Quoting, scheduling, dispatch, estimates, and field operations — purpose-built for HVAC, plumbing, and electrical companies.
From the salesman building a quote to the installer on site — everyone works from the same system.
Build professional quotes in minutes. Job-type templates pre-load standard materials automatically. No more starting from scratch.
Assign jobs to your team, track who's where, and keep your schedule organized — all in one place.
Installers get a clean job view with navigation, materials list, install checklist, and a Mark Complete button.
Service techs create detailed field estimates on the spot. No paperwork, no delay.
See your pipeline, win rate, revenue by month, and team leaderboard at a glance.
Manage your full product catalog with dealer cost, markup, and sale price. Update once, reflected everywhere.
Create your ServiceGears account with your company name, location, and billing info.
Add your staff, assign roles, and set PINs. Each person sees only what they need to do their job.
Import your pricing catalog or start fresh. Create your first professional quote in minutes.
Full access, company settings, financial overview, staff management
All quotes and estimates, dashboard analytics, team oversight
Create and manage their own quotes, see estimates for context
Job site view — navigation, materials list, install checklist
Create field estimates, see service call details
All quotes and estimates, status updates, print and send
Start free. No credit card required.
Start your free trial today. No credit card required.
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