---
title: "ServiceFactor Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about ServiceFactor Software - reviews, pricing plans, popular comparisons to other HVAC products and more."
source_url: "https://www.capterra.com/p/180517/ServiceFactor/"
page_type: "product"
language: "en"
---

# 

 ServiceFactor Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on August 26, 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

ServiceFactor

## What is ServiceFactor?

ServiceFactor is a cloud-based service and project management software for the field and office. The tool allows users to schedule jobs, manage the activities of their technicians, track inventory, update customer records, and process payments from the field or the office.

## What is ServiceFactor used for?

[HVAC](https://www.capterra.com/hvac-software/)[Plumbing](https://www.capterra.com/plumbing-software/)[Field Service Management](https://www.capterra.com/field-service-management-software/)

Top alternative

Featured

Overall rating

Based on 10 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$130

Per User, Per Month

Free trial  
not 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 ServiceFactor?[Manage this product listing](https://www.g2.com/products/servicefactor/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.

### ServiceFactor

4.7 (10)

VS.

[4.6 (498)](https://www.capterra.com/p/153475/FieldPulse/reviews/)

Starting Price

$130

Per User, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (10)

Ease Of Use

4.5 (498)

Value For Money

4.6 (10)

Value For Money

4.5 (491)

Customer Service

5.0 (10)

Customer Service

4.7 (494)

## ServiceFactor alternatives

[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

[4.3 (341)](https://www.capterra.com/p/150053/ServiceTitan/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

84%

of reviewers

rated it above 4 stars

Highest Rated

[4.6 (1,486)](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

[4.3 (308)](https://www.capterra.com/p/135788/Service-Fusion/reviews/)

Starting price

$259.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/180517/ServiceFactor/alternatives/)

## FAQs about ServiceFactor

Overview

### Which roles and teams benefit most from ServiceFactor?

ServiceFactor is most used by operations leaders, office managers, and service coordinators who need to streamline scheduling, dispatching, and day-to-day field service workflows. Finance and accounting roles use it to track project costs and billing, while owners and executives rely on reporting and operational visibility to support growth and performance decisions.

Answer based on 10 reviews

Overview

### What company size and industries is ServiceFactor built for?

ServiceFactor is built for small service and project management businesses, with 100% of reviewers from small companies and Construction and Consumer Services each at 30%. It also serves Utilities at 20%, aligning with HVAC, plumbing, electrical, and mechanical contractors, especially for HVAC work, which represents 91% of reviewer use cases.

Answer based on 10 reviews

Features and Usability

### What are the key features of ServiceFactor?

ServiceFactor offers job scheduling, dispatch management, work order management, and technician management for field service operations. It also includes billing and invoicing, quotes and estimates, time and expense tracking, inventory management, customer portal access, real-time reporting, QuickBooks integration, and mobile app support.

Integrations

### Which third-party tools and platforms does ServiceFactor integrate with?

ServiceFactor connects natively to QuickBooks Online for accounting and bookkeeping workflows.

Getting Started and Support

### What training and onboarding options does ServiceFactor offer?

ServiceFactor provides in person training, live online sessions, and videos to help teams get started. In person training supports direct instruction, live online sessions allow guided setup and questions in real time, and videos offer self-paced reference for reviewing steps and product features.

Getting Started and Support

### What customer support options does ServiceFactor offer?

ServiceFactor provides Email/Help Desk, FAQ/Forum, Phone Support, and Chat. User feedback on support quality is not available, so no claims can be made about response times, helpfulness, or common frustrations. The listed channels indicate multiple ways to reach help, but not how users experience them.

## Features

AI summary

Based on 915 HVAC reviews

Capterra data shows that buyers of HVAC software rank the following features as their top priorities:

-   **Scheduling** (**66%** of reviewers rated this feature as critical)
-   **Dispatch Management** (**63%**)
-   **Billing & Invoicing** (**65%**)

ServiceFactor supports all three features that reviewers rate most highly: **Scheduling**, **Dispatch Management**, and **Billing & Invoicing**. Combined, these capabilities help businesses coordinate service appointments, assign technicians more efficiently, and manage customer billing from completed work to payment, allowing teams to keep daily operations organized and revenue moving.

Scheduling

5.0 (8)

87.50% of 8 reviewers that rated this feature as important or highly important

Plan availability and assign specific time slots for tasks and resources

Billing & Invoicing

4.9 (7)

100.00% of 7 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

Mobile Access

4.8 (5)

100.00% of 5 reviewers that rated this feature as important or highly important

Access software remotely via mobile devices

Quotes/Estimates

4.9 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

Generate quotes or estimates for customers

Customer Database

4.7 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

A collection of customer information such as contact details, demographics, previous interactions, etc.

Job Scheduling

5.0 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

ServiceFactor 54 features

### All Features
- Accounting Integration: Integrate with a third-party accounting system
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- 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.
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customer History: Access previous interactions or concerns to maintain customer relationships
- Customer Portal: A website or login for customers to access information
- Customer Service Management: Manage relationships with customers and address customer concerns
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Dispatch Management: Manage sending personnel and resources to a site as needed
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Electronic Payments: Electronically collect payments for goods or services
- Electronic Signature: Digitally sign online documents
- Equipment Tracking: Track the location of specific equipment at all times
- For HVAC Companies: Software designed specifically for HVAC companies
- For Plumbing Industry: Serving plumbing industry professionals
- Historical Reporting: Information, data and reports that are being tracked over time
- Inventory Control: Monitor product stock levels
- Inventory Management: Track and manage inventory levels to maintain proper supply
- Inventory Tracking: Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- 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
- Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects
- Location Tracking: Identify the physical location of an individual, asset, device, etc.
- Maintenance Scheduling: Schedule predetermined or ad hoc maintenance services and labor requests
- Mobile Access: Access software remotely via mobile devices
- Mobile App: Access the system via a mobile application
- Mobile Signature Capture: Capture signatures via mobile devices
- Payment Processing: Accept, record, and reconcile financial transactions
- QuickBooks Integration: Integrates with QuickBooks
- Quotes/Estimates: Generate quotes or estimates for customers
- Real-Time Data: Receive data and information in real time
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Real-Time Updates: Receive system updates as soon as any changes are made
- 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
- 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
- Task Scheduling: Track and manage the scheduling of tasks
- Technician Management: Oversee technicians and track their assigned work orders
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Timesheet Management: Track the amount of time spent on a job or task
- 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

4.6 (10)

4.6

Based on 10 reviews

## Pricing

Value for money

4.6 (10)

Basic

$130.00

Per User,Per Month

Value for money

4.6 (10)

4.6

Based on 10 reviews

## Integrations

[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

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

5.0 (10)

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

5.0 (10)

5.0

Based on 10 reviews

## User reviews

Overall rating

4.7

Based on 10 reviews

Filter by rating

5(7)

4(3)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AT

Anne T.

Director of Future Growth

Consumer Services

### "great software "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

June 26, 2025

Amazing! The system really does a lot of the heavy lifting for you, so it really goes hand in hand with whatever you're experiencing.

Pros

I like that service factor has so many features available for use. Makes life easier on the dispatch side.

Cons

I wish there was more flexibility with SF, for example being able to determine which calls techs can see or not.

Switched from

[Acowin](https://www.capterra.com/p/5844/Acowin/)

I was not at the company the time we switched software.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

SH

Sarah H.

Service Operations Manager

Utilities

### "Onsite Training - Definitely Worth It!"

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

June 25, 2025

We have always had the best experience with Service Factor. This is my second training session, and I was still able to learn new things, get a refresher on older items, and consult about certain processes we do that other companies don't.

Pros

\[sensitive content hidden\] went through each item on our Training Agenda sent in. He ensured to review each topic thoroughly to ensure proper understanding. The value we received from the training time onsite and out of our day to day office area was essential.

Cons

Absolutely no cons from the training time! Worth every penny to come out for the training. Make sure you have an idea of what you want to get out of the training time.

Switched from

[Acowin](https://www.capterra.com/p/5844/Acowin/)

Needed a web based system to move away from a server based system

Alternatives considered

[ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/)

Reasons for choosing ServiceFactor

We thoroughly disliked the Service Titan system, at the time it didn't even have Purchase Order capability.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

JN

Jennifer N.

Service Coordinator

Construction

### "Would recommend Service Factor to any contractor."

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 19, 2025

Support is excellent. Product upgrades are continuous. The company really cares about their subscribers. Great product to utilize.

Pros

The program is easy to learn and operate in. Recommended changes are often made when requested. Upgrades are constant and easy to adapt to. The customer file set up is easy to navigate and the layout is pleasing.

Cons

No real cons from a user standpoint. It is always difficult to switch from one software to another. Service Factor support team makes that transition as seamless as possible.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

AK

Annie K.

Project Based Accounting

Mechanical or Industrial Engineering

### "Service Factor is the best"

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

February 13, 2025

Service Factor is the best in every way. \[sensitive content hidden\] were very helpful through the training we had. They were detailed on every piece of the training. All the staff members are very kind and helpful whenever you need them. You will be extremely happy with Service Factor, where they treat you like family! Also if your company needs reports, you can run reports if you need them.

Pros

Service Factor is better than any other software out there. The team that is at Service Factor will help you every step of the way. Even one year after using Service Factor they will help out in every way possible.

Cons

One con is the job costing part, I can not get used to it

Switched from

[RazorSync](https://www.capterra.com/p/130989/RazorSync/)

We switched because Razor Sync, always had outages, never had the reports we needed.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

TL

Teri L.

Office Manager

Utilities

### "Raving Fan!!!"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 13, 2025

Overall everything has been great with Service Factor. The support team listens to what I need or what I am looking for and will either train me on what is already in place or work with their team to establish what I need.

Pros

The ability to format almost everything to what is needed for our company. The Service Factor support team is always very helpful whenever I need them.

Cons

The creating forms feature still gives me trouble, but I really think I just need more training.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

BT

Bill T.

President

Construction

### "My 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

June 22, 2023

Great!

Pros

Dispatch Board, Mobile invoicing, Job costing, etc....

Cons

Tracking office personnel time, Quote section both for smaller jobs and larger jobs. It would be nice to have some type of sales presentation tied into Service Factor.

Reasons for choosing ServiceFactor

Familiar with the system, familiar with the support staff, better product. While Service Factor doesn't have all the bells and whistles as the other it did what we wanted and needed

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

July 3, 2023

Thank you so much for your kind words, Bill We really appreciate you taking the time out to share your experience with us

MA

Merle A.

Owner

Consumer Services

### "Long time user"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 30, 2023

SF allows my business to flow from our customer support, dispatching, maintenance, to billing/invoicing.

Pros

Ease of integration, customer support is like no other.

Cons

We would like a customer news letter feature

Reasons for choosing ServiceFactor

Price and customer support

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

February 3, 2023

Thank you so much for your kind words, Merle. We really appreciate you taking the time out to share your experience with us

WD

Wendi D.

Controller

Construction

### "wd"

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

January 26, 2023

Excellent

Pros

Support. Ease of use. Integration. Functionality.

Cons

Sometimes our company needs it to operating more or in a different way and the options are not available.QBO

Switched from

[Acowin](https://www.capterra.com/p/5844/Acowin/)

Online based and upgraded software

Reasons for choosing ServiceFactor

Because it works in the capacity in which it was designed.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

February 3, 2023

Thank you so much for your kind words, Wendi. We really appreciate you taking the time out to share your experience with us

KK

Kim K.

Office manager

Consumer Services

### "Software / Support"

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

December 28, 2022

Pros

I like that the software is easy to use and the techs are able to catch on very quickly.Also the support they give is top notch.

Cons

I don't really have any dislikes about the software

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

January 5, 2023

Thank you so much for your kind words, Kim. We really appreciate you taking the time out to share your experience with us

PS

Patrick S.

Operations Manager

Facilities Services

### "Great value dispatch/service software"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

November 21, 2022

I have been very satisfied with the ServiceFactor team. We are now moving a second company into the software.

Pros

Moving from a paper system, ServiceFactor has enabled us to become more organized by digitizing many of our outdated processes. Customer support has been outstanding. We have provided a lot of feedback to the ServiceFactor Support Team and they have been very accommodating with updating the software using our suggestions.

Cons

There are a few value-adding features available through other software packages that I would love to see implemented in ServiceFactor. It has greatly improved our operations, but there are things they still need to improve upon.

Alternatives considered

[ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/)

[ServiceTrade](https://www.capterra.com/p/132690/ServiceTrade-Commercial/)

[FieldEdge](https://www.capterra.com/p/111740/FieldEdge/)

[Deltek ComputerEase](https://www.capterra.com/p/8686/ComputerEase/)

[Jonas Construction Software](https://www.capterra.com/p/25050/Jonas-Construction-Software/)

Reasons for choosing ServiceFactor

Two major considerations: (1) We were already working with the software developer and, (2) the price point was one of the best of the packages we considered. The subscription rates charged for Technicians vs. Office Staff are advantageous for companies with large field operations. Other software packages charge much more to add additional field staff to the software subscription.

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.

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