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 7.2
Support 5.0
Value 5.5
Integrations 7.0
AI Capabilities 5.0
Customer Reviews
Features
65 features confirmed across
14categories· Showing confirmed capabilities only
Invoicing & Payments9features
InvoicingCreate and send invoicesPayment ProcessingMobile Credit card processingConsumer FinancingConsumer FinancingCustomizable Invoice Line ItemsCustomizable invoicesPrice PagesPrice pagesPricing And CommissionsPricing and CommissionsPrice BookPrice PagesAutomated Profit Margins for Labor, Parts and Other Items
Show 1 more
Contactless Payments
Accounting Integration9features
Job CostingJob CostingAccounting IntegrationMonitor and manage expensesAuto Expense CategorizationExpenses TrackingAutomated PayrollContractor PayrollBudgetingBudget ManagementCash Flow ManagementFinancial ManagementClaim ExpensesAccounts PayableMonitor and manage expenses
Show 1 more
Billable Expense TrackingExpenses Tracking
Platform & Customization8features
Custom FieldsComprehensive item settingsCustom TemplatesProject TemplatesScheduling And Dispatch IntegrationScheduling & DispatchingData ImportData Import/ExportDocument ManagementDocument StorageZip Code DatabaseTaxes based on ZIP codeConnected Support FilesContent Categorization
CRM & Sales7features
CRMField Service CRMLead ManagementJob ManagementMaintenance Agreement ManagerHome Service AgreementMarketing ToolsHome Services MarketingCentralized Customer InformationCustomer ProfilesRatings And ReviewsCustomer and Site Data Management
Scheduling & Dispatch5features
DispatchingDispatchingSchedulingRecurring JobsWork OrdersWork Order ManagementProject ManagementTask ManagementScheduling OptimizationAI Route Optimization
Technician Management5features
Call Monitoring & CoachingCall RecordingCommission TrackingCommissions ManagementRecruiting & StaffingEmployee ManagementTime TrackingTime CardsIn-App Clock In/Out
Customer Communication4features
SMS MessagingText MessagingVoIP Phone SystemVoice SolutionsAutomated Status UpdatesInstant updatesJob Sharing with Customers
Inventory Management4features
Inventory ManagementInventory ManagementPurchase OrdersSupplies orderPart OrderingBarcode ScanningBarcode and QR scanner in Custom Forms
Mobile & Field Tools4features
Offline ModeOffline functionalityAuto Data EntryAutomated data captureTechnician Mobile AppMobile AppNFC TaggingNFC support for the CardConnect terminal
Reporting & Analytics3features
AnalyticsDashboardReportingAdvanced ReportingCustomizable Data Views and Filtering
Estimating & Quoting2features
Quoting & EstimatesSales Proposal ToolBulk Add Items to Estimates
Fleet & GPS Management2features
GPS TrackingEmployee GPS TrackingGIS RoutingRoute Optimization
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.
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