Cohort · AI skilled-trade field service
AI skilled-trade field service tools, scored.
How we score
Four stages, evidence-graded throughout.
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Cohort gate
Public pricing. Integrations doc. Ten or more customers. Self-serve path.
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Weighted rubric
Each dimension scored zero to four. Every cell tagged MEASURED, CITED, or ESTIMATED.
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Total score
Weighted sum out of one hundred. Seven-day right-of-reply window before publishing.
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Ranked and published
Updated when new vendors qualify or when fact-check replies land corrections.
Top 3 by headline score. Scored at desk-research depth. The full 12-vendor scorecard with dimension breakdowns lives under Scored vendors.
- ServiceTitan Titan Intelligence + enterprise residential/commercial trades 67.5 /100
- Jobber AI receptionist + Copilot stacked on the QuickBooks-anchored SMB trades scheduler 53.0 /100
- Workiz AI voice receptionist + native phone system for owner-operator small-trade shops 49.4 /100
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All 12 platforms scored at desk-research depth. Each card opens to a seven-dimension breakdown and an evidence summary. Click any name to expand.
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01 ServiceTitan Desk research Titan Intelligence + enterprise residential/commercial trades 67.5 /100
Top strength Marketing Pro is the strongest published-outcome surface in the cohort - channel-level cost-per-booked-job, AI-driven Google LSA bid optimization, dispute-bad-lead automation, profit-per-job rollups, with named-customer CPL reduction case studies [VENDOR-CLAIMED]. End-to-end vertical operating system depth - dispatch, scheduling, CSR call handling, payments, payroll, BI, accounting, AI in one product - is the moat no other vendor in the cohort can match for mid-market and enterprise residential trades [VENDOR-CLAIMED + THIRD-PARTY G2/Capterra].
Top gap Sub-score B is the weak axis - no named LLM disclosure for Titan Intelligence Insights / Coach, no vendor-published accuracy benchmarks on Pricebook item-match, Dispatch optimization vs human dispatcher, or CSR booking-rate scoring [VENDOR-CLAIMED gap]. Implementation cliff (60-120 days to first-feature-live) and module-stacked pricing that compounds against the buyer make it the wrong product for owner-operators below 5 trucks - Housecall Pro or Jobber clear the same job for an order of magnitude less, and steep-learning-curve + slow-support-resolution are the most consistent threads in G2/Capterra critical reviews [THIRD-PARTY].
Best for 15-500 truck residential + light-commercial trades operators, $5M-$200M revenue, including PE-backed HVAC/plumbing/electrical roll-ups and multi-location platforms.
02 Jobber Desk research AI receptionist + Copilot stacked on the QuickBooks-anchored SMB trades scheduler 53 /100
Top strength Sept-2025 AI Receptionist is a fully native voice + text agent that books into the Jobber schedule, handles simultaneous calls, and texts back missed callers - 20+ calls/week handled without human intervention at the average shop [VENDOR-CLAIMED]. Paired with native Google LSA Book Online and a GraphQL public API with HMAC-signed webhooks, the SMB stack rolls out in under a week vs ServiceTitan's documented multi-month implementations [VENDOR-CLAIMED + THIRD-PARTY].
Top gap Load-bearing 25% integration + accuracy dimension averages 1.5/4 because the underlying LLM(s) powering Copilot and Receptionist are undisclosed and no accuracy benchmark is published [UNKNOWN]. No flat-rate price book, no AI price-book item recommendation, and no photo-diagnostic AI - third-party teardowns are consistent that this is why mid-market HVAC + plumbing shops graduate to ServiceTitan or FieldEdge [THIRD-PARTY]. No native Sage Intacct, Yelp, Angi, CallRail/CTM, or warehouse export [VENDOR-CLAIMED gap].
Best for Owner-operator through 15-truck QuickBooks Online shop in landscaping, cleaning, plumbing, HVAC, electrical, pest, or multi-trade home services that wants AI customer-comms included with sub-1-week rollout.
03 HappyCo Desk research Multifamily maintenance + inspection AI Real Estate 50 /100
Top strength JoyAI handles smart work-order assignment, predictive maintenance, voice-powered completion notes, and AI call triage across one of the largest multifamily customer rosters in the category (Asset Living, Bell Partners, Avenue5, RPM, Mark Taylor).
Top gap Vertical to multifamily residential. No publicly named LLM, no named CRM integrations beyond a generic 'sync with your PMS' line; integration partner list is not enumerated on the public site.
Best for Multifamily property operators standardizing maintenance, inspection, and asset-evaluation workflows across distributed properties under a single mobile platform.
04 Workiz Desk research AI voice receptionist + native phone system for owner-operator small-trade shops 49.4 /100
Top strength Genius Answering ('Jessica') is a 24/7 AI voice agent that books inbound jobs in roughly two minutes on average in English and Spanish, with two named-customer revenue outcomes the rubric weights (ADM Garage Doors $11.2K from 500+ calls, Gold Eagle Services $23,758 in 30 days). [VENDOR-CLAIMED]
Top gap AI provenance is undisclosed (no named LLM, voice provider, or speech-recognition stack; no published booking-rate or price-book accuracy benchmark) and the integration stack is missing the load-bearing pieces a mid-market FSM buyer needs: Sage Intacct, CallRail, CallTrackingMetrics, and warehouse export to BigQuery / Snowflake / Redshift. [VENDOR-CLAIMED + THIRD-PARTY]
Best for Owner-operator or 3 to 25 truck shop in garage door, locksmith, appliance repair, pest, or small HVAC where missed inbound calls are the dominant revenue leak.
05 Inspectify Desk research Real estate inspection + valuation Real Estate 42 /100
Top strength Coordinated third-party inspector network with 24-hour scheduling and standardized field-data capture used by Redfin, HomeLight, Fundrise, Mainstreet Renewal, and Kiavi - covers single-family, build-to-rent, and lender workflows from one platform.
Top gap AI features referenced in blog content but not detailed on the main product surface. No named integrations, no published pricing, no public LLM disclosure.
Best for Single-family rental operators, iBuyers, lenders, and brokerages who need standardized property condition data across many properties faster than they can self-source inspectors.
06 Service Fusion Desk research Mid-market multi-trade FSM with unlimited-user flat-fee pricing 37.5 /100
Top strength Public pricing $208/$325/$533 per month annual with unlimited users at every tier; effective ~$21/truck/month at 25 trucks on Pro, the cohort's most owner-operator-friendly entry. [VENDOR-CLAIMED]
Top gap Multiple 2026 reviewers classify the platform as 'zero AI, manual drag-and-drop' relative to the cohort rubric; no LLM disclosed, no AI accuracy benchmark published, ServiceCall.ai 'AI' is VoIP transcription + source attribution. [THIRD-PARTY]
Best for 5-to-100-truck QuickBooks-native multi-trade residential and light-commercial contractors at Foundation or Pilot readiness where flat unlimited-user pricing matters more than AI depth.
Wholly-owned EverCommerce (NASDAQ: EVCM) property since 2020-12-04, operating under the EverPro brand; prior Series A was $10M from Five Elms Capital (2018).
07 CallRail / CallTrackingMetrics Desk research Call-AI overlay for the FSM tier - inbound booking-call instrumentation, not dispatch 36 /100
Top strength CallRail is the polished marketing-attribution-first overlay with native data flow into ServiceTitan (Marketing Pro Ads), Housecall Pro, and Jobber, plus deep Google LSA workflow, Premium Conversation Intelligence (AI summaries, sentiment, conversion tagging), and Voice Assist (agentic after-hours answer agent that books appointments). 200,000+ companies, ~$100M ARR. CTM is materially cheaper at AI-summary volume ($135-$179/mo with 3,000 transcribed min + AskAI custom prompts), more configurable on the AI prompt layer, and has live-call coaching whispers + VoiceAI. [VENDOR-CLAIMED + THIRD-PARTY]
Top gap Two structural zeros drag the headline down hard: dispatch (15% weight) and tech-in-truck (15% weight) are out of scope for the overlay archetype, capping the math at ~54/100 even before penalties. Neither vendor publishes the underlying LLM or any field-service-task accuracy benchmark. CallRail's realized cost climbs 1.5x-3.5x the published tier at trades call volumes per multiple third-party teardowns, and CallRail sunset Lead Center (the native CSR softphone) on 2026-01-27, leaving a gap that buyers must fill with CTM, the FSM's softphone, or a separate dialer. [THIRD-PARTY + UNKNOWN]
Best for 5- to 25-truck residential trades operators on ServiceTitan, Housecall Pro, or Jobber who want AI on the inbound CSR booking call (transcript-grounded summaries, sentiment, lead scoring, after-hours answer agent) without replacing the FSM.
CTM (CallTrackingMetrics) rebranded to 'CTM' January 2026 with explicit AI-platform enterprise-growth positioning. CallRail under Sageview Capital ($75M growth round, ~$100M ARR). No change-of-control event for either vendor through May 2026.
08 Housecall Pro Desk research Owner-operator residential trades FSM with a shallow AI Team overlay 35.6 /100
Top strength Owner-operator on-ramp is best in cohort: $59 Basic + 14-day trial + mobile-first onboarding gets a 1-truck shop dispatching, invoicing, and taking payments in a weekend [VENDOR-CLAIMED]. CSR AI 24/7 voice + chat answering with transparent AI identification, plus native Google Local Services Ads + CallRail integration, clears the customer-communication AI rubric at the '3' anchor [VENDOR-CLAIMED].
Top gap AI surface is shallow on the dimensions this cohort weights most heavily. No native AI route + capacity optimization on any plan as of Feb 2026 [THIRD-PARTY], no diagnostic-grounded item recommendation or photo/video diagnostic AI [THIRD-PARTY], and the underlying LLM powering CSR AI / Analyst AI / Coach AI / Marketing AI is not disclosed anywhere in the product or trust pages [UNKNOWN]. Sage Intacct is third-party-only via Commercient SYNC and the public REST API is gated to the $329/mo MAX tier.
Best for 1-to-15-truck residential HVAC, plumbing, electrical, garage door, appliance repair, or multi-trade home services shops running QuickBooks Online with a $1.5K-$9K annual tooling budget.
09 Tradify Desk research NZ/AU/UK owner-operator trade job-management; AI is invoice OCR + description writer 35 /100
Top strength Public, owner-operator-sized USD pricing ($47/$51/$61 per user/mo) with 14-day all-features free trial and sub-4-week TTV; 4.7/5 Capterra across 152 reviews [VENDOR-CLAIMED + THIRD-PARTY]
Top gap No AI on the dimensions this cohort weights heaviest: no AI dispatch, no AI CSR booking-rate scoring, no AI marketing attribution; SmartTools ships with no disclosed LLM and no accuracy benchmark; no public REST API, no Google LSA/Yelp/Angi/CallRail integration [VENDOR-CLAIMED + UNKNOWN]
Best for 1-to-10-tech NZ/AU/UK trade business migrating off paper or Excel into a QuickBooks Online or Xero-anchored job-to-invoice flow.
Acquired by The Access Group on October 1, 2024; standalone brand and pricing preserved as of 2026-05. Strategic upside if Access folds Tradify into a broader ERP-plus-AI portfolio with a public API.
10 FieldEdge Desk research QuickBooks-anchored mid-market FSM for HVAC + plumbing + electrical 32 /100
Top strength Flagship two-way real-time QuickBooks Online + QuickBooks Desktop sync, 40+ partner integrations, Xplor Pay native payments, and Carrier preferred-vendor status make this the QuickBooks-anchored mid-market default in HVAC + plumbing + electrical [VENDOR-CLAIMED]. 40,000+ users and a 4.3/5 across ~448 Capterra reviews back the FSM-fundamentals story [THIRD-PARTY]. Proposal Pro (ex-ESS / HVACBizPro acquisition) gives technicians a competent Good-Better-Best options engine in the truck.
Top gap No disclosed LLM, no published AI accuracy benchmark, and no named-customer AI outcome metric on any field-service task. AI surfaces are partner-routed (Goodcall / Kickcall for voice intake, Podium for reviews, CallRail for attribution) rather than native to FieldEdge [VENDOR-CLAIMED + THIRD-PARTY]. Sage Intacct is gated to the Elite tier, no warehouse export, no Google LSA native. 2025-2026 G2 + Capterra reviewers also flag recurring downtime episodes and onboarding running longer than the marketed 5 weeks [THIRD-PARTY].
Best for QuickBooks-anchored 5-to-50-truck HVAC + plumbing + electrical + mixed-trade home-services shops whose AI strategy is partner-routed via Goodcall / Podium / CallRail rather than bought from the FSM vendor.
Wholly owned subsidiary of Xplor Technologies (acquired through Xplor Pay). Roll-up under the Xplor umbrella includes dESCO ESC, Wintac, and Enterprise Selling Solutions / HVACBizPro (the Proposal Pro foundation, acquired August 2022). FieldEdge's roadmap is shaped by Xplor's payments-first cross-sell motion.
11 Sera Systems Desk research Contractor-built HVAC + plumbing + electrical FSM for the 5- to 25-truck shop 31.1 /100
Top strength Founder credibility unmatched in the cohort: Billy Stevens runs billyGO HVAC + plumbing in parallel and the $10M+ Series B was raised entirely from owner-operators in the buyer's own industry [THIRD-PARTY]
Top gap Ships AI branding (AI dispatching, AI capabilities) with no published LLM provenance, no model version, no accuracy benchmark on any field-service-specific task. SelectHub review: 'No AI features identified' [VENDOR-CLAIMED + THIRD-PARTY]
Best for 5- to 15-truck residential HVAC, plumbing, or electrical shop on QuickBooks Online that wants the cheapest AI-branded FSM entry tier in the cohort ($548 / month for 5 techs) and is willing to layer call-AI and marketing attribution as separate overlays.
12 BuildOps Desk research AI-native operations platform for commercial MEP and life-safety trades 23.75 /100
Top strength Deepest in-truck AI surface in the cohort: OpsAI nameplate scanner, AI on-site quoting from price book, AI PO scanning and report writing, plus Bluon equipment-specific guided troubleshooting integration [VENDOR-CLAIMED + THIRD-PARTY]
Top gap Zero documented residential marketing-channel integrations (no Google LSA, Yelp, Angi, CallRail, or Google Business Profile read-write) plus undisclosed underlying LLM behind the OpsAI brand and no published accuracy benchmarks [UNKNOWN]
Best for Commercial MEP and life-safety contractors at $10M+ revenue with multi-month implementation appetite, not the residential owner-operator this cohort serves.
13 mHelpDesk Desk research Entry-level QuickBooks-integrated job management for 1-5 truck residential trades 16.3 /100
Top strength QuickBooks Online + Desktop native bidirectional sync via dedicated qb.mhelpdesk.com sub-portal, plus four payment processors (Square, Stripe, Authorize.Net, PayPal) and HomeAdvisor lead pass-through inside the Angi ecosystem [VENDOR-CLAIMED]
Top gap Zero AI features documented on vendor product, pricing, or release-notes surfaces against a rubric where AI accounts for five of seven dimensions; public release notes silent since Sept 18 2019 and parent Angi cut ~350 employees (most engineers) in Jan 2026 [THIRD-PARTY]
Best for 1-5 truck residential-trades owner-operator running QuickBooks, taking HomeAdvisor leads, and explicitly not buying AI capability.
Acquired by HomeAdvisor September 2014; rolled into Angi Inc. via the 2017 HomeAdvisor + Angie's List merger; continues as an Angi brand in apparent maintenance mode. Public release notes silent since Sept 18 2019; parent Angi cut ~350 employees in Jan 2026.
14 Synchroteam Desk research Global multi-trade FSM at top-quartile dollar efficiency, with no native AI surface 11.25 /100
Top strength Public pricing band ~$31.50 to $51.64 per user / month annual with one-mobile-worker minimum, free 14-day trial, free setup, month-to-month - top-quartile dollar efficiency in the cohort [VENDOR-CLAIMED + THIRD-PARTY]
Top gap No native AI surface (no LLM provenance, no AI price-book, no photo diagnostic AI, no CSR booking-rate scoring, no missed-call recovery, no AI marketing attribution) and no LSA / Yelp / Angi / CallRail / Sage Intacct integrations the US residential trade cohort weights [VENDOR-CLAIMED + UNKNOWN]
Best for International multi-trade SMB and US owner-operator 5 to 25 trucks who has explicitly opted out of AI features and wants a clean QBO + Stripe FSM at the low end of the cohort price band.
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The field-service cohort is scored at desk-research depth across 12 platforms. If your platform fits the inclusion criteria and isn’t on the list, send it our way and we’ll add it to the next scoring pass.
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