Service Storm
Service Storm is a field service platform for managing work from lead and quote through scheduling, dispatch, invoicing, and reviews.
What Service Storm is
Service Storm is a field service platform for managing work from lead and quote through scheduling, dispatch, invoicing, and reviews. Its customizable price book supports multi-option good, better, best quotes for services and materials. Teams can schedule and dispatch with drag-and-drop tools, track technicians by GPS in real time, manage customer records and a portal, and handle invoices, payments, and deposits. The iOS and Android app supports schedules, jobs, invoices, and customer communication. Otto, the platform’s AI agent, can create customers and jobs, build and revise quotes, schedule visits, reprice quotes or invoices, and answer questions about business records. A hosted MCP server connects the service with Claude and ChatGPT, with consent levels for reading, drafts, or full access; requests are checked against current user permissions. Connected assistants cannot message customers, collect payments, or accept quotes for a user.
Good
- Supports multi-option quotes with a customizable price book.
- Real-time GPS technician tracking is included.
- Mobile apps support jobs and customer communication.
- MCP access has configurable consent levels and permission checks.
Watch out
- No free plan is listed.
- Otto credits are limited by plan; extra credits cost more.
Who it suits
Service Storm is aimed at trades and local service businesses such as electrical, plumbing, HVAC, construction, lawn care, cleaning, pest control, and handyman services. It may suit teams wanting scheduling, dispatch, quoting, billing, and customer communication in one system.
Verdict
Service Storm combines field operations, customer management, quoting, and billing, with Otto and assistant integrations as additional workflow options. Consider the per-month plan costs, included AI credit allowances, and optional onboarding expense.
Plans and prices
From Service Storm's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo | $79 a month | 1 user · $5/mo Otto AI credits (about 60 tasks) · unlimited customers, jobs, quotes, and invoices · monthly, cancel any time |
| Crew | $295 a month | Up to 5 users · additional users $69/mo each · $25/mo Otto AI credits (about 300 tasks) · unlimited customers, jobs, quotes, and invoices · monthly, cancel any time |
| Business | $795 a month | Up to 15 users · additional users $59/mo each · $75/mo Otto AI credits (about 900 tasks) · unlimited customers, jobs, quotes, and invoices · monthly, cancel any time |
The facts
Each one read from Service Storm's own pages, with the date it was checked.
What it does
- Access controls
- MCP connections offer read, drafts, and full-access consent levels, and each request is checked against the user's current permissions.checked 30 Sep 2026
- AI agent
- Otto can build quotes, create customers and jobs, schedule visits, edit and reprice quotes or invoices, and answer questions about business records.checked 30 Sep 2026
- AI credit limits
- Each plan includes Otto credits at $5 per seat, roughly 60 tasks per seat; optional in-app top-ups are $10, $25, or $50 and credits do not expire.checked 30 Sep 2026
- Audit and limits
- MCP tool calls are audited by user, company, tool, and outcome, while record contents and arguments are not stored; connected assistants cannot message customers, collect payments, or accept quotes on a user's behalf.checked 30 Sep 2026
- Integrations
- A hosted MCP server connects Service Storm with Claude and ChatGPT using OAuth 2.1 with PKCE and dynamic client registration.checked 30 Sep 2026
- Mobile
- The field-first mobile app is available for iOS and Android and supports managing schedules, jobs, invoices, and customer communication.checked 30 Sep 2026
- Operations
- Features include drag-and-drop scheduling and dispatch, real-time GPS technician tracking, customer CRM and portal, invoicing, payments, and deposits.checked 30 Sep 2026
- Product
- Service Storm is an all-in-one field service platform for managing work from lead and quote through scheduling, dispatch, invoicing, and reviews.checked 30 Sep 2026
- Quoting
- The platform supports multi-option “good, better, best” quotes using a customizable service and materials price book.checked 30 Sep 2026
- Support
- On-site onboarding is optional and starts at $9,000; the pricing page says most teams set themselves up in an afternoon.checked 30 Sep 2026
- Target users
- The product is built for trades and local service businesses, with listed industries including electrical, plumbing, HVAC, construction, lawn care, cleaning, pest control, and handyman services.checked 30 Sep 2026
The full review of Service Storm
Overview
Service Storm is field-service software for trades and local service businesses, connecting estimates, scheduling, dispatch, customer records, and billing. It suits businesses that want those workflows in one platform, with mobile job management and AI assistance as useful extras.
Its broad operational toolkit is a strong fit for coordinating field work and office records. The trade-off is a substantial step up in monthly cost as teams grow, plus limited included Otto credits per seat.
Key features
Quoting and customer records
Estimate building, a customizable service-and-materials price book, and “good, better, best” quote options let businesses present customers with choices grounded in their own pricing. Contract management, recurring inspections, and an equipment catalog extend the platform beyond one-off jobs, making it relevant to businesses managing ongoing service work as well as new requests.
Scheduling and field operations
Drag-and-drop scheduling and dispatch, with real-time GPS technician tracking, bring visit coordination and technician location into the same workflow. CRM and a customer portal connect those operations with customer records. Invoicing, payments, and deposits cover the billing side, while the Android and iOS app lets field staff manage schedules, jobs, invoices, and customer communication. This breadth is useful for teams looking to join office coordination to mobile work rather than rely on separate tools.
Otto and assistant connections
Otto can build quotes, create customers and jobs, schedule visits, edit or reprice quotes and invoices, and answer questions about business records. Each plan includes a seat-based Otto credit allowance, but frequent use may require paid top-ups. A hosted MCP server connects to Claude and ChatGPT using OAuth 2.1 with PKCE and dynamic client registration. Connections can be granted read, drafts, or full-access consent, and each request is checked against the user's current permissions. Tool calls are audited by user, company, tool, and outcome, without storing record contents or arguments. Connected assistants cannot message customers, collect payments, or accept quotes on a user's behalf.
Pricing
There is no free plan; paid plans include a 14-day trial. All three published plans are billed monthly and can be cancelled any time. Each includes unlimited customers, jobs, quotes, and invoices, so the main differences are user capacity and Otto credits.
| Plan | Price and users | Otto credits | Best fit |
|---|---|---|---|
| Solo | $79 a month; 1 user | $5 per month, about 60 tasks | A single operator who needs the core workflow without paying for team seats. |
| Crew | $295 a month; up to 5 users, additional users $69 per month each | $25 per month, about 300 tasks | A small crew sharing customer and job records; the higher base price buys four more included users than Solo. |
| Business | $795 a month; up to 15 users, additional users $59 per month each | $75 per month, about 900 tasks | A larger team needing room for up to 15 users and a larger included credit pool. |
Otto credits are included at $5 per seat, roughly 60 tasks per seat. Optional in-app top-ups cost $10, $25, or $50, and credits do not expire. The allowance makes experimentation possible, but teams relying heavily on AI should account for top-ups. Optional on-site onboarding starts at $9,000, a significant extra cost; most teams set themselves up in an afternoon, so that service is not an obvious fit for every buyer.
Platforms
Service Storm supports Android, iOS, web, and API access. The mobile apps are aimed at field work, while the web platform supports the broader service operation.
Who it's for
Service Storm is built for trades and local service businesses, including electrical, plumbing, HVAC, construction, lawn care, cleaning, pest control, and handyman services. It is strongest for businesses that need quoting, dispatch, customer management, and billing together. A solo operator can start on Solo; growing teams should weigh the higher Crew and Business fees against their need for shared access. Businesses that do not need this broad set of workflows, or that want to avoid seat-based monthly costs, should compare alternatives.
Pros and cons
- Pros: Broad coverage from estimates and scheduling through dispatch, invoicing, payments, and deposits reduces the need to coordinate those workflows across separate systems.
- Pros: Multi-option quotes and a customizable price book support businesses that want to present service and materials choices using their own pricing.
- Pros: Assistant permissions, request-level checks, and tool-call auditing give businesses controls over how connected assistants interact with records.
- Cons: Crew starts at $295 a month and Business at $795 a month, a considerable increase from Solo for teams that need more users.
- Cons: Included Otto credits are limited by seat, so regular AI use can mean buying top-ups.
- Cons: On-site onboarding starting at $9,000 is a costly option alongside the monthly subscription.
Alternatives
- Ascora is worth comparing for trade startups or teams of up to 30 technicians: its Essentials plan is $45 per user per month, and Elite is $59 per user per month. It also has a free trial and Android, iOS, and web support.
- Optsy uses custom pricing tailored to company size, users, and requirements, with a personalized demo for a quote. Choose it if you want pricing shaped around a specific company setup rather than a published per-plan price; it supports Android, iOS, web, API, and self-hosted platforms.
- AlarmOps is an alternative with a Starter plan at £59 a month for up to 3 engineers, with no job limits, BAFE compliance, digital forms, mobile apps, email support, and live chat. It has a free trial and Android, iOS, and web support.
- simPRO is another paid alternative; its Base Plan includes 3 Data Feeds, with add-ons including GPS fleet tracking, Takeoffs, Maintenance Planner, SMS, and VoIP.
- ServiceTrade offers a Select plan with unlimited office users, Android and iOS technician apps, a dispatch board and map scheduler, service and job tracking, equipment history, and online quotes.
- Uptick is a paid alternative with monthly invoicing, cancellation at any time, and per-user pricing based on office and field colleagues; it supports Android, iOS, Linux, macOS, web, and Windows.
- Ember Software is a paid alternative with Android, iOS, and web support; pricing is set in an applicable Subscription Order.
- Smart Service offers Standard and Enterprise subscriptions for its Cloud or Desktop offering, with an annual subscription option.
- For category-wide comparisons, browse Security System Installer Software.
Verdict
Service Storm is a strong choice for trade and local service businesses that want estimates, customer management, field scheduling, dispatch, and billing in one platform, with mobile apps and controlled assistant integrations on top. Its breadth is the main reason to choose it; the monthly cost of adding users and the limited included Otto credits are the main reasons to look elsewhere.
