Quick Overview
- 1#1: Housecall Pro - All-in-one field service management software for HVAC businesses, handling scheduling, dispatching, invoicing, and payments.
- 2#2: Jobber - Comprehensive business management platform for small service pros like HVAC, with quoting, scheduling, invoicing, and client communication.
- 3#3: ServiceTitan - Powerful end-to-end platform for HVAC contractors, optimizing operations from marketing to dispatching and reporting.
- 4#4: FieldEdge - HVAC-specific field service software that streamlines dispatching, technician management, and flat-rate pricing.
- 5#5: Service Fusion - Cloud-based field service tool for small HVAC teams, featuring scheduling, GPS tracking, invoicing, and QuickBooks integration.
- 6#6: SuccessWare - Tailored business management software for HVAC contractors, covering CRM, dispatching, accounting, and inventory.
- 7#7: Kickserv - Simple scheduling and invoicing software designed for small HVAC and service businesses to manage jobs and customers.
- 8#8: FieldPulse - Mobile-first field service app for HVAC pros, enabling job tracking, estimates, and real-time communication.
- 9#9: RazorSync - Mobile workforce management for HVAC small businesses, with scheduling, invoicing, and GPS dispatching.
- 10#10: Fergus - Trade business software for HVAC and plumbing, focusing on job management, quoting, timesheets, and supplier integration.
We evaluated tools based on depth of features, usability for small business workflows, quality of support, and overall value, prioritizing those that cater to HVAC-specific needs while offering flexibility for growth.
Comparison Table
This comparison table examines popular HVAC small business software tools, including Housecall Pro, Jobber, ServiceTitan, FieldEdge, Service Fusion, and more, to guide users in selecting the right solution for their operational needs. Readers will discover key features, pricing nuances, and usability insights to streamline scheduling, invoicing, and customer management.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Housecall Pro All-in-one field service management software for HVAC businesses, handling scheduling, dispatching, invoicing, and payments. | specialized | 9.3/10 | 9.5/10 | 9.1/10 | 8.9/10 |
| 2 | Jobber Comprehensive business management platform for small service pros like HVAC, with quoting, scheduling, invoicing, and client communication. | specialized | 9.1/10 | 9.3/10 | 9.0/10 | 8.7/10 |
| 3 | ServiceTitan Powerful end-to-end platform for HVAC contractors, optimizing operations from marketing to dispatching and reporting. | enterprise | 8.7/10 | 9.5/10 | 7.8/10 | 7.2/10 |
| 4 | FieldEdge HVAC-specific field service software that streamlines dispatching, technician management, and flat-rate pricing. | specialized | 8.0/10 | 8.5/10 | 7.5/10 | 7.8/10 |
| 5 | Service Fusion Cloud-based field service tool for small HVAC teams, featuring scheduling, GPS tracking, invoicing, and QuickBooks integration. | specialized | 8.2/10 | 8.8/10 | 7.7/10 | 7.5/10 |
| 6 | SuccessWare Tailored business management software for HVAC contractors, covering CRM, dispatching, accounting, and inventory. | specialized | 7.6/10 | 8.2/10 | 7.0/10 | 7.4/10 |
| 7 | Kickserv Simple scheduling and invoicing software designed for small HVAC and service businesses to manage jobs and customers. | specialized | 8.0/10 | 7.5/10 | 8.8/10 | 8.5/10 |
| 8 | FieldPulse Mobile-first field service app for HVAC pros, enabling job tracking, estimates, and real-time communication. | specialized | 8.2/10 | 8.5/10 | 9.0/10 | 7.8/10 |
| 9 | RazorSync Mobile workforce management for HVAC small businesses, with scheduling, invoicing, and GPS dispatching. | specialized | 7.6/10 | 8.1/10 | 7.2/10 | 7.0/10 |
| 10 | Fergus Trade business software for HVAC and plumbing, focusing on job management, quoting, timesheets, and supplier integration. | specialized | 7.6/10 | 7.4/10 | 8.4/10 | 7.7/10 |
All-in-one field service management software for HVAC businesses, handling scheduling, dispatching, invoicing, and payments.
Comprehensive business management platform for small service pros like HVAC, with quoting, scheduling, invoicing, and client communication.
Powerful end-to-end platform for HVAC contractors, optimizing operations from marketing to dispatching and reporting.
HVAC-specific field service software that streamlines dispatching, technician management, and flat-rate pricing.
Cloud-based field service tool for small HVAC teams, featuring scheduling, GPS tracking, invoicing, and QuickBooks integration.
Tailored business management software for HVAC contractors, covering CRM, dispatching, accounting, and inventory.
Simple scheduling and invoicing software designed for small HVAC and service businesses to manage jobs and customers.
Mobile-first field service app for HVAC pros, enabling job tracking, estimates, and real-time communication.
Mobile workforce management for HVAC small businesses, with scheduling, invoicing, and GPS dispatching.
Trade business software for HVAC and plumbing, focusing on job management, quoting, timesheets, and supplier integration.
Housecall Pro
specializedAll-in-one field service management software for HVAC businesses, handling scheduling, dispatching, invoicing, and payments.
Smart dispatching with AI-powered route optimization and real-time technician GPS tracking to minimize travel time and maximize daily jobs
Housecall Pro is a comprehensive field service management platform designed specifically for HVAC contractors and other home service businesses, offering tools for scheduling, dispatching, invoicing, and customer management. It features a robust mobile app for technicians, real-time GPS tracking, automated payments, and integrations with QuickBooks and other accounting software. The software also includes marketing automation, service agreement management, and performance reporting to help small businesses streamline operations and boost profitability.
Pros
- Intuitive scheduling and drag-and-drop dispatching with real-time updates
- Powerful mobile app for technicians with GPS routing and job completion tools
- Seamless invoicing, payments, and QuickBooks integration for efficient bookkeeping
Cons
- Pricing can escalate quickly with add-ons and additional users
- Inventory management is basic and may require third-party integrations
- Steeper learning curve for advanced customization and reporting
Best For
Growing HVAC small businesses with 2-20 technicians seeking an all-in-one platform for scheduling, dispatching, and customer retention.
Pricing
Starts at $65/month (Basic plan for solo users), Essentials at $129/month, Max at $229/month; billed annually with per-user fees for teams and optional add-ons like online booking.
Jobber
specializedComprehensive business management platform for small service pros like HVAC, with quoting, scheduling, invoicing, and client communication.
Request Booking portal, allowing customers to self-schedule appointments and pay online 24/7
Jobber is an all-in-one field service management software tailored for HVAC small businesses, enabling efficient job scheduling, dispatching, quoting, invoicing, and customer management. It includes mobile apps for technicians to handle on-site updates, GPS tracking, and payments, while integrating with QuickBooks and other tools for seamless accounting. The platform also features client self-service portals for requests and payments, reducing administrative overhead.
Pros
- Intuitive drag-and-drop scheduling and route optimization for efficient dispatching
- Robust invoicing, payments, and QuickBooks integration for streamlined finances
- Powerful mobile app with GPS tracking and real-time job updates for field techs
Cons
- Higher-tier plans can become pricey for growing teams
- Reporting customization is somewhat limited in base plans
- Initial setup and integrations require some learning curve
Best For
Small HVAC contractors with 1-15 technicians needing an end-to-end solution for job management, billing, and customer interactions.
Pricing
Starts at $69/month for Lite (solo user), Core at $169/month (up to 5 users), Connect at $269/month (up to 10 users), Grow at $399+/month; annual discounts available.
ServiceTitan
enterprisePowerful end-to-end platform for HVAC contractors, optimizing operations from marketing to dispatching and reporting.
Smart Dispatch Pro with AI-powered optimization for real-time technician assignment and route planning
ServiceTitan is a comprehensive cloud-based field service management platform tailored for HVAC, plumbing, and electrical contractors, offering end-to-end tools for scheduling, dispatching, invoicing, and customer management. It integrates CRM, marketing automation, inventory tracking, and advanced analytics to streamline operations and drive business growth. Ideal for small to mid-sized HVAC businesses, it replaces multiple disparate tools with a unified system, though it shines most for scaling operations.
Pros
- Powerful dispatching and scheduling with AI-optimized routing
- Robust reporting and analytics for data-driven decisions
- Seamless integrations with QuickBooks, payment processors, and marketing tools
Cons
- High cost with custom quote-based pricing
- Steep learning curve and complex initial setup
- Overkill for very small teams with fewer than 5 technicians
Best For
Growing HVAC small businesses with multiple technicians seeking enterprise-level tools to scale operations efficiently.
Pricing
Custom quote-based pricing, typically starting at $265 per technician per month with minimums and additional fees for modules.
FieldEdge
specializedHVAC-specific field service software that streamlines dispatching, technician management, and flat-rate pricing.
Dynamic dispatching board with real-time technician GPS and drag-and-drop scheduling
FieldEdge is a cloud-based field service management software tailored for HVAC, plumbing, and electrical contractors, enabling efficient scheduling, dispatching, and invoicing. It features a mobile app for technicians to access job details, update statuses, capture signatures, and process payments on-site, even offline. The platform integrates with QuickBooks for seamless accounting and includes tools for inventory tracking, customer management, and reporting to optimize small business operations.
Pros
- Robust mobile app with offline capabilities
- Seamless QuickBooks integration for accounting
- Real-time dispatching and GPS tracking
Cons
- Steep initial learning curve for new users
- Pricing opaque and can be high for very small teams
- Customer support response times vary
Best For
Small to mid-sized HVAC businesses needing comprehensive field service tools with strong mobile and accounting integration.
Pricing
Custom quote-based pricing; typically $150-$300 per user/month depending on features and team size, with no public tiers.
Service Fusion
specializedCloud-based field service tool for small HVAC teams, featuring scheduling, GPS tracking, invoicing, and QuickBooks integration.
Customizable flat-rate pricing catalogs with digital job aids for quick, accurate HVAC service quoting
Service Fusion is an all-in-one field service management platform tailored for HVAC, plumbing, and electrical contractors, offering scheduling, dispatching, invoicing, CRM, and inventory tools. It features a mobile app for technicians to access jobs, update statuses, and capture signatures in real-time. The software integrates with QuickBooks and supports flat-rate pricing catalogs to streamline billing for service businesses.
Pros
- Robust scheduling and GPS dispatching
- Powerful mobile app for field technicians
- Seamless QuickBooks integration and flat-rate pricing
Cons
- Pricing can be steep for very small teams
- Moderate learning curve for new users
- Customer support response times vary
Best For
Growing HVAC small businesses with 5-20 technicians needing comprehensive field service management.
Pricing
Starts at $195/month for up to 5 users (Essentials plan); scales to $495+/month for Pro/Enterprise with more users and advanced features; custom quotes available.
SuccessWare
specializedTailored business management software for HVAC contractors, covering CRM, dispatching, accounting, and inventory.
Advanced flat-rate pricing system with built-in pricebooks and margin controls for accurate, profitable quoting.
SuccessWare is an all-in-one business management platform designed specifically for HVAC, plumbing, and electrical contractors, offering tools for scheduling, dispatching, invoicing, and inventory management. It features a robust flat-rate pricing system, mobile apps for technicians, and seamless QuickBooks integration to streamline operations. The software supports both cloud-based (SuccessWare360) and on-premise deployments, helping small businesses improve efficiency and profitability.
Pros
- Comprehensive dispatching and scheduling with real-time updates
- Powerful flat-rate pricebook for consistent pricing
- Strong integrations including QuickBooks and mobile tech apps
Cons
- Dated interface in desktop version
- Steep learning curve for full setup
- Pricing can escalate quickly for add-ons
Best For
Small HVAC contractors with 5-20 technicians needing robust field service management and flat-rate pricing tools.
Pricing
Custom quotes starting at ~$200/month for basic plans, scaling with users, features, and modules (cloud or on-premise).
Kickserv
specializedSimple scheduling and invoicing software designed for small HVAC and service businesses to manage jobs and customers.
Drag-and-drop scheduling calendar with real-time GPS technician tracking and route optimization
Kickserv is a cloud-based field service management software designed for small businesses in trades like HVAC, plumbing, and electrical services. It offers tools for scheduling, dispatching, job tracking, invoicing, and customer management, with a strong emphasis on mobile accessibility for technicians. The platform integrates with QuickBooks and includes GPS tracking to streamline operations for service-based teams.
Pros
- Intuitive drag-and-drop scheduling and dispatching
- Robust mobile app for real-time job updates and payments
- Seamless QuickBooks integration for accounting
Cons
- Limited advanced reporting and analytics
- No built-in inventory or parts management
- Customer support can be slow for non-enterprise users
Best For
Small HVAC businesses with 1-10 technicians needing simple, affordable tools for scheduling, dispatching, and invoicing.
Pricing
Starts at $59/user/month (Kickstart plan) up to $119/user/month (Enterprise), billed annually with a free trial.
FieldPulse
specializedMobile-first field service app for HVAC pros, enabling job tracking, estimates, and real-time communication.
Real-time GPS dispatching with drag-and-drop scheduling and automated technician assignment
FieldPulse is a cloud-based field service management platform tailored for HVAC, plumbing, and similar trades, offering tools for scheduling, dispatching, invoicing, and customer relationship management. It features a robust mobile app that allows technicians to access job details, update statuses in real-time, capture signatures, and process payments on-site. The software integrates with QuickBooks for seamless accounting and supports service agreements to help small businesses manage recurring maintenance contracts efficiently.
Pros
- Intuitive mobile app with offline access for field technicians
- Strong QuickBooks integration for easy accounting
- Efficient job tracking from quote to payment collection
Cons
- Pricing scales quickly with users and advanced features
- Reporting capabilities are solid but not as advanced as enterprise tools
- Limited integrations beyond core accounting software
Best For
Small HVAC businesses with 5-20 technicians seeking a mobile-first solution for daily dispatching and invoicing.
Pricing
Starts at $65/user/month (Starter), $95/user/month (Pro), $149/user/month (Elite); billed annually with discounts.
RazorSync
specializedMobile workforce management for HVAC small businesses, with scheduling, invoicing, and GPS dispatching.
GPS-enabled real-time dispatching that allows drag-and-drop scheduling visible to all techs
RazorSync is a field service management platform tailored for HVAC, plumbing, and electrical contractors, offering scheduling, dispatching, invoicing, and inventory tracking. It features a robust mobile app for technicians to access job details, update statuses, capture signatures, and process payments on-site. The software integrates seamlessly with QuickBooks for accounting and includes GPS tracking for route optimization. It's particularly effective for small businesses managing field operations but may lack depth in advanced analytics.
Pros
- Strong mobile app for real-time field updates and invoicing
- GPS dispatching and route optimization
- QuickBooks integration for seamless accounting
Cons
- Dated desktop interface with some navigation issues
- Pricing scales quickly for multiple users
- Limited built-in reporting and customization options
Best For
Small HVAC businesses with 5-20 field technicians needing mobile-first dispatching and basic invoicing.
Pricing
Starts at $65 per user/month (billed annually), with tiers based on users and features; custom quotes for larger teams.
Fergus
specializedTrade business software for HVAC and plumbing, focusing on job management, quoting, timesheets, and supplier integration.
GPS-enabled timesheeting that auto-populates job costs and tracks technician locations in real-time
Fergus is a cloud-based job management software tailored for trade businesses like HVAC, plumbing, and electrical services, primarily in Australia and New Zealand. It streamlines quoting, scheduling, timesheeting, invoicing, and purchasing with a user-friendly interface and mobile app for on-site updates. The platform emphasizes real-time job tracking and profitability insights, integrating seamlessly with accounting tools like Xero.
Pros
- Intuitive drag-and-drop scheduling and calendar
- Robust mobile app with GPS timesheeting for technicians
- Real-time job costing and profitability reporting
Cons
- Lacks advanced HVAC-specific tools like recurring maintenance contracts
- Limited integrations beyond core accounting software
- Geared more toward AU/NZ markets with regional compliance focus
Best For
Small HVAC businesses in Australia or New Zealand needing simple, mobile-first job management for fieldwork and basic admin.
Pricing
Starts at $49 AUD per user/month (billed annually) for Essentials plan; Pro at $69/user/month and Enterprise custom pricing.
Conclusion
The top tools in HVAC small business software excel at streamlining operations, with scheduling, dispatching, and invoicing at their core. Housecall Pro leads as the top choice, offering a comprehensive all-in-one solution, while Jobber and ServiceTitan prove strong alternatives, each tailored to different workflows and needs.
Ready to elevate your HVAC business? Begin with the top-ranked Housecall Pro to unlock smoother operations and greater efficiency.
Tools Reviewed
All tools were independently evaluated for this comparison