I bet you've never had a CRM build you an estimate.
Walk the job. Tell it what you saw. By the time you're back at the truck, the estimate's drafted, the markup's applied, and it's ready to send.
Built for service trades
Made for electricians, plumbers, HVAC, remodelers, painters, landscapers, handyman, drywall — and every other service trade running a small crew.
01 / Bring your own AI
Use any AI you like.
ChatGPT, Claude, Gemini — they connect through the open MCP standard and run your CRM directly. Tell them what you need done in plain English.
- › “Schedule a site walk for the Smith job tomorrow at 10.”
- › “Draft an estimate for the Garcia kitchen remodel.”
- › “Send invoice 1042 to the client and mark the project closed.”
The only contractor CRM with a production MCP server. Every other AI in this category is locked to one model.
serviceagentos.com / any-ai
serviceagentos.com / follow-ups
02 / Lead nurture, automatic
Follow-ups that close while you sleep.
A new lead comes in, the system sends three personalized touches on a schedule you control. You only step in when the lead replies — every other contractor is still chasing manually.
- › Three sequenced touches, configurable delays
- › Personalized templates per stage and trade
- › Stops the moment a real reply arrives
03 / Built for the road
Today’s stops, in the right order.
The day map groups every visit by crew and orders them for the shortest drive. Tap a stop, get directions in one tap. Drag to reschedule when something blows up mid-day.
- › Visual day map across every crew
- › One-tap navigation to Google Maps
- › Drag to reschedule on the fly
serviceagentos.com / routes
serviceagentos.com / tasks
04 / Tasks that travel
Built for crews, not office workers.
Tasks attach to projects and auto-assign by trade. The field team checks them off from their phone, logs time and progress photos in seconds, and it all rolls up to the project budget.
- › Per-project task lists, auto-assigned by trade
- › Time + photo logging from any phone
- › Hours roll into the live project budget
05 / Make it yours
Your colors. Your stages. Your pipeline.
Bring your logo, your accent color, your stage names, your service catalog. Every workspace looks like your shop — not a generic SaaS template the same as the next guy’s.
- › Upload your logo, set your brand colors
- › Custom pipeline stages and stage colors
- › Per-trade pricing, service catalog, vendor list
serviceagentos.com / customize
06 / The basics, all included
Plus everything you’d expect.
The boring-but-essential stuff. All there, all included in every plan.
Estimates
Invoicing
Payments
Change orders
Permits
Design selections
Vendor management
Purchase orders
Time tracking
Photo storage
Reports
CSV import / export
Google Calendar sync
Email + SMS
Client portal
Multi-user roles
Pricing
Four tiers.
Pick yours.
Sized by team. Cancel from your settings whenever.
Annual billing shown · toggle to monthly on any card
14-day free trial · Cancel anytime
Solo
1 user
One operator. Everything to run jobs end-to-end.
$39/mo
$468 billed yearly · save $240/yr vs monthly
- Unlimited projects, contacts, estimates, invoices
- Service catalog + estimate builder
- Client-facing share links + email delivery
- Mobile field view
- MCP / AI integration
Most popular
Crew
Up to 3 users
Up to 3 team members. For the operator who just hired help.
$119/mo
$1,428 billed yearly · save $360/yr vs monthly
- Everything in Solo
- Up to 3 team members
- Role-based access (owner / admin / sales / technician)
- Team scheduling
Team
Up to 8 users
Up to 8 team members. For the growing crew running multiple jobs.
$279/mo
$3,348 billed yearly · save $840/yr vs monthly
- Everything in Crew
- Up to 8 team members
- Per-user MCP keys with role scoping
- Pipeline / revenue / profitability reports + CSV
- Time tracking
- Priority support
Pro
Unlimited (fair use)
Unlimited team — fair use. White-label email + Google integrations.
$499/mo
$5,988 billed yearly · save $1800/yr vs monthly
- Everything in Team
- Unlimited team (fair use; 25+ → contact us)
- Custom domain on outbound email
- Google Drive + Calendar integration
- Bring-your-own MCP via OAuth
- Dedicated onboarding
Need more than 25 seats or multi-location?
Custom pricing for franchises, multi-location operators, and 25+ user teams.
Common questions
Answers up front.
What's the best CRM for a small contractor crew?
Service Agent OS is purpose-built for contractor crews up to 10 people. Unlike enterprise tools like ServiceTitan or trade-locked options like JobNimbus, it covers every service trade — remodelers, plumbers, HVAC, painters, landscapers — with one workflow, and it's the only CRM that any AI assistant (ChatGPT, Claude, Gemini) can drive directly.
What CRM works with ChatGPT, Claude, or Gemini?
Service Agent OS connects to any AI assistant through MCP, the open standard for AI tool use. You sign into your AI of choice, link the workspace, and tell it what to do in plain English. It can create projects, draft estimates, schedule meetings, send invoices — anything you can do in the app, your AI can do for you.
Is there a Jobber or Housecall Pro alternative built for crews under 10?
Yes. Service Agent OS is priced and designed for crews of 1 to 10. Jobber and Housecall Pro stretch their pricing to also serve 50+ tech shops, which makes their copy and onboarding muddy for small operators. Service Agent OS starts at $59/month for solo contractors and scales to $649/month for unlimited seats.
What is MCP and which contractor software supports it?
MCP (Model Context Protocol) is the open standard that lets AI assistants like ChatGPT, Claude, and Gemini operate external software safely. Service Agent OS is currently the only contractor CRM with a production-ready MCP server. Competitors using AI keep it locked to their own proprietary models.
How much does CRM software for contractors cost?
Service Agent OS pricing: Solo $59/mo (1 user), Crew $149/mo (up to 3 users), Team $349/mo (up to 8 users), Pro $649/mo (unlimited). All tiers include estimates, invoicing, payments, automated follow-ups, route management, and AI integration. No setup fees, no per-feature paywalls.
Can I run my contracting business by chatting with an AI?
Yes. Service Agent OS is built for AI-first operation. Connect ChatGPT, Claude, or Gemini and tell it what you want done. "Schedule a site walk for Smith Job tomorrow at 10 AM." "Draft an estimate for the Garcia kitchen remodel." "Send invoice 1042 to the client." The AI handles the work; you stay in conversation.
What's the cheapest field service software for a solo contractor?
Service Agent OS Solo at $59/month is the lowest-priced full-feature CRM for solo contractors that includes AI integration, automated follow-ups, route management, and unlimited estimates and invoices. Cheaper alternatives typically gate features (no AI, no automation) or limit invoice volume.
What service trades is Service Agent OS built for?
Every service trade running a small crew. Electricians, plumbers, HVAC contractors, remodelers, painters, landscapers, handyman services, drywall contractors, flooring, concrete, fencing — anyone who books jobs, tracks crews, and bills clients. The pipeline stages, service catalog, vendor list, and project workflow are customizable per shop, so an electrician's setup looks different from a remodeler's, but both run on the same product. Trade-locked competitors like JobNimbus only serve one industry.
What's the best CRM for electricians?
Service Agent OS works for electricians of any size from solo to crews of 10, with custom pipeline stages for service calls vs. new construction, integrated estimates pulling from your service catalog, and route management for the day's stops. Plus you can run the whole thing through ChatGPT or Claude — useful when you're driving between jobs and don't want to type.
What's the best CRM for plumbers, HVAC, or handyman businesses?
Service Agent OS is purpose-built for plumbers, HVAC contractors, and handyman businesses running crews up to 10. It handles emergency service calls and scheduled installs in the same pipeline, time-tracks crew hours per job, and lets your AI assistant draft estimates and send invoices for you. From $59/month for solo, $149/month for crews up to 3.
Can I switch from Jobber or Housecall Pro to Service Agent OS?
Yes. Service Agent OS includes a CSV import for contacts and projects, and the team can help migrate active jobs during onboarding. Most operators are running daily within 48 hours. Existing Jobber/Housecall data ports cleanly because the underlying entities (jobs, clients, invoices) map one-for-one.
Does it handle estimates, invoicing, and payments?
Yes — those are baseline. Build estimates from a service catalog with auto-calculated pricing, send PDFs to clients with e-accept/decline, generate invoices from estimates plus change orders, track payments by method (check, card, ACH, cash, Zelle), and email receipts automatically. All included in every tier.
TYLER THOMPSON
Founder · Contractor
Built by a small business owner
I built this
because nobody
else would.
Seven years. That's how long I've been building this operating system — designed from the day-to-day experience of running a small service business.
The most frustrating thing about software in our industry is that it's built by people who've never worked in it. The features look great on a sales page. In the field, it's a different story.
I built this to change that. Features that actually work where the work happens. When you need to text a client or pull up their address, you shouldn't be taking screenshots and fighting your CRM. The software should help you do the work, not get in the way.
AI integration. If you want an estimate prepared, it's as easy as picking up your phone and talking to the AI agent you already use every day.
We're not building a platform with our own locked-in AI agent. We're building one that works with ChatGPT, Claude, and any other LLM. The app meets you where you are. Connect your favorite LLM and build estimates, update client info, schedule events, manage tasks, and run your business the simplest way possible.
This compressed my estimate turnaround so much that clients started asking how I did that. Win more bids faster and automate the part of the business that takes you away from jobs.
Get started
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