Top 10 CRMs with Profit Tracking for Contractors in 2026

QuoteIQ

The only contractor CRM that shows you real-time job margin before the invoice goes out.

Most CRMs with job costing tacked on tell you whether a job was profitable after it’s done and the numbers have been reconciled. QuoteIQ’s Job Costing feature tracks materials, labor, and overhead per job in real time — which means you know where margins are going while the crew is still on-site, not after you’ve been paid and moved on. For contractors who’ve ever looked at a month-end report and wondered how a busy month produced thin margins, that distinction is the entire value proposition.

Built specifically for home service and trade contractors serving 50+ industries, QuoteIQ consolidates what most businesses run across four or five tools — estimating, scheduling, invoicing, CRM, and automations — into a single platform starting at $29.99 per month. The AI Estimator generates job-specific estimates from descriptions or photos, with material and labor costs pre-loaded so the margin math is baked into the quote from the beginning rather than discovered at the end. QuoteIQ’s Pipelines & Deals feature gives you sales-stage visibility so you can see the financial forecast of your pipeline, not just the jobs already booked.

For measuring jobs at scale, QuoteIQ’s built-in analytics dashboard shows revenue by job type, conversion rate, average ticket, and — critically — profit margin per service category. If your HVAC calls average 34% margin and your maintenance agreements average 18%, you can see that in the platform and adjust your pricing strategy accordingly. This kind of visibility is what separates contractors who grow intentionally from contractors who stay busy without knowing why some months feel financially stronger than others.

The InstaQuote feature lets customers self-generate estimates from your website — with your pre-loaded pricing and markup rules, so the margins are protected regardless of which jobs get quoted through the self-serve flow. For contractors on the Elite or Max plan, QuoteIQ’s InstaSchedule feature lets customers book directly from a published calendar, eliminating the back-and-forth that costs labor hours to coordinate. Elite unlocks InstaSchedule at $299/month; Max extends it to unlimited users at $699/month.

MapMeasure Pro, available on Pro plan and above, gives contractors aerial property measurement for square footage, linear footage, and surface area — which means exterior quotes can be generated with accurate material quantities before anyone drives to the site, protecting margin on measurement-sensitive jobs like roofing, pressure washing, painting, and paving.

ServiceTitan

The deepest financial analytics in the trades — built for shops large enough to justify the cost.

ServiceTitan is the undisputed enterprise leader for financial reporting in the trades. Its dashboards surface revenue per technician, average ticket, close rate, campaign ROI, and per-job cost analysis at a level of depth that smaller platforms don’t attempt. For a 25-technician HVAC or plumbing company with a dedicated office staff managing reporting, ServiceTitan’s profit visibility tools are genuinely superior to everything else on this list. The KPI dashboards, marketing attribution tracking, and technician performance reporting are purpose-built for businesses where tracking every dollar’s source and destination is the operating model, not an afterthought.

The cost structure, however, makes ServiceTitan unsuitable for the majority of contractors. At $245–$500 per technician per month — pricing verified from contractor-reported data on G2, Capterra, and TrustRadius, as ServiceTitan does not publish pricing — a 10-tech shop can expect $2,450–$5,000 per month in base subscription costs alone, before implementation fees, add-on modules (Marketing Pro, Phones Pro, Pricebook Pro each priced separately), and the 5+ months of implementation during which subscription fees run while the software isn’t yet operational. ServiceTitan has publicly stated the platform is “not optimized for companies with 3 or fewer technicians.” The practical floor is closer to 15–20 technicians before the cost-benefit math works in the platform’s favor.

Jobber

The all-around workhorse for home service contractors — job costing unlocks on the Grow plan.

Jobber is the platform most contractors end up recommending to other contractors — not because it’s the most feature-rich, but because it works reliably, the mobile app is genuinely good, and it handles the full workflow from lead intake through invoicing and payment collection without requiring weeks of implementation. The Core plan ($49/month) is a capable starting point for solo operators, covering quoting, scheduling, invoicing, and basic client management. Connect ($199/month) adds routing, expense tracking, automated follow-ups, and QuickBooks Online integration for growing crews.

The profit tracking consideration: Jobber’s job costing feature — which shows profit margin, profit, and total price per job based on materials and labor tracked — lives on the Grow plan at $249/month (monthly). That’s a meaningful price jump from Connect. On Grow, contractors can see real-time profitability per job, which is the feature this guide is specifically evaluating. The limitation Capterra and G2 reviewers consistently flag is that margin visibility is retrospective — you find out whether a job was profitable after the fact, not while it’s happening. For contractors who want mid-job course correction, that’s a constraint. Jobber’s 2026 Home Service Trends Report also confirms that only 16% of pros use tiered “good, better, best” pricing — a missed profit optimization opportunity the platform’s markup tools address but don’t fully automate.

Housecall Pro

Excellent for residential service contractors who want marketing and job costing in one platform.

Housecall Pro sits between Jobber and ServiceTitan in both price and capability. Its profit tracking story has two components: built-in job cost tracking that records costs against each job, and the Profit Rhino integration ($199/month add-on, covering HVAC, plumbing, electrical, and drain cleaning) that provides a prebuilt flat-rate price book with auto-updating pricing to protect margins as material costs fluctuate. According to the Housecall Pro help center, the Profit Rhino integration gives contractors industry-standard pricing with quarterly updates — which is genuinely useful for trades where material cost swings can compress margin unexpectedly.

The job cost tracking feature — tracking costs associated with each job — is available starting from the Basic plan, which is a meaningful advantage over Jobber where this capability requires the top-tier Grow plan. The platform’s strength is the built-in marketing suite: postcard campaigns, email automation, review request sequences, and GPS tracking for employee locations are all included at higher tiers, making it one of the more complete operational and marketing platforms for residential contractors.

Where Housecall Pro costs can climb: the Essentials tier (5 users) runs $149–$189/month, and contractors who add GPS fleet tracking, the Profit Rhino price book, and HCP Assist (call answering) can find themselves significantly above the headline price before all the tools they actually need are included.

FieldEdge

A QuickBooks-native FSM platform for HVAC, plumbing, and electrical shops that live in their accounting system.

FieldEdge’s profit tracking approach is built around its flat-rate price book and deep QuickBooks integration. The price book lets technicians present good-better-best pricing options to customers in the field — with markup and margin targets baked in — so every service call is priced to hit a target margin rather than guessed at. The real-time sync to QuickBooks means that when a job is closed in FieldEdge, the accounting side updates automatically, eliminating the double entry that causes reconciliation problems and gives owners an inaccurate picture of their financials until month-end.

FieldEdge’s strength is serving shops that already have deep QuickBooks dependency and don’t want to rebuild their accounting workflow. It integrates with QuickBooks Online, Desktop, Desktop Enterprise, and Xplor Pay, which is broader QuickBooks compatibility than most competitors offer. The dispatch board is well-regarded for HVAC, plumbing, and electrical operations. Where FieldEdge loses points on this specific list is pricing transparency — the ~$100/office user and ~$125/field tech model means a 2-office, 5-tech shop is already paying for 7 seats before any add-ons, and the 5-week mandatory onboarding period means you’re paying subscription costs for over a month before the system is operational.

Workiz

A solid all-in-one FSM with a built-in phone system and a price book designed for margin protection.

Workiz positions itself squarely between QuoteIQ and ServiceTitan — more capable than basic scheduling tools, simpler and faster to implement than enterprise platforms. Its profit tracking plays through two channels: the built-in Price Book, which lets contractors set service prices with markup rules that guarantee each job is profitable by default, and Price Book Pro, an add-on that provides preloaded, auto-updating industry rates for HVAC, plumbing, and electrical with built-in images and upsell prompts that Workiz claims can boost job revenue by up to 80% through on-site upsells.

The built-in phone system is a genuine differentiator — Workiz includes call tracking, recording, and messaging within the platform rather than requiring a separate telephony integration. The Genius Answering AI dispatcher can answer after-hours calls and book jobs, which protects lead revenue that would otherwise be lost during off-hours. For contractors running 3–25 technicians, Workiz offers a clean interface with fast onboarding (up and running in days rather than weeks) and free weekly training for new hires.

The per-user pricing model means costs scale with your team — at $46/user/month annually, a 10-tech shop pays $460/month before the phone plan and Price Book Pro add-on. That’s more than QuoteIQ’s Max plan ($699/month for unlimited users), though Workiz’s integrated phone system may reduce what you’d otherwise spend on telephony separately.

Markate

The most affordable option with a genuine revenue/expense/profit dashboard for solo contractors and small teams.

Markate punches above its price point on financial visibility. Its built-in dashboard surfaces a clear revenue, expense, and net profit summary — not just a revenue total — at a price point that makes it the most accessible profit-tracking CRM on this list for early-stage contractors and solo operators. The job costing tools let contractors track expenses, materials, and time per job, and the platform’s monthly and yearly summary reports break down estimates, invoices, and expenses in one view.

The platform is designed for contractors who want professional operations without enterprise-level complexity. Customer communications, scheduling, invoicing, and route planning all work on mobile, and the employee performance leaderboard — showing completed or invoiced jobs per technician filtered by date — gives owners visibility into crew productivity without dedicated reporting software. Markate’s Kate AI Receptionist (recently dropped to $1/call in a February 2026 update) adds after-hours call capture without a traditional answering service subscription.

The honest limitation: Markate’s profit tracking depth is real but not sophisticated. It shows you the summary numbers clearly; it doesn’t offer the per-job margin breakdown, pipeline revenue forecasting, or AI-enhanced margin optimization that higher-tier platforms provide. For a contractor who needs to know whether the business made money this month, Markate answers that question well. For a contractor who needs to know which jobs and which service categories are most profitable, more analytical platforms are needed.

Kickserv

A simple, no-fuss FSM with basic job costing and clean QuickBooks sync for small service teams.

Kickserv is the most straightforward platform on this list — deliberately simple, quickly learned, and focused on the core field service workflow without the feature sprawl of larger platforms. Its job costing functionality ties costs back to individual jobs through QuickBooks integration, which is where the real financial reporting happens. The platform itself surfaces basic job-level financials; contractors who need deeper profit analytics typically run those reports through QuickBooks after syncing from Kickserv.

The free Lite plan (1 user, limited features) makes Kickserv approachable for contractors testing whether any FSM software improves their operations before committing to a paid subscription. The Business plan at $95/month covers most features a small team needs: scheduling, invoicing, QuickBooks sync, customer management, and estimates. For contractors in the 2–5 person range who don’t need AI features, marketing automation, or deep analytics, Kickserv is a clean, uncomplicated option.

Service Fusion

Flat-rate pricing with job cost tracking — appeals to teams that want predictable monthly costs without per-user fees.

Service Fusion offers something most competitors in this price range don’t: flat-rate monthly pricing that covers unlimited users at the Starter tier, eliminating the per-seat cost anxiety that makes platforms like FieldEdge and Workiz expensive as teams grow. The platform covers scheduling, dispatching, estimates, invoicing, customer management, and job cost tracking. Reporting capabilities include job profitability, revenue by service type, and technician performance — a more complete analytical package than entry-level platforms offer.

The job cost tracking tools allow contractors to see materials, labor, and expenses recorded against each job, with reports that surface which service types and which technicians generate the most profitable work. For growing shops that want that visibility without per-user cost scaling, Service Fusion’s flat-rate structure is appealing. The Starter plan’s unlimited users make it particularly cost-effective for teams where multiple office staff and field technicians need access.

The limitation compared to higher-ranked platforms: Service Fusion’s job costing is solid but not real-time in the way QuoteIQ’s approach integrates into the estimation workflow from the start. The platform’s marketing and automation tools are also lighter than Housecall Pro and Jobber at comparable price points.

BuilderTrend

Construction project management with budget-vs.-actual tracking — purpose-built for general contractors and remodelers.

BuilderTrend earns a spot on this list for one reason: its budget-vs.-actual tracking for construction projects. General contractors and residential builders managing multi-phase jobs with subcontractors, change orders, and complex material procurement need something different from what a field service CRM offers — and BuilderTrend’s project financial tracking (expenses, cost to complete, total earned, retainage, AR balance) addresses the specific way construction profitability works across long project timelines.

For trade contractors and service businesses — the majority of contractors this list addresses — BuilderTrend is likely the wrong tool. Its strengths are project management for large residential builds, subcontractor coordination, and construction-specific financial workflows. It is not optimized for the high-volume, multi-job-per-day service model that characterizes HVAC, pressure washing, landscaping, pest control, electrical, or similar trades where a contractor runs 5–20 jobs in a single week.

BuilderTrend’s removal of published pricing in 2026 is a frustration point that contractors consistently flag in reviews. Like ServiceTitan, the requirement to go through a sales process before knowing what you’ll pay makes budgeting decisions more difficult than they should be.