Most CRM advice is written for software companies or retail brands. Home service contractors have different needs: job scheduling, technician routing, customer communication, review collection, and payment — all in one place.
We evaluated 7 CRM and field service platforms over 6 months. Here's what we found.
What Contractors Actually Need vs. What Enterprise CRMs Offer
A residential cleaning company or HVAC shop does not need Salesforce. They need:
- Customer contact history and job notes
- Scheduling and dispatch
- Automated reminders and follow-ups
- Review collection after jobs
- Payment processing at the door
- Basic reporting on revenue and bookings
Most enterprise CRMs (HubSpot, Salesforce, Zoho) are built around a sales pipeline model designed for B2B deals. Adapting them for field service work requires significant configuration and almost always leaves gaps. You end up with a system that's technically capable but practically miserable to use in the field.
The 7 Platforms We Evaluated
We looked at: Jobber, Housecall Pro, ServiceTitan, HubSpot, GoHighLevel, Local Service Stack, and Workiz.
Here's the scoring rubric we used:
- Ease of use for field technicians (not just office staff)
- Automated customer communication
- Scheduling and dispatch quality
- Review/reputation management
- Pricing relative to value
- Integration flexibility
Platform-by-Platform Breakdown
Jobber — Best for small crews (1-10 people)
Jobber is genuinely well-designed. The mobile app is clean, quotes are easy to send, and the customer portal is nice. Their automated reminders are decent out of the box.
Where it falls short: No built-in review automation, limited follow-up sequencing, and pricing jumps sharply as you add users. At scale, you're paying for features you don't need while missing features you do.
Best for: Landscaping, cleaning, or handyman businesses under $400K who want a simple system that just works.
Housecall Pro — Best mid-market option
Housecall Pro hits a solid middle ground. The dispatching board is excellent, the customer-facing booking experience is smooth, and their reporting is better than most.
Review requests are built in, though they're not configurable enough for a real review sequence. The platform is oriented toward service calls (plumbing, HVAC) rather than recurring residential services.
Best for: HVAC, plumbing, and electrical contractors doing $300K-$1M in revenue.
ServiceTitan — Enterprise only
ServiceTitan is the gold standard for large field service operations. The feature set is unmatched. So is the price. Minimum commitment starts around $500/month, and implementation is a project. If you're under $1M, this is not the right tool.
Best for: Multi-location contractors doing $2M+ who can afford the investment and implementation time.
HubSpot — Good CRM, bad field service tool
HubSpot is the best general-purpose CRM in this list. Their free tier is genuinely useful, and the contact management, email sequences, and reporting are excellent.
The problem: it was not built for field service. You'll spend 20+ hours configuring it for your workflow, and it still won't handle scheduling or dispatch natively. You'll need integrations for everything field-service-specific.
Best for: Home service businesses that are primarily lead-generation focused (high-ticket services with a consultative sales process) rather than recurring residential work.
GoHighLevel — Best for agencies, awkward for operators
GoHighLevel has excellent automation capabilities and is very flexible. It's also designed for marketing agencies to white-label and resell — which means the interface can feel disjointed for a contractor using it directly.
If you work with a marketing agency that uses GHL, it can be powerful. Running it yourself requires significant setup.
Best for: Contractors who already work with a marketing agency running GHL and want to leverage the same platform.
Workiz — Underrated option for service businesses
Workiz is less well-known but deserves more attention. Strong dispatching, clean mobile app, good client communication tools. Their automation features are improving.
Best for: Junk removal, cleaning, and moving companies where speed of booking is the priority.
Local Service Stack — Built for home service automation
Full disclosure: this is our platform. We built it specifically because none of the above options did what smaller home service businesses actually need — particularly around automated review collection, lead follow-up, and multi-channel customer communication.
Best for: Home service contractors who want automation-first: missed call text-back, review sequences, and follow-up built in from day one.
The Decision Matrix
| Platform | Price/mo | Scheduling | Automation | Reviews | Field App | |---|---|---|---|---|---| | Jobber | $49-$249 | Good | Limited | Basic | Excellent | | Housecall Pro | $65-$549 | Excellent | Good | Good | Good | | ServiceTitan | $500+ | Excellent | Excellent | Good | Excellent | | HubSpot | $0-$800 | None | Excellent | None | Poor | | GoHighLevel | $97-$297 | None | Excellent | Good | Poor | | Workiz | $45-$299 | Good | Limited | Basic | Good |
Our Recommendation by Company Size
Under $200K revenue: Jobber's base plan or Workiz. Keep it simple. Don't over-invest in tools before you've validated the business model.
$200K-$750K revenue: Housecall Pro or Local Service Stack, depending on whether you prioritize scheduling complexity or automation. If you're losing leads to slow follow-up, automation wins.
$750K-$2M revenue: Housecall Pro (if you have a large field team) or a HubSpot + scheduling tool combo (if you have a more consultative sales process).
$2M+: ServiceTitan.
The Feature That Matters Most
Whatever platform you choose, make sure it handles customer communication automatically. The biggest leak in most home service businesses is leads that go cold because nobody followed up. The second biggest is customers who never leave a review because nobody asked.
A CRM that triggers messages, reminders, and review requests automatically — without requiring your team to remember to do it — is worth more than any other single feature on this list.
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