Field service software for the trades

From the first callto paid invoice.

ServiceSentry runs dispatch, estimates, invoicing and payments for HVAC, plumbing, electrical and other field-service companies. Your technicians work from their phones, even with no signal.

QuickBooks Online two-way sync QuickBooks Desktop export Stripe, Cash App & Venmo payments Works offline in the field
Everything in one place

Run the whole job without a second system.

Office and field work from the same record, so nothing gets re-typed between the estimate, the work and the invoice.

Dispatch board

Day, week and three-week views, plus an unscheduled queue so new work never gets lost.

Estimates

Line-item estimates with parts and labor, sent to the customer as a PDF. Convert an approved estimate into a job.

Jobs & job history

Notes, parts used, labor entries and a status log on every job, so you can see what happened and when.

Customers & parts

One customer list and one parts list, shared by estimates, jobs and invoices.

Built for technicians

Techs open their jobs on a phone, add job photos, and keep working offline. Changes sync when they're back in range.

Invoices

Generate a PDF invoice from the job and record payment against it.

Roles for your team

Owner, dispatcher, tech and billing roles, so each person sees the part of the system they use.

Your company, your data

Each company gets its own separate workspace: its own customers, jobs, pricing and payment details.

Job types by trade

Set up job types for HVAC, plumbing, electrical and whatever else your company does.

How it works

From call to cash in four steps.

1

Estimate

Build the estimate with parts and labor and send it to the customer.

2

Schedule & dispatch

Convert it to a job and put it on a tech's day on the dispatch board.

3

Do the work

The tech logs parts, labor, notes and photos from the phone.

4

Invoice & get paid

Send the invoice and record the payment the way the customer pays.

Payments

Get paid the way your customers want to pay.

No forced payment processor. Take a card through Stripe, show a Cash App QR code at the door, or record cash and checks on the spot.

Card (Stripe)
Cash App
Venmo
Zelle
Cash
Check
Accounting

Your books stay in QuickBooks.

ServiceSentry connects to the accounting software you already use, so your bookkeeper isn't re-entering invoices.

  • QuickBooks Online: two-way sync between ServiceSentry and your QuickBooks Online company.
  • QuickBooks Desktop: export your data for import into QuickBooks Desktop.
Pricing

Simple monthly plans.

Pick the plan that fits your crew. Billed monthly.

Solo

$79/mo
1 user
  • Jobs, customers, parts
  • Invoices + PDF
  • Estimates
  • Cash/check/Zelle tracking
  • Day view dispatch
  • Email support
Choose Solo

Teams

$299/mo
Unlimited users
  • Everything in Pro
  • Unlimited users
  • SMS payment links
  • Priority support
  • Multi-location (coming soon)
  • Custom branding (coming soon)
Choose Teams

Put your next job in ServiceSentry.

Estimate, dispatch, do the work, invoice and get paid, all from one record.

Get Started