ServiceFactor 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ServiceFactor

4.7

(10)

Pricing

Starting at $130.00 per month

About ServiceFactor

ServiceFactor is a cloud-based service and project management solution designed for businesses in various industries that need to manage their operations, track performance metrics and streamline their service agreement programs.

The platform offers features to help businesses optimize their operations. It allows users to track revenue versus missed revenue, monitor technician performance, analyze marketing campaign effectiveness and evaluate customer service representative performance. ServiceFactor also provides intelligent invoicing with automatic discounts for service agreement customers, making it easier to manage these programs. Additionally, the tool offers management reporting and the flexibility to work from anywhere.

Technicians can capture customer approvals and acceptance signatures, collect payments in the field and create quotes for declined or proposed work.

ServiceFactor Screenshots

ServiceFactor Pricing and Plans

Starting price: $130.00 per month

Free Trial

Free Version

Basic

$130.00

per user, per month

No plan information available

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ServiceFactor Features

Popular features found in HVAC
Billing & Invoicing
Calendar Management
Customer Database
Electronic Payments
Inventory Management
Location Tracking
Maintenance Scheduling
Mobile Access
Service History
Technician Management
More features of ServiceFactor
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Contact Database
Customer History
Customer Portal
Customer Service Management
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Dispatch Management
Document Storage
Drag & Drop
Electronic Signature
Equipment Tracking
For Plumbing Industry
Job Management
Job Tracking
Mobile App
Payment Processing
QuickBooks Integration
Quotes/Estimates
Real-Time Data
Real-Time Notifications
Reporting & Statistics
Routing
Scheduling
Third-Party Integrations
Time & Expense Tracking
Timesheet Management
Work Order Management

ServiceFactor Integrations

QuickBooks Online

ServiceFactor User Reviews

Overall Rating

4.7

Ratings Breakdown

70%

30%

Secondary Ratings

Ease of Use

5.0

Value for money

4.6

Customer support

5.0

Functionality

4.6

Have you used ServiceFactor and would like to share your experience with others?

Sarah H.

Verified reviewer

Utilities

11-50 employees

Used daily for more than 2 years

Reviewed June 2025

Onsite Training - Definitely Worth It!

We have always had the best experience with Service Factor. This is my second training session, and I was still able to learn new things, get a refresher on older items, and consult about certain processes we do that other companies don't.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

[sensitive content hidden] went through each item on our Training Agenda sent in. He ensured to review each topic thoroughly to ensure proper understanding. The value we received from the training time onsite and out of our day to day office area was essential.

Cons:

Absolutely no cons from the training time! Worth every penny to come out for the training. Make sure you have an idea of what you want to get out of the training time.

Reasons for choosing ServiceFactor

We thoroughly disliked the Service Titan system, at the time it didn't even have Purchase Order capability.

Reasons for switching to ServiceFactor

Needed a web based system to move away from a server based system

Annie K.

Verified reviewer

Mechanical or Industrial Engineering

11-50 employees

Used daily for less than 2 years

Reviewed February 2025

Service Factor is the best

Service Factor is the best in every way. [sensitive content hidden] were very helpful through the training we had. They were detailed on every piece of the training. All the staff members are very kind and helpful whenever you need them. You will be extremely happy with Service Factor, where they treat you like family! Also if your company needs reports, you can run reports if you need them.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Service Factor is better than any other software out there. The team that is at Service Factor will help you every step of the way. Even one year after using Service Factor they will help out in every way possible.

Cons:

One con is the job costing part, I can not get used to it

Reasons for switching to ServiceFactor

We switched because Razor Sync, always had outages, never had the reports we needed.

Patrick S.

Verified reviewer

Facilities Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed November 2022

Great value dispatch/service software

I have been very satisfied with the ServiceFactor team. We are now moving a second company into the software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Moving from a paper system, ServiceFactor has enabled us to become more organized by digitizing many of our outdated processes. Customer support has been outstanding. We have provided a lot of feedback to the ServiceFactor Support Team and they have been very accommodating with updating the software using our suggestions.

Cons:

There are a few value-adding features available through other software packages that I would love to see implemented in ServiceFactor. It has greatly improved our operations, but there are things they still need to improve upon.

Reasons for choosing ServiceFactor

Two major considerations: (1) We were already working with the software developer and, (2) the price point was one of the best of the packages we considered. The subscription rates charged for Technicians vs. Office Staff are advantageous for companies with large field operations. Other software packages charge much more to add additional field staff to the software subscription.

Reasons for switching to ServiceFactor

We needed to improve our dispatching process and get our field technicians into a digital solution.

Anne T.

Verified reviewer

Consumer Services

11-50 employees

Used daily for less than 6 months

Reviewed June 2025

great software

Amazing! The system really does a lot of the heavy lifting for you, so it really goes hand in hand with whatever you're experiencing.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that service factor has so many features available for use. Makes life easier on the dispatch side.

Cons:

I wish there was more flexibility with SF, for example being able to determine which calls techs can see or not.

Reasons for switching to ServiceFactor

I was not at the company the time we switched software.

Jennifer N.

Verified reviewer

Construction

51-200 employees

Used daily for more than 2 years

Reviewed June 2025

Would recommend Service Factor to any contractor.

Support is excellent. Product upgrades are continuous. The company really cares about their subscribers. Great product to utilize.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The program is easy to learn and operate in. Recommended changes are often made when requested. Upgrades are constant and easy to adapt to. The customer file set up is easy to navigate and the layout is pleasing.

Cons:

No real cons from a user standpoint. It is always difficult to switch from one software to another. Service Factor support team makes that transition as seamless as possible.

Teri L.

Verified reviewer

Utilities

11-50 employees

Used daily for less than 2 years

Reviewed February 2025

Raving Fan!!!

Overall everything has been great with Service Factor. The support team listens to what I need or what I am looking for and will either train me on what is already in place or work with their team to establish what I need.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to format almost everything to what is needed for our company. The Service Factor support team is always very helpful whenever I need them.

Cons:

The creating forms feature still gives me trouble, but I really think I just need more training.

Bill T.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Reviewed June 2023

My Review

Great!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Dispatch Board, Mobile invoicing, Job costing, etc....

Cons:

Tracking office personnel time, Quote section both for smaller jobs and larger jobs. It would be nice to have some type of sales presentation tied into Service Factor.

Reasons for choosing ServiceFactor

Familiar with the system, familiar with the support staff, better product. While Service Factor doesn't have all the bells and whistles as the other it did what we wanted and needed

Reasons for switching to ServiceFactor

Wanted something more up to date. Something with mobile invoicing.

Vendor Response

Thank you so much for your kind words, Bill We really appreciate you taking the time out to share your experience with us

Replied July 2023

Wendi D.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Reviewed January 2023

Excellent

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Support. Ease of use. Integration. Functionality.

Cons:

Sometimes our company needs it to operating more or in a different way and the options are not available.QBO

Reasons for choosing ServiceFactor

Because it works in the capacity in which it was designed.

Reasons for switching to ServiceFactor

Online based and upgraded software

Vendor Response

Thank you so much for your kind words, Wendi. We really appreciate you taking the time out to share your experience with us

Replied February 2023

Kim K.

Verified reviewer

Consumer Services

2-10 employees

Used daily for more than 2 years

Reviewed December 2022

Software / Support

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that the software is easy to use and the techs are able to catch on very quickly.Also the support they give is top notch.

Cons:

I don't really have any dislikes about the software

Vendor Response

Thank you so much for your kind words, Kim. We really appreciate you taking the time out to share your experience with us

Replied January 2023

Merle A.

Verified reviewer

Consumer Services

2-10 employees

Used daily for more than 2 years

Reviewed January 2023

Long time user

SF allows my business to flow from our customer support, dispatching, maintenance, to billing/invoicing.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of integration, customer support is like no other.

Cons:

We would like a customer news letter feature

Reasons for choosing ServiceFactor

Price and customer support

Vendor Response

Thank you so much for your kind words, Merle. We really appreciate you taking the time out to share your experience with us

Replied February 2023

Showing 1 - 10 of 10 Reviews

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ServiceFactor 2026: Benefits, Features & Pricing

Overview

About ServiceFactor

ServiceFactor Screenshots

ServiceFactor Pricing and Plans

ServiceFactor Features

ServiceFactor Integrations

ServiceFactor User Reviews

Popular ServiceFactor Alternatives

Other Top Recommended HVAC Software

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