Quick Overview
- 1#1: ServiceTitan - Comprehensive end-to-end platform for HVAC contractors managing CRM, dispatching, scheduling, invoicing, and marketing.
- 2#2: Housecall Pro - All-in-one field service software for HVAC businesses handling scheduling, customer management, payments, and QuickBooks integration.
- 3#3: Jobber - Field service management tool tailored for HVAC pros with CRM, quoting, invoicing, and client communication features.
- 4#4: FieldEdge - HVAC-specific software providing CRM, mobile dispatching, inventory tracking, and flat-rate pricing integration.
- 5#5: SuccessWare - HVAC-focused business management system with CRM, service agreements, dispatching, and accounting tools.
- 6#6: Service Fusion - Cloud-based field service CRM for HVAC including scheduling, customer portals, GPS tracking, and recurring billing.
- 7#7: ServiceM8 - Mobile-first job management software for HVAC trades with CRM, quoting, job tracking, and asset management.
- 8#8: Kickserv - Affordable field service CRM for HVAC businesses offering scheduling, invoicing, customer tracking, and reporting.
- 9#9: mHelpDesk - Field service management platform with CRM, dispatching, time tracking, and invoicing suited for HVAC contractors.
- 10#10: Fergus - Trade-focused CRM software for HVAC with job management, quoting, supplier integration, and profitability tools.
We evaluated and ranked these tools based on comprehensive feature sets (including CRM, dispatching, and invoicing), ease of use, reliability, and overall value, ensuring they cater to the unique demands of HVAC professionals.
Comparison Table
Efficient HVAC business management relies on robust CRM software, and this comparison table highlights key tools like ServiceTitan, Housecall Pro, Jobber, and others. It breaks down essential features to help readers identify the solution that aligns best with their operational needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive end-to-end platform for HVAC contractors managing CRM, dispatching, scheduling, invoicing, and marketing. | enterprise | 9.4/10 | 9.7/10 | 7.9/10 | 8.6/10 |
| 2 | Housecall Pro All-in-one field service software for HVAC businesses handling scheduling, customer management, payments, and QuickBooks integration. | specialized | 9.1/10 | 9.4/10 | 8.8/10 | 8.6/10 |
| 3 | Jobber Field service management tool tailored for HVAC pros with CRM, quoting, invoicing, and client communication features. | specialized | 8.7/10 | 9.1/10 | 8.8/10 | 8.3/10 |
| 4 | FieldEdge HVAC-specific software providing CRM, mobile dispatching, inventory tracking, and flat-rate pricing integration. | specialized | 8.6/10 | 9.1/10 | 7.9/10 | 8.2/10 |
| 5 | SuccessWare HVAC-focused business management system with CRM, service agreements, dispatching, and accounting tools. | specialized | 8.1/10 | 8.7/10 | 7.2/10 | 7.8/10 |
| 6 | Service Fusion Cloud-based field service CRM for HVAC including scheduling, customer portals, GPS tracking, and recurring billing. | specialized | 8.1/10 | 8.4/10 | 7.7/10 | 7.9/10 |
| 7 | ServiceM8 Mobile-first job management software for HVAC trades with CRM, quoting, job tracking, and asset management. | specialized | 8.4/10 | 8.7/10 | 8.2/10 | 7.9/10 |
| 8 | Kickserv Affordable field service CRM for HVAC businesses offering scheduling, invoicing, customer tracking, and reporting. | specialized | 8.1/10 | 8.0/10 | 8.5/10 | 8.2/10 |
| 9 | mHelpDesk Field service management platform with CRM, dispatching, time tracking, and invoicing suited for HVAC contractors. | specialized | 8.1/10 | 8.2/10 | 8.5/10 | 7.7/10 |
| 10 | Fergus Trade-focused CRM software for HVAC with job management, quoting, supplier integration, and profitability tools. | specialized | 7.6/10 | 7.8/10 | 8.2/10 | 7.0/10 |
Comprehensive end-to-end platform for HVAC contractors managing CRM, dispatching, scheduling, invoicing, and marketing.
All-in-one field service software for HVAC businesses handling scheduling, customer management, payments, and QuickBooks integration.
Field service management tool tailored for HVAC pros with CRM, quoting, invoicing, and client communication features.
HVAC-specific software providing CRM, mobile dispatching, inventory tracking, and flat-rate pricing integration.
HVAC-focused business management system with CRM, service agreements, dispatching, and accounting tools.
Cloud-based field service CRM for HVAC including scheduling, customer portals, GPS tracking, and recurring billing.
Mobile-first job management software for HVAC trades with CRM, quoting, job tracking, and asset management.
Affordable field service CRM for HVAC businesses offering scheduling, invoicing, customer tracking, and reporting.
Field service management platform with CRM, dispatching, time tracking, and invoicing suited for HVAC contractors.
Trade-focused CRM software for HVAC with job management, quoting, supplier integration, and profitability tools.
ServiceTitan
enterpriseComprehensive end-to-end platform for HVAC contractors managing CRM, dispatching, scheduling, invoicing, and marketing.
Dispatch Pro with AI-optimized visual scheduling and real-time technician performance insights
ServiceTitan is a leading all-in-one field service management and CRM platform tailored for HVAC, plumbing, and electrical contractors. It handles everything from scheduling and dispatching to invoicing, payments, inventory management, and customer marketing in a unified system. With advanced analytics, mobile apps for technicians, and integrations like QuickBooks, it enables scalable growth for service businesses.
Pros
- Comprehensive end-to-end platform covering operations, finance, and marketing
- Powerful mobile app with GPS tracking and real-time dispatching for technicians
- Robust reporting and analytics for data-driven decisions
Cons
- High cost, especially for smaller businesses
- Steep learning curve due to extensive features
- Custom pricing requires sales demo, lacks transparency
Best For
Mid-sized to large HVAC companies seeking a scalable, all-in-one CRM to optimize field operations and drive revenue growth.
Pricing
Custom quote-based pricing; typically $265+ per technician per month, plus setup fees and add-ons.
Housecall Pro
specializedAll-in-one field service software for HVAC businesses handling scheduling, customer management, payments, and QuickBooks integration.
Intelligent Auto Dispatch with GPS tracking that automatically assigns optimal technicians and routes in real-time
Housecall Pro is a comprehensive field service management platform tailored for HVAC contractors and other home service pros, offering CRM, scheduling, dispatching, invoicing, and payment processing in one app. It enables online booking, automated reminders, technician mobile access, and integrations with QuickBooks and Google. The software excels in streamlining operations from lead capture to job completion, with built-in marketing tools and performance analytics for business growth.
Pros
- Robust scheduling and GPS-enabled dispatching for efficient job management
- Powerful mobile app for technicians with real-time updates and invoicing
- Seamless integrations with accounting software and payment processors
Cons
- Pricing scales quickly for larger teams, potentially expensive for solos
- Steep learning curve for advanced customization and reporting
- Customer support can be slow during peak times
Best For
Small to mid-sized HVAC businesses with mobile field teams needing an all-in-one CRM and operations platform.
Pricing
Starts at $65/month (Basic, 1 user), Essentials at $129/month (up to 7 users), Max at $229/month (up to 21 users), with add-ons and a 14-day free trial.
Jobber
specializedField service management tool tailored for HVAC pros with CRM, quoting, invoicing, and client communication features.
Client Hub: A self-service portal allowing customers to book appointments, view quotes, approve work, and pay online independently.
Jobber is a cloud-based field service management software tailored for HVAC contractors, plumbers, and other home service pros, offering end-to-end tools for scheduling, dispatching, invoicing, and customer management. It enables businesses to create quotes, track jobs in real-time via GPS, automate billing, and maintain client relationships through a self-service portal. With integrations like QuickBooks and Stripe, Jobber simplifies operations from lead to payment for service-based teams.
Pros
- Powerful scheduling and GPS dispatching for efficient technician routing
- Seamless invoicing, payments, and QuickBooks integration
- User-friendly mobile app for on-the-go job management
Cons
- Limited advanced HVAC-specific features like detailed equipment inventory tracking
- Pricing scales quickly for teams larger than 10 users
- Reporting dashboard lacks depth without add-ons
Best For
Small to medium HVAC contractors needing an intuitive all-in-one platform for job management and client communication.
Pricing
Lite ($69/mo, 1 user), Core ($169/mo, up to 7 users), Grow ($349/mo, up to 30 users), Plus (custom); annual discounts available.
FieldEdge
specializedHVAC-specific software providing CRM, mobile dispatching, inventory tracking, and flat-rate pricing integration.
SmartDispatch AI-powered routing that optimizes technician assignments and reduces travel time dynamically
FieldEdge is a robust field service management platform tailored for HVAC, plumbing, and electrical contractors, offering end-to-end CRM capabilities including customer tracking, service history, and lead management. It excels in dispatching, scheduling, mobile technician apps, invoicing, and QuickBooks integration to streamline operations. The software supports service agreements, flat-rate pricing, and paperless workflows, making it a comprehensive solution for field-based businesses.
Pros
- Powerful dispatching and GPS routing for efficient technician scheduling
- Intuitive mobile app with offline capabilities for field techs
- Seamless QuickBooks integration and automated invoicing
Cons
- Steep learning curve for initial setup and customization
- Pricing can be high for smaller teams
- Reporting features lack advanced customization options
Best For
Mid-sized HVAC contractors seeking integrated field service and CRM tools to scale operations efficiently.
Pricing
Custom quotes starting at $195/user/month for core plans, with tiers up to enterprise levels; includes implementation fees.
SuccessWare
specializedHVAC-focused business management system with CRM, service agreements, dispatching, and accounting tools.
Visual Dispatch Board that provides drag-and-drop scheduling and real-time route optimization for technicians.
SuccessWare is an all-in-one CRM and business management platform designed specifically for HVAC, plumbing, and electrical contractors. It streamlines operations with features like scheduling, dispatching, customer relationship management, invoicing, and inventory control. The software integrates seamlessly with QuickBooks and offers a mobile app for technicians to access jobs, update statuses, and capture signatures on the go.
Pros
- Powerful scheduling and visual dispatch board for efficient technician management
- Seamless QuickBooks integration for streamlined accounting
- Comprehensive reporting and service agreement tracking tools
Cons
- Dated user interface that feels outdated compared to modern competitors
- Steep learning curve for new users
- Pricing can be expensive for small businesses with limited users
Best For
Mid-sized HVAC contractors seeking a robust, industry-specific CRM with strong dispatching and financial integration capabilities.
Pricing
Custom quote-based pricing, typically starting at $150-$300 per user per month depending on modules and user count.
Service Fusion
specializedCloud-based field service CRM for HVAC including scheduling, customer portals, GPS tracking, and recurring billing.
Intelligent dispatching board with drag-and-drop scheduling and automated technician routing
Service Fusion is an all-in-one field service management software tailored for HVAC, plumbing, electrical, and other home service businesses, offering CRM capabilities alongside scheduling, dispatching, and invoicing. It enables efficient customer relationship management through a centralized database, automated follow-ups, and service history tracking. The platform includes a mobile app for technicians, inventory management, and QuickBooks integration to streamline operations from quote to payment.
Pros
- Comprehensive scheduling and real-time dispatching with GPS tracking
- Strong mobile app for field technicians
- Seamless QuickBooks integration for accounting
Cons
- Steeper learning curve for new users
- Pricing can escalate quickly for larger teams
- Reporting features lack advanced customization
Best For
Mid-sized HVAC service companies needing an integrated CRM and field management solution to scale operations efficiently.
Pricing
Custom quote-based pricing starting at $194/month for up to 3 users, with plans scaling per user and features (Essentials, Pro, Enterprise).
ServiceM8
specializedMobile-first job management software for HVAC trades with CRM, quoting, job tracking, and asset management.
Real-time GPS-enabled dispatching and in-app communication between office and field teams
ServiceM8 is a mobile-first job management and CRM platform tailored for service trades like HVAC, enabling efficient scheduling, dispatching, and job tracking. It offers real-time updates between office staff and field technicians via a robust app, along with invoicing, customer management, and inventory tools. The software integrates seamlessly with accounting systems like QuickBooks and Xero, making it ideal for streamlining HVAC operations from quote to payment.
Pros
- Powerful mobile app for real-time job updates and GPS tracking
- Seamless integrations with accounting and payment gateways
- Comprehensive job management including quoting, scheduling, and invoicing
Cons
- Pricing escalates quickly for advanced features like scheduling
- Reporting capabilities are functional but lack deep customization
- Initial setup and learning curve for non-tech-savvy users
Best For
Mid-sized HVAC contractors with field technicians who need mobile-first scheduling and real-time communication tools.
Pricing
Starts at $29/user/month (Essentials) billed annually, scaling to $149+/user/month for advanced scheduling and reporting tiers.
Kickserv
specializedAffordable field service CRM for HVAC businesses offering scheduling, invoicing, customer tracking, and reporting.
Customer self-service portal for online booking and job status updates, reducing office calls for HVAC service requests
Kickserv is a cloud-based field service management software tailored for HVAC contractors and similar service businesses, providing CRM functionalities like customer databases, job history tracking, and service agreement management. It streamlines scheduling, dispatching, invoicing, and payments with a user-friendly interface and mobile app for technicians. The platform integrates with QuickBooks and offers tools for recurring maintenance jobs essential for HVAC operations.
Pros
- Intuitive drag-and-drop scheduling and dispatching
- Robust mobile app for on-site job management and invoicing
- Seamless QuickBooks integration for accounting
Cons
- Limited advanced analytics and reporting compared to enterprise tools
- No built-in inventory tracking
- Customer support can be slow during peak times
Best For
Small to mid-sized HVAC companies seeking an affordable, easy-to-implement CRM with strong scheduling capabilities.
Pricing
Starts at $59/user/month (Basic, 1 user); Essential $99/user/month (min 3 users); Premium $159/user/month (min 5 users); billed annually.
mHelpDesk
specializedField service management platform with CRM, dispatching, time tracking, and invoicing suited for HVAC contractors.
Visual scheduler with color-coded job views and real-time technician availability for efficient daily planning
mHelpDesk is a cloud-based field service management platform tailored for service-based businesses like HVAC contractors, offering tools for job scheduling, dispatching, customer tracking, and invoicing. It features a mobile app for technicians to manage jobs on-site, capture signatures, and update statuses in real-time. The software integrates with QuickBooks and other accounting tools to streamline billing and payments.
Pros
- Intuitive drag-and-drop scheduling and dispatching
- Robust mobile app with GPS tracking and job updates
- Seamless QuickBooks integration for invoicing
Cons
- Lacks deep HVAC-specific features like advanced maintenance contract management
- Reporting and analytics are functional but not highly customizable
- Pricing scales up quickly for larger teams
Best For
Small to medium HVAC businesses needing straightforward field service management without complex enterprise requirements.
Pricing
Starts at $169/month (billed annually) for up to 3 users, $289/month for 6 users, $399/month for unlimited users; 14-day free trial available.
Fergus
specializedTrade-focused CRM software for HVAC with job management, quoting, supplier integration, and profitability tools.
Real-time job profitability tracking that updates costs and margins as work progresses
Fergus is a cloud-based job management platform designed for trade businesses including HVAC contractors, providing tools for quoting, scheduling, invoicing, and basic CRM functions like customer tracking and service history. It emphasizes real-time job costing and profitability insights, allowing teams to monitor progress and finances from the field via a mobile app. Ideal for streamlining operations in small to medium-sized service businesses, it integrates with accounting software like Xero and QuickBooks.
Pros
- Intuitive mobile app for field technicians
- Real-time job costing and profitability tracking
- Seamless quoting to invoicing workflow
Cons
- Limited advanced CRM automation and marketing tools
- Reporting capabilities lack depth for larger operations
- Pricing scales quickly for teams beyond small sizes
Best For
Small to medium HVAC contractors seeking simple job management with basic CRM and strong field mobility.
Pricing
Starts at $49 AUD/month for solo users; team plans from $99 AUD/month plus $19-29 AUD per additional user.
Conclusion
Evaluating the top HVAC CRM solutions reveals three standout tools, each with unique strengths to meet diverse business needs. ServiceTitan leads as the top choice, offering a comprehensive, end-to-end platform that integrates CRM, dispatching, scheduling, invoicing, and marketing seamlessly. Close behind, Housecall Pro excels with its all-in-one accessibility and QuickBooks integration, while Jobber stands out for its user-friendly client communication tools—both serving as excellent alternatives depending on specific operational priorities.
Take the next step in streamlining your HVAC business: explore ServiceTitan today to unlock its full potential and drive efficiency in your daily operations.
Tools Reviewed
All tools were independently evaluated for this comparison