Alternatives to My Service Builder
Compare My Service Builder alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to My Service Builder in 2026. Compare features, ratings, user reviews, pricing, and more from My Service Builder competitors and alternatives in order to make an informed decision for your business.
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Bidtracer
Bidtracer
Bidtracer has been built specifically for the MEP/BAC industry for both construction and service side including but not limited to CRM, Bid Management, Invitation to Bid, BAC Estimating, BAC Engineering, Project Management, Service Agreement, Service Work Orders, Service Repair, Service Projects all built natively in the cloud. Estimating/engineering established live pricing with numerous manufacturers such as JCI, Distech Controls, ABB, Carrier, ALC and many peripheral distributors such as Kele, Alps, Belimo, Siral, Bray. If you haven’t imported it yet, we can import it multiple times throughout the year. Our system caters to businesses of all sizes and accommodates users from various roles such as: estimators, engineers, PMs, sales, executive, and field workers. It includes rich reporting features with customizable reports, charts, and graphs to enable companies to analyze their data in real-time. -
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WERX
Werx App Construction Software
30 DAY FREE TRIAL! No credit card required. Plans as low as $49/m. Professional construction management software designed for all size contractors, Werx streamlines your business with flexible estimates, AIA-Style billing, QuickBooks integration, and real-time labor tracking. Get paid faster with online payments via Stripe. Werx empowers contractors to save time, stay organized, and boost profitability. Manage projects, track time in the field, and send professional invoices all in one platform. Perfect for general contractors, electricians, plumbers, and more. Simplify your operations with the software that works as hard as you do—without breaking the bank. It just WERX! -
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STACK
Stack Construction Technologies
Bid Faster, Win More, and Build Smarter with STACK Takeoff & Estimate and STACK Build & Operate. From office to field, STACK speeds up your processes so you can stay competitive and eliminate uncertainty. Save time with STACK's powerful, time-saving AI features. Accelerated by AI. Driven by You. Features: - Fast, Accurate Takeoffs Powered by AI and Your Expertise - Regional Cost Data & Detailed Estimates - Streamlined Workflows & Document Control Create a free account or schedule a demo today! -
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ThermoGrid
ECI ThermoGrid
ThermoGrid is a specialized contractor management software tool for managing field service operations, designed to meet the unique needs of HVAC-R, plumbing, and electrical companies. With ThermoGrid, you can streamline your workflow and boost your bottom line with powerful features like mobile offline app, scheduling, dispatching, client history tracking, inventory management, service agreements, load calculation, marketing tools, payroll management, invoicing, and estimates. ThermoGrid gives you the power to reach new heights of efficiency, accuracy, and profitability. Don't miss out on the opportunity to transform your business. Try it FREE or contact us today to request a demo!Starting Price: $60 -
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Leap
Leap
With Leap CRM and Leap SalesPro, our two signature software products, you can supercharge your organization with a digital process that reflects how your home improvement business sells and works. Leap helps you efficiently manage every lead, schedule every appointment, and create error-free estimates. You can also get accurate measurements, order materials, schedule your production, manage subcontractors and complete each job on schedule. When it’s time to complete the job, you can produce actionable reports, maintain your margins, and collect payments with simple online invoicing and payment processing. Leap also integrates with many of the industry-leading tools you already use, such as Quickbooks, CompanyCam, Angi, EagleView, and SRS Roof Hub. Plus, you can optimize your entire operations and access Leap’s industry-leading software on the go, whether you’re in the office, in the field, or at home on desktop, tablet, or mobile device.Starting Price: $79/month -
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ConWize is a cloud-based platform that helps construction companies estimate projects more accurately and win more tenders. Estimating construction projects are complex and time-consuming. Overlooked errors can result in losing tenders, or throw you off budget in the execution phase. ConWize simplifies the bidding and estimation process in the tender phase, to protect your company against crucial mistakes, so you can win more tenders, and execute them profitably. We offer: ALL-IN-ONE BIDDING AND ESTIMATING PLATFORM FOR TENDER DEPARTMENTS: Tenders pipeline management, subcontractors bidding automation, advanced estimating tools, indirect costs and profit loading tools, Tender KPI analytics, and more. ESTIMATE PROJECTS AND MANAGE EXECUTION IN ONE PLATFORM: We know that the bottom line of projects is profitability. ConWize's pre-contract management module seamlessly connects the tender and execution phases to maximize control and project monitoring.Starting Price: Free
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Expert Estimation
Pronamics
Expert Estimation provides three license levels of exceptional project cost estimating software. You will create accurate estimates with time-saving formulas and flexible degrees of complexity over an array of features. Our software includes exceptional 24/7 phone, email, and chat support and multiple training options. API allows users to query project data. Use Expert Estimation to confidently control overheads, use accurate trusted formulas, create templates, control margins, have transparent reporting, automate cost estimation, predict cashflows, assign cost codes, perform cost analysis and create take off sets. Expert Estimation integrates a contextual help system linked with Pronamics' online Support Hub, Knowledge Base, Online Training and YouTube channel so you will find useful information and valuable tools quickly and easily. Our software has set the industry standard for estimation software for over 30 years. FREE TRIAL comes with FREE PHONE, EMAIL & CHAT SUPPORT.Starting Price: $125 AUD per month -
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Twimm
Twimm
The GMAO new generation. Twimm increases your productivity, organizes your teams and optimizes your profitability. Twimm manages your maintenance contracts easily and connects you to your technicians. Twimm supports you in maintaining your assets and monitoring your contracts. Elevator, HVAC, Fire detection, Electricity, Green spaces, Facility management, Closure / Security, Multitechnics, Cleaning Plumbing, and sanitary owner? Shopping centers, Territorial communities, Health facilities, Fitness Industries, Property Management, Trustee Universities. Focus on your maintenance activities and save unnecessary IT expenses. Twimm provides a constantly updated solution, accessible everywhere. Your CMMS in SAAS mode. Twimm is developed in saas mode for easy access , by simple connection. Its interoperability, its ability to collect data and intelligently reproduce it make it a complete and unique solution. -
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FastEST Estimating Software
FastEST, Inc.
FastEST Mechanical Estimating Software offers a comprehensive solution for takeoff & estimating from start to finish. All programs have an extensive pricing & material catalog & on-screen takeoff. Reports & quotes are generated in seconds & all programs are easy to learn. We can have you up & running in less the 15 minutes so you can be estimating better today! FastPIPE is industry-leading plumbing & mechanical estimating software for commercial & industrial contractors. Whether you are estimating plumbing, HVAC piping, or industrial process piping, FastPIPE provides all of the takeoff & reporting tools needed to create an accurate & timely quote. FastDUCT is ready-to-go HVAC and duct estimating software that meets the needs of commercial & industrial sheet metal contractors. Features on-screen takeoff for contractors who do duct fabrication and/or HVAC installation. FastWRAP is ideal for mechanical insulation estimating . Takeoffs can be imported from FastPIPE/FastDUCT.Starting Price: $225/month -
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Projul
Projul
Everything you need in construction management software. Built by construction pros. With honest pricing. Projul is the trusted tool that companies use to do more with less. By using Projul you can: - Estimate quickly with templates - Increase your bottom line with change orders - Keep your team on track and accountable - Collaborate effortlessly with channeled communications - Access live construction industry cost data for materials and labor - Organized photos & docs - Never miss a lead with a construction-specific lead pipeline - Run your company from anywhere on desktop and mobile - Save time with scheduling by converting proposals to tasks - Slide project timelines and keep jobs on track - So much more… Maximize profit and efficiency with Projul today!Starting Price: $4,788 per year -
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Simpro
Simpro Software
Simpro is a leading operations management solution for service, maintenance and project contractors. Connect the office to the field, deliver exceptional customer service and gain invaluable insights with automated processes, streamlined workflows and in-depth business reporting. -
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Quadra
ERTH Corporation
Quadra Maintenance Service Contract quoting tool leverages an equipment and tasking library that allows you to create either very high resolution maintenance agreements with very detailed tasking or less granular and complex agreements. The choice is up to you! The versatility of this system ensures that you can satisfy any customer’s requirements; while eliminating the traditional risks associated with maintenance contracts. By detailing your scope of work in your contracts, your customers know exactly what to expect. Quadra Service Call Quoting and Surveying is a tool that allows your technicians to survey customer equipment records as well as create recommendations and quotes, while on-site. Data is entered only once and then available for your technicians or your inside sales team to complete the quote and provide to your customer. -
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FieldWorx
FieldWorx
Grow exponentially. Supercharge your team. Leave with a happy customer. Complete system for plumbing, HVAC, electrical and other home and business service contractors. It's easy-to-use, techs and customers love it. Increase your average ticket and leave with a happy customer. Package options are easy to format and ready for your technician. Key indicators keep you informed and on-track. Separate dash boards so that you can review information with techs and managers. Track marketing dollars, sales above repairs, year-over-year sales volume, average tickets, service agreement sales and other key indicators. -
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Sera
Sera
Many HVAC, plumbing, electrical and other home service businesses leave money on the table from incorrect pricing and inefficiencies. Effortlessly identify pricing and efficiency gaps in your business, adding more money to your bottom line. Field service management software that ensures the jobs field service businesses complete are profitable. Sera is laser-focused on ensuring you beat the industry average of 8% profit with live job time efficiency tracking. Clients have shown an average of a 52% revenue increase compared to their previous FSM solution within the first six months of usage. Generate bigger tickets, dispatch more efficiently, automate service agreements, customer history, and more. Keep your plumbing jobs on track, your customers informed, and give your crew the job details they need, on demand. Schedule jobs efficiently, optimize routes, and send quotes and invoices by text with our electrical software. -
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The Service Manager
Shining Brow Software
Developed by Shining Brow Software, The Service Manager is an innovative platform that empowers organizations of all sizes by giving them unprecedented control over their field service and job cost related activities. Exclusively designed for organizations that install, support, service, and maintain assets, The Service Manager helps users successfully manage customer information, maintain service history, schedule and dispatch work, track costs, monitor service agreements, estimate and quote work, invoice, and more. Core features include preventative maintenance, quotations, contracts, service orders, estimates, graphical dispatch, resource scheduling, among others.Starting Price: $795.00/one-time -
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E4P
Excellence Alliance
E4P is an easy to use platform that acts as a central hub for your commercial estimating efforts. It’s a fast, secure and reliable way to facilitate communication and team collaboration as we adjust to the new Work From Home way of life. This is the right software for Work From Home productivity. Most commercial customers value the long term reliability of their HVAC system above all else. E4P brings value to the customer by ensuring proper maintenance of their equipment. Maintenance is provided by you, the contractor, over a planned period of time. The pre established period of time ensures repeat revenue from your customer. With everything in one place, E4P can help unleash your company’s true commercial service sales potential. Being in the Cloud means all you need to access the program is an internet connection. Whether it be in the office, at the jobsite, at home or on the road, you have access. -
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BuilderSYS
SEnterpriSYS Limited
Sets the industry standard in plan viewing and advanced takeoff software. Our Takeoff allows construction estimators & project managers to view and takeoff PDF plans & CAD output files, calculate materials, count objects, measure straight lengths, as well as calculate simple or complex areas and volumes with amazing speed and accuracy. Can prepare detailed, bill of materials/abstract estimate, including material and labor estimates of residential and low rise commercial buildings. You can also prepare tenders, variations, cost abstract, labor/contractor's bill, generate and approve selected purchase orders. Has features such as job details, remarks, job progress, customer details, contract documents, management, document library, share documents, mail merged standard letters, progress claims updating and job cash book entries. -
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Trimble Metrics MEP
Trimble MEP UK
Integrated end-to-end profitability management for MEP contractors. Deliver MEP projects on time and on budget using Metrics MEP, the cloud-based takeoff, estimating and contract management solution designed to gain visibility on the profitability of your business. Perform digital takeoff in a user friendly environment and manage your jobs to ensure profitability. 30% of MEP contractors are going out of business. Too many MEP contractors go out of business because of inaccurate estimating, out of date material pricing and poor job cost management. How do you make sure you are not one of them? Your focus is on producing highly accurate estimates to ensure the profitability of every job as this can make or break your business. There is no room for error with Metrics MEP. Bad estimates lead to unprofitable jobs. You need an estimating program that allows you to perform takeoff accurately and create estimates from it without having to redo work. Spreadsheets and manual takeoff methodsStarting Price: $622 per user, per year -
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EZcontractPro
EZcontractPRO.com
Design proposals that make sense to your average prospective client. Organized by sections and categories, your proposal will read like a story line for their project. Most clients need assistance in choosing the fixtures for their project. Allowance Items give you a space to provide your client a solid estimate. Not all proposals are signed on the first try. The addendum feature allows you to revise an estimate and clearly show the changes in contrast to the original estimate. Once the project is awarded, there's always a chance that you'll be making adjustments. Change Orders allow you to track additional work and provide a contract in writing for you and your client. Most projects will require some type of payment structure. Using the payment terms form, you can create, edit, and save payment terms for every project. Find yourself selling similar jobs? Templates can speed up the estimate writing. The options are endless!Starting Price: $19.99 per month -
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AutoBid SheetMetal
Trimble
Your complete sheet metal estimating software solution now part of a value-packed subscription. Designed with advanced technology and years of sheet metal experience, Trimble® AutoBid® SheetMetal is the fastest, most accurate estimating software for sheet metal contractors. Specification-driven takeoffs speed up the process by applying specs that automatically determine item properties. Smooth integration with a variety of third-party applications that accelerate estimating and job costing processes. Excel-based bid reports allows you to summarize data quickly and effectively. Customize the constructions standards to normalize your company's regulations. Your subscription includes Trimble’s market-leading AutoBid Mechanical and AutoBid SheetMetal estimating software, integrated OnScreen View graphical takeoff, Advanced Image Manager (AIM) tool, TRA-SER material and labor pricing, submittal management and Trimble Connect collaboration tools. -
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Tolteck
Tolteck
Tolteck, the best software for estimating and invoicing, built for contractors. Suits self-employed persons and small companies. Tolteck will allow you to easily and fastly create documents that will be clear and professional. Whether you are at the office or on a construction site: open Tolteck, create a new document, choose your client, add materials, labor and jobs easily thanks to a research system and automatic back-ups. In 5 minutes, you'll be able to create perfect documents! Powerful yet intuitive software. No installation or setup required. Designed to give you the functionality you need, with none of the hassle. Software designed to create estimates and invoices within minutes. All your business at hand: documents, clients and materials. Compatible with all devices. This is no generic software. We built Tolteck with contractors in order to design the ultimate digital tool for their business, with features tailored to your specific needs.Starting Price: $23 per month -
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FastDUCT
FastEST, Inc.
FastDUCT is commercial HVAC estimating software that simplifies bidding sheet metal and industrial ductwork jobs. FastDUCT can easily handle complex jobs using either your company construction standards or purchased duct. Plus... your reports and spreadsheets will seamlessly integrate with FastPIPE for a complete plumbing, mechanical and HVAC solution! FastDUCT is ready-to-go HVAC estimating software designed to meet the needs of commercial and industrial sheet metal contractors who need a fast and accurate tool to estimate construction costs. We support takeoff and reporting of rectangular, round, and oval ductwork as well as sheet metal and HVAC equipment. FastDUCT is also tightly integrated with FastPIPE and the two work together to produce fast, accurate and complete price quotes integrated into a single Microsoft Excel spreadsheet. And best of all... FastDUCT is backed by our unconditional 60-day money-back guarantee.Starting Price: $225/lease/per month/user -
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Benchmark CAD
Benchmark Enterprise Software
Design, Estimate and Fabricate all with Benchmark Software and Benchmark CAD. Benchmark is the collaborative BIM solution that takes your projects from conception to completion. Benchmark offers a CAD alternative to those without an AutoCAD subscription with Benchmark CAD, a software that offers the full 2D and 3D design experience that you expect from an industry standard CAD program and works seamlessly with Benchmark's existing AutoCAD plug-ins. Using Benchmark CAD or AutoCAD, Benchmark Draft’s AutoCAD integration offers a wide feature set that benefits everyone in your workplace; from estimating in the office to commissioning in the field. begin every design and estimate using built-in SMACNA construction standards. Speed up the design process by tracing PDFs using Benchmark's Routed Systems with a powerful and customizable parts library that gives you the right part with the right connections.Starting Price: $140 per month -
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Rebar
Rebar
Rebar is an AI-powered estimating platform designed specifically for the HVAC industry to automate the process of performing equipment takeoffs and preparing project estimates from construction plans. It analyzes building drawings and project documents using advanced AI and vision-language models to automatically detect, tag, and count HVAC equipment and components directly within the plans. This allows estimating teams to quickly identify items such as dampers, diffusers, and VRF systems while extracting the relevant properties needed to prepare accurate project quotes. By automating these tasks, the platform reduces the amount of manual work required during estimating and enables teams to complete takeoffs in minutes instead of days. It also includes tools for automatic room identification and equipment marking with associated specifications, helping estimators organize information from large construction plans more efficiently. -
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ACOWIN
Team Management Systems
ACOWIN is a state-of-the-art software package designed to manage all aspects of a Service and Project Management company. With its seamless integration with QuickBooks® as well as interfacing with other popular accounting packages and its ease of use, ACOWIN offers the best tool for running a successful operation. ACOWIN’s Schedule and Dispatch board is easy to use, extremely intuitive and should make a dispatcher’s job more pleasant. Simply click on a “card” and drag it to a technician to schedule a call. With the use of colors and symbols, you can tell exactly where a call stands in the dispatching process. Dispatchers can set up multiple boards. Service agreements can be a very profitable part of your business. With ACOWIN, managing your service agreements has just gotten easier. Each site can have an unlimited number of service agreements. The system will automatically generate invoices and inspection slips with detailed instructions at predefined intervals. -
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PataBid Quantify
PataBid
PataBid Quantify is an AI-powered MEP/electrical estimating software designed to revolutionize how large-scale contractors manage project estimation and organizational efficiency. More than just a bidding tool, Quantify transforms complex electrical estimating into a strategic workflow solution for commercial, industrial, institutional, and residential projects. With a comprehensive 65,000-item database and advanced AI features, our platform enables multi-office teams to standardize processes, reduce financial risk, and drive predictable project outcomes. Key Features: -AI Automated Takeoff -Full Closeout Features -Custom ERP Software Integrations (Oracle, SAP, Viewpoint) -Multi-User Capabilities with Advanced Access Controls -Team Management/Permission Settings -Historical Bid Analytics -Dynamic Budgeting - Change Order Management -Seamless Workflow Across Offices and Regions Designed for MEP/electrical contracting companies managing complex, high-stakes projects.Starting Price: $2,460 USD/year -
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RIB Candy
RIB Software
RIB Candy is the leading construction management software suite, designed for the estimation and control of built environment projects. Unique and powerful, Candy has been developed to the industry’s requirement - from take-off to pricing and planning a project, controlling at site level through to the final certificate. Features include project Estimating, Quantity Take-off (QTO), Planning, Forecasting, Cash Flow, Valuations, Subcontract Management and Cost & Allowable.Starting Price: $200 -
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FastWRAP
FastEST, Inc.
FastWRAP is ideal for the mechanical insulation contractor and provides insulation support for mechanical, industrial piping, plumbing, equipment, HVAC piping, HVAC duct, industrial duct and fire-stopping. FastWRAP is an advanced estimating software for commercial & industrial mechanical insulation contractors. FastWRAP estimating software is fully equipped with a complete database and customizable specs for the digital takeoff of mechanical insulation and jacketing for plumbing, piping & HVAC ductwork. FastEST provides online training, customer support, database updates, and program upgrades. FastWRAP is built on our common award-winning estimating platform and includes the same powerful features of FastPIPE and FastDUCT. And best of all... FastWRAP is backed by our unconditional 60-day money-back guarantee. You have nothing to lose and a lot of new mechanical insulation work to gain!Starting Price: $225/month/lease -
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MaxAgreement
CellarStone
MaxAgreement is a Contract Lifecycle Management (CLM) solution that helps you track the life of your contracts and/or agreements with vendors, clients, partners, and other parties, from start to finish. Contract lifecycle management involves the steps necessary to route an agreement for approval, archive the document, and most importantly flag the document for further action and reminders. Simple tasks such as contract expiration dates get lost in manual processes. Mis-management of contracts can cost a company millions of dollars in lost opportunities and additional penalties. Easily track the status of all your active contracts and agreements at a glance. Empower the other party to the agreement with their own copy of the agreement. Manage all your contracts and agreements in one place. Store all your contract and agreement templates in one place, for ease of use when you need to create a new one.Starting Price: $9 per month -
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SaaSGree
Taosir LTD
The #1 SaaS Agreements Builder for B2B teams is an easy-to-use online platform that allows users to generate standard SaaS contracts quickly without hiring a lawyer. You can create a SaaS agreement in under 15 minutes by filling out a simple form and choosing from customizable templates with no editing required. The platform offers a variety of popular contract types, including SaaS agreements, white-label agreements, service level agreements, license agreements, and reseller agreements. All templates are regularly updated to reflect the latest SaaS industry practices and legal standards. The tool produces pixel-perfect PDF outputs with accurate layouts and clear, reliable language. Trusted by companies worldwide, this builder streamlines contract creation for SaaS businesses.Starting Price: $14 -
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Service Order Manager
aimINSIGHT Solutions
Delivers comprehensive mobile capabilities on devices like iPhone/iPad, BlackBerry, Windows Mobile and Android-based Unlock new levels of efficiency and profits with comprehensive service agreements, meter and usage level, subcontractors, equipment, serialization, custom reporting, purchase and sales order process and many more. Scheduling, Work Orders, and Dispatch Software for HVAC, Plumbing, Electrical, and other Service order businesses. An efficient way to organize visit scheduling, quotes, invoicing, billing, and your team. aimInsight Consulting Inc. is a Technisoft Registered Business Partner and as is licensed to sell, install and support all applications within the Technisoft Service Manager product suite. Technisoft Service Manager is a powerful service maintenance tool with a proven history of over 25 years of reliable service to the service and equipment maintenance industries.Starting Price: $40.00/month/user -
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Mize Field Service Management
Syncron
Mize Field Service Management software enables manufacturers and their service network partners to optimize service delivery, increase technician utilization, and grow service profits. Mize FSM improves the product uptime by getting the right technicians, knowledge, and service parts at the right time to the point of service. Companies generate more revenues from service contracts, maintenance agreements, parts & accessories, and related services. Only end-to-end Field Service Management solution to connect with Customers, mobilize Service Technicians, and orchestrate all service processes. Mize FSM optimizes Inspections, Knowledge, Warranty, Service Contracts, Parts, and Field Service. -
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iTrust PRO
iTrust PRO
We help you to take control of the daily tasks of managing your business, while helping to grow your online presence so you can stop paying for leads and start generating them on your own. Send electronic invoices and estimates from your smartphone app with your logo. Reduce time spent with reusable line items then convert leads to clients with quotes that can be accepted online. Get online with a mobile-friendly, search optimized web page. Keep your presence up to date automatically with job broadcasts, customer reviews, verified qualifications and more. Use the iTrust PRO app to schedule appointments with customers, send estimates and invoices, get paid electronically and so much more!Starting Price: $14.99 per month -
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Cetaris Fixed Asset
Cetaris
Cetaris Fixed Asset is designed to track, manage, and optimize the maintenance of your facility and assets. Empower your team with the tools to manage maintenance every day. Drive a return on investment with tools to improve asset reliability, increase warranty capture, strengthen data integrity, manage energy consumption, and streamline part and labor practices. Automate preventive maintenance scheduling to keep your assets running longer. Predict and prevent asset failures to extend lifecycles and reduce downtime. Visualize moments along your critical path to optimize operations in real-time. Use your preferred classification method to bolster corporate decision-making. Track asset warranty agreements and flag warrantable parts and assets directly from the work order. Get highly visible warranty reporting, and gauge the value of agreements to impact future decision-making. -
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Eworks Manager
Eworks Manager
The Eworks Manager Job Management System allows you to control, manage and track all information relating to your staff, jobs, estimates and quotes, invoices, customers and so much more. With Eworks Manager’s Job Management System, you can have total control over your business. Our system is designed to help you manage and track all aspects of your business, from your employees to your jobs and so much more. If your company lies within the technical field and operates with mobile workers, our field service management, vehicle tracking and GPS planning will work perfectly for you. Each interaction is tracked and provides reportable information to evaluate sales performance. Leads can easily be converted to an estimate or sales appointment. Automate marketing email communications to your customer base without the need for a separate system and eliminate redundant data processing.Starting Price: $115 per month -
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HVAC Office
Is2 Software
The HVAC Office is a suite of programs designed to perform all of the functions needed by the HVAC service contractor to handle service work order dispatch, invoicing, and office accounting. The HVAC Office is a suite of programs designed to perform all of the functions needed by the HVAC service contractor to handle service work order dispatch, invoicing, and office accounting. The main work area of the program is the service dispatch area where customer work orders are entered, dispatched, and invoiced. Keep track of ongoing customer maintenance service agreements with the customer contract area. The inventory area and management reports give you a complete look of item usage and needs. There is an integrated flat rate catalog area where you can enter and print your own flat rate catalogs for your technicians as well as being able to import from your purchased flat rate catalog vendors. -
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ContractVaz
CLOUDVAZ
Seamlessly collaborate with your internal and external stakeholders within the contract lifecycle. Use our clause library for drafting documents and produce standard-language agreements. Design your document template or upload existing templates and create agreements. Configure workflows on documents to auto-execute the defined actions at any stage of the agreement. Collaborate in real-time with your internal and external reviewers seamlessly. Define approval flow for each type of document as per your organization needs. Create linear or parallel approval flows for all types of agreements, quotes etc. Seamless integration with market-leading e-signature application providers. Set auto-alerts based on expiry dates of agreements, payment terms etc. Configure the auto allocation of tasks to get reminders at any stage of agreements.Starting Price: $24 per user per month -
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IndusTrack
IndusTrack
Unlock your business potential with our All-in-One Software Solution! Engineered specifically for commercial and residential contractors. Our platform handles estimates, jobs, invoicing, payments, purchase orders, inventory, and reports, all designed to simplify workflows and increase productivity. Connect with us and learn how we bring your office staff and field techs together—seamlessly!Starting Price: $15 -
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Archdesk
EMS Operations
Archdesk is an all-in-one software built specifically for the construction industry. Archdesk covers the workflow from A-Z, from initial client inquiry, through estimation, contracts, project management, budgeting, scheduling, labour management, asset management, costings, reporting, team collaboration till the last invoice is issued. All this in a modern and beautiful workflow accessible from any device.Starting Price: £449 per month -
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Clairilis
Clairilis
Our industry-leading platform, designed for complex legal documents, liberates lawyers from inefficient drafting. The differentiator for banking and finance documentation. Clarilis has been automating complex suites of banking and finance documents for years, including facilities agreements of all types, security packs, legal opinions, and inter-creditor agreements. We combine the best-in-class tech with an experienced, lawyer-led managed service. We automate complex document suites, not one document at a time, the benefits are game-changing. Our experienced PSL-led team manages the design, implementation, delivery, and ongoing maintenance of automation projects, all within a fixed license fee. Deep automation delivers a transformational impact on efficiency, margin, performance, and lawyer well-being, for each and every client. Our intelligent drafting platform provides lawyers with a deeper level of automation than previously seen in the market. -
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Fleetlane
Fleetlane
Fleetlane is a cloud-based mobility and loaner fleet management software designed to help automotive retailers, dealerships, groups and OEMs optimize vehicle utilization, gain real-time visibility into fleet operations, and simplify customer mobility workflows with powerful automation and reporting. It provides features like contactless E-Signature for digital agreements sent directly to customers, telematics integration for real-time tracking of vehicle location, odometer accuracy, fuel level and consumption, and simplified live reporting to reduce manual tasks. It autofills agreement details such as client info, fuel and odometer data, and enables instant in-app payments for fuel, damage, violations and tolls. Fleetlane’s Planner tool gives a clear, real-time view of fleet capacity, scheduled loaner agreements and available vehicles, helping teams manage reservations, maintenance and utilization. -
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LegalNow
LegalNow
Every successful team starts by valuing each successful agreement. With a single click, review agreements, identify latent legal risks, and seamlessly modify contracts with utmost precision. -
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Methvin
Methvin
Methvin is a Collaborative Portal for Clients and Contractors. Shift from the adversary approach of managing clients to one of open communications. This will foster and improve relationships and outcomes for both parties. The shared goals will establish the basis for a motivated team and encourage individual contribution to the end goal of delivering your project on-budget and on-time. Methvin Agile is a project management tool that enables you to visually organize your project in a way better and easier than other expensive software packages. Methvin Agile will provide you with a place to deposit and use critical drawings and documents. Relax knowing that once loaded, these cannot be deleted; but can be retired and replaced with a new version. Further to this, Agile will facilitate the management of incidents on site through to closure including: Management System Estimating Software Gantt Scheduler Takeoff tool Contract documentation Drawing register Client RFIsStarting Price: Free for single users -
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Shark Byte Sales and Estimating CRM
SharkByte
Shark Byte was an idea dreamed up by the creators of Perfectware, industry consultants, and other service contractors. A group that has over 50 years of experience in the Mechanical Service Industry working in sales and management positions. We identified a need to create an integrated sales tool designed specifically for the Mechanical Service Contractor. As we talked with contractors it became clear there is not a solution that meets all the needs. The available options include single disconnected tools, add-ons to service management software, or customizing other commercial CRM packages. So, we designed a solution that encompasses a customer and sales tracking CRM, mobile surveying tool, contract and project estimating, and electronic proposal generation. Throughout the design and programming process, we surveyed contractors to validate Shark Byte methodology and tools and, to create the best Sales Relationship Manager for the industry. -
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Quick QUOTE
Elite Software Development
The Quick QUOTE program uses full screen editing features that provide a simple "fill in the blank" input procedure. All input data is checked at the time of entry so that no improper data can be entered. If you have a question about what the program is requesting, you can press the "?" key which allows the program to offer additional explanations about the input data being requested. Upon completion of the input process, all data is saved to disk and can be reviewed and edited whenever desired. Four types of data are requested: general customer data, proposed equipment models, material, and labor items. The general customer data includes the customer name, address, phone number, and other such data. The desired equipment models are selected and all the best selling features and costs of the proposed equipment are automatically looked up. If a particular model is not in the model library then the model can be entered manually. -
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EasyQuote HVAC
Derden
Whether your company is commercial or residential, EasyQuote HVAC can save your business time & money with affordable & easy to use software. Our estimation software was specifically designed to be easy & affordable for small businesses while also having the quality features that are functional for all business sizes. EasyQuote Software is not like other HVAC software. It requires no expensive training or classes, no contracts, every purchase includes 1 year tech support, and tech support updates are affordable. Proposals have never been this easy. With EasyQuote HVAC you select your equipment quickly from pop up menus. It's so fast you will be able to give your customer several options and close the sale right in their living room. Generate Job files and proposals in seconds. EasyQuote allows multiple variations of quote for good, better, and best presentations or even a gas versus heatpump comparison.Starting Price: $595 one-time payment -
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TenantText
TenantText
TenantText is an AI-powered communication platform designed to simplify and automate interactions between tenants and property managers through text messaging, eliminating the need for apps, logins, or complex systems. It allows residents to send messages and receive instant, intelligent responses to common questions such as balances, policies, parking, or maintenance issues, providing immediate assistance without requiring staff intervention. Its AI assistant is trained on property-specific materials such as lease agreements, rules, FAQs, and maintenance guidelines, enabling it to deliver accurate and context-aware answers while also guiding tenants through troubleshooting steps for routine problems. TenantText can collect detailed maintenance requests, including descriptions and images, ensuring that property teams receive complete information upfront and can prioritize and resolve issues more efficiently.Starting Price: $59 per month -
48
Contractor WorkZone
Trimble
Run your back office from your front seat. Manage your business on site, take the work out of paperwork and get jobs done sooner. Save time and money with our construction management app tool. We take standard construction document processes and digitize them for easier access and organization. Items such as quotes and estimates, purchase orders, site diaries, daily reports, change orders, invoices and more are all now easily attached and accessible from one project link. Download and use completely free at our solo level as long as you want, with unlimited projects and documents for one device. If you’re ready to upgrade for additional features, try any of the paid subscription levels free for 2 weeks. If you're nervous about trying new technology or worry about introducing a new process we've got you covered. Try Contractor WorkZone - A simple, customizable project management and construction app to manage your small business from your phone, tablet or computer.Starting Price: $0 -
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Docusign Document Generation
Docusign
Leverage templates to generate custom, accurate and professional-looking agreements in seconds, adding flexibility, speed and compliance to your agreement process. Create and update agreement templates easily, without sacrificing the ability to include complex logic. Generate custom agreements in a matter of seconds giving your reps more time to spend with customers. Streamline how data is captured and ensure accuracy with data-driven agreement preparation tools. -
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AWS Artifact
Amazon
AWS Artifact is your go-to, central resource for compliance-related information that matters to you. It provides on-demand access to AWS’ security and compliance reports and select online agreements. Reports available in AWS Artifact include our Service Organization Control (SOC) reports, Payment Card Industry (PCI) reports, and certifications from accreditation bodies across geographies and compliance verticals that validate the implementation and operating effectiveness of AWS security controls. Agreements available in AWS Artifact include the Business Associate Addendum (BAA) and the Nondisclosure Agreement (NDA). Perform due-diligence of AWS with enhanced transparency into our security control environment. Continuously monitor the security and compliance of AWS with immediate access to new reports. Review, accept, and manage your agreements with AWS. Apply your AWS agreements to all current and future accounts within your organization.
