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TackOn FSM

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What TackOn FSM is

TackOn FSM is field service management software for HVAC, plumbing, and electrical contractors. It combines estimating, scheduling, dispatch, invoicing, payments, inventory, and memberships. AI can draft Good, Better, and Best estimates from a contractor’s history, while an AI Dispatcher assigns technicians through the scheduling board. Technicians use Android, iOS, or web access to complete jobs, record materials, and capture work from the truck; captured information syncs after connectivity returns. Recurring jobs, offline mode, and payments are supported. The Elastic Database contains thousands of barcoded parts with quarterly price refreshes. Plans start at $69/month, with a free trial but no free plan. Duo Team supports up to two users; Crew supports seven; Command supports ten; Fleet uses custom pricing. Migration and setup are free, with no setup fees and cancellation anytime. Gmail Calendar Sync is included with Command and Fleet.

Who it suits

TackOn FSM suits HVAC, plumbing, and electrical contractors managing field teams, estimates, schedules, inventory, invoices, and recurring work. Offline mobile capture helps technicians working away from connectivity.

What it does well

  • Estimating through payments in one system
  • AI estimate drafts and technician dispatch
  • Offline field capture with later synchronization
  • Barcoded parts database with refreshed prices
  • Free migration and no setup fees

What to know first

  • No free plan
  • Duo Team limited to two users
  • Inventory costs extra on Duo Team
  • QuickBooks sync is coming soon

Plans

PlanBilled and limitsPrice
Duo Team$69/month · Up to 2 users · 1 trade pricebook · inventory management +$14.99/mo · Elastic Database +$9.99/mo$69 a month
Crew$139/month · Up to 7 users · 3 trades · field inventory management · Elastic Database included$139 a month
Command$179/month · Up to 10 users · field and warehouse/shop-stock inventory · Elastic Database · Gmail Calendar Sync$179 a month
FleetCustom pricing · Custom number of users · field and warehouse/shop-stock inventory · Elastic Database · Gmail Calendar SyncOn request

As tackonfsm.com lists them, read 8 Oct 2026. The maker's own page has the final word.

Verdict

TackOn FSM brings office and field workflows together with AI-assisted estimating and dispatch. Compare user limits, add-on charges, and included inventory features across the paid plans.

Facts from TackOn FSM's own pages

AI estimates
AI drafts priced Good/Better/Best estimates from the contractor’s own history. · tackonfsm.com, 8 Oct 2026
Core workflow
It combines estimating, scheduling, dispatch, invoicing, payments, inventory, and memberships in one system. · tackonfsm.com, 8 Oct 2026
Data security
The privacy policy states that data in transit uses 256-bit SSL/TLS encryption, data at rest uses AES-256, and SOC 2 Type II certification is in progress. · tackonfsm.com, 8 Oct 2026
Dispatch
The scheduling board includes an AI Dispatcher that assigns the right technician to the right job. · tackonfsm.com, 8 Oct 2026
Elastic Database
The shared parts catalog includes thousands of barcoded parts, and its prices refresh quarterly. · tackonfsm.com, 8 Oct 2026
Field app
Technicians can complete jobs, log materials, and capture work from the truck, with captures syncing after connectivity returns. · tackonfsm.com, 8 Oct 2026
Free plan
No · tackonfsm.com, 22 Sept 2026
Integrations
Gmail Calendar Sync is included on Command and Fleet; the features page lists QuickBooks sync as coming soon. · tackonfsm.com, 8 Oct 2026
Invoicing and payments
Yes · tackonfsm.com, 22 Sept 2026
Migration and cancellation
All plans include free data migration and fast setup, have no setup fees, and can be canceled anytime. · tackonfsm.com, 8 Oct 2026
Mobile availability
TackOn FSM has listings on the Apple App Store and Google Play. · tackonfsm.com, 8 Oct 2026
Mobile platforms
both · tackonfsm.com, 22 Sept 2026
Offline mode
Yes · tackonfsm.com, 22 Sept 2026
Privacy compliance
The privacy policy states GDPR and CCPA compliance and PCI DSS-compliant payment processing. · tackonfsm.com, 8 Oct 2026
Product
TackOn FSM is field service management software for HVAC, plumbing, and electrical contractors. · tackonfsm.com, 8 Oct 2026
Recurring jobs
Yes · tackonfsm.com, 22 Sept 2026
Support
The maker lists [email protected] for support questions. · tackonfsm.com, 8 Oct 2026
Technician limit
2 · tackonfsm.com, 22 Sept 2026

Where TackOn FSM stands on Freedom251

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