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The stack for HVAC, plumbing, electrical and other service trades

Service businesses run on the phone and the schedule. Most start with a field service system and add call handling and marketing around it.

Our analysis of how to sequence software for this kind of business, not a recommendation of any product. Under each step are the directory’s tools in those categories that list home service trades as an audience, alphabetically. See everything for home service trades →

  1. 1

    Answer every call

    A missed call goes to the next company on the list.

    Phone, chat & AI receptionists Buyer’s guide

    Avoca AI AI front-office platform for home and field service companies that answers calls, texts and web chats, books jobs, runs follow-up campaigns and scores calls for coaching. Quote on request Goodcall AI AI answering service and virtual receptionist for small businesses that answers calls, captures leads, books appointments and logs caller details, built and edited through an agent called Gabi. Published pricing LeadTruffle AI Lead-response and booking platform for home service contractors that gathers paid and website leads into one inbox and uses AI to respond, qualify, follow up and text back missed calls. Quote on request Rosie AI AI call answering service for small businesses that takes messages, answers questions from your FAQs, filters spam calls and, on higher plans, books appointments and transfers calls. Published pricing Free trial Ruby AI Virtual receptionist and managed live chat service in which live receptionists answer calls and chat with website visitors on a business's behalf, including for roofers, plumbers, HVAC firms and contractors. Published pricing Sameday AI AI phone answering and front-office platform for home services businesses that answers calls, books jobs, follows up with customers and syncs with field service software. Starting price listed Smith.ai AI Phone answering service offering AI receptionists, live human agents or a hybrid of both, with call intake, appointment booking and transfers; the company has pages for home services and contractor businesses. Free plan + paid tiers Free plan
  2. 2

    Schedule, dispatch and invoice

    The core system: customers, jobs, technicians, quotes and invoices.

    Field service & dispatch Buyer’s guide

    FieldEdge Field service management software for contractors, covering scheduling, dispatch, quoting, invoicing, payments and a technician mobile app. Quote on request FieldPulse AI Field service management software for trade and home service businesses, with scheduling, dispatch, work orders, estimates, invoices, payments and a mobile app. Quote on request Housecall Pro AI Business management platform for home service companies, with scheduling and dispatch, estimates, invoicing, payments and a mobile app. Published pricing Free trial Jobber AI Field service management software covering quoting, scheduling, invoicing, payments and client communication for service businesses. Published pricing Free trial Service Fusion AI Field service management software for trade contractors, with scheduling and dispatch, estimates, invoicing, payments, GPS tracking and a technician mobile app. Published pricing ServiceM8 AI Job management software for trades and service contractors, with scheduling, dispatch, online booking, quoting, invoicing and field payments on iOS and Android. Free plan + paid tiers Free planFree trial Workiz AI Field service management software for home service businesses, covering scheduling and dispatch, estimates, invoicing, payments, phone and messaging, and marketing. Quote on request Free trial

    Residential, remodeling & trades Buyer’s guide

    No tool in this category lists home service trades as an audience yet. See all 10.

  3. 3

    Grow the book

    Reviews, lead follow-up and repeat business.

    Leads, CRM & marketing Buyer’s guide

    Birdeye AI Platform of AI agents for multi-location brands covering reviews, listings, social, messaging, appointments and customer-experience surveys; home services is one of the industries it lists. Quote on request CompanyCam AI Photo and video documentation app for contractors and trade businesses, with galleries, annotations, reports, on-site payment requests and a Marketing Suite that turns project photos into marketing content. Starting price listed Free trial Hatch AI AI communications platform for the trades that answers and qualifies customer calls, texts and emails for home-service and home-improvement businesses and books appointments. Quote on request Podium AI AI lead generation and management platform for local businesses, with a product called AI Employee that handles inquiries through to booking; home services is one of its listed industries. Quote on request
  4. 4

    Collect and account

    Payments, financing for larger repairs, and a clean handoff to your accountant.

    Finance, payments & back office Buyer’s guide