Key Takeaways
- Running a home services business means managing finances, scheduling, field operations, customer communication, and marketing all at once. The right apps handle the administrative work so your time goes toward the jobs that actually generate revenue.
- QuickBooks Online is the most widely used accounting tool for small businesses, with tiered pricing, expense tracking, invoicing, tax deductions, and access to professional bookkeepers when you need them.
- Jobber is built specifically for home services operations. It handles service requests, scheduling, quoting, invoicing, and payment collection in one place, which reduces the back-and-forth that slows down smaller teams.
- Expensify eliminates the receipt pile by letting you photograph receipts in the field. It extracts the relevant information automatically and integrates with accounting software so nothing gets lost between jobs.
- Toggl makes time tracking simple for business owners managing multiple technicians across multiple jobs. Accurate time logs mean more accurate invoices and fewer disputes.
- Dropbox gives your team a central place to store and access manuals, contracts, work orders, and invoices from any device, which matters when your team is spread across job sites.
- Scorpion handles the marketing side of your business, from your website and local SEO to paid ads, reviews, and customer communication, so your business keeps booking jobs while you focus on the work.
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Top 7 Apps to Help Manage Your Home Services Business
The biggest concern of the average home services business owner is turning a steady profit and growing their company. To accomplish that, you’ve got to become more efficient regarding essentials like managing finances, client interactions, and vendor dealings. However, that can be hard when trying to fulfill customer requests around the clock.
Owning an HVAC, plumbing, electrical, or other home services company means working long hours. Under those circumstances, the marketing tools to manage your home services business can make a big difference. Here are seven apps built to help home services businesses run more efficiently and book more jobs.
1. QuickBooks Online
Many small business owners turn to QuickBooks Online to manage their accounting needs. Several pricing tiers are available to accommodate your company’s budgeting needs, with more features available for the higher-priced plans. In addition, you get access to reporting and other tools needed to track business cash flows.
Business owners can access QuickBooks Online from any desktop or mobile device. If there is confusion about an accounting issue, owners can contact one of the company’s professional bookkeepers for additional help.
Other features available from QuickBooks Online include the following:
Expense tracking
Reporting
Workflow automation
Tax deductions
1099 forms
Invoicing
Customizable forms
2. Scorpion
Most apps on this list handle one specific function. Scorpion handles your entire marketing operation, from your website and local search visibility to customer reviews, paid ads, and communication tools.
Most home services business owners are too busy running jobs to think about Google ad campaigns, website updates, or review management. Scorpion handles all of that so your marketing keeps working even when you're on the job.
Scorpion does everything from researching your customer base to helping you locate reliable talent to bring into your company. In addition, we have tools available to help you with the following:
- Search engine rankings and local SEO so customers find your business first
- Paid advertising on Google and social media targeted to your service area
- A website built to convert visitors into booked jobs
- Review management so your reputation works for you around the clock
- Customer communication tools so no inquiry goes unanswered
We provide the technology and support to streamline your business processes and make you more efficient. That way, you have more time to focus on other essentials.
3. Toggl
Toggl helps home services business owners by allowing them to assign and track work on a project basis for themselves and other workers. For example, if you own an electrical company and have two upcoming jobs, you can use Toggl to assign jobs to technicians. Each technician can access Toggl from a mobile device while in the field to automatically track how much time they spend on their respective assignments.
Business owners have an easier time generating accurate invoices. It also saves a lot of keying time and cuts down on errors. In addition, it’s easier for business owners to accurately calculate labor expenses, bill clients correctly, and ensure prompt payment of employees or contractors.
Other Toggl features that make it a top home services app include the following:
Reporting
Analytics
Real-time project visibility
4. Expensify
Piles of receipts from various jobs can quickly overwhelm home service business owners. If you forget to log something correctly, that can come back to bite you when it’s time to pay your taxes. Expensify takes a lot of the worry out of tracking receipts by eliminating a lot of the labor.
Instead of doing a lot of typing, you use the home services app to take a picture of the receipt. Expensify reads, imports, and stores the relevant information. Even better, you can use the app from a desktop computer or scan receipts from your phone. Information extracted from receipts includes essentials like:
Dates
Vendor Names
Dollar Amounts
You can still manually enter receipts into Expensify when you need to log something for a specific project. Below are some other features Expensify offers to make you more efficient when it comes to tracking expenses:
Automatic approvals
Accounting and payroll software integrations
Reports in PDF or CSV format
5. Jobber
Jobber helps home service businesses with job scheduling, appointment setting, and task assignment. Clients can use Jobber to request services. Business owners can quickly generate quotes and estimates to ensure clients understand all potential expenses before committing to a service.
From there, companies can look up the schedule of technicians available for the job. After completing the work, company owners can generate invoices for customers. The home services app integrates with popular payment processors, making it easier for customers to make payments.
Jobber also includes features like:
Third-party integrations with accounting software
Time and expense tracking
Client information management
6. Dropbox
Dropbox gives your team one place to store and access the documents that keep jobs moving, accessible from any device with an internet connection. HVAC companies and other home service companies can use Dropbox to centralize storage of essential documents like:
Manuals
Contracts
Work Orders
Invoices
You can make files available to anyone who needs access for further collaboration. Because Dropbox is cloud-based, business owners can access documents from any device with an internet connection. All information gets backed up, which protects owners against hardware failure or other technical issues. The app also integrates with tools like customer relationship management (CRM) software.
7. Teamdeck
Teamdeck helps home services business owners manage worker availability and capacity across multiple jobs. If you're running a larger team and need to see at a glance who is available, booked, or on time off, Teamdeck gives you that visibility in one place. It also tracks billable hours and generates time reports that feed directly into your invoicing process.
The home services app also helps with other essential tasks like:
Budget management
Tracking time off
Reporting
Users can set up timers to alert them when they have an upcoming job to ensure they don’t miss the customer’s window. In addition, company owners can use the time tracking features to calculate billable hours, which helps them set up accurate invoices for billing.
Get Everything You Need for Your Home Services Business
Many quality home service apps are available to make your life easier as a business owner. However, keeping up with multiple applications can quickly get out of hand. Scorpion helps alleviate the burden of running a business by covering all your bases.
Scorpion handles the marketing side of running your business, from your website and local search rankings to paid ads, customer reviews, and communication tools. Talk to a Scorpion marketing expert who specializes in home services to see what a full marketing strategy looks like for your business.
