Disclosure: HomeServiceSI may apply to the referral or affiliate programs of these vendors. Vendor links are marked affiliate link placeholder until then.
Step 1: Write your must-have list
Score each item 1 (nice) to 3 (must) for your shop:
| Workflow | Your score |
|---|---|
| Online booking and missed-call text-back | |
| Dispatch board and tech mobile app | |
| Quotes with good-better-best options and automatic follow-ups | |
| Automated review requests | |
| Invoicing, card/ACH payments, financing | |
| Price book / flat-rate pricing | |
| Memberships / maintenance agreements | |
| QuickBooks or other accounting sync | |
| Reporting (close rate, revenue per tech) | |
| AI features (call answering, summaries, writing help) |
Step 2: Match by shop size
- Solo to small crews: start with Jobber and Housecall Pro. Both publish plan tiers, so compare which features are in which tier. affiliate link placeholder
- Larger, multi-truck shops with dispatch and memberships: look at ServiceTitan as well, which uses quote-based pricing and involves a formal implementation. affiliate link placeholder
These are general positioning notes from each vendor’s own marketing. Check the vendor pages for current details.
Step 3: Check the AI and automation features you’ll use
For each finalist, find out which plan includes the features on your must-have list. Many automations are limited to higher tiers. Record the plan name and price from the pricing page, with the date you checked.
Step 4: Run trials with real jobs
Put a week of real (or realistic) jobs through each trial, from booking through quote, follow-up, job, invoice, payment, and review request. Have one tech use the mobile app. Note where each one slows you down.
Step 5: Check data export and contract terms
Ask each vendor:
- Can I export all customers, jobs, invoices, and price book items to CSV?
- What’s the contract length, and what does it cost to cancel early?
- Are there onboarding fees or payment processing rates?
Step 6: Decide and plan migration
Pick a go-live date in a slower season. Import customers first, then the price book, then turn on automations one at a time. Start with review requests and estimate follow-ups, which are covered in our review guide and follow-up guide.
Want the scripts ready to paste?
Get the Missed-Call Text-Back Script Pack free: 12 copy-paste texts for business hours, after-hours, emergencies, and follow-ups, plus a setup checklist. You'll also get one AI build for your shop each week.
- Ready to paste into Jobber, Housecall Pro, ServiceTitan, or your phone system
- Written to respect texting opt-out rules
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FAQ
Which one has the best AI?
All three are adding AI features quickly, and the lists change often. Judge by whether a feature handles one of your actual workflows during the trial, not by the feature list.
Can I switch later?
Yes, but migration takes time. Before signing, confirm you can export customers, jobs, and invoices, and check contract length and cancellation terms.
Do you earn money from these vendors?
Not yet. We may join their referral programs in the future, and we'll disclose it. See our affiliate disclosure. It won't change this framework.
Sources
Checked 2026-10-14. Vendor pricing and terms change, so confirm on the vendor's page before you buy.
Links marked "affiliate link placeholder" may become affiliate links. See our affiliate disclosure. General information, not legal or tax advice.