Residential

More calls booked. More jobs closed.
More money in your pocket.

ServiceFactor is service management software built for residential contractors who need to book more calls, dispatch smarter and collect payment in the field - without adding overhead.

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The Residential Reality

the pain
Missed revenue from unbooked calls and forgotten follow-ups.
solution | ServiceFactor
Track revenue vs. missed revenue in real time. CSR booking performance dashboards keep every opportunity visible.
the pain
Technicians showing up unprepared, under-selling, or forgetting to collect.
solution | ServiceFactor
The mobile app guides techs through every step: customer history, equipment status, Good/Better/Best quotes, and payment collection all on their phone.
the pain
Service agreements that don't get renewed or fall through the cracks.
solution | ServiceFactor
Automated inspection reminders, auto-invoice generation, and a dashboard showing every agreement's status at a glance.
01

Get More Revenue from Every Call

ServiceFactor's multi-option quoting lets technicians present Good, Better, and Best options on every call right from their phone. Declined work automatically becomes a tracked quote, so no sales opportunity ever falls through the cracks. Average contractors report recapturing thousands in previously lost revenue per month.

02

Keep Your Techs Productive in the Field

ServiceFactor's mobile module was designed through the eyes of a technician. It guides techs step-by-step through every service call — capturing signatures, collecting payment on-site, tracking travel and work time automatically, and syncing everything back to the office in real time. Techs are up and running confidently within their first day.

03

Run a Tighter, More Profitable Operation

From tracking marketing ROI and CSR booking rates to equipment lifecycle alerts and service agreement profitability, ServiceFactor gives management real-time dashboards across every part of the business. Know which techs are hitting their numbers, which marketing sources are paying off, and which service agreements are up for renewal — all without pulling a single manual report.

Business dashboard showing work orders, quotes, invoices, billed jobs, total billed, and revenue vs missed revenue chart.

Module Deep Dive

Good / Better / Best Quoting

Present homeowners with tiered options in the field. Track declined quotes back to the office for follow-up. Auto-convert accepted quotes to invoices easily without double entries.

Equipment Tracking

Track every unit at every home including age, warranty status (parts & labor), service history. Color-coded end-of-life alerts create natural replacement conversations.

Inventory Management

Track parts across trucks and warehouse. Auto-restock truck inventory based on optimum quantities. Generate purchase orders from low-stock alerts.

QuickBooks Integration

Seamless sync keeps accounting current without double entry. Part of a smooth, fast onboarding process — your books are live from day one.

Payment Processing

ServiceFactor Pay is an integrated way to receive and manage your payments, all in one place. Accept payments on invoices, estimates and payment links directly inside ServiceFactor, with lower costs and transparent pricing.
Onboarding

Switching software shouldn't feel like switching jobs.

Your team is up and running in four steps with a dedicated onboarding specialist at your side the whole way.
01
Pre-launch
Review
We map your existing workflows, agreements, and data before anything moves.
02
Dedicated Onboarding Team
A real person — not a help article — runs setup and training with your team.
03
Easy Setup & Configuration
Customers, equipment, and agreements migrate in. Techs find it easy to learn from day one.
04
QuickBooks Integration Live
Accounting connects, syncs, and stays current — no double entry, no missed invoices.
Works everywhere, 24/7
Cloud-based platform that works in the office and field, on any device. You aren't tied to a desktop.
Serving home service since 1991
With decades of listening to residential contractors, we built software that actually works the way your business does.
Software screen showing work order details and invoice form for De-Cal, Inc with contact and payment info.
Easy for technicians
Built for the field, not adapted from office software. Techs find it intuitive from day one.
Dedicated U.S. support
A real team you can call. Reach us anytime at (800) 329-8326, or via email and live chat.
Blue curved abstract shape on a black background.Abstract blue shape with smooth curves extending from left to right on a white background.
GET STARTEd

Ready to grow your profits?

See how ServiceFactor fits your residential service business. Book more calls, dispatch smarter, and collect payment in the field without adding overhead.

Schedule a Demo