Give Your GC Clients a Field Service App That Lives in HubSpot
Your general contractor clients need more than a CRM. They need to dispatch jobs, manage subcontractors, and track RFIs—all synced to HubSpot. ServiceIQ is the answer.
Co-sell ServiceIQ alongside HubSpot to expand deal size, reduce churn, and give your GC clients the field ops platform they've been asking for.
Why Your GC Clients Need ServiceIQ
General contractors love HubSpot for sales—but once a deal closes, they're back to spreadsheets and texts for field operations. ServiceIQ fills the gap.
Your Clients Are Already Asking
GCs on HubSpot consistently ask: "How do I manage field ops from my CRM?" ServiceIQ is the answer—no custom integrations or middleware required.
Extends HubSpot, Doesn't Replace It
ServiceIQ plugs into your client's existing HubSpot portal via OAuth. All their CRM workflows, pipelines, and reporting stay intact.
Increases Deal Size & Retention
Clients who run operations through HubSpot-connected tools are stickier. ServiceIQ adds $500–$1,500/mo in recurring value to every GC deal.
What Your Clients Get with ServiceIQ
Everything a general contractor needs to run field operations—fully synced to HubSpot.
Job Dispatch & Scheduling
Visual calendar, drag-and-drop scheduling, and map-based dispatch for field teams.
Subcontractor Management
Contractor profiles, skill tracking, territory assignments, and a dedicated contractor portal.
RFI & Submittal Tracking
Construction-grade governance with revision history, approval workflows, and transmittal logs.
Bi-Directional HubSpot Sync
Companies, contacts, projects, and job statuses sync automatically between ServiceIQ and HubSpot.
Multi-Org & Partner Support
Partner organizations can view and manage jobs across shared projects—ideal for GCs with subcontractor networks.
Approval Workflows
Guest approval links for landlords, architects, and owners. No login required for external stakeholders.
Territory Management
Geographic territories with map overlays for smart dispatching and contractor assignment.
Time Tracking & Checklists
Contractors clock in/out from job details. Custom checklists ensure nothing gets missed on site.
Full-Funnel Reporting
Field data flows back to HubSpot, enabling deal-to-completion metrics and operations dashboards.
How ServiceIQ Connects to Your Client's HubSpot
Native OAuth integration—no Zapier, no middleware, no API keys to manage. Your client connects in 2 clicks and everything syncs automatically.
What Syncs Automatically
Companies ↔ Customers
HubSpot companies map to ServiceIQ customers with full contact data sync.
Contacts ↔ Contractors
Contractors sync as both HubSpot contacts and companies—your CRM stays the source of truth.
Custom Objects ↔ Projects
Active projects appear in HubSpot as custom objects, giving sales teams visibility into operations.
Job Status → HubSpot Timeline
Every field status change pushes to HubSpot, creating a complete operations timeline.
Deal Pipeline → Auto Project Creation
Optionally auto-create ServiceIQ projects when deals reach a specific pipeline stage.
Watch the ServiceIQ Demo
See how ServiceIQ works end-to-end—from HubSpot connection to job dispatch to field updates. Share this with your clients to show them what's possible.
Platform Demo
Platform Demo Video
Our platform demo video is coming soon.
Message for HubSpot Reps
Sales One-Pager
Download our "Field Work Is Not a Spreadsheet" one-pager to share with prospects during sales conversations.
Co-Sell Benefits for HubSpot Reps
Recommending ServiceIQ helps you close bigger deals and retain clients longer.
Expand Deal Size
ServiceIQ adds $500–$1,500/mo in recurring revenue to your GC client deals. Operations stickiness means longer contracts.
Referral Incentives
Earn referral bonuses for qualified introductions. We handle the sales process—you get credit for the connection.
White-Glove Onboarding
We onboard your clients with dedicated support. HubSpot connection, data migration, and training included—no lift from your side.
Reduce Churn
Clients running field ops through HubSpot are 3x less likely to churn. ServiceIQ makes HubSpot indispensable for day-to-day operations.
Ideal Client Profiles
ServiceIQ is the perfect recommendation when your client fits one of these profiles.
General Contractors
GCs managing 5+ subcontractors across multiple job sites who need dispatch, scheduling, and project governance—all synced to HubSpot.
Commercial Service Firms
HVAC, electrical, and plumbing companies with field technicians who need mobile job access, time tracking, and CRM visibility.
Construction Companies
Mid-size construction firms that need document control, submittal tracking, and approval workflows alongside their HubSpot sales pipeline.
Simple Pricing for Your Clients
No per-user fees, no hidden charges. Share these numbers with confidence.
Starter
For small GC teams getting started
- Up to 10 contractors
- Up to 5 users
- Unlimited projects & jobs
- HubSpot integration
- Document management
- Email support
Professional
For growing organizations
- Unlimited contractors
- Unlimited users
- Unlimited projects & jobs
- HubSpot bi-directional sync
- Advanced approval workflows
- Priority support
- Multi-org / partner support
HubSpot Bi-Directional Sync add-on: $50/month per additional HubSpot instance. View full pricing details →
How ServiceIQ Stacks Up
When your client asks "Why not Jobber or ServiceTitan?"—here's your answer.
| Feature | ServiceIQ | Salesforce FSL | Jobber | ServiceTitan |
|---|---|---|---|---|
| Native HubSpot Integration | — | — | — | |
| Bi-Directional CRM Sync | — | — | ||
| RFI & Submittal Tracking | — | — | — | |
| Document Version Control | — | — | — | |
| Subcontractor Portal | — | — | ||
| Multi-Org / Partner Support | — | — | — | |
| Guest Approval Workflows | — | — | — | |
| Territory Management | — | — | ||
| Built for General Contractors | — | — | — | |
| Starts Under $1,000/mo | — | — |
Questions from HubSpot Reps
Ready to Co-Sell ServiceIQ?
Request a partner demo, get co-branded materials, and start recommending the only field service app built for HubSpot.