--- title: "serviceminder.io Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about serviceminder.io Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/131390/ServiceMinder/" page_type: "product" language: "en" publication_date: "2026-09-30" --- # serviceminder.io Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 30, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) serviceminder.io ## What is serviceminder.io? serviceminder.io helps field service businesses track contacts from prospect to the proposal to conversion and fulfillment. Track marketing, pipeline, service contracts and scheduling completely paper-free. Manage and automate the entire lifecycle from scheduling the estimate, generating and sending the proposal, e-signatures to accept the proposal, scheduling and delivering the work. Sophisticated campaign and pipeline reporting help you grow your business. ## What is serviceminder.io used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Field Service Management](https://www.capterra.com/field-service-management-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $124 Usage Based, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for serviceminder.io?[Manage this product listing](https://www.g2.com/products/serviceminder/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### serviceminder.io 4.2 (5) VS. [4.6 (500)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting Price $124 Usage Based, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (5) Ease Of Use 4.5 (500) Value For Money 4.2 (5) Value For Money 4.5 (493) Customer Service 4.2 (5) Customer Service 4.7 (496) ## serviceminder.io alternatives [4.6 (1,487)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.6 (5,318)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars Highest Rated [4.9 (232)](https://www.capterra.com/p/177014/Skimmer/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.4 (177)](https://www.capterra.com/p/194155/BuildOps/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/131390/ServiceMinder/alternatives/) ## FAQs about serviceminder.io Overview ### What company size and specific industries is serviceminder.io built for? serviceminder.io is designed for field service businesses that handle on-premise work and estimate or proposal workflows. The description does not specify a company size or named industry, but it is aimed at service organizations that want a paperless process for managing field jobs and related sales materials. Features and Usability ### What are the key features of serviceminder.io? serviceminder.io includes CRM, order management, pipeline management, and vehicle tracking for sales and service operations. It also offers automated scheduling, dispatch management, job scheduling, work order management, billing and invoicing, electronic signature, payment collection in the field, inventory management, reporting and statistics, and technician management. Integrations ### Which third-party tools and platforms does serviceminder.io integrate with? serviceminder.io integrates with Tableau for reporting and analytics. It supports this third-party platform for data visibility across locations, giving teams a way to connect service operations with business intelligence and dashboarding needs. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does serviceminder.io offer? serviceminder.io provides live online sessions, webinars, documentation, and videos to support team training. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference material for learning product features and following setup steps as needed. Getting Started and Support ### What customer support options does serviceminder.io offer? serviceminder.io provides Email/Help Desk support for customer questions and issue resolution. The catalog lists this as the available support channel, but no reviewer feedback is available to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 14,838 CRM reviews Capterra reviewers highlight these as the CRM features buyers care about most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) serviceminder.io includes **Customer Database**, which gives teams a central place to store and manage customer information. However, it does not include **Data Security** or **Real-Time Data**. Instead, the product offers **Contact Database** (**47%**), which still helps businesses organize contact records and keep customer details accessible. Together, these features help teams maintain accurate records, improve visibility into customer relationships, and support day-to-day sales and service work. Contact Database 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Dispatch Management 4.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Manage sending personnel and resources to a site as needed Mobile Access 3.3 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Sales Pipeline Management 4.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Scheduling 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources Email Marketing 4.5 (2) 150.00% of 2 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns serviceminder.io 29 features ### All Features - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Dispatch Management: Manage sending personnel and resources to a site as needed - Electronic Signature: Digitally sign online documents - Email Marketing: Create and send email blasts/campaigns - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Inventory Management: Track and manage inventory levels to maintain proper supply - Job Management: Manage and track all job information and associated tasks - Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Maintenance Scheduling: Schedule predetermined or ad hoc maintenance services and labor requests - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Multi-Location: Manage and support multiple locations - Online Time Clock: Track/log the amount of time employees worked per job using a timer - Payment Collection in the Field: Swipe a credit card or manually process payments while with the customer in the field - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Quotes/Estimates: Generate quotes or estimates for customers - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Routing: Plan daily routes to optimize employee scheduling and provide directions - Sales Pipeline Management: Pipeline view and tracking lead status - Scheduling: Plan availability and assign specific time slots for tasks and resources - Service History: Track work performed and resources used for past customers, sites, or assets - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders --- Get Advice We can help you find the software with the features you need. Features 4.2 (5) 4.2 Based on 5 reviews ## Pricing Value for money 4.2 (5) Free Trial Basic $124.00 Usage Based,Per Month Value for money 4.2 (5) 4.2 Based on 5 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.2 (5) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (5) 4.2 Based on 5 reviews ## User reviews Overall rating 4.2 Based on 5 reviews Filter by rating 5(4) 4(0) 3(0) 2(0) 1(1) Mentioned topic Sorted by most recent KP Kayla P. Estimator Building Materials ### "Great program" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 6, 2025 Serviceminder is easy to use and to keep track of jobs including leads and estimates Pros I love the job tagging and how easy it is to use Cons I definitely have no complaints about this software Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CC Christopher C. Owner Construction ### "Look elsewhere" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 December 6, 2023 Our franchisor uses this software and it is a terrible experience. The UI of the software and mobile app is outdated, old and clunky. The billing/proposal section offer very limited options in terms of formatting and outputs a very dated looking quote with options that are not intuitive. Avoid, look elsewhere, especially given the cost. Pros There isn't much I enjoy as a end user. I do think it makes scheduling and routing better for the call center but this isn't an exclusive feature to serviceminder. Cons Outdated clunky UI, limited functionality with quotes, bundled quote layout not intuitive. Updated quotes dont always update on customer end unless they refresh their browser due to the way the present. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MJ Matt J. Co-Founder Marketing and Advertising ### "Awesome company, awesome people" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 14, 2022 Overall, this is an awesome solution for franchising. I love the people and the innovations. Pros I love this platform! They constantly are innovating and coming out with new features that make life better. I love how they are constantly doing integrations that make doing business with other companies and franchisors more seamless. Cons There is a lot to learn! Sometimes it can feel overwhelming but the support they offer is second to none. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor April 20, 2022 Thanks so much for the review, Matt! JD Joe D. President Consumer Services ### "Residential Cleaning Company Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 19, 2021 Meets all of our scheduling, routing, invoicing, data tracking and customer communication needs. Pros Very dependable, user friendly and robust. Cons No real cons. It meets all of our needs. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 22, 2021 We truly appreciate your honest and detailed review, Joe! EJ Erich J. Franchise Technology Solutions Manager Consumer Services ### "Has helped our teams succeed." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 18, 2021 SM has been a great partner for our organization. Not only does the software have a wide variety of features which is highly configurable, their staff is extremely responsive when questions come up. Pros As a franchisor, visibility and consistency are key to helping us and our franchisees scale their business. Cons Any aspects of the software that I don't like are open to discussion with the support team. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 21, 2021 Thank you for your honest and thorough feedback, Erich! ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.