Frequently Asked Questions

CRM costs vary widely: Jobber starts at $49/user/month, while ServiceTitan runs $299/tech/month plus setup fees. Use our ROI calculator to see total costs including hidden fees.

No, ServiceTitan typically isn't worth it for businesses under 15 employees due to its $299+ per tech monthly cost. Small businesses get better ROI from Jobber ($49/month) or HouseCall Pro ($79/month) which offer essential features at lower costs.

Yes. Common hidden fees include: setup/onboarding ($500-$5,000), training ($1,000-$10,000), data migration ($500-$2,000), integrations ($50-$200/month each), and annual price increases (5-15%).

Absolutely. Larger CRMs like ServiceTitan often negotiate, especially for annual contracts or larger teams. Mention competitor pricing and ask about promotional rates. Smaller CRMs have less flexibility but may offer extended trials.

For teams under 10, Jobber offers the best balance of features and affordability. HouseCall Pro is great for teams under 5. ServiceTitan is overkill unless you have 15+ techs.

Jobber is the top choice for small-medium HVAC companies (1-25 employees) due to its $49/month pricing and excellent scheduling features. ServiceTitan works best for larger HVAC operations (25+ employees) that need advanced reporting and call center integration.

Essential features for most contractors: scheduling, dispatching, invoicing, and mobile app. Growing teams should add: route optimization, customer portal, and basic reporting. Large teams need: inventory management, marketing automation, and advanced analytics.

Usually yes. Industry-specific CRMs understand your workflows, compliance needs, and terminology. They also integrate with industry tools and offer relevant features like maintenance contracts for HVAC or warranty tracking for appliance repair.

Jobber can be set up in 1-2 weeks. ServiceTitan typically takes 4-8 weeks with training. Plan for a 30-day adjustment period regardless of which system you choose.

Getting team buy-in and changing habits. Technical setup is straightforward, but ensuring everyone uses the system correctly takes patience. Successful implementations involve the whole team from day one.

Smaller CRMs like Jobber and HouseCall Pro are DIY-friendly with good support. Enterprise systems like ServiceTitan require professional implementation. Budget $2,000-$10,000 for professional help if needed.

Yes, but it's painful and expensive. Most CRMs can export your data, but you'll need to retrain staff and rebuild workflows. Choose carefully the first time.

Most CRMs offer data import tools or services. Clean your data first—remove duplicates, update contact info, and standardize formats. Budget 20-40 hours for data cleanup and migration.

Good news—most field service CRMs integrate with QuickBooks. You can keep QB for accounting while adding operational features. This is often the best approach for growing businesses.

Jobber and HouseCall Pro both offer excellent QuickBooks integration for seamless invoicing and payment sync. ServiceTitan also integrates well but is more complex to set up. All three sync customer data, invoices, and payments automatically.

Most contractors see positive ROI within 2-3 months. Quick wins come from reduced no-shows (automated reminders) and faster invoicing. Full ROI typically happens by month 6.

Average time savings: 8-12 hours per week for business owners, 5-8 hours per week for each technician. This comes from eliminating paperwork, automating scheduling, and streamlining communication.

Yes. CRM users report 15-25% revenue growth in year one through better scheduling (more jobs/day), improved customer retention, automated marketing, and data-driven decisions.

If you track parts/materials worth over $10K or have multiple trucks, yes. Good inventory management prevents stockouts, reduces theft, and improves job costing accuracy.

Critical. Your techs live on their phones. Look for apps that work offline, capture photos/signatures, create invoices, accept payments, and update job status in real-time.

For teams under 10, yes—it's convenient and cost-effective. Larger teams often prefer specialized marketing tools that integrate. Either way, automated review requests and email reminders are must-haves.

Modern CRMs are designed for field workers, not office staff. Look for simple interfaces, good training resources, and responsive support. Most techs adapt within 1-2 weeks.

No. Customers interact through familiar channels—text messages, emails, and web portals. Most appreciate features like online booking and digital invoices.

Reputable CRMs let you export your data. Before signing up, confirm data export options and formats. Keep local backups of critical information.