Quick Overview
- 1#1: ServiceTitan - All-in-one platform for HVAC businesses with advanced quoting, estimating, dispatching, and CRM features to streamline sales and operations.
- 2#2: Housecall Pro - User-friendly field service software enabling HVAC pros to create professional quotes, invoices, and proposals directly from mobile devices.
- 3#3: Leap - Sales-focused CRM and quoting tool designed for HVAC contractors to generate accurate estimates and close deals faster during in-home sales.
- 4#4: Jobber - Field service management software that simplifies creating, sending, and tracking customizable HVAC quotes and proposals.
- 5#5: FieldEdge - End-to-end HVAC service software with integrated quoting, scheduling, and inventory tools for efficient job estimation.
- 6#6: Service Fusion - Cloud-based field service platform offering quick quote generation, digital approvals, and payment processing for HVAC jobs.
- 7#7: Commusoft - HVAC-specific CRM software that automates quoting, job management, and customer communication for service contractors.
- 8#8: SuccessWare - Tailored business management system for HVAC companies featuring flat-rate pricing and professional quote creation tools.
- 9#9: FieldPulse - Mobile-first field service app that allows HVAC technicians to build and send detailed quotes on-site with photos and signatures.
- 10#10: Kickserv - Simple scheduling and quoting software for small HVAC businesses to generate estimates and manage jobs efficiently.
These tools were chosen and ranked based on a rigorous evaluation of features, user experience, reliability, and value, ensuring they align with the unique demands of HVAC contractors seeking to simplify quoting and manage jobs effectively.
Comparison Table
This comparison table examines leading HVAC quote software tools—such as ServiceTitan, Housecall Pro, Leap, Jobber, FieldEdge, and more—to help users understand key features, workflows, and usability. Readers will gain insights into how each platform streamlines quoting, integrates with operations, and meets unique business needs, enabling informed decisions for efficient HVAC service delivery.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan All-in-one platform for HVAC businesses with advanced quoting, estimating, dispatching, and CRM features to streamline sales and operations. | enterprise | 9.4/10 | 9.6/10 | 8.2/10 | 8.7/10 |
| 2 | Housecall Pro User-friendly field service software enabling HVAC pros to create professional quotes, invoices, and proposals directly from mobile devices. | specialized | 9.1/10 | 9.4/10 | 8.7/10 | 8.6/10 |
| 3 | Leap Sales-focused CRM and quoting tool designed for HVAC contractors to generate accurate estimates and close deals faster during in-home sales. | specialized | 8.7/10 | 9.2/10 | 8.1/10 | 8.0/10 |
| 4 | Jobber Field service management software that simplifies creating, sending, and tracking customizable HVAC quotes and proposals. | specialized | 8.7/10 | 8.5/10 | 9.0/10 | 8.2/10 |
| 5 | FieldEdge End-to-end HVAC service software with integrated quoting, scheduling, and inventory tools for efficient job estimation. | enterprise | 8.3/10 | 8.8/10 | 7.9/10 | 7.8/10 |
| 6 | Service Fusion Cloud-based field service platform offering quick quote generation, digital approvals, and payment processing for HVAC jobs. | specialized | 8.1/10 | 8.5/10 | 7.8/10 | 8.0/10 |
| 7 | Commusoft HVAC-specific CRM software that automates quoting, job management, and customer communication for service contractors. | specialized | 7.8/10 | 8.2/10 | 7.5/10 | 7.6/10 |
| 8 | SuccessWare Tailored business management system for HVAC companies featuring flat-rate pricing and professional quote creation tools. | specialized | 7.8/10 | 8.2/10 | 7.1/10 | 7.4/10 |
| 9 | FieldPulse Mobile-first field service app that allows HVAC technicians to build and send detailed quotes on-site with photos and signatures. | specialized | 8.1/10 | 8.2/10 | 8.5/10 | 7.7/10 |
| 10 | Kickserv Simple scheduling and quoting software for small HVAC businesses to generate estimates and manage jobs efficiently. | specialized | 7.2/10 | 7.0/10 | 7.8/10 | 6.8/10 |
All-in-one platform for HVAC businesses with advanced quoting, estimating, dispatching, and CRM features to streamline sales and operations.
User-friendly field service software enabling HVAC pros to create professional quotes, invoices, and proposals directly from mobile devices.
Sales-focused CRM and quoting tool designed for HVAC contractors to generate accurate estimates and close deals faster during in-home sales.
Field service management software that simplifies creating, sending, and tracking customizable HVAC quotes and proposals.
End-to-end HVAC service software with integrated quoting, scheduling, and inventory tools for efficient job estimation.
Cloud-based field service platform offering quick quote generation, digital approvals, and payment processing for HVAC jobs.
HVAC-specific CRM software that automates quoting, job management, and customer communication for service contractors.
Tailored business management system for HVAC companies featuring flat-rate pricing and professional quote creation tools.
Mobile-first field service app that allows HVAC technicians to build and send detailed quotes on-site with photos and signatures.
Simple scheduling and quoting software for small HVAC businesses to generate estimates and manage jobs efficiently.
ServiceTitan
enterpriseAll-in-one platform for HVAC businesses with advanced quoting, estimating, dispatching, and CRM features to streamline sales and operations.
Technician tablet app for instant on-site quote creation with dynamic pricing, promotions, and financing approvals
ServiceTitan is an all-in-one field service management platform tailored for HVAC contractors, featuring advanced quoting and estimating tools that enable rapid creation of professional proposals. Technicians can generate quotes on-site via a mobile app with customizable templates, digital signatures, and integrated financing options to close deals faster. It seamlessly integrates quoting with dispatching, invoicing, CRM, and analytics for comprehensive business management.
Pros
- Robust mobile quoting with real-time upselling and financing integrations
- Extensive automation for quotes, scheduling, and payments
- Powerful analytics and reporting to optimize HVAC operations
Cons
- High cost with custom pricing that can be prohibitive for small businesses
- Steep learning curve and lengthy onboarding process
- Overly complex for basic quoting needs without full platform utilization
Best For
Mid-to-large HVAC companies seeking a scalable, end-to-end platform to streamline quoting alongside full operations management.
Pricing
Custom quote-based pricing starting at around $265 per technician/month, plus implementation fees and add-ons.
Housecall Pro
specializedUser-friendly field service software enabling HVAC pros to create professional quotes, invoices, and proposals directly from mobile devices.
Real-time quote approval tracking with automated follow-ups and one-click conversion to scheduled jobs
Housecall Pro is a comprehensive field service management platform tailored for HVAC contractors, offering robust quoting tools to create professional estimates with customizable templates, line items for parts and labor, attached photos, and digital signatures via mobile app. It integrates quoting seamlessly with scheduling, dispatching, invoicing, and payments, enabling quick conversion of approved quotes into jobs. The software also supports customer portals for self-service quote reviews and approvals, streamlining the sales process for HVAC services.
Pros
- Highly customizable quote templates with real-time pricing calculations
- Seamless integration of quotes with scheduling and payments
- Mobile-first design allows techs to generate and send quotes on-site
Cons
- Advanced quoting features locked behind higher-tier plans
- Initial setup and learning curve for complex workflows
- Pricing can add up quickly for multi-user teams
Best For
Mid-sized HVAC companies with multiple technicians seeking an all-in-one platform for quoting, operations, and customer management.
Pricing
Starts at $65/month (billed annually) for Basic plan; Essentials at $129/month, Max at $229/month, and custom Enterprise pricing.
Leap
specializedSales-focused CRM and quoting tool designed for HVAC contractors to generate accurate estimates and close deals faster during in-home sales.
One-click financing integrations that allow techs to process customer applications and approvals directly from quotes on-site
Leap is a comprehensive all-in-one platform tailored for HVAC and home service contractors, enabling fast on-site quoting, scheduling, invoicing, and payment processing through its mobile-first app. It excels in generating professional quotes with e-signatures and integrates seamlessly with financing partners to help close deals instantly. Beyond quoting, it provides CRM, dispatching, and business analytics to streamline operations and drive growth.
Pros
- Integrated financing options for instant customer approvals
- Mobile app for quick field quoting and e-signatures
- All-in-one platform reduces need for multiple tools
Cons
- Higher pricing may not suit small operations
- Steeper learning curve for full feature set
- Limited template customization options
Best For
Mid-sized HVAC contractors seeking an integrated quoting and business management solution with strong financing capabilities.
Pricing
Starts at $199/month for Essentials plan (up to 5 users), with Professional ($399/month) and Enterprise (custom) tiers; annual discounts available.
Jobber
specializedField service management software that simplifies creating, sending, and tracking customizable HVAC quotes and proposals.
On-site quote creation with embedded photos and real-time e-signatures for instant customer approval
Jobber is a comprehensive field service management platform tailored for HVAC contractors and similar home service businesses, enabling quick creation of professional quotes with customizable templates, pricing, and photos. Users can generate quotes on-site via mobile app or desktop, send them digitally for e-signatures, and automatically convert approved quotes into scheduled jobs and invoices. It integrates quoting with scheduling, dispatching, payments, and CRM tools to streamline the entire HVAC service workflow.
Pros
- Intuitive mobile-first quote builder with photo attachments
- Seamless integration of quotes into jobs, scheduling, and invoicing
- Strong customer communication tools like automated follow-ups
Cons
- Lacks advanced HVAC-specific tools like duct sizing or load calculations
- Per-user pricing can become expensive for larger teams
- Customization options for quotes are good but not infinitely flexible
Best For
Small to mid-sized HVAC contractors needing an all-in-one tool for quoting, scheduling, and basic operations without deep industry-specific engineering features.
Pricing
Starts at $69/month (billed annually) for Lite plan (solo user); Core at $169 + $55/user/month; Plus at $349 + $65/user/month; free trial available.
FieldEdge
enterpriseEnd-to-end HVAC service software with integrated quoting, scheduling, and inventory tools for efficient job estimation.
Technician mobile app with on-site quote creation, photo attachments, and instant e-signatures for faster conversions.
FieldEdge is a comprehensive field service management software tailored for HVAC contractors, featuring robust quoting tools that allow technicians to generate professional quotes on-site via a mobile app. It supports customizable quote templates, flat-rate pricing integration, upsell recommendations, and e-signatures for quick customer approvals. The platform also handles scheduling, dispatching, invoicing, and QuickBooks integration to streamline end-to-end operations.
Pros
- Mobile-first quoting with real-time pricing and upsells
- Seamless QuickBooks integration for accurate invoicing
- Strong dispatching and scheduling tied to quotes
Cons
- Steep learning curve for full feature set
- Pricing can be high for smaller teams
- Reporting tools lack advanced customization
Best For
Mid-sized HVAC businesses needing integrated quoting, dispatching, and accounting in one platform.
Pricing
Custom quotes starting at $150-$300 per user/month, billed annually with add-ons for advanced features.
Service Fusion
specializedCloud-based field service platform offering quick quote generation, digital approvals, and payment processing for HVAC jobs.
One-click quote-to-job conversion with automated dispatching and inventory updates
Service Fusion is an all-in-one field service management software designed for HVAC, plumbing, and electrical contractors, with robust quoting tools that allow for quick creation of professional estimates on desktop or mobile. It supports customizable quote templates, digital signatures, photo attachments, and seamless conversion of quotes into scheduled jobs or invoices. The platform integrates quoting with dispatching, inventory management, and QuickBooks for end-to-end workflow efficiency.
Pros
- Comprehensive all-in-one platform covering quoting, scheduling, and invoicing
- Strong mobile app for on-site quote creation and approvals
- Integrations with QuickBooks and parts catalogs for accurate HVAC pricing
Cons
- Higher pricing tiers required for advanced features
- Steep learning curve for full customization
- Limited free trial and custom quoting process
Best For
Mid-sized HVAC contractors needing integrated quoting within a full field service management system.
Pricing
Starts at $195/month for basic plans (up to 5 users); scales to $449+/month for enterprise with more users and features; custom quotes required.
Commusoft
specializedHVAC-specific CRM software that automates quoting, job management, and customer communication for service contractors.
Visual quote builder with drag-and-drop parts catalogs and real-time pricing updates
Commusoft is a cloud-based field service management software tailored for HVAC contractors, offering robust tools for creating detailed quotes and proposals on the go. It integrates quoting with job scheduling, dispatching, inventory tracking, and invoicing to streamline the entire service workflow. Users can generate professional estimates via a mobile app, including photos, parts lists, and e-signatures for quick customer approval.
Pros
- Mobile-first quoting with photo integration and e-signatures
- Strong integration with QuickBooks and inventory management
- Comprehensive job tracking from quote to completion
Cons
- Interface feels dated compared to modern competitors
- Steep learning curve for advanced features
- Customer support response times can vary
Best For
Mid-sized HVAC businesses needing an all-in-one platform for quoting, scheduling, and billing.
Pricing
Starts at around $65/user/month for basic plans, with enterprise tiers custom-quoted based on users and features.
SuccessWare
specializedTailored business management system for HVAC companies featuring flat-rate pricing and professional quote creation tools.
Visual options selling with interactive quote presentations for upselling services directly in the field
SuccessWare is a comprehensive business management software tailored for HVAC, plumbing, and electrical contractors, with strong quoting capabilities that allow for quick creation of professional proposals including upsells, financing options, and flat-rate pricing. It integrates quoting seamlessly with scheduling, dispatching, invoicing, and CRM tools to streamline operations. The platform supports mobile access for field technicians to generate and send quotes on-site, enhancing efficiency in service-based businesses.
Pros
- All-in-one platform combining quoting with full business management
- Robust mobile app for on-site quote generation and digital signatures
- Built-in flat-rate pricing database and financing integrations
Cons
- Steep learning curve for new users due to extensive features
- Pricing can be high for smaller operations
- Limited third-party integrations compared to competitors
Best For
Mid-sized HVAC contractors seeking an integrated solution for quoting, dispatching, and profitability tracking.
Pricing
Custom pricing typically starting at $295/month for basic plans, scaling with users and modules (billed annually).
FieldPulse
specializedMobile-first field service app that allows HVAC technicians to build and send detailed quotes on-site with photos and signatures.
Real-time quote approvals and signatures via mobile app with instant conversion to dispatched jobs
FieldPulse is a mobile-first field service management software tailored for HVAC contractors, offering tools for creating professional quotes, scheduling jobs, dispatching technicians, and handling invoicing. It features customizable quote templates, product catalogs, and the ability to attach photos or notes directly from the field, streamlining the estimation process. Quotes can be easily converted into work orders, with real-time updates and customer approvals via a client portal.
Pros
- Intuitive mobile app for on-the-go quoting and job management
- Seamless integration of quotes into scheduling and invoicing workflows
- Strong QuickBooks and payment gateway integrations
Cons
- Pricing can add up for teams with multiple users
- Lacks advanced HVAC-specific calculators like load calculations or 3D modeling
- Reporting and analytics are functional but not as customizable as competitors
Best For
Small to mid-sized HVAC companies seeking an all-in-one mobile solution for quoting and field operations without needing heavy customization.
Pricing
Starts at $65/user/month (Essentials), $95/user/month (Pro), with Enterprise custom pricing; annual discounts available.
Kickserv
specializedSimple scheduling and quoting software for small HVAC businesses to generate estimates and manage jobs efficiently.
One-click conversion of approved quotes into scheduled jobs with real-time dispatching
Kickserv is a field service management platform tailored for small to medium HVAC businesses, enabling quick quote creation with customizable templates, line items, and pricing for services like installations and repairs. It integrates quoting seamlessly with scheduling, dispatching, and invoicing to streamline operations from estimate to payment. The mobile app supports on-site quote generation and customer approvals, making it suitable for field-based HVAC teams.
Pros
- Mobile app for instant field quoting and approvals
- Seamless quote-to-job-to-invoice workflow
- QuickBooks integration for easy accounting
Cons
- Lacks HVAC-specific tools like load calculators or parts databases
- Reporting features are basic compared to specialized software
- Pricing scales quickly with users and advanced plans
Best For
Small HVAC contractors seeking an all-in-one field service tool with straightforward quoting capabilities.
Pricing
Starts at $59/user/month (billed annually) for Kickstart plan; higher tiers like Pro ($99/user/month) and Premier ($139/user/month) unlock more features.
Conclusion
The top 10 HVAC quote software tools vary in focus, but ServiceTitan leads as the top choice, offering a comprehensive platform that streamlines quoting, operations, and CRM. Housecall Pro impresses with its mobile-friendly design for on-the-go teams, while Leap stands out for its sales-focused approach to closing deals faster, making them strong alternatives. All tools aim to boost efficiency, ensuring HVAC businesses run smoother.
Don’t miss out on optimizing your quoting process—venture with ServiceTitan today to experience the benefits of an all-in-one solution that elevates your business's performance.
Tools Reviewed
All tools were independently evaluated for this comparison