Quick Overview
- 1#1: ServiceTitan - Comprehensive end-to-end platform for HVAC contractors managing scheduling, dispatching, invoicing, CRM, and marketing automation.
- 2#2: Housecall Pro - All-in-one field service software for HVAC businesses handling scheduling, invoicing, payments, and customer management.
- 3#3: Jobber - Cloud-based tool for HVAC service companies to streamline quoting, scheduling, invoicing, and client communications.
- 4#4: FieldEdge - HVAC-specific field service management software for dispatching, technician tracking, inventory, and flat-rate pricing.
- 5#5: Service Fusion - Integrated platform for HVAC firms offering scheduling, dispatching, QuickBooks integration, and customer portals.
- 6#6: SuccessWare - ERP software tailored for HVAC contractors with CRM, service management, accounting, and performance tracking.
- 7#7: FieldPulse - Mobile-first field service app for HVAC pros enabling job scheduling, real-time updates, invoicing, and payments.
- 8#8: Kickserv - Affordable service management software for HVAC companies with scheduling, routing, invoicing, and QuickBooks sync.
- 9#9: mHelpDesk - Field service management solution for HVAC businesses featuring job tracking, dispatching, billing, and GPS integration.
- 10#10: RazorSync - Mobile workforce management tool for HVAC services with scheduling, invoicing, inventory, and real-time reporting.
Tools were selected based on core feature strength, user experience, reliability, and overall value, ensuring they meet the complex needs of contractors across scheduling, dispatch, and client management.
Comparison Table
HVAC companies rely on specialized software to streamline operations, and with tools like ServiceTitan, Housecall Pro, Jobber, FieldEdge, Service Fusion, and more, choosing the right fit is critical. This comparison table simplifies the process, outlining key features and capabilities to help readers identify the software that aligns with their business needs, whether for job management, invoicing, or customer communication.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive end-to-end platform for HVAC contractors managing scheduling, dispatching, invoicing, CRM, and marketing automation. | enterprise | 9.5/10 | 9.8/10 | 8.5/10 | 9.2/10 |
| 2 | Housecall Pro All-in-one field service software for HVAC businesses handling scheduling, invoicing, payments, and customer management. | specialized | 9.1/10 | 9.3/10 | 8.8/10 | 8.5/10 |
| 3 | Jobber Cloud-based tool for HVAC service companies to streamline quoting, scheduling, invoicing, and client communications. | specialized | 8.7/10 | 8.5/10 | 9.2/10 | 8.6/10 |
| 4 | FieldEdge HVAC-specific field service management software for dispatching, technician tracking, inventory, and flat-rate pricing. | specialized | 8.6/10 | 9.1/10 | 7.9/10 | 8.3/10 |
| 5 | Service Fusion Integrated platform for HVAC firms offering scheduling, dispatching, QuickBooks integration, and customer portals. | specialized | 8.7/10 | 9.0/10 | 8.4/10 | 8.2/10 |
| 6 | SuccessWare ERP software tailored for HVAC contractors with CRM, service management, accounting, and performance tracking. | enterprise | 8.1/10 | 8.6/10 | 7.7/10 | 7.6/10 |
| 7 | FieldPulse Mobile-first field service app for HVAC pros enabling job scheduling, real-time updates, invoicing, and payments. | specialized | 8.4/10 | 8.5/10 | 9.2/10 | 7.8/10 |
| 8 | Kickserv Affordable service management software for HVAC companies with scheduling, routing, invoicing, and QuickBooks sync. | specialized | 8.1/10 | 7.9/10 | 8.6/10 | 8.0/10 |
| 9 | mHelpDesk Field service management solution for HVAC businesses featuring job tracking, dispatching, billing, and GPS integration. | specialized | 8.0/10 | 8.1/10 | 8.5/10 | 7.7/10 |
| 10 | RazorSync Mobile workforce management tool for HVAC services with scheduling, invoicing, inventory, and real-time reporting. | specialized | 7.8/10 | 8.2/10 | 7.4/10 | 7.5/10 |
Comprehensive end-to-end platform for HVAC contractors managing scheduling, dispatching, invoicing, CRM, and marketing automation.
All-in-one field service software for HVAC businesses handling scheduling, invoicing, payments, and customer management.
Cloud-based tool for HVAC service companies to streamline quoting, scheduling, invoicing, and client communications.
HVAC-specific field service management software for dispatching, technician tracking, inventory, and flat-rate pricing.
Integrated platform for HVAC firms offering scheduling, dispatching, QuickBooks integration, and customer portals.
ERP software tailored for HVAC contractors with CRM, service management, accounting, and performance tracking.
Mobile-first field service app for HVAC pros enabling job scheduling, real-time updates, invoicing, and payments.
Affordable service management software for HVAC companies with scheduling, routing, invoicing, and QuickBooks sync.
Field service management solution for HVAC businesses featuring job tracking, dispatching, billing, and GPS integration.
Mobile workforce management tool for HVAC services with scheduling, invoicing, inventory, and real-time reporting.
ServiceTitan
enterpriseComprehensive end-to-end platform for HVAC contractors managing scheduling, dispatching, invoicing, CRM, and marketing automation.
Profit Margin Per Job tracking, which provides real-time insights into job-level profitability to optimize pricing and performance
ServiceTitan is a comprehensive cloud-based field service management platform tailored for HVAC, plumbing, and electrical contractors. It handles everything from scheduling, dispatching, and technician mobile apps to invoicing, payments, CRM, inventory management, and advanced reporting. The software optimizes operations, boosts profitability through real-time insights, and includes marketing tools to drive revenue growth for service businesses.
Pros
- All-in-one platform covering operations, finance, and marketing
- Powerful analytics and profitability tracking tools
- Robust mobile app with GPS dispatching and upsell capabilities
Cons
- High pricing that may not suit small businesses
- Steep learning curve for full feature utilization
- Custom implementation can take time
Best For
Mid-to-large HVAC companies seeking scalable, enterprise-grade software to manage growth and maximize profits.
Pricing
Custom quote-based pricing, typically $265+ per technician per month plus setup fees, with tiers based on features and volume.
Housecall Pro
specializedAll-in-one field service software for HVAC businesses handling scheduling, invoicing, payments, and customer management.
Intelligent dispatching with drag-and-drop scheduling and automated technician assignment based on skills and location
Housecall Pro is a comprehensive field service management platform tailored for HVAC companies and other home service pros, offering tools for scheduling, dispatching, invoicing, and customer management. It features a robust mobile app for technicians to access jobs, capture signatures, and process payments on-site, while business owners benefit from real-time GPS tracking and profitability reports. The software integrates with QuickBooks and other tools, helping streamline operations from lead to cash.
Pros
- All-in-one platform covering scheduling, dispatching, and payments
- Powerful mobile app with GPS tracking and real-time updates
- Strong integrations including QuickBooks and automated marketing tools
Cons
- Pricing escalates quickly with additional users and advanced features
- Some reporting customizations are limited in lower tiers
- Initial setup and learning curve for complex workflows
Best For
Mid-sized HVAC companies with multiple technicians looking to automate dispatching and improve job profitability.
Pricing
Starts at $65/month (Basic, 1 user), $129/month (Essentials), $229/month (Max); additional users $25/month each; custom enterprise pricing available.
Jobber
specializedCloud-based tool for HVAC service companies to streamline quoting, scheduling, invoicing, and client communications.
Smart Automations for quotes, follow-ups, and recurring HVAC maintenance scheduling
Jobber is a cloud-based field service management software tailored for home service businesses like HVAC companies, offering tools for scheduling, dispatching, invoicing, and customer management. It enables technicians to access job details, update statuses, and collect payments via a robust mobile app, while office staff handle quoting, routing, and QuickBooks integrations. The platform emphasizes automation for recurring maintenance contracts and real-time GPS tracking to optimize HVAC service routes.
Pros
- Intuitive drag-and-drop scheduling and dispatching
- Powerful mobile app for on-site HVAC techs
- Seamless QuickBooks integration and payment processing
Cons
- Reporting lacks depth for complex analytics
- Pricing scales quickly with additional users
- Missing specialized HVAC features like refrigerant logging
Best For
Small to mid-sized HVAC companies seeking an user-friendly all-in-one platform for daily operations without steep learning curves.
Pricing
Starts at $69/user/month (Core plan, billed annually); higher tiers like Connect ($169/user/month) and Grow ($349/user/month) add advanced features; free trial available.
FieldEdge
specializedHVAC-specific field service management software for dispatching, technician tracking, inventory, and flat-rate pricing.
Intelligent Dispatching that uses GPS, skills matching, and real-time data to auto-assign jobs and optimize routes
FieldEdge is a comprehensive field service management (FSM) software tailored for HVAC, plumbing, and electrical contractors, offering tools for scheduling, dispatching, invoicing, and inventory management. It features a robust mobile app for technicians, real-time GPS tracking, and seamless integrations with QuickBooks and other accounting systems. The platform emphasizes operational efficiency, customer relationship management, and flat-rate pricing capabilities to help service businesses scale.
Pros
- Powerful dispatching and scheduling with real-time optimization
- Strong mobile app for technicians with offline capabilities
- Excellent QuickBooks integration for streamlined accounting
Cons
- Steep learning curve for new users
- Higher pricing may not suit very small businesses
- Limited advanced reporting without add-ons
Best For
Mid-sized HVAC companies seeking robust dispatching and mobile workforce management to handle high-volume service calls efficiently.
Pricing
Custom quote-based pricing, typically $125-$200 per user/month with tiers based on features and user count; includes implementation fees.
Service Fusion
specializedIntegrated platform for HVAC firms offering scheduling, dispatching, QuickBooks integration, and customer portals.
Real-time dispatching with technician GPS tracking and automated routing optimization
Service Fusion is an all-in-one field service management software tailored for HVAC, plumbing, electrical, and appliance repair companies. It provides tools for scheduling, real-time dispatching, work order management, invoicing, CRM, inventory tracking, and customer portals to streamline operations from lead to payment. The platform features a robust mobile app for technicians, enabling on-the-go updates, GPS tracking, and flat-rate pricing integration specifically beneficial for HVAC service workflows.
Pros
- Comprehensive scheduling and GPS-enabled dispatching
- Powerful mobile app with offline capabilities for technicians
- Strong integrations including QuickBooks and flat-rate pricing tools
Cons
- Pricing can be steep for very small HVAC teams
- Initial setup and learning curve for advanced features
- Reporting lacks some advanced customization options
Best For
Mid-sized HVAC companies needing a scalable, mobile-first platform for efficient field service management and customer retention.
Pricing
Starts at $194/month for Starter plan (up to 5 users), with Pro ($347/month) and Enterprise (custom) tiers; billed annually with per-user scaling.
SuccessWare
enterpriseERP software tailored for HVAC contractors with CRM, service management, accounting, and performance tracking.
Integrated digital flat-rate pricing catalog for quick, accurate on-site invoicing
SuccessWare is a comprehensive business management platform tailored for HVAC, plumbing, and electrical contractors, offering end-to-end tools for scheduling, dispatching, invoicing, and customer relationship management. It features a robust mobile app for technicians, inventory tracking, and integrations with QuickBooks and payment processors to streamline field operations. The software emphasizes flat-rate pricing and reporting to help service businesses scale efficiently.
Pros
- All-in-one solution covering dispatching, CRM, and accounting
- Powerful mobile app with GPS tracking and real-time updates
- Seamless QuickBooks integration for financial management
Cons
- Steep learning curve for new users
- Custom pricing can be expensive for small teams
- Occasional reports of interface glitches and slow support
Best For
Mid-sized HVAC companies needing a robust, integrated platform for field service operations and growth.
Pricing
Custom quote-based pricing, typically $125-$350 per user/month depending on modules and company size.
FieldPulse
specializedMobile-first field service app for HVAC pros enabling job scheduling, real-time updates, invoicing, and payments.
The all-in-one mobile app that lets technicians generate estimates, invoice, collect payments, and attach photos/videos directly from the job site.
FieldPulse is a cloud-based field service management platform tailored for HVAC, plumbing, electrical, and other trades, offering tools for scheduling, dispatching, invoicing, and customer management. It features a robust mobile app that empowers technicians to view job details, capture signatures, process payments, and update job status in real-time. The software integrates with QuickBooks and other accounting tools, helping HVAC companies streamline operations from quote to cash collection.
Pros
- Intuitive mobile app for techs to handle jobs end-to-end on-site
- Seamless QuickBooks integration for invoicing and payments
- Real-time GPS tracking and scheduling for efficient dispatching
Cons
- Reporting capabilities are basic in lower tiers
- No native full accounting suite, relies on integrations
- Per-user pricing scales quickly for larger teams
Best For
Small to mid-sized HVAC companies seeking a mobile-first solution to optimize field operations and technician productivity.
Pricing
Starts at $65/user/month (Basic), $95/user/month (Pro), Enterprise custom; billed annually with discounts.
Kickserv
specializedAffordable service management software for HVAC companies with scheduling, routing, invoicing, and QuickBooks sync.
Visual drag-and-drop scheduler with color-coded job views and automated dispatching
Kickserv is a cloud-based field service management software designed for HVAC, plumbing, and other service businesses, offering tools for scheduling, dispatching, invoicing, and customer management. It features a mobile app for technicians to access jobs, update statuses, and capture signatures on-site, with integrations like QuickBooks for seamless accounting. The platform emphasizes simplicity for small to mid-sized teams, supporting service contracts and recurring maintenance ideal for HVAC preventive services.
Pros
- Intuitive drag-and-drop scheduling and dispatching
- Robust mobile app with GPS tracking and real-time updates
- Seamless QuickBooks integration for invoicing and payments
Cons
- Limited advanced reporting and analytics capabilities
- No built-in inventory or parts management
- Customization options are somewhat basic
Best For
Small to mid-sized HVAC companies needing straightforward scheduling, dispatching, and basic CRM without advanced enterprise features.
Pricing
Starts at $59/user/month (billed annually) for Essential plan; Pro at $119/user/month and Ultimate at $199/user/month, with a 14-day free trial.
mHelpDesk
specializedField service management solution for HVAC businesses featuring job tracking, dispatching, billing, and GPS integration.
Visual dispatch board with live GPS tracking for real-time technician monitoring and job optimization
mHelpDesk is a cloud-based field service management platform tailored for service industries like HVAC, offering tools for job scheduling, technician dispatching, customer management, and invoicing. It features a mobile app for technicians to view jobs, update progress, capture signatures, and process payments on-site. The software integrates with QuickBooks and includes GPS tracking for efficient routing, making it suitable for HVAC companies handling service calls and maintenance.
Pros
- Intuitive drag-and-drop scheduling and dispatch board
- Strong mobile app with GPS tracking and real-time updates
- Seamless integrations with QuickBooks and other accounting tools
Cons
- Pricing scales quickly with additional users
- Limited built-in inventory and parts management
- Reporting lacks depth for advanced analytics
Best For
Small to mid-sized HVAC companies with field technicians needing straightforward scheduling and mobile access without heavy customization.
Pricing
Starts at $169/month (billed annually) for Basic plan with 1-5 users; higher tiers like Pro ($349/month) and Enterprise (custom) based on users and features.
RazorSync
specializedMobile workforce management tool for HVAC services with scheduling, invoicing, inventory, and real-time reporting.
Real-time GPS dispatching that optimizes routes and provides live technician location tracking
RazorSync is a cloud-based field service management platform tailored for HVAC contractors, offering scheduling, dispatching, invoicing, and customer relationship tools. It features a robust 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 uses GPS for efficient routing and real-time tracking.
Pros
- Strong mobile app for field technicians with GPS tracking and real-time updates
- Seamless QuickBooks integration for automated invoicing and accounting
- Comprehensive dispatching and scheduling tools optimized for HVAC service calls
Cons
- Interface feels dated compared to modern competitors
- Steep learning curve for new users and setup
- Pricing can add up for larger teams with per-user costs
Best For
Small to mid-sized HVAC companies seeking reliable mobile-first field service management without needing advanced CRM automation.
Pricing
Starts at $65 per technician/month for basic plans, scaling to $125+ for premium features with annual contracts required.
Conclusion
The top three tools, ServiceTitan, Housecall Pro, and Jobber, emerge as leaders in streamlining HVAC operations, with ServiceTitan excelling as the most comprehensive all-in-one platform. Housecall Pro stands out for its all-in-one field service focus, while Jobber impresses with its cloud-based simplicity; each offers unique strengths to suit different business needs.
Take the first step toward smoother operations—explore ServiceTitan, the top-ranked solution, to unlock efficient scheduling, invoicing, and client management for your HVAC business.
Tools Reviewed
All tools were independently evaluated for this comparison