Shares data with third parties
"To third parties to market their products or services to you if you have not opted out of these disclosures."
Confidence: high
Source
Orcatec
by Orcatec Inc.
Built by an HVAC contractor for contractors
Highlights
Capabilities
Trust
Media
orcatec.com
About This Product
Freemium field service management platform for home services contractors, built by a founder with 14 years of HVAC business experience running a multimillion-dollar operation. Provides scheduling, dispatching, invoicing, and CRM functionality. The freemium model makes it accessible for HVAC startups and small operations looking to digitize without upfront costs.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- Yes
- Public API
- No
- Deployment
- Cloud
AI Approach
AI-Enhanced
AI supplements traditional workflows. AI augments specific tasks within an otherwise traditional product. Useful, but not the primary reason to buy.
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Primary policy document: https://orcatec.com/privacy-policy
FSH Score Breakdown
Ease of Use 5.0
Features 8.0
Support 5.0
Value 6.5
Integrations 7.0
AI Capabilities 5.0
Customer Reviews
Features
58 features confirmed across
14categories· Showing confirmed capabilities only
Invoicing & Payments9features
InvoicingCreate and send invoicesPayment ProcessingMobile Credit card processingConsumer FinancingConsumer FinancingCustomizable Invoice Line ItemsPrice BookPrice PagesPrice PagesPricing And CommissionsAutomated Profit Margins for Labor, Parts and Other Items
Show 1 more
Contactless Payments
Accounting Integration7features
Job CostingJob CostingAuto Expense CategorizationAccounting IntegrationExpenses TrackingCash Flow ManagementClaim ExpensesAccounts PayableMonitor and manage expensesAutomated PayrollContractor Payroll
Platform & Customization7features
Scheduling And Dispatch IntegrationScheduling & DispatchingData ImportBulk import/exportDocument ManagementItem attachment supportZip Code DatabaseTaxes based on ZIP codeConnected Support FilesContent CategorizationThird-Party Integrationintegration of business functions
CRM & Sales6features
CRMCustomer Relationship Management (CRM)Lead ManagementJob ManagementMarketing ToolsAutomated Direct MailRatings And ReviewsMaintenance Agreement ManagerHome Service AgreementCustomer and Site Data Management
Scheduling & Dispatch5features
DispatchingDispatchingSchedulingRecurring JobsWork OrdersWork Order ManagementProject ManagementTask ManagementJob Status and Duration Tracking
Technician Management5features
Call Monitoring & CoachingCall RecordingCommission TrackingCommissions ManagementTime TrackingTime CardsRecruiting & StaffingEmployee ManagementIn-App Clock In/Out
Customer Communication4features
VoIP Phone SystemVoice SolutionsSMS MessagingText MessagingCustomer SupportJob Sharing with Customers
Inventory Management3features
Purchase OrdersSupplies orderPart OrderingBarcode ScanningBarcode and QR scanner in Custom Forms
Mobile & Field Tools3features
Auto Data EntryAutomated data captureTechnician Mobile AppNFC TaggingNFC support for the CardConnect terminal
Estimating & Quoting2features
Quoting & EstimatesSales Proposal ToolBulk Add Items to Estimates
Fleet & GPS Management2features
GPS TrackingEmployee GPS TrackingGIS RoutingRoute Optimization
Reporting & Analytics2features
ReportingAdvanced ReportingCustomizable Data Views and Filtering
Equipment & Asset Management2features
Equipment TrackingEquipment trackingBarcodes, QR Codes & NFC Tags
AI & Automation1feature
AI Review ResponsesReview Management
Integrations 1 across 1 category
Accounting 1
QuickBooks Online
QuickBooks
Pricing
- Model
- Quote Only
- Starting at
- $30/mo
- Notes
- Free tier available. Paid plans starting at $30/mo. Built by a 14-year HVAC veteran.
Similar Field Service Management (FSM) Tools
Compare all →Other tools in the same category. Compare to find the best fit.
FieldProxy
FieldProxy
AI-powered FSM with unlimited users and 24-hour deployment, positioning as a cost-effective ServiceTitan alternative for mid-market HVAC companies.
Subscription · $649/mo ** AI-Enhanced
Housecall Pro
Housecall Pro
The #1 home services software
Subscription · $59/mo
Free Trial
*** AI-Powered
Strength: 100
ServiceTitan
ServiceTitan
The operating system for the trades
Per User · $245/mo *** AI-Powered
Strength: 100
Public
BuildOps
BuildOps
Built for commercial contractors
Quote Only · Contact for pricing *** AI-Powered
Strength: 90
PE-Backed