Comparison

Your own software vs. the platforms you rent

Every capability below is one that field service companies actually buy software for. The first column is the system SRVCWRX builds with you — the same one running SMW Refrigeration & Heating — named by you and owned by your company.

This is a capability comparison, not a hit piece. Every platform here is good at what it was designed for. Where one of them covers something on a higher tier or as a paid add-on, it is marked partial rather than missing.

Full support Partial / add-on Not available

Field service management feature comparison between software you own and ServiceTitan, Housecall Pro, Jobber, FieldEdge, Service Fusion and Workiz.
Feature	Your own software Built to your process, owned by your company	ServiceTitan Enterprise FSM suite	Housecall Pro SMB home services	Jobber Small trades	FieldEdge HVAC / plumbing	Service Fusion Value FSM	Workiz Dispatch + phone
Core operations
Scheduling & dispatch board	Full support	Full support	Full support	Full support	Full support	Full support	Full support
Click N Drop (alt-click to move a job)You own it	Full support	Not available	Not available	Not available	Not available	Not available	Not available
Drag-and-drop dispatch	Full support	Full support	Full support	Full support	Full support	Full support	Full support
Capacity planning	Full support	Full support	Partial or paid add-on — Basic availability rules rather than true capacity planning	Partial or paid add-on — Availability view only	Partial or paid add-on — Limited capacity tooling	Partial or paid add-on — Manual scheduling controls	Partial or paid add-on — Availability view only
Drive-time awareness	Full support	Full support	Partial or paid add-on — Route view; drive time not factored into booking	Partial or paid add-on — Routing available, not tied to capacity	Partial or paid add-on — Routing add-on	Partial or paid add-on — Basic routing	Partial or paid add-on — Route optimization on higher plans
Supply house runsYou own it Dispatchers drop a stop at a local HVAC supply house onto a tech's route, with traffic-aware drive time, a pickup list, and mobile check-in.	Full support	Not available	Not available	Not available	Not available	Not available	Not available
GPS / breadcrumb tracking	Full support	Partial or paid add-on — Fleet tracking is a paid add-on	Partial or paid add-on — Live tech tracking on higher plans	Partial or paid add-on — Limited to check-in location	Partial or paid add-on — Fleet add-on	Partial or paid add-on — GPS add-on	Partial or paid add-on — GPS on higher plans
Multi-business-unit support	Full support	Full support	Partial or paid add-on — Single business unit; tags used as a workaround	Not available	Partial or paid add-on — Departments only	Partial or paid add-on — Departments only	Partial or paid add-on — Single business unit
Field & mobile
Native offline modeYou own it	Full support	Partial or paid add-on — Partial offline; some actions need a connection	Partial or paid add-on — Limited offline support	Partial or paid add-on — Limited offline support	Partial or paid add-on — Limited offline support	Partial or paid add-on — Limited offline support	Partial or paid add-on — Limited offline support
Mobile pricebook	Full support	Full support	Partial or paid add-on — Simplified price list on mobile	Partial or paid add-on — Line-item list only	Full support	Partial or paid add-on — Basic list	Partial or paid add-on — Basic list
Digital forms & checklists	Full support	Full support	Partial or paid add-on — Custom fields; limited form builder	Partial or paid add-on — Custom fields on higher plans	Partial or paid add-on — Forms on higher tiers	Partial or paid add-on — Custom fields	Partial or paid add-on — Custom fields
Photo & video capture on jobs	Full support	Full support	Full support	Full support	Full support	Partial or paid add-on — Photos only	Full support
Technician scorecards with bonus gatesYou own it Weekly grades per job feed bonus-eligibility gates, not just a dashboard view.	Full support	Partial or paid add-on — Reporting only, no native bonus gating	Partial or paid add-on — Reporting only, no native bonus gating	Partial or paid add-on — Reporting only, no native bonus gating	Partial or paid add-on — Reporting only, no native bonus gating	Partial or paid add-on — Reporting only, no native bonus gating	Partial or paid add-on — Reporting only, no native bonus gating
Dedicated installer crew appYou own it A separate role and mobile experience for installation crews: today's installs, project progression, and install-specific forms.	Full support	Not available	Not available	Not available	Not available	Not available	Not available
Built-in training academy / LMSYou own it Courses, learning paths, certifications, employee handbook, policy library, team org chart, and a What's New feed inside the platform.	Full support	Partial or paid add-on — Basic training content	Not available	Not available	Not available	Not available	Not available
Sales & estimates
Good / better / best estimates	Full support	Full support	Partial or paid add-on — Option pricing, less structured presentation	Partial or paid add-on — Optional line items	Partial or paid add-on — Options available	Partial or paid add-on — Manual setup	Partial or paid add-on — Manual setup
Estimate follow-up automation	Full support	Full support	Partial or paid add-on — Included in marketing add-on	Partial or paid add-on — Automated follow-ups on higher plans	Partial or paid add-on — Add-on	Partial or paid add-on — Manual	Partial or paid add-on — Automations on higher plans
Financing presentation	Full support	Full support	Partial or paid add-on — Via partner integrations	Partial or paid add-on — Via partner integrations	Partial or paid add-on — Via partner integrations	Not available	Partial or paid add-on — Via partner integrations
Membership upsell prompts	Full support	Full support	Partial or paid add-on — Manual prompting	Partial or paid add-on — Manual prompting	Partial or paid add-on — Agreement reminders	Not available	Not available
Proposal tracking / engagement signals	Full support	Full support	Partial or paid add-on — Viewed / approved status only	Partial or paid add-on — Viewed / approved status only	Partial or paid add-on — Status only	Not available	Partial or paid add-on — Status only
Pricebook
Flat-rate pricebook	Full support	Full support	Full support	Partial or paid add-on — Line-item pricing, not true flat rate	Full support	Partial or paid add-on — Basic price list	Partial or paid add-on — Basic price list
Dynamic / cost-plus pricing	Full support	Full support	Partial or paid add-on — Manual markup	Partial or paid add-on — Manual markup	Partial or paid add-on — Markup rules	Partial or paid add-on — Manual markup	Partial or paid add-on — Manual markup
AHRI matchup integrationYou own it	Full support	Partial or paid add-on — Equipment catalog integrations, no native AHRI matchup	Not available	Not available	Not available	Not available	Not available
Bulk price updates	Full support	Full support	Partial or paid add-on — CSV import	Partial or paid add-on — CSV import	Partial or paid add-on — Import tools	Partial or paid add-on — CSV import	Partial or paid add-on — CSV import
Assembly kits	Full support	Full support	Partial or paid add-on — Bundled items	Partial or paid add-on — Bundled items	Full support	Partial or paid add-on — Bundles	Not available
Customer experience
Customer portal	Full support	Full support	Full support	Full support	Partial or paid add-on — Portal on higher tiers	Partial or paid add-on — Limited portal	Partial or paid add-on — Limited portal
Online booking	Full support	Full support	Full support	Full support	Partial or paid add-on — Web request form	Partial or paid add-on — Web request form	Full support
Two-way SMS	Full support	Full support	Full support	Full support	Partial or paid add-on — Add-on	Partial or paid add-on — Add-on	Full support
Automated reminders	Full support	Full support	Full support	Full support	Full support	Partial or paid add-on — Basic notifications	Full support
Review requests	Full support	Full support	Full support	Full support	Partial or paid add-on — Add-on	Partial or paid add-on — Manual	Full support
Real-time technician arrival trackingYou own it A public, no-login page showing the assigned technician, live truck location, ETA, and arrival window while the tech is en route.	Full support	Partial or paid add-on — Available via add-on	Partial or paid add-on — Basic tracking link	Partial or paid add-on — Basic tracking link	Not available	Not available	Not available
Online membership & contract signing Customers sign service agreements and contracts online without logging in.	Full support	Partial or paid add-on — E-sign on higher tiers	Partial or paid add-on — E-sign available	Partial or paid add-on — E-sign available	Not available	Not available	Partial or paid add-on — E-sign available
Marketing & growth
Self-updating audiences & journeysYou own it Marketing audiences recompute automatically as customer attributes change, and journey members exit when they no longer match.	Full support	Partial or paid add-on — Marketing Pro add-on	Not available	Not available	Not available	Not available	Not available
Marketing attribution & ROASYou own it Ad spend, lead attribution by channel, and realized + predicted return on ad spend in one P&L view, feeding an Intelligence tab.	Full support	Partial or paid add-on — Marketing Pro add-on	Not available	Not available	Not available	Not available	Not available
Budget pacing & spend guidanceYou own it Per-channel monthly budget, live pacing vs. expected, projected month-end spend, and capacity-aware hold/push recommendations.	Full support	Not available	Not available	Not available	Not available	Not available	Not available
Back office
Invoicing & payments	Full support	Full support	Full support	Full support	Full support	Full support	Full support
QuickBooks Online integration	Full support	Full support	Full support	Full support	Full support	Full support	Partial or paid add-on — Sync with mapping limits
Payroll / performance pay	Full support	Full support	Partial or paid add-on — Timesheets; payroll via partner	Partial or paid add-on — Timesheets; payroll via partner	Partial or paid add-on — Timesheets	Partial or paid add-on — Timesheets	Partial or paid add-on — Timesheets
Job costing	Full support	Full support	Partial or paid add-on — Basic profitability view	Partial or paid add-on — Basic profitability view	Partial or paid add-on — Basic costing	Partial or paid add-on — Basic costing	Partial or paid add-on — Basic costing
Inventory & truck stock	Full support	Full support	Partial or paid add-on — Simple item tracking	Not available	Full support	Partial or paid add-on — Basic inventory	Partial or paid add-on — Basic inventory
Purchase orders	Full support	Full support	Partial or paid add-on — Higher tiers	Not available	Full support	Partial or paid add-on — Basic POs	Partial or paid add-on — Higher plans
AI & innovation
AI call answering / virtual receptionistYou own it	Full support	Partial or paid add-on — AI voice features on enterprise tiers	Partial or paid add-on — AI answering add-on	Partial or paid add-on — AI receptionist add-on	Not available	Not available	Partial or paid add-on — AI answering add-on
AI-assisted booking	Full support	Partial or paid add-on — Higher tiers	Partial or paid add-on — Add-on	Partial or paid add-on — Add-on	Not available	Not available	Partial or paid add-on — Add-on
Call transcripts	Full support	Partial or paid add-on — Call recording add-on	Partial or paid add-on — Recording only	Partial or paid add-on — Recording only	Not available	Not available	Full support
AI follow-ups	Full support	Partial or paid add-on — Marketing suite add-on	Partial or paid add-on — Add-on	Partial or paid add-on — Add-on	Not available	Not available	Partial or paid add-on — Add-on
Pricing & contract
Transparent per-user pricing	Full support	Not available	Full support	Full support	Not available	Partial or paid add-on — Published tiers, quoted setup	Full support
No long-term contractYou own it	Full support	Not available	Full support	Full support	Not available	Partial or paid add-on — Annual terms common	Full support
Onboarding & data migration included	Full support	Not available	Partial or paid add-on — Guided setup; migration help varies	Partial or paid add-on — Self-serve import	Not available	Partial or paid add-on — Setup fee varies	Partial or paid add-on — Self-serve import
Month-to-month billing	Full support	Not available	Full support	Full support	Not available	Partial or paid add-on — Annual discount pressure	Full support
You own the code and the databaseYou own it	Full support	Not available	Not available	Not available	Not available	Not available	Not available

Your own softwareBuilt to your process, owned by your company

Core operations

Scheduling & dispatch board
Full support
Click N Drop (alt-click to move a job)
Full support
Drag-and-drop dispatch
Full support
Capacity planning
Full support
Drive-time awareness
Full support
Supply house runs
Dispatchers drop a stop at a local HVAC supply house onto a tech's route, with traffic-aware drive time, a pickup list, and mobile check-in.
Full support
GPS / breadcrumb tracking
Full support
Multi-business-unit support
Full support

Field & mobile

Native offline mode
Full support
Mobile pricebook
Full support
Digital forms & checklists
Full support
Photo & video capture on jobs
Full support
Technician scorecards with bonus gates
Weekly grades per job feed bonus-eligibility gates, not just a dashboard view.
Full support
Dedicated installer crew app
A separate role and mobile experience for installation crews: today's installs, project progression, and install-specific forms.
Full support
Built-in training academy / LMS
Courses, learning paths, certifications, employee handbook, policy library, team org chart, and a What's New feed inside the platform.
Full support

Sales & estimates

Good / better / best estimates
Full support
Estimate follow-up automation
Full support
Financing presentation
Full support
Membership upsell prompts
Full support
Proposal tracking / engagement signals
Full support

Pricebook

Flat-rate pricebook
Full support
Dynamic / cost-plus pricing
Full support
AHRI matchup integration
Full support
Bulk price updates
Full support
Assembly kits
Full support

Customer experience

Customer portal
Full support
Online booking
Full support
Two-way SMS
Full support
Automated reminders
Full support
Review requests
Full support
Real-time technician arrival tracking
A public, no-login page showing the assigned technician, live truck location, ETA, and arrival window while the tech is en route.
Full support
Online membership & contract signing
Customers sign service agreements and contracts online without logging in.
Full support

Marketing & growth

Self-updating audiences & journeys
Marketing audiences recompute automatically as customer attributes change, and journey members exit when they no longer match.
Full support
Marketing attribution & ROAS
Ad spend, lead attribution by channel, and realized + predicted return on ad spend in one P&L view, feeding an Intelligence tab.
Full support
Budget pacing & spend guidance
Per-channel monthly budget, live pacing vs. expected, projected month-end spend, and capacity-aware hold/push recommendations.
Full support

Back office

Invoicing & payments
Full support
QuickBooks Online integration
Full support
Payroll / performance pay
Full support
Job costing
Full support
Inventory & truck stock
Full support
Purchase orders
Full support

AI & innovation

AI call answering / virtual receptionist
Full support
AI-assisted booking
Full support
Call transcripts
Full support
AI follow-ups
Full support

Pricing & contract

Transparent per-user pricing
Full support
No long-term contract
Full support
Onboarding & data migration included
Full support
Month-to-month billing
Full support
You own the code and the database
Full support

ServiceTitanEnterprise FSM suite

Core operations

Scheduling & dispatch board
Full support
Click N Drop (alt-click to move a job)
Not available
Drag-and-drop dispatch
Full support
Capacity planning
Full support
Drive-time awareness
Full support
Supply house runs
Dispatchers drop a stop at a local HVAC supply house onto a tech's route, with traffic-aware drive time, a pickup list, and mobile check-in.
Not available
GPS / breadcrumb tracking
Partial or paid add-on — Fleet tracking is a paid add-on
Multi-business-unit support
Full support

Field & mobile

Native offline mode
Partial or paid add-on — Partial offline; some actions need a connection
Mobile pricebook
Full support
Digital forms & checklists
Full support
Photo & video capture on jobs
Full support
Technician scorecards with bonus gates
Weekly grades per job feed bonus-eligibility gates, not just a dashboard view.
Partial or paid add-on — Reporting only, no native bonus gating
Dedicated installer crew app
A separate role and mobile experience for installation crews: today's installs, project progression, and install-specific forms.
Not available
Built-in training academy / LMS
Courses, learning paths, certifications, employee handbook, policy library, team org chart, and a What's New feed inside the platform.
Partial or paid add-on — Basic training content

Sales & estimates

Good / better / best estimates
Full support
Estimate follow-up automation
Full support
Financing presentation
Full support
Membership upsell prompts
Full support
Proposal tracking / engagement signals
Full support

Pricebook

Flat-rate pricebook
Full support
Dynamic / cost-plus pricing
Full support
AHRI matchup integration
Partial or paid add-on — Equipment catalog integrations, no native AHRI matchup
Bulk price updates
Full support
Assembly kits
Full support

Customer experience

Customer portal
Full support
Online booking
Full support
Two-way SMS
Full support
Automated reminders
Full support
Review requests
Full support
Real-time technician arrival tracking
A public, no-login page showing the assigned technician, live truck location, ETA, and arrival window while the tech is en route.
Partial or paid add-on — Available via add-on
Online membership & contract signing
Customers sign service agreements and contracts online without logging in.
Partial or paid add-on — E-sign on higher tiers

Marketing & growth

Self-updating audiences & journeys
Marketing audiences recompute automatically as customer attributes change, and journey members exit when they no longer match.
Partial or paid add-on — Marketing Pro add-on
Marketing attribution & ROAS
Ad spend, lead attribution by channel, and realized + predicted return on ad spend in one P&L view, feeding an Intelligence tab.
Partial or paid add-on — Marketing Pro add-on
Budget pacing & spend guidance
Per-channel monthly budget, live pacing vs. expected, projected month-end spend, and capacity-aware hold/push recommendations.
Not available

Back office

Invoicing & payments
Full support
QuickBooks Online integration
Full support
Payroll / performance pay
Full support
Job costing
Full support
Inventory & truck stock
Full support
Purchase orders
Full support

AI & innovation

AI call answering / virtual receptionist
Partial or paid add-on — AI voice features on enterprise tiers
AI-assisted booking
Partial or paid add-on — Higher tiers
Call transcripts
Partial or paid add-on — Call recording add-on
AI follow-ups
Partial or paid add-on — Marketing suite add-on

Pricing & contract

Transparent per-user pricing
Not available
No long-term contract
Not available
Onboarding & data migration included
Not available
Month-to-month billing
Not available
You own the code and the database
Not available

Housecall ProSMB home services

Core operations

Scheduling & dispatch board
Full support
Click N Drop (alt-click to move a job)
Not available
Drag-and-drop dispatch
Full support
Capacity planning
Partial or paid add-on — Basic availability rules rather than true capacity planning
Drive-time awareness
Partial or paid add-on — Route view; drive time not factored into booking
Supply house runs
Dispatchers drop a stop at a local HVAC supply house onto a tech's route, with traffic-aware drive time, a pickup list, and mobile check-in.
Not available
GPS / breadcrumb tracking
Partial or paid add-on — Live tech tracking on higher plans
Multi-business-unit support
Partial or paid add-on — Single business unit; tags used as a workaround

Field & mobile

Native offline mode
Partial or paid add-on — Limited offline support
Mobile pricebook
Partial or paid add-on — Simplified price list on mobile
Digital forms & checklists
Partial or paid add-on — Custom fields; limited form builder
Photo & video capture on jobs
Full support
Technician scorecards with bonus gates
Weekly grades per job feed bonus-eligibility gates, not just a dashboard view.
Partial or paid add-on — Reporting only, no native bonus gating
Dedicated installer crew app
A separate role and mobile experience for installation crews: today's installs, project progression, and install-specific forms.
Not available
Built-in training academy / LMS
Courses, learning paths, certifications, employee handbook, policy library, team org chart, and a What's New feed inside the platform.
Not available

Sales & estimates

Good / better / best estimates
Partial or paid add-on — Option pricing, less structured presentation
Estimate follow-up automation
Partial or paid add-on — Included in marketing add-on
Financing presentation
Partial or paid add-on — Via partner integrations
Membership upsell prompts
Partial or paid add-on — Manual prompting
Proposal tracking / engagement signals
Partial or paid add-on — Viewed / approved status only

Pricebook

Flat-rate pricebook
Full support
Dynamic / cost-plus pricing
Partial or paid add-on — Manual markup
AHRI matchup integration
Not available
Bulk price updates
Partial or paid add-on — CSV import
Assembly kits
Partial or paid add-on — Bundled items

Customer experience

Customer portal
Full support
Online booking
Full support
Two-way SMS
Full support
Automated reminders
Full support
Review requests
Full support
Real-time technician arrival tracking
A public, no-login page showing the assigned technician, live truck location, ETA, and arrival window while the tech is en route.
Partial or paid add-on — Basic tracking link
Online membership & contract signing
Customers sign service agreements and contracts online without logging in.
Partial or paid add-on — E-sign available

Marketing & growth

Self-updating audiences & journeys
Marketing audiences recompute automatically as customer attributes change, and journey members exit when they no longer match.
Not available
Marketing attribution & ROAS
Ad spend, lead attribution by channel, and realized + predicted return on ad spend in one P&L view, feeding an Intelligence tab.
Not available
Budget pacing & spend guidance
Per-channel monthly budget, live pacing vs. expected, projected month-end spend, and capacity-aware hold/push recommendations.
Not available

Back office

Invoicing & payments
Full support
QuickBooks Online integration
Full support
Payroll / performance pay
Partial or paid add-on — Timesheets; payroll via partner
Job costing
Partial or paid add-on — Basic profitability view
Inventory & truck stock
Partial or paid add-on — Simple item tracking
Purchase orders
Partial or paid add-on — Higher tiers

AI & innovation

AI call answering / virtual receptionist
Partial or paid add-on — AI answering add-on
AI-assisted booking
Partial or paid add-on — Add-on
Call transcripts
Partial or paid add-on — Recording only
AI follow-ups
Partial or paid add-on — Add-on

Pricing & contract

Transparent per-user pricing
Full support
No long-term contract
Full support
Onboarding & data migration included
Partial or paid add-on — Guided setup; migration help varies
Month-to-month billing
Full support
You own the code and the database
Not available

JobberSmall trades

Core operations

Scheduling & dispatch board
Full support
Click N Drop (alt-click to move a job)
Not available
Drag-and-drop dispatch
Full support
Capacity planning
Partial or paid add-on — Availability view only
Drive-time awareness
Partial or paid add-on — Routing available, not tied to capacity
Supply house runs
Dispatchers drop a stop at a local HVAC supply house onto a tech's route, with traffic-aware drive time, a pickup list, and mobile check-in.
Not available
GPS / breadcrumb tracking
Partial or paid add-on — Limited to check-in location
Multi-business-unit support
Not available

Field & mobile

Native offline mode
Partial or paid add-on — Limited offline support
Mobile pricebook
Partial or paid add-on — Line-item list only
Digital forms & checklists
Partial or paid add-on — Custom fields on higher plans
Photo & video capture on jobs
Full support
Technician scorecards with bonus gates
Weekly grades per job feed bonus-eligibility gates, not just a dashboard view.
Partial or paid add-on — Reporting only, no native bonus gating
Dedicated installer crew app
A separate role and mobile experience for installation crews: today's installs, project progression, and install-specific forms.
Not available
Built-in training academy / LMS
Courses, learning paths, certifications, employee handbook, policy library, team org chart, and a What's New feed inside the platform.
Not available

Sales & estimates

Good / better / best estimates
Partial or paid add-on — Optional line items
Estimate follow-up automation
Partial or paid add-on — Automated follow-ups on higher plans
Financing presentation
Partial or paid add-on — Via partner integrations
Membership upsell prompts
Partial or paid add-on — Manual prompting
Proposal tracking / engagement signals
Partial or paid add-on — Viewed / approved status only

Pricebook

Flat-rate pricebook
Partial or paid add-on — Line-item pricing, not true flat rate
Dynamic / cost-plus pricing
Partial or paid add-on — Manual markup
AHRI matchup integration
Not available
Bulk price updates
Partial or paid add-on — CSV import
Assembly kits
Partial or paid add-on — Bundled items

Customer experience

Customer portal
Full support
Online booking
Full support
Two-way SMS
Full support
Automated reminders
Full support
Review requests
Full support
Real-time technician arrival tracking
A public, no-login page showing the assigned technician, live truck location, ETA, and arrival window while the tech is en route.
Partial or paid add-on — Basic tracking link
Online membership & contract signing
Customers sign service agreements and contracts online without logging in.
Partial or paid add-on — E-sign available

Marketing & growth

Self-updating audiences & journeys
Marketing audiences recompute automatically as customer attributes change, and journey members exit when they no longer match.
Not available
Marketing attribution & ROAS
Ad spend, lead attribution by channel, and realized + predicted return on ad spend in one P&L view, feeding an Intelligence tab.
Not available
Budget pacing & spend guidance
Per-channel monthly budget, live pacing vs. expected, projected month-end spend, and capacity-aware hold/push recommendations.
Not available

Back office

Invoicing & payments
Full support
QuickBooks Online integration
Full support
Payroll / performance pay
Partial or paid add-on — Timesheets; payroll via partner
Job costing
Partial or paid add-on — Basic profitability view
Inventory & truck stock
Not available
Purchase orders
Not available

AI & innovation

AI call answering / virtual receptionist
Partial or paid add-on — AI receptionist add-on
AI-assisted booking
Partial or paid add-on — Add-on
Call transcripts
Partial or paid add-on — Recording only
AI follow-ups
Partial or paid add-on — Add-on

Pricing & contract

Transparent per-user pricing
Full support
No long-term contract
Full support
Onboarding & data migration included
Partial or paid add-on — Self-serve import
Month-to-month billing
Full support
You own the code and the database
Not available

FieldEdgeHVAC / plumbing

Core operations

Scheduling & dispatch board
Full support
Click N Drop (alt-click to move a job)
Not available
Drag-and-drop dispatch
Full support
Capacity planning
Partial or paid add-on — Limited capacity tooling
Drive-time awareness
Partial or paid add-on — Routing add-on
Supply house runs
Dispatchers drop a stop at a local HVAC supply house onto a tech's route, with traffic-aware drive time, a pickup list, and mobile check-in.
Not available
GPS / breadcrumb tracking
Partial or paid add-on — Fleet add-on
Multi-business-unit support
Partial or paid add-on — Departments only

Field & mobile

Native offline mode
Partial or paid add-on — Limited offline support
Mobile pricebook
Full support
Digital forms & checklists
Partial or paid add-on — Forms on higher tiers
Photo & video capture on jobs
Full support
Technician scorecards with bonus gates
Weekly grades per job feed bonus-eligibility gates, not just a dashboard view.
Partial or paid add-on — Reporting only, no native bonus gating
Dedicated installer crew app
A separate role and mobile experience for installation crews: today's installs, project progression, and install-specific forms.
Not available
Built-in training academy / LMS
Courses, learning paths, certifications, employee handbook, policy library, team org chart, and a What's New feed inside the platform.
Not available

Sales & estimates

Good / better / best estimates
Partial or paid add-on — Options available
Estimate follow-up automation
Partial or paid add-on — Add-on
Financing presentation
Partial or paid add-on — Via partner integrations
Membership upsell prompts
Partial or paid add-on — Agreement reminders
Proposal tracking / engagement signals
Partial or paid add-on — Status only

Pricebook

Flat-rate pricebook
Full support
Dynamic / cost-plus pricing
Partial or paid add-on — Markup rules
AHRI matchup integration
Not available
Bulk price updates
Partial or paid add-on — Import tools
Assembly kits
Full support

Customer experience

Customer portal
Partial or paid add-on — Portal on higher tiers
Online booking
Partial or paid add-on — Web request form
Two-way SMS
Partial or paid add-on — Add-on
Automated reminders
Full support
Review requests
Partial or paid add-on — Add-on
Real-time technician arrival tracking
A public, no-login page showing the assigned technician, live truck location, ETA, and arrival window while the tech is en route.
Not available
Online membership & contract signing
Customers sign service agreements and contracts online without logging in.
Not available

Marketing & growth

Self-updating audiences & journeys
Marketing audiences recompute automatically as customer attributes change, and journey members exit when they no longer match.
Not available
Marketing attribution & ROAS
Ad spend, lead attribution by channel, and realized + predicted return on ad spend in one P&L view, feeding an Intelligence tab.
Not available
Budget pacing & spend guidance
Per-channel monthly budget, live pacing vs. expected, projected month-end spend, and capacity-aware hold/push recommendations.
Not available

Back office

Invoicing & payments
Full support
QuickBooks Online integration
Full support
Payroll / performance pay
Partial or paid add-on — Timesheets
Job costing
Partial or paid add-on — Basic costing
Inventory & truck stock
Full support
Purchase orders
Full support

AI & innovation

AI call answering / virtual receptionist
Not available
AI-assisted booking
Not available
Call transcripts
Not available
AI follow-ups
Not available

Pricing & contract

Transparent per-user pricing
Not available
No long-term contract
Not available
Onboarding & data migration included
Not available
Month-to-month billing
Not available
You own the code and the database
Not available

Service FusionValue FSM

Core operations

Scheduling & dispatch board
Full support
Click N Drop (alt-click to move a job)
Not available
Drag-and-drop dispatch
Full support
Capacity planning
Partial or paid add-on — Manual scheduling controls
Drive-time awareness
Partial or paid add-on — Basic routing
Supply house runs
Dispatchers drop a stop at a local HVAC supply house onto a tech's route, with traffic-aware drive time, a pickup list, and mobile check-in.
Not available
GPS / breadcrumb tracking
Partial or paid add-on — GPS add-on
Multi-business-unit support
Partial or paid add-on — Departments only

Field & mobile

Native offline mode
Partial or paid add-on — Limited offline support
Mobile pricebook
Partial or paid add-on — Basic list
Digital forms & checklists
Partial or paid add-on — Custom fields
Photo & video capture on jobs
Partial or paid add-on — Photos only
Technician scorecards with bonus gates
Weekly grades per job feed bonus-eligibility gates, not just a dashboard view.
Partial or paid add-on — Reporting only, no native bonus gating
Dedicated installer crew app
A separate role and mobile experience for installation crews: today's installs, project progression, and install-specific forms.
Not available
Built-in training academy / LMS
Courses, learning paths, certifications, employee handbook, policy library, team org chart, and a What's New feed inside the platform.
Not available

Sales & estimates

Good / better / best estimates
Partial or paid add-on — Manual setup
Estimate follow-up automation
Partial or paid add-on — Manual
Financing presentation
Not available
Membership upsell prompts
Not available
Proposal tracking / engagement signals
Not available

Pricebook

Flat-rate pricebook
Partial or paid add-on — Basic price list
Dynamic / cost-plus pricing
Partial or paid add-on — Manual markup
AHRI matchup integration
Not available
Bulk price updates
Partial or paid add-on — CSV import
Assembly kits
Partial or paid add-on — Bundles

Customer experience

Customer portal
Partial or paid add-on — Limited portal
Online booking
Partial or paid add-on — Web request form
Two-way SMS
Partial or paid add-on — Add-on
Automated reminders
Partial or paid add-on — Basic notifications
Review requests
Partial or paid add-on — Manual
Real-time technician arrival tracking
A public, no-login page showing the assigned technician, live truck location, ETA, and arrival window while the tech is en route.
Not available
Online membership & contract signing
Customers sign service agreements and contracts online without logging in.
Not available

Marketing & growth

Self-updating audiences & journeys
Marketing audiences recompute automatically as customer attributes change, and journey members exit when they no longer match.
Not available
Marketing attribution & ROAS
Ad spend, lead attribution by channel, and realized + predicted return on ad spend in one P&L view, feeding an Intelligence tab.
Not available
Budget pacing & spend guidance
Per-channel monthly budget, live pacing vs. expected, projected month-end spend, and capacity-aware hold/push recommendations.
Not available

Back office

Invoicing & payments
Full support
QuickBooks Online integration
Full support
Payroll / performance pay
Partial or paid add-on — Timesheets
Job costing
Partial or paid add-on — Basic costing
Inventory & truck stock
Partial or paid add-on — Basic inventory
Purchase orders
Partial or paid add-on — Basic POs

AI & innovation

AI call answering / virtual receptionist
Not available
AI-assisted booking
Not available
Call transcripts
Not available
AI follow-ups
Not available

Pricing & contract

Transparent per-user pricing
Partial or paid add-on — Published tiers, quoted setup
No long-term contract
Partial or paid add-on — Annual terms common
Onboarding & data migration included
Partial or paid add-on — Setup fee varies
Month-to-month billing
Partial or paid add-on — Annual discount pressure
You own the code and the database
Not available

WorkizDispatch + phone

Core operations

Scheduling & dispatch board
Full support
Click N Drop (alt-click to move a job)
Not available
Drag-and-drop dispatch
Full support
Capacity planning
Partial or paid add-on — Availability view only
Drive-time awareness
Partial or paid add-on — Route optimization on higher plans
Supply house runs
Dispatchers drop a stop at a local HVAC supply house onto a tech's route, with traffic-aware drive time, a pickup list, and mobile check-in.
Not available
GPS / breadcrumb tracking
Partial or paid add-on — GPS on higher plans
Multi-business-unit support
Partial or paid add-on — Single business unit

Field & mobile

Native offline mode
Partial or paid add-on — Limited offline support
Mobile pricebook
Partial or paid add-on — Basic list
Digital forms & checklists
Partial or paid add-on — Custom fields
Photo & video capture on jobs
Full support
Technician scorecards with bonus gates
Weekly grades per job feed bonus-eligibility gates, not just a dashboard view.
Partial or paid add-on — Reporting only, no native bonus gating
Dedicated installer crew app
A separate role and mobile experience for installation crews: today's installs, project progression, and install-specific forms.
Not available
Built-in training academy / LMS
Courses, learning paths, certifications, employee handbook, policy library, team org chart, and a What's New feed inside the platform.
Not available

Sales & estimates

Good / better / best estimates
Partial or paid add-on — Manual setup
Estimate follow-up automation
Partial or paid add-on — Automations on higher plans
Financing presentation
Partial or paid add-on — Via partner integrations
Membership upsell prompts
Not available
Proposal tracking / engagement signals
Partial or paid add-on — Status only

Pricebook

Flat-rate pricebook
Partial or paid add-on — Basic price list
Dynamic / cost-plus pricing
Partial or paid add-on — Manual markup
AHRI matchup integration
Not available
Bulk price updates
Partial or paid add-on — CSV import
Assembly kits
Not available

Customer experience

Customer portal
Partial or paid add-on — Limited portal
Online booking
Full support
Two-way SMS
Full support
Automated reminders
Full support
Review requests
Full support
Real-time technician arrival tracking
A public, no-login page showing the assigned technician, live truck location, ETA, and arrival window while the tech is en route.
Not available
Online membership & contract signing
Customers sign service agreements and contracts online without logging in.
Partial or paid add-on — E-sign available

Marketing & growth

Self-updating audiences & journeys
Marketing audiences recompute automatically as customer attributes change, and journey members exit when they no longer match.
Not available
Marketing attribution & ROAS
Ad spend, lead attribution by channel, and realized + predicted return on ad spend in one P&L view, feeding an Intelligence tab.
Not available
Budget pacing & spend guidance
Per-channel monthly budget, live pacing vs. expected, projected month-end spend, and capacity-aware hold/push recommendations.
Not available

Back office

Invoicing & payments
Full support
QuickBooks Online integration
Partial or paid add-on — Sync with mapping limits
Payroll / performance pay
Partial or paid add-on — Timesheets
Job costing
Partial or paid add-on — Basic costing
Inventory & truck stock
Partial or paid add-on — Basic inventory
Purchase orders
Partial or paid add-on — Higher plans

AI & innovation

AI call answering / virtual receptionist
Partial or paid add-on — AI answering add-on
AI-assisted booking
Partial or paid add-on — Add-on
Call transcripts
Full support
AI follow-ups
Partial or paid add-on — Add-on

Pricing & contract

Transparent per-user pricing
Full support
No long-term contract
Full support
Onboarding & data migration included
Partial or paid add-on — Self-serve import
Month-to-month billing
Full support
You own the code and the database
Not available

Hover any amber marker to see exactly what that platform covers and what it charges extra for.

Based on publicly available information as of 2026. Features vary by plan. All product names are trademarks of their respective owners.

See it in action

Watch a real build do the whole job

Six short walkthroughs take a customer from first call to paid invoice inside software the company owns. Then tell me what your current platform costs and we can size the switch.

Watch the walkthroughs Talk about your switch How the 12 months work

Common questions

What is the best alternative to ServiceTitan?

For most established service companies the strongest alternative is software your own company owns. SRVCWRX builds it with you over 12 months for 80% of what you pay your current platform, then the code, the database and the knowledge to run it are yours — no per-seat fee and no vendor holding your data.

Is it cheaper to build your own field service software?

Not in year one. You pay SRVCWRX while you wind down your current platform, so the first twelve months cost more. After the handoff your only ongoing cost is hosting and services, which is why most companies reach payback inside two years and save every year after that.

Can I move my data off my current FSM platform?

Yes. Customers, locations, equipment, service history and pricebook are extracted, validated with diff reports, then imported and run in parallel with your current system before cutover so nothing is lost in translation.

Does owning the software mean I need a developer on staff?

No. You maintain and extend the system in Lovable, and the 12-month engagement includes the training and written setup guide your team needs to do it without a developer on payroll.