Quick Overview
- 1#1: ServiceTitan - Comprehensive enterprise platform for HVAC contractors offering advanced quoting, estimating, scheduling, and invoicing tools.
- 2#2: Housecall Pro - User-friendly field service software that enables quick HVAC job quoting, booking, and payment collection for small to medium businesses.
- 3#3: Jobber - Field service management tool providing customizable HVAC quoting, client approvals, and automated invoicing to streamline operations.
- 4#4: Wrightsoft - HVAC-specific design and estimating software with accurate load calculations and professional proposal generation for precise quoting.
- 5#5: SuccessWare - Tailored business management system for HVAC companies featuring flat-rate quoting, inventory tracking, and profitability analysis.
- 6#6: FieldEdge - Mobile-first platform for HVAC service teams with real-time quoting, dispatching, and integration for efficient fieldwork.
- 7#7: CoolCalc - Cloud-based HVAC load calculation software that generates compliant reports and supports accurate equipment selection for quoting.
- 8#8: Elite Software RHVAC - Residential HVAC design program performing Manual J calculations and system sizing to facilitate reliable quoting and proposals.
- 9#9: Service Fusion - All-in-one field service app offering HVAC quoting templates, scheduling, and CRM features for growing service businesses.
- 10#10: FieldPulse - Simple mobile software for HVAC pros providing on-site quoting, job tracking, and invoicing to boost productivity.
Tools were chosen based on robust feature sets, user-centric design, reliability, and overall value, ensuring they cater to diverse needs, from small businesses to large enterprises, and integrate seamlessly with daily workflows.
Comparison Table
This comparison table explores leading HVAC quoting software, including ServiceTitan, Housecall Pro, Jobber, Wrightsoft, SuccessWare, and more, to highlight key features, pricing, and usability. Readers will gain insights to identify tools that best align with their business needs for efficient quoting and workflow management.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive enterprise platform for HVAC contractors offering advanced quoting, estimating, scheduling, and invoicing tools. | enterprise | 9.7/10 | 9.9/10 | 8.2/10 | 8.5/10 |
| 2 | Housecall Pro User-friendly field service software that enables quick HVAC job quoting, booking, and payment collection for small to medium businesses. | specialized | 9.2/10 | 9.5/10 | 8.8/10 | 8.6/10 |
| 3 | Jobber Field service management tool providing customizable HVAC quoting, client approvals, and automated invoicing to streamline operations. | specialized | 8.7/10 | 8.5/10 | 9.3/10 | 8.2/10 |
| 4 | Wrightsoft HVAC-specific design and estimating software with accurate load calculations and professional proposal generation for precise quoting. | specialized | 8.4/10 | 9.2/10 | 7.1/10 | 7.8/10 |
| 5 | SuccessWare Tailored business management system for HVAC companies featuring flat-rate quoting, inventory tracking, and profitability analysis. | enterprise | 8.2/10 | 8.5/10 | 7.8/10 | 7.5/10 |
| 6 | FieldEdge Mobile-first platform for HVAC service teams with real-time quoting, dispatching, and integration for efficient fieldwork. | enterprise | 8.1/10 | 8.5/10 | 7.7/10 | 7.6/10 |
| 7 | CoolCalc Cloud-based HVAC load calculation software that generates compliant reports and supports accurate equipment selection for quoting. | specialized | 8.4/10 | 9.1/10 | 8.2/10 | 7.9/10 |
| 8 | Elite Software RHVAC Residential HVAC design program performing Manual J calculations and system sizing to facilitate reliable quoting and proposals. | specialized | 7.4/10 | 8.2/10 | 6.5/10 | 7.6/10 |
| 9 | Service Fusion All-in-one field service app offering HVAC quoting templates, scheduling, and CRM features for growing service businesses. | specialized | 8.1/10 | 8.4/10 | 7.8/10 | 7.6/10 |
| 10 | FieldPulse Simple mobile software for HVAC pros providing on-site quoting, job tracking, and invoicing to boost productivity. | specialized | 7.4/10 | 7.2/10 | 8.1/10 | 7.0/10 |
Comprehensive enterprise platform for HVAC contractors offering advanced quoting, estimating, scheduling, and invoicing tools.
User-friendly field service software that enables quick HVAC job quoting, booking, and payment collection for small to medium businesses.
Field service management tool providing customizable HVAC quoting, client approvals, and automated invoicing to streamline operations.
HVAC-specific design and estimating software with accurate load calculations and professional proposal generation for precise quoting.
Tailored business management system for HVAC companies featuring flat-rate quoting, inventory tracking, and profitability analysis.
Mobile-first platform for HVAC service teams with real-time quoting, dispatching, and integration for efficient fieldwork.
Cloud-based HVAC load calculation software that generates compliant reports and supports accurate equipment selection for quoting.
Residential HVAC design program performing Manual J calculations and system sizing to facilitate reliable quoting and proposals.
All-in-one field service app offering HVAC quoting templates, scheduling, and CRM features for growing service businesses.
Simple mobile software for HVAC pros providing on-site quoting, job tracking, and invoicing to boost productivity.
ServiceTitan
enterpriseComprehensive enterprise platform for HVAC contractors offering advanced quoting, estimating, scheduling, and invoicing tools.
Pricebook Pro with intelligent upsell recommendations and real-time profitability insights during quoting
ServiceTitan is an all-in-one field service management platform tailored for HVAC contractors, with robust quoting software that enables rapid estimate creation, customizable pricebooks, and on-site quote presentation via mobile apps. It streamlines the process from quote generation to job conversion, invoicing, and payment collection, integrating seamlessly with accounting tools like QuickBooks. Advanced features like upsell recommendations and profitability analytics help optimize pricing strategies and boost revenue.
Pros
- Comprehensive quoting tools with mobile access for technicians to create and close deals on-site
- Dynamic pricebook management and AI-driven upsell suggestions for maximizing revenue
- Deep integrations with accounting, CRM, and marketing tools for end-to-end workflow
Cons
- High cost with custom pricing that can be prohibitive for small businesses
- Steep learning curve and lengthy onboarding process
- Overly complex for solo operators or very small teams
Best For
Mid-to-large HVAC companies with multiple technicians seeking a scalable platform for quoting, dispatching, and full operations management.
Pricing
Custom quote-based pricing, typically $265+ per technician per month, plus setup fees and add-ons.
Housecall Pro
specializedUser-friendly field service software that enables quick HVAC job quoting, booking, and payment collection for small to medium businesses.
On-site mobile quoting with instant job conversion, digital approvals, and built-in flat-rate pricing catalogs
Housecall Pro is a comprehensive field service management platform tailored for HVAC contractors, offering robust quoting tools that allow technicians to generate professional estimates on-site via a mobile app. It supports customizable quote templates, digital signatures, photo attachments, and instant conversion of quotes to scheduled jobs or invoices. The software integrates seamlessly with scheduling, dispatching, payments, and QuickBooks, streamlining the entire HVAC service workflow from estimate to completion.
Pros
- Powerful mobile quoting with real-time customization, digital signatures, and photo integration
- Seamless conversion of quotes to jobs, invoices, and payments
- Strong integrations with QuickBooks, inventory management, and customer communication tools
Cons
- Pricing escalates quickly for advanced features and multiple users
- Full feature set has a moderate learning curve for beginners
- Limited standalone quoting without committing to broader FSM tools
Best For
Growing HVAC businesses needing an all-in-one solution for quoting, scheduling, and operations management.
Pricing
Starts at $65/month (Basic, 1 user), $165/month (Essentials, unlimited users), up to $429/month (Max Ops) billed annually; 14-day free trial available.
Jobber
specializedField service management tool providing customizable HVAC quoting, client approvals, and automated invoicing to streamline operations.
Instant quote delivery with real-time approval tracking and one-click conversion to scheduled jobs
Jobber is an all-in-one field service management software designed for HVAC contractors and similar trades, enabling quick creation and delivery of professional quotes directly from the mobile app. It supports on-site quoting with photos, pricing templates, and digital signatures, seamlessly converting approved quotes into jobs, schedules, and invoices. The platform also includes client communication tools, payment processing, and integrations with accounting software like QuickBooks.
Pros
- Intuitive mobile app for fast, on-site quote generation and client approvals
- Seamless workflow from quote to invoice with automated follow-ups
- Robust integrations including QuickBooks and payment processors
Cons
- Limited HVAC-specific tools like load calculations or advanced equipment databases
- Pricing scales quickly with team size and job volume
- Reporting features lack depth for complex analytics
Best For
Small to medium HVAC businesses needing an user-friendly platform for quoting, scheduling, and basic operations without deep technical specialization.
Pricing
Core plan starts at $69/month (or $49/month annually), Connect at $169/$119, Grow at $349/$229; scales with users/jobs, enterprise custom.
Wrightsoft
specializedHVAC-specific design and estimating software with accurate load calculations and professional proposal generation for precise quoting.
Seamless integration of Manual J/D/S calculations with 3D duct design and automated equipment selection
Wrightsoft's Right-Suite Universal is a comprehensive HVAC software suite designed for accurate load calculations (ACCA-approved Manual J, D, S), duct sizing, equipment selection, and professional proposal generation. It integrates design, engineering, and quoting into a single workflow, enabling contractors to create detailed bids from site data. The platform supports residential and light commercial projects with advanced 3D visualization and reporting tools.
Pros
- Exceptionally accurate ACCA-compliant calculations and integrated design-to-quote workflow
- Advanced 3D duct modeling and visualization for precise designs
- Customizable proposals and reporting that enhance professionalism
Cons
- Steep learning curve requiring significant training time
- High upfront and ongoing costs compared to simpler quoting tools
- Less intuitive interface for quick, basic quoting tasks
Best For
Experienced HVAC contractors focused on detailed residential design and engineering who prioritize accuracy over speed.
Pricing
Initial license starts at ~$2,500-$5,000 depending on modules, plus ~$1,000+ annual maintenance fees.
SuccessWare
enterpriseTailored business management system for HVAC companies featuring flat-rate quoting, inventory tracking, and profitability analysis.
Digital Agreements with on-the-spot e-signatures and financing approvals
SuccessWare is an all-in-one business management platform tailored for HVAC, plumbing, and electrical contractors, with robust quoting capabilities that enable field technicians to generate professional, customizable quotes on-site using mobile apps. It integrates flat-rate pricing libraries, digital signatures, and financing options to speed up sales cycles and improve close rates. Beyond quoting, it offers scheduling, dispatching, CRM, and QuickBooks integration for end-to-end operations.
Pros
- Seamless mobile quoting with digital agreements and e-signatures
- Integrated flat-rate pricing database and financing options
- Full business suite including scheduling and accounting integrations
Cons
- Steep learning curve for new users
- Pricing is opaque and requires sales contact
- Overkill for small businesses needing only quoting tools
Best For
Mid-sized HVAC contractors seeking an integrated platform for quoting, operations, and growth.
Pricing
Custom subscription pricing; typically starts at $295/user/month with tiers based on features and users—demo required for exact quote.
FieldEdge
enterpriseMobile-first platform for HVAC service teams with real-time quoting, dispatching, and integration for efficient fieldwork.
Real-time mobile quoting with inventory and pricing integration for instant, accurate field proposals
FieldEdge is a field service management platform tailored for HVAC, plumbing, and electrical contractors, with robust quoting tools that allow technicians to generate professional quotes directly from mobile devices in the field. It supports real-time pricing updates, inventory integration, and digital signatures for quick customer approvals, streamlining the transition from quote to job dispatch and invoicing. The software also integrates with QuickBooks and other accounting systems to ensure accurate financial tracking.
Pros
- Mobile-first quoting enables on-site quote creation and e-signatures
- Seamless integration with QuickBooks and inventory systems
- Combines quoting with dispatching and scheduling for end-to-end workflow
Cons
- Steeper learning curve for full feature set
- Custom pricing can be higher for smaller teams
- Quoting templates offer limited customization compared to specialized tools
Best For
Mid-sized HVAC contractors seeking an integrated field service platform where quoting is part of broader operations management.
Pricing
Quote-based pricing, typically $125-$200 per user per month depending on features and user count.
CoolCalc
specializedCloud-based HVAC load calculation software that generates compliant reports and supports accurate equipment selection for quoting.
Patented Rapid Input Wizard that completes Manual J calculations in minutes with 3D visualization.
CoolCalc is a cloud-based HVAC software focused on ACCA-certified Manual J, D, and S load calculations, enabling contractors to perform accurate sizing and generate professional quotes. It features a rapid input wizard for quick data entry, 3D building visualization, and automated equipment selection with material lists. The platform supports proposal generation, QuickBooks integration, and mobile access for on-site use.
Pros
- Highly accurate ACCA-approved load calculations
- Rapid Input Wizard for fast project setup
- Professional proposals and material takeoffs
Cons
- Subscription model can be costly for small teams
- Limited advanced CRM or scheduling integrations
- Internet-dependent for full functionality
Best For
Residential HVAC contractors prioritizing precise load calculations and streamlined quoting over full business management.
Pricing
Monthly subscriptions start at $99 for basic load calc, $147 for Pro with quoting, up to $297 for Enterprise.
Elite Software RHVAC
specializedResidential HVAC design program performing Manual J calculations and system sizing to facilitate reliable quoting and proposals.
Fully integrated ACCA Manual J/D/S workflow with automated quoting directly from load and design calculations
Elite Software RHVAC is a desktop-based HVAC design and quoting tool tailored for residential projects, performing ACCA-approved Manual J load calculations, Manual D duct sizing, Manual S equipment selection, and generating detailed proposals. It streamlines the process from site data input to professional quotes with graphical interfaces for zones and ducts. Primarily used by contractors for accurate sizing and pricing of HVAC systems in homes.
Pros
- ACCA-compliant Manual J, D, and S calculations for precise residential HVAC design
- Integrated equipment selection and professional proposal generation
- Graphical zone and duct design tools for complex layouts
Cons
- Dated Windows-only interface lacks modern UI and cloud/mobile access
- Steep learning curve for new users despite detailed documentation
- No real-time collaboration or integrations with modern CRM/estimating platforms
Best For
Residential HVAC contractors who prioritize standards-compliant calculations and detailed desktop-based quoting over mobile or cloud convenience.
Pricing
One-time purchase from $495 for basic load calc module to $1,195 for full RHVAC suite; optional annual updates ~$200.
Service Fusion
specializedAll-in-one field service app offering HVAC quoting templates, scheduling, and CRM features for growing service businesses.
Dynamic pricing catalog system tailored for HVAC flat-rate pricing with real-time inventory and upsell suggestions
Service Fusion is an all-in-one field service management platform with strong HVAC quoting capabilities, allowing contractors to build professional quotes using customizable pricing catalogs and templates. It supports mobile quoting from the field, digital signatures for quick approvals, and seamless conversion of quotes into scheduled jobs, invoices, and payments. The software integrates quoting with dispatching, inventory tracking, and CRM tools, making it ideal for streamlining HVAC service workflows.
Pros
- Robust pricing catalogs for flat-rate HVAC quoting
- Mobile app enables on-site quote creation and approvals
- Seamless integration with scheduling, invoicing, and QuickBooks
Cons
- Higher pricing may not suit very small teams
- Steep learning curve for full feature set
- Some users report occasional glitches in quote customization
Best For
Mid-sized HVAC contractors seeking an integrated platform for quoting, operations, and customer management.
Pricing
Starts at $195/month (billed annually) for Starter plan (up to 5 users); Pro and Enterprise tiers range from $295-$500+/month based on users and features.
FieldPulse
specializedSimple mobile software for HVAC pros providing on-site quoting, job tracking, and invoicing to boost productivity.
Real-time field quoting with photo attachments, digital signatures, and instant job conversion via intuitive mobile app
FieldPulse is a comprehensive field service management platform tailored for HVAC contractors and similar trades, offering robust quoting and estimating tools accessible via a mobile app. Users can create professional quotes on-site, include photos and line items from pricebooks, capture digital signatures, and quickly convert estimates into scheduled jobs or invoices. It integrates quoting with dispatching, scheduling, and payments for streamlined operations.
Pros
- Mobile-first quoting allows techs to generate estimates in the field with e-signatures
- Seamless integration with QuickBooks for accurate quoting and invoicing
- Pricebook support for consistent HVAC pricing across jobs
Cons
- Quoting lacks advanced HVAC-specific calculators like load calculations or duct sizing
- Customization options for quote templates are somewhat limited
- Pricing scales quickly for teams with multiple users
Best For
Small to mid-sized HVAC businesses needing an all-in-one mobile solution for field quoting and basic job management.
Pricing
Starts at $65/user/month (billed annually) for basic plans, with Pro and Enterprise tiers up to $150+/user/month including advanced features.
Conclusion
The top tools covered in this review varied in focus, from comprehensive enterprise platforms to user-friendly solutions for small to medium businesses, but ServiceTitan clearly stood out, offering robust features that streamline quoting, scheduling, and invoicing, making it a top choice for growing contractors. Housecall Pro and Jobber also emerged as strong alternatives, with intuitive interfaces and tailored tools that excel in quick, efficient quoting for specific operational needs.
Ready to enhance your quoting process? Start with ServiceTitan today to leverage its all-in-one capabilities and take your HVAC business to the next level.
Tools Reviewed
All tools were independently evaluated for this comparison