Quick Overview
- 1#1: ServiceTitan - Comprehensive field service platform for HVAC contractors with advanced maintenance agreement management, automated scheduling, and revenue optimization.
- 2#2: Housecall Pro - All-in-one software for home service pros including HVAC, featuring recurring maintenance agreements, automated reminders, and invoicing.
- 3#3: Jobber - Field service management tool that handles HVAC maintenance contracts with scheduling, client portals, and automated billing.
- 4#4: FieldEdge - HVAC-specific software with dedicated maintenance agreement modules for tracking, dispatching, and upsell opportunities.
- 5#5: SuccessWare - ERP system tailored for HVAC businesses, excelling in service agreement tracking, flat-rate pricing, and customer retention.
- 6#6: Service Fusion - Cloud-based FSM software supporting HVAC maintenance agreements with contract management, renewals, and mobile dispatching.
- 7#7: FieldPulse - Mobile-first field service app for HVAC services including maintenance contract scheduling and automated notifications.
- 8#8: Kickserv - Scheduling and invoicing platform for service businesses like HVAC with support for recurring maintenance agreements.
- 9#9: Fergus - Job management software for HVAC trades featuring maintenance agreement handling, quoting, and inventory tracking.
- 10#10: ServiceM8 - Field service app with recurring job templates for HVAC maintenance agreements, integrated with Xero for seamless accounting.
We selected and ranked these tools based on key factors like robust maintenance agreement modules, integration with daily workflows, user-friendliness, and overall value, ensuring they meet the practical demands of HVAC professionals.
Comparison Table
Effective HVAC maintenance agreement software is critical for managing client relationships, scheduling, and operations; this comparison table analyzes top tools like ServiceTitan, Housecall Pro, Jobber, FieldEdge, SuccessWare, and more, detailing features, pricing, and integrations to guide informed decisions.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive field service platform for HVAC contractors with advanced maintenance agreement management, automated scheduling, and revenue optimization. | enterprise | 9.6/10 | 9.8/10 | 8.5/10 | 9.2/10 |
| 2 | Housecall Pro All-in-one software for home service pros including HVAC, featuring recurring maintenance agreements, automated reminders, and invoicing. | enterprise | 9.1/10 | 9.4/10 | 8.7/10 | 8.5/10 |
| 3 | Jobber Field service management tool that handles HVAC maintenance contracts with scheduling, client portals, and automated billing. | enterprise | 8.7/10 | 8.5/10 | 9.2/10 | 8.4/10 |
| 4 | FieldEdge HVAC-specific software with dedicated maintenance agreement modules for tracking, dispatching, and upsell opportunities. | specialized | 8.7/10 | 9.0/10 | 8.2/10 | 8.0/10 |
| 5 | SuccessWare ERP system tailored for HVAC businesses, excelling in service agreement tracking, flat-rate pricing, and customer retention. | specialized | 8.2/10 | 8.7/10 | 7.5/10 | 7.9/10 |
| 6 | Service Fusion Cloud-based FSM software supporting HVAC maintenance agreements with contract management, renewals, and mobile dispatching. | enterprise | 8.3/10 | 8.8/10 | 8.2/10 | 7.9/10 |
| 7 | FieldPulse Mobile-first field service app for HVAC services including maintenance contract scheduling and automated notifications. | specialized | 8.4/10 | 8.6/10 | 8.8/10 | 8.0/10 |
| 8 | Kickserv Scheduling and invoicing platform for service businesses like HVAC with support for recurring maintenance agreements. | specialized | 7.9/10 | 7.7/10 | 8.4/10 | 8.1/10 |
| 9 | Fergus Job management software for HVAC trades featuring maintenance agreement handling, quoting, and inventory tracking. | specialized | 7.6/10 | 7.8/10 | 8.2/10 | 7.4/10 |
| 10 | ServiceM8 Field service app with recurring job templates for HVAC maintenance agreements, integrated with Xero for seamless accounting. | specialized | 7.6/10 | 7.2/10 | 8.5/10 | 7.5/10 |
Comprehensive field service platform for HVAC contractors with advanced maintenance agreement management, automated scheduling, and revenue optimization.
All-in-one software for home service pros including HVAC, featuring recurring maintenance agreements, automated reminders, and invoicing.
Field service management tool that handles HVAC maintenance contracts with scheduling, client portals, and automated billing.
HVAC-specific software with dedicated maintenance agreement modules for tracking, dispatching, and upsell opportunities.
ERP system tailored for HVAC businesses, excelling in service agreement tracking, flat-rate pricing, and customer retention.
Cloud-based FSM software supporting HVAC maintenance agreements with contract management, renewals, and mobile dispatching.
Mobile-first field service app for HVAC services including maintenance contract scheduling and automated notifications.
Scheduling and invoicing platform for service businesses like HVAC with support for recurring maintenance agreements.
Job management software for HVAC trades featuring maintenance agreement handling, quoting, and inventory tracking.
Field service app with recurring job templates for HVAC maintenance agreements, integrated with Xero for seamless accounting.
ServiceTitan
enterpriseComprehensive field service platform for HVAC contractors with advanced maintenance agreement management, automated scheduling, and revenue optimization.
Advanced Memberships management with AI-driven automation for renewals, personalized customer portals, and integrated upsell opportunities directly tied to maintenance agreements
ServiceTitan is a comprehensive field service management platform designed specifically for HVAC, plumbing, and electrical contractors, excelling in HVAC maintenance agreement management through its dedicated Memberships module. It automates the entire lifecycle of maintenance contracts, from sales and enrollment to automated renewals, scheduling, and fulfillment, while tracking compliance and performance metrics. The software integrates with CRM, dispatching, invoicing, and marketing tools to maximize recurring revenue and customer retention for service businesses.
Pros
- Powerful Memberships module for automated HVAC maintenance agreement management, including renewals, upsells, and customer portals
- Seamless integration with scheduling, dispatching, and analytics for end-to-end operations
- Robust reporting and KPIs to track agreement performance, retention, and revenue growth
Cons
- High cost with custom pricing suited for mid-to-large businesses, not ideal for small operations
- Steep learning curve due to extensive features requiring training and onboarding
- Implementation process can take several weeks to months
Best For
Mid-sized to enterprise-level HVAC contractors seeking a scalable, all-in-one platform to manage and grow large-scale maintenance agreement programs.
Pricing
Custom enterprise pricing typically starting at $300-$500 per user per month, with minimum user requirements and additional fees for implementation and add-ons.
Housecall Pro
enterpriseAll-in-one software for home service pros including HVAC, featuring recurring maintenance agreements, automated reminders, and invoicing.
Branded Customer Hub for self-service maintenance agreement enrollment, payments, and scheduling
Housecall Pro is a comprehensive field service management platform tailored for HVAC contractors and other home service pros, with robust tools for creating, selling, and managing maintenance agreements. Customers can self-enroll, pay, and schedule services via a branded portal, while technicians access job details, track maintenance history, and upsell via the mobile app. It integrates scheduling, dispatching, invoicing, and QuickBooks for streamlined operations.
Pros
- Powerful maintenance agreement automation with customer self-service portal
- Excellent mobile app for techs to manage jobs and history on-site
- Seamless integrations with QuickBooks and payment processors
Cons
- Higher pricing tiers required for full advanced features
- Initial setup and learning curve for complex workflows
- Limited reporting customization in basic plans
Best For
Mid-sized HVAC businesses seeking an all-in-one solution to scale maintenance contract sales and field operations efficiently.
Pricing
Starts at $65/month (Basic), up to $399+/month (Pro Unlimited), billed annually; per-company pricing with add-ons for extras.
Jobber
enterpriseField service management tool that handles HVAC maintenance contracts with scheduling, client portals, and automated billing.
Subscription-style recurring billing with automated renewal reminders tailored for long-term maintenance contracts
Jobber is a versatile field service management software tailored for HVAC contractors and similar trades, enabling the creation, tracking, and fulfillment of maintenance agreements through recurring job scheduling and subscription billing. It streamlines preventive maintenance by automating reminders, service history logging, and customer communications via a client hub. The platform integrates quoting, invoicing, and payments, making it easier to manage ongoing HVAC service contracts alongside one-off jobs.
Pros
- Intuitive recurring job scheduling and automated reminders ideal for HVAC maintenance plans
- Seamless integration of invoicing, payments, and customer portals for agreement management
- Mobile app empowers technicians with real-time access to schedules and customer details
Cons
- Lacks advanced HVAC-specific tools like detailed equipment tracking or compliance reporting
- Higher-tier pricing can become expensive for teams with many maintenance contracts
- Customization for complex agreement workflows requires workarounds
Best For
Small to mid-sized HVAC businesses seeking an user-friendly all-in-one platform for managing maintenance agreements with daily field operations.
Pricing
Starts at $49/month (Lite, up to 1 user), Core at $119/month, Grow at $199+/month; billed annually with add-ons for extra users/jobs.
FieldEdge
specializedHVAC-specific software with dedicated maintenance agreement modules for tracking, dispatching, and upsell opportunities.
Automated dispatching board that intelligently schedules maintenance visits based on agreements, technician availability, and route optimization
FieldEdge is a robust field service management platform tailored for HVAC contractors, with strong capabilities for handling maintenance agreements through automated scheduling, contract tracking, and renewal reminders. It enables businesses to manage service contracts end-to-end, from creation and customer portals to dispatching technicians for recurring visits and generating invoices. The software integrates seamlessly with accounting tools like QuickBooks, providing a centralized hub for agreement lifecycle management and operational efficiency.
Pros
- Comprehensive maintenance agreement tools with automated scheduling and renewals
- Powerful mobile app for technicians with real-time updates and GPS tracking
- Strong integrations including QuickBooks for streamlined invoicing
Cons
- Pricing is quote-based and can be expensive for smaller teams
- Steeper learning curve for advanced dispatching features
- Some customization options require additional modules
Best For
Mid-sized HVAC companies needing integrated field service management with dedicated maintenance agreement automation.
Pricing
Custom quote-based pricing, typically starting at $165/user/month for core features, scaling with users and add-ons.
SuccessWare
specializedERP system tailored for HVAC businesses, excelling in service agreement tracking, flat-rate pricing, and customer retention.
Automated agreement renewal engine with upsell prompts and customer portal for self-service renewals
SuccessWare is a specialized business management software tailored for HVAC contractors, offering robust tools for managing maintenance agreements from creation to renewal. It enables automated scheduling of preventive maintenance visits, contract tracking, invoicing, and customer notifications to boost retention and revenue. The platform integrates with accounting systems like QuickBooks and provides mobile access for field technicians to update service records in real-time.
Pros
- Comprehensive maintenance agreement lifecycle management with automation
- Deep HVAC industry-specific features and QuickBooks integration
- Reliable mobile app for technician dispatching and updates
Cons
- Dated interface that feels less intuitive compared to modern SaaS tools
- Steep learning curve during initial setup and training
- Custom quote-based pricing can be higher for smaller teams
Best For
Mid-sized HVAC companies seeking a dedicated, all-in-one platform to scale their maintenance agreement programs efficiently.
Pricing
Quote-based pricing, typically $200-$500 per month for 5-20 users, plus one-time setup fees; scales with modules and user count.
Service Fusion
enterpriseCloud-based FSM software supporting HVAC maintenance agreements with contract management, renewals, and mobile dispatching.
Automated agreement renewal engine that proactively schedules visits, sends reminders, and upsells based on service history
Service Fusion is an all-in-one field service management platform designed for HVAC contractors, with robust tools for creating and managing maintenance agreements. It allows users to set up recurring service contracts, automate scheduling for maintenance visits, track renewals, and monitor customer compliance. The software integrates agreement management seamlessly with dispatching, invoicing, technician mobile apps, and a customer portal for self-service access.
Pros
- Powerful maintenance agreement module with automated renewals and reminders
- Seamless integration between agreements, scheduling, and mobile technician tools
- Customer portal enables clients to view, pay, and manage their agreements independently
Cons
- Pricing can be steep for small teams focused solely on maintenance agreements
- Steeper learning curve for advanced features and custom reporting
- Occasional reports of mobile app sync issues during peak usage
Best For
Mid-sized HVAC companies with 5-50 technicians needing integrated maintenance agreement management within a full field service platform.
Pricing
Starts at $194/month for Starter plan (1 user), scales with Pro ($347+/month) and Enterprise (custom) tiers based on users and features.
FieldPulse
specializedMobile-first field service app for HVAC services including maintenance contract scheduling and automated notifications.
Automated maintenance agreement management with visual lifecycle tracking and proactive renewal reminders
FieldPulse is a comprehensive field service management platform tailored for HVAC, plumbing, and electrical contractors, offering tools for scheduling, dispatching, invoicing, and customer relationship management. It excels in HVAC maintenance agreements by enabling automated recurring job scheduling, agreement tracking, expiration reminders, and upsell opportunities through customer portals. The software integrates with QuickBooks and provides a mobile app for technicians to access job details, capture signatures, and process payments on-site.
Pros
- Strong automation for maintenance agreement scheduling and renewals
- User-friendly mobile app with real-time updates
- Seamless integrations with accounting tools like QuickBooks
Cons
- Reporting and analytics lack depth for advanced users
- Pricing scales quickly with additional users and features
- Limited customization for highly specialized HVAC workflows
Best For
Small to mid-sized HVAC businesses managing 5-30 technicians with recurring maintenance contracts seeking an all-in-one field service solution.
Pricing
Starts at $65/user/month (billed annually) for Starter plan; Pro at $95/user/month and Enterprise custom pricing.
Kickserv
specializedScheduling and invoicing platform for service businesses like HVAC with support for recurring maintenance agreements.
Automated maintenance contract renewals with email reminders and one-click recurring job generation
Kickserv is a cloud-based field service management platform designed for HVAC, plumbing, and other trades, with robust tools for managing maintenance agreements through recurring job scheduling, automated billing, and service history tracking. It streamlines dispatching technicians, sending customer reminders, and invoicing for ongoing contracts. The software also includes a mobile app for techs and a customer portal for self-service booking and viewing maintenance records.
Pros
- Intuitive recurring job scheduling for easy maintenance agreement setup
- Strong mobile app enables real-time updates from HVAC techs in the field
- Integrated invoicing and payments simplify contract billing
Cons
- Reporting lacks depth for advanced maintenance analytics
- Limited customization for complex multi-tier agreement structures
- Scalability issues for larger HVAC operations with high-volume contracts
Best For
Small to mid-sized HVAC companies seeking simple, affordable tools to manage recurring maintenance agreements and basic field operations.
Pricing
Starts at $59/user/month (Basic, billed annually), $99/user/month (Pro), $139/user/month (Premium); 14-day free trial available.
Fergus
specializedJob management software for HVAC trades featuring maintenance agreement handling, quoting, and inventory tracking.
Service rounds automation that auto-generates and assigns recurring maintenance jobs with renewal reminders
Fergus is a cloud-based job management software tailored for trade businesses like HVAC contractors, focusing on streamlining operations from quoting to invoicing. It excels in handling maintenance agreements through automated scheduling of recurring service rounds, tracking contract renewals, and managing technician dispatch via a mobile app. The platform integrates inventory, purchasing, and accounting tools to provide end-to-end visibility for service-based operations.
Pros
- Intuitive mobile app for on-site technicians
- Automated recurring maintenance scheduling and renewals
- Strong integrations with Xero and inventory management
Cons
- Limited advanced reporting for large-scale HVAC fleets
- Geared primarily toward ANZ market with regional pricing
- Customization options for agreements are somewhat basic
Best For
Small to medium HVAC businesses in Australia/New Zealand needing simple maintenance agreement tracking alongside daily job management.
Pricing
Starts at AUD $79/user/month for core features, with tiers up to $149/user/month; annual discounts available.
ServiceM8
specializedField service app with recurring job templates for HVAC maintenance agreements, integrated with Xero for seamless accounting.
Asset management with linked service history and recurring schedules tailored for tracking HVAC unit maintenance over time
ServiceM8 is a mobile-first field service management platform designed for trades like HVAC, enabling businesses to schedule recurring maintenance jobs, track assets, and manage service agreements efficiently. It supports automated dispatching, technician mobile access for job details and checklists, and seamless invoicing directly from the field. While versatile across service industries, its recurring job features and asset history tracking make it functional for HVAC maintenance contracts, though not deeply specialized.
Pros
- Intuitive mobile app for technicians to log maintenance visits and update service history on-site
- Recurring job scheduling automates maintenance agreement follow-ups
- Integrated invoicing and payments streamline billing for service contracts
Cons
- Lacks advanced contract management tools like automated renewals or digital agreement signing
- Pricing scales per active user, which can become costly for larger teams
- Reporting for maintenance agreements is basic, without HVAC-specific analytics
Best For
Small to mid-sized HVAC companies needing a general field service tool with solid recurring job capabilities for basic maintenance agreements.
Pricing
Starts at $29 per active user/month (Basic), $99 (Plus), $149 (Pro); billed annually with a minimum of 3 users.
Conclusion
Each reviewed tool offers unique value, but ServiceTitan leads as the top choice, excelling in comprehensive maintenance agreement management, scheduling, and revenue optimization. Housecall Pro and Jobber follow closely, standing out as strong alternatives—Housecall Pro for its all-in-one simplicity and automated reminders, Jobber for robust contract tracking and client engagement tools. Together, they cater to diverse business needs, ensuring efficient operations.
Elevate your HVAC maintenance game by trying ServiceTitan, the top-ranked solution, to enhance efficiency and drive growth for your business.
Tools Reviewed
All tools were independently evaluated for this comparison