Quick Overview
- 1#1: ServiceTitan - Enterprise-grade platform for HVAC contractors with advanced proposal generation, pricing, and contract signing features.
- 2#2: Housecall Pro - All-in-one field service software enabling quick creation and digital delivery of professional HVAC proposals.
- 3#3: Jobber - Field service management tool with customizable quoting, proposals, and e-signatures tailored for HVAC businesses.
- 4#4: FieldEdge - HVAC-specific software that streamlines proposal creation with flat-rate pricing and inventory integration.
- 5#5: SuccessWare - Comprehensive HVAC business management system featuring automated flat-rate proposals and performance tracking.
- 6#6: Service Fusion - Cloud-based solution for service pros with drag-and-drop proposal builder and QuickBooks integration.
- 7#7: Workiz - Mobile-first platform for trades like HVAC offering instant job quotes and interactive proposals.
- 8#8: FieldPulse - Modern field service app that facilitates fast quoting and branded proposal sending for HVAC services.
- 9#9: Kickserv - User-friendly scheduling and quoting software with template-based proposals for HVAC contractors.
- 10#10: RazorSync - Mobile workforce tool providing estimating, proposals, and invoicing capabilities for HVAC field operations.
We evaluated these tools based on HVAC-specific features (like flat-rate pricing and inventory sync), user experience (intuitive design and ease of customization), reliability (software performance and support), and long-term value (ROI for contractors of all scales).
Comparison Table
This comparison table explores top HVAC proposal software tools, including ServiceTitan, Housecall Pro, Jobber, FieldEdge, and SuccessWare, equipping HVAC professionals to navigate options that fit their operational needs. Readers will discover key features, pricing models, and usability insights to select a platform that streamlines proposal creation and boosts efficiency.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Enterprise-grade platform for HVAC contractors with advanced proposal generation, pricing, and contract signing features. | enterprise | 9.7/10 | 9.9/10 | 8.7/10 | 9.2/10 |
| 2 | Housecall Pro All-in-one field service software enabling quick creation and digital delivery of professional HVAC proposals. | specialized | 9.2/10 | 9.5/10 | 8.8/10 | 8.5/10 |
| 3 | Jobber Field service management tool with customizable quoting, proposals, and e-signatures tailored for HVAC businesses. | specialized | 8.6/10 | 8.4/10 | 9.2/10 | 8.1/10 |
| 4 | FieldEdge HVAC-specific software that streamlines proposal creation with flat-rate pricing and inventory integration. | specialized | 8.2/10 | 8.5/10 | 8.0/10 | 7.6/10 |
| 5 | SuccessWare Comprehensive HVAC business management system featuring automated flat-rate proposals and performance tracking. | specialized | 8.2/10 | 8.7/10 | 7.4/10 | 7.9/10 |
| 6 | Service Fusion Cloud-based solution for service pros with drag-and-drop proposal builder and QuickBooks integration. | specialized | 8.1/10 | 8.5/10 | 7.8/10 | 7.5/10 |
| 7 | Workiz Mobile-first platform for trades like HVAC offering instant job quotes and interactive proposals. | specialized | 7.9/10 | 8.1/10 | 7.6/10 | 7.4/10 |
| 8 | FieldPulse Modern field service app that facilitates fast quoting and branded proposal sending for HVAC services. | specialized | 8.0/10 | 8.2/10 | 7.8/10 | 7.7/10 |
| 9 | Kickserv User-friendly scheduling and quoting software with template-based proposals for HVAC contractors. | specialized | 7.8/10 | 7.5/10 | 8.2/10 | 7.9/10 |
| 10 | RazorSync Mobile workforce tool providing estimating, proposals, and invoicing capabilities for HVAC field operations. | specialized | 7.6/10 | 7.4/10 | 8.1/10 | 7.2/10 |
Enterprise-grade platform for HVAC contractors with advanced proposal generation, pricing, and contract signing features.
All-in-one field service software enabling quick creation and digital delivery of professional HVAC proposals.
Field service management tool with customizable quoting, proposals, and e-signatures tailored for HVAC businesses.
HVAC-specific software that streamlines proposal creation with flat-rate pricing and inventory integration.
Comprehensive HVAC business management system featuring automated flat-rate proposals and performance tracking.
Cloud-based solution for service pros with drag-and-drop proposal builder and QuickBooks integration.
Mobile-first platform for trades like HVAC offering instant job quotes and interactive proposals.
Modern field service app that facilitates fast quoting and branded proposal sending for HVAC services.
User-friendly scheduling and quoting software with template-based proposals for HVAC contractors.
Mobile workforce tool providing estimating, proposals, and invoicing capabilities for HVAC field operations.
ServiceTitan
enterpriseEnterprise-grade platform for HVAC contractors with advanced proposal generation, pricing, and contract signing features.
Smart Recommend upsell engine that analyzes job data to suggest profitable add-ons in real-time during proposals
ServiceTitan is an enterprise-grade field service management platform tailored for HVAC contractors, featuring advanced tools for creating, presenting, and closing professional proposals directly in the field. It enables technicians to build customized estimates using dynamic pricebooks, incorporate upsell recommendations, and secure digital signatures and payments on-site via a robust mobile app. Beyond proposals, it integrates seamlessly with dispatching, inventory, and accounting for end-to-end operations efficiency.
Pros
- Comprehensive proposal builder with real-time pricing and e-signatures
- Integrated upsell tools like Smart Recommend to boost revenue
- Seamless mobile app for on-site deal closure and QuickBooks integration
Cons
- High cost with custom pricing and implementation fees
- Steep learning curve for full feature utilization
- Overkill and expensive for small HVAC operations
Best For
Mid-to-large HVAC companies needing scalable, all-in-one proposal and field service management.
Pricing
Custom quote-based; typically $300-$500 per technician/month plus $10K+ setup fees.
Housecall Pro
specializedAll-in-one field service software enabling quick creation and digital delivery of professional HVAC proposals.
On-site digital proposals with embedded photos/videos, real-time e-signatures, and instant conversion to scheduled jobs
Housecall Pro is a comprehensive field service management platform tailored for HVAC contractors, offering robust tools for creating professional proposals and estimates directly from the job site. It features customizable templates, photo/video attachments, digital signatures, and one-click conversion to jobs or invoices. Beyond proposals, it integrates scheduling, dispatching, invoicing, and payments to streamline entire HVAC operations.
Pros
- Powerful proposal builder with multimedia support and e-signatures
- Seamless integration with scheduling and invoicing workflows
- Intuitive mobile app for on-site estimate creation and approvals
Cons
- Pricing escalates quickly for larger teams or advanced features
- Steeper learning curve for full customization of templates
- Limited reporting depth compared to specialized proposal tools
Best For
Small to mid-sized HVAC businesses needing an all-in-one platform that combines professional proposal generation with full field service management.
Pricing
Starts at $65/month (billed annually) for Basic plan; Essentials at $129/month, Max at $229/month; additional fees for users and add-ons.
Jobber
specializedField service management tool with customizable quoting, proposals, and e-signatures tailored for HVAC businesses.
Mobile-first quoting with instant digital signatures and one-click conversion to scheduled jobs or invoices
Jobber is an all-in-one field service management software tailored for home service businesses like HVAC contractors, enabling the creation of professional quotes and proposals with customizable templates. It streamlines the process by allowing on-site quote generation via a mobile app, digital signatures, and automatic conversion to jobs or invoices. Beyond proposals, it integrates scheduling, dispatching, invoicing, and customer management to support end-to-end operations for service pros.
Pros
- Intuitive mobile app for real-time on-site quoting and approvals
- Customizable templates and automation from quote to invoice
- Strong integrations with payments, QuickBooks, and GPS tracking
Cons
- No built-in HVAC-specific tools like load calculations or duct design
- Pricing scales quickly for teams larger than 5 users
- Advanced reporting and customizations locked behind higher tiers
Best For
Small to mid-sized HVAC contractors needing an easy-to-use platform for quotes, scheduling, and customer management without deep engineering software.
Pricing
Starts at $69/month (Lite, annual billing) for solo users; Core at $169/month (up to 7 users), Connect at $349/month, and custom Grow plans for larger teams.
FieldEdge
specializedHVAC-specific software that streamlines proposal creation with flat-rate pricing and inventory integration.
FieldTitan mobile platform enabling techs to generate, present, and close HVAC proposals on-site with built-in payment processing
FieldEdge is a mobile-first field service management platform tailored for HVAC, plumbing, and electrical contractors, offering end-to-end tools for scheduling, dispatching, and customer management. It excels in proposal generation with customizable templates, flat-rate pricing integration, and digital signatures, allowing techs to create and send professional estimates directly from the field. The software integrates seamlessly with QuickBooks for streamlined invoicing and payments, making it a robust solution for service-based businesses.
Pros
- Intuitive mobile app for on-site proposal creation and digital approvals
- Strong integrations with QuickBooks and flat-rate pricing books
- Real-time dispatching and GPS tracking to optimize field efficiency
Cons
- Pricing can be steep for very small teams
- Steep initial learning curve for advanced customizations
- Limited reporting depth compared to enterprise competitors
Best For
Mid-sized HVAC contractors needing integrated field service management with reliable proposal and estimating tools.
Pricing
Quote-based pricing, typically starting at $150-$250 per technician per month, with add-ons for advanced features.
SuccessWare
specializedComprehensive HVAC business management system featuring automated flat-rate proposals and performance tracking.
Built-in flat-rate pricing engine with a massive, contractor-curated database that auto-populates precise HVAC proposals
SuccessWare is an all-in-one business management software tailored for HVAC, plumbing, and electrical contractors, with strong proposal generation tools for creating professional estimates and contracts. It features customizable templates, flat-rate pricing integration from a vast database, and digital signatures for quick customer approvals. The platform extends beyond proposals to include dispatching, scheduling, invoicing, and CRM, providing a unified workflow for service businesses.
Pros
- Comprehensive flat-rate pricing database for accurate, fast proposals
- Seamless integration with dispatching and invoicing for end-to-end workflows
- Mobile app support for field techs to access and update proposals
Cons
- Steep learning curve due to extensive features
- Custom quote-based pricing can be expensive for small teams
- Overkill for businesses needing only proposal software without full management suite
Best For
Mid-sized HVAC contractors seeking an integrated platform where proposals tie directly into operations, dispatching, and accounting.
Pricing
Custom quote-based pricing; typically $150–$400 per month depending on users, modules, and company size, with no public tiers.
Service Fusion
specializedCloud-based solution for service pros with drag-and-drop proposal builder and QuickBooks integration.
On-site mobile proposal builder with embedded videos/photos and instant digital signatures for faster deal closures
Service Fusion is an all-in-one field service management platform tailored for HVAC contractors, featuring robust proposal and estimate creation tools with customizable templates and flat-rate pricing support. It enables on-site proposal generation via a mobile app, complete with photo/video attachments, digital signatures, and upsell recommendations to close deals faster. The software integrates proposals seamlessly with scheduling, dispatching, invoicing, and QuickBooks for end-to-end workflow efficiency.
Pros
- Comprehensive integration of proposals with dispatching and invoicing
- Mobile app supports real-time on-site proposal creation with media attachments
- Strong customization for flat-rate pricing and upsells
Cons
- Higher pricing tiers required for advanced features
- Steeper learning curve for full platform utilization
- Limited standalone focus on proposals without broader FSM commitment
Best For
Medium-sized HVAC contractors needing an integrated field service platform with solid proposal tools for 5-50 technicians.
Pricing
Starts at $195/month for up to 3 users (Starter plan), scales to $495+/month for larger teams with premium features; annual billing offers discounts.
Workiz
specializedMobile-first platform for trades like HVAC offering instant job quotes and interactive proposals.
Integrated real-time GPS dispatching that automatically assigns jobs from approved proposals to technicians
Workiz is a robust field service management platform tailored for HVAC contractors, offering tools to create customizable proposals and estimates directly from the mobile app or web dashboard. It streamlines the proposal process with drag-and-drop templates, detailed line items, pricing options, images, and digital signatures for quick customer approvals. Proposals integrate seamlessly with scheduling, dispatching, invoicing, and payments, enabling end-to-end job management. While versatile for trades, its HVAC-specific features include equipment tracking and service agreement management.
Pros
- Comprehensive integration of proposals with dispatching, scheduling, and QuickBooks
- Mobile app supports on-site proposal creation and e-signatures
- Customizable templates and customer portal for easy approvals
Cons
- Pricing scales quickly with additional users and features
- Learning curve for full customization and advanced workflows
- Less HVAC-specific proposal depth compared to dedicated tools like ServiceTitan
Best For
Small to mid-sized HVAC contractors seeking an all-in-one field service platform with solid proposal capabilities.
Pricing
Starts at $65/month (Basic, 1 user), up to $165+/month (Max plan) with $35-$65 per additional user/month; custom enterprise pricing available.
FieldPulse
specializedModern field service app that facilitates fast quoting and branded proposal sending for HVAC services.
One-click upsell engine within the mobile proposal builder for instant add-on sales in the field
FieldPulse is a mobile-first field service management platform tailored for HVAC contractors, offering tools to create professional proposals, estimates, and invoices directly from the field. It streamlines the proposal process with customizable templates, photo attachments, digital signatures, and one-click upsells to boost job acceptance rates. Beyond proposals, it integrates scheduling, dispatching, QuickBooks syncing, and customer portals for end-to-end operations.
Pros
- Robust mobile app for on-site proposal creation and signing
- Seamless QuickBooks integration for effortless accounting
- Customizable templates and upsell features to increase revenue
Cons
- Higher-tier features locked behind premium plans
- Steeper learning curve for non-tech-savvy users
- Pricing scales quickly for larger teams
Best For
Small to mid-sized HVAC businesses needing an all-in-one mobile solution for field proposals and service management.
Pricing
Starts at $65/user/month (Essentials), $95/user/month (Pro), $149/user/month (Premium), with Enterprise custom pricing; annual discounts available.
Kickserv
specializedUser-friendly scheduling and quoting software with template-based proposals for HVAC contractors.
One-click conversion of signed proposals into scheduled jobs and invoices
Kickserv is a comprehensive field service management software that includes tools for generating professional HVAC proposals and estimates directly from the job site via its mobile app. Users can customize templates, add photos and line items, and send proposals for e-signatures, with seamless conversion to scheduled jobs and invoices. It integrates scheduling, dispatching, CRM, and QuickBooks for end-to-end workflow management tailored to service trades like HVAC. While not exclusively proposal-focused, it provides solid functionality for small to mid-sized contractors.
Pros
- Customizable proposal templates with photos and e-signatures
- Mobile-first design for on-site proposal creation and job management
- Seamless integration with QuickBooks and automated workflows
Cons
- Lacks HVAC-specific tools like load calculations or equipment databases
- Per-user pricing scales quickly for larger teams
- Reporting and analytics are basic compared to specialized tools
Best For
Small to medium HVAC contractors needing an all-in-one platform for proposals, scheduling, and invoicing without complex setup.
Pricing
Starts at $59/user/month (Essentials, billed annually), $99/user (Pro), $149/user (Premier); 14-day free trial.
RazorSync
specializedMobile workforce tool providing estimating, proposals, and invoicing capabilities for HVAC field operations.
On-site proposal creation with e-signatures and instant conversion to scheduled jobs via mobile app
RazorSync is a cloud-based field service management platform tailored for HVAC contractors, providing tools for scheduling, dispatching, invoicing, and generating on-site proposals. It allows technicians to create detailed HVAC estimates and proposals via a mobile app, including line items, photos, and digital signatures for quick customer approval. The software integrates with QuickBooks and supports real-time updates to streamline operations from quote to cash.
Pros
- Intuitive mobile app for creating proposals in the field
- Strong integrations with QuickBooks and payment processors
- Real-time GPS tracking and dispatching for efficient operations
Cons
- Limited advanced estimating tools like automated takeoffs
- Proposal templates lack deep customization options
- Pricing can add up with per-user fees and add-ons
Best For
Small to mid-sized HVAC businesses needing mobile proposal generation tied to field service management.
Pricing
Custom quotes starting at ~$60/user/month (billed annually), with tiers for advanced features.
Conclusion
Navigating the best HVAC proposal software involves balancing enterprise-grade features with tailored needs, and this review highlights standouts that simplify creation, pricing, and delivery. ServiceTitan leads as the top choice, offering advanced tools for complex operations, while Housecall Pro and Jobber provide strong all-in-one and mobile-first alternatives, ensuring every contractor finds a fit. These platforms redefine efficiency, making proposal management seamless for modern HVAC businesses.
Take the next step—try ServiceTitan to transform your proposal process, enhance client trust, and keep your business competitive in a growing market.
Tools Reviewed
All tools were independently evaluated for this comparison