Do I need both a field-service platform and a marketing CRM?

Most home-service companies past about five trucks end up running both, because the two tools do different jobs. Field-service software handles scheduling, dispatch, invoicing, and job history. A marketing CRM handles lead capture, speed-to-lead, nurture sequences, review requests, and reactivation campaigns.

If you are under three trucks, start with the field platform alone and use its built-in reminders and review requests. Add the marketing layer once you have a database worth mining, typically a few hundred past customers, or once leads arrive from more than two sources and start slipping through the cracks.

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