All Industries, Business Tips, Pro Features, Guides

10 Best Payzerware Alternatives for Field Service Businesses

March 13th, 2024
9 Min Read

Payzerware — developed by Payzer — is a cloud-based field service management software built for residential HVAC and plumbing businesses, as well as electrical, roofing, garage door, and select other industries in the service and repair sector.

Payzerware is centered on a comprehensive payment processing platform that enables check and credit card processing, real-time transaction tracking, paperless financing options, and more. The platform also offers common features of field service management software such as scheduling, dispatching, and flat rate pricing tools. 

With that said, depending on your specific needs and preferences, it’s possible that Payzerware is not the best software solution for your business. For example, as it is a residential-focused platform, its software may not be well suited to support you if you serve commercial customers or want to grow a commercial business division.

Furthermore, because their software is largely focused on payment processing, key features and workflows may be less mature and robust compared to other platforms, and therefore may not provide you with the business-wide efficiency gains and benefits you’re looking for.

We’ve compiled a list of other field service management software, starting with our platform, ServiceTitan, so you can find the software that’s best for your business.

Top Payzerware Alternatives

  1. ServiceTitan

  2. Jobber

  3. Service Fusion

  4. FieldEdge

  5. Kickserv

  6. Housecall Pro

  7. ServiceTrade

  8. Successware®

  9. Smart Service

  10. Sera

Want to see how ServiceTitan works to streamline operations for field service companies? We specialize in helping HVAC, plumbing, electrical, and other trade service businesses grow revenue, work smarter, and keep your business on track. Schedule a call to get a free, live, one-on-one walk-through of how our platform works.

1. ServiceTitan

Both Payzerware and ServiceTitan offer a wide set of features for trade service companies to run their businesses, including: 

Like Payzerware, ServiceTitan also offers a robust payment processing system, empowering businesses to:

  • Accept check and credit card payments with our field service app.

  • Enable customers to pay online via our customer portal.

  • Process recurring payments for memberships, service agreements, or maintenance plans.

However, there are two important high-level differences between ServiceTitan and Payzerware that you should keep in mind:

  1. ServiceTitan has robust features to support both residential and commercial service work (in addition to construction). For example, in 2022 alone, our platform introduced 105 new commercial-focused features and improvements, including client-specific rate sheets, office estimates, project tracking, job costing reports, purchase orders, service agreements, inventory management, and more. If you have a commercial service division or intend to grow one, ServiceTitan would be a better fit for your business than Payzerware. 

  2. With ServiceTitan, customers get a partner, not just a product. We provide significant tools and resources for you to successfully run or grow your business, including:

  • Titan Exchange: A cloud-based ecosystem for sharing assets such as contracts, templates, checklists, and other valuable information.

  • ServiceTitan Community: A users-only message board for sharing ideas for our software and business in general. 

  • Free Peer-Group Training: A program run by ServiceTitan employees through Ember and Spark sessions, designed to share best practices.

  • Certified Admin Program: Our Certified Administrator program provides a structured approach to increasing knowledge of ServiceTitan, as well as constant and continuing education on the software.

Many ServiceTitan users find these resources invaluable for getting the most out of our platform (as they have told us), as well as staying up to date with best practices and strategies that are working for other companies. This is another area where ServiceTitan can deliver far more value to service businesses than Payzerware.

In the rest of this section, we’ll highlight a few of the more nuanced ways that ServiceTitan competes with or differs from Payzerware at the feature level. 

Robust Field Service Mobile App with Offline Functionality

ServiceTitan’s mobile app, compatible with both Android and iOS operating systems, offers an intuitive user experience that technicians love. From the dashboard, techs can easily view their schedule and access details about each job, including:

  • Detailed work order descriptions

  • Distance to the job site

  • Ability to get directions

  • Access to the call recording between the office staff and the customer

As new job assets are created — such as images of the job site or installation, recommended estimates, pinned notes, or purchase orders — they are automatically stored through that page, easily accessible at any time (by anyone in the company who needs to see them). 

If enabled, techs can dispatch themselves when they’re ready to head to the job, and office staff will receive automated notifications as they reach the job, begin work, or complete work. Our timesheets feature then tracks how technician time is spent during the day, automating time tracking and timesheet creation, and helping office staff to streamline payroll processes.

Techs can also access the other essential tools they need throughout the lifecycle of a job, such as:

  • Customer History: Techs can see previous estimates, recurring services, existing equipment, previous invoices, photos, and videos from previous jobs, and more.

  • Job Forms: Techs can access job forms that require customer signatures such as warranty agreements, as well as forms that foster accountability and better customer service (such as service and installation checklists, or pre-appointment customer experience checklists).

  • Estimates: With seamless pricebook integration, techs can build attractive estimates and multi-option proposals on the fly, right from their mobile device. Or they can select and customize pre-built estimate and proposal templates built by the back-office team. 

  • Invoices: Techs can easily generate invoices and send them to customers in a variety of ways.

  • Closeout: Once they complete a job, techs can accept payments on the spot from customers via check or credit card. 

Notably, our app has offline capabilities, so all of these workflows are available even when techs are outside of zones with cell service or internet connectivity. (Note: Currently Payzerware does not offer this. If a technician is in the field in a remote location and loses connection, they may not be able to access the tools they need to do their job.)

Now, let’s zoom in on our mobile estimates feature as it plays an integral role in many key facets of a field service app: tech experience, customer experience, sales enablement, etc. 

Estimate & Proposal Tools Designed to Increase Average Ticket Prices

From the estimates tab, you can view any previous estimates that have been quoted to that customer, or create a new estimate for that specific job. When creating a new estimate, you can use a template or configure it from scratch by selecting items from your pricebook, as shown here:

The pricebook categories and search bar make it easy to find what techs are looking for, and each item can be tapped to see more relevant information about that product. For example, detailed product descriptions, flat rate price, member price, pictures and videos, and warranty information.

Techs can then tap “Add to Option” to add that equipment to one of their estimates in a Good-Better-Best-style proposal

Once a proposal is ready, techs can tap “Present” to enter a presentation mode built for providing a clean yet detailed customer experience, while also taking the burden of “selling” off of the technician. 

Customers can tap into each option for more details, view pictures of equipment, and even see rebate and energy savings data. Once they’ve selected the right option for them, they can apply for financing through one of our financing partners, if needed, or close out on the spot. 

On average, shops that use ServiceTitan for field management see a significant boost in sales numbers that fuel business growth. For example:

  • +15% increase in revenue

  • +7% increase in closing rate

  • +10% increase in call booking

  • +18% increase in leads

When a customer is ready to close out, field technicians can collect payment however customers want to pay, whether through cash, check, or credit card. (They can scan checks right from the mobile application, reducing your need to visit the bank to deposit checks.)

When the job is done, dispatchers can be automatically updated on their tech’s status, and techs can move on to their next job (or take their break, follow up on unsold estimates, clock out, etc.). 

Streamlined Membership & Maintenance Agreement Management

We offer a deep suite of features that help to sell, coordinate, and maintain memberships and maintenance agreements. This includes:

  • Easily Creating Memberships: A three-step membership wizard allows you to create new maintenance memberships and equipment-based contracts with just a few taps via our mobile app.

  • Tailoring Membership Agreements: The ability to customize memberships with additional monthly charges, opt-ins for extra maintenance tasks, membership upgrades for additional services, and more.

  • Tracking Membership Performance: An easy-to-read performance summary of each agreement, showing revenue, costs, the number of completed visits planned and unplanned, and more.

  • Prioritizing Memberships for Profitability: The ability to see (and prioritize) visits that involve older equipment and possible replacements and lets technicians review open estimates, equipment service histories, and notes to find new sales opportunities at a location.

Inventory Management: Built-In Workflows for Inventory Tracking, Replenishment, Purchase Orders, and More

ServiceTitan is one of the only FSM platforms that has true purchasing and inventory management capabilities. We help contractors employ automation that helps them track warehouse counts, ensure trucks are always stocked, and generate purchase orders automatically when materials are running low. 

Appointed staff can access and leverage a suite of tools to optimize inventory and purchase order management, including:

  • Inventory Overview: See big-picture numbers, such as total inventory valuation and total number of items, or drill down into individual inventory items for further detail.

  • Replenishment: Easily track equipment and materials in your trucks and warehouse with automatic updates that reflect the number of items needed for replenishment in a given location.

  • Purchase Orders: Users can initiate the requisition of equipment and materials for jobs right from within the estimate screen. They can then create and send purchase orders to the appropriate vendors, and track those orders through fulfillment. Inventory data automatically updates to reflect all POs.

  • And more: This feature set also includes workflows for managing adjustments, returns, warranty parts tracking, and more. 

In addition, with the introduction of our Inventory App, customers can leverage barcode scanning to automate these processes even more. 

Management and Insights: Customizable Dashboards and Automated Report Delivery

Without a comprehensive and up-to-date picture of their company’s KPIs—including metrics such as call booking rates, revenue, conversion rates, and membership sales—it’s very difficult for business owners and managers to keep their shop running efficiently and profitably.

With ServiceTitan’s dashboards and reports, contractors get a real-time view of their most important KPIs. Each module draws from real-time data as jobs are completed in the field, so contractors can always see their most up-to-date numbers. 

Users can leverage our pre-built dashboard templates, or format customized dashboards to track the metrics that are most important to them. For example, if you want to figure out which marketing platforms have been most cost-effective, you can create a dashboard to track that. 

Users can also drill down into the underlying reports for more granular detail, such as viewing job costing data at the job level. To stay on top of their numbers, business owners can schedule reports to be automatically sent to their inbox at a set frequency. 

The #1 newsletter for the trades.

ServiceTitan: A More Robust and Intuitive Platform That’s Built for Scale

The features we’ve discussed throughout this section are just some of the examples of areas where ServiceTitan offers deeper capabilities for service businesses than Payzerware. 

To see why our software is trusted by 100,000+ service professionals, schedule a call to get a free, live, one-on-one walk-through of how our user-friendly platform can help you grow revenue, work smarter, and keep your business operations on track.

2. Jobber

Jobber is a field service scheduling software that also offers a wide range of other features for field service business management. It offers functionality for estimating, quotes, scheduling, invoicing, and more.

However, when compared to Jobber, ServiceTitan offers:

  • More robust, native pricebook functionality

  • In-app access to top industry supplier equipment catalogs

  • Extensive marketing functionality that reduces the need for third-party marketing hires

  • More flexibility and customizability for membership plans and recurring services

  • Offline functionality for our mobile app that allows techs to work seamlessly (even when they’re out of cell service zones)

  • Deeper reporting capabilities that allow business owners to drill down into the sources of their data

For more details on these differences, check out our complete comparison article: Jobber vs. ServiceTitan

3. Service Fusion

Service Fusion describes itself as an “All-In-One Field Service Management Software.” It offers a wide range of features, including estimates, customer management, scheduling and dispatching, and more. 

However, when compared to Service Fusion, ServiceTitan offers the following as a part of our base product (while Service Fusion charges extra for many of these features):

  • Robust membership billing capabilities (bulk membership billing, and automated monthly or annual billing options)

  • Scheduled report automation

  • Call booking automation for easier job booking and better customer experiences

  • Property data to spot sales opportunities and drive revenue

For more details on these differences, check out our complete comparison article: Service Fusion vs. ServiceTitan

4. FieldEdge

FieldEdge offers a wide range of features, including functionality for quotes and invoicing, scheduling and dispatching, service agreements, and more. 

However, when compared to FieldEdge, ServiceTitan offers:

  • For residential service businesses:

    • Integration with Google Local Services Ads

    • Seamless access to membership information during call booking

    • Adjustable capacity planning to optimize schedules for maximum profitability

    • Real-time technician tracking

    • Greater customizability and drill down capabilities for reports

  • For commercial service businesses:

    • Ability to create customer specific pricing

    • Built-in customer portal with base subscription

    • A suite of project management and project tracking tools for longer-term projects

    • Dynamic form capabilities that ensure staff follow best practices and improve data quality

    • Native equipment tracking and inventory management

For more details on these differences, check out our complete comparison article: FieldEdge vs. ServiceTitan

5. Kickserv

Kickserv is another field service management software offering a variety of tools for large and small businesses. Like other FSM software, they provide a mobile app as well as desktop features for job management, scheduling, managing your workforce, and more. 

However, when compared to Kickserv, ServiceTitan offers:

  • Mobile app with customer convenience features with stable offline functionality

  • Customizable forms and pricing tools in the field

  • Two-way SMS texting for customer inquiries and scheduling changes

  • Pre-appointment GPS Tech Tracking for accurate arrival times

  • End-to-End presentation mode: A visual pricing tool and estimate builder with good, better, best options

  • And more

To view these and other differences, check out the feature comparison chart on our comparison page: Kickserv vs. ServiceTitan

6. Housecall Pro

Housecall Pro is a mobile field service management software solution for home service businesses. Similar to ServiceTitan, it offers a wide range of features outside of invoicing, such as scheduling and dispatching, estimates, QuickBooks integration, and more. 

However, when compared to Housecall Pro, ServiceTitan offers:

  • Greater native pricebook functionality

  • Ability to drill down further into reporting metrics (and trust your numbers)

  • Automated tagging features that help increase revenue

  • Gated work sequences and customizable forms to facilitate accountability across the organization

  • Offline functionality that allows techs to use our mobile app when out of cell service zones

For more details on these differences, check out our complete comparison article: Housecall Pro vs. ServiceTitan

7. ServiceTrade

ServiceTrade is a field service software specializing in supporting commercial service businesses. Like other FSM software, they offer tools for scheduling and dispatching, a mobile app for field technicians, analytics for business management, and a variety of other tools for running operations. 

However, when compared to ServiceTrade, ServiceTitan offers:

  • Robust features for residential service businesses whereas ServiceTrade is primarily commercial-focused (i.e. we’re more suitable for hybrid shops)

  • Greater capabilities to drill down into reporting data

  • A more streamlined call booking process with additional features such as access to property data

  • Deeper pricebook functionality that’s natively built into our software

For more details on these differences, check out our complete comparison article: ServiceTrade vs. ServiceTitan

8. Successware®

Successware® is a business management solution for the trade industry, serving HVAC, electrical, plumbing, and other trade businesses. Their platform offers features such as call booking and CRM, dispatching and scheduling, a mobile app, and other tools for running a service business. 

However, when compared to Successware®, ServiceTitan offers:

  • Integrations with top accounting software used by service businesses such as QuickBooks and Intacct

  • Clean, reliable, easily accessible data through practical and customizable reports (e.g. employee performance scorecards, service agreement reports, call conversion reports, etc.)

  • Robust customer experience features such as technician GPS tracking, technician bios, and SMS text updates that can be automated or managed through the dispatch board

  • Marketing ROI reports that show which campaigns, geographic areas, and incoming calls are generating the most revenue

  • A customer support team focused on building businesses—not just answering software questions

For more details on these differences, check out our complete comparison article: Successware® vs. ServiceTitan

9. Smart Service

Smart Service describes itself as a field service scheduling software for QuickBooks. Like other FSMs, its functions include scheduling and dispatch, electronic work orders, invoicing, and time tracking, while also integrating with QuickBooks. 

To view these and other differences, check out the feature comparison chart on our comparison page: Smart Service vs. ServiceTitan

10. Sera

Sera is a field service management software for home service businesses. It provides scheduling, dispatching, managing pricebooks, building estimates, invoicing, and financial and KPI reporting. 

However, when compared to Sera, ServiceTitan offers:

  • CSR call recordings to ensure technicians always have the context and details they need to provide the best possible service while on jobs

  • Greater reporting and inventory management capabilities

  • Integrated customer financing for increasing average ticket prices

  • More robust customer service and product resources

To view these and other differences, check out our complete comparison article: Sera vs. ServiceTitan

ServiceTitan Software

ServiceTitan is a comprehensive software solution built specifically to help service companies streamline their operations, boost revenue, and substantially elevate the trajectory of their business. Our comprehensive, cloud-based platform is used by thousands of electrical, HVAC, plumbing, garage door, and chimney sweep shops across the country—and has increased their revenue by an average of 25% in just their first year with us.

Learn More

Related posts

Explore Toolbox