Three plans. No add-on traps.
Scheduling, invoicing and card payments are in every plan — they're the job, not an upsell. The plans differ on how much of the back office you want OrbitOps to run.
Signature
3 tech seats — plus you
Add seats at $20/month, up to 7 total
The full day-to-day: schedule the work, run the route, quote it, bill it, get paid.
Get startedExecutiveWhat we'd run
8 tech seats — plus you
Add seats at $20/month, up to 14 total
Adds the money side: inventory that bills itself, drive-time routing, QuickBooks Online, options and proposals, texting, and the follow-ups that keep customers.
Start with ExecutivePremier
15 tech seats — plus you
Add seats at $20/month, no cap
Adds the reporting layer: job profit, timesheets, cost-to-serve, service agreements and the money-recovery reports.
Get startedPrices are per month. Pay annually and two months are free.
You don't take a seat
A seat is a technician's login. Yours isn't one. Three seats means three techs out working, plus you running the business — so you are never paying for the privilege of using your own software.
Office Manager and Sales logins are included on every plan and use no technician seat.
Seats follow the people, not the payroll
A seat is only used by an active tech login. Crew you carry on the roster without a login — the two helpers on a three-person crew, seasonal help, a subcontractor you schedule but don't hand the app to — don't occupy one. Assign the day to the crew and the foreman's login is the only one it costs you.
Need one more in March?
Add a seat for $20 a month and drop it when the season ends. Signature goes up to 7 seats and Executive up to 14; Premier has no cap.
Adding seats will never cost you more than moving up a tier. If your team grows past the point where the next plan is the better deal, the next plan is the better deal — we'd rather tell you that than sell you eleven add-on seats. Growing out of a plan should feel like an upgrade, not a penalty.
Every plan, line by line
| Feature | Signature | Executive | Premier |
|---|---|---|---|
| Running the work | |||
| Scheduling & recurring visits | ✓ | ✓ | ✓ |
| Customer & property records | ✓ | ✓ | ✓ |
| Tech app — day list, checklists, job notes — OrbitOps Field on iOS and Android | ✓ | ✓ | ✓ |
| Visit photosTechs photograph the work; the shots stay on the visit record | ✓ | ✓ | ✓ |
| Tech seats includedYour own login is not a seat | 3 | 8 | 15 |
| Additional seats$20 per seat, per month | up to 7 | up to 14 | no cap |
| Address validation | ✓ | ✓ | ✓ |
| Build by location — cluster a day's stops geographically | ✓ | ✓ | ✓ |
| Crew assignmentsPut the day against a crew, or add helpers to any single-day job; the visit records who ran it and how long it took | ✓ | ✓ | ✓ |
| Route optimization & day map | — | ✓ | ✓ |
| Billing & getting paid | |||
| Per-visit invoicing · monthly invoicing on route tradesEvery trade bills each job as it closes. The route trades — pools, landscaping, pest control, irrigation, window cleaning and pressure washing — can also compile a customer's month into one invoice | ✓ | ✓ | ✓ |
| Statements | ✓ | ✓ | ✓ |
| Card payments — Stripe pay links into your own account | ✓ | ✓ | ✓ |
| Record cash, check and Zelle payments | ✓ | ✓ | ✓ |
| Estimates & job executionQuote, approve, and run the approved job with its parts list | ✓ | ✓ | ✓ |
| Estimate photos, scope, copying, options & proposalsPhotograph what you are quoting, write the ordered scope the tech runs as a checklist, start a quote from a previous one; Good/Better/Best with add-ons, sent as a proposal the customer accepts online — how it works | — | ✓ | ✓ |
| QuickBooks Online integrationOperator-triggered monthly summary journal entries | — | ✓ | ✓ |
| Materials & stock | |||
| Inventory trackingTruck and shelf stock, par levels, draw-down as techs log use; packing slips read against the PO and supplier statements reconciled line by line, with the office confirming each match | — | ✓ | ✓ |
| Purchase orders & suppliers | — | ✓ | ✓ |
| Keeping the customers you already have | |||
| Service reports — what we did todayEmailed to the customer from the visit record; send them yourself or set an hour and let the day's reports go out | ✓ | ✓ | ✓ |
| Follow-up queuesSeven lists of customers waiting on something: flagged repairs, quotes gone quiet, agreements ending, and more. Marketing also carries spend and attribution by channel, and online booking — a request form for your own site, with arrival windows in the appointment trades | — | ✓ | ✓ |
| Ready-to-post local updatesWritten from jobs you have finished, ready to copy to Google Business Profile, Facebook, Instagram or Patch; attribution shows which channels brought customers in | — | ✓ | ✓ |
| Review requestsYour review link added to the service report, on a cadence you set, never to a customer who owes you or is mid-quote | — | ✓ | ✓ |
| AI writing assistTurns a tech's shorthand note into a sentence the customer can read; you accept it or throw it away | — | ✓ | ✓ |
| Text messagingYour own number for customers who have given consent. Each company registers its own number with the carriers — talk to us and we submit yours | — | ✓ | ✓ |
| Text-to-bookAppointment-based trades, with your own verified number: a customer’s text lands on the dispatch board and a person books it | — | ✓ | ✓ |
| Knowing where the money went | |||
| Analytics & timesheetsMoney, Team and Customers views — labor cost, cost-to-serve per account, and the timesheet | — | — | ✓ |
| Money-recovery reportsUnsold estimates, losing accounts, unbilled materials | — | — | ✓ |
| Job profit & profit goalWhat each job and the month made, against a monthly goal and its pace | — | — | ✓ |
| Service agreementsSell a plan per term; track included, used and remaining | — | — | ✓ |
| Built for your trade — see the note below | |||
| Water chemistry & health report Pool service | ✓ | ✓ | ✓ |
| Application tracking Pest control, landscaping | ✓ | ✓ | ✓ |
| Appointment confirmation & appointment mode Appointment-based trades | ✓ | ✓ | ✓ |
| Serviceable units & per-unit service history HVAC, marine services | — | ✓ | ✓ |
| Flat-rate price book HVAC, plumbing, electrical, appliance repair, garage doors, marine services | — | ✓ | ✓ |
| HVAC efficiency rebates HVAC | — | ✓ | ✓ |
About the trade-specific tools
OrbitOps Pro is configured for your trade when you sign up, and a few tools only appear where they belong. The plan sets what you can reach; your trade sets what's on the menu.
- Water chemistry & health report — pool service.
- Application tracking — pest control and landscaping, where the applied-product record is a compliance document.
- Serviceable units & per-unit service history — HVAC and marine services, where work is billed against a specific unit or vessel.
- Appointment confirmation and appointment mode — the trades that run discrete appointments rather than recurring routes. Those trades get the dispatch board on every plan, and text-to-book on Executive.
- Flat-rate price book — HVAC, plumbing, electrical, appliance repair, garage doors and marine services, where a service is sold at a set price with the parts it includes.
- Efficiency rebates — HVAC.
Pricing questions, answered
What is included in every plan?
Scheduling and recurring visits, customer and property records, per-visit invoicing (and monthly invoicing on the route trades), Review & bill — approving the work your techs recorded and sending the invoice — statements, card payments through Stripe pay links, recording of cash, check and Zelle payments, the tech app your crew runs the day on, photos of the work on the visit, estimates — quote it, send it for approval, and run the approved job with its parts list — and crew assignments, where you put a day against a crew and the visit records which crew ran it and how long it took. Every plan also has Office Manager and Sales logins that use no tech seat; the dispatch board for the appointment trades; the Leads list, where prospects and their follow-ups are kept; and On the road on the owner’s home screen, showing who is working, driving or running behind. Those are on all three plans alike.
How many seats does each plan include, and does my own login count?
Signature includes 3 tech seats, Executive includes 8, and Premier includes 15 — and your own login is never one of them. Three seats means three technicians out working, plus you. A seat is used by an active tech login, so anyone on your roster without a login — the two helpers on a three-person crew, seasonal help, a subcontractor you schedule but don't hand the app to — doesn't occupy one. Assign the day to the crew and the foreman's login is the only one it costs you. Office Manager and Sales logins are included on every plan and use no technician seat.
Can my office staff clock in?
Yes, on every plan. Office staff clock themselves in and out from their own login, and the office's hours count toward what the month cost you. The timesheet and the labor views — who worked what, and what it cost against the work — are part of Premier.
What if I need more seats than my plan includes?
Additional seats are $20 per seat, per month, and you can drop them again when the season ends. Signature goes up to 7 seats in total and Executive up to 14; Premier has no cap. Adding seats will never cost you more than moving up a tier — if the next plan becomes the better deal for your team size, that is what we will tell you.
Is there a discount for paying annually?
Yes. Pay annually and two months are free. The price shown on each plan is the monthly price and it is what you pay monthly — we don't advertise a lower annual-equivalent figure and then bill you differently.
Does the price change depending on my trade?
No. The three plans cost the same in every trade. What changes is which trade-specific tools appear: water chemistry logging is built for pool service, application tracking for pest control and landscaping, and per-unit service history for HVAC and marine services.
Which plan includes the QuickBooks Online integration?
Executive and Premier. The integration posts an operator-triggered monthly summary journal entry to your QuickBooks Online company — accounting totals against your own chart of accounts.
Do card payments cost extra?
OrbitOps Pro does not add a fee on top of payments. You connect your own Stripe account, funds settle directly into it, and Stripe's own processing rates apply.
Which plan includes the AI writing assist, and what does it see?
Executive and Premier. It turns a technician’s shorthand visit note into a sentence or two a customer can read, and drafts the local update you copy out of the Marketing section. It also reads paperwork you would otherwise retype: a receipt photo into a vendor, date and amount; a packing slip against its purchase order; a supplier statement line by line; and, in HVAC and marine, an equipment data plate. You check every draft and every match and accept it or throw it away — nothing is sent, saved or posted because the model wrote it. Before a visit note reaches the model, the customer’s name, street, phone and email are struck out of the note by name, along with anything shaped like a contact detail and any line mentioning a gate code or an alarm code. The note goes out with the trade, the visit type and what was serviced attached, and nothing else.
Can I change plans later?
Yes. Plans are changed on your account, and the new plan's features and seat allowance apply from that point on. Your data stays where it is. One thing worth knowing: when you move tiers, any add-on seats reset and you land on the new plan's own allowance — so a Signature account running 3 seats plus 4 add-ons becomes an 8-seat Executive account, not a 12-seat one.
Run your field business, not your software.
Create your account and get set up in your trade. Scheduling, invoicing and card payments are included in every plan.
Not sure which plan fits? Tell us how you run and we'll point you at the right one.
Switching from another platform? See how OrbitOps Pro compares.
Email support@orbitopspro.com to chat with us.