Start with the work you do most often.
- Plumbing, HVAC and electrical teams: compare pricebooks, service agreements, urgent dispatch and the handoff into accounting.
- Cleaning, lawn, pool and pest businesses: focus on recurring routes, property notes, automatic billing and customer follow-up.
- Commercial service contractors: look for equipment history, planned maintenance, purchasing and job margin across longer work.
Specialist choices can be a better fit than the broad leaders. GorillaDesk and FieldRoutes are built for recurring routes and pest-control operations. ServiceTrade and BuildOps add asset, inspection and project controls for commercial contractors.
Next, count the people and events that affect price. Some providers charge by user or technician, some by job or appointment volume, and others include unlimited users but gate inventory, reporting or integrations behind higher plans. Ask for the renewal price and include setup, data migration, phone, payments and marketing.
Finally, test one real job. Create an inquiry, quote the work, change the schedule, complete the job on a phone, send the invoice and collect payment. If that process is not clearly easier for the office and technician, the platform is unlikely to repay a difficult migration.