HVAC field service companies are becoming g more and more indispensable today. This is due to the increase in the number of residential and business buildings that need these services. However, it can be extremely daunting for these companies to work optimally and deliver top-notch services manually, especially when they have lots of employees working with them. HVAC Field Service contractors can optimize workflows through effective automation which can be achieved through the use of HVAC Field Service Management Software.

If you are having a hard time choosing the best HVAC Field Service Management Software for your needs, be sure to read this post to the end. We have done the heavy lifting for you and compiled some of the best software solutions for HVAC Field Service Management. You can check them out below.

6 Best HVAC Field Service Management Software

  1. Jobber – Best HVAC Field Service Management Software for Small businesses
  2. FieldEdge – Best HVAC Field Service Management Software for Support
  3. Housecall Pro – Best HVAC Field Service Management Software for Small to midsize Businesses
  4. ServiceTitan – Best HVAC Field Service Management Software for Large Businesses
  5. Service Fusion – Best HVAC Field Service Management Software for Mobile App
  6. mHelpDesk – Best HVAC Field Service Management Software for Overall Features

1. Jobber – Best HVAC Field Service Management Software for Small businesses

PRICING: start at $39.00 a month

If you are looking for a field management software solution to help automate various aspects of your business, Jobber is one of the best options for the job. It can be used in various industries, including HVAC Field Service, to manage and automate various tasks such as scheduling jobs, optimizing routes, sending invoices and quotes via SMS, getting paid instantly, and more. The software has a dedicated team, plus a 1-on-1 training process that ensures you hit the ground running in your business automation. The goal of the software is to help you save lots of time, get more clients, and generate more revenue to further expand your business.

You will love Jobber’s flexible pricing, as well as its free trial, that allows you to get started without making a full financial commitment upfront. According to the information on the official website, the premium plan starts at around $39 for one user.

KEY FEATURES

  • Scheduling and dispatching
  • Client hub
  • Customer communication
  • Credit card processing
  • Mobile app
  • Invoicing and follow-ups
  • Online booking
  • Reporting

REASONS TO BUY

  • High performance
  • Flexible pricing

REASONS TO AVOID

  • Can get expensive if you have lots of users

2. FieldEdge – Best HVAC Field Service Management Software for Support

PRICING: Not available on the official website

FieldEdge is one of the best software solutions for HVAC, Electrical, and plumbing professionals to effectively manage and automate their operations and streamline their service delivery. The software solution is one of the most popular and trusted Field Service Management solutions and the reason for this is not far-fetched – it delivers on its promise. FieldEdge boasts loads of cutting-edge tools and functionalities such as payment processing, customer history, service agreements, a dispatch board, and more. The software has a mobile app that makes it easy for businesses and technicians to manage and run their businesses on the go.

There are no clear details about pricing information on the official website and we’ll give them a little thumbs-down for that. It should be easy for prospective users to see vital information such as pricing and other details.

KEY FEATURES

  • Scheduling and dispatching
  • Performance dashboards
  • QuickBooks integration
  • Service agreements
  • Price presentation
  • Customer management
  • Mobile CRM
  • Quotes and invoicing

REASONS TO BUY

  • Excellent customer support
  • Multiple integration options

REASON TO AVOID

  • No clear pricing information

3. Housecall Pro – Best HVAC Field Service Management Software for Small to midsize Businesses

PRICING: starts at $49.00 a month

Housecall Pro is a robust cloud-based field service management software solution that allows technicians and service professionals to manage and automate their workflows and streamline their service delivery. The solution has a user-friendly interface that tends to appeal to a large section of service professionals. Who doesn’t love an easy-to-use dashboard and interface? It also has a mobile app that offers users lots of flexibility and makes it easy for them to keep abreast with various actions and prompts on their accounts. Housecall Pro offers several cool features including real-time customer notifications, email marketing automation, job scheduling, automated receipts, text message capabilities, GPS tracking, and more.

Housecall Pro has a free trial for users who would like to try out the platform for free for a limited time before committing to a paid plan.

KEY FEATURES

  • Customer management
  • Automated marketing
  • Online booking
  • Scheduling
  • Invoicing
  • Consumer financing
  • Website builder
  • Reporting

REASONS TO BUY

  • Easy to use
  • Affordable pricing

REASON TO AVOID

  • Support can be better

4. ServiceTitan – Best HVAC Field Service Management Software for Large Businesses

PRICING: Not available on the official website

If you are a service professional and looking for a field service software solution to help take your business to the next level, you may want to take a look at ServiceTitan. It is one of the most trusted field service software solutions in the market right now and that is because service professionals are drawn to its efficient and effective service. ServiceTitan is an easy-to-use platform and offers interesting features such as job scheduling, invoicing and billing, dispatch, reporting, and more.

There is no clear information about its pricing though, so you may have to request a quote to get the details.

KEY FEATURES

  • Dispatching
  • Call booking
  • Reporting
  • QuickBooks integration
  • Financing
  • Customer experience
  • Marketing

REASONS TO BUY

  • Improved and regular updates
  • User-friendly interface

REASON TO AVOID

  • Average customer support

5. Service Fusion – Best HVAC Field Service Management Software for Mobile App

PRICING: starts at $126.00 a month (billed annually)

Service Fusion is a comprehensive field service management software solution that helps businesses and service professionals automate and manage their business and service workflow. When you go through several independent reviews online about the Best HVAC Field Service Management Software solution, the chances are that you will come across Service Fusion multiple times, and that’s because it is trusted by many. The software offers several cool features such as credit card processing, inventory management, and invoicing, just to mention a few. Service Fusion has a simple user interface, which means newbies can easily get started and hit the ground running in no time.

KEY FEATURES

  • Customer management
  • Scheduling and dispatching
  • Payment processing
  • Estimate options
  • Invoicing
  • Text message alerts
  • Reporting

REASONS TO BUY

  • Excellent performance
  • Easily customizable

REASON TO AVOID

  • It’s a bit expensive for small businesses

6. mHelpDesk – Best HVAC Field Service Management Software for Overall Features

PRICING: Not available on the official website

mHelpDesk is an effective field service management software solution that helps businesses and technicians manage and automate their workflow and expand their business to reach a wider audience.

Whether you are into HVAC, electrical work, plumbing, or other services, you can always count on mHelpDesk to give you the leverage you need to move your business from where it is to where it ought to be. The software offers lots of interesting features that appeal to many businesses and service providers.

KEY FEATURES

  • Estimates and quotes
  • Online booking
  • Lead management
  • Workflow management
  • Job management
  • Scheduling and dispatch
  • GPS tracking
  • Inventory tracking

REASONS TO BUY

  • Intuitive user interface
  • Free trial

REASON TO AVOID

  • Customer support is average at best

References and Links

  • https://www.softwareadvice.com/field-service/hvac-comparison/
  • https://www.capterra.com/hvac-software/
  • https://tech.co/field-service-management/best-hvac-software
  • https://www.fool.com/the-ascent/small-business/field-service-management/articles/hvac-software/
  • https://www.getapp.com/industries-software/hvac/f/crm-integration/
  • https://www.theedigital.com/blog/the-best-field-service-management-software-for-hvac-companies