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Service CRM Guide

How we compare

Every price and every feature comes from a tool's own pages, and is worked out the same way for every tool. This page says how.

Where the data comes from

The list holds 28 tools: 22 field service tools and 6 CRMs. 19 show a public price, and 9 are sold on request.

Our source is each tool's own website: its pricing page, its feature pages and its help center. The pages were read between October 13, 2026 and October 16, 2026. Review sites, ranked lists and resellers are not used.

All prices are in US dollars and leave out tax. Nothing here comes from trying the tools. The site shows no ratings or scores, and each tool's own pages are the only source.

Open a tool's details to see the pages its facts came from and the day each was read.

The 28 pricing pages

How a monthly total is worked out

Each price you see is what the whole team you set would pay for one month.

  • Billed yearly means the monthly price of a plan you pay for a year at a time. Month to month is the price when you pay each month.
  • When a tool lists only a monthly price, we show that and say month to month. If a page gives one price and does not say how it is billed, we treat it as month to month. We never pass a monthly price off as a yearly one.
  • A plan billed per user costs one user's price times your team. A flat plan has a set number of users in its price. A larger team moves up to the smallest package that holds it, or pays for each added user where the tool sells them. Where it sells neither, the plan is out for that team.
  • A plan with no cap on users says so.
  • A free plan stays out of the list until you ask for it.
  • If you make an add-on feature a must-have, its price joins the total. It is billed month to month unless the tool lists a yearly price for it.

Month to month only (5 of the 19 tools with a public price): Kickserv, ServiceM8, Tradify, Yardbook and ZenMaid. None of these lists a yearly price.

Price not confirmed means the figure is not on the tool's own US pricing page as we read it. The source may be an archived copy of the page, or a page meant for another country, or two pages of the tool may disagree. The plan says so in its details.

Plans with a price not confirmed (7 of the 19 tools with a public price): Housecall Pro, HubSpot, Jobber, Kickserv, Nutshell, Pipedrive and Zoho CRM.

Tools sold on request

9 of the 28 tools show no price on any plan. You get a price by talking to sales. They are in the list, and a missing price never counts against them.

They sit in a group of their own, below the tools with a public price. The group holds each tool that has every must-have you chose, either built into the plan shown or sold with it as an extra. A tool that lacks one moves to the tools that do not fit, with the reason.

When the price is not per user

Priced by volume: Joist, ServiceM8, ZenMaid and Zoho FSM. For these tools the price follows the jobs, appointments or documents (quotes or invoices) in a month, so a busier month can move you up to a bigger package. The jobs a month box in the comparison starts at 40.

No tool's pages give a typical month for a business like yours, so each kind of business below has a round figure of our own. It only moves the price of the tools that count jobs, appointments or documents.

Each plan covers a number of jobs in its price. Past that number you pay for the next package up, or for each extra job where the tool sells them. If the tool sells neither, the plan does not fit a busy month.

Counted in appointments: ZenMaid and Zoho FSM. A job that needs two visits counts as two.

Counted in documents (quotes or invoices): Joist. Each quote and each invoice counts as one document. We take the jobs a month figure as the number of documents, so a job with both a quote and an invoice uses more than the figure says.

Priced by route: GorillaDesk. The comparison counts every person on your team as a route, so a team with office staff reads high. The tool's row says so.

  • GorillaDesk: the price list goes up to 30 routes, so a bigger team does not fit.

Included, add-on or not confirmed

Every feature of every plan is in one of five states. Every state has a shape and a word of its own, so colour alone never says which it is.

The five states of a feature
StateWhat it meansCounts as a must-have?
IncludedA page of the tool's own site shows the feature on this plan.Yes.
Add-onSold as an extra, over and above the plan. Its price is shown when the tool's pages give one.Yes, and its price joins the total. With no price listed, a tool that has public prices is ruled out.
Higher planThe tool's pages show the feature, but only from a plan higher up. The tool's details name that plan.No, not on this plan.
NoThe tool's own page says it does not offer the feature, or sells it as a separate product.No.
Not confirmedWe could not confirm it. A page may leave out the plan, the price or part of what the feature has to do. Two pages may disagree, or we may have found nothing.No. A feature that is not confirmed never counts as a match.

When a page does not name the plan

We place a feature on a plan when a page of the tool's own site names that plan for it.

Often a page shows a feature and names no plan. Then we read the whole pricing page. If nothing there or in the help moves the feature to a higher plan or sells it as an add-on, we place it on the tool's first plan. The note on that feature then starts with "Plan floor: not named".

If the pricing page was not read in full, or part of what the feature has to do is missing, the feature stays not confirmed. The note says what is missing. A partial match is treated the same way, with a note that starts with "Partial".

A no needs the tool's own page to say so. A feature we find nothing about reads not confirmed.

What counts as a feature

A tool has a feature only when every part of its test is met on a page of the tool's own site. A page that merely lists the feature does not meet it.

The test for each of the 18 features
FeatureWhat has to be true
QuotesYou can write a priced quote or estimate in the tool and send it to the customer, with signing counted as its own feature.
Product & service catalogYou keep a saved list of products and services with prices and pick from it when you write a quote or an invoice, and a price typed in by hand each time does not count.
Quote optionsOne quote can offer two or more priced options to pick from, and a single price with optional extras does not count.
E-signatureThe customer signs or approves a quote or contract on screen inside the tool, and a printed PDF signed by hand does not count.
SchedulingYou can book a job on a calendar at a set time and give it to a named person, and a task with only a due date does not count.
Dispatch boardThe office has a board with a row or column per named person, where jobs move by time of day, and a bare mention of dispatching does not count.
Recurring jobsA job can repeat weekly, monthly or on another schedule, and the tool creates the future visits, while a repeating invoice alone does not count.
Customer remindersThe tool sends the customer a reminder or on-my-way message by text or email before a booked visit, and staff-only reminders do not count.
Mobile appThere is an app for iPhone or Android, and a website that merely works on a phone does not count.
Text messagesYou can text customers, and read their replies, without leaving the tool.
InvoicesYou can create and send an invoice from inside the tool, and sending one only through a linked accounting tool does not count.
Online paymentsThe customer can pay an invoice online with a card or a bank transfer, and a payment that you mark as paid yourself does not count.
QuickBooks syncThe tool connects to QuickBooks Online or Desktop by itself, and a connection that needs Zapier does not count.
Sites per customerOne customer can have a list of addresses, and every address keeps its own jobs and notes.
Service historyThe tool keeps a record of past visits and the work done, for each customer, site or item.
Service remindersYour staff get a prompt when a customer is due another service or a repeat sale, based on what was sold or the last visit.
Equipment trackingEquipment or installed units are recorded at a customer site, so you can see what is there.
Customer portalCustomers log in, or follow a link, to see their quotes, invoices or job history and act on them.

The kinds of business

Each kind has a team size, a jobs figure and a list of needs. The needs are written from the work the business does, before any tool is looked at.

The kinds of business, their team and what they need
Kind of businessTeamJobs a monthWhat it needs
Solo owner-operator1 user40Quotes, Invoices, Online payments and Mobile app
Home-service crew5 users150Scheduling, Quotes, Invoices, Online payments, Text messages and Mobile app
Recurring routes4 users200Scheduling, Recurring jobs, Customer reminders, Online payments and Mobile app
Business clients with several sites6 users60Quotes, Invoices, Sites per customer, Service history and Service reminders
Project and install contractor3 users20Quotes, Quote options, E-signature, Invoices and Online payments

Choosing a kind fills in its team size and jobs a month, and ranks the tools by how many of its needs each one covers. It never hides a tool. The team and jobs figures are round numbers of our own for a business of that kind.

A need counts as covered when the plan has it built in, or sells it as an extra with a price on the page. A need without a confirmed record, or an extra with no price, is not covered.

Must-haves work the other way. You choose them, and any tool without one is shown as not fitting. One button, "Make these must-haves", switches all of the needs of the kind on for you.

How the list is ordered

  • Tools land in one of three groups: those with a public price that fit, those sold on request that have every must-have, and those that do not fit.
  • Lowest price puts first the tool with the lowest monthly total among those that fit. If two cost the same, the one that covers more of the needs of the kind you chose goes first, then A to Z.
  • Covers the most ranks by how many features a plan includes. A lower total comes next, and A to Z settles any tie. With a kind chosen it is called Closest fit and ranks by the needs of that kind first.
  • Tools with the same figure share a place, and A to Z orders them within it.
  • Each tool appears on one plan only. For the price sort that is the plan with the lowest total that fits, or the one that covers more if two cost the same. For the cover sort it is the plan that covers the most, or the cheaper of two that cover as much.
  • Tools that do not fit are ordered by how many of your must-haves they have, and each says why it is out.
  • Every tool shows two reasons it fits and two it does not. A line names the plan or the add-on when the feature starts there.
  • The order reads prices and features only. Nothing is placed by hand.

What is not listed

Skimmer and Swept are not listed. Skimmer prices by the locations you service, and Swept by a band of locations. The comparison prices per user and by the jobs in a month, and not per location, so it cannot price either of them yet.

A tool that is not on the list has not been judged either way.

Corrections

See a price or a feature that looks wrong? Email hello@crmforservicebusiness.com. Name the tool, the price or the feature, and the page of the tool's own site that shows it.

If the record is wrong it is changed, and the day the tool was read changes with it. Prices change, so each tool shows the day we read its pages.

Price your own team

Set your team size, your billing and your must-haves, and read what each tool would cost you by these rules.

Open the comparison