all-in-one software for home-service businesses like cleaning, lawn care, pest control, HVAC, and plumbing. It replaces the tangle of a calendar, spreadsheet, texting app, and separate invoicing tool with one simple platform built for small teams. Book one-off and recurring jobs, then dispatch crews on a live map that accounts for drive time and flags double-bookings before they happen. Send quotes with optional add-ons customers approve online, invoice them, and take card payments through integrated Stripe, with funds going straight to your bank. Customers get automatic text reminders and can message you two-way, cutting no-shows. In the field, crews check in and out, mark en route, and work job checklists from their phone. Simple, affordable, and free to start.
    Starting Price: $29/month
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    Roofle

    Roofle

    Roofle

    Roofle is a digital sales-acceleration platform designed for roofing contractors that lets them offer instant, detailed roof quotes online 24/7, dramatically speeding up lead generation and conversion. Its flagship product, RoofQuote PRO, embeds into a contractor’s website and provides a shopping-style interface where homeowners can enter their address or property details and receive accurate roof-structure data (square footage, slopes/pitch, waste allowance, number of stories, perimeter) and a quote in under 30 seconds. Roofle’s backend combines AI-enhanced measurements, multi-structure analysis, and automated take-off logic to produce reliable estimates without manual measurements. Once a quote is generated, Roofle supports the full sales workflow: automated digital proposals, e-signatures, and integrated financing options through its Contractor Loan PRO module, enabling pre-qualification of homeowners and fast approval for loans up to tens of thousands of dollars.
    Starting Price: $350 per month
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    Sales Builder Pro

    Sales Builder Pro

    Intelligent Mobile Support

    You only get one shot with a customer, so you have to make it count. That’s why thousands of residential HVAC contractors and other in-home service providers use Sales Builder Pro, the industry’s best in-home sales app. Don’t just sell more, win more deals with higher margins and higher average ticket prices, up to $500 or more per job! Install Manager Pro and Site Survey features to ensure that you never miss a pertinent detail when quoting a job. We offer the only solution that helps you manage job rollover risk and be more profitable. Win on the first visit to save time and block out your competition. Win ductless jobs on a single trip using the only solution that includes ductless design calculations. Generate professional multi-option proposals in under 5 minutes. Give your customers more reasons to work with you. Raise your average ticket price by $500. Improve your close rates.
    Starting Price: $109 per month
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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
    Starting Price: £12.00/month
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    HomeService.Cloud

    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.
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    SatQuote

    SatQuote

    SatQuote

    SatQuote helps outdoor service businesses win more jobs by streamlining the process of managing leads, accurately measuring, creating designs, estimating labor and materials, and creating high quality quotes that sell. The SatQuote web app is a simple to use and easy to learn all-in-one measuring, estimating, and quoting platform. Create measurements from google or high resolution imagery, assign and estimate products and services on areas, and quickly create quotes that sell. Calculate perimeter, area, and volume of areas by feet, yards, or meters over multiple area groups quickly and easily. Instant AI measurements of properties in seconds, not days regardless of property size to turbocharge your time to quote.
    Starting Price: $12.50 per month
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    JobQuoteLab

    JobQuoteLab

    JobQuoteLab

    JobQuoteLab is a quote and estimating toolkit for pressure washing and exterior cleaning contractors. It helps solo operators and small crews turn job assumptions into customer-ready estimates using labor, materials, travel, overhead, target margin, discounts, and minimum job fees. Contractors can use the free calculator to sanity-check pricing, generate Good/Better/Best package options, print clean quote pages, and share public quote links that hide internal cost and profit data. JobQuoteLab also provides a pressure washing quote template pack and a widget demo for website estimate lead capture. It focuses on estimating, quote presentation, public quote links, print-ready quotes, templates, and early website lead capture. It is not legal, tax, accounting, insurance, or guaranteed profitability advice.
    Starting Price: Free; paid from $29 one-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.
    Starting Price: £49/month
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    Servgrow

    Servgrow

    Servgrow

    Servgrow is a simple-to-use tool that helps home service businesses improve their scheduling, dispatching, customer management, estimating, invoicing, payment solutions, customer experience and so much more. A true all-in-one field service management software that increases overall efficiency, gives your customers an amazing experience (which they expect now), makes sure you look great online, and skyrockets your online presence. Keep track of every little customer detail all in one place from any device. Servgrow auto converts job details into pro invoices with quick payment options. Quickly create customizable estimates that you can track and auto-follow up. Get your team to the right place and easily make changes on the fly. Reduce no-shows and keep all parties on the same page by sending up to 3 reminders. All-in-one payment solutions to help manage customer payments. Great customer retention starts with building great relationships.
    Starting Price: $19 per month
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    EasyQuote HVAC
    Whether your company is commercial or residential, EasyQuote HVAC can save your business time & money with affordable & easy to use software. Our estimation software was specifically designed to be easy & affordable for small businesses while also having the quality features that are functional for all business sizes. EasyQuote Software is not like other HVAC software. It requires no expensive training or classes, no contracts, every purchase includes 1 year tech support, and tech support updates are affordable. Proposals have never been this easy. With EasyQuote HVAC you select your equipment quickly from pop up menus. It's so fast you will be able to give your customer several options and close the sale right in their living room. Generate Job files and proposals in seconds. EasyQuote allows multiple variations of quote for good, better, and best presentations or even a gas versus heatpump comparison.
    Starting Price: $595 one-time payment
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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.
    Starting Price: £15.99/month
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    WorkQuote

    WorkQuote

    Viaboom Software

    WorkQuote is an estimating, invoicing, and scheduling app designed by a real person in the tree service industry and developed for field service professionals and trade contractors. WorkQuote will help you save time, win more jobs, and stay organized with tools to professionally manage your customer workflow. Whether you're a freelancer, solo operator, or a growing business with a few helpers, step up customer confidence by sending clear and professional estimates and invoices that match your company’s brand. WorkQuote was created to provide a superior alternative to apps burdened with costly, unused features, as well as those that offer only basic functionality. Its modern user-friendly design allows you to save time and concentrate on what matters most: growing your business. Create unlimited customers, custom estimates, jobs, invoices, payments, receipts, expenses, notes, and reports using an easy-to-use app designed for your mobile devices.
    Starting Price: $14.92/month
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    SatelliteQuotes

    SatelliteQuotes

    SatelliteQuotes, Inc.

    SatelliteQuotes is a cloud-based quoting and lead-capture tool for roofing and other exterior contractors. Homeowners enter a property address and receive an estimate based on aerial imagery, property measurements and pricing rules configured by the contractor. The outline can be edited, while materials, fees, minimums and other quote settings are managed in the contractor dashboard. Contractors can add a branded quote widget to their website with an embed script or share a hosted quote page. The service captures homeowner contact details, generates branded estimates and stores leads in a dashboard with pipeline, calendar and analytics features. It supports multiple exterior trades, including roofing, gutters, siding, solar, paving, fencing and landscaping. The product also provides an API and an MCP server with tools for estimates, widget setup and verification, pricing and trade information.
    Starting Price: $49.99/month
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    Autopilot

    Autopilot

    Autopilot

    Autopilot is a modern, all-in-one field service management (FSM) and CRM platform built specifically for home service businesses that want to simplify operations and grow faster without juggling multiple tools. Instead of duct-taping together spreadsheets, phone apps, invoicing software, and marketing tools, Autopilot brings everything into one streamlined system designed to run your entire business from a single dashboard. At its core, Autopilot handles the day-to-day essentials: scheduling, dispatching, job management, estimates, invoicing, and payments. Whether you’re booking your first job or managing multiple crews, the platform keeps everything organized and easy to manage. But what sets Autopilot apart is what happens beyond operations. Autopilot includes a built-in phone system and two-way texting, giving businesses a local number, call tracking, recordings, and automated responses.
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    The Service Pilot

    The Service Pilot

    The Service Pilot

    The Service Pilot is an all-in-one CRM and automation platform for service businesses, connecting leads, quotes, scheduling, invoicing, payments, reviews, customer communication, reporting, and growth workflows. It helps window cleaning, pressure washing, gutter cleaning, lawn care, HVAC, plumbing, roofing, cleaning companies, contractors, pool service, and other home-service businesses quote faster, schedule smarter, automate follow-ups, collect payments, and keep customers coming back from one platform.
    Starting Price: $147/month
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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.
    Starting Price: $19/month/team
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    Bookedin

    Bookedin

    Bookedin

    Eliminate the stress of managing appointments and save time with online booking. Bookedin is an award-winning online appointment scheduling software that helps small businesses reduce stress, automate repetitive tasks, and improve customer service. Clients can book easily online without having to download an app or remember a password. Automatic text and email confirmations & reminders eliminate no-shows, protecting your time and preventing gaps in your schedule. Bookedin keeps everyone organized, calm and focussed on what matters most. Clients can pay online for services, and find your business easily via Instagram, Facebook or Google Search.
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    FloQuote

    FloQuote

    FloQuote

    FloQuote is a brand new software application that allows you to make estimates from information, images, and videos that the client sends to you. Using WhatsApp, iMessage, email, whatever, or however they send the information, e-quote uses it to build you a fast and accurate estimate for your client. You don't need any other software to send an estimate but if you do it works with your database if you have one or your current Field Service Software. Whatever you use, FloQuote will make your estimates faster and better.
    Starting Price: $30 per month
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    TradePilot

    TradePilot

    TradePilot

    TradePilot is an AI-powered field service app for handymen and remodeling contractors. Scan rooms with iPhone LiDAR, generate detailed estimates with Pilot AI using your rates and price book, send proposals with e-signatures, schedule jobs, track costs with live margin monitoring, and invoice clients — all from your phone. Includes a 3-mode Rate Calculator, voice-to-estimate, and built-in CRM. Two flat-rate plans starting at $29/mo with no per-user fees.
    Starting Price: $29 per month
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    Porch

    Porch

    Porch

    Porch makes moving, insurance, and improving your home, simple. Moving is stressful. We can help organize and check everything off your to-do list. Porch Concierge® is a personal phone service that connects you with home service providers to help simply the process of moving, improving, repairing and everything in between around your home. We make it easy to compare and choose your home, auto, or umbrella insurance policy. No matter what kind of moving help you need, get instant quotes from local movers through the moving experts at HireAHelper. No more waiting on hold. Simply compare, customize, and choose your package. Get access to top local inspectors, whether you need a home inspection for purchase or for a pre-inspection before listing your home.
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    SendWork

    SendWork

    SendWork

    Essential tools for contractors running their independent or small to medium size business in the field. Receive leads in the field with the office in your pocket contractor management app. Send estimates remotely to customers using just their telephone number. Send Invoices to your clients no matter where they are in the world! Card payments, Venmo, Cash App, Zelle, PayPal, ACH, Wire and Checks. Organization and interact with customers. Keep track of your time and charge by the hour. Assign work to your workers on the fly in real-time. GPS location services lets you see where your workers are in the field.
    Starting Price: $19.99 per month
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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.
    Starting Price: £15/month
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    QuotePitch

    QuotePitch

    QuotePitch

    QuotePitch puts an instant roof quote on a roofing company's website. A homeowner enters their address and confirms their house; QuotePitch measures the roof from aerial imagery (area, pitch, facets) and shows a price range built from the contractor's own materials and price per square. The price appears after the homeowner enters their name, email and phone, so every quote becomes a lead. The contractor gets an instant email with the roof measurements and a branded PDF estimate, and every lead is saved in the QuotePitch dashboard. Install is one line of HTML on WordPress, Wix, Squarespace or any site, as an inline tool or a floating button. Key features: address-to-quote in under a minute; aerial roof measurement; contractor-set materials and pricing; lead capture before the price is shown; instant lead alerts; branded PDF reports; leads dashboard. $99/month flat, month-to-month, with a 10-day free trial and no setup or per-lead fees.
    Starting Price: $99/month
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    Billbooks

    Billbooks

    Billbooks Pty Ltd

    Billbooks is invoicing and quoting software for freelancers, self-employed professionals and small businesses. Founded in 2010 and built by a team in Sydney and Pune, it is used in more than 30 countries. Billbooks includes recurring invoices, automatic payment reminders, multicurrency and multilingual invoicing, digital signatures, quotes and estimates, expense and project tracking, and reporting. Every feature is included on every paid plan; higher plans add users, clients and projects, never features.
    Starting Price: $7.95 per month
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    Job4Site

    Job4Site

    Job4Site

    Manage your entire service business from anywhere, on any device. Send customers proposals for new A/C and Furnace installs in minutes, your custom pricing and financing options included. Makes sales without having to enter customers’ homes. Schedule jobs, create and send estimates and invoices. Stay on top of scheduling preventative maintenance and collecting outstanding payments. Log your customer’s equipment: never show up to a job unprepared again. Manage your shop’s parts inventory. Analyze business trends to optimize your revenue. We’re changing how home service businesses operate so they can spend less time managing logistics and more time meeting their customers’ needs. Today, Job4Site is the premier business management tool for home service contractors. Schedule a demo today!
    Starting Price: $45.00/month
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    AIKASIX

    AIKASIX

    AIKASIX Group Oy

    AIKASIX is a browser-based construction management system for Finnish contractors. It brings estimating, quotation requests and proposals, project setup, scheduling, task management, worksite documents and drawings, time entry, invoicing, and accounting-office materials into a shared project workflow. Office users can prepare estimates and quotes, manage projects, review hours, and create invoices; site personnel can log time and access job documents from a phone. Additional functions include cost tracking, supplier quote comparison, planning, main-contractor workflows, and site access control. Separate plans cover time tracking and site access, while the Ydin plan combines estimating, quotes, projects, hours, invoicing, and accounting materials. Pricing is monthly, with included office and mobile users and additional user charges. Optional onboarding can include data transfer and staff training.
    Starting Price: EUR 99/mo (Tunnit), excl. VAT
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    FlatRateKit

    FlatRateKit

    FlatRateKit

    FlatRateKit is a browser-based flat-rate pricing and quote builder for independent HVAC contractors and small service businesses. It helps contractors organize services, materials, labor assumptions, and markups into a consistent flat-rate menu, then turn selected work into customer-ready quotes. The web app is designed for owner-operators and small teams that want clearer pricing without maintaining complicated spreadsheets. FlatRateKit also provides practical HVAC calculators, templates, and guides for service-business planning.