Anyone could be handy if they give enough time and effort. That is why it is important for those in the handyman or field service business to set themselves apart. People need to know how valuable a professional can be, and a CRM, one with optimizing features will certainly do the trick. This article contains 8 of the best CRMs, each containing their own unique offerings to engage and retain your customer base, put you at the top when someone searches for the services you offer, and generally keep your business organized and working in its prime.

The Top 8 Best CRM Software for Handyman Businesses

  1. Jobber – Best for Quoting and Invoicing
  2. Breezeworks – Best for Scheduling
  3. Field Complete – Best Free Option
  4. Housecall Pro – Best for Sales
  5. Fieldss – Best for Convenience
  6. RazorSync – Best for Organization
  7. Field Pulse – Best Value for Money
  8. Freshlime – Best for Customer Retention

1. Jobber – Best for Quoting and Invoicing

PRICING: $39-$239 per month depending on how many users you have. Rates are lower when you commit to an annual plan. A 14 day free trial is available.

Jobber is capable of more than tripling your business profitability, it also makes getting paid easier. Their quoting and invoicing automation features pair seamlessly with online scheduling. Best of all, you can even do it on the go right from your IOS or Android smartphone. The more you simplify the technicality aspect of your business, the more time you can spend focusing on what is truly worth your time and tend to more customers.

KEY FEATURES:

  • Over 20 built-in reporting templates so you can always know how your business is doing.
  • Customer online pay and scheduling feature.
  • Online employee dispatching

REASONS TO BUY:

  • Mobile friendly.
  • Makes invoicing a breeze with batch invoicing.
  • Easy to use and learn.

REASONS TO AVOID:

  • There are quite a few instances where the payment system is lacking.

2. Breezeworks – Best for Scheduling

PRICING: Starts at $25.59 or $33.59. For a larger demographic, it is best to contact the vendor for a custom price. A 14 day free trial is available.

Understanding that your team and customers should harmonize with your business and maximize profitability, Breezeworks has expertly curated a solution in which they can be automated. By ensuring your team’s success, you’re also delighting your customers and putting their mind at ease with the live updates feature. This comes as a three-way source of communication, so you can be at ease as well, always knowing the ins and outs of your business activities.

KEY FEATURES:

  • Has a team scheduling clock in/out feature.
  • Automated tracking updates to ensure customer satisfaction.

REASONS TO BUY:

  • The scheduling and tracking features are very user friendly.
  • Quickbooks integration.
  • Great value.

REASONS TO AVOID:

  • Some have expressed a desire for inventory tracking to be implemented into the software.

3. Field Complete – Best Free Option

PRICING: Free for up to 10 people. For teams consisting of 11 people and larger the rate is $29 per user per month.

Field Complete is an all encompassing CRM platform created by contractors, for contractors. This robust piece of software believes that because the industry of field service is always changing, it should be simple. Therefore, they help you execute all of your most important business tasks such as invoicing, team tracking, and keeping work orders organized and accessible by centralizing all of their corresponding features into one easy to use CRM. Most of all, it is free to use.

KEY FEATURES:

  • Simple one-click invoicing.
  • Easy job management that enables you and your team to edit orders, attach photos and set priorities.
  • Includes embedded chatbot to help filter customer requests.

REASONS TO BUY:

  • People are praising the transparency of the team management features. Have the ability to see who created and edited work orders.
  • On the go friendly, no more having to constantly stop by the office.

REASONS TO AVOID:

  • No live GPS tracking feature.

4. Housecall Pro – Best for Sales

PRICING: Choose from $49 or $129 per month. For larger enterprises, contact the vendor for a demo and custom pricing. A 14 day free trial is available.

Let your handymen be handymen with Housecall Pro’s automation features. This allows you and your team to spend less time on repetitive duties and more on offering quality service. Leave the administrative work to this sales savvy CRM by utilizing features such as: job scheduling with GPS tracking, payment processing, automated receipts and invoices, real time customer notifications, text message capabilities, and email marketing automation.

KEY FEATURES:

  • Boost customer loyalty by implementing recurring service plans.
  • Includes a card reader.
  • Financing solutions.

REASONS TO BUY:

  • Centralized and easy to navigate.
  • Facilitates day to day operations.
  • Excellent report generation.

REASONS TO AVOID:

  • Though people are generally happy with the software, there are quite a few pitching for additions to be made in order to simplify workflow more.

5. Fieldd – Best for Convenience

PRICING: Starts at $49 per month and goes up to $249 per month. A 7 day free trial is available.

There is a reason Fieldd is so highly praised and recommended by professionals. This CRM has been rated the #1 field service software to date. With your convenience in mind, Fieldd’s features consist of various automation and customer experience tools to help you curate the perfect customer base that will stick for life. Just as Uber will connect you with the nearest driver, Fieldd connects your customers with the nearest technician. The benefits don’t end there, the software goes above and beyond with advanced quality assurance features as well, so you can ensure your business doesn’t miss a beat.

KEY FEATURES:

  • Manage job progress and have quality assurance all in the app.
  • Have your customers avoid the wait by matching them to the nearest available technician.
  • Google Calendar integration.

REASONS TO BUY:

  • Highly recommended by professionals in the field service sector.
  • Praised dispatching and scheduling system.
  • Responsive and caring support system.

REASONS TO AVOID:

  • People have complained about the administrative side of booking being lacking in simplicity.

6. RazorSync – Best for Organization

PRICING: From $60-$350 per month depending on how many users you have and what features you need. There is also an unlimited user option but this price is given when you contact the vendor. A 30 day free trial is available.

RazorSync uses field service notifications and messaging so that technicians are up to date with their work schedules. In addition, users can also store customer records including communications, notes, photos and work history all in one place. Prospective users also appreciate seeing numeric results posted on the company website to give them insight into what Razorsync can do for them in the future.

KEY FEATURES:

  • Automated billing
  • Employee workload intelligence.
  • Recurring customer database to reduce friction in scheduling.

REASONS TO BUY:

  • Set custom work statuses.
  • Information notices so technicians are always well informed before going to a customer’s home.
  • Unlimited contact storage complete with photos, videos and other data.

REASONS TO AVOID:

  • Quickbooks integration isn’t the most seamless.

7. FieldPulse – Best Value for Money

PRICING: Starts at $89 per month with an additional $30 per added user. A 7 day free trial is available.

FieldPulse empowers service professionals such as handymen to run their businesses from the convenience of their mobile phones or computers. As a feature-rich platform, their cross-device app simplifies and facilitates daily tasks, so technicians can spend less time wrapped up in paperwork. To sweeten the deal, FieldPulse also offers a top of the line dedicated support team that is available anytime you need them. They are also becoming a leading service management app internationally, by becoming a premier partner of The Reece Group in Australia and New Zealand, Australia’s largest plumbing and bathroom supplies business.

KEY FEATURES:

  • Tool for filling out PDFs.
  • Privacy protection.
  • Deploy custom tiered pricing

REASONS TO BUY:

  • State of the art functionality.
  • VOIP integration.
  • User focused design.

REASONS TO AVOID:

  • Can be glitchy when uploading large files and with Quickbooks.

8. Freshlime – Best for Customer Retention

PRICING: Not available on their website. Please contact the vendor directly to obtain pricing information.

Freshlime understands that customer loyalty is of the utmost importance to a successful business. Their mission is to give field service workers an edge when interacting with their customers. By using their features to streamline the entire service journey, you are guaranteed to have an advantage. Keep customers old and new coming back with their automated feedback feature, engagement tools, and around the clock chatbot to keep valuable business from slipping through the cracks.

KEY FEATURES:

  • Customer connection feature that works around the clock to ensure you never miss a business opportunity.
  • Advanced feedback tools to help your customers feel heard and valued.
  • Branding and engagement features to help you stay relevant and fresh in customer’s minds.

REASONS TO BUY:

  • Future savvy and oriented as they understand that most consumers prefer messaging over calling.
  • Effective relationship builder to get customers old and new to keep using your services.

REASONS TO AVOID:

  • People agree that the service is solid and currently cannot find any faults with the software.

Frequently Asked Questions

In Addition to a CRM, What Are Some Other Essential Tools to Have for My Handyman Business?

It is likely you are always out and about as a handyman, so a reliable vehicle and a navigation app is essential. Perhaps a note taking app, a credit card app and a mobile phone to host them all would also be beneficial. Though these are all great starts to building your success as a handyman, the good news is that most CRMs these days have all of these features included. These types of CRMs are designed to save you time and thus save you money, so it may be wise to do your research to see which one would optimize your workflow the most.

How Do I Get Customers for My Handyman Business?

In addition to the above question, marketing your handyman business, whether you’re building a company or working independently is crucial to gaining new and repeat customers. Unless you live in a really small town, it is not sustainable nor profitable to remain as your neighborhood handyman. Luckily, it is now common to see marketing tools and features in CRMs. They give your business a competitive edge by offering 24/7 chatbots, email templates, and messaging techniques to help your customers remember you. Best of all, most of the time these features are automated to help you focus on providing quality service and less on all of the logistics.

Can’t I Just Use Quickbooks?

You certainly could, if that works for you. However, going along with the saying, “time is money,” ask yourself if just using Quickbooks is truly simplifying your business. As your business grows, it may not be the most sustainable. If you are attached to Quickbooks, one option worth considering would be choosing a CRM that seamlessly integrates with the platform. That way you can use both pieces of software, and not only will the results prove to simplify your business, it will maximize your profits as well.

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