Quick Overview
- 1#1: ServiceTitan - Comprehensive enterprise platform for HVAC businesses managing scheduling, dispatching, invoicing, marketing, and inventory.
- 2#2: Housecall Pro - All-in-one field service software for HVAC contractors handling bookings, payments, QuickBooks integration, and customer communication.
- 3#3: FieldEdge - HVAC-focused management tool with dispatching, flat-rate pricing, technician tracking, and accounting integration.
- 4#4: SuccessWare21 - Specialized HVAC business software offering CRM, scheduling, service agreements, and advanced reporting features.
- 5#5: ServiceMonster - Cloud-based solution for HVAC companies managing customer databases, job scheduling, marketing automation, and QuickBooks syncing.
- 6#6: Jobber - Field service management app for HVAC pros with quoting, scheduling, invoicing, and client hub features.
- 7#7: Service Fusion - Integrated platform for HVAC service businesses providing dispatching, CRM, GPS tracking, and payment processing.
- 8#8: FieldPulse - Mobile-first field service software for HVAC with job management, time tracking, invoicing, and integrations.
- 9#9: Kickserv - Scheduling and invoicing tool for HVAC field services including dispatching, customer portals, and reporting.
- 10#10: Fergus - Job management software for HVAC trades featuring quoting, purchasing, timesheets, and profitability tracking.
Tools were evaluated based on tailored feature sets for HVAC workflows, user-friendliness, operational reliability, and value, ensuring they address needs like scheduling, invoicing, and customer management.
Comparison Table
Selecting the right HVAC business management software is key to optimizing operations, from dispatching techs to managing invoices. This comparison table details top tools like ServiceTitan, Housecall Pro, FieldEdge, SuccessWare21, ServiceMonster, and others, equipping readers to understand features, pricing, and best fits for their specific business needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive enterprise platform for HVAC businesses managing scheduling, dispatching, invoicing, marketing, and inventory. | enterprise | 9.4/10 | 9.8/10 | 7.9/10 | 8.6/10 |
| 2 | Housecall Pro All-in-one field service software for HVAC contractors handling bookings, payments, QuickBooks integration, and customer communication. | specialized | 9.2/10 | 9.5/10 | 9.0/10 | 8.7/10 |
| 3 | FieldEdge HVAC-focused management tool with dispatching, flat-rate pricing, technician tracking, and accounting integration. | specialized | 8.4/10 | 8.7/10 | 7.9/10 | 8.1/10 |
| 4 | SuccessWare21 Specialized HVAC business software offering CRM, scheduling, service agreements, and advanced reporting features. | specialized | 8.2/10 | 8.7/10 | 7.4/10 | 7.9/10 |
| 5 | ServiceMonster Cloud-based solution for HVAC companies managing customer databases, job scheduling, marketing automation, and QuickBooks syncing. | specialized | 8.6/10 | 9.1/10 | 8.0/10 | 8.2/10 |
| 6 | Jobber Field service management app for HVAC pros with quoting, scheduling, invoicing, and client hub features. | specialized | 8.6/10 | 8.7/10 | 9.1/10 | 8.0/10 |
| 7 | Service Fusion Integrated platform for HVAC service businesses providing dispatching, CRM, GPS tracking, and payment processing. | specialized | 8.4/10 | 8.7/10 | 8.0/10 | 7.9/10 |
| 8 | FieldPulse Mobile-first field service software for HVAC with job management, time tracking, invoicing, and integrations. | specialized | 8.2/10 | 8.4/10 | 9.1/10 | 7.6/10 |
| 9 | Kickserv Scheduling and invoicing tool for HVAC field services including dispatching, customer portals, and reporting. | specialized | 8.1/10 | 8.0/10 | 8.5/10 | 8.0/10 |
| 10 | Fergus Job management software for HVAC trades featuring quoting, purchasing, timesheets, and profitability tracking. | specialized | 7.2/10 | 7.4/10 | 8.1/10 | 6.8/10 |
Comprehensive enterprise platform for HVAC businesses managing scheduling, dispatching, invoicing, marketing, and inventory.
All-in-one field service software for HVAC contractors handling bookings, payments, QuickBooks integration, and customer communication.
HVAC-focused management tool with dispatching, flat-rate pricing, technician tracking, and accounting integration.
Specialized HVAC business software offering CRM, scheduling, service agreements, and advanced reporting features.
Cloud-based solution for HVAC companies managing customer databases, job scheduling, marketing automation, and QuickBooks syncing.
Field service management app for HVAC pros with quoting, scheduling, invoicing, and client hub features.
Integrated platform for HVAC service businesses providing dispatching, CRM, GPS tracking, and payment processing.
Mobile-first field service software for HVAC with job management, time tracking, invoicing, and integrations.
Scheduling and invoicing tool for HVAC field services including dispatching, customer portals, and reporting.
Job management software for HVAC trades featuring quoting, purchasing, timesheets, and profitability tracking.
ServiceTitan
enterpriseComprehensive enterprise platform for HVAC businesses managing scheduling, dispatching, invoicing, marketing, and inventory.
Smart Dispatching with AI-optimized routing and real-time technician performance insights
ServiceTitan is a comprehensive, cloud-based business management platform tailored for HVAC and other home service contractors, offering end-to-end tools for scheduling, dispatching, invoicing, and customer relationship management. It integrates advanced analytics, marketing automation, inventory tracking, and mobile apps for technicians to optimize field operations and revenue growth. Designed for scalability, it helps businesses transition from reactive service to proactive growth strategies.
Pros
- All-in-one platform covering dispatching, CRM, invoicing, and reporting
- Powerful analytics and forecasting for revenue optimization
- Robust mobile app with GPS tracking and real-time updates
Cons
- High cost with custom pricing that can be prohibitive for small businesses
- Steep learning curve requiring extensive training
- Overly complex interface for basic users
Best For
Mid-sized to large HVAC companies seeking scalable, enterprise-level management tools to drive growth and efficiency.
Pricing
Custom pricing starting at around $300-$500 per technician/month, plus setup fees and add-ons; quotes required.
Housecall Pro
specializedAll-in-one field service software for HVAC contractors handling bookings, payments, QuickBooks integration, and customer communication.
Smart Schedules with AI-powered route optimization and live GPS technician tracking
Housecall Pro is a comprehensive cloud-based field service management platform designed specifically for HVAC contractors and other home service pros to streamline operations. It provides tools for drag-and-drop scheduling, real-time dispatching, job tracking via GPS, automated invoicing, and payment processing. The software also includes customer portals, service agreement management, marketing automation, and integrations with QuickBooks and other accounting tools, making it ideal for scaling HVAC businesses.
Pros
- Intuitive drag-and-drop scheduling and real-time dispatching
- Powerful mobile app for technicians with GPS tracking and job updates
- Seamless invoicing, payments, and QuickBooks integration
Cons
- Higher pricing tiers required for advanced features like unlimited users
- Learning curve for custom reporting and integrations
- Customer support can be slower during peak times
Best For
Growing HVAC businesses with 5-50 technicians seeking an all-in-one platform for efficient field operations and customer management.
Pricing
Starts at $49/month (billed annually) for Basic solo plan; Essentials $129/month (up to 7 users), Max $229/month (up to 21 users), with Enterprise custom pricing.
FieldEdge
specializedHVAC-focused management tool with dispatching, flat-rate pricing, technician tracking, and accounting integration.
Intelligent dispatching with drag-and-drop scheduling and real-time technician GPS tracking
FieldEdge is a comprehensive field service management software designed specifically for HVAC, plumbing, and electrical contractors, streamlining operations from dispatching and scheduling to invoicing and customer management. It features a robust mobile app for technicians, enabling real-time job updates, GPS tracking, and flat-rate pricing on the go. The platform integrates seamlessly with QuickBooks for accounting and offers tools for inventory management and service agreements.
Pros
- Powerful mobile app with offline capabilities for technicians
- Seamless QuickBooks integration for effortless accounting
- Customizable dispatch board for efficient scheduling
Cons
- Steep learning curve for new users
- Pricing can be high for smaller teams
- Reporting features lack depth compared to competitors
Best For
Mid-sized HVAC contractors seeking robust field-to-office integration and technician mobility.
Pricing
Custom pricing based on users and features; typically starts at $115 per technician per month plus setup fees.
SuccessWare21
specializedSpecialized HVAC business software offering CRM, scheduling, service agreements, and advanced reporting features.
Advanced Dispatch Board for visual, real-time call optimization and technician management
SuccessWare21 is a comprehensive business management software tailored for HVAC, plumbing, and electrical contractors, offering end-to-end tools for dispatching, scheduling, invoicing, and customer management. It excels in flat-rate pricing systems, service agreement tracking, and seamless QuickBooks integration to streamline financial operations. The platform also includes a mobile app for technicians, robust reporting, and CRM features to enhance field efficiency and business growth.
Pros
- Powerful dispatching and scheduling with real-time dispatch board
- Strong QuickBooks integration and flat-rate pricing tools
- Comprehensive reporting and service agreement management
Cons
- Dated user interface that feels less modern
- Steep learning curve for setup and training
- Higher pricing without flexible tiered plans
Best For
Mid-sized HVAC contractors seeking a proven, feature-rich solution for complex dispatching and accounting integration.
Pricing
Custom pricing starts at approximately $300/month, scaling with users, modules, and business size; requires quote.
ServiceMonster
specializedCloud-based solution for HVAC companies managing customer databases, job scheduling, marketing automation, and QuickBooks syncing.
Profit Rocket marketing automation that automates lead nurturing, email campaigns, and upsell opportunities directly from service data
ServiceMonster is a cloud-based all-in-one management platform tailored for HVAC, plumbing, and electrical contractors, offering tools for scheduling, dispatching, invoicing, and customer management. It includes a robust mobile app for technicians, CRM features, QuickBooks integration, and marketing automation to streamline field service operations. The software emphasizes profitability with flat-rate pricing tools, inventory tracking, and detailed reporting to help businesses scale efficiently.
Pros
- Comprehensive scheduling and real-time dispatching with GPS tracking
- Powerful mobile app for technicians enabling on-site invoicing and upsells
- Integrated marketing tools and QuickBooks sync for seamless operations
Cons
- Higher pricing tiers can be costly for small businesses
- Steep learning curve for new users despite intuitive mobile interface
- Limited third-party integrations beyond core accounting tools
Best For
Mid-sized HVAC contractors seeking an all-in-one platform with strong dispatching, marketing, and profitability features.
Pricing
Starts at $194/month for basic plans (1-5 users), scaling to $500+/month for advanced features and more users; custom quotes required.
Jobber
specializedField service management app for HVAC pros with quoting, scheduling, invoicing, and client hub features.
Client Hub: A self-service portal where customers can request services, view invoices, make payments, and access service history independently.
Jobber is a cloud-based field service management platform tailored for HVAC and other home service businesses, providing tools for job scheduling, technician dispatching, quoting, invoicing, and customer relationship management. It features a robust mobile app for on-the-go techs to access jobs, capture signatures, and process payments, alongside automated workflows that convert quotes to invoices seamlessly. Jobber also supports HVAC-specific functions like recurring maintenance contracts, inventory tracking, and integrations with QuickBooks and other accounting software.
Pros
- Intuitive scheduling and dispatching with mobile access for techs
- Streamlined quoting, invoicing, and payment processing
- Client Hub for customer self-service and communication
Cons
- Pricing scales quickly with team size and features
- Reporting and analytics lack advanced customization
- Limited native GPS route optimization in lower tiers
Best For
Small to mid-sized HVAC contractors (1-30 techs) needing an user-friendly all-in-one tool for field operations and billing.
Pricing
Plans start at $49/month (Lite, solo user, annual billing), up to $349+/month (Grow for 7 users); custom enterprise pricing available.
Service Fusion
specializedIntegrated platform for HVAC service businesses providing dispatching, CRM, GPS tracking, and payment processing.
Customer self-scheduling portal that allows clients to book HVAC services online in real-time
Service Fusion is a comprehensive field service management software designed for HVAC businesses, offering tools for scheduling, dispatching, invoicing, and customer management. It streamlines operations with a mobile app for technicians, real-time GPS tracking, and integrations with QuickBooks and other accounting software. The platform supports service agreements, inventory tracking for parts like refrigerants, and automated customer communications, making it suitable for managing HVAC jobs from lead generation to payment collection.
Pros
- All-in-one platform covering scheduling, dispatching, and invoicing
- Robust mobile app with GPS tracking for technicians
- Seamless QuickBooks integration and customer self-scheduling portal
Cons
- Pricing can be steep for smaller teams
- Steeper learning curve for advanced features
- Reporting customization is somewhat limited
Best For
Mid-sized HVAC companies seeking an integrated solution for field operations and customer management.
Pricing
Custom pricing with tiers starting at around $149 per user/month for basic plans, scaling up for advanced features.
FieldPulse
specializedMobile-first field service software for HVAC with job management, time tracking, invoicing, and integrations.
Live job status updates and in-app communication between office and field teams
FieldPulse is a cloud-based field service management software designed for HVAC contractors, plumbers, and electricians to streamline operations. It offers job scheduling, dispatching, mobile technician apps, invoicing, and customer management with real-time GPS tracking. The platform integrates with QuickBooks and payment processors for efficient billing and supports inventory tracking for parts management.
Pros
- Highly intuitive mobile app for field technicians
- Real-time scheduling and GPS dispatching
- Strong QuickBooks and payment integrations
Cons
- Basic inventory and reporting capabilities
- Pricing increases significantly with team size
- Limited customization for complex workflows
Best For
Small to mid-sized HVAC companies seeking a user-friendly, mobile-first platform for daily operations.
Pricing
Starts at $149/month for up to 3 users, $65/additional user/month (billed annually); enterprise plans custom.
Kickserv
specializedScheduling and invoicing tool for HVAC field services including dispatching, customer portals, and reporting.
Drag-and-drop scheduling calendar with real-time technician availability and job status updates
Kickserv is a cloud-based field service management software tailored for HVAC contractors and similar service businesses, offering tools for job scheduling, technician dispatching, invoicing, and customer relationship management. It features a drag-and-drop calendar, mobile apps for real-time updates, and integrations with QuickBooks and other accounting tools. The platform helps streamline operations from lead capture to payment collection, making it suitable for small to mid-sized HVAC teams.
Pros
- Intuitive drag-and-drop scheduling and dispatching interface
- Robust mobile app for technicians to update jobs on the go
- Seamless QuickBooks integration for effortless invoicing and payments
Cons
- Basic reporting and analytics lacking advanced customization
- No live GPS tracking for real-time technician location monitoring
- Advanced features like customer portals require higher-tier plans
Best For
Small to medium-sized HVAC businesses seeking an affordable, user-friendly solution for scheduling and dispatching without complex enterprise needs.
Pricing
Starts at $59/user/month (Solo plan), $99/user/month (Team), $149/user/month (Business), billed annually; additional fees for extra users and premium add-ons.
Fergus
specializedJob management software for HVAC trades featuring quoting, purchasing, timesheets, and profitability tracking.
Real-time job costing that automatically calculates profitability by pulling in labor, materials, and supplier costs as jobs progress.
Fergus is a cloud-based job management software tailored for trade businesses like HVAC, providing tools for scheduling jobs, creating quotes and invoices, tracking time and expenses, and managing inventory. It features a robust mobile app that enables field technicians to update job progress, capture site photos, and approve purchases in real-time. The platform integrates with accounting software such as Xero to automate financial workflows and offers real-time job costing for better profitability insights.
Pros
- Intuitive mobile app for on-site job management
- Real-time job costing and profitability tracking
- Seamless integrations with Xero and key suppliers
Cons
- Limited advanced reporting and analytics compared to top competitors
- Fewer third-party integrations overall
- Pricing scales quickly for larger teams with per-user costs
Best For
Small to medium-sized HVAC businesses seeking simple, mobile-first job management without enterprise-level complexity.
Pricing
Starts at $49 AUD per user/month (Essentials plan); higher tiers up to $99/user/month with advanced features; annual discounts available.
Conclusion
The reviewed tools offer a range of solutions to empower HVAC businesses, from scheduling and invoicing to customer management. At the top is ServiceTitan, a comprehensive platform that leads in enterprise-level functionality. Housecall Pro and FieldEdge follow closely, excelling in their own strengths—all-in-one simplicity and HVAC-specific dispatching and pricing, respectively—providing strong options for varied needs.
Take the next step in optimizing your operations: explore ServiceTitan to unlock its full potential and strengthen your business.
Tools Reviewed
All tools were independently evaluated for this comparison