1
ServeHub free tools
Best for one-off documents
Free, no account · full CRM from $20/mo after a 14-day trial
ServeHub’s invoice generator, estimate generator, contract template and 15 calculators are free with no account. Build the document, download the PDF, send it yourself. They don’t save anything or take payments; that is what the paid CRM is for, and it starts with a 14-day free trial (card required).
Strengths
- No account needed
- Invoice, estimate and contract PDFs in minutes
- 15 calculators for pricing and materials
Watch-outs
- Nothing is saved: no customer list, no payment links, no scheduling
- The full CRM is paid: Plus $20/mo, Pro $55/mo, 14-day free trial with a card
2
Connecteam
Best free for teams
Free tier for small teams · paid plans above
Connecteam leans toward workforce management — scheduling, time tracking, and team chat — and offers a free tier aimed at small teams. It’s strong for coordinating crews but lighter on quoting and invoicing, so many shops pair it with a billing tool.
Strengths
- Strong crew scheduling and time tracking
- Free tier aimed at small teams
- Polished mobile app for the field
Watch-outs
- Not built around estimates and invoicing
- Free-tier limits apply — verify current caps
3
Square Appointments
Best free for booking
Free for individuals · card processing fees apply
If your main need is online booking and taking card payments, Square offers a free plan for individuals and small teams with payment processing built in. Great for appointment-based services, but it isn’t a full estimate-to-invoice CRM.
Strengths
- Free online booking for solo and small teams
- Card payments built in
- Fast to set up
Watch-outs
- Not built for estimates or contracts
- Per-transaction processing fees
4
Workiz
No free plan listed: check first
No free plan on its pricing page (November 2026) · prices by request
Workiz targets dispatch-heavy trades — HVAC, plumbing, locksmith, appliance repair — with scheduling and call handling, and has offered a limited free tier for very small shops. Its pricing page now shows three plans at “Request pricing” and a free trial, with no free plan, so ask them before you count on one.
Strengths
- Built for dispatch-heavy service trades
- Scheduling with caller ID / phone tools
- A free invoice generator on its site
Watch-outs
- Most advanced features are paid
- No free plan on its pricing page as of November 2026