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 8.0
Support 5.0
Value 4.0
Integrations 8.0
AI Capabilities 3.0
Customer Reviews
Features
57 features confirmed across
15categories· Showing confirmed capabilities only
Platform & Customization9features
Construction ManagementEnterprise Service ManagementScheduling And Dispatch IntegrationScheduling, Dispatch, And Project Management IntegrationData ImportData Import/ExportDocument ManagementSearchable field knowledge baseThird-Party IntegrationThird-party IntegrationAutomatic Routing of Field Content to Office Workflows
Show 1 more
Customizable Management Web Portals
Mobile & Field Tools7features
Image Capture And TaggingTechAnywhereTechnician Mobile AppDigital SignaturesDigital SignaturesDigital Field Data Capture with Date, Time, and Username StampsLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentLink To Operator Manuals And Diagrams
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 CreationAuto Assign Jobs
Customer Communication5features
Client PortalSelf-service portalsCall RoutingCall Escalation ManagerEmail IntegrationE-mail work order receipts and invoicesReal-Time Remote Support and CollaborationNotificationsAlerts and Notifications
Accounting Integration5features
Job CostingJob costingAccounting IntegrationIntegrated accounting with general ledger, AP/AR, payroll, and billing for multi-company, multi-location contractorsAllocation Formulas and Rules EngineBudgetingFinancial ManagementCash Flow Management
Equipment & Asset Management4features
Equipment TrackingEquipment TrackingEquipment Maintenance TrackingAsset ManagementAsset ManagementPredictive MaintenancePredictive Maintenance
CRM & Sales4features
CRMCRMContract ManagementPM contracts managementAutomated Job Site Photo and Video PinningMaintenance Agreement ManagerPreventative Maintenance Processing
Inventory Management3features
Inventory ManagementUnified inventory management for warehouses and trucks tied to jobs and projectsPurchase Order and ProcurementPurchase OrdersInventory & Procurement
Technician Management3features
Subcontractor ManagementSubcontractor ManagementTime TrackingLabor hours calculation based on status changesHR and Employee Portals
Compliance & Safety3features
Refrigerant Tracking And ReportingCode Enforcement TrackingCompliance TrackingRefrigerant Recovery TrackingRefrigerant Tracking
Invoicing & Payments2features
Payment ProcessingPayment ProcessingInvoicingBilling & Invoicing
Reporting & Analytics2features
ReportingSingle ERP view for service calls, work orders, project costs, and cashflowAnalyticsDashboard
AI & Automation2features
Automation RulesAutomated work order content routingAI Knowledge Base
Estimating & Quoting1feature
Mobile EstimatesCreate Quotes in the Field
Fleet & GPS Management1feature
Integrated 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.
