Best CRM for Home Service Businesses

This guide covers the best CRM options for home service businesses like pressure washers, landscapers, and handymen. Managing quotes, jobs, and payments can be overwhelming, and CRM tools can help streamline these processes.

Why You Need a CRM

• Handling quotes, jobs, invoices, payments, photos, and follow-ups in a single tool.
• More efficient than using basic phone calendars and notes apps.

CRM Options Compared

1. Quote IQ

   • Quoting and Booking: Offers Insta Quote and Insta Schedule for seamless, automated job booking.
   • Field Use: Mobile-first design, convenience in quotes, communications, and job management.
   • Team Communication: Client hub feature for centralized communication and job details.
   • Virtual Call Team: Real humans answering missed calls.
   • Job Photos and Proof: Quote IQ Cam for storing and comparing job photos.
   • Business Growth: Automated review requests and dashboard analytics.
   • Pricing:
     • Starts at $29.99/month for one user.
     • Pro and Elite plans offer expanded features and user access.
   • Additional Features: Includes an optional AI website builder.

2. Jobber

   • Quoting and Booking: Requires additional software for full serve workflow.
   • Field Use: Good app, but may feel more suited for office use in larger teams.
   • Team Communication: Offers texting but needs workflows or integrations.
   • Additional Services: Requires third-party tools for certain features.
   • Pricing: Starts at $39/month, can go up to $599/month for multiple users.

3. House Call Pro

   • Quoting and Booking: Offers quoting tools with limited automation.
   • Field Use: Usable but can get cluttered for larger operations.
   • Team Communication: Texting services available with integration needs.
   • Pricing: Starts at $79/month, substantial cost for comprehensive features.

4. Market

   • Quoting and Booking: Manual processes for quoting and scheduling.
   • Field Use: Simple interface, lacks automation and integration.
   • Team Communication: Basic communication features.
   • Pricing: Appears inexpensive but charges for additional users and tools.

Recommendations

• For Large Operations: Jobber or House Call Pro could be ideal despite higher costs.
• For Solopreneurs: Marquet offers basic invoicing but may not support growth.
• Best Overall for Field Workers: Quote IQ is user-friendly, comprehensive, and sensibly priced.

Quote IQ stands out for its automated features, ease of use in real-world scenarios, and affordability. If interested, a trial link is available in the description.