FSM Software Roundup: 7 Updates That Matter This Week

Announced February 25, 2026 and now fully live. When building a quote in Jobber, you can search Home Depot’s full catalog of 3 million+ products without leaving the app. You get current in-store pricing, product images, verified details, and local inventory availability from stores within 50 miles of your business address.

When you add a product to the quote, Jobber pulls the item automatically — name, image, and current price included. You then add your markup on top. If prices change between when you built the quote and when you use a template again, Jobber notifies you and prompts an update. Product images appear in both PDF quotes and client hub.

What it doesn’t do yet: You cannot save Home Depot items to your Products & Services list, and the catalog is only accessible during quote creation — not during job creation. Jobber has said more retailers and distributors are coming.

Launched January 23, 2026, these audience filter expansions give you more control over who receives your marketing campaigns. Previously, building specific customer segments required manual workarounds. The five new targeting options include city-level targeting, letting you reach customers in a specific city without building lists from scratch.

Combined with Jobber’s Campaign Generator (which was launched in September 2025 alongside the AI features), this makes Jobber’s marketing tools considerably more capable for contractors doing targeted seasonal outreach. Read more about getting customers with FSM software.

Jobber added the ability to snap and upload multiple photos in a row across the platform, without waiting for each one to finish uploading. On top of that, image markup is now available — techs can draw, add text, place shapes, add measurements, and leave notes directly on job photos. This is useful for documenting pre-existing damage, scope notes, and progress markers that clients and managers need to review.

Also shipped: lead source auto-tagging when sharing request forms on Facebook, Instagram, Google, or Yelp. Each platform gets its own tracking link. GA4 tracking code can also be added for conversion attribution.

Previously only available on desktop, gallery sharing has arrived in the HCP mobile app. Field techs can now select multiple attachments from a customer profile and send them via SMS or email in a few taps — without going back to the office or asking someone at the desk to send files.

The updated mobile jobs list view was also redesigned — it now shows ticket size, job status, job number, and customer name in one streamlined layout. HCP also added automatic photo upload retries: if a photo fails in a low-signal area, the app retries automatically when a better signal is available, keeping job documentation complete. These are exactly the kinds of friction points that compound into lost time across a fleet.

CSR AI Chat Answering handles incoming website chat messages automatically. It answers common questions, captures job details, summarizes conversations for follow-up, and alerts your team when human intervention is needed. HCP describes it as “an extra customer service rep without adding headcount.” It sits in the same category as ServiceTitan’s AI Voice Agents but for chat, not phone.

Also added: Accountant AI — ask accounting questions directly inside HCP and get instant answers based on your books, transactions, and reports. No digging through reports manually.

Two meaningful automation updates: Exit logic lets you automatically stop a campaign sequence the moment a customer takes action — a job gets scheduled, a review is submitted, or any other goal is met. This prevents the customer from receiving a follow-up message after they’ve already booked. New triggers include estimate sent and job paid, giving you more entry and exit points for campaign timing.

These improvements close a real gap — HCP’s previous campaign system could over-message customers who had already responded positively. More information on HCP Campaigns setup and FAQ.

Recurring Discounts now allows automatic discounts on recurring appointments — service plans, maintenance contracts, any job type. This removes manual work from loyalty pricing and makes it easier to build a predictable recurring revenue model without having to manually apply discounts on each invoice.

Combined with the Campaign exit logic above, Housecall Pro is building a more coherent customer retention loop. Learn more about building recurring revenue as a contractor.

Atlas is ServiceTitan’s in-platform AI co-pilot. You interact with it in plain English — ask it to run reports, find jobs, dispatch technicians, or guide workflows. It’s live now for ServiceTitan users and continues to expand. Smarter Routing is in private preview and goes GA in summer 2026. It uses a visual map builder to give dispatchers more control over technician routing and aims to reduce drive time and maximize jobs per day.

ServiceTitan’s AI roadmap for 2026 also includes CRM: Residential (GA spring 2026) — a speed-to-lead approach with a centralized follow-up queue for residential customers. And Ford Pro + Fleet Pro is in private preview, going GA spring 2026 — it connects Ford vehicles (2019+) directly to Fleet Pro for real-time tracking without manual setup. Full recap at ServiceTitan’s era of automation webinar.