If you’re a contractor in the HVAC systems installation field or own an HVAC business, then you are likely always looking to maximize productivity and increase your profits. Consider purchasing HVAC software to automate the management and implementation of your services.
A great HVAC software will support all your working processes and improve customer experience. We’ve compiled a list of the 13 best HVAC software available right now to help you choose the right one for your business.
Top 13 Best HVAC Software
| Brand | Starting price | Best for |
|---|---|---|
| 1. Housecall Pro | $49 – $109/month | Overall |
| 2. Connecteam | $47 – $79/month | Mobile employees |
| 3. HoneyBook | $9 – $39/month | Contracts, proposals, and invoicing |
| 4. mHelpDesk | $374/month | Small businesses |
| 5. Servicetrade | $79 – $159/month | Customer service features |
| 6. Service Fusion | $125 – $339/month | Beginners |
| 7. ThermoGRID | $110/month | Affordability |
| 8. FieldEdge | $100/month | Customer management |
| 9. ServiceTitan | $398/month | Customer financing |
| 10. Jobber | $29/month | Integrations |
| 11. Smart Service | $129/month | Scheduling features |
| 12. Joblogic | $40 – $50/month | Onboarding team |
| 13. Knowify | $68/month | Job costing features |
1. Housecall Pro – Best Overall
Pricing: Housecall Pro offers three different packages. The Basic plan is $49/month (billed annually), the Essentials plan is $109/month (billed annually). For Housecall Pro’s Max plan pricing, please visit their website.
Housecall Pro has a lot of experience with managing and improving businesses because it covers a wide range of industries. Housecall Pro’s software includes many helpful features, such as automated scheduling, billing and invoicing, calendar management, contact database, and contract/license management. Housecall Pro’s HVAC software is available across the U.S. and Canada.
| Pros | Cons |
| Excellent customer support team | Occasional glitches |
| The software is very easy to integrate | Limited customization options |
| Easy to use | No route optimization |
| Includes marketing tools | – |
| Covers most industries | – |
2. Connecteam – Best for Mobile Employees
Pricing: Connecteam’s pricing model is free, open-source, and subscription-based. Their most basic package is $47/month, or $39/month (billed annually). Connecteam’s more comprehensive packages range from $79/month to $159/month (billed annually), and they also offer an enterprise package for custom pricing.
Connecteam is an all-in-one software specifically designed for mobile employees. The software includes multiple tools to improve employee communication, training and onboarding, timesheets management, files storage, and more. Connecteam HVAC software is highly customizable, so you can choose to activate the features you need. Over 8,000 companies and 10,000 employees worldwide trust Connecteam.
| Pros | Cons |
| Add the functions you want | A couple of the features could be improved |
| Extremely intuitive user interface | Occasional feature malfunction |
| Excellent messaging and chat options | – |
| Comprehensive set of features | – |
| Professional tech support | – |
>>MORE: HR Management Software | Contact Database Software | Application Development Software | Personal Accounting Software
3. HoneyBook – Best for Proposals, Contracts, and Invoicing
Pricing: HoneyBook offers a 7-day free trial. The Starter plan is $9/month, the Unlimited plan is $39/month, and the Unlimited Annual plan is $390/year.
HoneyBook HVAC software will help you manage all your business processes from projects, booking clients, sending invoices, and handling payments. The software lets users respond to clients with automated appointment requests and follow-ups through personalized templates. Another feature lets users send automated payment and task reminders based on specific projects. HoneyBook integrates with tools such as Gmail, Google Calendar, Quickbooks, and Calendly.
| Pros | Cons |
| User-friendly | A couple of the features could be improved |
| Fully customizable | Initial implementation could be somewhat difficult |
| Excellent support team | – |
| Great built-in features | – |
| Great integrations | – |
4. mHelpDesk – Best for Small Businesses
Pricing: Please visit mHelpDesk’s website to request a demo and for pricing options.
Two former Lockheed Martin engineers founded mHelpDesk. The software has most of the features an HVAC business would need, and it is geared toward helping small to medium-sized companies grow. Some key features include GPS tracking and route optimization, Quickbooks integration, live chat customer support, analytics reporting, and customer-employee communication.
| Pros | Cons |
| Very customizable | Pricey |
| Uninterrupted service available for the offline version | Reporting tools are somewhat complicated |
| Many important and useful features | Not great for large companies |
| The software works with mobile apps | – |
| User-friendly | – |
5. ServiceTrade – Best Customer Service Features
Pricing: ServiceTrade pricing starts from $79/month for the most basic plan to $159/month for the most comprehensive plan geared toward enterprises.
ServiceTrade will help your business manage job and technician scheduling, as well as routing. The software has excellent customer service features that enable online engagement. Over 700 businesses trust ServiceTrade with their operations.
| Pros | Cons |
| The software is easy to implement | Some features could be improved or updated |
| Excellent customer service team | Loading speeds could be improved |
| Great scheduling feature | – |
| New features are added constantly | – |
| Intuitive user interface | – |
6. Service Fusion – Best for beginners
Pricing: Service Fusion’s Starter edition is at $125/month, the Plus edition is $186/month, and the Pro edition is $339/month. All Service Fusion editions are available for unlimited users.
Service Fusion is an extremely user-friendly software. The software can help you create and schedule estimates in less than a minute. Some of Service Fusion’s features include tracking equipment history, creating commission reports, and invoicing and processing credit cards. This highly affordable software also integrates with QuickBooks. While the software isn’t the only solution that integrates with QuickBooks, Service Fusion is an Intuit QuickBooks Solution Provider, so users can get discounts on other Intuit products.
| Pros | Cons |
| Very user-friendly | Inventory management features are not optimized |
| No hidden fees or contracts | No free trial |
| Intuitive user interface | Integrations with popular add-ons are limited |
| The software is customizable | – |
| Great customer support | – |
7. ThermoGRID – Best for Affordability
Pricing: Please visit the ECi Software Solutions website to request a demo of ThermoGRID and for pricing options.
ThermoGRID’s dedicated team of experts will make sure the software does what you need it to do. While ThermoGRID doesn’t have a few key features that other solutions provide, it can still perform most of the same functions as its competitors.
The software also comes at a much lower price than other solutions. Some features of ThermoGRID include invoicing, scheduling and dispatching, analytics reporting, GPS tracking, and a customer call center.
| Pros | Cons |
| Excellent analytics and reporting tools | The software tends to lag at times |
| Large catalog of features | Lacking some integrations, namely Quickbooks |
| Very reasonably priced | No payment options feature |
| The software is easy to use | – |
| Friendly and professional customer support | – |
8. FieldEdge – Best for Customer Management
Pricing: Request a demo and inquire about pricing options for the FieldEdge software via their website.
If your business needs extra help with customer management, then look no further! FieldEdge includes an excellent customer management feature that lets users view invoices, agreements, quotes, work order history, and equipment.
The software also provides an extensive overview of all customers and completed job orders. FieldEdge will let you better understand what your customers need without asking them.
| Pros | Cons |
| Excellent customer service | The software lacks in-depth or interactive reporting |
| New features are continuously added | Missing some key features |
| Intuitive user interface | The software can be finicky after an update |
| Links to QuickBooks | Jobs feature could be improved |
| Software is relatively simple to use | – |
9. ServiceTitan – Best for Offering Customer Financing
Pricing: Fill out a quick survey on ServiceTitan’s website to receive a free demo.
ServiceTitan helps users create a more efficient customer financing application process. ServiceTitan’s mobile app will let your customers apply for financing directly and receive instant approval. ServiceTitan claims that its financing feature has resulted in a 17% revenue increase, a 19% increase in technicians that offer financing options, and an 11% average ticket price increase.
The software’s financing feature can also be customized and offers are calculated automatically. Some other key features include ROI tracking and heat maps that track revenue generated in different areas.
| Pros | Cons |
| Top-notch customer support | Implementation can take some time |
| The software includes a vast set of key features | Missing some key features |
| Great invoicing and job scheduling features | Reporting feature could be improved |
| The mobile app is user-friendly | The software is more technician driven than administrative driven |
| Customizable troubleshooting and job arrival/completion forms | – |
10. Jobber – Best Integrations
Pricing: Jobber offers three different packages for its software starting from $29/month to $199/month (billed annually). You can also try Jobber for free for a limited time. All plans come with free customer support.
Jobber is a cloud-based software designed for small and midsize HVAC businesses. Jobber does a better job than some HVAC software at integrating with other CRM solutions, accounting platforms, and payment tools.
The software helps users with estimates, quotes, online payments, invoicing, dispatching, and customer relationship management, among other things. Jobber also lets users create automated draft estimates and quote reminders.
| Pros | Cons |
| The software is easy to use and can be learned quickly | Pricey |
| The batch invoice creation tool is very helpful | Dashboard in the mobile app could be improved |
| Great invoicing and job scheduling features | Reporting feature could be improved |
| The mobile app is user-friendly | Live online booking platform could be improved |
| New features are constantly added | – |
11. Smart Service– Best Scheduling Features
Pricing: Users can purchase Smart Service for $129.00/month/user. To request a demo, please visit their website.
If you’re already using QuickBooks to manage your accounting, then Smart Service might be a great option for you. Smart Service is a direct QuickBooks add-on that helps users with scheduling, billing, customer management, work orders, dispatch, and more. The software pulls data directly from your QuickBooks database, so you don’t have to waste time rebuilding your client databases.
| Pros | Cons |
| The software is very customizable | Requires highly-skilled administrators |
| The scheduling feature is very simple and easy to use | Conflicting layers/windows for data |
| Great dispatch tool | The software can be a bit slow when syncing |
| Seamless integration with QuickBooks | Occasional glitches |
| Easy to navigate through work orders and customers | – |
12. Joblogic– Best Onboarding Team
Pricing: Joblogic offers three different packages for its software. The Basic package is $40/month and the Premium package is $50/month. For enterprise pricing, please visit Joblogic’s website.
Joblogic is great for companies of all sizes. This software has a simple interface that can easily integrate with other accounting software like Quickbooks. Joblogic has a large range of features, such as scheduling, reporting, invoicing, job dispatching, and real-time engineer tracking. The Joblogic mobile app allows for better communication between the back office and technicians.
| Pros | Cons |
| The software is easy to use | Filtering options need some tweaking for searching |
| Intuitive interface | Reporting features could be improved |
| Excellent menu structure | – |
| Supportive on-boarding teams that can be reached through live Chat service/phone/email | – |
>>MORE: Accounting Software For Handyman Business | Field Service Software | Vendor Field Service Management Software | Free Resource Management Software
13. Knowify– Best Job Costing Features
Pricing: Knowify software pricing starts at $68/month to $264/month. For enterprise pricing, please contact a Knowify sales representative.
Knowify is a great software for improving scheduling and helping you pinpoint where your business could be optimized better. Some key features include detailed purchasing and catalog management, service tickets, project management, change order management, ACH/credit card payment processing, time tracking, process invoicing, and AIA billing.
| Pros | Cons |
| Excellent customer service | The service ticket side of the software could be improved |
| 2-way sync with QuickBooks | Lack of pagination customization |
| Ability to create AIA style billings | The software could be difficult to learn at first |
| Integrations with some great apps like TSheets and ClockShark | – |
Important Questions to Ask When Evaluating HVAC Software
Will your HVAC software be the right fit for my business?
An HVAC software is not a standard purchase. Think about what part of your business you are trying to improve and try to find an HVAC software that will help you achieve those specific goals.
What does your HVAC software store in each customer’s account?
A great HVAC software will store contact information including name, phone number, address, email address, and more. Upcoming appointments, job history, files, technical information, records of communication, and service reminders will also be stored within reliable HVAC software.
What are the main benefits of your HVAC software?
An excellent HVAC software provider should be able to highlight key features of its software and how they will help you make your business more efficient. Make sure that the HVAC software you choose remembers service history details to help you exceed your customers’ expectations. A good HVAC software will also help you easily retrieve technical information and enhance customer communication through automation.
How much training will be required?
Understand how much time you can spend on training your teams on a new HVAC software. A more complex HVAC software could require longer training times, so it’s important to make sure that the provider you choose includes a professional customer service team.
What features are included in good HVAC software?
An excellent HVAC software will keep all your data in one place. It will also provide reliable communication tools for information exchange between the office and the field. Some specific features to look for include job scheduling and dispatching, mobile access, work order management, inventory management, reporting and analytics, and automated route planning. Create a complete list of requirements specific to your needs before browsing for HVAC software.