Quick Overview
- 1#1: ServiceTitan - Comprehensive field service platform for HVAC contractors with advanced dispatching, mobile invoicing, and payment processing.
- 2#2: Housecall Pro - All-in-one business management software for HVAC pros featuring scheduling, real-time invoicing, and online payments.
- 3#3: Jobber - Field service software that simplifies quoting, scheduling, and invoicing for HVAC and home service businesses.
- 4#4: Service Fusion - Cloud-based CRM and dispatching tool with integrated invoicing, estimates, and QuickBooks sync for HVAC companies.
- 5#5: FieldEdge - HVAC-specific software providing mobile invoicing, flat-rate pricing, and service agreement management.
- 6#6: ServSuite - Field service management solution with robust invoicing, GPS tracking, and parts inventory for HVAC technicians.
- 7#7: SuccessWare - HVAC business management system offering customizable invoicing, accounting integration, and performance reporting.
- 8#8: RazorSync - Mobile-first platform for scheduling, invoicing, and payments tailored to HVAC and plumbing services.
- 9#9: Kickserv - Simple field service app with quoting, invoicing, and time tracking for small HVAC businesses.
- 10#10: FieldPulse - Streamlined field service software enabling quick job creation, invoicing, and customer communication for HVAC teams.
These tools were chosen based on a rigorous evaluation of core features (invoicing, scheduling, payments), integration capabilities, user experience, and value, ensuring they cater specifically to the unique demands of HVAC service providers
Comparison Table
This comparison table explores top HVAC invoice software tools, including ServiceTitan, Housecall Pro, Jobber, and more, aiding readers in understanding their key features, pricing, and practical use cases to streamline invoice management and business operations.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive field service platform for HVAC contractors with advanced dispatching, mobile invoicing, and payment processing. | enterprise | 9.5/10 | 9.8/10 | 8.2/10 | 8.5/10 |
| 2 | Housecall Pro All-in-one business management software for HVAC pros featuring scheduling, real-time invoicing, and online payments. | specialized | 9.2/10 | 9.5/10 | 9.0/10 | 8.7/10 |
| 3 | Jobber Field service software that simplifies quoting, scheduling, and invoicing for HVAC and home service businesses. | specialized | 8.7/10 | 8.5/10 | 9.2/10 | 8.6/10 |
| 4 | Service Fusion Cloud-based CRM and dispatching tool with integrated invoicing, estimates, and QuickBooks sync for HVAC companies. | specialized | 8.7/10 | 9.2/10 | 8.1/10 | 8.3/10 |
| 5 | FieldEdge HVAC-specific software providing mobile invoicing, flat-rate pricing, and service agreement management. | specialized | 8.7/10 | 9.2/10 | 8.1/10 | 8.0/10 |
| 6 | ServSuite Field service management solution with robust invoicing, GPS tracking, and parts inventory for HVAC technicians. | specialized | 8.1/10 | 8.5/10 | 7.9/10 | 8.0/10 |
| 7 | SuccessWare HVAC business management system offering customizable invoicing, accounting integration, and performance reporting. | enterprise | 7.6/10 | 8.4/10 | 6.7/10 | 7.1/10 |
| 8 | RazorSync Mobile-first platform for scheduling, invoicing, and payments tailored to HVAC and plumbing services. | specialized | 8.1/10 | 8.5/10 | 7.8/10 | 7.9/10 |
| 9 | Kickserv Simple field service app with quoting, invoicing, and time tracking for small HVAC businesses. | specialized | 8.0/10 | 7.8/10 | 8.5/10 | 7.7/10 |
| 10 | FieldPulse Streamlined field service software enabling quick job creation, invoicing, and customer communication for HVAC teams. | specialized | 7.8/10 | 8.2/10 | 8.0/10 | 7.4/10 |
Comprehensive field service platform for HVAC contractors with advanced dispatching, mobile invoicing, and payment processing.
All-in-one business management software for HVAC pros featuring scheduling, real-time invoicing, and online payments.
Field service software that simplifies quoting, scheduling, and invoicing for HVAC and home service businesses.
Cloud-based CRM and dispatching tool with integrated invoicing, estimates, and QuickBooks sync for HVAC companies.
HVAC-specific software providing mobile invoicing, flat-rate pricing, and service agreement management.
Field service management solution with robust invoicing, GPS tracking, and parts inventory for HVAC technicians.
HVAC business management system offering customizable invoicing, accounting integration, and performance reporting.
Mobile-first platform for scheduling, invoicing, and payments tailored to HVAC and plumbing services.
Simple field service app with quoting, invoicing, and time tracking for small HVAC businesses.
Streamlined field service software enabling quick job creation, invoicing, and customer communication for HVAC teams.
ServiceTitan
enterpriseComprehensive field service platform for HVAC contractors with advanced dispatching, mobile invoicing, and payment processing.
Real-time profit margin calculator that dynamically suggests upsells and pricing adjustments during invoicing
ServiceTitan is a comprehensive field service management platform tailored for HVAC contractors, offering end-to-end tools including advanced invoicing, scheduling, dispatching, and CRM. Its invoicing capabilities enable technicians to generate professional invoices on-site via mobile apps, integrate seamlessly with QuickBooks, and process payments with financing options to boost close rates. The software provides real-time financial reporting and profit margin insights, helping businesses optimize revenue and efficiency.
Pros
- Powerful mobile invoicing with real-time upsell recommendations
- Seamless QuickBooks integration and payment processing
- Detailed profit analytics and reporting for every job
Cons
- High cost with custom pricing
- Steep learning curve and complex setup
- Overkill for very small HVAC operations
Best For
Mid-to-large HVAC companies seeking an all-in-one platform to streamline invoicing within broader operations.
Pricing
Custom enterprise pricing starting around $300-$500 per user/month, plus implementation fees and add-ons.
Housecall Pro
specializedAll-in-one business management software for HVAC pros featuring scheduling, real-time invoicing, and online payments.
One-click estimate-to-invoice conversion with embedded payments and digital signatures directly from the mobile app
Housecall Pro is an all-in-one field service management platform designed for HVAC contractors, offering robust invoicing capabilities alongside scheduling, dispatching, and customer management tools. It enables technicians to generate professional invoices directly from the mobile app on-site, convert estimates to invoices seamlessly, and process payments instantly via integrated gateways. The software integrates with QuickBooks and other accounting systems for effortless bookkeeping, making it ideal for streamlining HVAC service billing workflows.
Pros
- Comprehensive invoicing with on-site creation, digital signatures, and instant payments
- Seamless integration with QuickBooks and other accounting tools
- Mobile-first design with real-time job updates and GPS tracking
Cons
- Higher pricing tiers can be costly for solo HVAC operators
- Steeper learning curve for advanced customization features
- Limited advanced reporting without higher plans
Best For
Mid-sized HVAC businesses seeking an integrated solution for field service management and efficient invoicing.
Pricing
Starts at $49/user/month (Basic), $129/user/month (Essentials), $229/user/month (Max), with annual discounts and a 14-day free trial.
Jobber
specializedField service software that simplifies quoting, scheduling, and invoicing for HVAC and home service businesses.
ClientHub self-service portal allowing customers to view invoices, pay bills, and request services independently
Jobber is a cloud-based field service management software tailored for home service businesses like HVAC contractors, offering tools for scheduling, dispatching, invoicing, and customer management. It enables technicians to create professional invoices on-site via a mobile app, accept payments instantly, and sync with accounting software like QuickBooks. The platform also includes CRM features, automated reminders, and reporting to streamline HVAC service operations from quote to cash.
Pros
- Intuitive mobile app for quick on-site invoicing and payments
- Strong QuickBooks integration for seamless accounting
- Robust scheduling and dispatching with GPS tracking
Cons
- Limited advanced inventory management for complex HVAC parts tracking
- Some features like advanced reporting locked behind higher tiers
- Customization options for invoices are somewhat basic
Best For
Small to mid-sized HVAC businesses seeking an user-friendly all-in-one platform for job management and invoicing.
Pricing
Starts at $49/month (Lite, 1 user) up to $349/month (Grow, unlimited users), with annual billing discounts and a free trial.
Service Fusion
specializedCloud-based CRM and dispatching tool with integrated invoicing, estimates, and QuickBooks sync for HVAC companies.
Real-time on-site invoicing and EMV payment processing via mobile app
Service Fusion is a comprehensive field service management platform designed for HVAC contractors, with robust invoicing features that enable quick creation of estimates, invoices, and work orders directly from the mobile app. It supports real-time payment collection on-site, including credit cards and ACH, and seamlessly integrates with QuickBooks for automated accounting. Beyond invoicing, it offers scheduling, dispatching, inventory tracking, and customer portals to streamline entire HVAC operations.
Pros
- Mobile invoicing and instant payments from the field
- Seamless QuickBooks integration for effortless accounting
- Customizable templates and flat-rate pricing support
Cons
- Steeper learning curve for new users
- Pricing can be high for very small HVAC teams
- Limited advanced reporting without higher tiers
Best For
Mid-sized HVAC contractors needing integrated invoicing with dispatching and scheduling.
Pricing
Starts at $195/month for up to 3 technicians (Starter plan), with Pro at $295/month and Enterprise custom pricing.
FieldEdge
specializedHVAC-specific software providing mobile invoicing, flat-rate pricing, and service agreement management.
Real-time QuickBooks integration that syncs invoices, payments, and job costs automatically for seamless accounting.
FieldEdge is a comprehensive field service management software tailored for HVAC, plumbing, and electrical contractors, with robust invoicing capabilities that allow technicians to generate, customize, and send invoices directly from the mobile app. It integrates seamlessly with QuickBooks for real-time accounting sync, supports on-site payments via credit card processing, and includes features like automated follow-ups and service agreement management. Overall, it streamlines the entire workflow from dispatching to invoicing, helping businesses collect payments faster and reduce paperwork.
Pros
- Powerful mobile invoicing with on-site payment processing and QuickBooks integration
- Real-time dispatching and GPS tracking for efficient field operations
- Comprehensive reporting and customer portal for better invoice management
Cons
- Pricing is quote-based and can be expensive for small teams
- Initial setup and learning curve may require training
- Limited free trial and customization options compared to competitors
Best For
Mid-sized HVAC contractors needing an all-in-one solution for field invoicing, dispatching, and accounting integration.
Pricing
Custom quote-based pricing, typically $125-$200 per user/month depending on features and user count; no public starter plans.
ServSuite
specializedField service management solution with robust invoicing, GPS tracking, and parts inventory for HVAC technicians.
On-the-spot mobile invoicing with integrated payment processing, allowing technicians to bill and collect payments directly from the job site.
ServSuite is a comprehensive field service management software tailored for HVAC, plumbing, and electrical contractors, focusing on streamlining operations from scheduling to invoicing. It enables real-time dispatching, mobile technician apps for job tracking, and seamless invoicing with flat-rate pricing catalogs. The platform integrates deeply with QuickBooks for automated accounting and offers reporting tools to monitor profitability and performance.
Pros
- Seamless QuickBooks integration for effortless invoicing and accounting
- Real-time mobile invoicing and payment collection from the field
- Flat-rate pricing tools that simplify quoting and boost profitability
Cons
- Steeper learning curve for setup and customization
- Custom pricing can be expensive for very small teams
- Occasional reports of mobile app glitches during peak usage
Best For
Mid-sized HVAC contractors with multiple technicians needing integrated scheduling, dispatching, and on-site invoicing capabilities.
Pricing
Custom quote-based pricing, typically starting at $150 per technician per month with scalable tiers based on users and features.
SuccessWare
enterpriseHVAC business management system offering customizable invoicing, accounting integration, and performance reporting.
SuccessPricer flat-rate catalog integration for instant, profitable invoice generation
SuccessWare is a comprehensive business management platform tailored for HVAC, plumbing, and electrical contractors, with strong invoicing capabilities powered by flat-rate pricing catalogs. It handles everything from job dispatching and scheduling to mobile technician apps and QuickBooks integration for seamless billing. While robust for field service operations, its invoicing shines in ensuring profitable, consistent pricing across jobs.
Pros
- Powerful flat-rate invoicing with integrated pricing catalogs
- Seamless QuickBooks synchronization for accounting
- Mobile app enables on-site invoicing and dispatching
Cons
- Steep learning curve for new users
- Dated user interface despite functionality
- Pricing can be prohibitive for small operations
Best For
Mid-sized HVAC contractors needing an all-in-one solution for invoicing, dispatching, and accounting integration.
Pricing
Custom quotes based on users and modules; typically $125-$250 per user per month with implementation fees.
RazorSync
specializedMobile-first platform for scheduling, invoicing, and payments tailored to HVAC and plumbing services.
Real-time mobile invoicing with electronic signatures and on-the-spot payment processing via integrated gateways
RazorSync is a mobile-first field service management software designed for HVAC, plumbing, and electrical contractors, with strong invoicing capabilities that allow technicians to generate, customize, and send invoices directly from job sites. It integrates seamlessly with QuickBooks for real-time syncing of invoices, payments, and inventory, streamlining back-office accounting. The platform also includes scheduling, dispatching, GPS tracking, and customer management tools to support end-to-end HVAC operations.
Pros
- Robust mobile app for on-site invoicing, signatures, and payments
- Seamless QuickBooks integration for automatic accounting sync
- Real-time GPS dispatching and route optimization
Cons
- Pricing can be steep for small teams with custom quotes required
- Desktop interface feels dated compared to mobile
- Limited advanced reporting without higher tiers
Best For
Small to mid-sized HVAC businesses needing mobile invoicing integrated with dispatching and accounting.
Pricing
Custom pricing starting around $60 per technician/month; tiers include Basic, Plus, and Enterprise with add-ons for advanced features—contact sales for quote.
Kickserv
specializedSimple field service app with quoting, invoicing, and time tracking for small HVAC businesses.
On-site invoice creation with e-signatures and integrated payment processing via the mobile app
Kickserv is a cloud-based field service management platform tailored for HVAC contractors and similar service businesses, offering tools for scheduling, dispatching, job tracking, and invoicing. It enables technicians to generate professional invoices directly from the mobile app, capture signatures, process payments on-site, and sync seamlessly with QuickBooks for accounting. While versatile for small teams, it emphasizes simplicity over deep HVAC-specific customizations like advanced equipment maintenance tracking.
Pros
- Intuitive mobile app for real-time invoicing and job updates
- Strong QuickBooks integration for effortless accounting sync
- Customizable templates and automated follow-ups for estimates to invoices
Cons
- Limited advanced reporting and analytics for large-scale operations
- Basic inventory management lacks depth for complex HVAC parts tracking
- No native support for recurring maintenance contracts or service agreements
Best For
Small to mid-sized HVAC businesses seeking straightforward scheduling and mobile invoicing without needing enterprise-level complexity.
Pricing
Starts at $59/user/month (billed annually) for the Basic plan, with Pro at $99/user/month and custom Enterprise pricing; includes a 14-day free trial.
FieldPulse
specializedStreamlined field service software enabling quick job creation, invoicing, and customer communication for HVAC teams.
Digital clipboard for instant on-site invoice generation and customer signatures
FieldPulse is a mobile-first field service management software tailored for HVAC contractors, enabling on-site estimate creation, invoicing, and payment collection directly from technicians' devices. It streamlines operations with scheduling, dispatching, and QuickBooks integration for seamless accounting. The platform supports job tracking from quote to cash, making it suitable for service-based businesses focused on efficient billing.
Pros
- Robust mobile app for on-site invoicing and payments
- Seamless QuickBooks integration for accounting
- Real-time scheduling and dispatching tools
Cons
- Pricing can be steep for small teams
- Reporting features lack advanced customization
- Occasional mobile app glitches reported by users
Best For
Small to mid-sized HVAC companies needing mobile invoicing and field management without complex enterprise features.
Pricing
Starts at $65/user/month (Essentials), up to $149/user/month (Premium), billed annually with a free trial.
Conclusion
With a range of robust tools to choose from, the reviewed HVAC invoice software options cater to diverse business needs. Leading the pack, ServiceTitan stands out as the top choice, offering comprehensive field service management. Close contenders Housecall Pro and Jobber also excel, providing tailored solutions for different operational workflows.
Dive into ServiceTitan today to experience its advanced features firsthand and transform how you handle invoicing and business management in your HVAC operations.
Tools Reviewed
All tools were independently evaluated for this comparison