Quick Overview
- 1#1: ServiceTitan - Comprehensive platform for HVAC contractors handling accounting, dispatching, invoicing, and job costing.
- 2#2: FieldEdge - HVAC-specific field service software with QuickBooks integration for accounting and financial tracking.
- 3#3: SuccessWare - All-in-one business management system for HVAC with built-in accounting, inventory, and payroll features.
- 4#4: Housecall Pro - Field service app for HVAC pros offering scheduling, invoicing, payments, and QuickBooks syncing.
- 5#5: Jobber - Business management software for service trades like HVAC with invoicing, reporting, and financial tools.
- 6#6: Service Fusion - Cloud-based solution for HVAC businesses managing dispatching, customer billing, and accounting integration.
- 7#7: Aspire - Enterprise software for commercial HVAC services with CRM, operations, and advanced accounting capabilities.
- 8#8: Workiz - Mobile-first platform for HVAC field services featuring real-time invoicing and QuickBooks connectivity.
- 9#9: RazorSync - Field service management tool for HVAC contractors with scheduling, billing, and accounting modules.
- 10#10: QuickBooks Online - Robust accounting software widely used by HVAC contractors for job costing, invoicing, and financial reporting.
We ranked these tools based on their alignment with HVAC-specific needs—including job costing, invoicing, and integration—paired with ease of use, reliability, and value to ensure contractors find solutions that fit their business goals.
Comparison Table
Comparing HVAC contractor accounting software? This table explores top tools like ServiceTitan, FieldEdge, SuccessWare, Housecall Pro, Jobber, and more, to highlight features, pricing, and integrations tailored to streamline operations and financial management. Readers will gain clear insights to select software that fits their business needs most effectively.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive platform for HVAC contractors handling accounting, dispatching, invoicing, and job costing. | enterprise | 9.7/10 | 9.9/10 | 8.4/10 | 9.2/10 |
| 2 | FieldEdge HVAC-specific field service software with QuickBooks integration for accounting and financial tracking. | specialized | 9.1/10 | 9.5/10 | 8.4/10 | 8.7/10 |
| 3 | SuccessWare All-in-one business management system for HVAC with built-in accounting, inventory, and payroll features. | specialized | 8.3/10 | 9.0/10 | 7.5/10 | 8.0/10 |
| 4 | Housecall Pro Field service app for HVAC pros offering scheduling, invoicing, payments, and QuickBooks syncing. | specialized | 8.2/10 | 8.5/10 | 8.8/10 | 7.8/10 |
| 5 | Jobber Business management software for service trades like HVAC with invoicing, reporting, and financial tools. | specialized | 8.2/10 | 8.0/10 | 9.1/10 | 7.8/10 |
| 6 | Service Fusion Cloud-based solution for HVAC businesses managing dispatching, customer billing, and accounting integration. | specialized | 8.1/10 | 8.4/10 | 7.9/10 | 7.6/10 |
| 7 | Aspire Enterprise software for commercial HVAC services with CRM, operations, and advanced accounting capabilities. | enterprise | 8.2/10 | 8.5/10 | 7.8/10 | 8.0/10 |
| 8 | Workiz Mobile-first platform for HVAC field services featuring real-time invoicing and QuickBooks connectivity. | specialized | 8.1/10 | 8.4/10 | 8.0/10 | 7.6/10 |
| 9 | RazorSync Field service management tool for HVAC contractors with scheduling, billing, and accounting modules. | specialized | 7.8/10 | 8.2/10 | 7.5/10 | 7.4/10 |
| 10 | QuickBooks Online Robust accounting software widely used by HVAC contractors for job costing, invoicing, and financial reporting. | enterprise | 7.2/10 | 7.0/10 | 8.5/10 | 6.8/10 |
Comprehensive platform for HVAC contractors handling accounting, dispatching, invoicing, and job costing.
HVAC-specific field service software with QuickBooks integration for accounting and financial tracking.
All-in-one business management system for HVAC with built-in accounting, inventory, and payroll features.
Field service app for HVAC pros offering scheduling, invoicing, payments, and QuickBooks syncing.
Business management software for service trades like HVAC with invoicing, reporting, and financial tools.
Cloud-based solution for HVAC businesses managing dispatching, customer billing, and accounting integration.
Enterprise software for commercial HVAC services with CRM, operations, and advanced accounting capabilities.
Mobile-first platform for HVAC field services featuring real-time invoicing and QuickBooks connectivity.
Field service management tool for HVAC contractors with scheduling, billing, and accounting modules.
Robust accounting software widely used by HVAC contractors for job costing, invoicing, and financial reporting.
ServiceTitan
enterpriseComprehensive platform for HVAC contractors handling accounting, dispatching, invoicing, and job costing.
Real-time job profitability analysis that combines operational data with accounting metrics for instant margin visibility
ServiceTitan is an all-in-one field service management platform tailored for HVAC contractors, featuring advanced accounting tools like job costing, invoicing, accounts receivable/payable, and financial reporting. It integrates seamlessly with QuickBooks and other accounting software, providing real-time profitability insights and revenue recognition. The software automates billing, payroll, and compliance, helping contractors scale operations while maintaining tight financial control.
Pros
- Comprehensive job costing and profitability tracking integrated with field operations
- Seamless QuickBooks and Sage integrations for effortless accounting sync
- Advanced reporting dashboards with real-time financial insights
Cons
- High cost makes it less accessible for small contractors
- Steep learning curve and complex initial setup
- Overkill for solo operators or very small teams
Best For
Mid-sized to large HVAC contractors with multiple technicians needing integrated field service and accounting for scalable growth.
Pricing
Custom quote-based pricing, typically starting at $200–$500+ per technician/month, with additional fees for advanced modules.
FieldEdge
specializedHVAC-specific field service software with QuickBooks integration for accounting and financial tracking.
Real-time QuickBooks two-way sync that automatically pushes field data to accounting for instant job costing and invoicing
FieldEdge is a robust field service management platform tailored for HVAC contractors, providing integrated tools for scheduling, dispatching, technician mobility, and accounting functions like invoicing, job costing, and payments. It offers seamless QuickBooks integration for real-time financial syncing, enabling efficient management of accounts receivable, payroll, and reporting directly from the field. This all-in-one solution bridges field operations and back-office accounting to boost productivity and profitability for service businesses.
Pros
- Seamless QuickBooks integration for automated invoicing and job costing
- Powerful mobile app for real-time technician updates and on-site payments
- Comprehensive reporting and analytics for financial insights
Cons
- Steep learning curve for new users and complex setups
- Pricing can be high for smaller teams with custom quotes
- Limited standalone accounting depth without QuickBooks
Best For
Mid-sized HVAC contractors seeking an integrated field service and accounting platform to streamline operations from dispatch to financials.
Pricing
Custom quoted pricing, typically starting at $200-$500/month based on users, features, and company size; includes implementation fees.
SuccessWare
specializedAll-in-one business management system for HVAC with built-in accounting, inventory, and payroll features.
Real-time job costing engine that tracks labor, materials, and overhead for precise profitability insights
SuccessWare is a comprehensive business management platform tailored for HVAC, plumbing, and electrical contractors, offering integrated accounting tools like job costing, invoicing, AR/AP, and general ledger management. It combines financial features with scheduling, dispatching, inventory control, and CRM to streamline contractor operations. The software emphasizes real-time profitability tracking and QuickBooks integration, making it suitable for service-based businesses handling complex job finances.
Pros
- Robust job costing and profitability analysis tailored for contractors
- Seamless QuickBooks two-way sync for familiar accounting workflows
- All-in-one integration of accounting with dispatching and inventory
Cons
- Outdated interface with a steeper learning curve
- Complex initial setup and customization
- Pricing can be high for small teams or basic needs
Best For
Mid-sized HVAC contractors seeking an integrated accounting and field service management solution.
Pricing
Custom quotes starting at around $125/user/month, scaling with modules and users.
Housecall Pro
specializedField service app for HVAC pros offering scheduling, invoicing, payments, and QuickBooks syncing.
Automated QuickBooks sync that pushes invoices, payments, and expenses in real-time for effortless accounting reconciliation
Housecall Pro is a comprehensive field service management platform tailored for HVAC contractors, offering tools for scheduling, dispatching, job tracking, invoicing, and payments. It includes built-in accounting features like automated invoicing, expense tracking, and seamless QuickBooks Online integration for syncing financial data. The software helps contractors manage operations from quote to cash collection, reducing administrative overhead while providing real-time insights into business performance.
Pros
- All-in-one solution combining scheduling, dispatching, and accounting
- Seamless QuickBooks integration for automated bookkeeping
- Intuitive mobile app for techs with real-time job updates
Cons
- Pricing escalates quickly for larger teams
- Lacks deep standalone accounting like advanced payroll or inventory
- Some reporting features require higher-tier plans
Best For
Small to mid-sized HVAC contractors seeking an integrated operations and basic accounting platform.
Pricing
Starts at $65/month (Basic, 1 user), $129/month (Essentials, up to 7 users), $229/month (Max, unlimited users); annual billing discounts available.
Jobber
specializedBusiness management software for service trades like HVAC with invoicing, reporting, and financial tools.
Seamless two-way QuickBooks integration that automatically syncs jobs, invoices, and payments
Jobber is a field service management platform tailored for HVAC contractors, offering tools for scheduling, dispatching, invoicing, and client management. It includes accounting features like automated invoicing, expense tracking, payment processing, and seamless integrations with QuickBooks and Xero for full bookkeeping. While not a dedicated accounting software, it excels at bridging operational workflows with essential financial tracking for service-based businesses.
Pros
- Intuitive interface with strong mobile app for on-the-go access
- Automated invoicing and QuickBooks sync streamline financial workflows
- Robust client hub for quotes, approvals, and payments
Cons
- Lacks deep accounting capabilities like payroll or advanced financial reporting without integrations
- Pricing increases significantly with team size and features
- Customization options for reports and workflows are somewhat limited
Best For
Small to mid-sized HVAC contractors needing integrated field operations and basic accounting rather than enterprise-level bookkeeping.
Pricing
Starts at $69/month (Lite plan, annual billing) up to $349+/month (Grow plan); custom enterprise pricing available.
Service Fusion
specializedCloud-based solution for HVAC businesses managing dispatching, customer billing, and accounting integration.
Automated QuickBooks sync that pushes field data like invoices and expenses directly into accounting ledgers
Service Fusion is an all-in-one field service management platform tailored for HVAC contractors, offering scheduling, dispatching, invoicing, and accounting tools integrated with QuickBooks. It enables real-time job costing, time tracking, and payment processing directly from the field via a mobile app. While not a standalone accounting suite, it streamlines financial workflows for service businesses by syncing data to core accounting software.
Pros
- Robust QuickBooks integration for seamless accounting sync
- Real-time job costing and profitability tracking
- Mobile invoicing and payment collection from the field
Cons
- Relies on third-party integration for advanced accounting
- Higher pricing tiers required for full feature access
- Occasional learning curve for complex setups
Best For
Small to mid-sized HVAC contractors seeking integrated field service management with solid accounting automation.
Pricing
Starts at $195/month for basic plans (up to 3 users), scaling to $449+/month for Pro/Enterprise with more users and features; custom quotes available.
Aspire
enterpriseEnterprise software for commercial HVAC services with CRM, operations, and advanced accounting capabilities.
Advanced job-level profitability tracking with technician performance metrics
Aspire is a cloud-based business management platform tailored for HVAC and home service contractors, providing integrated accounting tools alongside scheduling, dispatching, and CRM functionalities. It excels in job costing, invoicing, payments processing, and profitability tracking, with seamless QuickBooks integration for deeper financial management. The software helps contractors streamline operations from field service to back-office accounting, offering real-time insights into revenue and expenses.
Pros
- Comprehensive job costing and profitability analytics tailored for contractors
- Strong QuickBooks integration for automated accounting sync
- All-in-one platform combining accounting with scheduling and dispatching
Cons
- Custom pricing can be expensive for small operations
- Moderate learning curve for full feature utilization
- Less flexible for highly customized accounting workflows
Best For
Mid-sized HVAC contractors seeking an integrated accounting and operations solution to track profitability per job and technician.
Pricing
Custom quote-based pricing, typically $150-$300 per user/month depending on features and scale.
Workiz
specializedMobile-first platform for HVAC field services featuring real-time invoicing and QuickBooks connectivity.
Real-time GPS dispatching and intelligent scheduling that auto-assigns jobs based on technician location and skills
Workiz is a comprehensive field service management platform designed for HVAC contractors, providing tools for scheduling, dispatching, invoicing, payments, and customer management. It features strong QuickBooks integration for accounting tasks like syncing invoices, expenses, and payments, while also supporting estimates, work orders, and inventory tracking. The mobile app enables technicians to access jobs, update statuses, and capture signatures in real-time, streamlining operations from field to office.
Pros
- Seamless QuickBooks integration for automated accounting sync
- Robust mobile app for field technicians with GPS tracking
- Automated scheduling and dispatching to optimize jobs
Cons
- Pricing scales quickly with multiple users
- Advanced financial reporting requires QuickBooks export
- Steeper learning curve for full customization
Best For
Small to mid-sized HVAC contractors seeking an all-in-one field service and basic accounting solution.
Pricing
Starts at $65/user/month (Pro plan), up to $165/user/month (Max plan), billed annually; custom Enterprise pricing available.
RazorSync
specializedField service management tool for HVAC contractors with scheduling, billing, and accounting modules.
Real-time QuickBooks sync that updates invoices, payments, and job costs instantly from the field
RazorSync is a cloud-based field service management software tailored for HVAC contractors, providing tools for scheduling, dispatching, invoicing, and payments directly from mobile devices. It integrates seamlessly with QuickBooks for accounting synchronization, enabling real-time job costing, estimates, and customer management. Ideal for bridging field operations with basic accounting needs, it helps contractors streamline workflows without a full standalone accounting suite.
Pros
- Robust mobile app for on-site invoicing and job updates
- Seamless QuickBooks integration for real-time accounting sync
- Integrated scheduling, GPS tracking, and dispatching
Cons
- Not a complete standalone accounting solution
- Pricing scales quickly with users and features
- Reporting capabilities are basic without integrations
Best For
Small to mid-sized HVAC contractors needing field service management tightly integrated with QuickBooks for invoicing and job accounting.
Pricing
Starts at around $65 per user per month for basic plans, with Pro and Enterprise tiers up to $125+ per user; custom quotes required.
QuickBooks Online
enterpriseRobust accounting software widely used by HVAC contractors for job costing, invoicing, and financial reporting.
Project profitability tracking for detailed job costing on HVAC installations and services
QuickBooks Online is a versatile cloud-based accounting software designed for small to medium businesses, including HVAC contractors, offering invoicing, expense tracking, payroll, and basic inventory management. It supports job costing through project tracking in higher plans, allowing users to assign time, expenses, and materials to specific HVAC jobs. While not purpose-built for the HVAC industry, it integrates with specialized tools for scheduling and dispatching. Overall, it's a reliable general ledger solution that requires add-ons for full contractor functionality.
Pros
- Intuitive interface with mobile app for on-the-go access
- Robust invoicing, payments, and bank reconciliation
- Integrates with HVAC apps like ServiceTitan and Jobber
Cons
- No native HVAC-specific tools like maintenance scheduling or technician dispatching
- Job costing and inventory tracking require higher-tier plans or add-ons
- Can become expensive with integrations and advanced features
Best For
HVAC contractors who prioritize core accounting functions and are comfortable using third-party apps for field operations.
Pricing
Starts at $30/month (Simple Start) up to $200/month (Advanced); payroll and add-ons extra.
Conclusion
The reviewed tools showcase versatile solutions for HVAC contractors, with ServiceTitan emerging as the top choice thanks to its all-encompassing integration of accounting, dispatching, invoicing, and job costing. FieldEdge and SuccessWare stand out as strong alternatives, offering unique strengths like QuickBooks integration and comprehensive business management features to suit varied operational needs.
For those looking to optimize their accounting and operational workflows, ServiceTitan is a standout option to explore first.
Tools Reviewed
All tools were independently evaluated for this comparison