SAMPro
by SAMPro Software (Jonas Software)
Last updated Mar 29, 2026 · 1 revision
Unify your field and back-office
Highlights
Capabilities
Media
samprosoftware.com
About This Product
Commercial field service and back-office management platform (formerly Data-Basics) for mechanical and HVAC contractors. Features rules-based dispatch, service agreement management, project costing, and integrated accounting with a focus on unifying field and office operations.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
AI Approach
AI-Assisted
Minor AI touches. AI shows up in a few targeted features. Consider this a nice-to-have, not the core capability.
FSH Score Breakdown
Ease of Use 5.0
Features 7.4
Support 5.0
Value 4.0
Integrations 8.0
AI Capabilities 3.0
Features
73 features confirmed across
15categories· Showing confirmed capabilities only
Mobile & Field Tools13features
Offline ModeStore and Forward synchronizationDigital FormsCustom fillable PDF formsDigital SignaturesElectronic signature captureField Data SynchronizationHVAC Field Service ManagementImage Capture And TaggingIntegrated Picture CapturingTechnician Mobile AppMobile Field ServiceLink To Operator Manuals And DiagramsSearchable field knowledge baseTechAnywhere
Show 5 more
Mobile Web App for Service ProvidersMobile Field ServiceImage And Video Upload For Problem SolvingPhoto and video capture in the fieldCustomizable Forms and ContractsCustom fillable PDF formsDigital Field Data Capture with Date, Time, and Username StampsLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment
Platform & Customization13features
Construction ManagementConstruction ManagementDocument ManagementDocument ManagementModular DesignModular ERP designMulti-Company ManagementMulti Company SupportScheduling, Dispatch, And Project Management IntegrationService ManagementThird-Party IntegrationIntegrated Google NavigationEnterprise Service ManagementScheduling And Dispatch Integration
Show 5 more
Multi-LocationMulti-location supportJob Management Platform IntegrationIntegrated field service managementAutomatic Routing of Field Content to Office WorkflowsCustomizable Management Web PortalsConstruction ERPcomplete ERP package
Scheduling & Dispatch6features
Work OrdersTechAnywhere mobile field app for work order updates, time capture, materials, photos, and signaturesDispatchingDispatchingSchedulingScheduling And DispatchProject ManagementProject managementOn-Call Technician Work Order CreationOn-Call Technician Work Order CreationAuto Assign Jobs
Inventory Management6features
Inventory ManagementUnified inventory management for warehouses and trucks tied to jobs and projectsPurchase OrdersInventory & ProcurementVendor TrackingVendor ManagementPurchase Order and ProcurementBarcode ScanningIntegrated Camera and Barcode Reader SupportSupplier ManagementVendor Management
Customer Communication4features
Client PortalCustomer self-service portalEmail IntegrationE-mail work order receipts and invoicesCall ScriptingCustomizable call scripts per equipmentReal-Time Remote Support and CollaborationReal-time remote support and collaboration
Reporting & Analytics4features
ReportingSingle ERP view for service calls, work orders, project costs, and cashflowAnalyticsBusiness analytics servicesReal Time Operational Data Collection and AnalysisReal-time data and reportingAutomated Dashboards and System Status ReportsAutomated scheduling and critical reporting
CRM & Sales4features
CRMCustomer Relationship Management (crm)Contract ManagementPM contracts managementMaintenance Agreement ManagerPreventive MaintenanceAutomated Job Site Photo and Video Pinning
Accounting Integration4features
Job CostingJob costingAccounting IntegrationIntegrated accounting with general ledger, AP/AR, payroll, and billing for multi-company, multi-location contractorsAutomated PayrollPayrollAllocation Formulas and Rules Engine
AI & Automation4features
Automation RulesAutomated work order content routingAI Knowledge BaseField-ready knowledge baseAI Escalation with Assigned UsersEscalation ManagementAI Field Auto-FillAutomatic routing of field content to office workflows
Technician Management3features
Subcontractor ManagementSubcontractor ManagementTime TrackingRemote time entry portalLive Video SupportRemote video support
Equipment & Asset Management3features
Equipment TrackingEquipment TrackingAsset ManagementAsset ManagementEquipment Maintenance Tracking
Compliance & Safety3features
Refrigerant Tracking And ReportingRefrigerant tracking and reportingRefrigerant Recovery TrackingRefrigerant trackingIncident ManagementService Management
Invoicing & Payments2features
InvoicingTime And Material BillingPayment ProcessingCredit Card Processing
Estimating & Quoting2features
Quoting & EstimatesCreate Quotes in the FieldMobile EstimatesCreate Quotes in the Field
Fleet & GPS Management2features
GPS TrackingGPS IntegrationIntegrated Address Mapping With Directions
Integrations 20 across 9 categories
Accounting 8
Avalara
Deltek Costpoint
JD Edwards
Jonas Construction Software Native
Jonas Premier Native
QuickBooks Desktop Native
QuickBooks Online Native
Sylogist Mission ERP
Productivity 3
Google Sheets CSV
Microsoft 365 Native
Microsoft Excel CSV
Field Service 2
Data-Basics Native
mJob
Data & Automation 2
Azure Blob Storage
Zapier Zapier
Payment Processing 1
Global Payments
HR & Payroll 1
APS Payroll
eCommerce 1
Nelco
GPS & Fleet 1
IntelliShift
Industry-Specific 1
XOi
Pricing
- Model
- Quote Only
- Starting at
- $999/mo
- Notes
- Contact for pricing. Tiered by company size and modules. Part of Jonas Software portfolio.
