Stop Managing Jobs.Start Managing Your Entire Service Operation.

No. Equipify is designed to be self-service. You can start your free trial, explore the platform, and set up your account without speaking to anyone.

If you'd like help choosing the right plan, migrating from another system, or seeing how Equipify fits your business, our team is happy to schedule a personalized demo.

Yes. Every published plan includes a free 14-day trial. No credit card is required to start.

During an active trial, the workspace receives Scale-level access to published features. After the trial ends, creating new records is restricted unless you choose a paid plan or otherwise restore billing eligibility.

No. We don't require a credit card to begin your free trial.

You'll only be asked for payment information if you decide to continue after your trial ends.

If Equipify is a good fit, choose a published plan to keep creating records without interruption.

If you do not subscribe, creating new records is restricted. Existing data remains subject to our Privacy Policy; we do not automatically pause or delete the account at trial expiry.

Authorized billing administrators can schedule cancellation from Settings → Billing. Cancellation is scheduled for the end of the current paid billing period, and access continues through that period. Plan changes and cancellation assistance are also available through support.

Self-serve billing does not provide immediate cancellation, automatic refunds, or prorated credits. We do not offer prorated refunds for unused time unless stated at the time of purchase.

Most businesses start with Equipify Core.

As your team grows, you can unlock additional AI, automation, dispatching, sales, and operational capabilities with Growth, Scale, and Enterprise plans.

If you're unsure, book a demo and we'll recommend the best fit based on your business.

Yes.

Your business will likely evolve over time, and your Equipify subscription can evolve with it. Switching between plans is quick and your existing data stays intact.

Most companies can create an account and begin using Equipify in just a few minutes.

Our onboarding guides walk you through importing customers, configuring your organization, inviting your team, and getting your first work orders running quickly.

Enterprise customers also receive personalized onboarding assistance.

Yes.

We can help import customers, equipment, work orders, contacts, and other business data from many popular field service platforms and spreadsheets.

If you have a more complex migration, our onboarding team can assist throughout the process.

Equipify was built specifically for equipment-focused service businesses.

That includes HVAC-R, biomedical, dental, commercial kitchen, fire & life safety, electrical, plumbing, laboratory equipment, industrial service, and many other field service industries.

Your account is configured around your industry to provide relevant workflows and terminology from day one.

Yes.

Your data is encrypted in transit and at rest, with secure authentication, role-based permissions, and regular backups designed to protect your business information.

AI features are included on Growth plans and above.

Depending on your plan, AI can assist with writing estimates, documenting work performed, answering questions, automating repetitive tasks, generating customer communications, and powering advanced sales capabilities.

Solo and Core plans do not include AI. You can upgrade at any time.

Yes.

Equipify is available from any modern web browser, and our mobile apps allow technicians and field staff to manage work orders, customers, equipment, photos, signatures, invoices, and payments while on-site.

Yes.

Every customer has access to documentation, training resources, and support.

Higher-tier plans include priority onboarding, implementation guidance, and more personalized assistance.

We accept all major credit cards.

Enterprise customers may also qualify for alternative billing arrangements.

Yes.

Annual billing is available and provides a discounted rate compared to monthly billing.

Contact our team if you'd like to switch to annual billing.

No problem.

Equipify is designed to scale with your business. As you add technicians, office staff, locations, or advanced operational needs, you can upgrade without losing your existing data or workflows.