Servicem8 vs Tradify vs Housecall Pro

We compare the setup process, features, mobile app, pricing, and reviews. The chart below gives you a quick overview. We also have full detailed descriptions below with screenshots so you can see what each platform looks like from the inside.

Setup

When considering which platform to use, service setup is important because it shows how user-friendly the service is and how steep the learning curve might be. Every platform offers various features, but every business owner has different priorities, and here’s where the challenge comes in. For your business, maybe it’s more important to fix the scheduling bottleneck than looking into new marketing strategies.

Generally, there are two different approaches companies take for setup.

1. The first approach is front-loaded. You to do the heavy lifting upfront to set up integrations, add employees, import customers, and setup preferences. After that, you jump into the platform to start scheduling your first job. (Both Servicem8 and Tradify take this approach).

2. The second approach is reversed. First, you do a quick basic setup, then you can use the app to schedule your first job right away. After that, you can set up other features and integrations as you see fit. (Housecall Pro takes this approach).

All the steps in the setup are illustrated below with screenshots from each platform so you can see what it feels like to navigate through them.

Housecall Pro, Tradify, and Servicem8 all have a 14-day free trial that include all features. No credit card necessary.

Housecall Pro Setup

Housecall Pro has a simple five step setup. After that, you can turn on additional features or integrations by going to “My Apps”.

After you enter your email address to sign up, select your industry:

Then pick your business size:

Next, enter your business address:

After that, enter your business name and contact number:

Then, enter your name and password:

When you’re in the app, click the blue “New” button at the top left to schedule your first job:

To connect your Quickbooks Online account or setup additional features, login from the computer and go to the “My Apps” tab at the top of the screen.

Housecall Pro’s web portal is organized with six tabs at the top of the screen: dashboard, schedule, customers, map, my apps, and my money. Included are screenshots of the dashboard, schedule, and customer database:

Tradify Setup

Tradify has nine steps in the initial setup, but you can skip any of these steps and complete them later.

First, sign up for an account by entering your name, company name, country, and password:

Next, you go through the seven steps of setting up your profile, accounting, region, company, tax rate, billing rate, and markup:

After you finish the setup, click the green plus sign button at the bottom right to schedule your first job:

Tradify’s web portal is organized with 11 tabs on the left side of the screen that include: dashboard, jobs, map, invoices, quotes, purchases, scheduler, timesheets, customers, suppliers, reports, and settings. Here are screenshots of the dashboard, customer, and scheduler tabs:

Servicem8 Setup

Servicem8’s setup is a five step process of entering company information, job settings, accounting information and more.

First, you enter your company information:

Then you upload your company logo:

Next, you choose your region and language:

Then you enter your job settings:

On the last step, you enter your invoicing information with your accounting package, invoicing terms, and payment methods:

Then there’s an introduction video:

Once you’re logged in, go to the dispatch board to schedule your first job by clicking the “New Job” button on the top left:

Servicem8’s web portal is organized in seven tabs at the top of the screen that include: home, dispatch board, job history, clients, invoicing, reports, and settings. Here are several screenshots of the home, dispatch board, and clients tab:

Mobile App

Housecall Pro

Housecall Pro’s mobile app is organized with five tabs at the bottom: dashboard, schedule, messages, customers, and more. The mobile app is designed to give you all the necessary information you need when you and your team are out in the field to complete jobs, schedule, dispatch, invoice, and take payments. You also have access to your customer history/database, invoices, estimates, and jobs.

Tradify

Tradify’s mobile app is organized with 10 tabs at the bottom of the screen: dashboard, jobs, scheduler, timesheets, purchases, quotes, invoices, map, customers, and settings. Most of the tabs from the web portal are accessible in the mobile app, but don’t have as much detail as the web portal.

Servicem8

Servicem8’s iOS exclusive mobile app is organized with four tabs at the bottom: activity, jobs, notifications, and more. The “more” tab includes some of the tabs you can find in the web portal: invoicing, tasks, clients, staff, messages, help, and logout.

Features

When looking at features, you can evaluate the feature set as a whole or you can look at specific problems that need to be solved.

Housecall Pro, Tradify, and Servicem8 all cover the basics of scheduling, dispatching, invoicing and payments. The big differences are the additional features and integrations.

Both Servicem8 and Tradify’s feature set is made to streamline and organize your operations at every level.

Housecall Pro took a different approach. Instead of continuing to add incremental value by going deeper into organizing your business, Housecall Pro added other features to help with different areas of the business such as growing revenue and improving your customer experience.

In this section, we’ll take a deeper look.

Housecall Pro Features

Housecall Pro has a wide range of features to benefit different areas of your service business. This software is designed to help you save time, get more jobs, get paid faster, and give your customers a better experience.

Housecall Pro’s major features include: scheduling, dispatching, estimating, invoicing, time tracking and timesheets, text/email notifications, reviews, online booking, email/postcard automation, employee GPS Tracking, recurring service agreements, customized reporting, payment processing, instapay and integration with Quickbooks Online for accounting.

Other integrations include: Yelp, Convert, NiceJob, Broadly, Google Calendar, Zapier, and Fundbox. Soon to come includes employee expense cards, consumer financing,  and a few other integrations.

Pros: Housecall Pro’s mobile app is easy to understand and simple to use. The marketing features like online booking, reviews, postcard/email automation help you get more jobs and stay in touch with customers to drive repeat business. These features also integrate with a wide range of other companies that specialize in website building through Convert, generating reviews through NiceJob and Broadly, integrating directly with Yelp for online booking and more.

Cons: Housecall Pro only operates in the US and Canada and does not have custom forms/templates to create checklists or other pdf reports. It also lacks the capability to do job costing, inventory tracking, chemical tracking, and equipment management. The only accounting software it integrates with is Quickbooks Online.

Tradify Features

Tradify’s major features include: scheduling, quoting, invoicing, time tracking, custom templates, job costing, purchase orders, a map for tracking jobs and employees, and integration with XERO, MYOB, and Quickbooks Online. Tradify also has a mobile app.

Pros: Tradify a global company. They work well in the commercial service, residential service, and construction space. They also have features that help to organize and manage your flow of purchase orders with various suppliers. Accounting integrations include XERO, MYOB, and Quickbooks Online.

Cons: Tradify doesn’t have features that drive business growth. They don’t have any features that are customer facing like custom texts/emails, online booking, review generation, or marketing automation.

Servicem8 Features

Servicem8’s major features include: scheduling, quoting, invoicing, online booking, automated communication, asset management, custom forms, job profitability, credit card, and online payments, reporting and integrations with XERO, MYOB, QBO for accounting.

Other integrations include: Mailchimp, Zapier, Workato, Deputy, and Servicem8 has an open API.

Pros: Servicem8 is globally available and has many features for tracking, organizing your business, as well as an open API. They also have features such as automated communication that can trigger texts/emails to follow up after quotes are sent, jobs are done, and reminders for unpaid invoices. Some additional tracking features include job costing, margin billing, payment terms, partial/progress invoicing and more.

Cons: Servicem8’s setup for additional features is a longer process. They don’t have many features for growing the business besides automating your customer communication.

Pricing

Tradify and Housecall Pro’s pricing varies based on users and features.

Servicem8’s pricing varies based on the number of jobs completed per month and each plan includes unlimited users.

Housecall Pro, Tradify, and Servicem8 all have a 14-day free trial with no credit card necessary to start.

Housecall Pro Pricing

Housecall Pro’s pricing ranges from $39/month to $199/month based on the number of users.

There’s also a XL plan if you have more than 10 techs. The plan is customizable and can tailor to your needs.

Tradify Pricing

Tradify’s pricing starts at $25/month per user for 1 - 9 users. For businesses over 10 users, you have to contact them to get a quote. There’s also additional setup help for a price that’s not published online. Office admin and employees in the field are all considered users.

Servicem8 Pricing

Servicem8’s has four plans ranging from $29/month to $349/month. The price varies based on the number of jobs completed per month ranging from 50 to 1500 and additional features are included in larger plans.

Reviews

Housecall Pro Reviews

• Capterra - 4.5 1533 Reviews

• Get App - 4.72 1536 Reviews

• Software Advice - 4.72 1535 reviews

• G2 Crowd - 4.5/5 74 reviews

• iOS App Store - 4.4 819 reviews

• Android Google Play Store - 4.2 689 reviews

Tradify Reviews

• Capterra - 4.5 95 reviews

• Get App - 4.65 99 reviews

• Software Advice - 4.65 99 reviews

• G2 Crowd - Not enough reviews

• iOS App Store - 4.0 3 reviews

• Android Google Play Store - 3.6 82 reviews

Servicem8 Reviews

• Capterra - 4.5 271 reviews

• Get App - 4.67 271 reviews

• Software Advice - 4.67 271 Reviews

• G2 Crowd - 4.5 3 reviews

• iOS App Store - 4.0 53 reviews

• Android Google Play Store - Not available on Android

Summary

If you’re looking for something simple to setup and can help you both manage and grow your business, then Housecall Pro is the best option for you.

If you’re outside of the US/Canada, do mainly commercial work, or need more in-depth features to keep your business organized, then Tradify might be a good option to explore.

If you have many processes unique to your business that needs customization or automation for in a particular way, then Servicem8 might be what you’re looking for.