The best CRM for trades & home services.
Plumbers, sparkies, HVAC and home-service crews don't need a sales CRM built for software reps — they need to capture the call, quote fast, get paid and stay booked. Here's an honest look at the leading options, who each one suits, and where it stops.
IgniteOS
Editor's pick · best all-rounderThe only one on this list that runs the whole business — CRM and pipeline, plus the missed-call text-back, online booking, quotes, payments, reviews and marketing that actually keep a trade busy. The built-in AI receptionist answers and books the after-hours calls most tradies lose.
Strengths
- CRM + jobs + marketing + AI in one login, no per-seat fees
- AI voice receptionist books missed & after-hours calls
- Quotes, e-sign, deposits and reviews built in
- Trade-ready templates and automations out of the box
Worth knowing
- More than a pure scheduler — best when you also want growth
- Field-only crews may not use the marketing depth on day one
Jobber
Best for field schedulingPurpose-built field-service software with excellent scheduling, dispatch, quoting and invoicing. Loved by crews who live in the calendar — but it stops at the job and leaves marketing and lead-gen to other tools.
Strengths
- Clean scheduling, dispatch and job tracking
- Solid quoting and invoicing for field work
- Mature mobile app for crews
Worth knowing
- Limited marketing CRM and no AI receptionist
- You'll bolt on email, reviews and funnels separately
ServiceM8
Best for small AU crewsA lightweight, popular choice for small Australian trades — quoting, scheduling and invoicing with good Xero ties. Great if you're tiny and just need the job side; thin on pipeline, automation and growth.
Strengths
- Simple, affordable for one to a few users
- Strong Xero / accounting integration
- Job cards, photos and checklists on mobile
Worth knowing
- Little marketing, reviews or lead capture
- Caps out as you try to grow beyond the basics
HubSpot
Best for sales-heavy opsA powerful marketing-and-sales CRM, but built for office sales teams, not vans. Overkill (and expensive) for most trades, with no job scheduling or field tooling — you'd still need separate software for the actual work.
Strengths
- Deep pipeline, email and reporting
- Huge integration ecosystem
Worth knowing
- No scheduling, dispatch or job management
- Gets expensive fast as contacts and seats grow
Tradify
Best for quoting & timesheetsJob-management software focused on quotes, timesheets and invoicing for trades. Tidy for the back office, but it's a job tool rather than a CRM — there's no real marketing engine or AI to win the next job.
Strengths
- Good quoting, job costing and timesheets
- Accounting integrations
Worth knowing
- No marketing CRM, reviews or AI reception
- Lead capture and follow-up live elsewhere
How we judged these
Trades don't lose money on scheduling — they lose it on the call that rang out, the quote that was never chased and the review that was never asked for. So we weighted each tool on the full journey: capturing the lead (missed-call text-back, web and after-hours), winning the job (fast quotes, e-sign, deposits), getting paid, and staying booked (reminders, reviews, follow-up) — not just how well it fills a calendar. IgniteOS tops the list because it's the only option that does all four in one system; the others are excellent at their slice of it.
The CRM that wins the next job, too.
Book a 20-minute demo and we'll set IgniteOS up around how your crew actually works.