Best Service Agreements & Memberships Software for Field Service Teams (2026)

Quick Answer

By use case:

• Housecall Pro – Best for small residential teams requiring memberships and recurring card payments.
• ServiceTitan – Best for large contractors looking to provide complex membership pricing, discounts and renewals.
• ServiceTrade – Best for commercial maintenance contractors looking to manage service contracts.
• Workiz – Best for teams looking to provide service plans (available on the Ultimate tier).

How We Evaluated

We use every tool as a service, not as a vendor demo. This means paying for the trial or lowest‑paid plan ourselves and performing an end‑to‑end field‑service job flow in each tool. The evaluation criteria are based on daily operations, and each review contains a “don’t buy” summary to avoid wastes of time and money.

Eight operational criteria are applied to every field-service software

We operate every tool as a real business would, meaning we sign up as an actual company and pay for the trial or low-end plan. We do not use vendor-added demos, preloaded data, or any other shortcuts.

• We create a trial account in the tool with our company data
• We purchase the trial or cheapest plan as real customers would
• We perform a sample complete-field-service-job workflow in each tool, in this order:
• Create a field-service job (customer, service, and cost data)
• Dispatch a technician (assignment and notification)
• Do the job (inspect, take photos, notes, and sign in the app)
• Invoice the job (generate and send an invoice)
• Receive payment (card on file, link, or in-app payment)
• Every evaluation ends with a “don’t buy” summary.

What We checked:

• Official product documentation and pricing pages.
• Agreement and membership creation.
• Agreement-linked maintenance scheduling.
• Recurring billing, payment collection, and renewals.
• Agreement reporting and status tracking.
• Published pricing, user limits, add-on fees, and plan restrictions.

Why Service Agreement & Membership Software Matters

A service agreement can help you build a long term relationship with your customer. The software will ensure the relationship doesn’t break down in the background.

When agreements are set up correctly they will help you with:

• Recurring income.
• Scheduled maintenance.
• Keeping track of renewals.
• Customer retention.

A plan isn’t the same as a recurring task. A recurring task is simply repeating a task at a scheduled time. A plan has additional information including terms, cost, benefits, status and renewal date.

A common issue I see is customers setting up a plan and tracking them in a spreadsheet. This can lead to missed renewals and visits. The customer will notice this before the owner.

In one HVAC survey homeowners and contractors said:

The 7 Best Service Agreements & Memberships Software

ServiceTitan

Best For

Larger contractors looking for advanced membership features.

Why We Chose It

You can find ServiceTitan’s documentation on the differences between residential membership and commercial service agreements.

Membership & Agreement

Membership types are used to determine how long the customer will be on a service, cost, recurring services and payment.

• Residential membership lengths are typically between $100 to $400 (ServiceTitan docs).
• Commercial agreement lengths are typically between $1,000 to $100K (ServiceTitan docs).

Agreements can include an account manager, maximum limit and SLA’s whereas memberships cannot include multiple locations.

Recurring Services / Scheduling

• Recurring service types can be created as events within the follow up screen. These can be scheduled by your team as jobs.
• Techs can sell memberships via the mobile app but agreements can only be sold from the office.

Billing / Discounts / Renewal

• Upfront, monthly, bi monthly, quarterly, bi annual or yearly billing.
• Membership discounts can be put within the membership type or pricebook under ‘Member Price’.
• Auto-renewal can be set up for service agreements. Please confirm that auto-renewal is available for your membership type.
• Fixed memberships will have renewal tasks whereas ongoing membership have no expiry date.
• You can set up guided deferred revenue.

Pricing

Pricing is based on a per tech basis. Please request a quote.

Customisable Memberships are listed on the pricing page. The Works package is available.

Please confirm which features are available for lower membership packages.

Third-party pricing estimates were not used as they do not match.

Pros

• Lots of documentation available for both residential and commercial.
• Membership dashboard and reports can be used to grow your membership base.
• Equipment can be added to membership (ServiceTitan docs).

Cons

• No public pricing.
• More options to set up. You have to decide whether to use membership or agreements. Deferred revenue can be set up.
• Please confirm the scope of your membership packages.

Best For

Multiple truck shops with multiple membership tiers or a mix of residential and commercial.

Not Best For

Solo or very small teams looking for public pricing and an easy setup.

Housecall Pro

Best For

Small residential HVAC, Plumbing & Electrical teams.

Why We Chose It

• Public pricing.
• Service Plans are built into one clear package.

Service Plans / Membership

Services, pricing, frequency and customer benefits can be added. Housecall Pro mention using their service agreement software to create and manage agreements. Please confirm if AI agreement creation is available.

Customers can view, renew and upgrade their agreements online.

Recurring Jobs

• Recurring jobs can be created from the chosen plan. Jobs can be assigned to a tech, location or availability.
• Customers can pay monthly, quarterly or yearly.
• Payments can be made via the app or online. Card fees start from 2.59%. Bank payments incur a 1% fee.

Renewals

Renewals and upgrades can be done online. However, I couldn’t confirm if there is full auto-renewal. Please ask for a demo of this.

Pricing

• Basic: $59 a month billed annually ($79/month. 1 user.
• Essentials: $149 a month billed annually ($189/month. 5 users.
• MAX: $299 a month billed annually ($329/month. 8 users. Additional users are $35/month.

Recurring Service Plans are listed under MAX.

No add-ons shown on this page for lower tiers.

Pros

• Clear public pricing.
• No long term contract (Pricing page FAQ).
• QuickBooks Online integration. Please confirm exact process for service plan billing.

Cons

• Service Plans are only available on the top tier.
• Not as in-depth for commercial contracts or multi-location agreements.

Best For

Small residential teams offering simple tune-up memberships.

Not Best For

Commercial contractors looking to offer equipment heavy, multi-location contracts.

FieldEdge

Best For

HVAC contractors looking to use service agreement functionality.

Why We Chose It

• Service agreements are listed as a key feature.
• They have a specific service agreement programme for HVAC.

Service Agreements

• Basic agreements are listed on the pricing page under Select.
• Advanced agreements are listed on the Premier and Elite packages. I couldn’t find a public page outlining the differences.

Jobs Created from Agreements / Recurring Maintenance

Not fully confirmed from public pages. Third-party reviews mention auto visit creation.

Billing / Renewals

Not fully confirmed from public pages. FieldEdge state their software can help manage, track and renew your agreements. Please ask for a live demo of renewal.

Pricing

Three packages available. Select, Premier & Elite. Pricing is on request.

Pricing will depend on how many technicians you have and any add-ons. No free trial was confirmed.

Pros

• HVAC focused.
• Agreements available per package.
• Onboarding specialist available on all packages.

Cons

• No public pricing.
• Basic to Advanced feature gap not public.
• The pricing page I could access was a test page with an older promo. This can be used as a hint.

Best For

HVAC shops who can watch a demo and ask for written details on agreements.

Not Best For

Buyers looking for public pricing.

Please ensure you get written details on the differences between basic and advanced agreements.

Workiz

Best For

Small field service teams wanting to use agreement functionality within their field service software.

Why We Chose It

Service plans are well documented within the help centre. Including enrolment, billing and failed cards.

Service Plans

Workiz’ help centre state Service Plans are an add-on enabled from the Feature Centre. Service Plans are currently only listed under the Ultimate plan on Workiz’ pricing page. This means it isn’t a separate item in the marketplace with a price. Please confirm this in writing.

Plan Templates / Enrolment

Templates can be used to set how long the plan is, how many visits and how to bill. Clients can be enrolled from a template or mobile app. Plan status can be Pending Approval, Active, Declined, Soon Expire and Expired. Documents can be attached, tax rates set and auto-renewals chosen.

Recurring Visits / Payment

Visits can be created as placeholders. These need to be converted to jobs and assigned to a tech. Workiz will add a default reminder 14 days before the visit. Cards on file can be auto billed using Workiz Pay. This can be set up. If the card fails Workiz will email you and the client. The client will be sent a link to add a new card via the portal.

Pricing / Eligible Plans

Standard, Pro and Ultimate all have a ‘Request Pricing’ option. No pricing is shown. Ultimate also has sales proposals, inventory, equipment tracking and open API. If you cancel or downgrade to Lite active service plans will be cancelled. (Help article).

Pros

• Well documented help centre.
• Failed payments are outlined.
• Enrolment can be done via mobile.

Cons

• No public pricing.
• Plans need to be converted to jobs before assigning a tech.
• Top tier may increase your costs.

Best For

Small teams on the Ultimate tier who already like using Workiz on mobile and scheduling.

Not Best For

Teams looking for public pricing or in-depth reporting per plan.

Workit has also ranked for the best mobile app software for field services teams.

ServiceTrade

Best For

Commercial maintenance and service contractors.

Why We Chose It

Designed for Commercial Mechanical, Fire Protection and similar contractors. Contract pricing and agreement proposals are part of the product.

Commercial Service Contracts & Proposals

Estimates, proposals and sales CRM can be done using SalesManager. ServiceTrade state they have labour and parts pricing engine for proposing maintenance agreements.

Recurring Contract Pricing / Proposals

Recurring contract pricing and proposal management can be found under the Commercial and Mechanical Enterprise suite. Recurring contract invoicing can be found under the Fire Protection Enterprise suite. Pre-billing recurring services can be found on their blog.

Equipment / Asset Management & Multi-location

Equipment history and deficiencies can be tracked under Select. Multi-brand and multi-region can be done under Enterprise. These were confirmed at a feature level and not live.

Reporting / Eligible Plans

Three suites available. Select, Premium & Enterprise. Premium has in app business insights and a customer service portal.

Pricing

Pricing is on request. Mainly based on how many technicians you have and which suite you choose. Select has unlimited office users.

Pros

• Designed for commercial service.
• Inspections and deficiencies can be linked to sales for repairs.
• Integrations with QuickBooks, Sage Intacct and more.

Cons

• Pricing is on request.
• Recurring contracts are only available on the Enterprise suite.
• Overkill for simple residential tune-up clubs.

Best For

Commercial HVAC, Mechanical and Fire Protection contractors with contracts, assets and multiple locations.

Not Best For

Residential shops offering $200 plans.

Interesting to Note

ServiceTitan also have documentation on commercial service agreements. If you are looking at commercial platforms add this to your shortlist.

GorillaDesk

Best For

Route based service businesses. i.e Pest Control & Lawn Care.

Why We Chose It

• Pricing is based on routes rather than users.
• Subscription billing is documented.

Route Based Scheduling / Recurring Services

A route is a tech’s schedule. If a crew travel together they will have one route. Unlimited admin and crew users on all plans.

Automations / Recurring

• Basic has advanced invoicing frequencies and triggered automations.
• Pro has Stripe and Square subscriptions for auto billing. A customer will need to have a card on file to start a subscription. (GorillaDesk Help Centre).

Pricing

• Basic: $49/month. 1 route.
• Pro: $99/month. 1 route.
• Growth: $149/month. 1 route.

Additional routes will incur additional costs. See cost section for calculations.

Specific Agreements / Memberships?

I couldn’t find any official documentation on specific agreements/membership. Recurring scheduling, invoicing and subscription billing is available.

Pros

• Pricing per route.
• No setup fees or contracts (Pricing page). Free data transfer.

Cons

• Subscription billing is only available on Pro.
• No documentation on agreement terms, benefits or renewal status.
• Contacts, addresses, notes and opening balance can be imported. Full service history isn’t available.

Best For

Pest Control, Lawn & Pool businesses who mainly need recurring routes and auto billing.

Not Best For

HVAC or commercial contractors looking for contract terms, equipment tracking and renewal processes.

Please note: GorillaDesk isn’t a specific membership solution. Please ask to see agreement terms and renewals in a demo.

Service Fusion

Best For

Contractors looking for unlimited users.

Why We Chose It

• All plans have unlimited users.
• Public pricing.

Confirmed Field Service Features

Customer Management, Estimates & Jobs, Scheduling & Dispatch, Invoicing, QuickBooks Integration & Reporting on all plans.

Service Agreement / Membership

Service Fusion state service agreements are in closed beta and only available to a select few customers. (Help Article 25th August 2026). Agreement details, pricing, payment frequency, equipment and notes can be added. Customers can be sent agreements to review. However this feature isn’t generally available for all accounts. It is planned to be generally available in a future release. Early access is currently closed. I couldn’t confirm if this module is generally available or has public pricing.

Pricing

• Starter: $208 a month billed annually, or $245/month.
• Plus: $325 a month billed annually, or $382/month.
• Pro: $533 a month billed annually, or $627/month.

All plans have unlimited users. 15% discount if paying annually.

Agreement Restrictions

Progress billing and recurring invoicing are available on Pro. This is an add-on for Starter and Plus. No pricing shown. Recurring invoicing doesn’t confirm native service agreements are generally available.

Pros

• Predictable costs as your headcount increases. Monthly contract with 15% discount if paying annually.

Cons

• Native service agreement functionality is in closed beta.
• Recurring invoicing isn’t full membership management.
• No confirmed public pricing for service agreement module.

Best For

Larger teams where per user pricing is an issue. Recurring invoicing may be sufficient.

Not Best For

Anyone looking for generally available agreement terms, benefits and renewals in one place.

Please note: Service Fusion isn’t confirmed as having generally available native membership management. Please ask Service Fusion to confirm in writing.

Comparison Table: Best Service Agreements & Memberships Software

Software	Best for	Agreement or membership features	Recurring visits	Billing and renewals	Starting price	Main limitation
ServiceTitan	Larger residential and commercial contractors	Membership types and commercial service agreements	Recurring service events booked into jobs	Several billing frequencies; renewal tasks; automatic renewal options documented	Custom quote	Quote only; confirm membership scope by package
Housecall Pro	Small residential teams	Service Plans with perks and pricing	Jobs generated from service plans	Monthly, quarterly, or annual payment options; renewal and upgrade workflows	$59/mo billed annually (Basic); Service Plans listed under MAX at $299/mo billed annually	Plan tier restriction
FieldEdge	HVAC contractors	Basic agreements on Select; Advanced agreements on Premier and Elite, according to its pricing comparison	Not verified in detail	Not verified in detail	Custom quote	Tier differences not fully documented publicly
Workiz	Small teams on the top tier	Service plan templates, enrollment, and status tracking	Visits begin as placeholders and must be converted into jobs	Automatic card charges through Workiz Pay; renewal options documented by vendor	Custom quote	Service plans listed under Ultimate
ServiceTrade	Commercial contractors	Proposals and contract pricing	Recurring service workflows; equipment history	Recurring contract pricing and invoicing in applicable suites	Custom quote	Quote only; feature availability varies by suite
GorillaDesk	Pest control, lawn care, pool	Dedicated agreement or membership module not verified	Recurring routes and scheduled services	Stripe and Square subscription billing on Pro	$49/mo for one route	No documented dedicated agreement module
Service Fusion	Unlimited-user teams	Native agreement module not confirmed as released	Not verified here	Recurring invoicing in Pro; add-on on lower plans, according to earlier published plan details	Contact vendor for current pricing	Native agreement functionality and current pricing need confirmation

Best Software by Trade and Business Type

1. Home HVAC – Housecall Pro for smaller membership programs. ServiceTitan for more complex membership workflows.
2. Plumbing and Electrical – Housecall Pro (ensure that your plan includes Service Plans).
3. Commercial HVAC and Mechanical – ServiceTrade. ServiceTitan also offers commercial service agreements.
4. Fire Protection and Inspection – ServiceTrade (ensure you have the correct contract and asset workflows).
5. Pest Control, Landscaping and Pools – GorillaDesk (route based). Agreement functionality to be confirmed.
6. Contractors requiring unlimited users – Service Fusion (once agreement functionality has been confirmed).
7. HVAC businesses looking at FieldEdge – Consider the basic and advanced agreement features. Refer to our HVAC software guide.

FAQs