Best CRM for Home Services (2026)

The 6 best CRM for Home Services in 2026: 1. ServiceAgent · 2. ServiceTitan · 3. Housecall Pro · 4. Jobber · 5. Workiz · 6. FieldPulse.

A home service business uses a CRM to keep the customer, the equipment, and the job history in one system, so every service call, invoice, and follow up is tied to the right account. The tools here run from full field service platforms to an AI front office that captures the call and fills the record on its own, and they differ most in feature depth and in what they cost to start.

CRM for Home Services Compared

Prices and plans change. Check each provider's current pricing page before buying.

What to Look For in CRM for Home Services

A home service business loses time and money when the customer, the equipment, and the job history are scattered across paper, spreadsheets, and memory. These are the factors that decide the pick; the scorecard rates every tool on the full set of ServiceAgent Grid capabilities below.

• Assigns the technician. Schedules and dispatches against real availability, not a whiteboard or a group text.
• Gets paid from the job. Builds the invoice from the work and takes a card, so getting paid does not wait for the evening paperwork.
• Tracks the equipment. Stores the model, serial number, and warranty date, so a repeat visit opens with the full history.
• Catches the call. Whether the tool answers the phone and creates the record itself, or only holds jobs entered by hand.
• Cost to start. A free or low entry plan versus a quote based contract, which decides how a small shop begins.

The Evaluation Criteria

The factors above are what matters most to a buyer for this search. The scorecard rates every service on the full set of criteria below, drawn from the ServiceAgent Living Grid, present, partial, or absent, so the shortlist is judged on the same Grid capabilities every time.

• Scheduling and dispatch. Assigns the technician, scored present, partial, or absent from the Grid's Dispatch and Scheduling capability.
• Invoicing and payments. Gets paid from the job, scored present, partial, or absent from the Grid's Payments capability.
• Equipment and service history tracking. Tracks the equipment, scored present, partial, or absent from the Grid's field service capability.
• Captures and books inbound calls. Catches the call, scored present, partial, or absent from the Grid's AI Voice capability.
• Free or low cost to start. Cost to start, scored present, partial, or absent from each vendor's live pricing page.
• Automated customer texts. Texts the customer, scored present, partial, or absent from the Grid's SMS Follow-up capability.
• Reporting and job costing. Shows the numbers, scored present, partial, or absent from each vendor's reporting features.
• Mobile app for the field. Works from the truck, scored present, partial, or absent from each vendor's mobile app.

Scorecard: How Each Service Handles the 8 Criteria

Present, partial, or absent, on the same criteria the section above says to look for. Read down a column to see where each service is strong.

The 6 Best CRM for home services, Reviewed

1. ServiceAgent

ServiceAgent is an AI front office rather than a full field service CRM. An AI voice agent answers every call 24/7, qualifies the caller, books the job, and writes it into a native CRM during the call, so the customer record fills itself instead of being typed in later. It captures the work a busier CRM never sees because the call went to voicemail. It starts free and bills by usage, and the plans sit on its pricing page.

Best for: A service business that keeps losing customers at the phone and wants the call captured and booked into a CRM on its own.

Key Features

• An AI voice agent answers every call 24/7 and books the job into a native CRM during the call.
• Texts the customer a confirmation and a reminder, so follow up runs without manual work.
• Takes a card or a deposit on the call, and routes a complex call to the business's own staff.
• Free to start, with usage based credits rather than a per seat contract.

Pros and cons▾

Pros

• Captures and books the inbound call itself, which no other tool here does, so a missed call becomes a booked record rather than lost revenue.
• The customer record fills from the call, cutting the manual data entry a CRM usually needs.
• Free to start with no per seat fee, so a small business can begin without a contract.
• Automated texts for confirmations and reminders are built in, not a paid add on.

Cons

• Not a full field service CRM, so it does not run a dispatch board, inventory, or job costing.
• Equipment and warranty tracking is lighter than a purpose built platform like ServiceTitan or FieldPulse.
• Best paired with a scheduling setup rather than replacing a mature CRM outright.

How ServiceAgent handles the criteria▾

Partial

Scheduling and dispatch.

It books and routes but is not a full dispatch board.

Partial

Invoicing and payments.

It takes a deposit or payment on the call.

Partial

Equipment and service history tracking.

It holds the customer and job but not deep equipment records.

Yes

Captures and books inbound calls.

An AI agent answers and books every call.

Yes

Free or low cost to start.

Free to start with usage based pricing.

Yes

Automated customer texts.

Automated confirmations and reminders are built in.

No

Reporting and job costing.

It does not do job costing or deep reporting.

No

Mobile app for the field.

It is not a technician field app.

Cost: Free to start; paid plans run $0 to $279/mo with a monthly credit allowance for AI and telecom usage, plus per transaction payment fees.

2. ServiceTitan

ServiceTitan is the enterprise field service platform for home service trades. It runs call booking, scheduling, dispatch, invoicing, marketing, and deep reporting in one system, and it is built for large, established operations. It is the most feature complete option here and also the most expensive, with quote based pricing and a complex setup. See how ServiceTitan compares with ServiceAgent.

Best for: A large, established operation that needs deep reporting and dispatch and can staff the setup.

Key Features

• Call booking, scheduling, and dispatch on one board, with technician tracking against real availability.
• Invoicing, payments, and financing, plus job costing and deep revenue reporting.
• Built in marketing and customer management tuned for the trades.
• A mobile app so technicians see the job, update it, and take payment from the truck.

Pros and cons▾

Pros

• The deepest feature set here, from dispatch and job costing to marketing and financing, so a large shop runs the whole operation in one place.
• Strong reporting shows revenue, technician performance, and true job cost, which a growing operation leans on.
• Built specifically for the trades, so the workflows fit a service business rather than a generic sales CRM.

Cons

• Quote based pricing that runs high, so it is out of reach for many small shops.
• A complex setup and a learning curve, so it takes time and staff to roll out.
• Priced and built for scale, so a solo operator pays for depth they will not use.

How ServiceTitan handles the criteria▾

Yes

Scheduling and dispatch.

A full dispatch board against real availability.

Yes

Invoicing and payments.

Invoicing, payments, and financing.

Yes

Equipment and service history tracking.

Tracks equipment, service history, and warranties.

Partial

Captures and books inbound calls.

Call booking is available but not an AI that answers on its own.

No

Free or low cost to start.

Quote based and priced for large operations.

Yes

Automated customer texts.

Automated confirmations and reminders.

Yes

Reporting and job costing.

Deep reporting and job costing.

Yes

Mobile app for the field.

A full mobile app for technicians.

Cost: Custom quote, billed on an annual contract; priced for larger operations, so request a quote for the current figure.

3. Housecall Pro

Housecall Pro is a field service platform aimed at small to mid sized residential service shops. It covers scheduling, dispatch, automated customer texts, and easy online invoicing, and it is known for being straightforward to set up. Pricing is public and tiered. See how Housecall Pro compares with ServiceAgent.

Best for: A small to mid sized residential service shop that wants dispatch, texts, and invoicing without a heavy setup.

Key Features

• Scheduling and dispatch with a drag and drop board and technician tracking.
• Automated customer texts for confirmations, on the way alerts, and follow ups.
• Online invoicing and card payments, with financing options for the customer.
• Equipment and service history on the customer record, plus a mobile app for the field.

Pros and cons▾

Pros

• Straightforward to set up and use, so a small shop is running quickly.
• Automated texts and online invoicing are strong, which speeds up getting paid.
• Public, tiered pricing that starts at $59 a month, so the cost is clear up front.

Cons

• Reporting and job costing are lighter than ServiceTitan, so a large operation may outgrow it.
• The higher tiers and per user add ons climb, which reviewers note for a smaller business.
• No AI that answers the phone, so a missed call is still a missed record.

How Housecall Pro handles the criteria▾

Yes

Scheduling and dispatch.

A drag and drop dispatch board.

Yes

Invoicing and payments.

Online invoicing and card payments.

Yes

Equipment and service history tracking.

Equipment and service history on the record.

No

Captures and books inbound calls.

It does not answer inbound calls itself.

Partial

Free or low cost to start.

Public pricing from $59 a month but no free plan.

Yes

Automated customer texts.

Automated confirmations and reminders.

Partial

Reporting and job costing.

Reporting is solid but not deep job costing.

Yes

Mobile app for the field.

A full mobile app for technicians.

Cost: From $59/mo (Basic, 1 user, billed annually); Essentials $149/mo, Max $299/mo, with a 14 day free trial.

4. Jobber

Jobber is a clean, reliable field service tool built for solo operators and small teams. It handles scheduling, quoting, invoicing, and client communication, and it is easy to learn. It is lighter on deep reporting than the enterprise options. See how Jobber compares with ServiceAgent.

Best for: A solo operator or small team that wants clean scheduling, quoting, and invoicing.

Key Features

• Scheduling and quoting with a simple calendar and reminders.
• Invoicing and card payments, plus a client hub for the customer.
• Texting and email from the app, so client communication stays in one place.
• A mobile app so a technician runs the day from the truck.

Pros and cons▾

Pros

• Clean and easy to learn, so a solo operator is productive fast.
• Low entry price, with a Core plan at $49 a month or $21 billed annually.
• Quoting, scheduling, and invoicing in one simple flow, which suits a small team.

Cons

• Lighter reporting and job costing, so a growing operation may need more.
• Some job detail on confirmations is limited, as a reviewer notes.
• No AI answering, so calls missed during a job still slip.

How Jobber handles the criteria▾

Yes

Scheduling and dispatch.

Scheduling and simple dispatch.

Yes

Invoicing and payments.

Invoicing and card payments.

Partial

Equipment and service history tracking.

It holds client history but lighter equipment records.

No

Captures and books inbound calls.

It does not answer inbound calls.

Yes

Free or low cost to start.

A low entry plan from $49 a month or $21 annually.

Partial

Automated customer texts.

Reminders yes but some job detail is limited.

Partial

Reporting and job costing.

Basic reporting, not deep job costing.

Yes

Mobile app for the field.

A full mobile app.

Cost: From $49/mo (Core, monthly) or $21/mo billed annually; Connect $139/mo, Grow $199/mo, plus $29 per extra user.

5. Workiz

Workiz is a field service platform built around scheduling, dispatch, and phone based service, with automation and an optional AI and phone add on. It suits dispatch heavy service shops. Pricing is quote based across its Standard, Pro, and Ultimate tiers. See how Workiz compares with ServiceAgent.

Best for: A dispatch heavy service shop that wants scheduling, automation, and phone tools in one place.

Key Features

• Scheduling and dispatch with a clear board and technician tracking.
• Automation for customer follow ups and job status updates.
• Invoicing and card payments, plus a built in phone system as an add on.
• A mobile app for technicians in the field.

Pros and cons▾

Pros

• Strong dispatch and automation, so a busy service shop keeps jobs moving.
• A built in phone system ties calls to jobs, unusual for a field service CRM.
• Good operator satisfaction on public reviews, at 4.6 out of 5.

Cons

• Quote based pricing with no public rates, so the cost is not clear up front.
• The phone add on bills by the minute and per text, as a reviewer notes.
• A 7 day trial rather than a free plan, so there is no permanent free tier.

How Workiz handles the criteria▾

Yes

Scheduling and dispatch.

A full dispatch board.

Yes

Invoicing and payments.

Invoicing and card payments.

Yes

Equipment and service history tracking.

Equipment and job history on the record.

Partial

Captures and books inbound calls.

A phone add on captures calls but not an AI that books on its own.

No

Free or low cost to start.

Quote based with a 7 day trial and no free plan.

Yes

Automated customer texts.

Automated follow ups.

Partial

Reporting and job costing.

Reporting is solid but not deep job costing.

Yes

Mobile app for the field.

A mobile app for the field.

Cost: Quote based across Standard, Pro, and Ultimate tiers, with a 7 day free trial; request pricing for the current figure.

6. FieldPulse

FieldPulse is a field service platform strong on equipment tracking, scheduling, dispatch, and job costing, which suits teams that manage many units, serial numbers, and warranty dates. Pricing is seat based and quote only. See how FieldPulse compares with ServiceAgent.

Best for: A team that tracks multiple units, serial numbers, and warranty dates across properties.

Key Features

• Equipment and asset tracking with model, serial number, and warranty records.
• Scheduling and dispatch with technician tracking.
• Invoicing, payments, and job costing, with a QuickBooks integration.
• A mobile app so the field team updates jobs and equipment on site.

Pros and cons▾

Pros

• Strong equipment and asset tracking, so a shop managing many units keeps the full history.
• Job costing and reporting suit a growing operation.
• High operator satisfaction on public reviews, at 5 out of 5.

Cons

• Seat based, quote only pricing, so the cost is not public.
• The app can lag and the QuickBooks sync frustrates some users, as a reviewer notes.
• No AI answering, so a missed call is still a missed record.

How FieldPulse handles the criteria▾

Yes

Scheduling and dispatch.

A full dispatch board.

Yes

Invoicing and payments.

Invoicing, payments, and job costing.

Yes

Equipment and service history tracking.

Deep equipment, serial, and warranty tracking.

No

Captures and books inbound calls.

It does not answer inbound calls.

No

Free or low cost to start.

Seat based and quote only.

Partial

Automated customer texts.

Reminders yes but lighter automated texting.

Yes

Reporting and job costing.

Job costing and reporting.

Yes

Mobile app for the field.

A mobile app for the field.

Cost: Seat based, custom quote only; the rate depends on the seats and access a team needs, so request a quote.

How the Scores, Reviews, and Prices Were Sourced

The lineup and the operator ratings come from the ServiceAgent Living Grid. The criteria are the points the section above says to look for, and each service is scored on those same criteria, not a generic list. This keeps the article consistent from the criteria to the scorecard to each tool.

• Criteria drive everything. What to look for, the scorecard, and each tool's breakdown use one set of criteria.
• Scores are honest per vendor. A service scores high only where it earns it, and ServiceAgent carries the gap it fails.
• Every quote is tied to its source. Each review is quoted verbatim with its rating from the Grid, and ServiceAgent carries no invented rating.
• Every price was checked live. Each starting price was confirmed on the vendor's own page in September 2026, and per minute services are described by model.

How to Choose the Right CRM for home service

The best crm for home services for a home service business depends on the size of the operation and where it is losing time. Three quick questions make the pick clear.

• How big is the operation? A solo operator fits Jobber, a small to mid shop fits Housecall Pro, and a large operation that needs deep reporting fits ServiceTitan.
• Where is the money leaking? If it is missed calls, ServiceAgent captures and books the call; if it is scattered records, a full CRM fixes the back office.
• What is the budget? ServiceAgent starts free, Jobber from $49 a month and Housecall Pro from $59, while ServiceTitan, Workiz, and FieldPulse are quote based.

Final Recommendation

For a home service business, the pick tracks the size of the operation. ServiceTitan suits a large, established shop, Housecall Pro a small to mid sized one, and Jobber a solo operator. ServiceAgent sits alongside these as the one tool that answers the phone and books the call into a CRM on its own, so a shop that keeps losing jobs to voicemail can start it free.

Compare any two tools side by side on the ServiceAgent comparisons pages before deciding.

Sources

1. ServiceAgent Living Grid, capability and operator satisfaction scoring.
2. ServiceAgent comparisons, the per vendor G2 reviews and ratings.
3. Google US Search and AI Overview for the keyword, for the definition, use case breakdown, and People Also Ask.
4. Each provider's own live pricing page, checked September 2026.