Quick Overview
- 1#1: ServiceTitan - All-in-one platform for managing HVAC, plumbing, and electrical service businesses with dispatching, invoicing, and marketing tools.
- 2#2: Housecall Pro - Field service management software that streamlines scheduling, dispatching, invoicing, and payments for mechanical contractors.
- 3#3: Jobber - Cloud-based business management tool for home service pros including mechanical contractors, handling quotes, jobs, and billing.
- 4#4: FieldEdge - Specialized software for HVAC and plumbing contractors offering mobile dispatching, inventory tracking, and flat-rate pricing.
- 5#5: SuccessWare - Complete business platform tailored for HVAC contractors with CRM, accounting integration, and performance analytics.
- 6#6: Service Fusion - Field service software for plumbing, HVAC, and electrical trades featuring scheduling, GPS tracking, and QuickBooks integration.
- 7#7: Workiz - Mobile-first field service app for mechanical contractors supporting call booking, technician dispatch, and real-time updates.
- 8#8: ServSuite - End-to-end management solution for HVAC, plumbing, and electrical contractors with routing, inventory, and reporting features.
- 9#9: FieldPulse - Simple field service management for trades like mechanical contracting, including job scheduling, invoicing, and customer portals.
- 10#10: Procore - Construction management platform used by mechanical contractors for project tracking, RFIs, submittals, and financials.
We evaluated tools based on comprehensive feature sets (including mobile capabilities, inventory tracking, and accounting integrations), user-friendly design, reliability, and value, ensuring they cater to the unique needs of HVAC, plumbing, and electrical contracting businesses.
Comparison Table
Mechanical contractors rely on specialized software to manage operations, and this comparison table evaluates key tools like ServiceTitan, Housecall Pro, Jobber, FieldEdge, SuccessWare, and more—outlining features, pricing, and usability. Readers will discover how each platform addresses scheduling, invoicing, and job tracking needs, helping them identify the best fit for their business.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan All-in-one platform for managing HVAC, plumbing, and electrical service businesses with dispatching, invoicing, and marketing tools. | enterprise | 9.4/10 | 9.7/10 | 8.2/10 | 8.7/10 |
| 2 | Housecall Pro Field service management software that streamlines scheduling, dispatching, invoicing, and payments for mechanical contractors. | specialized | 8.9/10 | 9.2/10 | 8.7/10 | 8.5/10 |
| 3 | Jobber Cloud-based business management tool for home service pros including mechanical contractors, handling quotes, jobs, and billing. | specialized | 8.7/10 | 8.5/10 | 9.2/10 | 8.3/10 |
| 4 | FieldEdge Specialized software for HVAC and plumbing contractors offering mobile dispatching, inventory tracking, and flat-rate pricing. | specialized | 8.4/10 | 8.8/10 | 7.9/10 | 7.8/10 |
| 5 | SuccessWare Complete business platform tailored for HVAC contractors with CRM, accounting integration, and performance analytics. | specialized | 8.2/10 | 8.5/10 | 7.5/10 | 7.8/10 |
| 6 | Service Fusion Field service software for plumbing, HVAC, and electrical trades featuring scheduling, GPS tracking, and QuickBooks integration. | specialized | 8.4/10 | 8.7/10 | 8.2/10 | 7.9/10 |
| 7 | Workiz Mobile-first field service app for mechanical contractors supporting call booking, technician dispatch, and real-time updates. | specialized | 8.1/10 | 8.4/10 | 8.0/10 | 7.7/10 |
| 8 | ServSuite End-to-end management solution for HVAC, plumbing, and electrical contractors with routing, inventory, and reporting features. | enterprise | 7.6/10 | 8.1/10 | 7.0/10 | 7.4/10 |
| 9 | FieldPulse Simple field service management for trades like mechanical contracting, including job scheduling, invoicing, and customer portals. | specialized | 8.3/10 | 8.1/10 | 9.0/10 | 7.9/10 |
| 10 | Procore Construction management platform used by mechanical contractors for project tracking, RFIs, submittals, and financials. | enterprise | 8.2/10 | 8.7/10 | 7.6/10 | 7.4/10 |
All-in-one platform for managing HVAC, plumbing, and electrical service businesses with dispatching, invoicing, and marketing tools.
Field service management software that streamlines scheduling, dispatching, invoicing, and payments for mechanical contractors.
Cloud-based business management tool for home service pros including mechanical contractors, handling quotes, jobs, and billing.
Specialized software for HVAC and plumbing contractors offering mobile dispatching, inventory tracking, and flat-rate pricing.
Complete business platform tailored for HVAC contractors with CRM, accounting integration, and performance analytics.
Field service software for plumbing, HVAC, and electrical trades featuring scheduling, GPS tracking, and QuickBooks integration.
Mobile-first field service app for mechanical contractors supporting call booking, technician dispatch, and real-time updates.
End-to-end management solution for HVAC, plumbing, and electrical contractors with routing, inventory, and reporting features.
Simple field service management for trades like mechanical contracting, including job scheduling, invoicing, and customer portals.
Construction management platform used by mechanical contractors for project tracking, RFIs, submittals, and financials.
ServiceTitan
enterpriseAll-in-one platform for managing HVAC, plumbing, and electrical service businesses with dispatching, invoicing, and marketing tools.
True flat-rate pricing system with built-in catalogs and real-time job costing for guaranteed profitability on every service call
ServiceTitan is a comprehensive cloud-based platform tailored for mechanical contractors in HVAC, plumbing, and electrical services, managing everything from scheduling and dispatching to invoicing and customer management. It offers robust tools like mobile apps for technicians, flat-rate pricing catalogs, and real-time GPS tracking to optimize field operations. The software integrates seamlessly with accounting systems like QuickBooks, providing end-to-end visibility into job profitability and business performance.
Pros
- All-in-one platform eliminates need for multiple tools, covering dispatching, CRM, and marketing
- Powerful mobile app with GPS and real-time updates boosts technician efficiency
- Advanced analytics and reporting deliver deep insights into profitability and operations
Cons
- High pricing can be prohibitive for small contractors
- Steep learning curve requires significant training and onboarding time
- Customization and advanced features often incur extra costs
Best For
Scaling mechanical contracting firms with 10+ technicians needing enterprise-grade tools to manage complex operations and drive growth.
Pricing
Custom quotes starting at around $265 per user/month (minimum 5-10 users), with annual contracts and additional fees for premium modules.
Housecall Pro
specializedField service management software that streamlines scheduling, dispatching, invoicing, and payments for mechanical contractors.
Visual Dispatch Board with AI-powered route optimization and drag-and-drop scheduling
Housecall Pro is a comprehensive field service management platform tailored for home service businesses, including mechanical contractors in HVAC, plumbing, and electrical fields. It offers tools for scheduling, dispatching, invoicing, payments, and customer relationship management, all accessible via a user-friendly mobile app for technicians. The software integrates seamlessly with QuickBooks and features real-time GPS tracking to optimize field operations.
Pros
- Robust scheduling and real-time dispatching with GPS tracking
- Strong mobile app for on-the-go invoicing and job management
- Seamless QuickBooks integration and automated payment processing
Cons
- Pricing scales quickly for larger teams
- Advanced reporting locked behind higher tiers
- Occasional glitches in mobile app during high-volume use
Best For
Small to mid-sized mechanical contracting firms needing all-in-one job management and dispatching for efficient field operations.
Pricing
Starts at $65/month for Essential (1 user), Team plan at $165/month (up to 5 users + $49/additional user), with custom Enterprise pricing.
Jobber
specializedCloud-based business management tool for home service pros including mechanical contractors, handling quotes, jobs, and billing.
Client Hub with self-service booking portal, enabling customers to request services, view quotes, and pay invoices directly online
Jobber is a cloud-based field service management software tailored for small to medium-sized service businesses, including mechanical contractors like HVAC, plumbing, and electrical pros. It handles end-to-end operations such as quoting, scheduling, dispatching, invoicing, and payments, with a strong mobile app for field technicians. The platform emphasizes simplicity and client communication through features like a self-service client hub and automated reminders.
Pros
- Intuitive scheduling and dispatching with drag-and-drop calendar and GPS tracking
- Seamless mobile app for techs to update job status, capture signatures, and process payments on-site
- Strong integrations with QuickBooks, Google Calendar, and payment processors
Cons
- Limited advanced inventory and parts tracking for complex mechanical projects
- Pricing scales quickly with team size and add-ons, becoming expensive for larger operations
- Reporting capabilities are solid but lack deep customization for specialized analytics
Best For
Small to mid-sized mechanical contractors focused on residential service calls and maintenance who want an user-friendly platform without steep learning curves.
Pricing
Starts at $49/month (Lite, solo user), Core ($149-$429/month for 1-7 users), Grow ($349-$1,149/month), billed annually with custom enterprise options.
FieldEdge
specializedSpecialized software for HVAC and plumbing contractors offering mobile dispatching, inventory tracking, and flat-rate pricing.
Visual dispatching board with real-time technician ETAs and geofencing for optimized routing
FieldEdge is a field service management software tailored for mechanical contractors in HVAC, plumbing, and electrical services. It provides tools for scheduling, dispatching, technician tracking, invoicing, and service agreement management via a centralized platform. The software integrates with QuickBooks for seamless accounting and offers a mobile app for field technicians to access job details, update statuses, and capture signatures in real-time.
Pros
- Comprehensive dispatching with drag-and-drop scheduling and GPS tracking
- Seamless QuickBooks integration for automated invoicing and payments
- Robust service agreement and maintenance contract management
Cons
- Steep learning curve due to feature-dense interface
- Pricing can be high for smaller teams
- Limited reporting customization without add-ons
Best For
Mid-sized mechanical contracting firms with 10+ technicians needing integrated dispatching and accounting.
Pricing
Custom quote-based pricing starting around $115 per user/month, with tiers based on features and users; includes implementation fees.
SuccessWare
specializedComplete business platform tailored for HVAC contractors with CRM, accounting integration, and performance analytics.
Dynamic dispatch board with performance analytics that optimizes technician routes and measures job efficiency in real-time
SuccessWare is a comprehensive field service management software tailored for mechanical contractors, including HVAC, plumbing, and electrical services. It provides tools for scheduling, dispatching, invoicing, CRM, inventory management, and flat-rate pricing to streamline operations. The platform emphasizes technician productivity with mobile apps and integrates deeply with QuickBooks for seamless accounting.
Pros
- Powerful dispatching and scheduling with real-time technician tracking
- Seamless QuickBooks integration for effortless accounting
- Robust flat-rate pricing and upsell tools to boost revenue
Cons
- Steep learning curve for new users
- Pricing can be high for smaller teams
- Interface feels dated compared to modern competitors
Best For
Mid-sized mechanical contractors seeking an all-in-one platform with strong focus on technician performance and accounting integration.
Pricing
Quote-based pricing; typically $125-$250 per user/month depending on modules and company size.
Service Fusion
specializedField service software for plumbing, HVAC, and electrical trades featuring scheduling, GPS tracking, and QuickBooks integration.
Visual drag-and-drop dispatch board with real-time technician tracking and job optimization
Service Fusion is an all-in-one field service management software tailored for mechanical contractors handling HVAC, plumbing, electrical, and refrigeration services. It provides robust tools for scheduling, dispatching, technician mobile access, inventory tracking, invoicing, and payments, with strong QuickBooks integration. The platform emphasizes streamlining operations from quote to cash, including service agreements for recurring revenue.
Pros
- Comprehensive all-in-one platform covering dispatching, invoicing, and CRM
- Intuitive mobile app for technicians with GPS and real-time updates
- Seamless QuickBooks integration for accurate accounting
Cons
- Pricing can be steep for smaller teams
- Some advanced customization requires higher tiers
- Occasional reports of slower customer support response times
Best For
Small to mid-sized mechanical contractors seeking an integrated solution for field service operations and recurring service management.
Pricing
Starts at $149/user/month (billed annually) for Essentials plan; Pro at $249/user/month and Enterprise custom pricing.
Workiz
specializedMobile-first field service app for mechanical contractors supporting call booking, technician dispatch, and real-time updates.
Real-time call booking that instantly converts calls into scheduled jobs with customer details
Workiz is a cloud-based field service management software tailored for mechanical contractors, plumbers, HVAC technicians, and similar trades. It streamlines operations with features like drag-and-drop scheduling, real-time dispatching, mobile job management, invoicing, and QuickBooks integration. The platform also includes CRM tools, payment processing, and GPS tracking to enhance efficiency from office to field.
Pros
- Intuitive mobile app for technicians with offline access
- Seamless QuickBooks and payment integrations
- Robust scheduling and GPS dispatching tools
Cons
- Pricing scales quickly with users and features
- Limited advanced reporting without add-ons
- Occasional customer support delays
Best For
Small to mid-sized mechanical contracting firms needing an all-in-one mobile-first solution for field operations.
Pricing
Starts at $65/user/month (Basic), $165/month for up to 5 users (Pro), with custom Enterprise pricing.
ServSuite
enterpriseEnd-to-end management solution for HVAC, plumbing, and electrical contractors with routing, inventory, and reporting features.
Advanced dispatch board with color-coded scheduling, real-time technician availability, and automated routing optimization
ServSuite is a comprehensive field service management software designed specifically for mechanical contractors in HVAC, plumbing, electrical, and related trades. It provides tools for scheduling, dispatching, job tracking, invoicing, CRM, and inventory management, with a strong emphasis on mobile access for technicians. The platform integrates seamlessly with QuickBooks and supports service agreements, estimating, and reporting to streamline operations from office to field.
Pros
- Robust dispatching and scheduling with drag-and-drop interface
- Powerful mobile app for real-time job updates and GPS tracking
- Seamless QuickBooks integration for accounting
Cons
- User interface feels dated and less intuitive for new users
- Customer support response times can be inconsistent
- Pricing scales quickly for larger teams without small business tiers
Best For
Mid-sized mechanical contractors seeking an all-in-one platform for field service dispatch, technician management, and basic accounting integration.
Pricing
Quote-based pricing starting around $100-$150 per user/month for core features, with add-ons for advanced modules and enterprise plans exceeding $300/user/month.
FieldPulse
specializedSimple field service management for trades like mechanical contracting, including job scheduling, invoicing, and customer portals.
Real-time dispatching board with drag-and-drop scheduling and technician GPS for optimized routing
FieldPulse is a cloud-based field service management platform tailored for contractors, including mechanical services like HVAC, plumbing, and electrical work. It enables efficient job scheduling, dispatching, real-time technician tracking via mobile app, invoicing, and payment processing directly in the field. The software integrates with QuickBooks for seamless accounting and supports service contracts and customer portals for recurring maintenance jobs.
Pros
- Intuitive mobile app for field technicians with GPS tracking and job updates
- Seamless QuickBooks integration for effortless accounting
- Fast invoicing and payment collection, including card swipes in the field
Cons
- Limited advanced estimating and takeoff tools compared to specialized software
- Reporting capabilities lack depth for complex analytics
- Pricing scales quickly with users and advanced features
Best For
Small to mid-sized mechanical contractors prioritizing simple scheduling, dispatching, and mobile field management over deep customization.
Pricing
Starts at $65/user/month (Essentials), $95/user/month (Pro), up to $149/user/month (Elite), billed annually with a minimum of 3 users.
Procore
enterpriseConstruction management platform used by mechanical contractors for project tracking, RFIs, submittals, and financials.
Portfolio-level analytics and financials that provide enterprise-wide insights across multiple mechanical projects
Procore is a comprehensive cloud-based construction management platform designed to streamline project workflows from bidding to closeout. For mechanical contractors, it excels in managing documents, RFIs, submittals, daily logs, and financials critical for HVAC, plumbing, and piping installations. Its mobile app enables real-time field updates, while integrations support coordination with architects, engineers, and other trades on complex projects.
Pros
- Comprehensive tools for document control, RFIs, and submittals tailored to mechanical project coordination
- Powerful mobile app for field productivity and real-time updates
- Robust financial management and reporting for accurate job costing
Cons
- Steep learning curve and complex initial setup
- High cost may not suit small mechanical firms
- Lacks deep specialization in mechanical-specific tools like advanced pipe/duct estimating
Best For
Mid-to-large mechanical contractors managing multi-trade commercial projects that require enterprise-grade collaboration and analytics.
Pricing
Custom quote-based pricing, typically $375-$625 per user/month or $10,000+ annually based on projects and users.
Conclusion
The top 10 mechanical contractor software options each offer unique strengths, from all-in-one platforms to specialized tools. ServiceTitan leads as the best choice, excelling in integrating dispatching, invoicing, and marketing, while Housecall Pro and Jobber shine in streamlined scheduling and cloud-based simplicity respectively. Together, they cater to diverse business needs, ensuring contractors find tools that enhance efficiency and growth.
Don’t miss out on optimizing your mechanical contracting operations—start with ServiceTitan, the top-ranked solution, or explore Housecall Pro and Jobber for tailored features that fit your workflow.
Tools Reviewed
All tools were independently evaluated for this comparison