HVAC, aka heating, ventilation, and air conditioning, is one of the largest service-based industries worldwide. It was recently reported to have an estimated $150 billion global market size, thanks to new integrations with IoT technologies.
On the frontlines of this industry are thousands of skilled HVAC technicians responsible for installation, maintenance, repair, troubleshooting, safety compliance and even customer interaction.
Most of these technicians are field-based, meaning they spend the majority of their working hours outside of a fixed location by going directly to where the complex systems are installed or maintained instead.
As you probably already know, managing a field fleet of staff can be challenging and incredibly time-consuming. That’s why many businesses opt for HVAC field service software.
Field service software helps businesses manage their operations using features like scheduling, dispatching, GPS tracking or payroll integration, consequently improving overall efficiency and productivity. With countless field service software options, finding the right one can cause a headache. Our guide aims to educate readers on the best field service software for HVAC, giving them the knowledge needed to make an informed decision.
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1
Best All-in-One HVAC Field Service Software
90 reviews
114 reviews
Workyard stands out as a complete, all-in-one software solution, ideal for HVAC businesses. It gives you the best of both worlds by featuring advanced monitoring, dispatching and scheduling power while also being easy to use thanks to a modern interface.
Precise Employee Monitoring
Tracking a large field fleet can be a real headache. Workyard’s got employee monitoring to a whole new level with precise GPS tracking that lets you know exactly where your technicians are in real time and calculate their mileage.
In addition, Workyards’s automatic clocking app detects when employees forget to clock in when arriving at a site and automatically does it for them.
Increased Crew Efficiency
Workyard’s main aim is to maximize your team’s efficiency by transforming how they communicate, travel, and complete tasks. Firstly, technicians can benefit from detailed work order instructions and report their progress using notes and images, which makes troubleshooting much more straightforward.
On top of that, Workyard lets you see which employees perform and which need to improve with individual reports on KPIs like job completion rates and driving efficiency.
Professional HVAC Templates
Workyard helps businesses track and perform maintenance operations with a library of professional HVAC templates. Use the software’s ready-made preventive maintenance checklists and general inspection forms to ensure your clients benefit from a safe, adequately maintained and long-lasting environmental control system.
Key Features:
- Time Tracking
- Scheduling & Dispatch
- GPS Tracking
- Payroll Integration
- Work Orders
- Job Costing
- Mobile App
Best Suited For:
- Construction & Specialty Contractors
- Manufacturing
- Oil & Gas
- Facilities Management
Pricing
- Free trial - 14 days (no credit card needed)
- Time Tracking - $6/mo per user
- Workforce Management – $13/mo. per user
- Custom pricing for businesses with more than 50 employees
Try Workyard free for 14 days.
No credit card needed.
2
Best HVAC Field Service Software for Bookkeeping
280 reviews
222 reviews
FieldEdge is a powerful HVAC field service software option, particularly useful for managing and processing advanced accounting operations.
Seamless QuickBooks Integration
Ensure everything runs smoothly between your field-service and your accounting software, thanks to FieldEdge’s QuickBooks integration. Every time a transaction is made by your clients, field technicians or bookkeeping team, it is automatically updated to both software systems with real-time scanning.
Advanced HVAC Invoicing
With FieldEdge, you can opt for a completely paperless invoicing system. Using professional HVAC templates, your technicians can create invoices during remote operations and send them to customers via email. Once the customer receives the invoice, they can pay on the spot right away thanks to a mobile payment processing system that accepts credit cards.
Sophisticated Customer Management
Keeping track of all your customers can be complicated, especially if you’re a large enterprise. FieldEdge makes it simple with their customer management tools that let you view entire work order histories, invoices, quotes, pending payments, service agreements and contact details – all in beautifully presented personalized dashboards.
Key Features:
- Time Tracking
- Scheduling & Dispatch
- GPS Tracking
- Invoicing & Payments
- Customer Relationship Management (CRM)
- Work Orders
- Job Costing
- Client Portal
- Mobile App
Best Suited For:
- Construction & Specialty Contractors
- Facilities Management
Pricing
- Custom - Must Book a Demo for Detailed Pricing
3
Best HVAC Field Service Software for Outsourcing
32 reviews
34 reviews
In the HVAC industry, things don’t always go to plan. During installations, technicians can come across old plumbing works or electrical cables needing removal or rearrangement. In many cases, HVAC businesses employ subcontractors to handle such issues, and Fieldpoint is the ideal monitoring software to track their performance.
Empower Your Subcontractors
Fieldpoint lets you track and empower your subcontractors in the same way HVAC field-service software optimizes your employees.
Using the Fieldpoint mobile app, subcontractors can clock their hours, follow instructions, report progress, collect signatures and close out work orders on site. Such integration is helpful for HVAC ventures wanting to offer plumbing or electrician services as another department and a new revenue stream.
Smart IoT Connectivity
IoT, aka Internet of Things, allows the HVAC industry to connect to the internet and integrate with service software. The Fieldpoint mobile app monitors how your various air conditioning devices perform in real time, allowing you to inspect and maintain the correct temperature and humidity levels.
Intelligent Analytical Insights
Fieldpoint collects analytics to generate intelligent insights indicating areas where your HVAC business performs efficiently and could improve. Key performance indicators like repair mean times and first-time fix rates let you identify which technicians are the most systematic on your field team.
Key Features:
- Time Tracking
- Scheduling & Dispatch
- GPS Tracking
- Invoicing & Payments
- Work Orders
- Job Costing
- Mobile App
Best Suited For:
- Construction & Specialty Contractors
- Facilities Management
- Oil & Gas
- Tech & IT
Pricing
- Custom - Must Book a Demo for Detailed Pricing
4
Best HVAC Field Service Software for Offline Access
62 reviews
86 reviews
Field service software works great when your team has access to the internet. Not so great when you don’t. MSI Data is a field software solution that enables full spectrum operations even in offline scenarios.
Essential Offline Capabilities
Thanks to automatic syncing, field-based employees can view detailed work orders, clock in and out, report progress, upload images and fill inspection forms even when offline. The data is then sent to the main office once the field-based employee comes back within range of mobile internet.
Smart Push Notifications
MSI Data uses smart push notifications to help technicians fulfil their tasks on time and avoid mistakes. The software sends appointment reminders or reminders notifying them of the next task on their to-do list.
These notifications can be fully customized. You can send notifications reminding technicians to fill inspection lists just before they end their day or even check the condition of the company vehicle’s oil levels. The options are endless.
Advanced Inspection Forms & Surveys
Regular maintenance inspection helps discover minor problems before they turn major, which increases the lifespan of HVAC systems, keeping your customers happy in the long run. MSI Data software provides access to an extensive library of HVAC forms, surveys and checklist templates, which you can effortlessly customize to suit your business.
Key Features:
- Time Tracking
- Scheduling & Dispatch
- GPS Tracking
- Customer Relationship Management (CRM)
- Work Orders
- Mobile App
- Payroll Integration
Best Suited For:
- Construction & Specialty Contractors
- Facilities Management
- Tech & IT
- Oil & Gas
- Manufacturing
Pricing
- Custom - Must Book a Demo for Detailed Pricing
5
Best HVAC Field Service Software for Customer Management
108 reviews
80 reviews
BuildOps is an HVAC field service software solution particularly beneficial for managing client relationships and consequently increasing revenue.
Supercharged Sales
BuildOps was designed by sales managers to empower your sales team. The software gives you access to a complete sales strategy with insights highlighting new sales opportunities, reports on areas needing improvement, mobile surveying, workforce planning reports and job price estimation, thus supercharging your way of generating more clients.
Swift Proposal Creation
Once you find new clients, it’s crucial to take the next step fast: offering a proposal or a quotation. BuildOps software is equipped with its own HVAC proposal software, which has a massive library of customizable proposal templates and calculates the price you should be charging by following current industry rates and your target profit margin.
Drag & Drop Scheduling
With BuildOps, you can select a technician, view their status in real time, and see if they are available. If so, you can schedule them for the job days, weeks or even months in advance with an easy drag-and-drop calendar. Anytime you schedule a technician, they get automatically notified via a push notification on the mobile app.
Key Features:
- GPS Tracking
- Scheduling & Dispatch
- Quotes & Estimates
- Payroll Integration
- Customer Relationship Management (CRM)
- Mobile App
- Job Costing
- Invoicing & Payments
- Client Portal
Best Suited For:
- Construction & Specialty Contractors
- Facilities Management
Pricing
- Custom - Must Book a Demo for Detailed Pricing
6
Best HVAC Field Service Software for Reporting
No reviews
5 reviews
Relatively new to the market, Striven is a complete HVAC field software program that excels in one specific area: reporting to you with helpful performance insights.
Metric-Based Reports
Striven’s range of reports is much broader than most field service alternatives. The software analyzes your analytics and calculates unique key performance indicators, including order profitability, profit margin per task, customer happiness ratings, sales commissions by rep, average task completion time by technician, revenue per task and more.
Customized Dashboards
What’s best is that Striven lets you fully customize the reporting dashboards by letting you choose which KPIs you see first when opening the software. The same goes for other sections, including the scheduling, dispatch and inventory dashboards. The whole interface can be customized to your liking, even the colours.
Supportive Marketing Tools
Striven makes generating new leads and keeping recurring customers easy with a versatile range of free marketing tools. Create automated email campaigns offering discounts, send automated reminders about upcoming maintenance dates and get customers to fill in surveys for insightful feedback.
Key Features:
- Time Tracking
- Scheduling & Dispatch
- Client Portal
- Invoicing & Payments
- Customer Relationship Management (CRM)
- Work Orders
- Job Costing
- Quotes & Estimates
- Payroll Integration
- Mobile App
Best Suited For:
- Construction & Specialty Contractors
- Manufacturing
- Facilities Management
Pricing
- Free trial - 7 days (no credit card needed)
- Standard - $35/mo per user
- Enterprise – $70/mo. per user
7
Best HVAC Field Service Software for Smart Scheduling
141 reviews
148 reviews
Managing your field fleet is no small task. Zuper offers a comprehensive field software solution that features intelligent scheduling solutions designed to make life easier for HVAC businesses.
Smartly Managed Scheduling
Zuper offers a smarter way to schedule powered by automated resourcing. Whenever you create a new job, Zuper will showcase the time slots when your technicians are available. Once entering a job location, Zuper will suggest the best-suited technicians depending on their distance, availability and related work experience. You can manage all your work orders in a modern drag-and-drop interface with color-coded customization.
User-Friendly Mobile App
Ensure technicians always have a smooth working experience with Zuper’s mobile app. It enables field staff to retrieve work order information, communicate in real-time via images and direct messages, clock in and out and send time-off requests effortlessly.
In addition, you can save on fuel as Zuper’s intelligent software finds the most efficient routes for mobile workers.
Increased Customer Satisfaction
Making sure your technicians are always on time with smart scheduling is one way of keeping customers happy. However, Zuper offers many other ways to achieve this. Using the mobile app, your technicians can create invoices in a matter of a few minutes and take credit card payments for a swift settlement.
Additionally, your clients can log in to their mobile portal to request new appointments, send queries and make complaints, making communication super simple.
Key Features:
- Time Tracking
- Scheduling & Dispatch
- GPS Tracking
- Invoicing & Payments
- Mobile App
- Work Orders
- Job Costing
- Quotes & Estimates
- Payroll Integration
- Customer Relationship Management (CRM)
Best Suited For:
- Construction & Specialty Contractors
- Tech & IT
- Manufacturing
- Facilities Management
Pricing
- Free trial - 14 days (no credit card needed)
- Starter, Growth & Enterprise - Must Book Demo for Detailed Pricing
8
Best HVAC Field Service Software for Optimizing Finances
45 reviews
51 reviews
Tracking finances properly is essential to running a successful HVAC business. Although ServiceWorks is a thorough field service software solution, it’s clear their main focus is financial optimization.
Comprehensive Financial Reports
ServiceWorks features an enhanced reporting dashboard that presents insightful performance indicators in real-time generated from automatically collected data.
The most helpful KPIs include the sales leaderboard to identify your highest paying clients, revenue per technician to determine your most efficient field employees or top items sold to find out your best-selling services.
Smart Customer Marketing
ServiceWorks uses intelligent marketing tools to ensure loyal client relationships and adequate lead generation to ultimately increase growth. The software empowers your business with streamlined sales processes featuring automated sales pitches, appointment reminders and follow-up tasks thanks to an integration with MailChimp.
Swift Payment Processing
Whether you’re in the back office or on field duty, ServiceWorks lets you create invoices in bulk and swiftly collect payments in a matter of minutes.
Choose from ten unique invoice templates, send them automatically and integrate them with payment gateways to accept various payment methods, such as credit cards, debit cards, mobile payments, and even cash.
Key Features:
- Time Tracking
- Scheduling & Dispatch
- GPS Tracking
- Client Portal
- Payroll Integration
- Customer Relationship Management (CRM)
- Work Orders
- Job Costing
- Quotes & Estimates
- Invoicing & Payments
- Mobile App
Best Suited For:
- Construction & Specialty Contractors
- Manufacturing
Pricing
- Price Varies Depending on Features Needed
9
Best HVAC Field Service Software for Bookkeeping
9139 reviews
2228 reviews
Housecall Pro is a renowned field service software choice, highly recommended for its ease of use and compatibility with absolute beginners.
Simple Drag & Drop Calendar
The modern software allows users to benefit from a drag-and-drop calendar for scheduling and dispatch purposes. It’s incredibly simple to use and can be customized by colour-coding each technician and experimenting with various viewing settings to suit your preferences.
Real-time Dispatch Notifications
Once you’ve selected a slot for a job order, use Housecall Pro to send dispatch notifications to close-by technicians and have them declare or refuse their availability. Report midday changes and troubleshoot issues in Housecall Pro’s Chat application, where technicians can communicate with each other and management in a group chat.
Swift Click-to-Pay Invoicing
Housecall Pro offers multiple payment options for your clients. Technicians can swiftly create invoices and send them to customers. The customer can open the invoice via email or the client portal and pay via credit card with a simple click.
Alternatively, your technicians can carry Housecall Pro’s own card reader device that enables clients to pay like they would in a grocery store.
Key Features:
- Time Tracking
- Scheduling & Dispatch
- Invoicing & Payments
- Mobile App
- Client Portal
- Quotes & Estimates
- Payroll Integration
- Customer Relationship Management (CRM)
Best Suited For:
- Construction & Specialty Contractors
- Facilities Management
Pricing
- Free trial - 14 days (no credit card needed)
- Basic - $49/mo - 1 user
- Essentials – $129/mo - 1-5 users
- MAX - 1-100+ users - custom pricing
10
Best HVAC Field Service Software for Maintaining Assets
14 reviews
158 reviews
HVAC systems can be pricey, so keeping them well-maintained for maximum efficiency and a longer lifespan is crucial. Simpro is one of the best HVAC field service options specifically for managing the maintenance of assets.
Ensure Profitable Contracts
As time passes and technology innovates, new and more energy-efficient air conditioning and heating systems are released yearly.
Simpro stays connected to your HVAC systems and determines which contracts generate the most profit. Contracts that don’t perform well are highlighted so you can change how much you charge your clients or evaluate the particular system to improve its profitability.
Faster Asset Testing with Simpro Mobile
Simpro’s mobile application is designed to empower technicians by accelerating the asset testing process. Field employees can scan a barcode or QR code to find device records, see past testing reports, conduct new tests and send new reports back to the management office in real time.
Build Strong Client Relationships
Thanks to Simpro’s maintenance planner, which automatically schedules testing work orders, you can ensure all your HVAC systems are properly maintained. For your customers, this means low energy costs, longer system lifespans and compliance with safety regulations, which results in satisfied clients and strong relationships in the long run.
Key Features:
- Time Tracking
- Scheduling & Dispatch
- GPS Tracking
- Customer Relationship Management (CRM)
- Client Portal
- Job Costing
- Mobile App
- Payroll Integration
Best Suited For:
- Construction & Specialty Contractors
- Facilities Management
Pricing
- Custom - Must Book a Demo for Detailed Pricing
Frequently Asked Questions About Hvac Field Service Software
Often called FSM, field management software typically comes in two forms – a desktop program and one or several mobile applications. The software helps service-based businesses optimize their field employees and streamline management tasks.
This kind of software is specially catered for industries with remote employees like construction, HVAC, cleaning or facility management.
Remote workers can benefit from mobile application features like clocking in and out, real-time communication and work order instructions while the back office manages everything with scheduling, dispatching, tracking and reporting functions.
Most field management software solutions also provide professional invoicing templates and payment processing gateways so your field pros can take payments on the go.
Determining the best HVAC field service software totally depends on your personal needs and preferences.
If you’re a business owner primarily looking for ease of use, consider Housecall Pro. Do you prefer a stronger focus on insightful reporting? Perhaps you should choose Striven.
On the other hand, if you’re looking for a versatile, all-around solution that offers easy use, affordability, complex reporting, intelligent scheduling and essential integrations, consider choosing Workyard. The options are many, and the choice is yours.
Field service management software typically offers a range of helpful features designed to optimize various field operations by streamlining management tasks. Here are some standard features found in FSM software:
- Scheduling & Dispatching – Easily assign various tasks to your technicians or representatives based on their location, skillset, and availability.
- Work Order Management – Create complex work orders, assign them to field employees, and track their progress effortlessly in real time.
- Billing & Invoicing – Whether you’re in the office or on the field, swiftly generate invoices using professional templates, process payments, and manage billing information.
- Mobile Applications – Allow technicians to access task details, customer information, provide inspection reports, clock in and out and communicate in real-time with the back office.
- Asset Maintenance – Schedule and track regular testing and maintenance tasks so that your field service assets, such as HVAC systems, vehicles and machinery, operate at peak efficiency.
- Performance Reporting – Receive automatically generated reports and analytics on key performance indicators to help access and improve overall performance.
- Essential Integrations – Integrate with other essential software solutions like QuickBooks and Xero for bookkeeping, GoogleMaps and Waze for GPS tracking or Paypal and Stripe for payment processing.
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