ServicePal

What ServicePal does

ServicePal is a cloud-based, mobile-first field service management SaaS platform that targets small and mid-sized service contractors in the HVAC, plumbing, chimney, electrical, and roofing trades. Founded in 2013 and headquartered in the San Francisco Bay Area, the company positions itself as the first mobile-first field service app for the trades released on iPad, differentiating from legacy desktop and laptop-based competitors through native iPad functionality and a zero-IT cloud deployment model. The platform is led by founder and CEO Jan Sondergaard and operates with a small team of 1-10 employees.

The platform provides end-to-end field service functionality including customer management (CRM), drag-and-drop scheduling and dispatch, work order management, custom form creation (via the trademarked Form Designer module), time tracking, equipment tracking, service agreements, sales proposals, invoicing, mobile payments (via Stripe and Global Payments), customer financing (via Finance of America and Regions Bank), automated text messaging (via Twilio), and review collection across up to 12 social media sites. Native integrations include QuickBooks Online for accounting, and infrastructure is built on outsourced, multi-tenant cloud providers with SOC 1/2/3 and ISO 27001 audited controls and GDPR-compliant data processing.

ServicePal generates revenue through two subscription tiers — Classic at $199/month and Pro at $299/month (launched 2023) for two users each — with additional user licenses available, an annual billing option, an optional text messaging add-on, and optional professional services for training and custom form creation. Distribution is exclusively digital: a self-serve free trial with no credit card required on the website, supported by a Calendly-based inside-sales demo channel for mid-market prospects and a native iPad App Store presence. The company has operated for 13+ years with a small global team, a Scandinavian sales office opened in 2014, and a primary customer base in the United States.

Name

ServicePal

Legal name

ServicePal Inc.

Website

https://servicepal.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

ServicePal is a cloud-based, mobile-first field service management SaaS platform for SMB service contractors, offering scheduling, custom forms, invoicing, payments, and customer financing across HVAC, plumbing, chimney, and electrical trades.

Ownership category

akta.pro rank

Product category

Field Service Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Cloud Operations Outsourcing (Cloud Managed Operations) (BPAEAMAC)

akta.pro secondary industry

Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC)

Keywords

• Field service management
• Service contractor software
• Work order management
• Mobile invoicing software
• Scheduling and dispatch

Headquarters

HQ city

Redwood City

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Subscription - Classic Plan: Monthly SaaS subscription at $199/month for up to 2 users. Includes CRM, drag-and-drop team calendar, work orders, email tracking, custom forms, time tracking, equipment tracking, and service agreements. Billed monthly (pay-as-you-go) with no annual contract required. Additional user licenses available at $99/month per extra user.
2. Subscription - Pro Plan: Monthly SaaS subscription at $299/month for up to 2 users. Includes all Classic features plus sales analytics, proposals and invoices, mobile payments, customer financing, digital signatures, customer file attachments, cover letters, invoice reminders, accounts receivable, sales tax reporting, and social media reviews (12 sites). Additional user licenses at $99/month per extra user.
3. Add-on - Text Messaging: Text messaging add-on available on both Classic and Pro plans for customer communication and automated reminders, billed as an additional monthly fee.
4. Consulting Services: Optional consulting services including training, installation, custom form creation, development, and integration delivered by ServicePal or outside implementation partners. Fees are in addition to the subscription fee and may recur on a billing-period basis.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

ServicePal provides a cloud-based, mobile-first field service management SaaS platform that enables service contractor businesses to manage customers, schedule and dispatch field technicians, create custom forms and inspection reports, generate proposals and invoices, collect mobile payments, offer customer financing, track equipment and service agreements, monitor technician timesheets, and engage customers via text messaging. The platform is delivered natively on iPad and via the web, with native integrations to QuickBooks Online, Stripe, Rillavoice, Google, Facebook, and customer-financing partners, and is offered in monthly and annual subscription tiers with optional add-ons and consulting services.

Product overview

ServicePal is a cloud-based, mobile-first field service management platform for service businesses. The core ServicePal platform provides customer management (CRM), job scheduling, work order management, time tracking, equipment tracking, service agreements, and team management. It is available in two subscription tiers: Classic ($199/month) and Pro ($299/month). Key add-on modules include ServicePal Form Designer (custom form creation), ServicePal Payments (online/mobile payment processing), Time by ServicePal (timesheet tracking), LiveCam by ServicePal (real-time camera), and Pay Me by ServicePal (mobile payment requests). The Pro tier adds sales analytics, proposals, invoices, digital signatures, customer financing, accounts receivable, sales tax reporting, and social media review management on top of the Classic feature set. The platform integrates natively with QuickBooks Online, Stripe, Global Payments, Rillavoice, Google, Facebook, Kickbox, Finance of America, and Regions Bank. ServicePal was the first mobile-first solution for the trades on iPad, launched in 2013, and has expanded internationally with an HVAC-specific product line and a 2023 Pro launch featuring enhanced sales capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• ServicePal Cloud-based, mobile-first field service management SaaS platform delivered via iPad native app and web, enabling service contractor businesses to manage customers, schedule and dispatch field technicians, generate proposals and invoices, collect mobile payments, track time and equipment, send text messages, and run 100% paperless field operations. Offered in two subscription tiers (Classic at $199/month and Pro at $299/month) plus an annual billing option.
• ServicePal for HVAC Vertical-specific edition of the ServicePal platform tailored for HVAC contractors, adding flat rate price book support on top of the core scheduling, work order, invoicing, and customer management features.
• ServicePal Pro Premium subscription tier of ServicePal that adds sales analytics, proposals and invoices, mobile payments, customer financing, digital signatures, accounts receivable, sales tax reporting, and social media review collection across 12 sites on top of the Classic feature set. Priced at $299/month for 2 users with $99/month per additional user.
• Text Messaging Add-on Optional SMS/text messaging add-on for the ServicePal platform enabling ad hoc customer communication and automated reminders between service providers and customers; available on top of Classic and Pro subscriptions as a separately billed monthly fee.
• ServicePal Consulting Services Optional professional services delivered by ServicePal or outside implementation partners, covering training, installation, custom form creation, development, and integration. Fees are billed in addition to the subscription fee and may recur on a billing-period basis.

Quantifiable outcome

• 37% productivity increase and 3 hours/day office time savings per person
• +3 more outcomes

Named customers11 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

Feature12 records

Partnerships

Eleven partnerships are on record, tiered core and supporting.

• Stripe, Inc.coreTechnology or IntegrationStripe is featured as a primary integration partner powering ServicePal's mobile payment processing. Customers can accept payments directly through the platform. The Stripe logo appears prominently on the homepage among the top integration partners. Both companies' white and colored logos are displayed.
• Intuit, Inc. (QuickBooks Online)coreTechnology or IntegrationQuickBooks Online integration enables bi-directional sync of financial data between ServicePal's field operations and customers' accounting systems. This is a flagship feature promoted on both the homepage and case studies. Integration mentioned as a major upcoming innovation by Top Hat Chimney customers.
• Google, Inc.supportingTechnology or IntegrationGoogle is referenced as an integration partner, likely for Google services (Calendar, DNS via Google Cloud, Google reviews). The Google logo appears in the integration section of the homepage alongside other partners.
• Regions BanksupportingTechnology or IntegrationRegions Bank is listed as a banking services partner in the integration section, enabling customer financing and payment processing capabilities. Both white and colored logos are displayed.
• RillavoicesupportingTechnology or IntegrationRillavoice (voice processing) is listed as an integration partner, featured with both white and colored logos. The integration supports voice-related features in the ServicePal platform.
• Kickbox, Inc.supportingTechnology or IntegrationKickbox email verification integration is listed as a partner, enabling validation of customer email addresses to reduce bounce rates and improve deliverability.
• Finance of America Mortgage LLCsupportingTechnology or IntegrationFinance of America Mortgage is listed as a sub-processor in the DPA and as a banking services partner, enabling customer financing options for field service customers at point of sale.
• Cloudflare, Inc.supportingTechnology or IntegrationCloudflare provides CDN services as listed in the sub-processor exhibit of the Data Processing Agreement. CDN services ensure fast, secure delivery of ServicePal's web and application interfaces globally.
• Twilio, Inc.supportingTechnology or IntegrationTwilio provides cloud communication services (SMS, voice) as a sub-processor, enabling ServicePal's text messaging and conversation features.
• Microsoft, Inc.supportingTechnology or IntegrationMicrosoft provides cloud infrastructure services as a sub-processor, supporting the hosting and operation of ServicePal's platform.
• Global Payments, Inc.supportingTechnology or IntegrationGlobal Payments is listed as a payment processing sub-processor, complementing the Stripe integration for handling payment transactions.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Jobber: Jobber provides cloud-based CRM, scheduling, dispatch, estimates, invoicing, and payments to home-service businesses. It closely matches ServicePal's SMB contractor focus, subscription SaaS model, and end-to-end field-workflow coverage.
• Housecall Pro: Housecall Pro offers scheduling, dispatch, estimates, invoices, payments, communications, and customer management for home-service professionals. It is highly comparable in target customers, product-led acquisition, and mobile field-service workflows.
• FieldPulse: FieldPulse provides CRM, scheduling, dispatch, estimates, invoices, payments, and field-service management for small and midsize contractors. It is comparable to ServicePal in vertical focus, customer size, and core functionality.
• KickServ: KickServ offers job management, scheduling, estimates, invoices, time tracking, payments, and CRM tools for service businesses. It serves a similar contractor customer base and overlaps with ServicePal's mobile workflow and subscription software model.
• Smart Service: Smart Service is a QuickBooks-integrated field-service platform with scheduling, dispatch, mobile work orders, customer management, and billing. It is explicitly identified in the supplied data as a ServicePal competitor and serves a comparable small-to-midsize contractor market.
• Workiz: Workiz provides home-service businesses with job management, communications, reviews, payments, and sales workflows. It is comparable because it targets the same trades, combines field operations with customer engagement, and sells through a subscription platform.
• simpro: simpro provides quoting, job management, field service, inventory, maintenance, and accounting functionality to trade and commercial service contractors. It compares with ServicePal through its end-to-end workflow, mobile field use, and focus on specialty-trade operators.

Broad incumbents

• ServiceTitan: ServiceTitan provides a broad operating platform for residential and commercial trades, including dispatch, sales, payments, financing, marketing, and reporting. It overlaps materially with ServicePal but generally serves larger contractors with a more expansive product suite.
• FieldEdge: FieldEdge offers field-service management, accounting integration, dispatch, billing, and customer tools for HVAC, plumbing, electrical, and other contractors. It overlaps strongly with ServicePal's product scope and vertical focus but is a more established incumbent with a broader operating suite.

Regional players

• Commusoft: Commusoft is a UK-focused field-service management platform with scheduling, quotes, job tracking, customer records, and invoicing. It is comparable in product functionality and trade-service customers but has a stronger regional focus than ServicePal's US and Scandinavian footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/servicepal
• Facebookfacebook.com/servicepal
• LinkedInlinkedin.com/company/servicepal

Compliance6 records

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 ServicePal