ServiceFactor

Field-service management software (including dispatch, scheduling, project management, mobile job management, and invoicing).

Residential and commercial trade contractors (specifically HVAC, plumbing, electrical, and mechanical services), primarily targeting small to mid-sized businesses.

Subscription-based model structured by user role (office staff vs. mobile field technicians).

$130.00 per office user/month and $75.00 per mobile technician/month, with plans starting at $130.00/month.

$3,000.00 onboarding fee, which covers activation, setup, and online training classes.

ServiceFactor allows users to export data directly to Microsoft Excel from most list screens and setup files within the application. Additionally, under the ServiceFactor Subscription Agreement, upon contract termination or expiration, customers are provided a 24-hour access window specifically for exporting their Customer Data.

As of 2025-2026, ServiceFactor (by Team Management Systems) offers essentially no native AI features. The platform relies on conventional, rule-based workflow automation and legacy algorithms for field service management rather than machine learning models, generative AI, LLM assistants, or AI-powered estimating.

None. ServiceFactor provides a standard visual dispatch board with crew scheduling and capacity planning tools, but it does not offer AI-powered route optimization or dynamic machine-learning dispatching.

None. While ServiceFactor advertises 'intelligent invoicing' (which automatically applies pre-configured discounts for service agreement customers) and batch 'Quick Post' functionality, these are deterministic, rule-based accounting automations rather than AI/ML-driven invoice extraction or AP/AR automation.

None. ServiceFactor does not provide a native conversational AI assistant/copilot, nor does it support or offer an MCP (Model Context Protocol) server.

ServiceFactor natively connects to QuickBooks and QuickBooks Online for accounting and bookkeeping. The integration between field operations and accounting is direct/native.

ServiceFactor does not maintain a public app marketplace or partner directory.

ServiceFactor is not supported by major construction or B2B unified-API connectors such as Agave or Merge.dev.

ServiceFactor does not operate a native standalone general ledger accounting system; it relies on integration with external accounting software, primarily QuickBooks and QuickBooks Online, to handle cash or accrual accounting methods.

Not publicly published; vendor offers a structured onboarding program with pre-launch review, but specific timeline metrics (days, weeks, or months) are not publicly disclosed.

Does not require a third-party VAR; onboarding and training are provided directly in-house by Team Management Systems' dedicated implementation and support team.

ServiceFactor, developed by Team Management Systems, Inc. (founded in 1991), is a specialized, cloud-based field service and project management platform tailored for small-to-midsize residential and commercial trade contractors, primarily in HVAC, plumbing, electrical, and mechanical services. It offers core functionality including dispatching, job tracking, service agreement management, and mobile field invoicing with QuickBooks integration.

Team Management Systems reports serving 'hundreds of contractors' across its software portfolio. It maintains a relatively small customer footprint compared to dominant industry platforms, as evidenced by low total review volumes across B2B software review directories.