Quick Overview
- 1#1: ServiceTitan - Comprehensive field service management software with robust preventative maintenance scheduling, dispatching, and tracking tailored for HVAC contractors.
- 2#2: Housecall Pro - All-in-one platform for HVAC businesses to manage preventative maintenance agreements, automated scheduling, invoicing, and technician routing.
- 3#3: FieldEdge - HVAC-specific software that automates preventative maintenance contracts, work orders, and inventory tracking for residential and commercial services.
- 4#4: UpKeep - Mobile-first CMMS designed for creating, assigning, and tracking preventative maintenance tasks across HVAC assets with real-time alerts.
- 5#5: Jobber - Field service software enabling HVAC pros to schedule recurring maintenance, send reminders, and manage client contracts efficiently.
- 6#6: MaintainX - Streamlined CMMS for preventative maintenance workflows, including work orders, inspections, and asset history logging for HVAC systems.
- 7#7: Service Fusion - Cloud-based FSM tool with preventative maintenance modules for scheduling, technician apps, and QuickBooks integration for HVAC operations.
- 8#8: Limble CMMS - User-friendly CMMS that simplifies HVAC preventative maintenance planning, asset management, and compliance reporting.
- 9#9: Hippo CMMS - Affordable web-based CMMS for generating work orders, scheduling PM tasks, and tracking HVAC equipment performance metrics.
- 10#10: SuccessWare - HVAC business management software focused on maintenance agreement tracking, dispatching, and profitability analysis for service contracts.
We ranked tools based on the robustness of their preventive maintenance features, ease of integration into daily operations, user satisfaction scores, and overall cost-effectiveness, ensuring a comprehensive guide for contractors of all sizes.
Comparison Table
This comparison table highlights key features of leading HVAC preventive maintenance software, including ServiceTitan, Housecall Pro, FieldEdge, UpKeep, Jobber, and more. Readers will uncover how each tool optimizes scheduling, inventory management, and customer communication, supporting efficient maintenance workflows. By analyzing these options, users can identify the software that aligns best with their business requirements and boosts operational effectiveness.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive field service management software with robust preventative maintenance scheduling, dispatching, and tracking tailored for HVAC contractors. | enterprise | 9.4/10 | 9.6/10 | 8.2/10 | 8.7/10 |
| 2 | Housecall Pro All-in-one platform for HVAC businesses to manage preventative maintenance agreements, automated scheduling, invoicing, and technician routing. | enterprise | 9.1/10 | 9.0/10 | 9.4/10 | 8.9/10 |
| 3 | FieldEdge HVAC-specific software that automates preventative maintenance contracts, work orders, and inventory tracking for residential and commercial services. | specialized | 8.6/10 | 9.0/10 | 8.3/10 | 8.1/10 |
| 4 | UpKeep Mobile-first CMMS designed for creating, assigning, and tracking preventative maintenance tasks across HVAC assets with real-time alerts. | enterprise | 8.6/10 | 8.4/10 | 9.2/10 | 8.0/10 |
| 5 | Jobber Field service software enabling HVAC pros to schedule recurring maintenance, send reminders, and manage client contracts efficiently. | enterprise | 8.2/10 | 8.4/10 | 9.1/10 | 7.9/10 |
| 6 | MaintainX Streamlined CMMS for preventative maintenance workflows, including work orders, inspections, and asset history logging for HVAC systems. | enterprise | 8.2/10 | 7.8/10 | 9.3/10 | 9.0/10 |
| 7 | Service Fusion Cloud-based FSM tool with preventative maintenance modules for scheduling, technician apps, and QuickBooks integration for HVAC operations. | enterprise | 8.1/10 | 8.5/10 | 7.9/10 | 7.7/10 |
| 8 | Limble CMMS User-friendly CMMS that simplifies HVAC preventative maintenance planning, asset management, and compliance reporting. | enterprise | 8.5/10 | 8.7/10 | 9.3/10 | 8.2/10 |
| 9 | Hippo CMMS Affordable web-based CMMS for generating work orders, scheduling PM tasks, and tracking HVAC equipment performance metrics. | enterprise | 8.1/10 | 8.0/10 | 9.0/10 | 8.3/10 |
| 10 | SuccessWare HVAC business management software focused on maintenance agreement tracking, dispatching, and profitability analysis for service contracts. | specialized | 7.2/10 | 7.8/10 | 6.5/10 | 6.8/10 |
Comprehensive field service management software with robust preventative maintenance scheduling, dispatching, and tracking tailored for HVAC contractors.
All-in-one platform for HVAC businesses to manage preventative maintenance agreements, automated scheduling, invoicing, and technician routing.
HVAC-specific software that automates preventative maintenance contracts, work orders, and inventory tracking for residential and commercial services.
Mobile-first CMMS designed for creating, assigning, and tracking preventative maintenance tasks across HVAC assets with real-time alerts.
Field service software enabling HVAC pros to schedule recurring maintenance, send reminders, and manage client contracts efficiently.
Streamlined CMMS for preventative maintenance workflows, including work orders, inspections, and asset history logging for HVAC systems.
Cloud-based FSM tool with preventative maintenance modules for scheduling, technician apps, and QuickBooks integration for HVAC operations.
User-friendly CMMS that simplifies HVAC preventative maintenance planning, asset management, and compliance reporting.
Affordable web-based CMMS for generating work orders, scheduling PM tasks, and tracking HVAC equipment performance metrics.
HVAC business management software focused on maintenance agreement tracking, dispatching, and profitability analysis for service contracts.
ServiceTitan
enterpriseComprehensive field service management software with robust preventative maintenance scheduling, dispatching, and tracking tailored for HVAC contractors.
Lifecycle management for maintenance agreements, automating enrollment, scheduling, renewals, and performance insights
ServiceTitan is a comprehensive field service management platform tailored for HVAC contractors, with robust tools for managing preventative maintenance programs including automated scheduling, service history tracking, and customer agreement renewals. It streamlines operations by integrating dispatching, technician mobile apps, and performance analytics to optimize recurring maintenance visits and boost revenue from service contracts. The software excels in scalability, making it ideal for growing businesses handling high-volume HVAC maintenance.
Pros
- Advanced maintenance agreement management with automated renewals and upsell opportunities
- Intelligent scheduling and dispatching optimized for preventative maintenance routes
- Powerful analytics and reporting for tracking maintenance KPIs and customer retention
Cons
- High cost may be prohibitive for small HVAC businesses
- Steep learning curve due to extensive feature set
- Custom pricing lacks transparency without a demo
Best For
Mid-to-large HVAC contractors seeking enterprise-grade tools to scale preventative maintenance programs and maximize service contract revenue.
Pricing
Custom quote-based pricing, typically starting at $300+ per technician/month with tiers based on features and volume.
Housecall Pro
enterpriseAll-in-one platform for HVAC businesses to manage preventative maintenance agreements, automated scheduling, invoicing, and technician routing.
Memberships tool for automated tracking, reminders, and renewal of HVAC maintenance contracts
Housecall Pro is a comprehensive field service management platform tailored for HVAC contractors and other home service businesses, offering tools for scheduling, dispatching, invoicing, and customer management. For HVAC preventative maintenance, it excels with features like recurring job scheduling, maintenance agreement tracking, automated customer reminders, and a self-service customer portal for booking services. It integrates seamlessly with accounting software and provides mobile access for technicians to log maintenance tasks, parts used, and generate reports on the spot.
Pros
- Intuitive mobile app for technicians to handle preventative maintenance checklists and updates in real-time
- Robust memberships module for managing HVAC service contracts with automated billing and renewals
- Strong customer portal enabling self-scheduling and reminders, boosting retention for maintenance programs
Cons
- Pricing scales quickly with additional technicians, impacting value for larger teams
- Reporting for preventative maintenance analytics is solid but lacks deep customization without add-ons
- Some advanced automation features require the higher-tier plans
Best For
Small to mid-sized HVAC businesses (1-50 technicians) running preventative maintenance programs alongside other field services.
Pricing
Starts at $65/month for Essentials (plus $65 per technician/month); Plus at $129/month; Max at $229/month, with a 14-day free trial.
FieldEdge
specializedHVAC-specific software that automates preventative maintenance contracts, work orders, and inventory tracking for residential and commercial services.
Automated maintenance contract lifecycle management with predictive scheduling and customer self-service portals
FieldEdge is a robust field service management platform tailored for HVAC, plumbing, and electrical contractors, with strong capabilities in preventative maintenance through its Maintenance Agreements module. It enables automated scheduling of recurring service visits, route optimization, compliance tracking, and customer portals for self-service renewals. The software integrates mobile apps for technicians with back-office tools for dispatching, invoicing, and reporting, streamlining HVAC maintenance operations from contract setup to fulfillment.
Pros
- Powerful maintenance agreement management with automated renewals and reminders
- Real-time dispatching and GPS-enabled route optimization for efficient tech routing
- Seamless QuickBooks integration and mobile app for on-site maintenance tracking
Cons
- Pricing can be steep for small HVAC businesses with fewer than 10 technicians
- Initial setup and customization require significant training
- Reporting features lack advanced customization compared to top competitors
Best For
Mid-sized HVAC contractors needing integrated field service dispatching and scalable preventative maintenance programs.
Pricing
Quote-based pricing starting at around $150 per user per month, scaling with users, modules, and custom features.
UpKeep
enterpriseMobile-first CMMS designed for creating, assigning, and tracking preventative maintenance tasks across HVAC assets with real-time alerts.
Offline-capable mobile app with real-time syncing for on-the-go PM updates
UpKeep is a cloud-based CMMS platform that streamlines preventive maintenance, work order management, and asset tracking for maintenance teams, including HVAC operations. It enables scheduling recurring PM tasks, real-time updates via mobile app, and inventory management to ensure HVAC systems are serviced proactively. With strong field service capabilities, it's well-suited for technicians performing on-site preventative maintenance across multiple locations.
Pros
- Highly intuitive mobile app for field technicians
- Robust preventive maintenance scheduling with automation
- Comprehensive asset management and work order tracking
Cons
- Lacks HVAC-specific features like refrigerant logging or compliance tools
- Pricing scales quickly for larger teams
- Reporting could be more customizable for advanced analytics
Best For
Small to mid-sized HVAC contractors needing a mobile-first solution for scheduling and tracking preventative maintenance.
Pricing
Starter plan at $45/user/month (billed annually), Essentials at $75/user/month, Elite at $125/user/month, with Enterprise custom pricing.
Jobber
enterpriseField service software enabling HVAC pros to schedule recurring maintenance, send reminders, and manage client contracts efficiently.
Seamless maintenance agreement management with automated recurring job scheduling and customer reminders
Jobber is a versatile field service management software tailored for home service businesses like HVAC contractors, offering tools for scheduling, dispatching, invoicing, and customer management. It supports preventative maintenance through recurring job scheduling, maintenance agreements, automated reminders, and service history tracking via its mobile app and Client Hub. While not exclusively HVAC-focused, it streamlines routine maintenance workflows for small to mid-sized teams, integrating payments and QuickBooks for efficient operations.
Pros
- Intuitive recurring scheduling and automated reminders for maintenance contracts
- User-friendly mobile app for technicians to log jobs, photos, and checklists
- Client Hub enables customer self-service booking and payments
Cons
- Lacks deep HVAC-specific features like advanced asset tracking or predictive maintenance analytics
- Reporting tools are solid but not as customizable for detailed maintenance metrics
- Pricing scales quickly for teams needing advanced dispatching and integrations
Best For
Small to medium-sized HVAC businesses managing preventative maintenance contracts alongside general field service operations.
Pricing
Starts at $49/month (Lite, annual billing) for basics, up to $349/month (Grow + Grow) for full features like unlimited users and advanced automation.
MaintainX
enterpriseStreamlined CMMS for preventative maintenance workflows, including work orders, inspections, and asset history logging for HVAC systems.
Mobile-first design with offline functionality and reactive-to-preventative maintenance conversion tools
MaintainX is a mobile-first CMMS platform designed for preventative maintenance, work orders, and asset management, making it suitable for HVAC teams to schedule recurring tasks like filter changes, coil cleaning, and system inspections. It offers real-time collaboration, digital checklists, and asset history tracking to ensure compliance and efficiency in HVAC preventative maintenance. The software emphasizes simplicity and accessibility via its intuitive app, supporting both reactive repairs and proactive upkeep for field technicians.
Pros
- Highly intuitive mobile app with offline access for field HVAC techs
- Free plan with unlimited users for basic PM scheduling
- Pre-built templates and checklists for common HVAC maintenance tasks
Cons
- Limited advanced analytics and reporting compared to enterprise CMMS
- Fewer native integrations with HVAC-specific tools like Building Management Systems
- Customization options can feel basic for complex workflows
Best For
Small to mid-sized HVAC service companies or facilities teams needing a simple, affordable tool for scheduling and tracking preventative maintenance.
Pricing
Free plan for core features; Pro at $16/user/month (billed annually); Enterprise custom pricing.
Service Fusion
enterpriseCloud-based FSM tool with preventative maintenance modules for scheduling, technician apps, and QuickBooks integration for HVAC operations.
Automated maintenance contract lifecycle management with built-in upsell prompts and renewal tracking
Service Fusion is an all-in-one field service management platform designed for HVAC contractors, featuring dedicated tools for preventative maintenance such as automated scheduling of recurring service agreements, equipment history tracking, and performance reporting. It streamlines maintenance workflows by enabling techs to access service records via a mobile app, log work orders, and generate alerts for upcoming visits to prevent equipment failures. The software supports customer portals for self-scheduling maintenance and integrates billing directly into maintenance contracts for efficient revenue management.
Pros
- Robust maintenance agreement management with automated renewals and reminders
- Intuitive mobile app for on-site techs to update preventative maintenance records
- Comprehensive reporting on maintenance KPIs like compliance rates and asset performance
Cons
- Higher pricing may not suit very small operations
- Initial setup and learning curve for advanced features
- Fewer native integrations with specialized HVAC tools compared to niche PM software
Best For
Mid-sized HVAC companies (10-50 technicians) needing integrated field service and preventative maintenance capabilities.
Pricing
Custom quotes with starter plans around $149-$295/user/month, scaling by features and users; includes free trial.
Limble CMMS
enterpriseUser-friendly CMMS that simplifies HVAC preventative maintenance planning, asset management, and compliance reporting.
AI-powered Limble Assistant for natural language work order creation and queries
Limble CMMS is a cloud-based computerized maintenance management system (CMMS) that helps HVAC businesses manage preventive maintenance schedules, work orders, assets, and inventory efficiently. It supports HVAC-specific needs like recurring maintenance tasks based on runtime or calendar, equipment history tracking, and technician dispatching via a mobile app. The platform emphasizes simplicity and quick setup, making it ideal for streamlining field service operations without complex configurations.
Pros
- Intuitive interface with minimal training required
- Robust preventive maintenance scheduling with automation
- Strong mobile app for on-the-go HVAC technicians
Cons
- Custom pricing lacks transparency and can escalate for larger teams
- Reporting capabilities are solid but lack advanced analytics
- Fewer native integrations compared to enterprise-level competitors
Best For
Small to mid-sized HVAC contractors seeking a user-friendly CMMS for preventive maintenance without a steep learning curve.
Pricing
Custom quotes starting at around $90/user/month (billed annually); scales with users and features.
Hippo CMMS
enterpriseAffordable web-based CMMS for generating work orders, scheduling PM tasks, and tracking HVAC equipment performance metrics.
Drag-and-drop preventive maintenance calendar with automated recurring schedules and technician notifications tailored for HVAC asset upkeep
Hippo CMMS is a cloud-based computerized maintenance management system (CMMS) tailored for facilities maintenance, offering robust tools for scheduling and tracking preventive maintenance tasks specifically for HVAC systems. It enables users to create recurring PM schedules, log service history on assets like air handlers and chillers, and assign work orders to technicians via a mobile app. The platform emphasizes simplicity and efficiency, making it suitable for managing HVAC upkeep in commercial and industrial settings.
Pros
- Intuitive interface with drag-and-drop scheduling for HVAC PM tasks
- Unlimited users and strong mobile accessibility for technicians
- Affordable pricing with solid asset tracking and work order management
Cons
- Limited advanced analytics and custom reporting compared to enterprise tools
- Fewer native integrations with HVAC-specific sensors or IoT devices
- Basic inventory management may not suffice for large-scale operations
Best For
Small to mid-sized facilities managers seeking a user-friendly, cost-effective solution for routine HVAC preventive maintenance scheduling and tracking.
Pricing
Starts at $35 per technician per month (billed annually); custom enterprise pricing available.
SuccessWare
specializedHVAC business management software focused on maintenance agreement tracking, dispatching, and profitability analysis for service contracts.
Automated maintenance agreement management with renewal notifications and contract lifecycle tracking
SuccessWare is a comprehensive business management software tailored for HVAC, plumbing, and electrical contractors, with robust tools for managing preventative maintenance agreements. It allows users to create recurring service contracts, automate scheduling and dispatching for maintenance visits, track equipment history, and generate compliance reports. The platform integrates CRM, invoicing, and flat-rate pricing to support full-service operations beyond just maintenance.
Pros
- Strong maintenance agreement tracking with automated renewals and reminders
- Seamless integration with dispatching, billing, and CRM for end-to-end workflows
- Customizable reporting for service history and compliance
Cons
- Outdated user interface that feels clunky compared to modern competitors
- Complex initial setup and steep learning curve
- Higher pricing with custom quotes that may not suit small businesses
Best For
Mid-sized HVAC contractors needing an all-in-one platform that combines preventative maintenance with full business management.
Pricing
Custom quoted pricing, typically $150-$300 per user per month plus one-time setup fees of $5,000+ and training costs.
Conclusion
Reviewing the top 10 HVAC preventative maintenance tools reveals ServiceTitan as the clear leader, with its comprehensive, tailored solutions for scheduling, dispatching, and tracking that address HVAC contractors’ unique needs. Close contenders, Housecall Pro and FieldEdge, each offer distinct strengths—Housecall Pro’s all-in-one platform and FieldEdge’s specialized automation—making them strong alternatives for different business priorities. Together, these tools highlight the critical role of software in streamlining operations, whether through robust management or user-friendly design.
Take the first step toward efficiency: explore ServiceTitan to unlock its full potential and elevate your preventative maintenance processes.
Tools Reviewed
All tools were independently evaluated for this comparison