Quick Overview
- 1#1: ServiceTitan - All-in-one business management platform for HVAC contractors with advanced dispatching, CRM, marketing, and financial tools.
- 2#2: Housecall Pro - Field service software that streamlines scheduling, invoicing, payments, and customer communication for HVAC businesses.
- 3#3: Jobber - Cloud-based software for home service pros including HVAC, offering quoting, scheduling, routing, and QuickBooks integration.
- 4#4: FieldEdge - HVAC-specific field service management with mobile apps for technicians, flat-rate pricing, and inventory tracking.
- 5#5: SuccessWare21 - Tailored HVAC contractor software for job management, dispatching, accounting, and performance tracking.
- 6#6: Service Fusion - Comprehensive platform for HVAC and plumbing businesses handling estimates, scheduling, invoicing, and QuickBooks sync.
- 7#7: RazorSync - Mobile-first field service software for HVAC with scheduling, GPS tracking, invoicing, and real-time reporting.
- 8#8: Kickserv - Simple field service management tool for HVAC pros featuring job scheduling, technician dispatch, and customer portals.
- 9#9: mHelpDesk - Field service app for HVAC businesses providing job tracking, automated billing, and asset management features.
- 10#10: Fergus - Job management software for HVAC trades with quoting, timesheets, purchasing, and profitability tools.
Tools were selected based on HVAC-specific features like dispatching, CRM, and inventory tracking, along with usability, reliability, and overall value for businesses of varying sizes.
Comparison Table
Choosing the right heating and air conditioning business software is key to optimizing operations, client management, and long-term success. This comparison table examines top tools like ServiceTitan, Housecall Pro, Jobber, FieldEdge, SuccessWare21, and more, detailing features, pricing, and ideal workflows to help readers identify the best fit for their needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan All-in-one business management platform for HVAC contractors with advanced dispatching, CRM, marketing, and financial tools. | enterprise | 9.3/10 | 9.6/10 | 8.1/10 | 8.7/10 |
| 2 | Housecall Pro Field service software that streamlines scheduling, invoicing, payments, and customer communication for HVAC businesses. | specialized | 9.1/10 | 9.4/10 | 8.9/10 | 8.7/10 |
| 3 | Jobber Cloud-based software for home service pros including HVAC, offering quoting, scheduling, routing, and QuickBooks integration. | specialized | 8.8/10 | 8.6/10 | 9.3/10 | 8.2/10 |
| 4 | FieldEdge HVAC-specific field service management with mobile apps for technicians, flat-rate pricing, and inventory tracking. | specialized | 8.7/10 | 9.2/10 | 8.4/10 | 8.1/10 |
| 5 | SuccessWare21 Tailored HVAC contractor software for job management, dispatching, accounting, and performance tracking. | specialized | 8.4/10 | 9.1/10 | 7.6/10 | 8.0/10 |
| 6 | Service Fusion Comprehensive platform for HVAC and plumbing businesses handling estimates, scheduling, invoicing, and QuickBooks sync. | specialized | 8.2/10 | 8.5/10 | 7.9/10 | 8.0/10 |
| 7 | RazorSync Mobile-first field service software for HVAC with scheduling, GPS tracking, invoicing, and real-time reporting. | specialized | 8.2/10 | 8.5/10 | 8.0/10 | 7.8/10 |
| 8 | Kickserv Simple field service management tool for HVAC pros featuring job scheduling, technician dispatch, and customer portals. | specialized | 8.1/10 | 8.0/10 | 8.5/10 | 7.8/10 |
| 9 | mHelpDesk Field service app for HVAC businesses providing job tracking, automated billing, and asset management features. | specialized | 8.1/10 | 7.9/10 | 8.4/10 | 7.8/10 |
| 10 | Fergus Job management software for HVAC trades with quoting, timesheets, purchasing, and profitability tools. | specialized | 7.9/10 | 7.6/10 | 8.4/10 | 7.8/10 |
All-in-one business management platform for HVAC contractors with advanced dispatching, CRM, marketing, and financial tools.
Field service software that streamlines scheduling, invoicing, payments, and customer communication for HVAC businesses.
Cloud-based software for home service pros including HVAC, offering quoting, scheduling, routing, and QuickBooks integration.
HVAC-specific field service management with mobile apps for technicians, flat-rate pricing, and inventory tracking.
Tailored HVAC contractor software for job management, dispatching, accounting, and performance tracking.
Comprehensive platform for HVAC and plumbing businesses handling estimates, scheduling, invoicing, and QuickBooks sync.
Mobile-first field service software for HVAC with scheduling, GPS tracking, invoicing, and real-time reporting.
Simple field service management tool for HVAC pros featuring job scheduling, technician dispatch, and customer portals.
Field service app for HVAC businesses providing job tracking, automated billing, and asset management features.
Job management software for HVAC trades with quoting, timesheets, purchasing, and profitability tools.
ServiceTitan
enterpriseAll-in-one business management platform for HVAC contractors with advanced dispatching, CRM, marketing, and financial tools.
Real-time profit margin tracking and forecasting integrated across dispatching, pricing, and invoicing
ServiceTitan is a comprehensive cloud-based field service management platform tailored for HVAC, plumbing, and electrical contractors, offering end-to-end tools for scheduling, dispatching, invoicing, and customer management. It includes a robust mobile app for technicians, CRM features, marketing automation, and advanced analytics to track profitability and performance in real-time. Designed to scale with growing businesses, it integrates seamlessly with accounting software like QuickBooks and supports service agreements critical for HVAC maintenance contracts.
Pros
- All-in-one platform covering operations, CRM, and marketing
- Powerful mobile app with GPS tracking and real-time dispatching
- Advanced reporting and profitability analytics tailored for HVAC
Cons
- High cost with custom pricing
- Steep learning curve and complex initial setup
- Overkill for very small businesses with few technicians
Best For
Mid-sized to large HVAC companies with multiple technicians seeking scalable, feature-rich software to optimize operations and revenue.
Pricing
Custom quote-based pricing, typically $300-$500+ per technician per month plus implementation fees and add-ons.
Housecall Pro
specializedField service software that streamlines scheduling, invoicing, payments, and customer communication for HVAC businesses.
Real-time Dispatch Board with automated routing and technician optimization tailored for HVAC service calls
Housecall Pro is an all-in-one field service management platform designed for HVAC businesses, providing tools for scheduling, dispatching, invoicing, payments, and customer management. It features a mobile app for technicians to access job details, update statuses, capture signatures, and process payments on-site, while office staff benefit from a centralized dispatch board with GPS tracking and route optimization. The software also supports recurring maintenance contracts, inventory tracking, and automated customer communications to boost efficiency and revenue for heating and air conditioning contractors.
Pros
- Intuitive drag-and-drop scheduling and real-time dispatching with GPS integration
- Seamless on-site payments, invoicing, and QuickBooks syncing
- Robust mobile app and customer portal for bookings and communications
Cons
- Pricing scales quickly with additional users and features
- Steeper learning curve for advanced reporting and customizations
- Limited native inventory management depth for complex HVAC stock needs
Best For
Medium-sized HVAC businesses with field technicians looking to automate dispatching, billing, and customer interactions for scalable growth.
Pricing
Starts at $65/user/month (Essentials plan, billed annually), up to $229/user/month (Max plan); additional fees for payments processing and add-ons.
Jobber
specializedCloud-based software for home service pros including HVAC, offering quoting, scheduling, routing, and QuickBooks integration.
Smart dispatching with real-time GPS routing and automated scheduling optimization
Jobber is a cloud-based field service management software tailored for home service businesses like HVAC contractors, offering tools for scheduling, dispatching, quoting, invoicing, and customer relationship management. It features a mobile app for technicians to manage jobs on-site, capture signatures, and update statuses in real-time. The platform integrates with accounting software like QuickBooks and provides automation for payments and follow-ups. Overall, it simplifies operations for HVAC businesses handling service calls, maintenance contracts, and installations.
Pros
- Intuitive drag-and-drop scheduling and dispatching
- Powerful mobile app with GPS tracking for techs
- Automated quoting, invoicing, and payment processing
Cons
- Pricing scales quickly for larger teams
- Reporting lacks deep customization for complex HVAC analytics
- Some HVAC-specific features require workarounds or integrations
Best For
Small to mid-sized HVAC businesses with 1-30 technicians needing an easy-to-use platform for daily operations and customer management.
Pricing
Starts at $69/mo (Lite, 1 user), Core $169/mo (up to 7 users), Connect $349/mo (up to 30 users), Grow custom; annual billing offers discounts.
FieldEdge
specializedHVAC-specific field service management with mobile apps for technicians, flat-rate pricing, and inventory tracking.
Automated service agreement lifecycle management with renewal reminders and upsell opportunities
FieldEdge is a robust field service management software tailored for HVAC, plumbing, and electrical contractors, offering end-to-end tools for scheduling, dispatching, invoicing, and customer relationship management. It features a powerful mobile app for technicians to access job details, update statuses in real-time, capture signatures, and process payments on-site. The platform integrates seamlessly with QuickBooks for accounting and includes inventory tracking, service agreement management, and GPS dispatching to optimize operations and boost profitability for service businesses.
Pros
- Intuitive mobile app with real-time GPS tracking and on-site invoicing
- Seamless QuickBooks integration for effortless accounting
- Comprehensive service agreement tools for recurring revenue management
Cons
- Pricing can be steep for very small teams
- Reporting customization is somewhat limited
- Occasional software glitches reported by users
Best For
Mid-sized HVAC contractors with 10-50 technicians seeking integrated dispatching, mobile productivity, and accounting sync.
Pricing
Custom quotes starting at $125-$200 per technician/month, plus setup fees and add-ons for advanced modules.
SuccessWare21
specializedTailored HVAC contractor software for job management, dispatching, accounting, and performance tracking.
Visual dispatching board with drag-and-drop scheduling, route optimization, and real-time technician status updates
SuccessWare21 is a comprehensive business management platform designed specifically for HVAC contractors, providing tools for dispatching, scheduling, invoicing, accounting, CRM, and inventory management. It integrates seamlessly with flat-rate pricing catalogs and QuickBooks, enabling efficient job quoting, technician dispatching, and financial tracking. The software also offers a mobile app for field techs to access job details, update statuses, and process payments on-site, making it a robust all-in-one solution for streamlining HVAC operations.
Pros
- HVAC-specific features like flat-rate pricing integration and advanced dispatching board
- Strong accounting, CRM, and reporting capabilities with QuickBooks sync
- Mobile app enhances field productivity with real-time updates and GPS tracking
Cons
- Outdated user interface that can feel clunky compared to modern competitors
- Steep learning curve and lengthy implementation process
- High pricing may not suit very small HVAC businesses
Best For
Mid-sized HVAC contractors needing a feature-rich, industry-tailored platform for dispatching and operations management.
Pricing
Custom quote-based pricing, typically $150-$300 per user/month depending on modules, plus one-time setup fees of $5,000+ and training costs.
Service Fusion
specializedComprehensive platform for HVAC and plumbing businesses handling estimates, scheduling, invoicing, and QuickBooks sync.
Real-time GPS dispatching and routing that optimizes technician assignments and provides live tracking for jobs
Service Fusion is a comprehensive cloud-based field service management platform tailored for HVAC, plumbing, and electrical contractors, offering tools for scheduling, dispatching, invoicing, and customer management. It features a robust mobile app for technicians to access job details, update statuses, and process payments on-site, with GPS tracking for efficient routing. The software integrates seamlessly with QuickBooks and supports flat-rate pricing books, making it ideal for streamlining HVAC business operations from quote to cash.
Pros
- Powerful scheduling and real-time dispatching with GPS tracking
- Intuitive mobile app for technicians enabling on-site invoicing and payments
- Strong integrations including QuickBooks and flat-rate pricing catalogs
Cons
- Pricing can be steep for very small teams
- Steeper learning curve for advanced features
- Reporting and custom analytics could be more flexible
Best For
Mid-sized HVAC companies seeking an all-in-one platform to manage field operations, technician dispatching, and back-office tasks efficiently.
Pricing
Starts at around $195/month for basic plans (up to 3 users), with custom quotes for Pro and Enterprise tiers scaling by users and features.
RazorSync
specializedMobile-first field service software for HVAC with scheduling, GPS tracking, invoicing, and real-time reporting.
Visual drag-and-drop scheduling board that provides real-time technician availability and job optimization
RazorSync is a cloud-based field service management platform tailored for HVAC and other trades, offering tools for scheduling, dispatching, invoicing, and customer management. It features a robust mobile app for technicians to access job details, update statuses, capture signatures, and process payments on-site. The software integrates seamlessly with QuickBooks and includes GPS tracking for optimized routing and real-time visibility into field operations.
Pros
- Intuitive drag-and-drop scheduling board for efficient dispatch
- Strong mobile app with offline access and GPS integration
- Seamless QuickBooks sync for streamlined accounting
Cons
- Pricing can escalate quickly with additional users and features
- Reporting tools lack advanced customization options
- Steeper learning curve for non-tech-savvy teams
Best For
Small to mid-sized HVAC contractors seeking mobile-first field service management with solid dispatching and invoicing capabilities.
Pricing
Custom quotes starting around $100/month for basic plans, with per-technician fees and tiers up to $300+/month for advanced features.
Kickserv
specializedSimple field service management tool for HVAC pros featuring job scheduling, technician dispatch, and customer portals.
Real-time GPS fleet tracking and geofencing for precise technician dispatching and job arrival notifications
Kickserv is a cloud-based field service management platform tailored for HVAC and other home service businesses, enabling efficient scheduling, dispatching, invoicing, and customer relationship management. It features a mobile app for technicians to access job details, update statuses, capture signatures, and process payments on-site. The software integrates with QuickBooks for seamless accounting and supports recurring maintenance contracts common in HVAC operations.
Pros
- Intuitive drag-and-drop scheduling and real-time dispatching
- Robust mobile app with GPS tracking for technicians
- Strong QuickBooks integration for effortless invoicing
Cons
- Limited advanced inventory and parts management
- Reporting features lack depth compared to enterprise tools
- Setup and onboarding can require some learning curve
Best For
Small to mid-sized HVAC contractors seeking an affordable, mobile-first solution for daily operations and basic CRM.
Pricing
Starts at $59/user/month (Solo plan, billed annually), up to $119/user/month (Accelerate plan); includes a one-time setup fee.
mHelpDesk
specializedField service app for HVAC businesses providing job tracking, automated billing, and asset management features.
Visual drag-and-drop scheduler with automated dispatching and route optimization
mHelpDesk is a cloud-based field service management platform tailored for service businesses, including HVAC companies, offering tools for job scheduling, dispatching, invoicing, and customer relationship management. It features a mobile app for technicians to access job details, update statuses, capture signatures, and process payments on-site. The software integrates with QuickBooks and provides GPS tracking for efficient routing. While versatile, it focuses on general field service rather than deep HVAC-specific functionalities like refrigerant logging.
Pros
- Intuitive drag-and-drop scheduling and real-time dispatching
- Robust mobile app with GPS tracking and offline capabilities
- Seamless QuickBooks integration for invoicing and accounting
Cons
- Lacks advanced HVAC-specific tools like parts inventory or compliance tracking
- Pricing increases significantly with more users
- Customer support response times can vary
Best For
Small to medium-sized HVAC businesses seeking straightforward field service management without needing highly specialized industry features.
Pricing
Starts at $169/month (Basic, up to 5 users), $349/month (Pro, 6-15 users), with Enterprise plans available upon request; annual discounts offered.
Fergus
specializedJob management software for HVAC trades with quoting, timesheets, purchasing, and profitability tools.
Integrated purchasing module that pulls supplier catalogs and auto-generates POs directly from job requirements
Fergus is a cloud-based job management software designed for trade businesses, including HVAC contractors, offering tools for quoting, scheduling, timesheeting, invoicing, and purchasing. It features a mobile app for technicians to access job details, log time, and capture photos on-site, with real-time updates to the office. The platform integrates with accounting software like Xero and QuickBooks to streamline financial workflows for heating and air conditioning service providers.
Pros
- Intuitive mobile app for field technicians
- Real-time job costing and profitability tracking
- Seamless integrations with accounting tools
Cons
- Limited advanced CRM and customer portal features
- Reporting capabilities are basic compared to competitors
- No specialized HVAC modules like equipment lifecycle tracking
Best For
Small to medium-sized HVAC businesses needing straightforward job management without complex enterprise features.
Pricing
Starts at $59/user/month for Pro plan (billed annually), with higher tiers up to $99/user/month; custom enterprise pricing available.
Conclusion
Selecting the right heating and air conditioning business software requires considering distinct needs, but the top tools deliver tailored solutions. ServiceTitan leads as the all-in-one choice, integrating advanced dispatching, CRM, and financial features to streamline operations. Housecall Pro and Jobber, strong alternatives, excel in simplifying scheduling and payments or offering cloud-based flexibility with QuickBooks integration, providing reliable options for varied workflows.
Elevate your HVAC business by trying the top-ranked tool, ServiceTitan, and discover how its comprehensive features can enhance efficiency and success in the field.
Tools Reviewed
All tools were independently evaluated for this comparison