Name

Zip Solutions

Legal name

Zip Solutions

Website

https://zipsolutions.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Columbia

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Subscription: Field service management software with customized, industry-specific pricing packages based on features and business size. Pricing is tailored to individual business needs ranging from solo operators to multi-location managers.
2. Setup and Support Services: Professional onboarding and configuration services to help customers configure the software, eliminate headaches, and automate administrative tasks. Expert support team assists with ongoing needs.
3. Financing Options Integration: Multiple consumer financing plans for field service businesses to offer customers payment options. Integration with financing companies like Greensky and Wells Fargo.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Zip Solutions provides a field service management software platform built specifically for plumbing, electrical, and HVAC businesses. It combines a Dispatch Board for scheduling and technician tracking, customizable Price Books, Good/Better/Best sales presentations, QuickBooks accounting integration, Webfleet-based fleet tracking, remote payment and approval tools, service agreement management, and dynamic inventory management. The platform is delivered through a core web application plus a Field App for technicians and an Office App for back-office staff, with subscription-based pricing tailored to business size and feature needs.

Product overview

Zip Solutions offers a unified field service management software platform designed specifically for plumbers, electricians, and HVAC businesses. The product portfolio consists of the core Zip Solutions Field Service Management Software platform, paired with a Field App for mobile technicians and an Office App for back-office staff. Key integrated features include a Dispatch Board with drag-and-drop scheduling, QuickBooks accounting integration, dynamic Price Books customized by industry, Fleet Tracking with Webfleet telematics, Technician Behavior Tracking and Training tools, Service Agreement management, Remote Payment and Approval processing, Customer Survey tools, Marketing Tracking, and Inventory Management. The platform is designed to work across iPads, iOS, Android, Windows, Macs, and other devices through responsive design.

Differentiator

Problem solved

Functional benefit

Products and services

• Zip Solutions Field Service Management Software A comprehensive field service management software platform designed specifically for plumbers, electricians, and HVAC technicians, combining dispatch board, scheduling, customer management, sales presentation tools, fleet tracking, technician reporting, inventory management, and QuickBooks integration into a unified system for managing field service operations.
• Zip Solutions Field App Mobile application for field technicians to access dispatch information, customer details, work orders, presentations, and payment processing while on-site at service calls.
• Zip Solutions Office App Web-based application for office staff including dispatchers, customer service representatives, and bookkeepers to manage scheduling, customer relationships, invoicing, and overall business operations.

Quantifiable outcome

• Average tickets increase when presenting options to customers
• +3 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature10 records

Partnerships

Two partnerships are on record, tiered core.

• Webfleet (formerly TomTom)coreTechnology or IntegrationGPS/telematics partnership for integrated fleet management. Webfleet data brought into Zip Solutions allows dispatchers to see technician locations in real-time. Routing information automatically sent to hands-free dash navigation units. Integration uses traffic data to reduce drive time and includes driver behavior monitoring (speeding, acceleration, braking).
• QuickBookscoreTechnology or IntegrationAccounting software integration that allows invoices and payments to flow seamlessly between Zip Solutions and QuickBooks. Technicians can complete jobs with entries automatically syncing to QuickBooks, eliminating manual data entry and reducing administrative burden.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Jobber: Field service software for small home service businesses including plumbers, electricians, and HVAC. Closely comparable to Zip Solutions on dispatch, invoicing, CRM, and QuickBooks/online payments; primarily targets owner-operators and small crews.
• Workiz: FSM platform for service industries including HVAC, plumbing, and electrical, with scheduling, dispatching, customer communication, and online booking. Targets small and mid-sized service businesses similar to Zip Solutions' segment.
• FieldAware: FSM software for service-based businesses covering work orders, scheduling, mobile field apps, and CRM. Comparable in functionality and SMB-to-mid-market positioning to Zip Solutions for trade-oriented customers.
• mHelpDesk: FSM software for home service businesses, including plumbing, HVAC, and electrical, with dispatch, invoicing, quoting, and customer management. Directly comparable in target customer profile to Zip Solutions.
• ServiceTrade: Commercial contractor FSM platform serving mechanical, electrical, plumbing, and HVAC service companies. Overlaps with Zip Solutions on service agreements, work orders, technician tracking, and customer communication, with deeper commercial-contractor focus.
• ServiceTitan: The leading venture-backed FSM platform purpose-built for trades including HVAC, plumbing, and electrical. Most direct competitor to Zip Solutions, with a much larger customer base and capital backing; overlaps on dispatch, price books, presentations, QuickBooks integration, and technician tracking.
• Housecall Pro: FSM SaaS targeting home service professionals (plumbing, HVAC, electrical, cleaning). Competes head-to-head with Zip Solutions on scheduling, dispatching, customer communications, and online booking, and has raised significant venture capital to scale.
• FieldEdge: HVAC, plumbing, and electrical FSM software focused on residential and light commercial contractors. Competes with Zip Solutions on dispatch, technician management, customer history, and QuickBooks integration.

Broad incumbents

• ServiceMax: PTC-owned FSM platform focused on asset-intensive and complex service operations. Overlaps with Zip Solutions on work order management, scheduling, and technician enablement, but addresses a broader and more enterprise-oriented market.
• Salesforce Field Service: Enterprise-scale FSM capability within the Salesforce platform, covering scheduling, dispatch, and mobile worker enablement. While far broader and more enterprise-focused than Zip Solutions, it competes for larger multi-location trade accounts.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/watch?v=K-e1snE47Rk
• Xx.com/ZipSolution

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Zip Solutions