SAMPro
by SAMPro Software (Jonas Software)
Last updated Mar 29, 2026 · 1 revision
Unify your field and back-office
5.4 - Good Quote Only · $999/mo Mobile App * AI-Assisted 36 Features
9 Integrations
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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.
FSH Score Breakdown
Ease of Use 6.8
Features 6.2
Support 6.5
Value 3.5
Integrations 6.5
AI Capabilities 3.0
Customer Reviews
Features
36 features confirmed across
14categories· Showing confirmed capabilities only
CRM & Sales5features
CRMCRMContract ManagementPM contracts managementAutomated Review RequestsEscalation ManagementMaintenance Agreement ManagerPreventative Maintenance ProcessingMarketing ToolsMulti-Location Support
Scheduling & Dispatch4features
Work OrdersTechAnywhere mobile field app for work order updates, time capture, materials, photos, and signaturesDispatchingDispatchingSchedulingScheduling And DispatchProject ManagementProject management
Customer Communication4features
Client PortalSelf-service portalsCall RoutingCall Escalation ManagerEmail IntegrationE-mail work order receipts and invoicesNotificationsAlerts and Notifications
Equipment & Asset Management4features
Equipment TrackingEquipment TrackingAsset ManagementAsset ManagementPredictive MaintenancePredictive MaintenanceRemote DiagnosticsReal-time remote video support
Accounting Integration3features
Job CostingJob costingAccounting IntegrationIntegrated accounting with general ledger, AP/AR, payroll, and billing for multi-company, multi-location contractorsBudgetingFinancial Management
Platform & Customization3features
Data ImportData Import/ExportDocument ManagementSearchable field knowledge baseThird-Party IntegrationThird-party Integration
Invoicing & Payments2features
Payment ProcessingPayment ProcessingInvoicingBilling & Invoicing
Inventory Management2features
Inventory ManagementUnified inventory management for warehouses and trucks tied to jobs and projectsPurchase OrdersInventory & Procurement
Reporting & Analytics2features
ReportingSingle ERP view for service calls, work orders, project costs, and cashflowAnalyticsDashboard
Technician Management2features
Subcontractor ManagementSubcontractor ManagementTime TrackingLabor hours calculation based on status changes
Compliance & Safety2features
Code Enforcement TrackingCompliance TrackingRefrigerant Recovery TrackingRefrigerant Tracking
Estimating & Quoting1feature
Mobile EstimatesCreate Quotes in the Field
Mobile & Field Tools1feature
Digital SignaturesDigital Signatures
AI & Automation1feature
Automation RulesAutomated work order content routing
Integrations 9 across 4 categories
Accounting 4
Jonas Construction Software Native
Jonas Premier Native
QuickBooks Desktop Native
QuickBooks Online Native
Productivity 3
Google Sheets CSV
Microsoft 365 Native
Microsoft Excel CSV
Field Service 1
Data-Basics Native
Data & Automation 1
Zapier Zapier
Pricing
- Model
- Quote Only
- Starting at
- $999/mo
- Notes
- Contact for pricing. Tiered by company size and modules. Part of Jonas Software portfolio.
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