--- title: "SPConnect Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SPConnect Software - reviews, pricing plans, popular comparisons to other Service Dispatch products and more." source_url: "https://www.capterra.com/p/218615/Connect-Software/" page_type: "product" language: "en" --- # SPConnect Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 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) SPConnect ## What is SPConnect? Designed for the Commercial HVAC Service industry, SPConnect has proven to help grow service contractors by an average of over 20% each year. SPConnect provides robust asset/equipment management, pricing for multiple types of service agreements and other quotes. It produces 28 custom, professionally branded documents, has a robust CRM and - recently released - integrated dispatching, scheduling, full field and contract management! Replace multiple software platforms with one elegant solution. ## What is SPConnect used for? [Preventive Maintenance](https://www.capterra.com/preventive-maintenance-software/)[HVAC](https://www.capterra.com/hvac-software/)[HVAC Estimating](https://www.capterra.com/hvac-estimating-software/) Top alternative Featured Overall rating Based on 14 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $99 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 SPConnect?[Manage this product listing](https://www.g2.com/products/spconnect/claim_requests/new?auto=true) ## SPConnect Overview Updated September 2026 AI summary SPConnect supports small and midsize businesses in managing field service operations by combining work order management, scheduling, dispatch, and inventory tracking with features like billing, mobile access, and quoting. The platform extends to sales force automation, preventive maintenance, and document generation, offering optional CRM, contract management, and reporting tools. Deployment is available via cloud and mobile devices. ## 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. ### SPConnect 4.7 (14) VS. [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price $99 Per User, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (14) Ease Of Use 4.6 (1,446) Value For Money 4.9 (13) Value For Money 4.4 (1,249) Customer Service 4.9 (14) Customer Service 4.6 (1,399) ## SPConnect alternatives [4.4 (333)](https://www.capterra.com/p/157262/QuickBase/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.6 (498)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting price Contact vendor for pricing 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 [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars ## FAQs about SPConnect Overview ### Which roles and teams benefit most from SPConnect? SPConnect is most used by business development, sales, and customer success teams that need to manage relationships, track opportunities, and support account growth. Operations and project administrators rely on it to coordinate service workflows, while owners and executives use it for visibility into performance, team activity, and customer follow-up. Answer based on 14 reviews Overview ### What company size and specific industries is SPConnect built for? SPConnect is designed for commercial HVAC service contractors, including companies that also manage multiple commercial divisions such as plumbing and electrical. It is not suited for construction companies or residential contractors, making it a fit for commercial service businesses rather than home-focused or general construction firms. Features and Usability ### What are the key features of SPConnect? SPConnect offers work order management, job scheduling, task tracking, dispatch management, and technician management for field operations. It also includes contract lifecycle management, estimating, quotes and proposals, invoicing, inventory tracking, mobile access, reporting and analytics, and role-based permissions for service and project control. Getting Started and Support ### What training and onboarding options does SPConnect offer? SPConnect provides in person training, live online sessions, webinars, and videos to help teams get started. In person training supports direct instruction, live online sessions allow guided remote setup, webinars cover group learning, and videos offer self-paced reference. Getting Started and Support ### What customer support options does SPConnect offer? SPConnect provides email/help desk, FAQ/forum, knowledge base, and phone support. Support content is organized for self-service and direct contact, but no reviewer feedback is available here to describe response times, helpfulness, or common frustrations with the support experience. ## Features AI summary Based on 4,034 Service Dispatch reviews Capterra data shows that buyers of field service management software rank the following features as their top priorities: - **Job Tracking** (**75%** of reviewers rated this feature as critical) - **Job Scheduling** (**76%**) - **Mobile Access** (**62%**) SPConnect supports all three of the features reviewers value most: **Job Tracking**, **Job Scheduling**, and **Mobile Access**. Together, these capabilities help businesses keep field work organized, assign jobs at the right time, and give technicians access to updates from anywhere, allowing teams to respond faster and manage service operations more efficiently. Contract Drafting 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, edit, and revise contracts/written agreements Estimating 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Estimate expected cost based on various factors before a project begins Real-Time Reporting 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Active reporting of data and metrics Access Controls/Permissions Define levels of authorization for access to specific files or systems 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 SPConnect 90 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - 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 - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commercial/Industrial: For commercial and industrial purposes - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract Drafting: Create, edit, and revise contracts/written agreements - Contract/License Management: Track, store, and access client contracts or licenses - Cost Database: Collection of data related to the costs associated with various items, products, services, or activities - Cost Estimating: Forecast the cost and resources required to complete a project - 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. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Management: Store and organize information about customers and previous interactions - Customizable Branding: Add customized logos and colors to align with company branding - 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: Notifies field service workers of their upcoming assignments. - Dispatch Management: Manage sending personnel and resources to a site as needed - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Documents: Maintain a repository of documents related to the product, such as technical specifications or contracts - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Equipment Maintenance: Manage procedures that ensure organizational equipment remains in working condition - Equipment Tracking: Track the location of specific equipment at all times - Estimating: Estimate expected cost based on various factors before a project begins - File Storage: Store and access documents, forms, and photos in one centralized place - Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history - For HVAC Companies: Software designed specifically for HVAC companies - 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 Costing: Calculate total itemized costs, including initial costs and any changes - 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 - Labor Rates: Track, manage, and standardize customer rates for services performed by technicians - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - 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 Signature Capture: Capture signatures via mobile devices - Multi-Location: Manage and support multiple locations - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Predictive Maintenance: Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms - Preventive Maintenance: Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements - Proposal Generation: Create proposals based on costs of labor and materials - Purchase Order Management: Create, send, and track purchase orders and their statuses - 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 - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Service History: Track work performed and resources used for past customers, sites, or assets - Software: Integrate with software such as ERP or CRM to use data for document generation - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Technician Management: Oversee technicians and track their assigned work orders - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - 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 - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (14) 4.5 Based on 14 reviews ## Pricing Value for money 4.9 (13) Basic $99.00 Per User,Per Month Value for money 4.9 (13) 4.9 Based on 13 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 4.9 (14) 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 4.9 (14) 4.9 Based on 14 reviews ## User reviews Overall rating 4.7 Based on 14 reviews Filter by rating 5(10) 4(4) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent GW Gamble W. MSR Construction ### "Good stuff" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 November 8, 2021 It's great! I can't imagine any other program being as easy to use as Connect. Looking forward to seeing what comes next :) Pros It makes generating contracts and proposals really easy. Cons Some of the quirks are frustrating, but nothing major. For example, identifying who the authorized signed is but having them show up on the document as "undefined undefined" instead of their name. 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. MM Michael M. VP Construction ### "Great for HVACR Service teams" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 8, 2021 Pros Connect is tailored for our use as an HVACR service provider that needs both closely track the many leads and proposals generated by our sales development team, as well as organize and manage the relationships with our current client base. Being able to handle the entire sales process from lead generation all the way through to the booking package limits the amount of paperwork and streamlines the sales process so our team can focus more of their time on generating more leads and contacts. The fact that it is built with all the industry terminology, data, and other specifics for our industry allowed for quick implementation. Cons As a software platform that is being enhanced and expanded, the typical bugs can be expected and seen at times. Support team has been excellent at following up and resolving in reasonable amount of time and with good communication though which is helpful. 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. CS Cindy S. Owner Management Consulting ### "Excellent Company, Leadership, Brand and Product" 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 May 15, 2021 We are thrilled with Connect Software and the support team as well. Having met and gotten to know \[SENSITIVE CONTENT HIDDEN\], we love their overall vision, too. Pros This software as easy to learn and implement, and it has saved us so much time compared to our previous methods - it also offers numerous ways to analyze the data and we are seeing our business so much more clearly, with actionable ways to grow. Cons That it wasn’t here sooner! We have found the on boarding to be fairly minimal and pain free. 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 May 18, 2021 Thank you for the review, Cindy! SO Stephen O. Chairman Professional Training & Coaching ### "Increased sales" 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 May 4, 2021 Great customer support, easy to use, and is a software that continuously enhances it's features and benefits. Pros The depth of live data used to simplify and customize complex solutions for the customers. The program increases the productivity of the sale team by streamlining the sales process and producing professional materials for the customer engagements. Cons The 2021 upgraded version is much faster and easier to use, learning the new program updates (of any software) can be a challenge - but it was worth it! Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) The depth of applicable data and customization available. Reasons for choosing SPConnect Connect is a digitized version of proven best practices used to grow HVAC service company's for decades. The proven process, technology, support and training are specifically designed to met the needs of our associates and company. 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 May 6, 2021 Thank you for the review, Stephen! MN Michael N. Vice President Construction ### "Complete Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 29, 2021 This software provides a very methodical strategy to organizing and selling service agreements. Customer support is very responsive and questions and problems were answered quickly. Pros I particularly liked the multiple adjustment options to cater to our own business. Versatility and structure are the top features this software offers. Cons Mobile App still needs some work. Sometimes the webpages are slightly slow to update. 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 May 3, 2021 Thank you for the review! Updates to mobile app coming your way soon! EH Emma H. Customer Success Manager Facilities Services ### "Commercial Based Software " 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 29, 2021 Pros This software has provided our 18 member companies a product dedicated to commercial based companies compared to the other product's available in the market which are tailored to residential companies. It has increased sales productivity with it's ease of use and onboarding process. I have heard nothing but positive feedback from our members that have made the switch to this software. Cons From what we hear from our member companies, they want it to be the complete package of sales and operations. The operations piece is in the works but not released yet, so we get a lot of impatient inquiries. 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 May 3, 2021 Thank you for the review, Emma! BC Brittany C. Business Development Construction ### "Connect Software 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 April 29, 2021 I started using the program during the trial and since then things have come full circle. The program is easy to use once you understand it and keeps all of your information in one place. This program can be very beneficial for your team to be able to see what everyone is doing. Pros Once you learn the program it is really beneficial to your team. I like the formality of the proposals once they are uploaded. The program is easy to use. Cons Just like everything it takes time to learn and understand how things work. I wouldn't necessarily say it's a con, because anything that is new needs learned and practiced. 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 May 3, 2021 Thank you for the review, Brittany! MT Martha T. Contract/Project Administrator Construction ### "Beta Tester" 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 April 29, 2021 Connect is going to allow us to use one software platform instead of the three we use right now. We are going to have better reporting tools on contracts and on the overall customer which is going to be a huge bonus! I look forward to everything that Connect is going to offer! Pros I like the ease in which you can move around the software and that all customer information is in once place. I have really enjoyed being a part of the implementation team and the quick turnaround times when we do come across a problem. The customer service team is always available and a joy to work with! Cons At this time, my least favorite item is the dispatch portion (which is still being developed). I feel once we're fully up and running, and with a few tweaks, this will also be a great tool! Switched from [Jonas Construction Software](https://www.capterra.com/p/25050/Jonas-Construction-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 May 3, 2021 Thank you for the review, Martha! And thank you for being our dispatch guinea pig as we work to build the perfect product! DS Drew S. Maintenance Sales Rep Mechanical or Industrial Engineering ### "Perfect software for Mechanical contractors" 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 29, 2021 I came from a large company and really needed something to use like this. The original system we used was a binder and it took a lot of time to price. Since my initial training, I have been all over the system, and love the ease of use and reporting. Pros The ease of use and implementation from equipment input to pricing and agreements, truly seamless. I think everyone can benefit from this software. Cons Just originally felt like the equipment that was in the system was geared for the south. However, all I had to do is ask support and they added what I wanted into the system. 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 May 3, 2021 Thank you for the review, Drew! GS Guy S. Business Development Mechanical or Industrial Engineering ### "Less stress" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 April 29, 2021 Using it daily to keep track of leads / write proposals Pros The proposal writing aspect of this is making my job a little easier Cons Good program, just took some getting used to 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 May 3, 2021 Thank you for the review, Guy! 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