Management, consumer financing and automated messaging

Market Field Service Software ( is a mobile management solution suitable for HVAC and home service businesses with up to 20 employees. It provides basic functionality to help run a business from a desktop or on the go (phone/tablet).

Markate CRM helps capture customer information. Business owners or the office administrator can generate estimates, invoices (one-time, scheduled and recurring) and work orders. The field technician and/or team management can assign work orders, optimally route technicians, and use GPS tracking. Technicians can communicate with each other via the technical chat provided. The software also includes project checklists and on-the-job time tracking.

The solution helps business owners monitor business performance with intuitive customizable reports such as total sales, profit and loss, job forecast, overdue invoice age, expenses and performance of the company.

Users can take advantage of business productivity options such as email and text messaging, email personalization, online payments, postcard campaigns and promotional URLs to help keep business going ongoing and to attract new business.

Markate’s add-on options include Add employee, online booking by customers via company website, main contact form, branded customer portal, a virtual phone number, call forwarding, proposal kit customizable, request a review (by email or SMS), virtual video estimates and individual employee permissions to enable existing staff to undertake various business functions.

Markate payment opportunities include Square, PayPal, Stripe, WePay, and, with a free customer funding option through Wisetack. Other integrations include QuickBooks, QuickBooks Payroll, Google Contact, and Google Calendar.

Pricing: charges per month, with pay-as-you-go add-ons. Two week free trial.

Wisdom ( offers consumer financing by integrating with field service management platforms. It facilitates real-time consumer loans on the spot, including during sales and service calls. The solution offers short application and quick decisions 24/7.

How it works: a request (100% dematerialized) is completed by the customer. Approval takes less than a minute. Once approved, the client is offered up to six options, with terms ranging from 3 to 60 months. There are no origination fees, prepayment penalties, late fees or compound interest. When the client takes out a loan, Wisetack pays the service provider directly and the client pays Wisetack over time.

Another job management option for companies of a certain size, GeoNext ( is a cloud-based job management platform for small and medium-sized home trade and service businesses. Featuring GPS field worker tracking, it handles quotes and invoices (using a branded template with your company logo), job scheduling by employee location area visible on a map (allowing assignment of tasks to team members based on who is closest), team management, job tracking, including tracking invoices for materials and time for each work, invoicing and payments.

GeoNext can display, on a single screen, the jobs scheduled for each day of the week, by employee, with the total number of jobs scheduled for each for the week, each job list giving the estimated hours of work on site and a brief description of this work. The Job Card feature displays all job details on one screen, including job description and details, lead source, and current and past bookings.

Field workers can capture signatures on their device screen and can attach images, notes and barcodes and can convert a completed job into an invoice to send to the customer via email or SMS.

The software, which works offline with up-to-date synchronization of data when brought back online, integrates with accounting partners Xero, MYOB and QuickBooks.

Pricing: monthly, per user, 14 day free trial.

hatch ( is a messaging platform that automates communication between home improvement and service companies and their prospects via text, email and voicemail.

The solution, which aims to increase conversion rates with initial instant engagement followed by the prospect’s choice of how to communicate, uses instant response as an effective way to help ensure a business doesn’t miss an opportunity to engage. a prospect, thereby increasing conversion. lead rate to customers. Hatch’s basic premise is that while the vast majority of consumers (around 97%) ignore calls from unknown phone numbers, most (around 95%) text messages are read within three minutes.

How it works: Hatch uses text to initially contact a prospect within minutes of receiving them, then follows them up with text, email, and a pre-recorded voicemail message, allowing customers to respond and engage with your business the way they want. which they prefer. The solution provides customizable text and email templates for your staff to use to generate the best response. Upon response, each prospect is enrolled in an automated follow-up campaign, using the prospect’s preferred channel.

Report capacity: Hatch keeps track of the conversations generated, including data such as how many contacts respond, how long it takes to respond to each lead, and which campaigns are performing the best.

Hatch also integrates with various lead generation, business productivity, and project management platforms for home improvement contractors.

Patti Feldman writes articles and web content for trade magazines and building product manufacturers. She can be reached at [email protected]

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