Roofers should start with JobNimbus or AccuLynx, and companies that sell at the kitchen table should look at LEAP or Builder Prime for in-home presentations, contracts and financing. Home service businesses get the most for the money from Jobber or Housecall Pro, while larger HVAC, plumbing and electrical operations with many technicians fit ServiceTitan. Builders and remodelers should compare Buildertrend and Houzz Pro, and commercial subcontractors that bid on projects should look at Followup CRM. Before you sign, ask for the full price including setup fees, add-ons such as texting and e-signatures, and the contract length, because several of these tools require annual contracts.
How much does contractor CRM software cost?
Prices range widely. Jobber starts at $29 a month for one user and LEAP at $79, Housecall Pro has listed plans from $59 a month, Houzz Pro costs $99 to $399 a month, Builder Prime charges a $300 monthly platform fee plus $60 per office user, and Followup CRM costs $99 to $149 per user a month with a five-user minimum and setup fees from $2,500. JobNimbus, AccuLynx, Buildertrend and ServiceTitan price by quote.
Do I have to give customers a right to cancel?
Often, yes. Under the FTC’s Cooling-Off Rule, a sale of $25 or more made at the buyer’s home — or $130 or more at a temporary location — can be cancelled for a full refund until midnight of the third business day after the sale. You must tell the buyer about the right to cancel at the time of sale, give them two copies of a cancellation form, and provide a dated contract or receipt with your business name and address. The rule doesn’t cover visits the customer requested to repair or maintain property, though it does cover anything extra you sell on that visit.
Are electronic signatures legally binding for contracts?
Yes. Under the federal E-SIGN Act, a signature, contract or record in interstate commerce can’t be denied legal effect just because it is electronic, which is why most contractor CRMs let customers sign proposals and contracts on a phone or tablet. Some documents and state rules have exceptions, so check with your attorney for anything unusual.