34 tools evaluated and verified by Cavalry. Every tool we prescribe in a Mission Brief appears here first — tested, priced, and checked against real trades use cases within the last 30 days.
20 tools with a free tier · All verified 2026
All-in-one field service platform for 1–9 person shops — scheduling, quoting, invoicing, and client communication in one mobile-first app.
Field service management for HVAC, plumbing, and electrical — strong marketing features and built-in flat-rate pricing.
Free forever field service management for solo/micro shops — unlimited jobs, SMS reminders, photo uploads, and signature capture.
Field service management with scheduling, dispatch, invoicing, and phone system — Lite tier available for very small shops.
Job site photo documentation with time/location stamping, team visibility, and AI-generated walkthrough notes from voice recordings.
Free HVAC equipment database and AI diagnostic tool — 500,000+ unit database, MasterMechanic AI, and a live line to veteran HVAC techs.
Procurement automation that generates purchase orders, tracks receipts, and reconciles invoices with Jobber and ServiceTitan.
EPA Section 608 refrigerant tracking — logs cylinder usage and disposal documentation to keep HVAC shops audit-ready.
Speak an invoice after any job — voice-to-invoice in 30 seconds, free forever for the first 1,000 users, mobile-first.
Estimate-to-invoice app for solo contractors — quote, get approval, invoice, and collect payment from your phone.
Free invoicing and payment collection with QuickBooks sync — solid for solo operators and very small crews.
AI-powered expense tracking and tax prep for self-employed contractors — scans bank statements and calculates quarterly estimated taxes.
Professional business email on your own domain plus Calendar, Drive, and Meet — 30-minute setup.
Free accounting + invoicing web app — formerly the go-to for small contractors, now significantly degraded in 2026.
No-code automation platform wiring 9,000+ apps together — Cavalry's default engine for Field Build engagements.
Visual automation platform with 3,000+ integrations — Cavalry's pick when Zapier's linear model isn't enough.
ChatGPT chat + Custom GPTs trained on your docs — the fastest path to a branded knowledge system.
Consumer chat + API for analysis, drafting, and agentic workflows — Cavalry's analyzer engine.
AI doc/slide/webpage generator — turns prose into a branded deck in under five minutes.
AI notetaker that joins your calls, transcribes them, and auto-drafts action items to your inbox.
AI notetaker with deep CRM sync and conversation-intelligence metrics — talk time, sentiment, trigger keywords.
Curated directory of 4,000+ AI tools filterable by category — useful for discovery before Cavalry verifies a tool.
48,000+ AI tools indexed by task — the best 'I need X done, what tool does it?' directory.
Platform for building production-quality AI phone agents — Cavalry's AIrhart intake agent runs on this.
Trade-specific AI voice agent that answers calls 24/7 and books appointments with 60-second integration for Jobber and HouseCall Pro.
Yelp-integrated AI voice, SMS, and email agent for home service contractors; answers calls 24/7 and integrates lead data from Yelp.
All-in-one CRM + AI voice/SMS agent built for service businesses — better suited for agencies reselling to clients.
Online scheduling with a free tier that handles estimate bookings, Stripe deposits, and team routing for trades shops.
Automated review requests + referral campaigns for trades with native Jobber and HouseCall Pro integration.
Free Google listing that puts your business on Maps and local search results — the first digital presence every trades shop needs.
eCommerce product reviews platform — evaluated and found unsuitable for field service; listed for completeness.
Digital employee handbook and SOP platform — document how your business runs, then make every new hire learn it before their first day.
Mobile-first trades certification training — EPA 608, OSHA-10, NATE — techs complete courses on their phones without classroom scheduling.
Marketing-dashboard aggregator that pulls 50+ analytics sources into one auto-refreshing client-ready report.
Every tool name in a Mission Brief appears in this library first — evaluated, priced, and verified within 30 days of prescription. Get your Mission Brief →