Investing in a customer relationship management system can be transformative for home service businesses that have traditionally managed customer relationships through disparate spreadsheets, phone calls, emails, and paper documents.
For example, CRM software can solve common challenges such as:
Workflow inefficiencies: Time wasted on tracking down customer information (e.g. work orders, estimates, invoices), and entering and re-entering the same information into multiple apps, spreadsheets, etc.
Poor communication & customer experiences: Failing to correspond with customers in a timely manner, or lacking the ability to communicate with customers through their preferred channels (text, email, phone, etc.).
Lost revenue opportunities: Difficulty tracking sold and unsold estimates, and failing to follow up on and convert open opportunities.
However, within the broad category of CRM software, there are generalized solutions such as Salesforce, Pipedrive, Zoho CRM, and HubSpot CRM that serve tons of different industries but aren’t built specifically for home services. And then there are CRM solutions that are built for home services — such as our platform, ServiceTitan, which specializes in serving contractors in HVAC, plumbing, electrical, roofing, landscaping, and select other trades.
In this post, we’ll focus on CRM solutions for home service businesses. First, we’ll walk through how our CRM platform, ServiceTitan, can help home service businesses optimize their process for managing interactions with customers. Then, we’ll share six other CRM software options that focus on supporting home service businesses in the trades.
Now, let’s take a closer look at what each of these tools has to offer.
If you’d like to learn more about how ServiceTitan can help your home service business become more efficient and grow revenue through improved customer relationships, schedule a call today.
1. ServiceTitan
Source: www.servicetitan.com
ServiceTitan is an all-in-one business management system built for trade contractors, offering a CRM solution that transforms the way you operate.
Our software helps you improve client relationships, streamline operations, and grow your home service business by connecting customer management, scheduling, marketing, and more into a single platform.
Let’s break down the standout features that make ServiceTitan one of the best home services CRMs in 2025.
Call Booking
When a customer calls, you want your CSRs to act fast and professionally. ServiceTitan’s Call Booking Software helps you achieve this goal by displaying the caller’s information on the screen before employees pick up the phone. This feature enables your team to greet clients by name, making a good impression and creating an instant connection with them.
ServiceTitan improves the customer experience by providing your team with call scripts, so they know exactly what to say and ask during the call. CSRs don't even have to waste time digging through records, because the system gives them access to the customer’s property data and recurring services, preventing missed opportunities.
Service Scheduling and Field Service Dispatch
ServiceTitan’s Service Scheduling Software allows your office team to visualize the calendar, each field worker’s availability, and every incoming job request, all in one place. This centralized dashboard helps CSRs schedule jobs more efficiently and prevents overbooking or underbooking.
ServiceTitan’s Field Service Dispatch Software lets your team assign jobs using a drag-and-drop interface that updates in real time, facilitating schedule shifts, route optimization, and accommodating urgent calls without disrupting the day.
The Schedule Assistant improves dispatch management by providing job assignment suggestions based on technician skills, availability, and location, helping your staff make smarter and faster decisions that improve performance and customer satisfaction.
Follow-Ups
Following up on open estimates or contract renewals can sometimes fall through the cracks. ServiceTitan’s Follow-Ups tab helps you avoid missed opportunities by listing unsold estimates, recurring services events, expiring memberships, and more. Based on this information, your staff can re-engage customers and close the deal.
Customer Experience
ServiceTitan’s Customer Experience Software helps you deliver a consistent, five-star experience at every stage of the service journey.
You can add a Web Scheduler or Chat to Text widget to your website, giving customers a simple way to schedule jobs or start text conversations, even outside business hours.
The two-way SMS feature enables your front desk staff to send automated appointment and recurring service reminders to customers, who can quickly confirm, book, or reschedule jobs.
ServiceTitan also notifies clients when a technician is on the way, complete with their bio, and live GPS tracking.
Marketing Tools
ServiceTitan Marketing Pro gives you a toolkit to create highly targeted marketing campaigns to keep customers engaged and encourage repeat business.
You can launch automated email campaigns based on service history, missed estimates, or seasonal needs, without lifting a finger after setup, using Marketing Pro Email.
The Marketing Pro – Direct Mail feature lets you design and send postcards to specific customer segments in minutes. You just upload your design and ServiceTitan handles printing and delivery.
All these home service marketing tools are measurable, so you can see which channels generate the most jobs and adjust your strategy accordingly.
You can also build trust and show customers how much you value their opinion by sending automated review requests once a job is completed. Then, you can quickly respond to every review from ServiceTitan’s Marketing Pro – Reputation dashboard.
For more home services marketing tips and strategies, read this insightful article.
Additional features
ServiceTitan is a growth platform for contractors who want to run successful home service businesses, and it offers a wide range of tools beyond CRM essentials.
You get built-in features for estimating, financing, and mobile payments, allowing your team to close jobs and collect payments in the field.
Integrated pricebooks keep your pricing consistent and easy to update, while reporting dashboards give you real-time insights into team performance and revenue trends.
You can also access trade-specific templates, such as maintenance checklists and work orders, to simplify your team’s workflow and offer standout services.
ServiceTitan equips you with everything you need to streamline operations, boost efficiency, and grow your business.
Now, let’s see how other home service CRM solutions compare to our software.
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If you’d like to learn more about ServiceTitan pricing and how we can help your home service business become more efficient and grow revenue through improved customer relationships, schedule a free demo today.
2. Housecall Pro
Source: www.housecallpro.com
Housecall Pro is designed to help small-to-midsize home service businesses handle everyday operations with ease.
The software lets you schedule jobs, dispatch technicians, send invoices, and accept payments, all within one app. The CRM features include customer history tracking, job reminders, and review collection tools that help you stay organized and improve the customer journey.
When compared to Housecall Pro, ServiceTitan provides:
More advanced reporting and real-time business dashboards.
Built-in tools for managing complex job workflows and multi-day projects.
Detailed technician performance tracking with scorecards and KPIs.
More integrations with accounting and marketing platforms.
For more details on these differences, check out our complete comparison article: Housecall Pro vs. ServiceTitan
3. Jobber
Source: www.getjobber.com
Jobber offers a user-friendly platform for managing your clients, scheduling jobs, and handling payments.
This CRM software focuses on storing customer details and communication logs, tracking service history, and automating reminders. Jobber works well for smaller teams looking to stay organized and deliver dependable customer service.
When compared to Jobber, ServiceTitan provides:
Extensive CRM solutions for both small and large companies operating in multiple locations.
Enhanced dispatch and route optimization tools.
Integrated call booking and phone system features.
Advanced inventory and job costing capabilities.
For more details on these differences, check out our complete comparison article: Jobber vs. ServiceTitan
4. Service Fusion
Source: www.servicefusion.com
Service Fusion provides CRM tools alongside job management, dispatching, and invoicing capabilities.
You can manage customers, schedule appointments, send estimates, and track vehicle locations from a single cloud-based platform. The CRM functionality focuses on collecting customer information and improving job communication.
When compared to Service Fusion, ServiceTitan provides:
A more intuitive and comprehensive mobile app for field technicians.
Advanced reporting dashboards and business insights.
AI-powered features that automate repetitive tasks and predict outcomes.
Built-in marketing tools, like automated email and postcard campaigns.
For more details on these differences, check out our complete comparison article: Service Fusion vs. ServiceTitan
5. Kickserv
Source: www.kickserv.com
Kickserv combines contact management, scheduling, and invoicing into a simple platform designed for small home service providers.
You can track leads, manage customer communication, and schedule recurring jobs. The client portal allows users to request jobs, receive updates, and access invoices.
When compared to Kickserv, ServiceTitan provides:
Automated follow-up notifications based on job status or unsold estimates.
Individual CSR and technician scorecards for tracking performance.
An estimate builder with good, better, best options for closing more deals in the field.
Advanced time tracking tools, monitoring drive time, vendor runs, and wrench time, to simplify payroll processing.
To view these and other differences, check out the feature comparison chart on our comparison page: Kickserv vs. ServiceTitan
6. FieldEdge
Source: fieldedge.com
FieldEdge helps home service companies streamline operations through job scheduling, dispatching, quoting, and marketing.
The platform’s CRM components include customer records, service history, and invoice tracking.
When compared to FieldEdge, ServiceTitan provides:
Adjustable capacity planning that optimizes schedules for increased performance and profitability.
A fully mobile platform for field technicians, providing detailed customer data and job history before arrival.
Heat maps showing the service areas generating the highest revenue, helping you create more targeted marketing campaigns.
Integrated SMS capabilities, allowing customers to efficiently communicate with your business.
For more details on these differences, check out our complete comparison article: FieldEdge vs. ServiceTitan
7. Successware®
Source: www.successware.com
Successware targets established home service businesses looking for enterprise-level software.
The platform’s CRM features include customer account management, job history tracking, and scheduling tools. Successware also supports custom workflows and offers integrated accounting.
When compared to Successware, ServiceTitan provides:
Detailed, customizable reports providing accurate insights into team performance, call conversions, sales, and more.
Advanced customer satisfaction tools, including real-time technician tracking, field worker profiles, and automated text notifications.
Detailed marketing performance analytics showing the campaigns and service locations generating the highest ROI.
For more details on these differences, check out our complete comparison article: Successware® vs. ServiceTitan
What Are the Best Mobile CRM Tools for Home Services?
Mobile CRM tools help your field workers stay on top of customer data, job details, and schedules without relying on phone calls or office check-ins.
With the right field service mobile app, your team can update job notes, capture photos, collect payments, and send customer communications directly from the field. This flexibility improves response time, customer experience, and productivity.
Check out some of the best mobile CRMs for trade contractors:
ServiceTitan equips technicians with a Field Service App that provides real-time access to job histories, customer profiles, and estimate tools. Field workers can follow digital service checklists, upload job-site photos and videos, and accept payments on the spot. The built-in pricebooks and estimate builder enable your team to present tiered service options to customers, increasing close rates.
Jobber has a mobile app that offers essential field functionality, such as accessing client details, viewing scheduled jobs, and marking work as complete. Your field employees can also send invoices, accept payments, and communicate with customers.
Housecall Pro gives your team access to job notes, customer records, and invoices through an intuitive mobile interface. The real-time job updates and integrated payments keep your business running smoothly while reducing office administrative work.
What Are the Best CRMs for Inventory Management in Home Services?
Standout home service business CRMs also include inventory management capabilities, allowing you to track parts, tools, and materials across trucks and warehouses.
This functionality enables your technicians to arrive prepared, helps you avoid overstocking and shortages, and improves cost control. You also need a system that connects inventory to job estimates, invoices, and purchase orders in real time.
Here are the top CRMs for inventory management:
ServiceTitan features built-in Contractor Inventory Management Software that gives you real-time visibility into stock levels, helping you track materials across trucks and warehouses. You can set low-stock alerts, automate reordering, and synchronize inventory usage with jobs and invoices. The mobile app lets technicians check and update the inventory from the field, so you never lose track of what’s used on-site.
FieldEdge includes inventory management tools that track equipment and parts usage, connect with QuickBooks, and monitor stock assigned to techs or trucks. The centralized dashboard lets you identify what items are in use or need restocking.
Service Fusion offers an inventory feature that allows you to add parts and materials to work orders, track usage by technician, and generate low-stock reports. This solution integrates with Service Fusion’s job costing tools, helping you assign inventory items to the correct jobs and monitor profitability in real time.
What Are the Top CRM Systems for Project Management in Home Services?
Project management in home services involves tracking timelines, coordinating teams, managing budgets, and ensuring efficient communication between the office, field, and clients.
The right CRM system allows you to plan multi-day or multi-phase projects, assign tasks, monitor progress, and maintain cost control throughout the job.
Explore these three tools that can help you manage projects for profit:
ServiceTitan gives you access to Construction Project Management Software that tracks every aspect of your projects, including budgeting, timelines, and task assignments. You can break down complex projects into phases, set milestones, and view real-time updates as tasks progress. Gantt-style views, change-order management, and detailed job costing reports help you maintain control from start to finish.
Successware offers customizable project workflows that help larger businesses manage multi-phase jobs. The built-in accounting and task tracking features facilitate job costing, technician dispatch, and material usage.
Kickserv is a good fit for smaller teams managing multiple smaller projects. The software allows you to assign jobs, track progress, and log time and expenses. Kickserv also provides clear customer timelines and communication, increasing client satisfaction.
How Do You Choose the Right Home Service CRM?
Choosing the right home service CRM improves the way you manage day-to-day operations and serve customers, helping your business grow and thrive.
Make an informed decision by carefully considering the following factors:
1. Business size
The ideal CRM software should match the complexity of your operations. A small team may only need basic scheduling and customer records, but midsize-to-large businesses require multiple location support, advanced dispatching, and reporting tools.
2. Must-have features
You need a CRM solution that includes tools for scheduling, dispatching, invoicing, customer communication, and reporting. If your business offers recurring services or memberships, look for automation features that reduce manual work.
3. Budget
CRM pricing varies widely, from basic tools to enterprise platforms. Besides monthly fees, consider what you get in return. Time savings, fewer missed jobs, and better follow-ups often justify a higher investment.
4. Support
Look for a provider that offers reliable customer support, onboarding, and ongoing training, like ServiceTitan. We offer on-demand help from technical experts and success managers who’ll guide you every step of the way. You can also access the ServiceTitan Knowledge Base and Toolbox, where you’ll find insightful articles, webinars, tools, and pro tips for residential contractors.
5. Scalability
Your CRM system should support home service business growth. Choose software that can handle multiple users, locations, workflows, and trade services as your team and company expand.
6. Integrations
Home service CRMs have to integrate well with other software. Make sure the software you choose connects to your accounting, marketing, and supplier tools to streamline your workflow.
Check out ServiceTitan’s full list of partners and integrations here.
7. Use cases
Match the CRM to your business model. Some platforms specialize in HVAC or plumbing, while others serve general contractors. Meanwhile, ServiceTitan serves businesses across all trades.
Look for case studies or testimonials from businesses like yours to find the right solution.
For more details and selection criteria, check out our CRM requirements checklist.
What Are the Main Benefits of Using a CRM for Home Services?
Using a CRM in your home service business helps you stay organized, improve customer experience, and operate more efficiently.
Here are the key benefits you can expect:
Increased productivity
CRMs automate routine tasks, streamline workflows, and reduce time spent on manual data entry, allowing your team to focus on delivering exceptional service.
Better customer relationships
Use CRM software to keep detailed customer profiles, service history, and communication logs in one place, so you can personalize client interactions and build long-term loyalty.
Easier scheduling
Professional home service CRMs let you assign jobs based on technician availability, skillset, and location, helping you avoid overbooking and reduce downtime.
Improved revenue tracking
CRMs help you monitor job performance, sales trends, and invoice status using real-time dashboards that give you clear visibility into your financial health.
Over to You!
Choosing the right home service CRM keeps your workflow organized and your clients coming back. The best platforms help streamline scheduling, track revenue, and build stronger customer relationships.
As a trade contractor, you need a system like ServiceTitan that connects your office and field teams, simplifies job management, and supports your growth.
ServiceTitan is an all-in-one business management software solution built for trade contractors who want to scale up. The platform’s built-in CRM tools give you full visibility into customer history, automate follow-ups, and improve every client interaction with built-in communication and scheduling features.
ServiceTitan Software
ServiceTitan is a comprehensive software solution built specifically to help service companies streamline their operations, boost revenue, and substantially elevate the trajectory of their business. Our comprehensive, cloud-based platform is used by thousands of electrical, HVAC, plumbing, garage door, and chimney sweep shops across the country—and has increased their revenue by an average of 25% in just their first year with us.
