Quick Overview
- 1#1: ServiceTitan - Comprehensive field service platform for HVAC businesses with advanced mobile invoicing, payments, and QuickBooks integration.
- 2#2: Housecall Pro - All-in-one HVAC software offering instant invoicing, estimates, and payment processing directly from the field.
- 3#3: Jobber - Field service management tool with robust invoicing, scheduling, and automated billing for HVAC contractors.
- 4#4: FieldEdge - HVAC-specific software providing mobile invoicing, dispatching, and accounting integrations for service calls.
- 5#5: Service Fusion - Cloud-based field service solution with customizable invoicing, payments, and real-time reporting for HVAC pros.
- 6#6: SuccessWare - Integrated HVAC business management system featuring flat-rate invoicing, CRM, and financial tracking.
- 7#7: RazorSync - Mobile-first platform for HVAC scheduling and invoicing with offline capabilities and payment collection.
- 8#8: Kickserv - Field service app with quoting, job tracking, and invoicing tools tailored for HVAC and trades.
- 9#9: Fergus - Job management software for HVAC with live invoicing, purchasing, and asset tracking features.
- 10#10: Aspire - Enterprise software for commercial HVAC contractors offering advanced invoicing, project management, and analytics.
We ranked tools based on robust features like mobile compatibility, payment processing, and system integration, combined with user-friendliness, reliability, and value to ensure they cater to the unique demands of HVAC contractors.
Comparison Table
For HVAC businesses Managing Operations, choosing the right invoicing software can streamline tasks and boost efficiency. This comparison table breaks down top tools like ServiceTitan, Housecall Pro, Jobber, FieldEdge, Service Fusion, and more, helping readers identify features that align with their specific needs for seamless invoicing and workflow management.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive field service platform for HVAC businesses with advanced mobile invoicing, payments, and QuickBooks integration. | enterprise | 9.5/10 | 9.8/10 | 8.2/10 | 8.7/10 |
| 2 | Housecall Pro All-in-one HVAC software offering instant invoicing, estimates, and payment processing directly from the field. | specialized | 9.2/10 | 9.5/10 | 8.8/10 | 8.6/10 |
| 3 | Jobber Field service management tool with robust invoicing, scheduling, and automated billing for HVAC contractors. | specialized | 8.7/10 | 9.1/10 | 8.4/10 | 8.0/10 |
| 4 | FieldEdge HVAC-specific software providing mobile invoicing, dispatching, and accounting integrations for service calls. | specialized | 8.7/10 | 9.2/10 | 8.1/10 | 8.3/10 |
| 5 | Service Fusion Cloud-based field service solution with customizable invoicing, payments, and real-time reporting for HVAC pros. | specialized | 8.4/10 | 8.8/10 | 8.1/10 | 7.9/10 |
| 6 | SuccessWare Integrated HVAC business management system featuring flat-rate invoicing, CRM, and financial tracking. | specialized | 8.2/10 | 8.7/10 | 7.4/10 | 7.9/10 |
| 7 | RazorSync Mobile-first platform for HVAC scheduling and invoicing with offline capabilities and payment collection. | specialized | 8.1/10 | 8.3/10 | 7.9/10 | 7.6/10 |
| 8 | Kickserv Field service app with quoting, job tracking, and invoicing tools tailored for HVAC and trades. | specialized | 7.8/10 | 8.2/10 | 7.5/10 | 7.4/10 |
| 9 | Fergus Job management software for HVAC with live invoicing, purchasing, and asset tracking features. | specialized | 8.1/10 | 8.4/10 | 8.0/10 | 7.7/10 |
| 10 | Aspire Enterprise software for commercial HVAC contractors offering advanced invoicing, project management, and analytics. | enterprise | 8.2/10 | 9.1/10 | 7.4/10 | 7.8/10 |
Comprehensive field service platform for HVAC businesses with advanced mobile invoicing, payments, and QuickBooks integration.
All-in-one HVAC software offering instant invoicing, estimates, and payment processing directly from the field.
Field service management tool with robust invoicing, scheduling, and automated billing for HVAC contractors.
HVAC-specific software providing mobile invoicing, dispatching, and accounting integrations for service calls.
Cloud-based field service solution with customizable invoicing, payments, and real-time reporting for HVAC pros.
Integrated HVAC business management system featuring flat-rate invoicing, CRM, and financial tracking.
Mobile-first platform for HVAC scheduling and invoicing with offline capabilities and payment collection.
Field service app with quoting, job tracking, and invoicing tools tailored for HVAC and trades.
Job management software for HVAC with live invoicing, purchasing, and asset tracking features.
Enterprise software for commercial HVAC contractors offering advanced invoicing, project management, and analytics.
ServiceTitan
enterpriseComprehensive field service platform for HVAC businesses with advanced mobile invoicing, payments, and QuickBooks integration.
Real-time revenue per technician tracking and intelligent pricing optimization that dynamically adjusts invoices based on job data and historical performance
ServiceTitan is a comprehensive field service management platform tailored for HVAC contractors, offering robust invoicing tools that enable technicians to generate, customize, and process invoices directly from the mobile app in the field. It integrates seamlessly with accounting systems like QuickBooks for automated syncing of payments, estimates, and financial data. The software provides advanced reporting on revenue, job profitability, and technician performance, making it ideal for optimizing HVAC business operations.
Pros
- Mobile-first invoicing allows techs to bill, collect payments, and upsell on-site in real-time
- Deep integrations with QuickBooks and payment processors for seamless financial workflows
- Advanced analytics for revenue tracking, profitability insights, and forecasting
Cons
- High cost with custom pricing that can exceed $300/user/month plus implementation fees
- Steep learning curve due to extensive features, requiring training for full utilization
- Overkill for very small HVAC operations with limited scale
Best For
Mid-sized to large HVAC companies with multiple technicians seeking an all-in-one platform for field invoicing, dispatching, and financial management.
Pricing
Custom enterprise pricing starting at around $265-$400 per user/month (billed annually), with additional setup and onboarding fees typically $5,000+.
Housecall Pro
specializedAll-in-one HVAC software offering instant invoicing, estimates, and payment processing directly from the field.
Instant on-site invoicing and payment processing via the technician mobile app, with automatic accounting sync
Housecall Pro is a comprehensive field service management platform tailored for HVAC contractors and other home service pros, offering robust invoicing capabilities integrated with scheduling, dispatching, and customer management. It enables technicians to generate professional invoices on-site via a mobile app, accept payments instantly, and sync data seamlessly with QuickBooks or other accounting software. The tool automates billing workflows, tracks job costs, and provides real-time financial insights, making it ideal for streamlining HVAC invoicing from estimate to payment.
Pros
- Seamless mobile invoicing and on-site payment collection with integrated card readers
- Automatic QuickBooks sync and real-time job costing for accurate HVAC billing
- Customizable invoice templates and automated follow-ups to speed up collections
Cons
- Pricing can escalate quickly for larger teams or advanced features
- Initial setup and learning curve for full customization
- Some reporting tools require higher-tier plans
Best For
Mid-sized HVAC contractors seeking an all-in-one platform that integrates invoicing with field operations and accounting.
Pricing
Starts at $65/month (Basic, 1 user), Essentials $129/month (up to 7 users), Max $229/month (up to 21 users), Plus $279+/month for larger teams; annual billing discounts available.
Jobber
specializedField service management tool with robust invoicing, scheduling, and automated billing for HVAC contractors.
Client Hub portal allowing customers to view, approve estimates, pay invoices, and request service independently
Jobber is a robust field service management platform tailored for HVAC contractors, enabling efficient job scheduling, dispatching, and invoicing all in one place. It allows users to generate professional invoices directly from estimates or job details, track time and materials on-site via mobile app, and process payments online with QuickBooks integration. The software also supports recurring billing, automated reminders, and client portals for self-service payments, making it ideal for streamlining HVAC billing workflows.
Pros
- Seamless estimate-to-invoice conversion with mobile on-site editing
- Integrated payment processing and automated reminders to speed up collections
- Strong QuickBooks sync and reporting for accurate HVAC financial tracking
Cons
- Pricing escalates quickly for teams needing advanced features like unlimited users
- Limited built-in HVAC-specific tools like refrigerant tracking or load calculations
- Some users report occasional delays in mobile app syncing during peak usage
Best For
Small to mid-sized HVAC companies seeking an all-in-one platform for invoicing, scheduling, and customer management without needing multiple tools.
Pricing
Starts at $49/month (Core plan, billed annually) for solo users, up to $349/month (Grow plan) for larger teams with advanced automation.
FieldEdge
specializedHVAC-specific software providing mobile invoicing, dispatching, and accounting integrations for service calls.
Real-time mobile invoicing with instant QuickBooks Online sync and on-site payment processing
FieldEdge is a robust field service management platform tailored for HVAC contractors, with strong invoicing features that enable real-time billing from the field via a mobile app. It supports flat-rate pricing, on-site payments, inventory management, and seamless QuickBooks integration to streamline accounting. The software also integrates dispatching and scheduling to provide a complete workflow for service-based businesses.
Pros
- Seamless QuickBooks integration for automated invoicing and accounting
- Mobile app enables on-site invoicing, payments, and upsells
- Robust inventory and flat-rate pricing tools tied directly to billing
Cons
- Pricing can be steep for smaller teams
- Initial setup and learning curve for full customization
- Reporting features lack deep flexibility compared to specialized invoicing tools
Best For
Mid-sized HVAC companies with field technicians needing integrated invoicing, dispatching, and QuickBooks sync.
Pricing
Custom quotes starting at $150-250 per user/month, with tiers based on features and user count; implementation fees may apply.
Service Fusion
specializedCloud-based field service solution with customizable invoicing, payments, and real-time reporting for HVAC pros.
Real-time job site invoicing with integrated payment processing and QuickBooks auto-sync
Service Fusion is a comprehensive field service management platform designed for HVAC, plumbing, and electrical contractors, offering end-to-end tools for scheduling, dispatching, and invoicing. It enables technicians to create professional invoices on-site via a mobile app, capture digital signatures, and process payments instantly. The software integrates seamlessly with QuickBooks for automated accounting and includes CRM, inventory tracking, and customer portals to streamline operations from quote to cash.
Pros
- Robust mobile invoicing with on-site payments and e-signatures
- Seamless QuickBooks integration for automated accounting
- Comprehensive dispatching and scheduling tools tailored for HVAC workflows
Cons
- Pricing can be steep for small HVAC businesses
- Moderate learning curve for full feature utilization
- Occasional reports of mobile app glitches during peak usage
Best For
Mid-sized HVAC companies with field technicians needing an all-in-one solution for invoicing, scheduling, and payments.
Pricing
Custom quotes starting at around $195/month for basic plans (up to 5 users), scaling with users and advanced features.
SuccessWare
specializedIntegrated HVAC business management system featuring flat-rate invoicing, CRM, and financial tracking.
Built-in flat-rate pricing database with automatic upsell suggestions during invoicing
SuccessWare is an all-in-one business management platform tailored for HVAC, plumbing, and electrical contractors, with robust invoicing capabilities that allow for on-site invoice creation, flat-rate pricing, and seamless QuickBooks integration. It combines dispatching, scheduling, CRM, and inventory management to streamline field service operations. The mobile app enables technicians to invoice directly from job sites, update statuses in real-time, and capture signatures electronically.
Pros
- Comprehensive invoicing with flat-rate catalogs and real-time pricing updates
- Strong mobile app for field technicians with GPS dispatching and e-signatures
- Deep QuickBooks integration for automated accounting and reporting
Cons
- Steep learning curve due to extensive features and outdated interface in some areas
- Pricing is custom and can be expensive for smaller teams
- Limited third-party integrations beyond core accounting tools
Best For
Mid-sized HVAC contractors seeking an integrated solution for invoicing, dispatching, and accounting rather than standalone invoicing software.
Pricing
Custom pricing starting around $200-$500/month based on users and modules; requires demo for quote.
RazorSync
specializedMobile-first platform for HVAC scheduling and invoicing with offline capabilities and payment collection.
Integrated real-time GPS dispatching that syncs directly with mobile invoicing for instant job updates and billing
RazorSync is a mobile-first field service management software tailored for HVAC contractors, offering tools for scheduling, dispatching, invoicing, and payments directly from the field. It features real-time GPS tracking, inventory management, and seamless QuickBooks integration to streamline HVAC service workflows. The platform enables technicians to create, send, and collect payments on invoices instantly via its robust mobile app.
Pros
- Powerful mobile invoicing with on-site payment processing
- Real-time GPS tracking and dispatching for efficient HVAC routing
- Strong QuickBooks integration for automated accounting
Cons
- Interface feels dated compared to modern competitors
- Pricing can escalate quickly with add-ons and users
- Limited advanced HVAC-specific features like equipment load calculations
Best For
Small to mid-sized HVAC companies needing reliable mobile invoicing and field management without complex enterprise needs.
Pricing
Starts at $65/user/month (billed annually) for core features; custom pricing for advanced plans and add-ons.
Kickserv
specializedField service app with quoting, job tracking, and invoicing tools tailored for HVAC and trades.
One-click invoicing and payment collection directly from the technician's mobile app with GPS job verification
Kickserv is a cloud-based field service management platform tailored for HVAC and similar service businesses, offering tools for scheduling, dispatching, job tracking, and invoicing. It enables technicians to generate estimates, complete jobs, and create invoices on-site via a mobile app, with seamless QuickBooks Online integration for accounting. The software also includes CRM features and payment processing to streamline billing workflows from quote to cash.
Pros
- Robust mobile app for real-time job updates and on-site invoicing
- Seamless QuickBooks integration for effortless accounting sync
- Automated scheduling and dispatching tied to invoicing workflows
Cons
- Pricing scales quickly with additional users
- Limited advanced reporting and customization options for invoices
- Occasional mobile app glitches reported by users
Best For
Small to mid-sized HVAC businesses needing an all-in-one field service solution with strong invoicing capabilities.
Pricing
Starts at $59/user/month (Pro plan, billed annually) up to $99/user/month (Pro Plus); custom Enterprise pricing available.
Fergus
specializedJob management software for HVAC with live invoicing, purchasing, and asset tracking features.
Real-time job profitability dashboard that updates costs and margins as work progresses on-site
Fergus is a cloud-based job management software tailored for trade businesses like HVAC contractors, enabling seamless quoting, scheduling, time tracking, and invoicing from a single platform. It allows field technicians to manage jobs on mobile devices, track materials and labor in real-time, and generate professional invoices directly from completed work. The software integrates with popular accounting tools like Xero and QuickBooks for efficient financial workflows.
Pros
- Robust mobile app for on-site invoicing and job updates
- Real-time job costing and profitability tracking
- Strong integrations with accounting software like Xero
Cons
- Primarily focused on AU/NZ markets with limited US support
- Steep learning curve for advanced inventory features
- Pricing scales quickly with users and add-ons
Best For
Small to medium HVAC contractors seeking integrated job management and invoicing for field teams.
Pricing
Starts at ~$50/user/month for basic plans, with Pro tiers at $70+ and enterprise custom pricing.
Aspire
enterpriseEnterprise software for commercial HVAC contractors offering advanced invoicing, project management, and analytics.
On-site invoice creation and payment collection via the technician mobile app with automated QuickBooks sync
Aspire is a comprehensive field service management platform tailored for HVAC contractors, offering robust invoicing capabilities alongside scheduling, dispatching, and CRM tools. Technicians can generate professional invoices directly from the mobile app, accept payments on-site via integrated gateways, and sync data seamlessly with accounting software like QuickBooks. It emphasizes operational efficiency and business growth, making it suitable for mid-sized HVAC businesses beyond basic invoicing needs.
Pros
- Mobile-first invoicing with real-time payment processing
- Deep integrations with accounting and payment systems
- Scalable features for multi-location HVAC operations
Cons
- Steep learning curve for full feature set
- Pricing can be high for small teams
- Customization requires setup time
Best For
Mid-sized HVAC contractors seeking an all-in-one platform where invoicing integrates with broader business management.
Pricing
Custom quotes starting at $165/user/month, with tiers based on features and users; no public free trial.
Conclusion
After reviewing the range of tools, ServiceTitan rises to the top with its comprehensive field service features, making it the ideal choice for HVAC businesses. Housecall Pro and Jobber, meanwhile, excel as strong alternatives—Housecall Pro for instant field invoicing and Jobber for robust automated billing—catering to different operational needs. Each tool brings unique value, ensuring there’s a perfect fit for various workflows.
Take the next step in streamlining your operations: try ServiceTitan today to experience its advanced invoicing, payments, and integration capabilities firsthand.
Tools Reviewed
All tools were independently evaluated for this comparison