Quick Overview
- 1#1: ServiceTitan - Comprehensive enterprise platform for HVAC contractors offering advanced CRM, quoting, sales tracking, and dispatch integration to boost revenue.
- 2#2: Housecall Pro - All-in-one field service software with powerful quoting, invoicing, and sales tools tailored for HVAC businesses of all sizes.
- 3#3: Jobber - User-friendly field service management tool featuring professional proposals, sales pipelines, and client follow-ups for HVAC sales teams.
- 4#4: FieldEdge - HVAC-specific software providing flat-rate pricing, sales reporting, and mobile tools to streamline technician sales in the field.
- 5#5: SuccessWare - Tailored business management system for HVAC with integrated sales, CRM, and performance tracking to maximize profitability.
- 6#6: Service Fusion - Cloud-based platform with CRM, customizable quoting, and sales automation designed for HVAC and plumbing service companies.
- 7#7: Coolfront - Mobile HVAC estimating and quoting software that generates accurate proposals and contracts directly from load calculations.
- 8#8: Kickserv - Field service CRM with scheduling, quoting, and sales tracking features suitable for growing HVAC operations.
- 9#9: mHelpDesk - Simple field service software offering job quoting, invoicing, and QuickBooks integration for efficient HVAC sales processes.
- 10#10: RazorSync - Mobile workforce management tool with scheduling, dispatching, and invoicing to support HVAC sales and service delivery.
We ranked these tools by assessing feature depth (including CRM, quoting, and dispatch functionality), usability, reliability, and value, ensuring each delivers actionable benefits for HVAC sales and service teams.
Comparison Table
Navigating the HVAC sales software landscape? This comparison table compares top tools like ServiceTitan, Housecall Pro, Jobber, FieldEdge, SuccessWare, and more to simplify decision-making. Readers will discover key features, use case fit, and unique strengths to find the best platform for their business needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive enterprise platform for HVAC contractors offering advanced CRM, quoting, sales tracking, and dispatch integration to boost revenue. | enterprise | 9.4/10 | 9.6/10 | 8.5/10 | 9.1/10 |
| 2 | Housecall Pro All-in-one field service software with powerful quoting, invoicing, and sales tools tailored for HVAC businesses of all sizes. | specialized | 9.1/10 | 9.3/10 | 8.7/10 | 8.9/10 |
| 3 | Jobber User-friendly field service management tool featuring professional proposals, sales pipelines, and client follow-ups for HVAC sales teams. | other | 8.7/10 | 9.0/10 | 8.5/10 | 8.2/10 |
| 4 | FieldEdge HVAC-specific software providing flat-rate pricing, sales reporting, and mobile tools to streamline technician sales in the field. | specialized | 8.4/10 | 8.8/10 | 8.3/10 | 8.1/10 |
| 5 | SuccessWare Tailored business management system for HVAC with integrated sales, CRM, and performance tracking to maximize profitability. | specialized | 6.8/10 | 7.2/10 | 6.5/10 | 6.3/10 |
| 6 | Service Fusion Cloud-based platform with CRM, customizable quoting, and sales automation designed for HVAC and plumbing service companies. | other | 8.0/10 | 8.4/10 | 7.6/10 | 7.7/10 |
| 7 | Coolfront Mobile HVAC estimating and quoting software that generates accurate proposals and contracts directly from load calculations. | specialized | 8.1/10 | 8.6/10 | 7.8/10 | 7.5/10 |
| 8 | Kickserv Field service CRM with scheduling, quoting, and sales tracking features suitable for growing HVAC operations. | other | 7.6/10 | 7.4/10 | 8.2/10 | 8.0/10 |
| 9 | mHelpDesk Simple field service software offering job quoting, invoicing, and QuickBooks integration for efficient HVAC sales processes. | other | 7.9/10 | 7.6/10 | 8.4/10 | 7.7/10 |
| 10 | RazorSync Mobile workforce management tool with scheduling, dispatching, and invoicing to support HVAC sales and service delivery. | other | 7.8/10 | 7.5/10 | 8.2/10 | 7.6/10 |
Comprehensive enterprise platform for HVAC contractors offering advanced CRM, quoting, sales tracking, and dispatch integration to boost revenue.
All-in-one field service software with powerful quoting, invoicing, and sales tools tailored for HVAC businesses of all sizes.
User-friendly field service management tool featuring professional proposals, sales pipelines, and client follow-ups for HVAC sales teams.
HVAC-specific software providing flat-rate pricing, sales reporting, and mobile tools to streamline technician sales in the field.
Tailored business management system for HVAC with integrated sales, CRM, and performance tracking to maximize profitability.
Cloud-based platform with CRM, customizable quoting, and sales automation designed for HVAC and plumbing service companies.
Mobile HVAC estimating and quoting software that generates accurate proposals and contracts directly from load calculations.
Field service CRM with scheduling, quoting, and sales tracking features suitable for growing HVAC operations.
Simple field service software offering job quoting, invoicing, and QuickBooks integration for efficient HVAC sales processes.
Mobile workforce management tool with scheduling, dispatching, and invoicing to support HVAC sales and service delivery.
ServiceTitan
enterpriseComprehensive enterprise platform for HVAC contractors offering advanced CRM, quoting, sales tracking, and dispatch integration to boost revenue.
Integrated Pricebook Pro with dynamic pricing rules and real-time inventory sync for accurate, field-ready quoting
ServiceTitan is a comprehensive field service management platform tailored for HVAC contractors, offering robust sales tools that integrate quoting, CRM, financing, and upselling capabilities into a single system. It enables sales teams to generate professional proposals on-site via mobile apps, track leads in real-time, and analyze performance metrics to optimize revenue. The software bridges sales and operations by syncing with dispatching and inventory, ensuring a seamless workflow from quote to cash.
Pros
- Extensive sales toolkit including dynamic pricing, e-signatures, and financing integrations
- Real-time dashboards and AI-driven insights for sales forecasting and performance tracking
- Seamless mobile access for technicians to upsell and close deals in the field
Cons
- High cost can be prohibitive for small operations
- Steep learning curve due to extensive features
- Custom implementation required, delaying full rollout
Best For
Mid-to-large HVAC companies with multiple technicians seeking an all-in-one platform to scale sales and operations.
Pricing
Custom quote-based pricing; typically $265+ per technician per month, plus setup fees.
Housecall Pro
specializedAll-in-one field service software with powerful quoting, invoicing, and sales tools tailored for HVAC businesses of all sizes.
Technician upsell recommendations with real-time inventory and pricing integration during jobs
Housecall Pro is a comprehensive field service management platform designed for HVAC businesses, featuring robust sales tools like CRM, customizable quoting, and proposal generation to streamline the sales process from lead to close. It integrates scheduling, dispatching, and invoicing, allowing technicians to upsell services on-site via mobile apps. The software also offers automated follow-ups, payment processing, and marketing automation to boost conversion rates and revenue for HVAC contractors.
Pros
- Integrated CRM and sales pipeline for efficient lead management
- Mobile-first quoting and on-site upsell tools for technicians
- Automated invoicing, payments, and follow-up sequences to accelerate sales
Cons
- Pricing scales quickly for larger teams or advanced features
- Learning curve for full customization of quotes and workflows
- Reporting lacks depth for complex sales analytics without add-ons
Best For
Mid-sized HVAC companies with field technicians needing an all-in-one platform for sales, scheduling, and operations.
Pricing
Basic plan at $65/month (1 user), Essentials $129-$259/month (3-7 users), Max $429+/month (8+ users); annual discounts and custom enterprise pricing available.
Jobber
otherUser-friendly field service management tool featuring professional proposals, sales pipelines, and client follow-ups for HVAC sales teams.
ClientHub portal for instant quote approvals, deposits, and payments directly from customers' devices
Jobber is a comprehensive field service management software tailored for HVAC contractors and similar home service businesses, enabling efficient sales through customizable quoting, proposals, and e-signatures. It integrates sales pipelines with scheduling, dispatching, invoicing, and customer management to streamline the entire customer journey from lead to completion. The platform's mobile app empowers sales reps and technicians to generate quotes on-site with photos and measurements, accelerating deal closures.
Pros
- Powerful quoting and estimating tools with templates and on-site creation
- Seamless QuickBooks integration for sales-to-accounting workflow
- ClientHub for self-service customer approvals and payments
Cons
- Limited advanced sales CRM analytics compared to dedicated sales tools
- Pricing scales quickly for teams over 10 users
- Some users report occasional mobile app glitches during peak usage
Best For
Small to mid-sized HVAC businesses seeking an all-in-one platform for sales quoting integrated with operations and dispatching.
Pricing
Lite ($69/mo), Core ($169/mo), Connect ($349/mo), Grow ($600+/mo); annual billing discounts available, additional users $20-50/mo each.
FieldEdge
specializedHVAC-specific software providing flat-rate pricing, sales reporting, and mobile tools to streamline technician sales in the field.
Technician-empowered mobile sales with real-time quoting and upsell recommendations directly from the job site
FieldEdge is a robust field service management platform tailored for HVAC, plumbing, and electrical contractors, offering tools for dispatching, scheduling, invoicing, and customer relationship management. It supports HVAC sales through mobile quoting, flat-rate pricing catalogs, upsell prompts for technicians, and seamless QuickBooks integration for fast invoicing and payments. The software emphasizes operational efficiency with real-time technician updates and service agreement management to drive recurring revenue.
Pros
- Comprehensive dispatching and mobile app for field sales
- Deep QuickBooks integration for quick invoicing
- Built-in upsell tools and flat-rate pricing for HVAC sales
Cons
- Pricing can be high for small teams
- Initial setup and learning curve is steep
- Less advanced CRM compared to sales-focused tools
Best For
Mid-sized HVAC contractors needing an all-in-one FSM platform with strong field sales capabilities.
Pricing
Custom quotes starting at ~$150/user/month, billed annually, with add-ons for advanced features.
SuccessWare
specializedTailored business management system for HVAC with integrated sales, CRM, and performance tracking to maximize profitability.
Commission management and sales performance analytics tailored to service sales cycles
SuccessWare is a business management platform primarily built for service industries like pest control, offering CRM, sales quoting, invoicing, and dispatching tools that can be adapted for HVAC sales processes. It enables sales teams to manage leads, generate proposals, track commissions, and automate follow-ups to close deals more efficiently. While lacking native HVAC-specific features like load calculations or equipment libraries, its robust sales pipeline and reporting provide solid foundational support for HVAC contractors.
Pros
- Strong CRM and lead management capabilities
- Customizable quoting and proposal tools
- Integrated sales tracking and commission reporting
Cons
- Not designed for HVAC with no industry-specific integrations or templates
- Steep learning curve due to pest control-focused interface
- Limited mobile functionality for field sales
Best For
Small HVAC sales teams willing to customize a general service software for basic sales pipeline management.
Pricing
Custom pricing upon request; typically $100-$200 per user/month depending on modules and users.
Service Fusion
otherCloud-based platform with CRM, customizable quoting, and sales automation designed for HVAC and plumbing service companies.
Mobile upsell tools with video capture and customer e-signatures for instant job approvals
Service Fusion is an all-in-one field service management platform tailored for HVAC contractors, offering tools for scheduling, dispatching, invoicing, and CRM to streamline operations. For HVAC sales, it provides flat-rate pricing catalogs, mobile quoting, upsell recommendations, and a sales pipeline to help convert leads into jobs efficiently. It integrates customer data across the board, enabling technicians to capture sales opportunities on-site via the mobile app.
Pros
- Robust CRM and sales pipeline for tracking leads and opportunities
- Mobile app enables on-site quoting and upsells with flat-rate catalogs
- Seamless QuickBooks integration for sales-to-invoicing workflow
Cons
- Steeper learning curve for full feature utilization
- Pricing can add up quickly for multi-user teams
- Sales analytics are solid but lack advanced forecasting tools
Best For
Mid-sized HVAC businesses seeking an integrated FSM platform with strong sales capabilities for field-based quoting and upselling.
Pricing
Starts at $195/month for Basic (1 user), $345/month for Pro, $545/month for Plus; scales per user with custom Enterprise options.
Coolfront
specializedMobile HVAC estimating and quoting software that generates accurate proposals and contracts directly from load calculations.
Integrated ACCA-approved Manual J load calculations for accurate, compliant sales proposals
Coolfront is a mobile-centric HVAC sales software tailored for contractors, enabling field technicians to deliver interactive sales presentations, generate proposals, and handle financing options directly from tablets during customer visits. It features a comprehensive database of over 50,000 HVAC products with real-time pricing, ACCA-compliant load calculations, and seamless integrations with QuickBooks and major financing providers. The platform streamlines the sales process from lead to close, boosting conversion rates through data-driven upsells and professional visuals.
Pros
- Extensive equipment library with dynamic pricing
- Mobile-first design for on-site sales efficiency
- Robust integrations for financing and accounting
Cons
- High subscription costs for small teams
- Moderate learning curve for customization
- Limited advanced analytics and reporting
Best For
Mid-sized HVAC contractors prioritizing mobile sales presentations and quick deal closures in the field.
Pricing
Subscription starts at $149/user/month; tiered plans up to $299/user/month with add-ons for advanced features.
Kickserv
otherField service CRM with scheduling, quoting, and sales tracking features suitable for growing HVAC operations.
Visual drag-and-drop scheduling board that optimizes technician routes and integrates directly with quote-to-job workflows
Kickserv is a cloud-based field service management platform tailored for small to medium-sized HVAC, plumbing, and other service businesses, offering scheduling, dispatching, invoicing, and CRM functionalities. It supports HVAC sales through quote and estimate creation, customer tracking, and sales pipeline management integrated with job execution. While versatile, it emphasizes operational efficiency over advanced sales automation, making it suitable for contractors handling both sales and service delivery.
Pros
- Intuitive drag-and-drop scheduling for quick job assignments
- Mobile app enables on-site quoting and invoicing for sales reps
- Seamless QuickBooks integration simplifies financial tracking
Cons
- Lacks advanced HVAC-specific sales tools like 3D estimating or upsell automation
- Reporting capabilities are basic, limiting sales analytics depth
- Scalability challenges for larger teams with complex sales pipelines
Best For
Small HVAC contractors needing an affordable all-in-one tool for basic sales quoting alongside scheduling and dispatching.
Pricing
Starts at $59/user/month (billed annually) for Essentials plan; Pro at $99/user/month and Max at $149/user/month, with a 14-day free trial.
mHelpDesk
otherSimple field service software offering job quoting, invoicing, and QuickBooks integration for efficient HVAC sales processes.
Mobile app enabling real-time quoting, estimates, and payments directly from the job site
mHelpDesk is a cloud-based field service management software designed for HVAC contractors and similar service businesses, focusing on streamlining scheduling, dispatching, invoicing, and customer management. For HVAC sales, it provides quoting and estimating tools, a customer database for lead tracking, and mobile capabilities for on-site proposals. While strong in operational efficiency, it supports sales through quick turnaround invoicing and job conversion features.
Pros
- Intuitive mobile app for on-site quoting and invoicing
- Strong scheduling and dispatching for efficient sales follow-up
- Seamless QuickBooks integration for sales and accounting
Cons
- Limited advanced sales CRM and pipeline management
- Pricing scales up quickly for larger teams
- Reporting lacks deep sales analytics
Best For
Small to medium HVAC businesses needing integrated field operations with basic sales quoting tools.
Pricing
Starts at $169/month (billed annually) for basic plan; additional technicians $49-$89/month each.
RazorSync
otherMobile workforce management tool with scheduling, dispatching, and invoicing to support HVAC sales and service delivery.
QuickAR for instant mobile invoicing and payments, enabling faster sales closes in the field
RazorSync is a mobile-first field service management platform tailored for HVAC contractors, providing scheduling, dispatching, invoicing, and on-site sales tools. It enables technicians to create quotes, upsell services, process payments via QuickAR, and sync data with QuickBooks in real-time. The software emphasizes efficiency in the field, with GPS tracking and customer portals to support sales cycles from lead to close.
Pros
- Intuitive mobile app for on-site quoting and payments
- Seamless QuickBooks integration for sales tracking
- Real-time dispatching to optimize sales opportunities
Cons
- Limited advanced CRM and lead nurturing tools
- Reporting lacks depth for complex sales analytics
- Per-technician pricing scales quickly for larger teams
Best For
Small to mid-sized HVAC companies needing straightforward field sales and dispatching without heavy CRM demands.
Pricing
Starts at $65 per technician/month (billed annually), plus one-time hardware costs and payment processing fees.
Conclusion
The top 10 tools address varied needs, from enterprise-scale operations to small businesses, with features spanning CRM, mobile quoting, and sales automation. ServiceTitan emerges as the top choice, offering comprehensive functionality to boost revenue, while Housecall Pro and Jobber stand out as strong alternatives—ideal for all-size businesses and intuitive sales pipeline management, respectively.
Take the first step to streamline your HVAC sales: explore the top-ranked ServiceTitan and discover how its robust tools can strengthen client relationships, optimize processes, and drive growth.
Tools Reviewed
All tools were independently evaluated for this comparison