HVAC invoicing software is a specialized type of software that helps HVAC companies manage their finances and billing. This type of software can be used to create invoices, track payments, and even schedule appointments. HVAC invoicing software typically includes features such as estimating tools, payment processing, and customer management.
Choosing the right HVAC invoicing software is essential for any HVAC company. The wrong software can lead to missed appointments, late payments, and even financial problems.
There are many different types of HVAC invoicing software on the market. Some are designed for specific types of businesses, while others are more flexible and can be used by any type of HVAC company. When choosing HVAC invoicing software, it’s important to consider things like pricing, customer support, and the software’s features. Some key factors to consider include estimating tools, payment processing, CRM capabilities, scheduling options, and mobile access.
Top 6 Best HVAC Invoicing Software
- HouseCall Pro – Best overall
- ThermoGRID – Best for simplicity
- mHelpDesk – Best for small businesses
- Service Fusion – Best for QuickBooks integration
- ServiceTitan – Best for marketing
- Smart Service – Best for features
1. HouseCall Pro – Best overall
PRICING: 14-day free trial available. Plans from $65/month to $169/month.
HouseCall Pro is an award-winning field service management software that helps home service businesses manage their customers, work orders, scheduling, and payments. With HouseCall Pro, you can easily schedule appointments, dispatch technicians, track employee progress, and accept payments on the go.
Their easy-to-use app has everything you need to run your business smoothly and efficiently. Whether you’re a single technician or a large-scale operation, HouseCall Pro has the features you need to make managing your business simple and hassle-free.
KEY FEATURES:
- Invoicing, estimates, and payment capabilities
- Scheduling and dispatching with notifications
- GPS tracking
- Integrates with QuickBooks, Zapier, Gusto payroll, and more
- Live chat customer support
- Mobile app for iOS & Android
REASONS TO BUY:
- Includes marketing tools
- 24/7 customer support
- Many integrations
REASONS TO AVOID:
- Not many customization options
- Can be expensive for small businesses just starting out
2. ThermoGRID – Best for simplicity
PRICING: Contact for pricing.
ThermoGRID is a powerful cloud-based HVAC invoicing software that makes it easy and affordable to manage your business effectively. With its intuitive user interface, streamlined workflows, and customizable reporting features, ThermoGRID provides the tools you need to successfully manage your HVAC operations.
KEY FEATURES:
- Smart dispatching
- Accounting and invoicing
- Inventory, ordering, and fulfillment
- Reporting tools
- Customer management
- Service agreement management
- Mobile options
REASONS TO BUY:
- Many features
- Strong analytics and reporting tools
- Affordable pricing
REASONS TO AVOID:
- Lacks integrations
3. mHelpDesk – Best for small businesses
PRICING: Free trial available. Contact for demo and pricing.
With mHelpDesk, you can streamline your invoicing process and get paid faster. mHelpDesk is an easy-to-use invoicing software that lets you create professional invoices and manage your customers on and offline, so you don’t have to worry about being connected to the internet all the time. Whether you need a simple invoicing solution for your HVAC business or a more complex system for managing multiple service types, mHelpDesk has everything you need to stay organized and get paid on time.
KEY FEATURES:
- Contact management
- Schedule and dispatch
- Ability to view service work history for all customers
- Track HVAC units
- Work orders
- Billing and invoicing that integrates with QuickBooks
REASONS TO BUY:
- Integrates with QuickBooks
- Very customizable
- Offline version available
REASONS TO AVOID:
- No transparent pricing
- Complicated reporting tools
- Better for small businesses over large companies
4. Service Fusion – Best for QuickBooks integration
PRICING: Free demo available. From $149/month to $399/month for unlimited users.
Service Fusion is a powerful invoicing software solution that is specifically designed to meet the needs of HVAC businesses. With seamless integration with popular accounting platforms like QuickBooks, Service Fusion makes it easy to manage your invoicing and billing processes quickly and efficiently. Whether you’re looking for a way to streamline your business operations or simply want to improve your customer service, Service Fusion is the ideal solution. HVAC businesses of all sizes can benefit from Service Fusion’s robust invoicing and billing features, making it the perfect choice for any business that wants to take their HVAC operation to the next level.
KEY FEATURES:
- Customer management
- Create estimates with pre-populated product and service items
- Scheduling and dispatching
- Online invoicing and payments
- Text message notifications
- Field technician mobile app
- QuickBooks integrations
- GPS and call tracking
- Time tracking and payroll reposts
REASONS TO BUY:
- Easy to use and very user-friendly
- One of the most popular HVAC software
- Real-time communication with technicians and customers with SMS notifications
REASONS TO AVOID:
- Limited integrations
- Inventory management tools are lacking
5. ServiceTitan – Best for marketing
PRICING: Contact for pricing.
Service Titan is HVAC invoicing software that makes it easy to manage your business. With Service Titan, you can create invoices, track payments, and manage your marketing campaigns all in one place.
One of its best features is a financing tool for customers, who may use the ServiceTitan mobile app to apply and get fast approval for financing.
In addition to that, marketing tools in ServiceTitan can track the return on investment of your campaigns. It also includes a heat map that indicates how much money is generated in each sector of your city. For new campaigns, you may create customizable local and toll-free phone numbers. The amount of money generated by that advertisement will be tracked by ServiceTitan’s software.
KEY FEATURES:
- Scheduling and dispatching
- Call booking
- Invoicing
- Pricebook
- Mobile estimates
- Advanced reporting
- Payroll management
- Commission tracking
REASONS TO BUY:
- Advanced marketing software
- Customer financing options
REASONS TO AVOID:
- No transparent pricing
- Many features are locked behind higher tier options
6. Smart Service – Best for features
PRICING: Contact for pricing.
Smart Service is a cloud-based software solution that makes it easy to manage and invoice HVAC repairs, maintenance, and service. It enables you to create invoices quickly and easily – without having to spend hours creating detailed bills by hand.
With Smart Service, you can Manage your HVAC repair, maintenance, and service requests in a convenient online dashboard, track all the work completed by individual technicians or entire teams, using comprehensive reports and analytics, and automatically generate invoices for repairs, maintenance visits, and ongoing services on a monthly basis so you can easily bill your customers and get paid on time, every time.
Plus, Smart Service integrates with QuickBooks Online so you can manage your finances in one place. And, because it’s cloud-based, you can access and manage your account from anywhere with an internet connection. You’re always in control of your business, no matter where you are.
KEY FEATURES:
- Manage customer database
- Job notes and work history
- Scheduling and dispatching with optimized HVAC service routes
- Generate invoices after work is completed
- Track technicians and employee time
- Track customer installations and equipment
- Ability to receive work updates from technicians out on jobs
REASONS TO BUY:
- Huge catalog of features
- Great for businesses of all sizes
- Customizable
REASONS TO AVOID:
- More complicated than other software
- Many bugs with integrations
- No transparent pricing
References:
https://www.housecallpro.com/
https://www.ecisolutions.com/equipment-maintenance-service/thermogrid/
New Home
https://www.servicefusion.com/
https://www.servicetitan.com/
https://www.smartservice.com/hvac-software/dispatch-software-hvac/