CRM for contractors and home services: Jobber, Housecall Pro, ServiceTitan and HubSpot

Two jobs: leads and jobs

A contractor’s customer data has two lives. First it is a lead: someone asked for a quote, and you must reply before they call another company. Then it is a job: a visit is scheduled, a technician goes, an invoice is sent and paid, and next year the customer is due for a service call.

Field-service software is built around the job. A lead CRM is built around the lead. Most of the confusion in “CRM for contractors” comes from buying one and expecting the other.

For the basics of what a CRM is and how to choose one, see how to choose a CRM. Our CRM setup page explains how we set one up for a service business.

Field-service software as your CRM

Jobber, Housecall Pro and ServiceTitan all keep a customer list with addresses, job history and invoices. Here is what each vendor’s own page says, as we read it in October 2026.

Jobber. Core includes quotes, online booking, invoicing with online payments and a client manager. Connect adds automated client reminders and automated quote and invoice follow-ups. Grow adds two-way texting with clients. A lead pipeline is a $49-a-month add-on on Core, Connect and Grow, and is included in Plus.

Housecall Pro. Basic lists online booking, scheduling and dispatching, estimates and invoicing, and review management. The page lists Pipeline and Campaigns as add-ons and does not show their prices.

ServiceTitan. The page targets home-service and trades contractors. It lists dispatching, scheduling, call booking, invoicing and a pricebook in all three packages, customizable memberships under The Works, and call recording as a separate feature. It is built for larger operations; a crew of two will find it more than needed.

Jobber and Housecall Pro say their prices exclude sales tax. Both also show introductory rates for new customers (Jobber’s discounted rates last 3 or 12 months depending on billing; Housecall Pro’s cover the first month, or three months on Max). The table shows list prices. Confirm what you would pay after any promotion ends.

When the field-service tool is enough

The customer list inside Jobber or Housecall Pro is enough when:

• Most work arrives by phone or referral and you save each caller as a client.
• The same person quotes and follows up.
• You want quotes sent, follow-ups automated and invoices paid in one place.

In that case, adding a second CRM creates a second place to forget things. Add a rule instead: every quote gets a follow-up date, and open quotes are reviewed every Monday.

When you need a separate lead CRM

A lead CRM such as HubSpot starts to help when:

• Leads come from your website form, Google Business Profile, ads, texts and social messages, and some never reach the field-service tool.
• You send estimates but lose track of which ones are still open.
• You want to see which source brings jobs, not just inquiries.
• You sell larger jobs (roofing, remodeling, commercial service) with a longer decision.

HubSpot’s pricing page lists a free CRM for up to 2 users and 1,000 contacts, and paid Starter seats at $7 to $20 a month per seat, depending on billing (the page does not say which price goes with which option). Free tools have limits, and none of this schedules a truck. The pattern that works is simple: the lead CRM holds the lead until a quote is accepted, then the job lives in the field-service tool. The link between them is a connection from your website form and, if needed, an automation that creates the job when a quote is won.

A pipeline for a contractor

Name stages the way you talk:

1. New inquiry
2. Contacted (called or texted back)
3. Site visit or estimate booked
4. Quote sent
5. Follow-up due
6. Won or lost, with a reason

Keep a “lost reason” field with a short list: price, timing, went elsewhere, no answer, not a fit. After a month you will see whether you lose on price or on slow replies. If it is slow replies, the tool is not the fix; speed is. Fixing that starts with getting every lead into one place, which is what website to CRM integration does.

How to choose between the three

Ask these questions in order and stop at the first clear answer.

1. How many people go out on jobs? One to five: compare Jobber and Housecall Pro at your real user count. Many technicians, dispatchers and a call center: ask ServiceTitan for a quote and compare it with the other two at the same size.
2. What do you need on day one? Quotes and invoices paid online are in the base plans. Automated reminders and follow-ups sit on Jobber’s second tier. Two-way texting sits on its third. Check where each feature you need falls before you compare headline prices.
3. Who will enter data? Technicians in the field will skip a clumsy mobile screen. Ask each vendor for a trial and have a real technician close a job on a phone.
4. Can you leave? Jobber’s page describes a 12-month minimum on its commitment option and a prepaid, non-refundable annual option. Read the term you are signing.
5. What does it connect to? Check for your accounting tool, your website form and your phone setup. Housecall Pro lists open API access on its top plan only.

Moving your customer list

Before you switch tools, export your customers with addresses, phone numbers and the last job date. Clean duplicates first. Import twenty records as a test, check that notes and addresses landed in the right fields, and only then import the rest. A messy list in a new tool is still a messy list.

Cleaning, HVAC, roofing and electrical: small differences

• Cleaning companies have repeat customers on schedules. Recurring jobs, reminders and review requests matter more than a pipeline.
• HVAC and plumbing get urgent calls and seasonal peaks. Call handling and after-hours routing matter, and memberships or maintenance plans are a revenue line.
• Roofing and remodeling have long sales cycles and large quotes, so a pipeline with follow-up reminders pays back first.
• Electrical mixes small service calls with larger projects. Keep two job types so the pipeline does not mix them.

Texting from your CRM

Many of these tools can text customers. Two rules apply whatever tool you use. Automated texts need the customer’s prior express consent, and marketing texts need prior express written consent (47 CFR 64.1200). Business texting numbers also need carrier registration (A2P 10DLC), which is separate from the monthly plan. This is not legal advice. Set up opt-in and STOP handling before the first message.

What to do this week

1. Write down every place a lead can arrive.
2. Check whether your field-service tool already saves each of them.
3. For the ones that do not, decide whether a form connection or a free lead CRM closes the gap.
4. Add a follow-up date to every open quote.
5. Look at the plan price you would pay with your real number of users, not the one-user headline.

If you want a second opinion on which setup fits your crew, ask for a free demo. For the all-in-one option, see our GoHighLevel review.

Published October 26, 2026. Updated October 26, 2026.