CRM and marketing
GoHighLevel
The system our whole operation runs on — contacts, pipelines, automated follow-up, appointment booking, review requests and the AI chat agents. If you're paying separately for a CRM, an email tool, a booking calendar and a review platform, this replaces all four.
- Best for
- Service businesses juggling leads across texts, calls, Facebook messages and sticky notes
- Not for
- A one-person operation with under ten customers a month — it's more system than you need
- Worth knowing
- There's a learning curve. Budget a weekend, or have someone set it up for you
Field service management
ServiceTitan
Built specifically for the trades — HVAC, plumbing, electrical, roofing, pest control, landscaping. Scheduling, dispatching, invoicing and job costing in one place, designed around crews and trucks rather than generic sales pipelines.
- Best for
- Established home service companies running multiple trucks and techs
- Not for
- Owner-operators and two-person shops. It's serious software at a serious price
- Worth knowing
- They'll want you on a demo before quoting. Go in knowing your job volume
Not sure which fits? Get in touch and we'll tell you honestly — including if the answer is neither.