Quick Overview
- 1#1: ServiceTitan - Comprehensive field service platform that automates HVAC service agreements with scheduling, flat-rate billing, renewals, and customer portals.
- 2#2: Housecall Pro - All-in-one software for HVAC pros to manage service agreements, recurring maintenance, invoicing, and dispatching efficiently.
- 3#3: Jobber - Streamlines HVAC service contracts with recurring job scheduling, automated billing, and client communication tools.
- 4#4: FieldEdge - HVAC-specific software for creating, tracking, and renewing service agreements with integrated dispatching and accounting.
- 5#5: SuccessWare - HVAC business automation tool focused on service agreement management, upsell opportunities, and profitability tracking.
- 6#6: ServiceTrade - Mobile-first platform for commercial HVAC service agreements, including preventive maintenance, audits, and asset tracking.
- 7#7: Service Fusion - Field service management software that handles HVAC contracts with quoting, scheduling, and automated recurring invoicing.
- 8#8: Workiz - Cloud-based tool for HVAC service pros to manage agreements, jobs, payments, and inventory in one dashboard.
- 9#9: RazorSync - Mobile field service app supporting HVAC service agreements with scheduling, GPS tracking, and QuickBooks integration.
- 10#10: Commusoft - Service management software for HVAC contractors featuring contract renewals, technician scheduling, and customer portals.
Tools were selected based on specialized HVAC features, user-friendliness, integration capabilities, and overall value, ensuring they meet the unique demands of managing service agreements effectively.
Comparison Table
This comparison table explores leading HVAC service agreement software, featuring ServiceTitan, Housecall Pro, Jobber, FieldEdge, SuccessWare, and more. It highlights key features, usability, and support to help readers identify the right tool for streamlining operations and improving customer management.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive field service platform that automates HVAC service agreements with scheduling, flat-rate billing, renewals, and customer portals. | enterprise | 9.5/10 | 9.8/10 | 8.2/10 | 8.0/10 |
| 2 | Housecall Pro All-in-one software for HVAC pros to manage service agreements, recurring maintenance, invoicing, and dispatching efficiently. | specialized | 9.2/10 | 9.4/10 | 8.7/10 | 9.0/10 |
| 3 | Jobber Streamlines HVAC service contracts with recurring job scheduling, automated billing, and client communication tools. | specialized | 8.6/10 | 8.7/10 | 9.0/10 | 8.4/10 |
| 4 | FieldEdge HVAC-specific software for creating, tracking, and renewing service agreements with integrated dispatching and accounting. | specialized | 8.4/10 | 8.7/10 | 7.9/10 | 8.2/10 |
| 5 | SuccessWare HVAC business automation tool focused on service agreement management, upsell opportunities, and profitability tracking. | specialized | 8.2/10 | 8.6/10 | 7.7/10 | 7.9/10 |
| 6 | ServiceTrade Mobile-first platform for commercial HVAC service agreements, including preventive maintenance, audits, and asset tracking. | specialized | 8.5/10 | 9.2/10 | 8.0/10 | 7.8/10 |
| 7 | Service Fusion Field service management software that handles HVAC contracts with quoting, scheduling, and automated recurring invoicing. | specialized | 8.1/10 | 8.4/10 | 7.9/10 | 7.8/10 |
| 8 | Workiz Cloud-based tool for HVAC service pros to manage agreements, jobs, payments, and inventory in one dashboard. | specialized | 8.2/10 | 8.4/10 | 8.1/10 | 7.8/10 |
| 9 | RazorSync Mobile field service app supporting HVAC service agreements with scheduling, GPS tracking, and QuickBooks integration. | specialized | 8.1/10 | 8.5/10 | 8.0/10 | 7.8/10 |
| 10 | Commusoft Service management software for HVAC contractors featuring contract renewals, technician scheduling, and customer portals. | specialized | 7.2/10 | 7.5/10 | 6.8/10 | 7.0/10 |
Comprehensive field service platform that automates HVAC service agreements with scheduling, flat-rate billing, renewals, and customer portals.
All-in-one software for HVAC pros to manage service agreements, recurring maintenance, invoicing, and dispatching efficiently.
Streamlines HVAC service contracts with recurring job scheduling, automated billing, and client communication tools.
HVAC-specific software for creating, tracking, and renewing service agreements with integrated dispatching and accounting.
HVAC business automation tool focused on service agreement management, upsell opportunities, and profitability tracking.
Mobile-first platform for commercial HVAC service agreements, including preventive maintenance, audits, and asset tracking.
Field service management software that handles HVAC contracts with quoting, scheduling, and automated recurring invoicing.
Cloud-based tool for HVAC service pros to manage agreements, jobs, payments, and inventory in one dashboard.
Mobile field service app supporting HVAC service agreements with scheduling, GPS tracking, and QuickBooks integration.
Service management software for HVAC contractors featuring contract renewals, technician scheduling, and customer portals.
ServiceTitan
enterpriseComprehensive field service platform that automates HVAC service agreements with scheduling, flat-rate billing, renewals, and customer portals.
Automated service agreement renewals with built-in upsell workflows and customer self-service portal
ServiceTitan is a comprehensive field service management platform tailored for HVAC contractors, with powerful tools for creating, managing, and optimizing service agreements (maintenance contracts). It automates renewals, scheduling, invoicing, and customer communications, while providing analytics to track agreement performance and upsell opportunities. The software integrates seamlessly with dispatching, CRM, and flat-rate pricing to maximize revenue from recurring services.
Pros
- Robust service agreement management with automated renewals and upsell recommendations
- Advanced analytics and reporting for agreement profitability and customer retention
- Seamless integration with mobile dispatching and customer portals
Cons
- High cost, especially for smaller businesses
- Steep learning curve and complex initial setup
- Custom pricing lacks transparency
Best For
Mid-sized to large HVAC companies seeking an enterprise-grade solution to scale service agreement programs.
Pricing
Custom quote-based pricing; typically $300+ per technician/month, with minimums starting at $5,000-$10,000/month for mid-sized operations.
Housecall Pro
specializedAll-in-one software for HVAC pros to manage service agreements, recurring maintenance, invoicing, and dispatching efficiently.
Memberships module with automated scheduling, renewal billing, and a branded customer portal for self-managing HVAC plans
Housecall Pro is an all-in-one field service management platform tailored for HVAC and other home service businesses, offering robust tools for managing service agreements, scheduling recurring maintenance, and handling customer memberships. It streamlines operations with automated dispatching, invoicing, payments, and a customer portal where clients can view, renew, and book under their agreements. The software excels in fostering long-term customer relationships through upsell opportunities and performance tracking for HVAC maintenance plans.
Pros
- Comprehensive membership management with automated renewals, reminders, and customer self-service portals
- Seamless integration for dispatching techs and tracking HVAC service history tied to agreements
- Built-in marketing tools to upsell agreements and boost recurring revenue
Cons
- Higher pricing tiers can be costly for very small HVAC teams
- Steeper learning curve for customizing reports and advanced automations
- Limited native inventory tracking depth compared to specialized HVAC tools
Best For
Mid-sized HVAC businesses seeking an integrated platform for service agreements, scheduling, and customer management without needing multiple tools.
Pricing
Starts at $65/user/month (Basic, billed annually) up to $229/user/month (Max plan); includes memberships in all tiers with usage-based add-ons.
Jobber
specializedStreamlines HVAC service contracts with recurring job scheduling, automated billing, and client communication tools.
ClientHub self-service portal allowing customers to view, renew, and book service agreement appointments independently
Jobber is a robust field service management platform tailored for HVAC contractors and similar trades, enabling seamless creation, tracking, and renewal of service agreements through recurring job scheduling and automated reminders. It streamlines operations with features like mobile dispatching, client portals for self-service bookings, invoicing, and payment processing integrated with tools like QuickBooks. Ideal for managing maintenance contracts, it supports customizable agreement templates, performance reporting, and customer communication to boost retention and revenue.
Pros
- User-friendly interface with strong mobile app for on-the-go management
- Automated recurring billing and reminders for service agreements
- Excellent integrations with accounting and payment systems
Cons
- Pricing scales quickly for larger teams or advanced features
- Limited advanced customization for complex HVAC-specific workflows
- Reporting depth could be more HVAC-focused for agreement analytics
Best For
Small to mid-sized HVAC businesses seeking an all-in-one tool to manage service agreements alongside daily field operations.
Pricing
Lite ($49/mo, 1 user), Core ($129/mo), Connect ($249/mo), Grow ($399+/mo); 14-day free trial, annual discounts available.
FieldEdge
specializedHVAC-specific software for creating, tracking, and renewing service agreements with integrated dispatching and accounting.
Automated agreement renewal engine with customer self-service portal for online payments and extensions
FieldEdge is a field service management platform tailored for HVAC, plumbing, and electrical contractors, with robust tools for managing service agreements including contract creation, renewal tracking, and automated billing. It integrates dispatching, scheduling, inventory management, and a mobile app for technicians to handle agreement-based service calls efficiently. The software also supports customer portals for agreement renewals and payments, streamlining recurring revenue operations.
Pros
- Comprehensive service agreement lifecycle management with automated renewals and reminders
- Seamless mobile app for techs to access agreements and log work on-site
- Strong integrations with QuickBooks and flat-rate pricing systems
Cons
- Steep learning curve for new users due to extensive features
- Custom pricing can be opaque and higher for smaller teams
- Reporting tools lack advanced customization for agreement analytics
Best For
Mid-sized HVAC contractors seeking an all-in-one solution to manage service agreements alongside dispatching and invoicing.
Pricing
Quote-based pricing typically starts at $150-$250 per user/month, with add-ons for advanced modules and implementation fees.
SuccessWare
specializedHVAC business automation tool focused on service agreement management, upsell opportunities, and profitability tracking.
Advanced Service Agreement Engine that automates the full lifecycle from sales quoting to renewal reminders and customer self-service access
SuccessWare is an all-in-one business management platform tailored for HVAC, plumbing, and electrical contractors, with robust tools for managing service agreements including automated renewals, preventive maintenance scheduling, and customer portals. It integrates dispatching, flat-rate invoicing, CRM, and reporting to streamline service contract operations from sales to fulfillment. The software emphasizes efficiency in tracking agreement performance and profitability metrics specific to the HVAC industry.
Pros
- Comprehensive service agreement management with automated renewals and performance tracking
- Integrated flat-rate pricing and dispatching for seamless HVAC workflows
- Strong reporting tools for agreement profitability and customer analytics
Cons
- Steeper learning curve due to its desktop-heavy interface
- Limited mobile app functionality compared to cloud-native competitors
- Pricing can be high for small businesses with fewer technicians
Best For
Mid-sized HVAC contractors seeking a powerful, integrated platform for scaling service agreement programs.
Pricing
Custom pricing typically starts at $300-$500/month for base plans, scaling with users, modules, and technicians (quotes required).
ServiceTrade
specializedMobile-first platform for commercial HVAC service agreements, including preventive maintenance, audits, and asset tracking.
Customer Loop portal for instant notifications, work approvals, and self-service invoice payments
ServiceTrade is a mobile-first field service management platform tailored for commercial HVAC, plumbing, and electrical contractors, excelling in service agreement management with automated renewals, preventive maintenance scheduling, and contract tracking. It provides real-time dispatching, technician updates, invoicing, and a customer portal for self-service access to schedules and payments. The software emphasizes operational efficiency through analytics and integrations with accounting systems like QuickBooks.
Pros
- Robust service agreement tools including auto-renewals and performance tracking
- Intuitive mobile app with real-time updates and photo documentation
- Customer portal enables self-service scheduling and payments
Cons
- Pricing is quote-based and can be expensive for smaller teams
- Steep initial learning curve for full customization
- Limited out-of-box reporting without add-ons
Best For
Mid-sized commercial HVAC contractors managing high-volume service agreements and seeking strong customer communication tools.
Pricing
Custom quote-based pricing, typically starting at $250-500 per user/month depending on features and team size.
Service Fusion
specializedField service management software that handles HVAC contracts with quoting, scheduling, and automated recurring invoicing.
Automated service agreement dispatching that pulls contract visits into the scheduler with priority routing and technician assignment
Service Fusion is a comprehensive field service management platform designed for HVAC, plumbing, and electrical contractors, with strong capabilities for managing service agreements. It allows users to create, sell, track, and fulfill maintenance contracts through automated renewals, customer portals, and integrated scheduling. The software streamlines HVAC service operations by combining dispatching, mobile technician apps, invoicing, and CRM into one system, helping businesses retain customers via recurring revenue streams.
Pros
- All-in-one platform with robust service agreement tools including automated renewals and fulfillment tracking
- Excellent mobile app for technicians to access agreements and update service history on-site
- Seamless QuickBooks integration for accurate billing of agreement services
Cons
- Steeper learning curve for complex agreement setups and custom workflows
- Pricing scales quickly for larger teams, less ideal for very small operations
- Customer support can be inconsistent during peak seasons
Best For
Mid-sized HVAC companies (5-50 technicians) needing integrated service agreement management within a full field service suite.
Pricing
Starts at $195/month (Starter, up to 3 users), $295/month (Pro, up to 5 users), $445/month (Growth, up to 10 users); Enterprise custom pricing.
Workiz
specializedCloud-based tool for HVAC service pros to manage agreements, jobs, payments, and inventory in one dashboard.
Automated service agreement workflows that handle contract creation, recurring job dispatching, customer reminders, and renewal tracking in one dashboard
Workiz is a comprehensive field service management platform designed for HVAC, plumbing, and other trades, with strong capabilities for managing service agreements. It enables users to create customizable maintenance contracts, schedule recurring technician visits, track agreement statuses, and automate renewals and billing. The software integrates CRM, dispatching, invoicing, and mobile tools to streamline HVAC service operations from lead to payment.
Pros
- Robust service agreement module with automated recurring scheduling and billing
- Intuitive mobile app for technicians to access agreements and update jobs in real-time
- Seamless integrations with QuickBooks and payment processors for efficient revenue management
Cons
- Pricing escalates quickly for advanced features and additional users
- Steeper learning curve for customizing agreement templates and reports
- Limited built-in reporting depth specifically for agreement analytics without add-ons
Best For
Small to mid-sized HVAC businesses needing an all-in-one platform to manage service agreements alongside full field operations.
Pricing
Starts at $65/user/month (billed annually) for basic plan; scales to $165/user/month for premium features; custom enterprise pricing available.
RazorSync
specializedMobile field service app supporting HVAC service agreements with scheduling, GPS tracking, and QuickBooks integration.
Automated service agreement renewals with one-click scheduling and flat-rate invoicing directly from the technician app
RazorSync is a cloud-based field service management platform designed for HVAC, plumbing, and electrical contractors, offering tools for scheduling, dispatching, invoicing, and managing service agreements. It supports tracking maintenance contracts, automating renewals, scheduling recurring visits, and generating flat-rate pricing for agreement services. The mobile-first app empowers technicians with real-time job updates, GPS tracking, and offline access, while integrating with QuickBooks for seamless accounting.
Pros
- Robust mobile app with offline capabilities for technicians
- Effective service agreement tracking, renewals, and automated billing
- Strong QuickBooks integration for effortless financial syncing
Cons
- Pricing scales quickly for small teams with multiple users
- Reporting features lack deep customization for complex agreement analytics
- Occasional glitches in mobile dispatching during high-volume use
Best For
Mid-sized HVAC companies with field teams needing integrated service agreement management alongside dispatching and invoicing.
Pricing
Custom quotes starting at ~$95 per technician/month (billed annually), with tiers for added features like advanced reporting.
Commusoft
specializedService management software for HVAC contractors featuring contract renewals, technician scheduling, and customer portals.
Profitability-focused service agreement dashboard that tracks upsell opportunities and contract performance metrics
Commusoft is a cloud-based field service management software tailored for HVAC, plumbing, and electrical contractors, with robust tools for managing service agreements including contract creation, automated renewals, and recurring billing. It integrates scheduling, dispatching, technician mobile apps, and customer portals to streamline maintenance contract workflows. The platform also offers inventory tracking, invoicing, and detailed reporting to help businesses maximize agreement profitability.
Pros
- Comprehensive service agreement management with automated billing and renewals
- Strong mobile app for technicians to access agreements on-site
- Detailed reporting and profitability tracking for maintenance contracts
Cons
- Steeper learning curve for new users due to extensive features
- Customization options are somewhat limited compared to top competitors
- Customer support response times can vary
Best For
Mid-sized HVAC contractors seeking an all-in-one platform for service agreement tracking and field operations.
Pricing
Custom pricing, typically starting at $125-$200 per user per month depending on features and user count.
Conclusion
Evaluating the top 10 HVAC service agreement software reveals ServiceTitan as the clear leader, with its comprehensive features for automating agreements, scheduling, and renewals. Housecall Pro and Jobber stand out as strong alternatives, offering all-in-one efficiency and streamlined recurring management, respectively, each suited to different operational priorities. Whichever tool fits, ServiceTitan’s robust platform sets the standard for excellence in the space.
Take the first step to enhance your HVAC business—try ServiceTitan to unlock its automated workflows and elevate your service agreement management today.
Tools Reviewed
All tools were independently evaluated for this comparison