Quick Overview
- 1#1: ServiceTitan - Comprehensive business management platform for HVAC contractors featuring advanced invoicing, payments, and financial reporting.
- 2#2: Housecall Pro - All-in-one field service software that handles scheduling, dispatching, and mobile invoicing for HVAC businesses.
- 3#3: Jobber - Quoting, scheduling, and invoicing tool tailored for home service pros like HVAC technicians with payment processing.
- 4#4: FieldEdge - HVAC-specific CRM software with integrated estimating, dispatching, and billing capabilities.
- 5#5: Service Fusion - Cloud-based field service management system offering invoicing, QuickBooks integration, and payments for HVAC services.
- 6#6: Aspire - Enterprise software for commercial service contractors including HVAC, with robust billing and accounting features.
- 7#7: SuccessWare21 - Complete business automation software for HVAC and plumbing companies with integrated billing and dispatch.
- 8#8: Kickserv - Simple scheduling and invoicing platform for service businesses like HVAC with client portals and payments.
- 9#9: RazorSync - Mobile field service software providing real-time invoicing, job tracking, and QuickBooks sync for HVAC pros.
- 10#10: ServiceM8 - Job management app for trades including HVAC, featuring quoting, job cards, and automated invoicing.
We ranked these tools by evaluating key factors like advanced billing functionality, user experience, integration potential, and overall value, ensuring they cater to the unique needs of HVAC businesses, whether small or commercial.
Comparison Table
Navigating HVAC billing software demands clarity; this comparison table breaks down features, pricing, and integrations of top tools like ServiceTitan, Housecall Pro, Jobber, and more, guiding professionals to select the best fit for their business needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive business management platform for HVAC contractors featuring advanced invoicing, payments, and financial reporting. | enterprise | 9.3/10 | 9.6/10 | 8.4/10 | 8.7/10 |
| 2 | Housecall Pro All-in-one field service software that handles scheduling, dispatching, and mobile invoicing for HVAC businesses. | specialized | 9.2/10 | 9.5/10 | 8.8/10 | 9.0/10 |
| 3 | Jobber Quoting, scheduling, and invoicing tool tailored for home service pros like HVAC technicians with payment processing. | specialized | 8.6/10 | 8.4/10 | 9.1/10 | 8.0/10 |
| 4 | FieldEdge HVAC-specific CRM software with integrated estimating, dispatching, and billing capabilities. | specialized | 8.4/10 | 8.7/10 | 7.9/10 | 8.1/10 |
| 5 | Service Fusion Cloud-based field service management system offering invoicing, QuickBooks integration, and payments for HVAC services. | specialized | 8.4/10 | 8.7/10 | 8.2/10 | 8.0/10 |
| 6 | Aspire Enterprise software for commercial service contractors including HVAC, with robust billing and accounting features. | enterprise | 8.1/10 | 8.5/10 | 7.7/10 | 7.6/10 |
| 7 | SuccessWare21 Complete business automation software for HVAC and plumbing companies with integrated billing and dispatch. | specialized | 7.6/10 | 8.1/10 | 6.9/10 | 7.3/10 |
| 8 | Kickserv Simple scheduling and invoicing platform for service businesses like HVAC with client portals and payments. | specialized | 8.1/10 | 8.3/10 | 8.0/10 | 7.7/10 |
| 9 | RazorSync Mobile field service software providing real-time invoicing, job tracking, and QuickBooks sync for HVAC pros. | specialized | 7.8/10 | 8.1/10 | 7.9/10 | 7.4/10 |
| 10 | ServiceM8 Job management app for trades including HVAC, featuring quoting, job cards, and automated invoicing. | specialized | 7.8/10 | 7.6/10 | 8.4/10 | 7.2/10 |
Comprehensive business management platform for HVAC contractors featuring advanced invoicing, payments, and financial reporting.
All-in-one field service software that handles scheduling, dispatching, and mobile invoicing for HVAC businesses.
Quoting, scheduling, and invoicing tool tailored for home service pros like HVAC technicians with payment processing.
HVAC-specific CRM software with integrated estimating, dispatching, and billing capabilities.
Cloud-based field service management system offering invoicing, QuickBooks integration, and payments for HVAC services.
Enterprise software for commercial service contractors including HVAC, with robust billing and accounting features.
Complete business automation software for HVAC and plumbing companies with integrated billing and dispatch.
Simple scheduling and invoicing platform for service businesses like HVAC with client portals and payments.
Mobile field service software providing real-time invoicing, job tracking, and QuickBooks sync for HVAC pros.
Job management app for trades including HVAC, featuring quoting, job cards, and automated invoicing.
ServiceTitan
enterpriseComprehensive business management platform for HVAC contractors featuring advanced invoicing, payments, and financial reporting.
Real-time revenue cycle management with on-site financing approvals and instant payment capture
ServiceTitan is an all-in-one field service management platform tailored for HVAC contractors, with robust billing capabilities that automate invoicing, payments, and revenue management. It enables technicians to create and send invoices on-site via mobile app, process payments instantly, and integrate seamlessly with QuickBooks for accounting. The software also supports flat-rate pricing, customer financing options, and automated AR collections to accelerate cash flow.
Pros
- Comprehensive mobile invoicing and payment processing
- Seamless QuickBooks and accounting integrations
- Advanced revenue intelligence and AR automation
Cons
- Steep learning curve for full utilization
- High pricing for smaller operations
- Custom setup requires professional services
Best For
Mid-to-large HVAC contractors seeking enterprise-grade billing integrated with full business operations.
Pricing
Custom quote-based pricing; typically $265+ per tech per month plus implementation fees and add-ons.
Housecall Pro
specializedAll-in-one field service software that handles scheduling, dispatching, and mobile invoicing for HVAC businesses.
On-site invoice conversion from estimates with instant payment processing via the technician mobile app
Housecall Pro is a comprehensive field service management platform tailored for HVAC contractors and other home service pros, providing robust tools for scheduling, dispatching, customer management, and billing. It excels in HVAC billing by enabling on-site estimate creation, instant invoice generation, and seamless payment processing through integrated gateways like Stripe and QuickBooks Online. The mobile app empowers technicians to handle billing remotely, reducing paperwork and accelerating cash flow, while automation features like recurring billing support ongoing service contracts.
Pros
- Seamless mobile invoicing and real-time payment collection for faster cash flow
- Strong integrations with QuickBooks and other accounting software
- Automated billing for recurring HVAC maintenance contracts
Cons
- Higher pricing tiers required for advanced features and larger teams
- Steeper learning curve for customization and reporting
- Occasional mobile app glitches reported by users
Best For
Small to mid-sized HVAC businesses seeking an all-in-one solution for field operations and efficient billing.
Pricing
Starts at $65/month (billed annually) for solo pros; Essentials at $129/month (up to 7 users), Max at $229/month (up to 15 users), with custom enterprise pricing.
Jobber
specializedQuoting, scheduling, and invoicing tool tailored for home service pros like HVAC technicians with payment processing.
ClientHub self-service portal allowing clients to view, approve quotes, pay invoices, and request services independently
Jobber is a comprehensive field service management platform tailored for HVAC contractors, focusing on streamlining quoting, invoicing, scheduling, and payments. It enables quick conversion from job quotes to professional invoices, supports online payment collection via credit card or ACH, and automates recurring billing for service contracts. The software integrates seamlessly with QuickBooks for effortless accounting sync, making it a solid all-in-one solution for billing workflows in smaller HVAC operations.
Pros
- Intuitive quote-to-invoice workflow with mobile app support for on-site billing
- Seamless QuickBooks integration for automated accounting
- ClientHub portal for self-service payments and invoice access
Cons
- Pricing increases significantly with team size and features
- Reporting lacks advanced customization for complex HVAC analytics
- Limited built-in support for intricate job costing or inventory tracking
Best For
Small to medium HVAC businesses seeking an user-friendly all-in-one tool for billing, scheduling, and basic CRM without needing heavy customization.
Pricing
Lite ($69/mo, 1 user), Core ($169/mo, up to 7 users), Connect ($349/mo, up to 30 users); annual billing offers discounts, free trial available.
FieldEdge
specializedHVAC-specific CRM software with integrated estimating, dispatching, and billing capabilities.
Real-time in-field invoicing and payment collection with instant QuickBooks sync
FieldEdge is a comprehensive field service management software designed for HVAC, plumbing, and electrical contractors, with strong emphasis on streamlined billing and invoicing processes. It allows technicians to generate professional invoices directly from the mobile app on-site, process payments via integrated gateways, and sync data seamlessly with QuickBooks for accurate accounting. The platform also supports automated billing rules, recurring invoicing, and real-time financial reporting to optimize cash flow for service businesses.
Pros
- Robust on-site invoicing and payment processing via mobile app
- Seamless QuickBooks integration for effortless accounting sync
- Automated billing workflows and customizable invoice templates
Cons
- Steep learning curve for new users due to extensive features
- Pricing can be high for smaller teams without volume discounts
- Limited advanced analytics compared to enterprise competitors
Best For
Mid-sized HVAC contractors seeking integrated field service and billing management with strong mobile capabilities.
Pricing
Custom pricing starting at around $150 per user per month, with tiers based on features and user count; annual contracts offer discounts.
Service Fusion
specializedCloud-based field service management system offering invoicing, QuickBooks integration, and payments for HVAC services.
Real-time mobile invoicing and payment processing directly from the technician app, integrated with GPS job tracking
Service Fusion is a comprehensive field service management platform tailored for HVAC contractors, with strong billing and invoicing capabilities integrated into its scheduling and dispatching tools. It allows technicians to generate estimates, track job progress, and create invoices directly from the mobile app, supporting flat-rate pricing, online payments, and QuickBooks synchronization. The software streamlines HVAC billing workflows by automating recurring invoices, job costing, and financial reporting, making it suitable for service-based businesses managing multiple jobs daily.
Pros
- Seamless QuickBooks integration for automated billing and accounting sync
- Mobile app enables on-site invoicing, estimates, and payment collection
- Supports flat-rate pricing, recurring billing, and job costing tailored for HVAC
Cons
- Pricing can be steep for small HVAC teams with fewer users
- Steeper learning curve for customizing billing workflows
- Reporting features lack deep customization for complex financial analysis
Best For
Mid-sized HVAC companies seeking an all-in-one platform with robust mobile billing and field service integration.
Pricing
Custom pricing starting at $149/user/month (billed annually), with tiers scaling based on users and features.
Aspire
enterpriseEnterprise software for commercial service contractors including HVAC, with robust billing and accounting features.
Aspire Pay with built-in customer financing, enabling instant approvals and payments for large HVAC jobs directly in the invoicing workflow.
Aspire (myaspire.com) is an all-in-one business management software tailored for HVAC contractors and other home service businesses, offering robust tools for scheduling, dispatching, CRM, and billing. Its HVAC billing capabilities include real-time mobile invoicing, integrated payment processing with Aspire Pay, QuickBooks Online sync, and flat-rate pricing catalogs. The platform emphasizes streamlining end-to-end operations to improve cash flow and customer satisfaction.
Pros
- Comprehensive billing suite with mobile invoicing and QuickBooks integration
- Aspire Pay for seamless online payments and financing options
- Strong reporting and analytics for billing insights
Cons
- Higher pricing may not suit very small operations
- Steeper learning curve due to extensive features
- Limited free trial and custom pricing requires demo
Best For
Mid-sized HVAC companies seeking an integrated platform that combines billing with full business management.
Pricing
Custom pricing starting at around $150/user/month for core plans, with tiers like Pro and Enterprise; requires a demo for exact quotes.
SuccessWare21
specializedComplete business automation software for HVAC and plumbing companies with integrated billing and dispatch.
SuccessTrack flat-rate pricing system with built-in catalogs for quick, accurate HVAC invoicing
SuccessWare21 is a comprehensive business management software tailored for HVAC, plumbing, and electrical contractors, offering tools for scheduling, dispatching, invoicing, and accounting. Its billing features include flat-rate pricing catalogs, real-time mobile invoicing, and seamless integration with payment processors and QuickBooks. It helps streamline the entire service workflow from job initiation to payment collection, reducing paperwork and errors.
Pros
- Robust flat-rate pricing and invoicing with mobile technician apps
- Strong integration with accounting software like QuickBooks
- All-in-one platform covering dispatch, CRM, and payments
Cons
- Steep learning curve for new users due to dated interface
- Pricing can be expensive for small businesses
- Limited modern customization and reporting flexibility
Best For
Mid-sized HVAC contractors needing an integrated solution for billing, dispatching, and accounting without multiple tools.
Pricing
Custom quote-based pricing, typically $200–$500+ per month depending on users and modules; includes setup fees.
Kickserv
specializedSimple scheduling and invoicing platform for service businesses like HVAC with client portals and payments.
Mobile-first invoicing with electronic signatures and instant payment processing directly from the job site
Kickserv is a cloud-based field service management software designed for HVAC contractors and similar trades, offering tools for scheduling, dispatching, job tracking, estimates, invoicing, and payments. It integrates billing directly into the workflow, allowing technicians to create jobs on-site via mobile app, convert estimates to invoices, and process payments with signatures. The platform also supports QuickBooks integration for seamless accounting, making it suitable for streamlining HVAC billing operations in small to medium businesses.
Pros
- Seamless job-to-invoice conversion with mobile on-site payments
- Strong QuickBooks integration for HVAC accounting
- Real-time dispatching and GPS tracking tied to billing workflows
Cons
- Limited advanced HVAC-specific features like detailed parts inventory tracking
- Higher pricing for full features may not suit very small teams
- Reporting and analytics are functional but not as customizable as top competitors
Best For
Small to medium HVAC contractors seeking an all-in-one platform for field service management and straightforward billing.
Pricing
Starts at $59/user/month (Basic, billed annually), Pro at $99/user/month, Enterprise custom; 14-day free trial available.
RazorSync
specializedMobile field service software providing real-time invoicing, job tracking, and QuickBooks sync for HVAC pros.
Real-time GPS tracking with integrated dispatching and mobile invoicing for instant job completion and billing
RazorSync is a cloud-based field service management software tailored for HVAC contractors, offering tools for scheduling, dispatching, technician tracking, and on-site invoicing. It allows field technicians to generate invoices, collect payments via credit card, and sync data in real-time with the office through its mobile app. The platform integrates with QuickBooks for seamless accounting and provides inventory management to support HVAC service operations.
Pros
- Intuitive mobile app for on-site invoicing and payments
- Real-time GPS tracking and dispatching
- Strong QuickBooks integration for billing automation
Cons
- Limited advanced reporting and analytics
- Customization options are somewhat basic
- Pricing can add up with per-technician fees and add-ons
Best For
Small to mid-sized HVAC businesses needing mobile billing and field management without complex enterprise features.
Pricing
Starts at $65 per technician/month (billed annually), with additional costs for payment processing, inventory, and premium support.
ServiceM8
specializedJob management app for trades including HVAC, featuring quoting, job cards, and automated invoicing.
Live job board with real-time GPS tracking and automated status updates for supervisors
ServiceM8 is a cloud-based field service management platform tailored for trades like HVAC, providing tools for job scheduling, dispatching, quoting, and invoicing directly from mobile devices. It allows HVAC technicians to log time, materials, and expenses on-site, automatically generating invoices from completed jobs with support for recurring billing and online payments. The software offers customer portals, reporting dashboards, and integrations with accounting tools like QuickBooks for streamlined financial management.
Pros
- Intuitive mobile app for on-site job tracking and instant invoicing
- Real-time GPS dispatching and scheduling for efficient HVAC operations
- Seamless integrations with payment processors and accounting software
Cons
- Lacks HVAC-specific features like refrigerant logs or flat-rate pricing catalogs
- Pricing scales per user, which can become expensive for larger teams
- Limited customization for advanced billing workflows compared to specialized tools
Best For
Small to medium-sized HVAC businesses seeking integrated job management and billing without needing deep industry-specific HVAC tools.
Pricing
Starts at $29 AUD/user/month (Basic), $99 AUD/user/month (Essentials), $149 AUD/user/month (Premium); additional mobile staff at $9/month each.
Conclusion
ServiceTitan leads as the top HVAC billing software, delivering a comprehensive mix of tools for invoicing, payments, and management. Housecall Pro and Jobber stand as strong alternatives, each excelling in areas like scheduling or mobile functionality, ensuring there’s a fit for various business needs. Together, these tools simplify operations, boosting efficiency and financial tracking for HVAC professionals.
Take the first step toward streamlined operations—start with ServiceTitan to experience its powerful billing capabilities firsthand.
Tools Reviewed
All tools were independently evaluated for this comparison