Quick Overview
- 1#1: ServiceTitan - Comprehensive field service platform with advanced tools for managing HVAC maintenance contracts, renewals, and customer retention.
- 2#2: Housecall Pro - All-in-one software for home service businesses enabling easy creation, tracking, and invoicing of HVAC service contracts.
- 3#3: Jobber - Field service management tool with robust features for scheduling, billing, and automating recurring HVAC service agreements.
- 4#4: FieldEdge - HVAC-specific software that streamlines service contract management, dispatching, and flat-rate pricing.
- 5#5: SuccessWare - Business management system designed for HVAC contractors with deep contract tracking and profitability tools.
- 6#6: Service Fusion - Cloud-based platform for field services offering maintenance contract scheduling, customer portals, and automated billing.
- 7#7: FieldPulse - Mobile-first field service app supporting HVAC contract management, job tracking, and recurring services.
- 8#8: Kickserv - Affordable field service software with features for creating and managing service contracts and subscriptions.
- 9#9: ServSuite - Field service management solution tailored for HVAC with contract lifecycle management and QuickBooks integration.
- 10#10: Repair-CRM - CRM and dispatching tool for repair services including HVAC, focused on contract renewals and customer follow-ups.
These tools were selected based on robust features like contract tracking and automation, ease of use, reliability, and overall value for businesses of varying sizes, ensuring they meet the diverse needs of HVAC service operations.
Comparison Table
When managing HVAC service contracts, selecting the right software is key to streamlining operations and boosting client satisfaction. This comparison table guides readers through top tools like ServiceTitan, Housecall Pro, Jobber, FieldEdge, SuccessWare, and more, comparing features, pricing, and workflow capabilities. By exploring these options, users can identify the best fit for their business needs, from scheduling to invoicing and client engagement.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive field service platform with advanced tools for managing HVAC maintenance contracts, renewals, and customer retention. | enterprise | 9.6/10 | 9.8/10 | 8.7/10 | 9.2/10 |
| 2 | Housecall Pro All-in-one software for home service businesses enabling easy creation, tracking, and invoicing of HVAC service contracts. | specialized | 9.1/10 | 9.2/10 | 9.0/10 | 8.7/10 |
| 3 | Jobber Field service management tool with robust features for scheduling, billing, and automating recurring HVAC service agreements. | specialized | 8.7/10 | 8.5/10 | 9.2/10 | 8.0/10 |
| 4 | FieldEdge HVAC-specific software that streamlines service contract management, dispatching, and flat-rate pricing. | specialized | 8.4/10 | 8.7/10 | 8.1/10 | 8.2/10 |
| 5 | SuccessWare Business management system designed for HVAC contractors with deep contract tracking and profitability tools. | specialized | 8.1/10 | 8.7/10 | 7.6/10 | 7.9/10 |
| 6 | Service Fusion Cloud-based platform for field services offering maintenance contract scheduling, customer portals, and automated billing. | specialized | 8.2/10 | 8.5/10 | 7.9/10 | 8.0/10 |
| 7 | FieldPulse Mobile-first field service app supporting HVAC contract management, job tracking, and recurring services. | specialized | 8.4/10 | 8.6/10 | 9.1/10 | 8.0/10 |
| 8 | Kickserv Affordable field service software with features for creating and managing service contracts and subscriptions. | specialized | 7.6/10 | 7.4/10 | 8.5/10 | 7.8/10 |
| 9 | ServSuite Field service management solution tailored for HVAC with contract lifecycle management and QuickBooks integration. | specialized | 7.9/10 | 8.4/10 | 7.2/10 | 7.6/10 |
| 10 | Repair-CRM CRM and dispatching tool for repair services including HVAC, focused on contract renewals and customer follow-ups. | specialized | 7.6/10 | 7.4/10 | 8.2/10 | 8.0/10 |
Comprehensive field service platform with advanced tools for managing HVAC maintenance contracts, renewals, and customer retention.
All-in-one software for home service businesses enabling easy creation, tracking, and invoicing of HVAC service contracts.
Field service management tool with robust features for scheduling, billing, and automating recurring HVAC service agreements.
HVAC-specific software that streamlines service contract management, dispatching, and flat-rate pricing.
Business management system designed for HVAC contractors with deep contract tracking and profitability tools.
Cloud-based platform for field services offering maintenance contract scheduling, customer portals, and automated billing.
Mobile-first field service app supporting HVAC contract management, job tracking, and recurring services.
Affordable field service software with features for creating and managing service contracts and subscriptions.
Field service management solution tailored for HVAC with contract lifecycle management and QuickBooks integration.
CRM and dispatching tool for repair services including HVAC, focused on contract renewals and customer follow-ups.
ServiceTitan
enterpriseComprehensive field service platform with advanced tools for managing HVAC maintenance contracts, renewals, and customer retention.
Automated Service Agreement Engine with dynamic renewals, upsell prompts, and performance-based pricing adjustments
ServiceTitan is a comprehensive field service management platform tailored for HVAC contractors, offering robust tools for managing service contracts, scheduling preventive maintenance, and automating renewals. It integrates CRM, dispatching, invoicing, and customer portals to streamline the entire contract lifecycle from signup to upsell. With advanced analytics, it helps businesses track contract performance, profitability, and customer retention effectively.
Pros
- All-in-one platform with powerful service agreement management including automated billing and renewals
- Real-time analytics for contract profitability and customer insights
- Scalable mobile apps for technicians and intuitive customer self-service portals
Cons
- High cost with custom pricing that can be prohibitive for small businesses
- Steep learning curve and extensive setup time required
- Overly complex for basic contract needs without full platform utilization
Best For
Mid-to-large HVAC companies with 10+ technicians seeking enterprise-grade contract management and operational efficiency.
Pricing
Custom quote-based pricing, typically $265+ per technician/month plus implementation fees and add-ons for advanced modules.
Housecall Pro
specializedAll-in-one software for home service businesses enabling easy creation, tracking, and invoicing of HVAC service contracts.
Memberships module that automates HVAC service contract creation, recurring billing, renewal reminders, and customer self-service portals
Housecall Pro is a comprehensive field service management platform tailored for HVAC contractors, offering robust tools for managing service contracts through automated membership plans, recurring billing, and preventive maintenance scheduling. It streamlines operations with features like customer portals for self-service renewals, technician dispatching, and integrated invoicing to enhance retention and revenue from service agreements. The software also includes CRM, GPS tracking, and performance reporting to help businesses scale their HVAC maintenance programs efficiently.
Pros
- Powerful memberships module for easy setup and management of HVAC service contracts with automated renewals and billing
- Intuitive mobile app enabling real-time scheduling, job updates, and customer signatures for technicians in the field
- Seamless integrations with QuickBooks, payment processors, and marketing tools to unify business operations
Cons
- Advanced contract features and unlimited users require higher-tier plans, increasing costs
- Reporting customization can be limited without add-ons or integrations
- Steeper learning curve for smaller teams new to all-in-one platforms
Best For
Mid-sized HVAC companies with growing service contract portfolios seeking automation for maintenance scheduling, billing, and customer retention.
Pricing
Starts at $65/user/month (billed annually) for Essentials; scales to $229/user/month for Max plan, with add-ons for marketing and advanced dispatching.
Jobber
specializedField service management tool with robust features for scheduling, billing, and automating recurring HVAC service agreements.
Automated recurring maintenance agreements with built-in renewal workflows and client portal access
Jobber is a cloud-based field service management software tailored for home service businesses like HVAC contractors, offering tools for scheduling, dispatching, invoicing, and client communication. It excels in managing HVAC service contracts through features like recurring maintenance agreements, automated billing cycles, and contract renewal reminders. The platform integrates GPS tracking, QuickBooks sync, and a client hub for self-service access, making it efficient for handling ongoing service plans alongside one-off jobs.
Pros
- Intuitive interface with strong mobile app for on-the-go contract management
- Robust recurring job scheduling and automated invoicing for service contracts
- Excellent client hub enabling self-service renewals and payments
Cons
- Pricing scales quickly for larger teams, potentially reducing value
- Limited advanced HVAC-specific analytics compared to niche tools
- Some customization options require higher-tier plans
Best For
Small to mid-sized HVAC companies seeking an user-friendly all-in-one platform for service contract management and field operations.
Pricing
Starts at $49/month for solo users (Lite), with Core at $169/month, Connect at $349/month, and custom Grow plans; billed annually per user.
FieldEdge
specializedHVAC-specific software that streamlines service contract management, dispatching, and flat-rate pricing.
Automated service agreement lifecycle management with customer self-service portal for renewals and payments
FieldEdge is a field service management platform designed for HVAC, plumbing, and electrical contractors, with robust tools for managing service contracts, dispatching, scheduling, and invoicing. It enables automated maintenance scheduling, contract renewals, and tracking of service agreements through a user-friendly mobile app for technicians and a customer portal. The software integrates seamlessly with QuickBooks and other accounting systems to streamline billing and payments for recurring contracts.
Pros
- Comprehensive service contract management with automated renewals and reminders
- Powerful mobile app for real-time technician updates and GPS tracking
- Seamless QuickBooks integration for efficient billing and accounting
Cons
- Pricing can be steep for small businesses with few technicians
- Steep learning curve for advanced customization features
- Customer support response times can vary during peak seasons
Best For
Mid-sized HVAC contractors seeking integrated field service and service agreement management with strong mobile capabilities.
Pricing
Custom quote-based pricing, typically $165-$300 per technician per month depending on users and modules.
SuccessWare
specializedBusiness management system designed for HVAC contractors with deep contract tracking and profitability tools.
Advanced Agreement Center for full lifecycle management of service contracts, including automated renewals and profitability analytics
SuccessWare is a comprehensive business management platform tailored for HVAC, plumbing, and electrical contractors, with specialized tools for service contract administration including sales, renewals, and performance tracking. It integrates dispatching, scheduling, flat-rate pricing, accounting, and CRM functionalities to streamline operations for service-focused businesses. The software emphasizes building and retaining recurring revenue through automated agreement management and customer portals.
Pros
- Robust service agreement tools with automated renewals and upsell prompts
- Seamless QuickBooks integration and strong reporting for contract performance
- Mobile app for technicians enabling real-time contract access and invoicing
Cons
- Dated interface that can feel clunky compared to modern SaaS alternatives
- Steep learning curve and complex initial setup requiring training
- Higher pricing limits appeal for very small operations
Best For
Mid-sized HVAC contractors prioritizing service contract growth and operational efficiency.
Pricing
Custom subscription pricing starting around $150/user/month, scaling with modules and users; quotes required.
Service Fusion
specializedCloud-based platform for field services offering maintenance contract scheduling, customer portals, and automated billing.
Customer self-service portal for contract renewals, online payments, and service requests
Service Fusion is an all-in-one field service management platform tailored for HVAC contractors, offering tools for scheduling, dispatching, invoicing, and service contract management. It enables automated maintenance scheduling, contract renewals, and customer portals for self-service bookings and payments. The software integrates with QuickBooks and provides mobile apps for technicians to access job details, update statuses, and capture signatures on-site.
Pros
- Robust service contract tools with automated scheduling and renewals
- Unlimited users on higher plans for growing teams
- Strong mobile app and customer portal for efficiency
Cons
- Pricing scales quickly for larger teams
- Reporting customization is somewhat limited
- Initial setup and learning curve for advanced features
Best For
Small to mid-sized HVAC businesses needing integrated contract management alongside daily dispatching and invoicing.
Pricing
Starts at $195/month (up to 5 techs), $295/month (up to 10 techs), $495/month (unlimited techs); custom enterprise options available.
FieldPulse
specializedMobile-first field service app supporting HVAC contract management, job tracking, and recurring services.
Automated recurring job scheduling with built-in reminders and renewal tracking tailored for HVAC maintenance contracts
FieldPulse is a mobile-first field service management software designed for HVAC contractors, offering tools for scheduling, dispatching, invoicing, and managing service contracts. It excels in handling recurring maintenance agreements with automated scheduling, reminders, and tracking of contract renewals. The platform integrates with QuickBooks and provides real-time updates via a robust mobile app for technicians.
Pros
- Intuitive mobile app that enables techs to manage jobs, contracts, and payments on the go
- Strong recurring job scheduling ideal for HVAC service contracts and maintenance plans
- Seamless QuickBooks integration for streamlined invoicing and accounting
Cons
- Reporting capabilities are solid but lack depth for advanced analytics on contract performance
- No native customer portal for self-service contract management
- Pricing can become expensive for larger teams with multiple users
Best For
Small to mid-sized HVAC businesses seeking a user-friendly, mobile-centric solution for service contract management and field operations.
Pricing
Starts at $65/user/month (Basic), $95/user/month (Pro), $149/user/month (Plus); Enterprise custom pricing.
Kickserv
specializedAffordable field service software with features for creating and managing service contracts and subscriptions.
Customer self-service portal for booking maintenance appointments and viewing contract details
Kickserv is a cloud-based field service management software tailored for HVAC contractors, focusing on scheduling, dispatching, and managing service contracts. It supports recurring maintenance agreements with automated scheduling, technician routing, and customer portals for self-service bookings and contract renewals. The platform integrates invoicing, payments, and QuickBooks for streamlined operations in handling HVAC service contracts.
Pros
- Intuitive drag-and-drop scheduling for recurring HVAC maintenance
- Robust mobile app for technicians to update contracts on-site
- Customer portal enables self-service booking and contract management
Cons
- Limited advanced analytics for contract performance tracking
- Pricing scales quickly with multiple users
- Fewer HVAC-specific templates compared to specialized tools
Best For
Small to mid-sized HVAC businesses needing simple, reliable service contract scheduling and customer management without enterprise complexity.
Pricing
Starts at $59/user/month (Basic, billed annually) up to $249/user/month (Premier); custom enterprise pricing available.
ServSuite
specializedField service management solution tailored for HVAC with contract lifecycle management and QuickBooks integration.
Automated service agreement lifecycle management with renewal reminders and customer self-service portal
ServSuite is a robust field service management platform tailored for HVAC, plumbing, and electrical contractors, with strong capabilities in service contract management. It automates contract renewals, maintenance scheduling, and tracking, while integrating dispatching, mobile apps for technicians, and invoicing. The software helps streamline operations from customer acquisition to recurring revenue management.
Pros
- Comprehensive service contract tools including automated renewals and flat-rate pricing
- Intuitive mobile app for technicians with real-time dispatching
- Strong reporting and customer portal for self-service renewals
Cons
- Steep learning curve for advanced features
- Pricing can be high for small teams
- Limited native integrations with some accounting software
Best For
Mid-sized HVAC contractors needing integrated service agreement management and field dispatch.
Pricing
Custom quotes starting at ~$125/user/month, with tiers for features and user count; annual contracts often discounted.
Repair-CRM
specializedCRM and dispatching tool for repair services including HVAC, focused on contract renewals and customer follow-ups.
Automated service agreement renewals with customer portal for self-service payments and reminders
Repair-CRM is a cloud-based CRM platform tailored for HVAC and home service businesses, focusing on service contract management, scheduling, dispatching, and customer relationship tools. It enables automated renewals for maintenance agreements, technician mobile apps for on-site updates, and integrated invoicing with QuickBooks. Ideal for streamlining recurring service contracts and routine operations in smaller operations.
Pros
- Affordable pricing for small teams
- Intuitive drag-and-drop scheduling
- Strong focus on service agreement tracking and renewals
Cons
- Limited advanced reporting and analytics
- Fewer third-party integrations compared to competitors
- Scalability challenges for larger enterprises
Best For
Small to mid-sized HVAC contractors managing service contracts and needing straightforward scheduling without complex enterprise features.
Pricing
Starts at $49/user/month (billed annually) for basic plans, up to $99/user/month for premium features; includes unlimited customers and contracts.
Conclusion
The reviewed HVAC service contract software offers diverse capabilities, but ServiceTitan leads as the top choice, excelling in comprehensive maintenance contract management and retention tools. Housecall Pro and Jobber stand out as strong alternatives—Housecall Pro for its all-in-one simplicity and Jobber for its robust automation—each catering to distinct business needs. Together, the list provides clear options for streamlining contract tasks.
Explore ServiceTitan to experience its advanced tools, and consider Housecall Pro or Jobber if specific features align better with your operations, to elevate your HVAC service management.
Tools Reviewed
All tools were independently evaluated for this comparison