Most contractors still dig numbers out of their CRM by hand. We compared 10 platforms on one question: can you ask your own data a plain-English question and get a usable answer, and which plan do you need to do it?
The best CRM with AI reporting for contractors in 2026 is QuoteIQ. Its Ask AI Reports and AI AutoPilot let you question your own revenue, close-rate and year-over-year numbers in plain English on every plan, starting at $29.99 a month, with advanced analytics from Beginner and job costing from Pro. Housecall Pro’s Analyst AI is the closest rival and builds finished reports from a chat. ServiceTitan’s Atlas suits larger operations, and Jobber’s AI Chat is a lighter option for quick lookups. Five of the ten tools here document AI or plain-language reporting; the other five earn their spot on conventional reporting.
| Rank | Platform | Starting Price | Best For | Standout Feature |
|---|---|---|---|---|
| #1 | QuoteIQ | $29.99/mo | 1–20 person contractor businesses | Ask AI Reports and AutoPilot analytics on every plan |
| #2 | Housecall Pro | $59/mo (billed annually) | Small crews that want finished reports from a chat | Analyst AI builds and saves reports |
| #3 | ServiceTitan | Custom — contact sales | Larger, multi-truck operations | Atlas assistant plus Advanced Reporting |
| #4 | Simpro | Custom — contact sales | Project-heavy, larger contractors | JustAsk plain-language questions |
| #5 | Jobber | $29/mo (billed annually) | Owners who want a simple daily tool | AI Chat (beta); custom reports on Plus |
| #6 | Workiz | Custom — contact sales | Phone-heavy teams | Custom reports (Pro, Ultimate) and AI Call Insights |
| #7 | FieldPulse | Custom — contact sales | Teams that want visual dashboards | Drag-and-drop dashboards |
| #8 | JobNimbus | Custom — contact sales | Roofing and exterior contractors | Unlimited reports on every plan |
| #9 | FieldEdge | Custom — contact sales | Teams that want saved reports at higher tiers | Saved reports: none, 10 or unlimited by plan |
| #10 | Markate | $45.95/mo (billed annually) | Budget-first owner-operators | Winning Metrics dashboard and closeout reports |
Pricing and features come from each vendor’s own pages, checked October 10, 2026. “Custom — contact sales” means the vendor does not publish a price. Vendors change plans often, so confirm before you buy.
We’re QuoteIQ. We made this list. We also picked our own platform as #1 — here’s exactly why, with the trade-offs each tool brings to the table. You should know the bias up front, so we show our work.
“AI reporting” means different things at different vendors, so we defined it narrowly: an owner can ask a question in plain English about their own jobs, invoices and customers and get a number or a report back without building the report by hand. Five platforms document something like that: QuoteIQ, Housecall Pro, ServiceTitan, Simpro and Jobber. The other five (Workiz, FieldPulse, JobNimbus, FieldEdge and Markate) are here for their conventional reporting, and we say plainly where no AI reporting is documented.
Five criteria drove every ranking decision:
We read each vendor’s own pricing, feature and help pages on October 10, 2026, and we pulled industry context from the U.S. Bureau of Labor Statistics and the Census Bureau (details in the stats section and Sources Cited). We did not test competitors hands-on, so competitor findings reflect what each vendor documents publicly. We considered Service Fusion and Buildertrend but left them out because their public pages did not give us enough documented reporting or AI detail to compare fairly.
“Most home service operators track total revenue and total expenses — which is necessary but not enough.”
— Justin Rogers, Co-Founder of QuoteIQ
That gap between totals and the questions that actually drive decisions is what we tested for.
QuoteIQ is the platform we built, so weigh this entry accordingly. For AI reporting it gives owners two ways in. Ask AI Reports and the IQ Terminal, added in the July 2026 update, answer plain-English questions from your own account data. AI AutoPilot runs analytics tools inside the same assistant. Both are available on every plan and metered by IQ Credits (IQC). Underneath sits a conventional analytics dashboard, so you are never forced to chat just to see a number.
The AutoPilot assistant has 55 tools across 13 categories. Five are analytics tools: revenue analytics, service performance, monthly breakdown, conversion analytics and year-over-year comparison. It can also pull a business summary and build a report. A typical prompt is “What’s my revenue this month versus last month?” Each AutoPilot message uses between one and four IQC. Plans include 500 to 8,000 IQC a month, and top-ups run from 2,500 credits for $25 up to 25,000 for $250. QuoteIQ doesn’t publish a per-report credit cost for Ask AI Reports, so ask for it in a demo. You can read more on the AI AutoPilot page.
Best for: contractors with 1–20 people who want to ask their numbers questions without building reports, at a price that doesn’t need a sales call.
AutoPilot messages cost 1–4 IQC each, but IQC are shared with other AI features. AI estimates run 5–15 IQC, a proposal send is 100 IQC per estimate on Essentials, Beginner and Pro (free on Elite and Max and during the trial), and texts, calls and measurements draw from the same balance. A few questions a week fits easily inside Essentials’ 500 IQC. Heavy daily use plus proposals will use the balance faster, so size the plan to your usage or add a top-up.
AI reporting is only as good as the data going in. Three habits help: log crew time and expenses against each job so job costing has real numbers (Pro and above), record where each lead came from so Lead Hub and conversion analytics can compare sources, and keep estimate statuses current so close ratio stays accurate. Then ask the same few questions every Monday. QuoteIQ also offers a connector (MCP) that lets compatible assistants such as Claude and ChatGPT look up your QuoteIQ records: reads run without approval, and changes wait for your approval.
Pros
Cons
“If you don’t track how quickly you respond to inquiries versus how often you win those jobs, you never see the pattern.”
— Mike Vidan, Co-Founder of QuoteIQ
Close-ratio and conversion analytics are the QuoteIQ views that speak to that pattern, and you can ask for either in plain English.
Verdict: If you run a contractor business of 1–20 people and want plain-English answers about your numbers without a sales call or a big monthly bill, QuoteIQ is the strongest fit on this list. Solo owners start on Essentials; teams that want per-job profit land on Pro; multi-crew operations that want pipeline analytics start at Elite. If you need a report designer for a 100-person enterprise, look at ServiceTitan.
Housecall Pro is the closest like-for-like rival on this list. Its AI Team is included on every plan, and the reporting piece is Analyst AI: you describe what you want to know, and it builds a finished report from your business data and saves it to your dashboard. An “Ask Analyst AI” button also sits on the reporting pages, so you can ask from the screen you are already looking at. Housecall Pro documents the feature in its Analyst AI help article.
The vendor’s own examples show the range: revenue year to date, gross profit on completed jobs, job types across several years, and which technician has the highest average ticket. Coach AI is a separate tool, and CSR AI, a 24/7 call-answering assistant, is a paid add-on. The pricing page does not say how report depth differs by plan, so ask before you assume Basic and Max see the same data.
Best for: small teams, from one user on Basic to eight on Max, that want a chat that outputs saved reports rather than one-off answers.
Pros
Cons
Both tools let you ask a question and get a report built from your own data. Housecall Pro starts higher ($59 a month billed annually for one user, against $29.99 for QuoteIQ Essentials) and, as far as its public pricing page shows, does not spell out what each plan sees in Analyst AI. QuoteIQ spells out analytics by plan: Basic on Essentials, Advanced from Beginner and job costing from Pro. Housecall Pro’s help center describes its saved-report flow in more detail than QuoteIQ’s documentation does.
Verdict: Pick Housecall Pro if a saved-report chat is the main thing you want and you are comfortable starting at $59 a month. QuoteIQ costs less to start, includes AI reporting on every plan and pairs it with a conventional analytics dashboard. Housecall Pro documents its saved-report flow in more detail than we do today, which is worth checking in both demos.
Compare QuoteIQ vs Housecall ProVisit the vendor’s pricing page ↗
ServiceTitan is the enterprise reference point. It sells Starter, Essentials and The Works plans, and Advanced Reporting is included in all three. Its newer assistant, Atlas, runs on what ServiceTitan calls Titan Intelligence and is built for operational questions: it can pull reports, find estimates that have not sold, check how the month is pacing and read the dispatch board. ServiceTitan’s Atlas announcement describes each of those jobs.
That combination of deep conventional reporting and an assistant that knows the dispatch board is where ServiceTitan is hardest to beat for larger operations. The catch is access. The pricing page does not publish prices, and we could not find Atlas’s plan availability or cost stated publicly, so you will learn both on a sales call.
Best for: multi-truck and multi-location operations with an office team that will run reports every day.
Pros
Cons
ServiceTitan goes deeper than QuoteIQ on enterprise reporting such as marketing attribution and call conversion, and Atlas reads the dispatch board. QuoteIQ is easier to price and to start: Ask AI Reports and AutoPilot are available from $29.99 a month, with every plan price published. The right choice depends on whether you are buying for depth or for speed to value.
Verdict: If you run 20 or more technicians and have people who will live in the reports, ServiceTitan is the strongest enterprise option here. Below that size, the cost and the sales process are usually harder to justify than a transparent plan such as QuoteIQ’s Pro or Elite.
Compare QuoteIQ vs ServiceTitanVisit the vendor’s pricing page ↗
Simpro’s AI layer is called Lightning, with an assistant named Cooper behind it. The reporting piece is JustAsk, which answers plain-language questions from your Simpro data. The examples on Simpro’s Lightning page include technician margins, overdue invoices and customers you have not contacted in 90 days. Lightning also lists FieldReady, JobReady, JobScribe and JobBrief.
Beneath the AI, Simpro’s Base Plan lists reports for P&L Summary, Technician Activity, Stock Value, work in progress (WIP) and Customer Service, plus automated and customized reporting and a BI Reporting Premium option. The feature set leans toward larger, project-heavy contractors. Simpro lists pricing as “Request Pricing,” and its add-ons carry no published price.
Best for: larger contractors running multi-stage jobs that need stock, WIP and margin reporting.
Pros
Cons
Simpro and QuoteIQ both document plain-language questions over your own data. Simpro’s examples lean toward margins, overdue invoices and lapsed customers for larger project-based work, with WIP and stock reports behind them. QuoteIQ’s examples lean toward revenue, close rate and year-over-year trends for 1–20 person crews, with published prices from $29.99 a month.
Verdict: Simpro is a credible choice when your work is project-based and your questions involve stock, WIP and margins. For crews under 20 people that want published prices and a lighter setup, QuoteIQ or Housecall Pro will usually be easier to start with.
See how QuoteIQ prices its plansVisit the vendor’s pricing page ↗
Jobber sells four plans: Core, Connect, Grow and Plus. For one user, monthly prices are Core $29 billed annually ($39 on a one-year term, $49 month to month), Connect $99 ($119, $139) and Grow $149 ($169, $199). Plus starts at five users for $399 billed annually ($439, $499). Extra users are $29 each, and priced add-ons include Marketing Suite at $99, Receptionist at $29 and Pipeline at $49. See Jobber’s pricing page.
On AI, Jobber’s AI Chat and Voice, in beta on all plans, answers questions about clients, quotes, jobs, invoices and employees. The help center article does not describe formal report generation, and non-admin users get a product-support chat only. Jobber also announced Copilot in October 2024 with data analysis in the pitch. For reports you build yourself, custom reports are on Plus.
Best for: owners who want a simple, familiar daily tool and mostly need quick lookups, with custom reports as an upgrade.
Pros
Cons
The practical difference is documentation and depth. QuoteIQ lists its AI reporting tools, the plans they sit on and the analytics beneath them. Jobber’s AI Chat is in beta, and its help center describes lookups rather than reports. Jobber’s custom reports require Plus, while QuoteIQ’s analytics dashboard starts on Essentials and widens at Beginner.
Verdict: Jobber suits owners who want an easy interface and are happy to treat AI as a convenience while it is in beta. If plain-English reporting is the reason you are shopping, its documentation shows less than QuoteIQ, Housecall Pro or ServiceTitan do.
Workiz sells Standard, Pro and Ultimate plans, all marked “Request pricing” on its pricing page. Built-in reports come on every plan, and custom reports are limited to Pro and Ultimate. Pro and Ultimate also include Genius Leads and Genius Scheduling, while Genius Phone, Genius Answering and Genius Marketing are add-ons with no listed price.
The reports page lists Advanced Reporting dashboards and custom reports, ad and source tracking, and AI Call Insights, which summarizes calls. We found no AI report builder documented, so Workiz ranks here on conventional reporting and its phone-centered tooling rather than plain-English answers.
Best for: phone-heavy teams that want lead-source tracking and call summaries alongside standard reports.
Pros
Cons
Workiz and QuoteIQ both give contractors reports on every plan, but QuoteIQ adds plain-English questions and a published price list. Workiz’s strengths are lead-source tracking and call summaries for teams that live on the phone, and its custom reports and Genius tools sit on Pro and Ultimate.
Verdict: Workiz is a reasonable pick when calls drive your business and you want source tracking and call summaries. If your goal is asking questions of your own job and invoice data, the AI-first tools above are a better match.
FieldPulse leans on visual dashboards rather than a chat. Its dashboards and reporting page describes drag-and-drop dashboards, views by team, technician and job type, technician performance, financial and profitability reports, and custom filters. That is real flexibility for an owner who likes to arrange the screen and slice the numbers personally.
We found no AI in FieldPulse’s reporting documented. Its Operator AI covers leads and booking rather than reports. Pricing is a seat-based custom quote on the pricing page, so you will not see a number without talking to sales.
Best for: teams that want to build and rearrange their own dashboards by technician, team and job type.
Pros
Cons
FieldPulse puts the work on you: you arrange dashboards, pick filters and read the chart. QuoteIQ lets you ask the question instead, while still offering a conventional dashboard, and it publishes every plan price.
Verdict: FieldPulse is a good fit if you enjoy building dashboards and do not need an AI to do it for you. If you would rather ask a question and get the answer, QuoteIQ and Housecall Pro document that experience more clearly.
Compare QuoteIQ vs FieldPulseVisit the vendor’s pricing page ↗
JobNimbus is built around roofing and exterior contractors. Its pricing page lists Essentials (up to 3 users), Pro (up to 10), Premium (up to 19) and Enterprise (20 or more), with “Request pricing” on every tier. Reports and Analytics are unlimited on all plans, which is unusual and useful if you want to build many views of your pipeline.
On AI, JobNimbus has not documented a reporting assistant. Scout, a voice and text assistant announced on January 20, 2026 and in closed beta, is aimed at field work rather than reports, per trade coverage of the launch. AssistAI, a phone receptionist, is a separate add-on.
Best for: roofing and exterior contractors who want to build as many pipeline reports as they need.
Pros
Cons
JobNimbus documents unlimited reports on every plan, a genuine advantage for roofing and exterior pipelines. QuoteIQ serves 50+ trades and adds plain-English questions, but it gates Advanced Analytics to Beginner and job costing to Pro. The better fit depends on whether you would rather build unlimited reports or ask for them.
Verdict: JobNimbus earns a place for reporting access, not for AI. Roofing and exterior shops that value unlimited reports will like it; anyone shopping specifically for plain-English reporting should look higher on this list.
Compare QuoteIQ vs JobNimbusVisit the vendor’s pricing page ↗
FieldEdge sells Select, Premier and Elite plans, each marked “Request Pricing” on its pricing page. Mobile licenses climb with the tier: two, four and six. The reporting differences are unusually specific: the Select plan has no saved reports, Premier allows 10 and Elite allows unlimited. Dashboard and basic reporting come on every plan, while Performance and Commission reporting is on Premier and Elite.
That tiering makes FieldEdge easy to reason about if saved reports are your priority. It also means the reporting you want may live a plan above the one you can afford. The pricing page lists no AI features, so this is a conventional-reporting pick.
Best for: teams that want saved reports and commission tracking and are prepared to buy a higher tier for them.
Pros
Cons
FieldEdge’s saved-report ladder is clear but sits behind plan upgrades, and no AI reporting is listed. QuoteIQ’s dashboard and AI reporting start on Essentials; the trade-off is that its deeper analytics need Beginner and above.
Verdict: FieldEdge works if you want a clear ladder of saved reports and can reach the upper tiers. Without AI reporting and with quote-only pricing, it ranks below the tools that let you ask a question and see a price.
Compare QuoteIQ vs FieldEdgeVisit the vendor’s pricing page ↗
Markate is the budget option here. Per its pricing page, Owner Operator costs $49.95 a month, or $45.95 a month billed annually ($551.40 a year). Team is $49.95 plus $5 per employee ($45.95 plus $5 on annual billing). Add-ons include Winning Sales Proposal Templates at $10 a month.
The reports list is longer than the price suggests: a Winning Metrics Dashboard and Reporting, a P&L summary, sales tax reporting, customer demographics, monthly and yearly closeout reports, a Sales Leaderboard, payroll reports and lead conversion tracking. The AI tools are Kate AI Receptionist at $1 per call and Kate Estimator, which has no listed price. None of them is an AI reporting tool.
Best for: budget-first owner-operators who want standard reports and closeouts at a low monthly price.
Pros
Cons
Markate’s report list is long for the price, and the monthly cost is close to QuoteIQ Essentials. The difference is AI: QuoteIQ Essentials adds plain-English questions and AutoPilot analytics, and its 14-day trial lets you test them on your own data.
Verdict: Markate is a fair budget pick if you want standard reports and nothing else. A solo owner who wants plain-English answers will get more from QuoteIQ Essentials at $29.99 a month.
Construction keeps adding workers, while AI use among the smallest firms is still early. The U.S. added 11,000 construction jobs in September 2026 and has averaged about 10,000 a month over the past year, according to the BLS Employment Situation report. Census survey data puts overall business AI use below one in five.
Two caveats. The BLS employment and establishment figures are preliminary, and the Census Bureau changed its AI question wording in November 2025, so the 19.8% figure should not be compared with earlier years. For ongoing industry data, contractor associations such as the Associated General Contractors of America (AGC) publish construction workforce and market updates.
Pick QuoteIQ Essentials at $29.99 a month. You get Basic Analytics, Ask AI Reports and AutoPilot analytics on 500 included IQ Credits, plus estimating, scheduling and invoicing in the same account. Jobber Core, from $29 a month billed annually, is the other low-cost route if you mainly want quick lookups, though its AI Chat is still in beta. Ask Essentials for last month’s revenue by service and you have an answer without learning a report builder.
QuoteIQ Beginner ($99.99 a month, 2 users) adds Advanced Analytics. Pro ($199.99 a month, 4 users) adds job costing, so you see profit per job and not just revenue, along with QuickBooks Online sync. Most small crews that want to know which jobs actually make money end up on Pro, while a crew that only needs revenue trends and close ratio can stay on Beginner. Extra users are $25 a month.
QuoteIQ Elite ($299.99 a month, 10 users) adds pipeline analytics, route optimization and InstaSchedule, and Pro with extra seats works if you don’t need those. Housecall Pro Essentials ($149 a month billed annually, 5 users) is the alternative to price if a chat that builds saved reports is the deciding feature. At this size, seat count and add-ons usually move the price more than the base plan does.
Look at QuoteIQ Elite or Max ($699.99 a month, 20 users, 8,000 IQ Credits and Sales Team Tracker). Price Jobber Plus (five users from $399 billed annually, with custom reports) and Housecall Pro Max (8 users at $299 billed annually plus $35 per extra user) side by side. At this size, which plan unlocks the reports you need matters more than the base price.
ServiceTitan (Atlas plus Advanced Reporting) and Simpro (JustAsk, plus WIP and stock reports) are built for this scale, and both use custom pricing. QuoteIQ Max includes 20 users and extra users cost $25 each, which can work for a growing multi-crew business. Get demos from all three and ask what AI reporting costs at your headcount.
JobNimbus gives roofing and exterior contractors unlimited reports and analytics on every plan, with no reporting gated by tier. It documents no AI reporting assistant, so weigh that against QuoteIQ’s plain-English answers and decide which you would use more on a normal Monday. QuoteIQ also serves roofing and exterior trades, so test both against your own pipeline.
Jobber for a simple interface, or QuoteIQ Essentials if you would rather ask than click. The point of AI reporting is that you type a question such as “What’s my revenue this month versus last month?” instead of learning where the report lives. Ask for a guided demo either way.
Built the lineup from vendor documentation. We started with the broad field service leaders plus contractor-focused tools with documented reporting. We considered Service Fusion and Buildertrend but left them out because their public pages did not give us enough documented reporting or AI detail to compare fairly.
Verified pricing on each vendor’s own pages. We read pricing pages on October 10, 2026. Where a vendor does not publish a price, we recorded “Custom — contact sales” rather than guessing, and we noted billing terms such as annual versus monthly.
Tested the AI claim against documentation. For each tool we looked for a documented way to ask a plain-English question about your own data and get a number or report back: QuoteIQ’s Ask AI Reports and AutoPilot, Housecall Pro’s Analyst AI, ServiceTitan’s Atlas, Simpro’s JustAsk and Jobber’s AI Chat. Tools without that were ranked on conventional reporting.
Cross-checked QuoteIQ’s own review data. QuoteIQ has 4,103 ratings across the App Store (2,900), Google Play (1,109) and Google (94), and 2,269 reviews in our database. We have no equivalent first-party data for competitors, so their entries rest on their own documentation rather than on review sentiment.
Weighted for the owner’s Monday morning. Plan access and price transparency ranked ahead of raw feature count, because the owner of a 1–20 person business needs to know what they will pay and what they will see on day one. Mike Vidan and Justin Rogers, QuoteIQ’s co-founders, built the product around that operator view.
“Professional, easy to use, and great analytics.”
“Great App Keeps Me profitable on every Job.”
“My accountant actually complimented me at tax time this year.”
These are five-star reviews from our review database across the App Store, Google Play and Google. They are general reviews, not selected for AI reporting, and none of them mentions Ask AI Reports by name.
Mike is a home service business owner who built the All About Pressure Washing YouTube channel, now called Mike-Vidan, to more than 580K subscribers before co-founding QuoteIQ. His videos cover quoting, pricing and growing a service business.
Read Mike’s insights →Justin is a home service business owner and the voice behind the Forever Self Employed YouTube channel, which has more than 743K subscribers. He co-founded QuoteIQ with Mike to give contractors software built around how they actually work.
Read Justin’s insights →QuoteIQ is our top pick. Ask AI Reports and AI AutoPilot answer plain-English questions about your own revenue, close rate and year-over-year numbers on every plan, from $29.99 a month. Housecall Pro’s Analyst AI is the closest rival, ServiceTitan’s Atlas fits larger operations, and Jobber’s AI Chat is a lighter option. Five of the ten tools here document AI or plain-language reporting.
Published prices run from $29.99 a month for QuoteIQ Essentials to $699.99 for QuoteIQ Max. Housecall Pro costs $59 to $299 a month billed annually, and Jobber runs from $29 a month billed annually for Core to $399 for Plus with five users. ServiceTitan, Simpro, Workiz, FieldPulse, JobNimbus and FieldEdge do not publish prices. QuoteIQ annual billing saves two months.
We did not find a permanent free plan among these ten tools. QuoteIQ offers a 14-day free trial on every plan, and plans start at $29.99 a month. Trial length and what is included vary by vendor, so confirm the terms on each pricing page before you commit.
QuoteIQ Essentials at $29.99 a month gives one user Basic Analytics plus Ask AI Reports and AutoPilot analytics, with 500 IQ Credits included each month. Jobber Core, from $29 a month billed annually, is a similarly priced option for quick lookups, though its AI Chat is in beta. Housecall Pro’s Analyst AI starts at $59 a month on Basic with annual billing.
QuoteIQ Beginner ($99.99 a month, 2 users) adds Advanced Analytics, and Pro ($199.99 a month, 4 users) adds job costing so you can see profit per job. Housecall Pro Essentials ($149 a month billed annually, 5 users) is the main alternative if you want a chat that builds saved reports. Extra QuoteIQ users cost $25 a month each.
ServiceTitan (Atlas and Advanced Reporting) and Simpro (JustAsk, plus WIP and stock reports) are built for larger and project-heavy operations, and both use custom pricing. QuoteIQ Max includes 20 users, 8,000 IQ Credits and Sales Team Tracker for $699.99 a month, with extra users at $25. Get demos of each and ask what AI reporting costs at your headcount.
QuoteIQ has iOS and Android apps with a 4.7-star rating across 4,103 ratings on the App Store, Google Play and Google. Most other tools here also offer mobile apps, but we did not verify each vendor’s AI reporting on mobile. Ask in the demo whether the report chat works on a phone, not just in a browser.
QuoteIQ’s InstaSchedule lets customers book from your real-time availability after a quote and is included on Elite and above. Customer self-scheduling is also available in the Client Portal on Pro and above, and QuoteIQ has a standalone online booking page. We reviewed the other tools mainly for reporting, so confirm their booking options in a demo.
Estimates feed your close ratio and average ticket, so the link between quoting and reporting matters. QuoteIQ builds estimates and invoices in the same account its AI reads, which is why conversion analytics reflect real quotes. Whichever tool you choose, ask the vendor to show an estimate flowing into a close-ratio report during the demo.
ServiceTitan’s Atlas can read the dispatch board, which suits large dispatch teams. QuoteIQ includes scheduling in the core app, with route optimization on Elite and Max. Jobber and Housecall Pro also include scheduling, so compare how each one ties the calendar back to its reports before you decide.
QuoteIQ’s analytics track outstanding invoices, tips and revenue by service, customer and employee, and QuickBooks Online sync is available on Pro, Elite and Max. Simpro’s JustAsk examples include overdue invoices. Check how each tool handles payment processing and fees, because that sits outside the reporting but affects your cash flow.
At minimum: revenue by service, customer and employee; year-to-date versus prior year; close ratio and average ticket; outstanding invoices; lead source; and profit per job. The last one usually needs job costing, which QuoteIQ includes from Pro. Markate, FieldEdge and FieldPulse document reports along these lines, and the AI tools can answer the same questions by chat.
Export your customers and services from Jobber as CSV files. QuoteIQ’s AI Smart Import, available on all plans, maps a CSV export from Jobber, Housecall Pro, ServiceTitan or other CRMs into contacts or services. Smart Import covers contacts and services, so keep your old system’s job history available for year-over-year comparisons, and run both side by side for a couple of weeks.
QuoteIQ is our pick: AI reporting on every plan from $29.99 a month, against Housecall Pro’s $59 a month billed annually. Jobber is another alternative, though its AI Chat is in beta and its help center does not describe report generation. If saved reports built by chat are essential, compare QuoteIQ’s Ask AI Reports against Analyst AI in a demo.
ServiceTitan does not publish prices, so we cannot give a like-for-like number. QuoteIQ Max is $699.99 a month with 20 users, and Housecall Pro Max is $299 a month billed annually for 8 users. Both publish prices, which makes budgeting easier. Depth is the trade-off: ServiceTitan goes further than QuoteIQ on enterprise marketing attribution and call conversion.
Start with questions that change decisions: What is my revenue this month versus last month? Which services earn the most? What is my close rate by lead source? Which invoices are overdue? Which technician has the highest average ticket? Then ask the vendor which of those the tool answers from your own data, and what each answer costs in credits or plan upgrades.
Trusted by 40,000+ contractors · 4.7★ average rating · 4,103 ratings across the App Store, Google Play and Google
For most contractors in 2026, QuoteIQ is the best CRM with AI reporting. It puts plain-English reporting on every plan, publishes every price, and keeps estimating, scheduling, invoicing and analytics in one account, from $29.99 a month for a solo owner to $699.99 for a 20-user operation.
The runners-up earn their places. Housecall Pro’s Analyst AI is the closest match for saved, chat-built reports. ServiceTitan and Simpro suit larger operations that will pay for depth. Jobber is easy to live with, and Workiz, FieldPulse, JobNimbus, FieldEdge and Markate give you conventional reporting that works without AI.
AI reporting is still early. Census data shows fewer than 20% of the smallest firms use AI at all, and several of the AI tools on this list are in beta or launched recently. That is why we weighted plan access and price transparency heavily: the tool you can afford to try, and ask real questions of, beats the one you cannot price. The 14-day QuoteIQ trial is a fair place to test the questions from the FAQ above against your own jobs. If you are choosing between QuoteIQ and Housecall Pro specifically, run the same three questions through both demos and compare the answers, the plan each one requires and the monthly cost.
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