CRM & Field Service Software
Any contractor who is losing track of leads, estimates, or follow-ups. If you have ever forgotten to call back a customer who asked for a quote, you need a CRM.
Do this first
Pick one system and enter every lead from today forward. Set a follow-up reminder for every open estimate. Check it every morning.
- 1.Choose one platform — do not split between multiple tools (scheduling, invoicing, CRM should be in one place)
- 2.Set up your service types, pricing, and service area in the system
- 3.Enter every lead the same day you receive it — name, phone, address, what they need
- 4.Create estimates in the system (not on paper or in your head)
- 5.Set automatic follow-up reminders: 48 hours after estimate, then 7 days
- 6.Use the mobile app in the field: update job status, add photos, and collect signatures on-site
- 7.Track where each lead came from (Google, referral, yard sign, Nextdoor, etc.)
- 8.Review your pipeline every Monday: how many open estimates, what needs follow-up, what closed
- 9.Set up online booking if your platform supports it — it reduces phone tag
- 10.Connect invoicing so estimates convert to invoices with one click
Cheapest path
Use a Google Sheet with columns: Date, Name, Phone, Address, Service Needed, Estimate Amount, Status, Follow-up Date, Lead Source. This works fine for under 5 leads per week. Upgrade when you start losing track.
Tools to compare
Not endorsements or paid placements. Compare these and other providers.
Solo operators and small crews. Scheduling, quoting, invoicing, and CRM in one clean interface. Verify current pricing at getjobber.com.
When to use: You are a 1–3 person team doing residential work and want one simple system.
Visit site ↗Online booking, automated follow-ups, review requests, customer financing. Verify current pricing at housecallpro.com.
When to use: You want marketing automation and online booking built in, or you offer customer financing.
Visit site ↗Enterprise dispatch, technician performance tracking, call booking, revenue analytics. Custom pricing.
When to use: You have 5+ techs, a dispatch team, and need per-tech performance data.
Visit site ↗Educational guidance only. Pricing shown is approximate — verify current rates with each provider. Software mentions are for reference, not endorsements. Compare options, request demos, and verify fit for your business.