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CRM Setup for Contractors & Home Service Businesses

In short: Contractors usually need one of two kinds of CRM. Field service software like Jobber runs quotes, scheduling and invoicing. A marketing CRM like HighLevel captures and follows up with leads. We help you pick the right one (or both), then set up your pipeline, templates, automations and team access.

Get it set up

How it works

  1. Audit how leads, quotes, jobs and payments flow today.
  2. Pick the tool, or confirm the one you already pay for.
  3. Import customers and set up services, quote templates, pipelines and automations.
  4. Train your team and check in after the first few weeks.

Field service software vs marketing CRM

Jobber starts at $29/month billed annually (Core, 1 user), and HighLevel Starter is $97/month. Both prices were checked October 15, 2026. They do different jobs: see GoHighLevel vs Jobber and Jobber vs Housecall Pro for roofers.

By trade

Jobber pricing ↗ · Try HighLevel free ↗ (affiliate link)

FAQ

Which CRM is best for contractors?

It depends on your main problem. If it's running jobs (quotes, scheduling, invoices), start with field service software like Jobber. If it's leads slipping through the cracks, a marketing CRM like HighLevel fits better. Many growing crews use both.

Can you set up the CRM I already have?

Usually, yes. Most projects start by getting more out of software you already pay for.

How long does setup take?

It depends on how much data and how many automations are involved. We'll give you a clear plan after the intro call.

Related

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