Quick Overview
- 1#1: ServiceTitan - Comprehensive field service management platform designed for HVAC contractors with advanced scheduling, dispatching, invoicing, and marketing automation.
- 2#2: Housecall Pro - User-friendly field service software for HVAC pros offering scheduling, payments, and customer management to streamline operations.
- 3#3: Jobber - Field service management tool for home service businesses like HVAC, featuring quoting, scheduling, invoicing, and client communication.
- 4#4: FieldEdge - HVAC-specific field service software providing dispatching, inventory tracking, and flat-rate pricing integration for technicians.
- 5#5: Service Fusion - All-in-one FSM solution for HVAC and plumbing with mobile apps, CRM, quickbooks integration, and real-time reporting.
- 6#6: SuccessWare - HVAC business management software focused on sales, service agreements, dispatching, and profitability tracking.
- 7#7: Kickserv - Affordable field service management for HVAC with scheduling, invoicing, GPS tracking, and customer portals.
- 8#8: FieldPulse - Mobile-first FSM software for HVAC field teams offering job management, payments, and real-time updates.
- 9#9: mHelpDesk - Field service software supporting HVAC with work orders, dispatching, asset tracking, and QuickBooks sync.
- 10#10: RazorSync - Cloud-based FSM for HVAC providing scheduling, invoicing, inventory, and mobile technician tools.
Tools were selected and ranked based on tailored HVAC features, user-friendliness, platform reliability, and overall value, ensuring they deliver tangible benefits in efficiency, profitability, and scalability.
Comparison Table
For HVAC businesses seeking to streamline operations, comparing field service management software is key—this table details top options like ServiceTitan, Housecall Pro, Jobber, FieldEdge, Service Fusion, and more. Readers will learn about each platform's core features, usability, and practical benefits, aiding in informed decisions to match their business needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive field service management platform designed for HVAC contractors with advanced scheduling, dispatching, invoicing, and marketing automation. | enterprise | 9.4/10 | 9.6/10 | 8.2/10 | 8.7/10 |
| 2 | Housecall Pro User-friendly field service software for HVAC pros offering scheduling, payments, and customer management to streamline operations. | specialized | 9.1/10 | 9.3/10 | 9.0/10 | 8.7/10 |
| 3 | Jobber Field service management tool for home service businesses like HVAC, featuring quoting, scheduling, invoicing, and client communication. | specialized | 8.7/10 | 8.5/10 | 9.2/10 | 8.3/10 |
| 4 | FieldEdge HVAC-specific field service software providing dispatching, inventory tracking, and flat-rate pricing integration for technicians. | specialized | 8.6/10 | 9.0/10 | 8.3/10 | 8.2/10 |
| 5 | Service Fusion All-in-one FSM solution for HVAC and plumbing with mobile apps, CRM, quickbooks integration, and real-time reporting. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.3/10 |
| 6 | SuccessWare HVAC business management software focused on sales, service agreements, dispatching, and profitability tracking. | specialized | 8.2/10 | 8.5/10 | 7.8/10 | 8.0/10 |
| 7 | Kickserv Affordable field service management for HVAC with scheduling, invoicing, GPS tracking, and customer portals. | specialized | 7.8/10 | 7.5/10 | 8.5/10 | 8.2/10 |
| 8 | FieldPulse Mobile-first FSM software for HVAC field teams offering job management, payments, and real-time updates. | specialized | 8.1/10 | 8.0/10 | 8.6/10 | 7.7/10 |
| 9 | mHelpDesk Field service software supporting HVAC with work orders, dispatching, asset tracking, and QuickBooks sync. | specialized | 7.8/10 | 7.5/10 | 8.5/10 | 7.6/10 |
| 10 | RazorSync Cloud-based FSM for HVAC providing scheduling, invoicing, inventory, and mobile technician tools. | specialized | 8.1/10 | 8.3/10 | 8.5/10 | 7.9/10 |
Comprehensive field service management platform designed for HVAC contractors with advanced scheduling, dispatching, invoicing, and marketing automation.
User-friendly field service software for HVAC pros offering scheduling, payments, and customer management to streamline operations.
Field service management tool for home service businesses like HVAC, featuring quoting, scheduling, invoicing, and client communication.
HVAC-specific field service software providing dispatching, inventory tracking, and flat-rate pricing integration for technicians.
All-in-one FSM solution for HVAC and plumbing with mobile apps, CRM, quickbooks integration, and real-time reporting.
HVAC business management software focused on sales, service agreements, dispatching, and profitability tracking.
Affordable field service management for HVAC with scheduling, invoicing, GPS tracking, and customer portals.
Mobile-first FSM software for HVAC field teams offering job management, payments, and real-time updates.
Field service software supporting HVAC with work orders, dispatching, asset tracking, and QuickBooks sync.
Cloud-based FSM for HVAC providing scheduling, invoicing, inventory, and mobile technician tools.
ServiceTitan
enterpriseComprehensive field service management platform designed for HVAC contractors with advanced scheduling, dispatching, invoicing, and marketing automation.
Integrated Profitability Tracking that provides real-time job costing, margin analysis, and performance benchmarks specific to HVAC services
ServiceTitan is a comprehensive cloud-based field service 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, real-time GPS tracking, flat-rate pricing, and advanced analytics to optimize operations and profitability. The software integrates seamlessly with accounting systems like QuickBooks and includes marketing automation to drive growth for service businesses.
Pros
- All-in-one platform eliminates need for multiple tools
- Powerful dispatching with real-time GPS and drag-and-drop scheduling
- Advanced reporting and profitability insights tailored for HVAC services
Cons
- High cost with custom pricing that can be prohibitive for small teams
- Steep learning curve and complex initial setup
- Limited flexibility for highly customized workflows
Best For
Scaling HVAC companies with 10+ technicians seeking a robust, enterprise-grade solution to manage field operations, finances, and marketing.
Pricing
Custom quote-based pricing; typically $265+ per technician/month plus setup fees and add-ons, with no public tiers.
Housecall Pro
specializedUser-friendly field service software for HVAC pros offering scheduling, payments, and customer management to streamline operations.
Integrated payment processing with flat-rate swiping and QuickBooks auto-sync for instant field collections.
Housecall Pro is an all-in-one field service management software tailored for HVAC contractors, plumbers, and other home service pros, offering tools for scheduling, dispatching, invoicing, and customer management. It features a drag-and-drop calendar, GPS-enabled mobile app for technicians, automated payments, and QuickBooks integration to streamline operations from booking to cash collection. The platform also includes marketing automation, service agreements, and performance reporting to support business growth.
Pros
- Intuitive drag-and-drop scheduling and real-time dispatching with GPS tracking
- Robust mobile app enabling on-site invoicing, payments, and job updates
- Seamless QuickBooks integration and automated customer communications
Cons
- Pricing escalates quickly with additional users and features
- Reporting customization is somewhat limited without add-ons
- Occasional mobile app sync delays during peak usage
Best For
Small to mid-sized HVAC companies seeking an end-to-end platform for efficient field operations and customer retention.
Pricing
Starts at $65/month (Basic, 1 user), Essentials at $129/month (up to 7 users), Max at $229/month (up to 21 users), plus 2.9% payment processing fees.
Jobber
specializedField service management tool for home service businesses like HVAC, featuring quoting, scheduling, invoicing, and client communication.
Client Hub for self-service customer portals to request bookings, approve quotes, and pay invoices
Jobber is an all-in-one field service management software tailored for home service pros like HVAC contractors, offering tools for scheduling, dispatching, quoting, invoicing, and customer relationship management. It features a mobile app for technicians to update job statuses, capture signatures, and process payments in the field, with GPS tracking for real-time visibility. The platform integrates with QuickBooks and other tools, helping streamline operations from lead to cash for small to mid-sized teams.
Pros
- Intuitive drag-and-drop scheduling and dispatching
- Seamless quoting-to-invoicing workflow with payment processing
- Strong mobile app and GPS tracking for field techs
Cons
- Limited advanced HVAC-specific tools like detailed parts inventory or flat-rate catalogs
- Pricing increases significantly with team size and add-ons
- Reporting and analytics could be more customizable
Best For
Small to medium HVAC businesses needing an easy-to-adopt platform for scheduling, billing, and basic CRM without enterprise complexity.
Pricing
Starts at $49/month (Lite, 1 user), Core $119/month (up to 7 users), Connect $249/month (up to 30 users), Plus custom; annual billing discounts available.
FieldEdge
specializedHVAC-specific field service software providing dispatching, inventory tracking, and flat-rate pricing integration for technicians.
Dynamic visual dispatch board that optimizes technician schedules and routes in real-time
FieldEdge is a robust field service management software tailored for HVAC, plumbing, and electrical contractors, offering tools for dispatching, scheduling, invoicing, and technician management. It features a mobile app for field technicians to access jobs, update statuses, capture signatures, and process payments on-site. The platform integrates seamlessly with QuickBooks and provides reporting for business insights, helping streamline operations and improve customer service.
Pros
- Intuitive mobile app for technicians with real-time updates
- Strong QuickBooks integration for seamless accounting
- Visual dispatch board for efficient scheduling and routing
Cons
- Pricing can be steep for small businesses
- Limited advanced AI-driven analytics
- Occasional reports of customer support delays
Best For
Mid-sized HVAC contractors seeking comprehensive dispatching and mobile field tools without needing enterprise-level complexity.
Pricing
Custom pricing starting at around $150 per user per month, with tiers based on features and user count; free demo available.
Service Fusion
specializedAll-in-one FSM solution for HVAC and plumbing with mobile apps, CRM, quickbooks integration, and real-time reporting.
Customer self-service portal for online booking and payments, reducing call volume and improving client satisfaction.
Service Fusion is an all-in-one field service management platform tailored for HVAC, plumbing, and electrical contractors, offering tools for scheduling, dispatching, invoicing, and customer management. It features a mobile app for technicians, GPS tracking, inventory control, and QuickBooks integration to streamline daily operations. The software emphasizes automation, such as customer self-scheduling portals and service agreement management, helping businesses improve efficiency and profitability.
Pros
- Comprehensive scheduling and dispatching with drag-and-drop interface
- Robust mobile app for technicians with offline capabilities
- Seamless integrations including QuickBooks and payment processors
Cons
- Higher pricing tiers can be costly for small businesses
- Steeper learning curve for advanced reporting features
- Limited customization options in the base plan
Best For
Mid-sized HVAC contractors seeking an integrated platform for field operations, customer engagement, and financial management.
Pricing
Starts at $149 per technician/month for basic plans, scaling to $349+ for Pro/Enterprise with custom quotes available.
SuccessWare
specializedHVAC business management software focused on sales, service agreements, dispatching, and profitability tracking.
Advanced flat-rate pricing system with built-in sales agreements and customer financing integrations
SuccessWare is a comprehensive cloud-based field service management software designed specifically for HVAC, plumbing, and electrical contractors, offering tools for scheduling, dispatching, invoicing, and customer management. It features a robust mobile app for technicians, seamless QuickBooks integration, and advanced reporting to streamline operations. The platform emphasizes sales tools like flat-rate pricing and financing options to boost revenue.
Pros
- Deep QuickBooks integration for seamless accounting
- Powerful scheduling and GPS-enabled dispatching
- Strong sales tools including flat-rate pricing and financing
Cons
- Steeper learning curve for new users
- Higher pricing compared to entry-level competitors
- Interface feels somewhat dated
Best For
Mid-sized HVAC contractors seeking an all-in-one solution with strong financial and sales capabilities.
Pricing
Custom pricing based on users and features; typically starts around $150-$300 per user/month with a one-time setup fee.
Kickserv
specializedAffordable field service management for HVAC with scheduling, invoicing, GPS tracking, and customer portals.
Visual drag-and-drop scheduling board with color-coded jobs and real-time updates
Kickserv is a cloud-based field service management software designed for HVAC contractors and similar service businesses to streamline operations. It provides tools for job scheduling, technician dispatching, invoicing, and customer management through an intuitive dashboard and mobile app. The platform supports real-time GPS tracking, QuickBooks integration, and automated recurring job scheduling, making it suitable for small to medium-sized teams.
Pros
- Intuitive drag-and-drop scheduling interface
- Robust mobile app for technicians with GPS and time tracking
- Seamless QuickBooks Online integration for invoicing
Cons
- Limited advanced reporting and analytics
- Basic inventory management without deep HVAC-specific parts tracking
- Scalability challenges for large enterprises
Best For
Small to medium-sized HVAC companies needing affordable, easy-to-use scheduling and dispatching tools.
Pricing
Starts at $59/month (billed annually) for Basic plan (up to 3 users), Pro at $119/month + $19/additional user, with a 14-day free trial.
FieldPulse
specializedMobile-first FSM software for HVAC field teams offering job management, payments, and real-time updates.
Drag-and-drop scheduling board with live GPS tracking and automated route optimization
FieldPulse is a mobile-first field service management software tailored for HVAC contractors, plumbers, and electricians, offering tools for job scheduling, dispatching, invoicing, and customer management. It features a intuitive web dashboard and robust mobile app that allow technicians to view job details, track time, capture photos and signatures, and process payments on-site. The platform integrates with QuickBooks and other accounting tools, helping streamline operations and improve cash flow for service-based businesses.
Pros
- Intuitive drag-and-drop scheduling and real-time dispatching
- Powerful mobile app for on-site job completion and payments
- Seamless QuickBooks integration for effortless accounting
Cons
- Limited built-in inventory management capabilities
- Reporting lacks depth for advanced analytics
- Pricing scales quickly for larger teams
Best For
Small to medium-sized HVAC businesses needing a user-friendly, mobile-centric solution for efficient scheduling and invoicing.
Pricing
Starts at $65/user/month (billed annually) for Basic plan; Pro at $95/user/month; Enterprise custom pricing.
mHelpDesk
specializedField service software supporting HVAC with work orders, dispatching, asset tracking, and QuickBooks sync.
Visual drag-and-drop scheduling board with real-time GPS dispatching
mHelpDesk is a cloud-based field service management platform tailored for service industries like HVAC, offering tools for job scheduling, dispatching, invoicing, and customer relationship management. It features a mobile app for technicians to access job details, update statuses, log time, and process payments on-site. The software integrates with QuickBooks and other accounting tools, providing real-time GPS tracking and reporting to optimize field operations.
Pros
- Intuitive drag-and-drop scheduling interface
- Robust mobile app with GPS tracking for technicians
- Seamless QuickBooks integration for invoicing
Cons
- Limited advanced inventory and asset management for complex HVAC needs
- Reporting capabilities lack depth for large-scale analytics
- Pricing scales quickly with additional users
Best For
Small to mid-sized HVAC businesses seeking a user-friendly solution for scheduling, dispatching, and basic job management.
Pricing
Starts at $169/month (Starter plan for 1-5 users), up to $449/month (Elite plan for 26+ users); annual discounts available.
RazorSync
specializedCloud-based FSM for HVAC providing scheduling, invoicing, inventory, and mobile technician tools.
Offline-capable mobile app with real-time GPS job mapping and one-click QuickBooks invoicing
RazorSync is a cloud-based field service management software tailored for HVAC contractors, offering tools for scheduling, dispatching, invoicing, and technician management. It features a mobile app that allows field techs to access job details, track time, manage inventory, and process payments on-site, even offline. The platform integrates tightly with QuickBooks for seamless accounting and provides GPS tracking for route optimization and job verification.
Pros
- Seamless QuickBooks integration for automated invoicing and accounting
- Robust mobile app with offline access and GPS tracking for HVAC techs
- Intuitive drag-and-drop scheduling board for efficient dispatching
Cons
- Basic reporting and analytics compared to enterprise competitors
- Limited built-in CRM or customer portal customization
- Pricing scales quickly with additional users and features
Best For
Small to mid-sized HVAC companies seeking straightforward mobile-first field service management with strong accounting integration.
Pricing
Starts at $65 per technician/month (billed annually) for core features; Pro and Enterprise plans up to $150/user/month with advanced dispatching and reporting.
Conclusion
The reviewed HVAC field service management software each offer distinct strengths, but ServiceTitan rises to the top as the leading choice, boasting comprehensive features that streamline operations. Housecall Pro and Jobber, meanwhile, serve as excellent alternatives—Housecall Pro for its user-friendly design and Jobber for its robust client management tools. Together, these platforms highlight the best in efficiency and support for HVAC businesses.
Boost your operations by trying ServiceTitan, the top-ranked tool, and discover how it can elevate your field service management experience.
Tools Reviewed
All tools were independently evaluated for this comparison
