# SPConnect Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about SPConnect Software - reviews, pricing plans, popular comparisons to other Field Service Management products and more.

Source: https://www.capterra.com/p/218615/Connect-Software

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# 

 SPConnect Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://sp-hvac.com/&name=SPConnect)

## 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 (1,456)](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 (1,416)

Value For Money

4.9 (13)

Value For Money

4.4 (1,220)

Customer Service

4.9 (14)

Customer Service

4.6 (1,369)

## SPConnect alternatives

[4.4 (329)](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

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

Starting price

$245.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.4 (387)](https://www.capterra.com/p/122541/Kickserv/reviews/)

Starting price

$60.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

Activity Tracking

Track and document all activities across devices, networks, and other systems

SPConnect 82 features

Define levels of authorization for access to specific files or systems

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage the process of evaluating documents or requests submitted for approval

Manage assets throughout their lifecycle to optimize profit

A record of all activities within the system, including user access, changes made, etc.

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Create, manage, and send invoices or bills to customers

Track and manage schedules and meetings via an integrated calendar

Private online space that lets businesses securely share documents and provide information access to clients

For commercial and industrial purposes

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Create, edit, and revise contracts/written agreements

Track, store, and access client contracts or licenses

Collection of data related to the costs associated with various items, products, services, or activities

Forecast the cost and resources required to complete a project

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

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

Access previous interactions or concerns to maintain customer relationships

Store and organize information about customers and previous interactions

Add customized logos and colors to align with company branding

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Manage sending personnel and resources to a site as needed

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Assemble applications and processes by dragging over and arranging pre-built components

Manage procedures that ensure organizational equipment remains in working condition

Track the location of specific equipment at all times

Store and access documents, forms, and photos in one centralized place

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Software designed specifically for HVAC companies

Information, data and reports that are being tracked over time

Monitor product stock levels

Track and manage inventory levels to maintain proper supply

Calculate total itemized costs, including initial costs and any changes

Manage and track all job information and associated tasks

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Track, manage, and standardize customer rates for services performed by technicians

Automatically identify and save contact information of potential customers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Identify the physical location of an individual, asset, device, etc.

Schedule predetermined or ad hoc maintenance services and labor requests

Access software remotely via mobile devices

Manage and support multiple locations

Track all opportunities for potential sales and convert them into recurring revenue

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

Create proposals based on costs of labor and materials

Create, send, and track purchase orders and their statuses

Integrates with QuickBooks

Generate quotes or estimates for customers

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Define, track, and/or automate sales activities and sales processes

Plan availability and assign specific time slots for tasks and resources

Search and filter data across systems to locate required information by entering keywords or certain criteria

Online portal through which end users can access the system, manage tasks, or obtain information

Track work performed and resources used for past customers, sites, or assets

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Track and manage the scheduling of tasks

Oversee technicians and track their assigned work orders

Create, save, and re-purpose templates for emails, forms, etc.

Track the amount of time spent on a job or task

Creating, assign, and track jobs and/or tasks for work orders

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

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## 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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

May 3, 2021

Thank you for the review, Guy!

[View all Reviews](https://www.capterra.com/p/218615/Connect-Software/reviews/)

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)