Free vendor-neutral worksheet
Field-service software trial scorecard
Test the same real job in every platform. Score what actually works—not what looked impressive in a demo.
Disclosure: This scorecard is vendor-neutral. The comparison links elsewhere on this site may contain clearly marked affiliate links.
Scoring: enter 0 when the workflow fails, 1 when it needs a workaround or extra cost, and 2 when it works cleanly in the exact plan you would buy. Leave a box blank until you test it.
| Trial test | Jobber | Housecall Pro | |
|---|---|---|---|
| Lead, booking, and intakeCan a real customer request or book work without an office workaround? | |||
| Estimate and approvalCan you build, send, revise, and approve your normal estimate? | |||
| Scheduling and field handoffCan the office assign, reschedule, and pass complete job details to the field? | |||
| Job completionCan a technician finish notes, photos, time, materials, and required checklists? | |||
| Invoice and paymentCan you produce the right invoice, collect payment, and issue a clear receipt? | |||
| Accounting and reportingCan you move clean data into accounting and retrieve the reports you actually use? | |||
| Customer follow-upCan you handle reminders, review requests, and future work at the right plan level? | |||
| Data portabilityCan you export useful customer, job, invoice, and attachment data? | |||
| Total out of 16 | 0 | 0 | 0 |
A higher score is useful only if the same real job, team roles, and plan limits were tested. This scorecard records your trial evidence; it is not a Home Service Operator Guide product rating.