Quick Overview
- 1#1: ServiceTitan - Comprehensive field service platform for HVAC contractors handling scheduling, dispatching, estimating, invoicing, and CRM.
- 2#2: Housecall Pro - All-in-one software for HVAC businesses managing jobs, payments, marketing, and QuickBooks integration.
- 3#3: Jobber - Cloud-based tool for HVAC pros to schedule jobs, send invoices, track time, and manage client communications.
- 4#4: FieldEdge - HVAC-specific software for job management, dispatching, flat-rate pricing, and accounting integration.
- 5#5: Aspire - Enterprise software for commercial HVAC service companies with project tracking, service agreements, and analytics.
- 6#6: Service Fusion - Field service management platform for HVAC including scheduling, inventory, GPS tracking, and reporting.
- 7#7: SuccessWare21 - Tailored business management system for HVAC contractors covering quoting, scheduling, and performance tracking.
- 8#8: Fergus - Job management software for HVAC trades with real-time quoting, timesheets, and purchase order handling.
- 9#9: Kickserv - Simple field service app for HVAC scheduling, invoicing, and customer management with mobile access.
- 10#10: Workiz - Mobile-first platform for HVAC service pros offering dispatching, payments, and call tracking.
Tools were selected and ranked based on their alignment with HVAC workflows—including job dispatching, estimating, and integration capabilities—paired with usability, quality, and long-term business value for contractors of all sizes.
Comparison Table
Managing HVAC projects efficiently demands reliable software, and this comparison table details leading tools like ServiceTitan, Housecall Pro, Jobber, FieldEdge, Aspire, and more. It explores features, pricing, and integration options to help users identify the best fit for their business needs. By comparing these platforms, readers can gain clarity on which solution streamlines scheduling, invoicing, and communication effectively.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive field service platform for HVAC contractors handling scheduling, dispatching, estimating, invoicing, and CRM. | enterprise | 9.5/10 | 9.8/10 | 8.4/10 | 9.1/10 |
| 2 | Housecall Pro All-in-one software for HVAC businesses managing jobs, payments, marketing, and QuickBooks integration. | specialized | 9.2/10 | 9.4/10 | 8.9/10 | 8.7/10 |
| 3 | Jobber Cloud-based tool for HVAC pros to schedule jobs, send invoices, track time, and manage client communications. | specialized | 8.7/10 | 8.5/10 | 9.2/10 | 8.4/10 |
| 4 | FieldEdge HVAC-specific software for job management, dispatching, flat-rate pricing, and accounting integration. | specialized | 8.2/10 | 8.5/10 | 7.7/10 | 8.0/10 |
| 5 | Aspire Enterprise software for commercial HVAC service companies with project tracking, service agreements, and analytics. | enterprise | 8.4/10 | 9.1/10 | 7.6/10 | 8.0/10 |
| 6 | Service Fusion Field service management platform for HVAC including scheduling, inventory, GPS tracking, and reporting. | specialized | 8.4/10 | 8.6/10 | 8.2/10 | 7.9/10 |
| 7 | SuccessWare21 Tailored business management system for HVAC contractors covering quoting, scheduling, and performance tracking. | specialized | 7.6/10 | 8.2/10 | 6.8/10 | 7.3/10 |
| 8 | Fergus Job management software for HVAC trades with real-time quoting, timesheets, and purchase order handling. | specialized | 7.9/10 | 8.2/10 | 7.6/10 | 7.4/10 |
| 9 | Kickserv Simple field service app for HVAC scheduling, invoicing, and customer management with mobile access. | specialized | 7.8/10 | 7.6/10 | 8.3/10 | 7.7/10 |
| 10 | Workiz Mobile-first platform for HVAC service pros offering dispatching, payments, and call tracking. | specialized | 8.1/10 | 8.4/10 | 8.6/10 | 7.7/10 |
Comprehensive field service platform for HVAC contractors handling scheduling, dispatching, estimating, invoicing, and CRM.
All-in-one software for HVAC businesses managing jobs, payments, marketing, and QuickBooks integration.
Cloud-based tool for HVAC pros to schedule jobs, send invoices, track time, and manage client communications.
HVAC-specific software for job management, dispatching, flat-rate pricing, and accounting integration.
Enterprise software for commercial HVAC service companies with project tracking, service agreements, and analytics.
Field service management platform for HVAC including scheduling, inventory, GPS tracking, and reporting.
Tailored business management system for HVAC contractors covering quoting, scheduling, and performance tracking.
Job management software for HVAC trades with real-time quoting, timesheets, and purchase order handling.
Simple field service app for HVAC scheduling, invoicing, and customer management with mobile access.
Mobile-first platform for HVAC service pros offering dispatching, payments, and call tracking.
ServiceTitan
enterpriseComprehensive field service platform for HVAC contractors handling scheduling, dispatching, estimating, invoicing, and CRM.
Smart Dispatching with AI-driven optimization for real-time technician assignment, routing, and skills matching to maximize efficiency
ServiceTitan is a comprehensive cloud-based platform tailored for HVAC contractors and other home service businesses, providing end-to-end project management from quoting and scheduling to dispatching, invoicing, and customer retention. It excels in streamlining HVAC-specific workflows like flat-rate pricing, inventory management, and technician productivity tracking through a robust mobile app and real-time GPS integration. Designed for scalability, it offers advanced analytics, CRM, and marketing tools to optimize operations and boost revenue for growing service companies.
Pros
- All-in-one solution with deep HVAC-specific features like smart dispatching, flat-rate pricing, and service agreement management
- Powerful mobile app for technicians enabling real-time updates, GPS tracking, and on-site invoicing
- Advanced reporting and analytics for performance insights, profitability tracking, and business intelligence
Cons
- High cost with custom pricing that can be prohibitive for small businesses
- Steep learning curve due to extensive features and customization options
- Implementation requires significant setup time and potential training
Best For
Mid-to-large HVAC contractors seeking an enterprise-grade platform to scale operations, improve efficiency, and drive revenue growth.
Pricing
Custom quote-based pricing, typically $265+ per technician/month with minimums; includes core features, with add-ons for advanced modules.
Housecall Pro
specializedAll-in-one software for HVAC businesses managing jobs, payments, marketing, and QuickBooks integration.
Real-time GPS dispatching with automated routing and technician ETA notifications
Housecall Pro is a comprehensive field service management software designed for HVAC contractors and other home service businesses, providing tools for scheduling, dispatching, invoicing, and customer management. It features a robust mobile app for technicians to access job details, track time, capture signatures, and process payments on-site. The platform integrates GPS tracking, inventory management, and QuickBooks syncing to streamline HVAC service calls and maintenance projects.
Pros
- Intuitive drag-and-drop scheduling and real-time dispatching
- Powerful mobile app with GPS tracking and on-the-go invoicing
- Seamless integrations with QuickBooks and payment processors
Cons
- Pricing scales quickly with additional users
- Learning curve for advanced customization and reporting
- Less depth in complex project management for large-scale HVAC installs
Best For
Small to mid-sized HVAC service companies focused on efficient field operations and recurring maintenance.
Pricing
Starts at $65/user/month (billed annually); tiered plans include Essentials ($149 for 1 user), Pro ($229 for up to 6 users), and Max ($429 for up to 20 users).
Jobber
specializedCloud-based tool for HVAC pros to schedule jobs, send invoices, track time, and manage client communications.
Smart scheduling with drag-and-drop calendar, GPS tracking, and automated route optimization for efficient HVAC technician dispatching
Jobber is a comprehensive field service management platform designed for home service businesses like HVAC contractors, offering tools for scheduling, dispatching, invoicing, and customer communication. It streamlines HVAC project management by enabling quick quote creation, job tracking, and payment processing directly from mobile devices. While not exclusively for large-scale projects, it excels in managing service calls, maintenance contracts, and smaller installations with integrated CRM and reporting features.
Pros
- Intuitive mobile app for on-the-go job management and technician dispatching
- Seamless invoicing and payment collection with QuickBooks integration
- Client Hub for self-service scheduling and communication
Cons
- Limited advanced project costing and resource allocation for complex HVAC installations
- Reporting dashboards lack deep customization for analytics-heavy users
- Higher-tier plans required for unlimited users and advanced automation
Best For
Small to mid-sized HVAC service companies focused on residential repairs, maintenance, and field operations rather than large commercial projects.
Pricing
Starts at $69/month (Lite for solo users), Core at $169/month (up to 7 users), Grow at $349+/month (unlimited users), billed annually with add-ons for premium features.
FieldEdge
specializedHVAC-specific software for job management, dispatching, flat-rate pricing, and accounting integration.
Intelligent Dispatching Board with drag-and-drop scheduling and automatic technician assignment
FieldEdge is a 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 to access job details, update statuses, capture signatures, and process payments on-site. The software integrates seamlessly with QuickBooks and other accounting tools, enabling efficient project tracking from quote to completion.
Pros
- Powerful dispatching and scheduling with real-time GPS tracking
- Comprehensive mobile app for technicians with offline capabilities
- Strong integrations including QuickBooks for streamlined billing
Cons
- User interface feels dated and clunky in some areas
- Steep learning curve for new users
- Customer support can be slow during peak times
Best For
Mid-sized HVAC contractors needing robust field service management with strong dispatching and mobile tools.
Pricing
Quote-based pricing starting around $100-$200 per user per month, depending on modules and company size; includes setup fees.
Aspire
enterpriseEnterprise software for commercial HVAC service companies with project tracking, service agreements, and analytics.
Advanced service agreement management with automated renewals and upsell tracking
Aspire (myaspire.com) is an all-in-one business management platform tailored for HVAC, plumbing, and electrical contractors, offering robust tools for project management, scheduling, dispatching, and invoicing. It provides end-to-end visibility from sales and estimating to service agreements and job costing, with strong mobile support for field technicians. The software excels in helping contractors scale operations while maintaining profitability through detailed reporting and integrations like QuickBooks.
Pros
- Comprehensive project management with real-time job costing and scheduling
- Powerful mobile app for technicians enabling on-the-go updates and dispatching
- Seamless integrations with accounting software like QuickBooks and flat-rate pricing systems
Cons
- Steep learning curve due to extensive features and customization options
- Pricing can be expensive for smaller HVAC businesses
- Limited advanced automation compared to some specialized PM tools
Best For
Mid-sized HVAC contractors seeking an integrated platform for managing projects, service calls, and business growth.
Pricing
Custom quote-based pricing starting at around $300/month for basic plans, scaling with users and modules (typically $100-200 per user/month).
Service Fusion
specializedField service management platform for HVAC including scheduling, inventory, GPS tracking, and reporting.
Real-time dispatching board with drag-and-drop scheduling and GPS-enabled technician tracking
Service Fusion is a cloud-based field service management platform designed for HVAC contractors, offering tools for scheduling, dispatching, technician management, and job tracking. It handles the full lifecycle of HVAC projects from quoting and job creation to invoicing, payments, and reporting. The software includes a robust mobile app for field technicians, GPS tracking, inventory management, and integrations with QuickBooks for seamless accounting.
Pros
- Comprehensive all-in-one platform covering scheduling, dispatching, and billing
- Powerful mobile app with GPS tracking and real-time updates
- Strong integrations with QuickBooks and other accounting tools
Cons
- Pricing can be steep for small teams or startups
- Reporting features lack advanced customization
- Steeper learning curve for non-tech-savvy users
Best For
Mid-sized HVAC service companies needing an integrated solution for field operations and project management.
Pricing
Quote-based pricing starting at around $194/month for basic plans (up to 3 users), with additional users at $65 each and enterprise tiers for advanced features.
SuccessWare21
specializedTailored business management system for HVAC contractors covering quoting, scheduling, and performance tracking.
Digital dispatch board with drag-and-drop scheduling and live GPS technician location tracking
SuccessWare21 is an all-in-one business management software tailored for HVAC, plumbing, and electrical contractors, providing tools for scheduling, dispatching, CRM, invoicing, and inventory management. It supports field technicians via a mobile app for real-time job updates, GPS tracking, and digital signatures. The platform emphasizes service call efficiency with flat-rate pricing integration and QuickBooks connectivity, making it suitable for managing HVAC projects from quote to completion.
Pros
- Comprehensive dispatching and scheduling with real-time technician tracking
- Strong integration with QuickBooks and flat-rate pricing catalogs
- Robust mobile app for field service management
Cons
- Dated user interface that feels clunky compared to modern competitors
- Steep learning curve and complex setup process
- Higher pricing without transparent tiers, better suited for established businesses
Best For
Mid-sized HVAC service contractors needing integrated field service and back-office management for daily operations and smaller projects.
Pricing
Quote-based pricing starting at around $150-300 per user/month, plus setup fees and add-ons for advanced modules.
Fergus
specializedJob management software for HVAC trades with real-time quoting, timesheets, and purchase order handling.
Automated purchase ordering with direct supplier catalogs and real-time pricing updates
Fergus is a cloud-based job management software tailored for trade businesses like HVAC contractors, enabling efficient handling of quoting, scheduling, time tracking, purchasing, and invoicing. It features a robust mobile app for field technicians to update jobs in real-time, capture photos, and manage inventory on the go. The platform emphasizes profitability tracking through real-time job costing and integrates seamlessly with accounting tools like Xero.
Pros
- Strong mobile app for real-time field updates and GPS tracking
- Automated purchasing and supplier integrations for streamlined procurement
- Real-time job costing and profitability insights
Cons
- Reporting and analytics could be more advanced and customizable
- Pricing scales per user, which can add up for larger teams
- Less specialized for complex HVAC project bidding compared to industry-specific tools
Best For
Small to mid-sized HVAC contractors focused on service jobs and basic project management who need mobile accessibility and supplier automation.
Pricing
Starts at $79/user/month for Essential plan (billed annually), up to $119/user/month for Pro; custom enterprise pricing available.
Kickserv
specializedSimple field service app for HVAC scheduling, invoicing, and customer management with mobile access.
Real-time GPS tracking and route optimization integrated directly into the scheduling dashboard
Kickserv is a cloud-based field service management platform tailored for HVAC, plumbing, and similar trades, focusing on streamlining scheduling, dispatching, invoicing, and customer management. It provides a mobile app for technicians to handle job updates, GPS tracking, and on-site payments in real-time. While effective for day-to-day service operations, it offers limited advanced project management tools like Gantt charts or complex resource forecasting suited for large-scale HVAC installations.
Pros
- Intuitive drag-and-drop scheduling and dispatching
- Robust mobile app with GPS tracking for technicians
- Seamless QuickBooks integration for invoicing
Cons
- Lacks advanced project management features like Gantt charts
- Reporting capabilities are basic and customizable with limitations
- Customer support response times can vary
Best For
Small to mid-sized HVAC service businesses managing routine jobs and service calls rather than large construction projects.
Pricing
Starts at $59/user/month (billed annually) for Solo plan; Team plans from $149/month up to $599/month for 20 users; custom enterprise pricing available.
Workiz
specializedMobile-first platform for HVAC service pros offering dispatching, payments, and call tracking.
Smart dispatching with GPS tracking, skills-based job assignment, and automated route optimization
Workiz is a cloud-based field service management platform designed primarily for HVAC contractors, plumbers, electricians, and other home service businesses. It provides tools for job scheduling, dispatching, customer management, invoicing, and payments, with strong mobile capabilities for field technicians. While effective for day-to-day service operations, it focuses more on reactive service calls and smaller jobs rather than complex, multi-phase HVAC projects.
Pros
- Intuitive drag-and-drop scheduling and real-time dispatching
- Powerful mobile app enabling end-to-end job management in the field
- Seamless integrations with QuickBooks and payment processors
Cons
- Limited advanced project management tools like Gantt charts or resource forecasting
- Pricing scales quickly with additional users and features
- Reporting lacks deep customization for complex HVAC analytics
Best For
Small to mid-sized HVAC businesses focused on service calls, repairs, and straightforward installations needing efficient dispatching and mobile tools.
Pricing
Starts at $65/user/month (Rise plan, billed annually), with Pro at $165 for up to 3 users and custom Enterprise pricing; add-ons extra.
Conclusion
After evaluating the top HVAC project management software, ServiceTitan emerges as the leading choice, boasting a comprehensive platform that integrates scheduling, dispatching, estimating, and CRM for seamless operations. Housecall Pro and Jobber follow closely, each offering standout features—Housecall Pro with its all-in-one design and QuickBooks integration, and Jobber for robust time tracking and client communication. Together, these tools cater to diverse business needs, ensuring there’s a strong option for every HVAC provider.
Take the first step toward optimizing your business by exploring ServiceTitan—its intuitive, feature-packed platform is built to simplify your workflow and drive growth, making it the top pick for HVAC project management.
Tools Reviewed
All tools were independently evaluated for this comparison