Running a home service business like painting, remodeling, or roofing? These 8 tools can help you save time, reduce manual work, and improve customer satisfaction. From scheduling to client communication, these platforms automate repetitive tasks and streamline your operations.
Key Tools and Features:
- DripJobs CRM ($97/month): Automates follow-ups, job tracking, and client messaging.
- Housecall Pro ($49/month): Offers drag-and-drop scheduling, real-time GPS tracking, and automated reminders.
- Acuity Scheduling ($16/month): Simplifies appointment booking with a self-service portal and color-coded calendars.
- Homebase ($19.95/month): Manages team schedules, time tracking, and compliance.
- App Solve (Custom pricing): Centralizes scheduling, automates updates, and integrates with essential business tools.
- ZenMaid ($49/month): Handles scheduling, invoicing, and client updates for cleaning and service businesses.
- ClickUp ($5/user/month): Combines task management, scheduling, and client communication.
- Zapier ($19.99/month): Connects apps to automate workflows and reduce admin work.
Quick Comparison Table:
| Tool Name | Core Features | Starting Price | Best For | Key Integrations |
|---|---|---|---|---|
| DripJobs CRM | Automated follow-ups, scheduling, messaging | $97/month | Contractors, home services | QuickBooks, Google Cal |
| Housecall Pro | Scheduling, invoicing, payment processing | $49/month | Contractors, field teams | QuickBooks, Stripe |
| Acuity | Appointment booking, reminders, client portal | $16/month | Service-based businesses | QuickBooks, FreshBooks |
| Homebase | Team schedules, time tracking, payroll | $19.95/month | Small teams, home services | QuickBooks, Gusto |
| App Solve | Scheduling, client updates, integrations | Custom pricing | Various industries | Multiple ERPs |
| ZenMaid | Scheduling, invoicing, reminders | $49/month | Cleaning, service businesses | QuickBooks, Stripe |
| ClickUp | Task management, scheduling, collaboration | $5/user/month | All industries | Zapier, Gmail, Stripe |
| Zapier | Workflow automation, app integrations | $19.99/month | All industries | 5,000+ apps |
These tools help you automate tasks, improve communication, and focus on delivering better services. Choose the ones that fit your business size, industry, and budget.
7 Best CRM for Service Businesses (Ranked by Categories & Best Use Cases)
1. DripJobs CRM
DripJobs CRM is tailored for home service businesses like painting, remodeling, and roofing. Starting at $97 per month, it helps contractors tackle common challenges by focusing on efficiency and automation.
Automation Features
DripJobs CRM automates tasks such as follow-ups, deal tracking, and client messaging. It uses timed sequences to send scheduled messages, ensuring consistent communication with customers.
"DripJobs' automated follow-ups have transformed his business by keeping customers informed at every step, significantly improving customer service and setting his business ahead of the competition", says Skylar Stewart of PGH Painters.
The platform also includes scheduling tools to make daily operations easier.
Schedule Management
DripJobs offers separate calendars for consultations and jobs. This makes it simple to distinguish between initial meetings and project execution while tracking customer progress from start to finish.
Connected Software
DripJobs works seamlessly with several popular tools to expand its capabilities:
| Integration Partner | Benefit |
|---|---|
| Zapier | Automates workflows |
| HomeAdvisor | Manages leads |
| QuickBooks | Tracks finances |
| Google Calendar | Syncs schedules |
Client Messages
With DripJobs, businesses can send and receive SMS messages using a dedicated number. It automates tasks like confirmations, updates, follow-ups, and review requests. The built-in Chat feature logs all messages in real time, making communication faster and more efficient.
2. Housecall Pro
Housecall Pro is a field service management tool designed for home service businesses, starting at $49 per month.
Automation Features
This platform takes care of repetitive tasks with its lead pipeline management system, tracking customer interactions from the first contact to job completion. It also automates SMS and email campaigns to help you stay connected with customers effortlessly.
Schedule Management
Housecall Pro simplifies scheduling with a user-friendly drag-and-drop interface, making job assignments easier and avoiding conflicts. Real-time GPS tracking lets dispatchers monitor field workers, optimize routes, and handle last-minute changes smoothly.
| Feature | What It Does |
|---|---|
| Real-time GPS Tracking | Helps optimize routes and provide accurate ETAs |
| Drag-and-drop Calendar | Prevents double bookings and scheduling conflicts |
| Mobile App Access | Lets technicians manage their schedules on the go |
| Automated Reminders | Reduces no-shows and keeps appointments on track |
Scheduling tools work hand-in-hand with integrations to create an efficient workflow.
Connected Software
Housecall Pro syncs invoices and expenses directly with QuickBooks, cutting down on manual data entry and minimizing accounting errors. This is especially useful for businesses with multiple service teams to manage.
The platform also includes features to improve customer communication.
Client Messages
Housecall Pro offers a self-service portal where clients can book appointments, check service history, and make payments. Automated "on my way" notifications and real-time chat reduce the need for phone calls or emails, keeping things simple for both businesses and customers.
Recent data shows that businesses using Housecall Pro report an average 28% boost in revenue and a 30% drop in administrative work, making it a powerful tool for streamlining operations.
3. Acuity Scheduling
Acuity Scheduling, starting at $16 per month, simplifies appointment management for businesses of all sizes.
Automation Features
Acuity Scheduling reduces admin tasks with smart automation. Its self-scheduling system allows clients to book appointments independently, cutting no-shows by up to 95%[1]. It also handles time zone adjustments automatically, making it ideal for businesses operating across regions.
Schedule Management
The platform's color-coded calendar makes it easy to differentiate between service types, while its mobile app (available for iOS and Android) lets team members update schedules on the go.
| Feature | Benefit |
|---|---|
| Color-Coded Calendar | Quickly identify service types at a glance |
| Mobile App | Update and manage schedules from anywhere |
| Custom Intake Forms | Collect specific details before appointments |
| Time Zone Adjustments | Automatically converts times for accurate bookings |
Connected Software
Acuity Scheduling integrates seamlessly with popular tools to boost efficiency. It connects with accounting software like QuickBooks and FreshBooks, simplifying financial workflows. It also integrates with websites for smooth online booking. Since being acquired by Squarespace in 2019, its integration options have expanded significantly, offering even more flexibility for businesses.
Client Messages
With automated reminders and a client portal, Acuity makes communication effortless. The portal allows customers to manage their appointments, view proposals and invoices, and even make payments. Businesses using these features have seen an average 25% increase in bookings, thanks to the improved customer experience.
4. Homebase
Homebase stands out by focusing on workforce management while also improving day-to-day operations. Starting at $19.95 per month, it offers tools like scheduling, time tracking, and team communication to cut down on admin tasks.
Automation Features
Homebase simplifies scheduling by factoring in employee availability and job requirements. It also handles time tracking and attendance monitoring automatically. Plus, its compliance tools help businesses stick to labor laws without constant manual checks.
This emphasis on compliance and accurate time tracking is especially helpful for home service businesses that rely on smooth operations.
Schedule Management
Homebase’s scheduling system makes it easy for managers to create and adjust work schedules. Its mobile app gives team members access to features like:
| Feature | Benefit |
|---|---|
| Clock In/Out | Log work hours directly from job sites |
| Schedule Access | View and request shift changes |
| Availability Updates | Update availability in real time |
| Team Communication | Chat with colleagues and managers |
Connected Software
Homebase works seamlessly with:
| Integration Type | Partners |
|---|---|
| Payroll | QuickBooks |
| Benefits | Gusto |
Communication Tools
Homebase ensures clear communication between managers and field teams. Features like automated reminders and real-time updates help prevent no-shows and keep everyone on the same page.
Homebase reports that businesses using its platform save about 10 hours a week on admin work. This extra time can be reinvested into growing the business and delivering services. With a 4.5-star rating on Capterra and G2, Homebase has proven to be a reliable tool for home service providers looking to streamline their operations.
5. App Solve
App Solve simplifies home service operations by combining automation, scheduling, and integration into one platform.
Automation Features
App Solve reduces the need for manual work with its automation tools. It handles client follow-ups automatically, assigns tasks, and tracks job progress. By taking care of repetitive tasks, it allows teams to focus on more important responsibilities. These automation tools work seamlessly with its scheduling system.
Schedule Management
With a centralized scheduling system, managing appointments becomes easier. It helps coordinate resources and prevents scheduling conflicts.
Integrated Tools
App Solve works with essential business tools like accounting software, payment systems, and customer relationship management platforms. This reduces the need for manual data entry and brings key processes together. Its integrations also enhance timely and clear communication with customers.
Client Communication
Keeping customers informed is key to a great experience. App Solve supports this with automated text and email updates. Plus, its customer portal gives clients access to proposals, invoices, and scheduling details, ensuring they stay informed about their service requests.
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6. ZenMaid
ZenMaid takes automation and scheduling to the next level. Initially created for cleaning services, it now helps home service businesses cut down on administrative tasks and focus more on their core work.
Automation Features
ZenMaid handles repetitive tasks like client follow-ups, scheduling reminders, and task assignments. With a strong 4.8/5 rating from over 1,200 Capterra reviews[1], users praise how it simplifies day-to-day management.
Schedule Management
Managing schedules is a breeze with ZenMaid. It allows you to create appointments, assign tasks, and track progress, helping reduce conflicts and improve workflow.
Connected Software
ZenMaid integrates smoothly with other essential tools to expand its capabilities:
| Integration Partner | Purpose |
|---|---|
| QuickBooks | Handles accounting needs |
| Stripe | Simplifies payment processing |
| Google Calendar | Syncs schedules effortlessly |
Client Communication
ZenMaid keeps customers in the loop with automated text and email updates about appointments and job progress. Its mobile app also allows teams to manage communications on the go. Pricing starts at $49 per month.
7. ClickUp
ClickUp is a project management platform tailored for home service businesses. With a 4.5/5 rating from over 10,000 G2Crowd reviews, it's a go-to solution for industries like painting, remodeling, and roofing.
Automation Features
ClickUp simplifies repetitive tasks with custom automation. For instance, when a new job is added, it can automatically:
- Create detailed task checklists for your team
- Schedule follow-up reminders or communications
These tools help keep scheduling and communication running smoothly.
Schedule Management
Managing appointments is easy with ClickUp’s drag-and-drop scheduling feature. Its real-time calendar syncs across all devices, ensuring field teams are always up-to-date with the latest changes.
Integrations with Essential Tools
ClickUp connects with a range of software, making it more versatile for business needs:
| Integration | Benefit | Example Use |
|---|---|---|
| QuickBooks | Manage finances | Automatically create invoices |
| Zapier | Automate workflows | Sync tasks across platforms |
| Gmail | Improve communication | Track client emails |
| Stripe | Simplify payments | Automate invoice payments |
These integrations ensure smooth data sharing and keep client updates accurate and timely.
Client Communication
ClickUp enhances client communication with automated updates and notifications. The mobile app also allows field teams to share progress in real time, keeping everyone in the loop.
With pricing starting at $5 per user per month, ClickUp delivers strong value. It's trusted by over 1 million users across 100,000 teams. According to research from PMI, 77% of high-performing projects rely on project management software, emphasizing the efficiency and cost-saving benefits ClickUp provides.
8. Zapier
Zapier is a game-changer for home service businesses looking to cut down on repetitive tasks. This automation tool connects over 5,000 apps, helping 5 million users worldwide streamline their operations. Here's how it can make your day-to-day work easier.
Automation Features
Zapier uses custom workflows called "Zaps" to save up to 20 hours a week by automating tasks. For instance, if a new lead comes in through a contact form, Zapier can:
- Add a new client record to your CRM
- Schedule a follow-up task in your project management tool
- Send a personalized welcome email to the lead
Connected Software
Zapier integrates with a wide range of tools that are essential for home service businesses. Here’s a quick look at some of its most popular connections:
| Software Type | Popular Integrations | How It Helps |
|---|---|---|
| CRM | DripJobs, Housecall Pro | Automatically routes leads and updates contact info |
| Scheduling | Acuity, Homebase | Keeps calendars synced in real time |
| Project Management | ClickUp, Trello | Creates tasks and notifies your team |
| Communication | Gmail, Slack | Sends client updates and team alerts automatically |
Client Messages
Zapier also simplifies client communication by automating messaging workflows. This ensures consistent follow-ups without the need for manual input. Starting at $19.99/month, the Starter plan handles up to 750 tasks per month, making it a budget-friendly option for growing businesses. With over 100 million tasks automated every month, Zapier helps reduce errors and frees up your team to focus on what they do best.
Rated 4.5/5 on Capterra from more than 5,000 reviews, Zapier is a reliable tool that helps home service businesses deliver better service while minimizing administrative work.
Tool Features at a Glance
Here's a quick comparison of popular tools to help you streamline your operations:
| Tool Name | Core Features | Starting Price | Best For | Notable Integration |
|---|---|---|---|---|
| DripJobs CRM | Automated follow-ups, pipelines, job scheduling, proposal creation, estimating | $97/month | Home-service businesses, contractors | QuickBooks, Google Calendar, Zapier |
| Housecall Pro | Scheduling, invoicing, payment processing, customer communication | $49/month | Home-service businesses, contractors | QuickBooks, Stripe |
| Acuity Scheduling | Scheduling, appointment reminders, client communication | $16/month | Service-based businesses, consultants | QuickBooks, FreshBooks |
| Homebase | Time tracking, scheduling, payroll processing | $19.95/month | Small businesses, home-service providers | QuickBooks, Gusto |
| App Solve | Custom app development for businesses | Custom pricing | Various industries | Multiple ERPs |
| ZenMaid | Scheduling, invoicing, customer communication for cleaning services | $49/month | Cleaning services, home-service providers | QuickBooks, Stripe |
| ClickUp | Task management, project management, team collaboration | $5/user/month | Various industries | Zapier, Gmail, Stripe |
| Zapier | Workflow automation, integration with other tools | $19.99/month | Various industries | 5,000+ apps |
When choosing the right tool, consider these factors:
- Business Size: Small businesses might find Homebase or ClickUp more suitable, while larger or growing operations might benefit from DripJobs' extensive features.
- Industry Focus: Some tools cater to specific industries, like ZenMaid for cleaning services, while others, like Zapier, work across multiple sectors.
- Integration Needs: Look for tools that work seamlessly with your existing software.
- Budget: Lower-cost options may cover the basics, but premium tools often bring more advanced capabilities.
Selecting the right combination of tools can help you cut down on admin tasks and improve your overall productivity.
Streamlining Home Service Operations with Tools
Tools that save time can revolutionize home service businesses by automating repetitive tasks and improving how you communicate with customers. This not only makes your operations smoother but also keeps clients happy with better service delivery.
To make the most of these tools, start by selecting ones that fit your specific needs. For instance, a solid CRM system can immediately help you automate tasks and organize communication. Experts agree that combining automation with customization is key to boosting efficiency.
Here’s how to get started:
- Evaluate Your Workflow: Pinpoint tasks or areas where automation can make the biggest difference, such as scheduling or customer follow-ups.
- Start Small: Focus on one essential tool to tackle your main challenge. If communication is a problem, try automated messaging to keep in touch with clients effortlessly.
- Choose Tools That Integrate Well: Look for platforms that sync with tools like QuickBooks or Google Calendar. This ensures everything works together smoothly.
These steps can help you introduce automation without a hitch. While there’s an upfront cost, the time saved and the boost in customer satisfaction often outweigh the investment.
As the home service industry grows and changes, staying ahead means adopting tools that let you work smarter, not harder. Whether you’re a painting contractor, remodeler, or roofer, these tools free you up to focus on providing top-notch service instead of getting bogged down by admin work.
Take advantage of free trials, explore your options, and train your team so the tools you choose truly benefit your business. When used effectively, they become powerful resources for growth and streamlining operations.
FAQs
What is the best CRM for a service business?
The best CRM for your service business depends on what you need. Here are some top options to consider:
- DripJobs CRM: Tailored for home service professionals, it starts at $97 per month. It includes features like automated follow-ups, pipeline management, integrated payments, two-way texting, and integrations with QuickBooks and Google Calendar.
- Housecall Pro: A great choice for businesses that require real-time dispatching and detailed job tracking.
- HubSpot CRM: Ideal for larger operations that need advanced customization. However, it might feel too complex for smaller businesses.
"There's no greater asset in life than your time, and DripJobs helps you save it :)" – Tanner Mullen
When choosing a CRM, keep these factors in mind:
- How well it integrates with your current tools
- Mobile accessibility for field teams
- Ease of use for your staff
- Features for customer communication
- Pricing that fits your business size
Starting with a service-focused CRM like DripJobs or Housecall Pro can simplify your operations and save time. The right CRM not only automates communication but also works seamlessly with the tools you already rely on.
