Plumbing · Service Agreement
Best Plumbing Service Agreement Software
Data last checked Jun 13, 2026
For a plumbing business, a one-off drain clearing or water-heater swap is a single ticket, but a recurring maintenance plan turns that same customer into predictable monthly or annual revenue. Service agreement and membership software is what lets you sell, bill, and renew those plans at scale: automatic recurring charges for drain maintenance and water-heater flushes, member-priority scheduling, and reminders that bring people back before a slow leak becomes an emergency call. The right tool reduces churn, smooths out your slow seasons, and keeps the lifetime value of every customer climbing instead of resetting after each job.
We compared five field-service platforms built for the trades on the capabilities that matter for plans and memberships, and on whether they sync to the tools you already run your books and payments through. The table above shows each tool's support for service agreements, invoicing, and customer SMS, plus its QuickBooks and Stripe integrations side by side. Tools are ranked by how well they fit plumbing work first, then by starting price, with custom-quote products ordered last only where no public price is listed. Every pricing and integration detail comes from our database.
Quick take
Editor’s pick
[VERDICTO PENDIENTE] — your recommended tool for this category.
Free plan
Workiz
No-cost tier available
Lowest paid plan
Jobber
From $39
Highest Plumbing fit
FieldEdge · ServiceTitan
5/5 trade fit
At a glance
Side-by-side comparison
Ranked by Plumbing fit, then starting price. Scroll the table to see every column.
Swipe the table sideways to compare →
| Tool | Plumbing fit | Starting price | Free trial | Service agreements / memberships | Invoicing & payments | Customer SMS / comms | QuickBooks | Stripe | Rating | Visit website |
|---|---|---|---|---|---|---|---|---|---|---|
| #1FieldEdgeFieldEdge (Xplor) | 5/5 | Custom | No | Yes | Yes | Yes | Yes | Not listed | 4.0 | Visit |
| #2ServiceTitanServiceTitan | 5/5 | Custom | No | Yes | Yes | Yes | Yes | Not listed | 4.3 | Visit |
| #3WorkizWorkiz | 4/5 | Free plan | Yes | Limited | Yes | Yes | Yes | Yes | 4.0 | Visit |
| #4JobberJobber | 4/5 | From $39 | Yes | Limited | Yes | Yes | Yes | Yes | 4.2 | Visit |
| #5Housecall ProHousecall Pro | 4/5 | From $59 | Yes | Yes | Yes | Yes | Yes | Yes | 4.4 | Visit |
In depth
Every tool, reviewed
Pricing, capabilities, integrations and our verdict for each platform. Verdicts and ratings are written by our team and appear as they are completed.
FieldEdge
Our verdict
FieldEdge is a long-standing field-service platform built specifically for residential HVAC and plumbing contractors, with one of the deepest QuickBooks integrations in the category alongside solid dispatching, flat-rate pricebook and service-agreement tools. It's a capable, established system rather than a flashy one: pricing is custom-quoted, the interface feels more traditional than the newer SMB tools, and there's no native Stripe or Zapier connection. For an established service business that lives in QuickBooks and wants a proven platform with real pricebook and membership depth, it's a strong fit; shops that want modern self-serve onboarding or built-in card payments may prefer Housecall Pro or Workiz.
Best for: Established residential HVAC and plumbing service businesses that run on QuickBooks and want deep, mature dispatching.
Pricing
Custom quote- CustomQuote-based; ~$100-125/user/mo reported
Key service agreement capabilities
- Service agreements / membershipsYes
- Invoicing & paymentsYes
- Customer SMS / commsYes
Integrations
- QuickBooks
- QuickBooksYes
- StripeNot listed
Pros
- One of the deepest QuickBooks integrations in the category
- Purpose-built for residential HVAC and plumbing
- Solid flat-rate pricebook and service agreements
- Mature, established dispatching
Cons
- Custom pricing with no public plans
- Interface feels dated next to newer tools
- No native Stripe or Zapier integration
- Less self-serve onboarding
ServiceTitan
Our verdict
ServiceTitan is the most powerful platform in this comparison and the closest thing the trades have to an enterprise standard — deep flat-rate pricebook, robust dispatching, membership and service-agreement management, and reporting built for shops that run on their numbers. That power comes at a real cost: pricing is custom-quoted and sits well above the SMB tools here, onboarding is a project rather than an afternoon, and it connects to QuickBooks but not Stripe or Zapier. For a one-to-three-truck shop it's usually overkill; for a growing HVAC business that has outgrown lighter tools and wants one system to run everything, it's the benchmark.
Best for: Established HVAC and multi-trade contractors ready to invest in an all-in-one platform and a longer-term contract.
Pricing
Custom quote- CustomQuote-based; ~$245-398/tech/mo reported, ~$2-3k/mo min
Key service agreement capabilities
- Service agreements / membershipsYes
- Invoicing & paymentsYes
- Customer SMS / commsYes
Integrations
- QuickBooks
- QuickBooksYes
- StripeNot listed
Pros
- Deepest feature set: pricebook, dispatch, memberships and reporting
- Built to scale with larger and multi-trade operations
- Strong flat-rate pricebook and service-agreement management
- Native QuickBooks integration
Cons
- Highest, custom-only pricing in this group
- Steep onboarding and learning curve
- Long-term contracts are typical
- No native Stripe or Zapier integration
Workiz
Our verdict
Workiz stands out for communication-heavy field-service businesses: its scheduling, dispatch, customer SMS and built-in phone tools are a real strength, and it's the only platform here with a permanently free Lite plan (capped at 2 users and 20 jobs) plus native Stripe and Zapier. Where it's lighter is depth: flat-rate pricebook and service-agreement features are limited versus the HVAC-focused tools, so shops that price from a standardized book or sell membership plans should look closely. For a small shop that wants to start free, communicate well with customers and take payments on site, Workiz is a practical, budget-friendly choice.
Best for: Small field-service shops that want strong call and SMS handling, a free way to start, and on-site card payments.
Pricing
Free plan- Lite$0 per month (2 users, 20 jobs cap)
- Kickstart$225 per month
- Standard$229 per month
- Pro$270 per month
Key service agreement capabilities
- Service agreements / membershipsLimited
- Invoicing & paymentsYes
- Customer SMS / commsYes
Integrations
- QuickBooks
- Stripe
- Zapier
- QuickBooksYes
- StripeYes
Pros
- Permanently free Lite plan to start
- Strong call, SMS and dispatch tools
- Native QuickBooks, Stripe and Zapier
- Good value on paid tiers
Cons
- Limited flat-rate pricebook
- Limited service-agreement and membership features
- Less depth for larger or multi-trade operations
Jobber
Our verdict
Jobber is one of the most user-friendly field-service tools available, with clean scheduling, quoting and invoicing, a polished client experience, and native QuickBooks, Stripe and Zapier. It's built for breadth across home-service trades rather than HVAC depth: its flat-rate pricebook and service-agreement features are limited next to ServiceTitan, FieldEdge or Housecall Pro, so HVAC shops that rely on standardized book pricing or membership programs may outgrow it. For a small plumbing or general home-service business that wants to get organized and get paid fast without complexity, it's hard to beat on ease of use and value.
Best for: Small home-service and general-trade businesses that want the simplest, fastest path to scheduling, invoicing and getting paid.
Pricing
From $39- Core$39 per month (1 user)
- Connect$119 per month (up to 5 users)
- Grow$199 per month
- Plus$599 per month (up to 15 users)
Key service agreement capabilities
- Service agreements / membershipsLimited
- Invoicing & paymentsYes
- Customer SMS / commsYes
Integrations
- QuickBooks
- Stripe
- Zapier
- QuickBooksYes
- StripeYes
Pros
- Among the easiest tools to learn and use
- Clean quoting, invoicing and client experience
- Native QuickBooks, Stripe and Zapier
- Affordable entry price with a free trial
Cons
- Limited flat-rate pricebook
- Limited service-agreement and membership tools
- Less HVAC-specific depth than dedicated platforms
Housecall Pro
Our verdict
Housecall Pro hits a sweet spot for residential service businesses: it's genuinely easy to set up, has one of the best technician mobile apps in the category, and still carries the depth that matters — flat-rate pricebook, service agreements, customer SMS, plus native QuickBooks and Stripe so techs can invoice and take card payments on site. Pricing starts reasonably but climbs at the higher tiers, and the most advanced features sit on the pricier plans. For a one-to-many-truck HVAC or home-service shop that wants a polished all-in-one without an enterprise project, it's one of the safest picks here.
Best for: Small-to-midsize residential HVAC and home-service teams that want an easy all-in-one tool with card payments and strong mobile.
Pricing
From $59- Basic$59 per user / month
- Essentials$149 per user / month
- MAX$299 per user / month
Key service agreement capabilities
- Service agreements / membershipsYes
- Invoicing & paymentsYes
- Customer SMS / commsYes
Integrations
- QuickBooks
- Stripe
- Zapier
- QuickBooksYes
- StripeYes
Pros
- Very easy onboarding and a strong technician mobile app
- Flat-rate pricebook and service agreements included
- Native QuickBooks and Stripe for on-site card payments
- Built-in customer SMS and review tools
Cons
- Costs climb quickly at higher tiers
- Best features gated to pricier plans
- Per-user pricing adds up for larger crews
FAQ
Plumbing service agreement software — questions
Which of these tools handle plumbing maintenance plans and memberships best?
Among the five, ServiceTitan, FieldEdge, and Housecall Pro list full support for service agreements (maintenance plans and memberships), which is what you want for recurring drain maintenance or annual water-heater service plans. Jobber and Workiz show only limited service-agreement support, so if memberships are central to your business, weigh that carefully. Check the service agreements column in the table above to compare each tool directly.
Can I bill plumbing membership plans automatically through these platforms?
All five tools support native QuickBooks, so your recurring plan revenue and invoices can flow into your accounting without manual re-entry. For card-based recurring billing, Workiz, Jobber, and Housecall Pro also integrate natively with Stripe, while ServiceTitan and FieldEdge connect to QuickBooks only and not Stripe. See the QuickBooks and Stripe columns in the table to confirm which payment path fits how you collect membership dues.
How much does plumbing service agreement software cost?
Pricing varies widely. Jobber starts at $39/month, Housecall Pro at $59 per user/month, and Workiz at $225/month (Workiz also offers a free Lite plan limited to 2 users and a 20-job cap). ServiceTitan and FieldEdge are custom-quoted with no public price. Check each tool's pricing in the table above, since the plan tier you need for memberships and recurring billing may differ from the entry price.
Is there a free plan or free trial so I can test plan billing before committing?
Workiz offers both a free trial and a free Lite plan ($0 for up to 2 users with a 20-job cap), which is a low-risk way to try recurring workflows. Jobber and Housecall Pro offer free trials but no permanent free plan. ServiceTitan and FieldEdge offer neither a free trial nor a free plan and require a custom quote.
Do these tools send SMS reminders to keep plumbing members coming back?
Yes. All five tools support customer SMS, which you can use to confirm appointments and nudge members when their drain maintenance or water-heater service is due, helping reduce no-shows and lapsed plans. Combined with invoicing, which is also supported across all five, that keeps renewals on track without manual follow-up. See the Customer SMS column in the table to confirm support for each tool.