The 7 Best HVAC Software Solutions for 2025
Looking for HVAC software for your business? We’ve reviewed 7 of the best HVAC business apps on the market to help you!

With delayed or slow HVAC services driving 55% of negative customer reviews, finding the best HVAC software that quickly schedules technicians and tracks their locations should be a priority.
HVAC software gives you a competitive advantage by letting you schedule, track jobs, and keep up with regulations all from the same place. This article breaks down the best HVAC service software options to help cut your research hours and go straight to implementation in no time.
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A simple solution for managing subcontractors and field payments.
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Mobile invoicing and payment solutions for contractors.
Scoring
Key Features
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Precise GPS tracking and geofencing
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Rule-based and easily reviewed timecards
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Simplified worker scheduling for complex projects
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Automated workforce compliance
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Detailed job and project tracking and real-time job costing
Keeps working even without an internet connection
Simple interface that’s easy for workers to use
Automatic clock-in through GPS-based geofencing
Accurate GPS tracking while employees are on the clock
Quickly drag-and-drop task rescheduling
Focused on field service, construction, and property management
Location tracking is needed for GPS-based accuracy
No forever-free plan due to advanced features
Task alerts are only available via in-app notifications
Highlights
Growing your HVAC business requires an HVAC software that
- Makes it super easy to schedule a job as soon as a customer calls
- Offers simple features your crew needs without the need for extensive training
- Plays well with accounting apps or third-party services (like QuickBooks) you already use
- Continues to work even in rural areas or places with little to no reception
Workyard’s HVAC software solves these pain points so your business won’t bleed customers due to service downtimes, double bookings, or missed appointments. Here’s how:
- Workyard’s drag-and-drop digital calendar is paired with the industry’s most accurate GPS tracking technology. Managers have visibility into the team’s schedules and access to each worker’s real-time locations, helping them dispatch HVAC jobs on the fly without wasting time on back-and-forth phone calls.
- Workyard is a tech-friendly app with simple features that workers can learn to use right out of the gate. They can log in with their mobile numbers and use any feature with just a few taps. Its intuitive design allows you to get everyone on board faster without the need for hours of training.
- Workyard integrates with QuickBooks and other accounting and payroll software you may already be using. It accurately captures time card entries and syncs them with QuickBooks, cutting your payroll processing time significantly so you can spend more time bidding new projects.
- Unlike other HVAC software for small business, Workyard works continuously even if the internet goes out or the cell signal becomes weak. While offline, technicians can still clock in, take breaks, and clock out. The app keeps track of their locations while on the clock, and all data are safely stored and uploaded as soon as the phone reconnects to the internet.
Let’s take a closer look at the key features of Workyard’s HVAC service software.
Rapid HVAC Scheduling and Dispatching
No matter how organized your team’s schedule is, one last-minute, unexpected change (like HVAC technicians calling out sick or getting stuck in traffic) is enough to throw everything off.
Missing an appointment or accidentally double-booking a tech can lead to unhappy customers and lost revenue. Workyard’s HVAC scheduling software prevents this by laying everything out on a single, easy-to-use calendar, so you can create, update, or move jobs without a ton of back-and-forth.
If you need to plug in a quick service call, simply add a new task to Workyard’s HVAC dispatch software. To schedule routine maintenance visits, all you have to do is choose how often they repeat—daily, weekly, monthly, or yearly–and Workyard will automatically populate the calendar for you.
If a customer postpones or a tech has to call out, just drag and drop the appointment to a new time—no more starting over or scrambling to notify everyone. For broader updates, like shifting multiple tasks at once, you can switch to a list view and bulk-edit in seconds.
Below are a few Workyard features that help you avoid the usual HVAC scheduling headaches:
Instant Notifications for Clear, Timely Communication
Instead of texting or calling each technician when a customer reschedules, Workyard sends an automatic alert to everyone involved. This way, your team knows about changes the moment they happen—right on their phones or in their email.
Workyard pairs instant notifications with its accurate GPS tracking to help you re-route the right technicians to urgent service calls.
Dispatchers can see who’s already clocked in through the mobile app (with GPS stamps that show who’s actually on any particular location). This way, they can figure out quickly who among the experienced technicians is clocked in near the customer’s location, and assign the emergency job accordingly.
Workyard will then send a push notification through the app in real time, resulting in less fuel expenses and no time wasted on phone calls.
Eliminate manual scheduling inefficiencies and errors.
Custom Labels to Prioritize Work at a Glance
Some jobs need a simple filter replacement, while others call for specialized HVAC tools or parts. By adding labels like “Urgent,” “Special Parts Needed,” or “Maintenance,” you make it clear at a glance what each task involves. Your techs can then prioritize their day accordingly.
Project or Geofenced Locations for Efficient Field Assignments
If your service area spans several neighborhoods, it’s easy to lose track of who’s where.
Workyard lets you assign tasks to specific addresses or set up a virtual boundary, so you can see at a glance who’s nearby. That means less drive time, lower fuel costs, and quicker service.
Notes, Photos, Checklists, and Attachments to Streamline Crew Prep
When your crew has questions about the right part to bring or the correct procedure to follow, you can include everything they need—like diagrams, equipment manuals, or even pre-visit checklists—directly in the task. That way, they’ll have the details on hand before they arrive at a customer’s home.
Having your scheduling in order means fewer slip-ups, more efficient dispatching, and ultimately happier customers. If you’ve been dealing with constant calendar chaos or wasting time on re-checking appointments, Workyard is designed to help HVAC businesses stay organized and keep technicians on track.
See why 50,000+ workers and over 10,000 contractors use Workyard (and why HVAC project managers and leaders like you have rated us 4.9 of 5 stars on Capterra). Explore Workyard and start a 14-day free trial today to see how we can speed up your HVAC service and workforce management.
Automatic GPS-Enabled Time Tracking
Workyard’s GPS-enabled time tracking feature gives HVAC managers live, verifiable insight into where each tech is, how long they’ve been there, and what job they’re working on. This eliminates the guesswork, buddy punching, and end-of-day timecard rounding that plague many HVAC companies still using manual systems.
You can track time in three ways:
- GPS-enabled mobile clock-ins
- Time clock kiosk clock-ins at the main office
- Supervisor clock-ins for crew-based check-ins
This level of flexibility makes Workyard an ideal HVAC software for small business teams that need to adapt on the go.
The smartest time tracking solution.
Let’s say your crew starts their day across several job sites—some commercial, some residential. With geofencing enabled, workers are clocked in the moment they enter a designated job site and clocked out when they leave. No reminders needed.
If someone forgets to clock out after a job, Workyard trims the timecard to their last GPS-verified location, ensuring payroll accuracy. This comes in handy when a tech calls in late or misses a clock-out. Instead of hunting for paper timesheets or guesstimating hours, you’ll have a verified GPS trail and timecard log ready to go.
With Workyard, you can:
- Track hours worked, mileage, and travel time per technician
- View team locations on a live map in real time
- Reduce payroll disputes with GPS-verified time logs
- Eliminate buddy punching with facial detection kiosk clock-ins
- Automatically sync time data with payroll and job costing systems
Workyard’s GPS tracking is especially helpful for HVAC contractors juggling multiple urgent calls each day. You can confidently assign the nearest available tech to an emergency job, knowing exactly where they are—no need to call or wait for a text back.
Real-Time Team Visibility
In HVAC, timing is everything—especially when you’re balancing emergency calls, maintenance jobs, and last-minute changes. Workyard’s real-time team visibility gives dispatchers and managers a live map view of every technician’s location and job status throughout the workday.
Unlike traditional HVAC service software that only tracks vehicle GPS or relies on manual updates, Workyard tracks each worker’s location—even if they step away from the van to pick up parts or walk around a job site.
You’ll always know who’s working where, how long they’ve been there, and which jobs are running behind.
Get complete transparency across your whole team.
This level of visibility benefits your business when unexpected situations come up. Imagine you suddenly get a call from a property manager about a broken rooftop AC unit. Instead of calling around, you open Workyard and filter by location. You spot a tech just a few blocks away finishing up another job. With one tap, you reassign them and send the job details instantly—saving both time and fuel.
Workyard’s real-time visibility features include:
- A live map view of all techs’ locations
- On-site arrival and departure tracking
- Instant visibility into who’s available or in-progress
- Time-based filters to manage shift coverage and workloads
- Technician travel routes and mileage data
- Crew status updates that sync across mobile and desktop
This makes Workyard one of the best HVAC software options for growing teams who need to make fast dispatch decisions without the chaos of group texts or whiteboard notes.
When your crew is scattered across the city and the day isn’t going according to plan, Workyard keeps you in control—no missed jobs, no wasted time, and no guessing where your techs actually are.
Up-to-Date Job Progress Tracking
Keeping tabs on multiple service calls, installations, and maintenance tasks can get messy real quick—especially when techs are juggling paper notes, group texts, or verbal updates.
Workyard’s HVAC management software replaces all that with real-time job tracking that keeps your entire team in sync.
Every time a technician completes a task, they can instantly update job status, upload photos, leave notes, or check off to-dos from their phone. That means no more guessing where things stand or waiting until end-of-day to find out a job fell behind.
Say a heat pump install runs into an unexpected wiring issue. The technician logs the update in the Workyard app and attaches a photo. You see it immediately and adjust the schedule, pushing a non-urgent maintenance job to tomorrow.
Instead of chasing problems after they happen, you’re acting on them in real time.
Workyard’s job progress tracking tools include:
- Real-time status updates for every scheduled task
- Technician-submitted notes, photos, and attachments
- Project-specific checklists to standardize workflows
- Mobile app access for fast field updates
- A centralized thread of updates per job for easy reference
- Job timelines linked to GPS-stamped timecards for accurate documentation
In the background, Workyard also feeds these updates into the Project Hub—your control center for each job. You can view project hours, mileage, travel time, and labor costs, all in one place. This helps you spot patterns, catch overruns, and fine-tune your scheduling and estimating.
Built-in Labor Compliance
Keeping up with labor laws—whether it’s meal breaks, overtime, or proper worker classification—can be a major headache for HVAC businesses.
Workyard’s HVAC software takes the guesswork out by building labor compliance directly into your time tracking and scheduling tools.
Every time a technician clocks in, out, or takes a break, the data is logged in real time and checked against preset rules. If someone forgets to take a lunch break, Workyard can send a reminder through the mobile app or auto-insert it before the end of their shift, based on your state’s requirements or custom company policies.
Say it’s 2:15 PM and one of your junior techs hasn’t taken a break yet. Instead of finding out days later during payroll review, Workyard pings their phone with a break reminder—keeping you compliant and protecting your business.
You can even configure rules that prevent early clock-ins or unauthorized overtime.
Here’s how Workyard helps you stay compliant automatically:
- Tracks meal breaks, rest breaks, and total shift hours
- Sends automated break reminders and end-of-day sign-off prompts
- Flags violations in real time so you can correct issues before payroll
- Classifies employees properly with exemption status and job roles
- Stores all time logs, GPS locations, and notes in a permanent audit trail
- Calculates overtime by state, federal, or custom company rules
This isn’t just about avoiding fines—it’s about protecting your team and giving them a fair, reliable system they can trust. And with all compliance-related data tied to each worker’s GPS-verified timecard, you’ll have all the documentation you need if questions ever come up.
Workyard gives you peace of mind that your HVAC maintenance software isn’t just making your team more efficient—it’s also keeping your business protected.
Customizable Reports and Dashboard
You can’t improve what you can’t measure. Workyard’s reporting tools give HVAC business owners and managers full visibility into labor, job progress, and costs—so you can make better decisions without digging through spreadsheets or chasing down missing data.
The moment your crew clocks in, every second of labor, mileage, and travel is logged and organized in Workyard’s dashboard. You can quickly spot which jobs are running long, which techs are approaching overtime, and where labor costs are stacking up.
For instance, if you want to review how long a specific install took last month, Workyard enables you to generate a report in seconds—no manual data entry required. Similarly, if you’re prepping an estimate for a similar commercial job, Workyard can pull up the last project and see actual hours worked, driving time, materials tagged, and who was assigned—all in one place.
Here’s what Workyard’s HVAC business software reporting capabilities include:
- Summary and detailed reports for time cards, time off, and payroll
- Project and cost code breakdowns by day, week, or pay period
- Driving mileage and travel time per technician
- Filter and group reports by technician, project, or service type
- Export reports in PDF or CSV formats for easy sharing and billing
- Visual dashboard with real-time labor and job costing insights
Whether you want a high-level overview or a line-by-line breakdown, Workyard makes it easy to understand where your team’s time is going—and how it’s impacting your bottom line.
Reviews
We highlight aggregate user review scores at the top of every app we discuss – at the time this article was published, Workyard boasted the following numbers:

Losing data is always devastating, especially for HVAC businesses relying on their software to keep their customer databases intact. The iOS user below learned this the hard way but bounced back successfully with the help of Workyard.
Better than most ⭐⭐⭐⭐⭐
We were using another app to clock employee hours until out of the blue it started deleting hours. Ended up losing all my information and the company told me there was nothing to do about getting them back. I almost went back to paper but decided to give Workyard a try. We’ve been using it for a few months and it’s been rock solid. It’s been so reliable we’re thinking about upgrading to the plan that gives us reporting on all our labor costs across projects.
The Android user review below echoes the most common pain points of field service businesses. These include service techs forgetting to clock in and a lack of real-time location tracking for job dispatching–problems Workyard has successfully addressed.
⭐⭐⭐⭐⭐
App is amazing, it allows me as a technician if I accidentally forget to sign in to a customer that I’ll have proof I was there with the GPS location. It’s overall makes it easier on management because they can see where all the techs are and when new customers call in they’re able to call the nearest tech to pick up more business. Overall a very needed app for any business that has several techs or employees that are mobile. And it makes tracking hours easy.
On Capterra, construction manager Jose M. says “our business has improved dramatically” thanks to Workyard’s scheduling functionality:
Business Origination ⭐⭐⭐⭐⭐
Overall: Our business has improved dramatically due to schedule improvements and cost code help us see where we are successful and where we need improve to have better services for our customers.Pros: The most impactful thing is how using all the tool from scheduling to cost codes to time cost reports helped streamline our business. Shows us where we need to improve and where we’re successful.
Cons: So far I have not learned all the tools useful to my business there are so many. I would change the easy of administrators to change things via mobile phones. Also integrating with google calendar to help block off unavailable times.
EDITOR’S NOTE: We created Workyard – the first app reviewed here – to address issues we encountered while struggling to track and manage construction payrolls for over 700 workers in over 50 construction businesses. We built the Workyard app from the ground up to support construction companies like yours, with industry-essential features like the industry’s most accurate time clock app with GPS and geofencing, intuitive contractor scheduling, construction cost tracking tools, and more.
Learn more about how Workyard works on our main website, or sign up for a 14-day free trial today to see what Workyard can do for your business.
Pricing
Free Trial?
Workforce Management
$13 / mo. per user (annual) or $16 / mo. per user (monthly)
+ $50 company base fee
Boost HVAC techs’ productivity with Workyard’s precise time clock
See How
Scoring

Key Features
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Drag-and-drop dispatching board
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Separate board for field techs and contractors
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Collapsible job location map
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Built-in route planning
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In-app messaging
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On-site estimates and invoicing
Jobs are color-coded according to status
Offline-capable mobile app
Technician location is tracked in real time
Share jobs with subcontractors
Issues with features not working properly
Downloadable desktop app not available
Personalized onboarding and support are sold separately
No built-in time tracker
Highlights
Field Complete might work for you if your HVAC business takes on large projects. The platform allows you to split these work orders into multiple jobs, so you can keep some tasks in-house and delegate the rest to subcontractors. This feature can be particularly handy during peak seasons. It also suits HVAC businesses focused on large-scale installations.
Field Complete provides comprehensive tools to track subcontracted jobs and manage payments, ensuring nothing slips through the cracks. This makes it easier to maintain a clear overview of project progress and financials, ultimately boosting your HVAC business’ operational efficiency.
On the other hand, Field Complete’s lack of a built-in time clock or time-tracking feature for field technicians can be a significant drawback. Accurate time tracking is generally crucial for billing and payroll. Without it, your service techs might need to rely on multiple tools to handle their daily duties, adding complexity to the team’s workflow.
Reviews
As of this writing, Field Complete has only one review for its iOS app. Unfortunately, for the software, the iOS user below didn’t hold back, giving Field Complete a negative rating for its lack of intuitiveness.
App is basically beta ⭐
So many parts of this app don’t work properly, updates have been slow. My company is dropping this provider because the app is basically unusable.
(Click here for more Field Complete iOS reviews)
While the dispatcher below finds Field Complete to be good overall, it fails to meet the mark for field technicians who frequently use the app to view dispatched jobs.
Good software for employee or technician scheduling ⭐⭐⭐⭐
Pros: that if we assign work orders to techs sometimes they can’t see the jobs and they always have difficulties finding them.
Cons: that is very easy to use it but complicated for the employees or the technicians.
(Click here for more Field Complete Capterra reviews)
Pricing
Free Trial?
Free access for teams with up to 10 members
Bronze
$19.99/mo.
Silver
$99.99/mo.
Gold
$199.99/mo.
Platinum
Available on inquiry
Scoring

Key Features
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Built-in estimates and invoicing
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Online payment processing
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Business revenue reporting
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Client database
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QuickBooks Integration
Simple, intuitive interface
Homeowner financing available on all plans
Reusable project templates
Phone support not available on basic plan
No mobile time clock for field techs
No integrated job progress or cost tracking
Highlights
Joisit streamlines crafting estimates and invoices on the go. The app suits those who are hustling from one job site to the next.
Joist’s plans offer online payment options, enabling clients to settle their bill even if they don’t have the cash on hand. Joist provides homeowner financing options, teaming up with a roster of lending institutions to ensure everyone can afford the services they need when they need them.
While Joist has its charms, it doesn’t offer a software suite to cover every aspect of your operations.
Reviews

Occasional glitches don’t define an app, but without responsive customer support to appease users, the app will continue to leave a negative impression. The iOS below learned this the hard way.
Great app mostly ⭐ ⭐⭐
The two reasons I gave it less than 5 stars are as follows:
1. Every time you navigate to a different app during estimate editing mode (example: to copy and paste from your notes), it closes the edit and doesn’t save any changes. The app refreshes each time you close a bid, etc. Makes for a lot of wasted time while it reloads ten times more frequently than needed. I have brought this up to the Joist team and they said they would look into it, but never fixed it.
2. The app keeps sending annoying messages to try to get me to sign up for PayPal payments, and no matter how often I decline, they keep throwing it in front of me each time I open the app. Like please stop wasting our time.
(Click here for more Joist iOS reviews)
Joist offers limited payment options (PayPal, Venmo, or credit card). PayPal is the least recommended one due to hefty deductions, leading the user below to leave less than 5 stars.
⭐⭐⭐⭐
Been very beneficial for saving time by saving client info and getting paid instantly when your customer pays through the app. It does come at a cost in the form of paypal fees. For jobs over $1,000 I would reccomend getting paid by check.
The estimate option is still ok but then if you start an estimate on one app its not been very promising to use a different app for the invoice process. Bottom line, great app, paypal fees is the reason for the loss of one star.
(Click here for more Joist Android reviews)
Due to the limited number of Joist’s features, the Capterra user below recommends Joist for new businesses. He also pointed out features that are obviously not available in Joist (at least for now).
Joist to the rescue! ⭐⭐⭐⭐⭐
Pros: It is so easy to use and very inexpensive. The free version is great for anyone starting a new business or crm.
Cons: I wish it had a scheduling feature and a good,better,best option for estimating.
(Click here for more Joist Capterra reviews)
Pricing
Free Trial?
7 days (no credit card needed)
Basics
Free
Pro
$14/mo.
Elite
$32/mo.


























Scoring

Key Features
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AI-powered scheduling
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Map-based dispatching tool
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Time and job cost tracker
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QuickBooks integration
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Business analytics reporting
Scheduler recommends the best technician and time
Quick access to equipment history and service summary
Automatically transcribes job-related video comments
U.S.-based telephone support
Very slow website
Limited native integrations
Pricing is not disclosed on the website
Highlights
With Service Trade’s Smart AI technology at their fingertips, dispatchers can swiftly pinpoint the perfect technician for the job based on location and expertise.
In addition to providing complete equipment history, Service Trade’s Smart AI can also predict what can happen to the equipment based on frequently reported issues. It highlights potential risks and recommends fixes, helping service techs provide proactive repair solutions before the equipment totally breaks down.
While Service Trade’s AI technology is valuable, it comes at a premium cost. Its high price tag may scare away small, bootstrapped field service businesses.
Unfortunately, Service Trade’s native integrations are extremely limited. Although it plays nicely with QuickBooks and a handful of other platforms, the options are somewhat slim. Sure, there’s always an API for custom integrations, but access to this feature comes with a hefty price tag for ServiceTrade users.
Reviews

AI can do many wonders if executed perfectly. In the case of Service Trade, however, it may take time before the technology becomes much more refined. Hence, iOS users like the person below are “putting up” with Service Trade’s smart assistant for now in the hopes of eventual improvements.
Testing Patience: Field Tech Edition ⭐ ⭐
Sure, it’s a tech genius when the connectivity stars align, but in the low bars zone, it’s like dealing with a moody AI roommate. It’s a mix of great features and a sprinkle of chaos, leaving you questioning if you accidentally signed up for a reality show called “Testing Patience: Field Tech Edition.
(Click here for more ServiceTrade iOS reviews)
The Android user below likewise finds many faults in Service Trade’s mobile app. Many features were missing, and things marked as not visible in the work order turned out otherwise.
⭐
My company uses this for work orders as a service technican. It is actually not usable on android. Missing many features. Will send customers photos and notes on a work order that you have marked as not visible to the customer. Not worth even looking at if you use android phones.
(Click here for more ServiceTrade Android reviews)
Integrations are Service Trade’s weakest point, and it became evident when the Capterra user below had to use and sync many apps with Service Trade just to complete crucial business transactions.
Great product with areas to improve ⭐⭐⭐⭐
While this application makes dispatching and scheduling so much easier, it is lacking in almost every other area that makes a business run and does not make the integration process easy, so we find ourselves using multiple different apps when we’d prefer to just use ServiceTrade as our primary for everything including accounting and billing.
(Click here for more ServiceTrade Capterra reviews)
Pricing
Free Trial?
No free trial available
Select
Available on inquiry
Premium
Available on inquiry
Enterprise
Available on inquiry
Scoring

Key Features
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Equipment and inventory management
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Advanced quote and estimation system
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SMS communication for both techs and customers
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On-site SOP and checklist enforcement
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Mobile time clock for technicians
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Access to detailed customer history
Extensive customization options
Automated management system
Real-time GPS tracking of tech’s arrival
Easily reroute technicians to complete more work
Inaccurate time tracking according to users
Pricing information is not disclosed on the website
Complicated, time-consuming implementation
Dedicated training required
Multi-year contracts
Highlights
ServiceTitan boasts extensive customization options for large field service businesses. This flexibility allows large enterprises to scale their operations without ever outgrowing the software.
The platform enables technicians to quickly generate quotes using estimate templates, showcase pictures and pricing, offer “good, better, best” options, and even accept on-site payments from customers.
The app’s Uber-style GPS tracker allows customers to follow the technician’s real-time location on a map, addressing potential inquiries about their ETA. This feature is a significant improvement over the standard estimated arrival windows offered by other software (like Housecall Pro).
However, the lack of publicly available pricing information suggests the costs are substantial. Moreover, ServiceTitan’s implementation process is long and complex, often requiring multi-year contracts and dedicated training.
While ServiceTitan offers powerful tools and features, it requires considerable investment in both time and money. Potential users should weigh these factors carefully before committing themselves to a purchase or subscription.
Reviews

ServiceTitan may have all the bells and whistles that appeal to office-based dispatchers or managers, but its mobile app leaves a lot to be desired. The iOS user below details how using the app made things more complicated for service technicians on their team.
App not optimized for mobile ⭐
The company I work for has struggled to find an effective app that suits both technicians in the field as well as office personnel. While this app does provide a decent medium for technician and office to enter job details, it is plagued by poor mobile development. Just about every day I struggle with losing a well thought out description of work performed as the app loves to just close the current sheet you attempt to fill out. Resizing on mobile is a cancer and often soft locks to the point you must close the app and reopen to fix.
(Click here for more ServiceTitan iOS reviews)
The Android user below shares the same sentiment as the iOS user above. ServiceTitan became almost unusable, and the user couldn’t do anything unless the app was restarted.
⭐⭐
Fixed needed: 1. Since I’ve been using this app for the past 7 months, I always find myself needing to refresh the app when I pull up to a customers house. When I try to hit the “arrive” button, it does nothing unless I refresh the app and try again immediately. 2. Just purchased new phone last week(Pixel 8 Pro). Since using this app on the new phone, I am no longer able to upload pictures of the job onto the customers account. The screen freezes and pics are not added. Please fix these issues.
(Click here for more ServiceTitan Android reviews)
ServiceTitan gets more favorable reviews from Capterra users. For instance, the user below comments on ServiceTitan’s complicated setup and implementation but highlights the specific features they love.
The best CRM for the trades ⭐⭐⭐⭐
Pros: We love how easy ServiceTitan makes things on our customers. Automated text messages when a technician is on the way, ability to pay their invoice online, and fast online scheduling with real time availability makes us very simple to do business with!
Cons: The implementation and setup is quite the process. New feature onboarding requires a lot of research and figuring out for yourself. ServiceTitan helps as much as they can but not having a dedicated account rep anymore makes this a little challenging.
(Click here for more ServiceTitan Capterra reviews)
Pricing
Free Trial?
No free plan available
Starter
Available on inquiry
Essentials
Available on inquiry
The Works
Available on inquiry
Scoring

Key Features
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Drag-and-drop job scheduling
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On-the-spot/scheduled dispatching
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GPS employee time tracking
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Easy service estimates
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Built-in paperless invoicing
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Professional price book templates
Intuitive dashboard features
Quick access to the customer database
Flat cost for up to 15 users
Estimates easily convertible into jobs
Location not tracked in real-time
Limited support and integrations for Basic plan users
Escalated phone support only available on the highest plan
Highlights
When it comes to balancing a user-friendly interface with a robust feature set, Housecall Pro hits it out of the park. Its drag-and-drop scheduling calendar simplifies appointment management. Its built-in invoicing and service estimates are also seamlessly integrated, allowing for quick conversions into scheduled jobs.
Housecall Pro offers a flat cost for up to 15 users, making it an ideal choice for small contractors looking for a comprehensive solution without breaking the bank.
While a useful feature, Housecall Pro’s map-based location tracking isn’t updated in real time — it only refreshes every few minutes. This delay can be problematic for dispatchers needing to assign the closest technician to a job and potentially leads to slower response times.
Reviews

Housecall Pro reserves its escalated phone support for its highest-paying users, leaving everyone else (including the iOS user below) struggling to find prompt resolutions for their technical issues.
Good app but… ⭐⭐⭐⭐
I really like the app and it does make things a lot easier for the most part. Some issues I have are a complete lack of phone support, they use a chat feature to communicate about issues and problems and it is extremely slow.
I spent the better part of an hour trying to resolve an issue about Quickbooks integration and Sales tax error codes and still did not get my issue resolved and still haven’t and I have over a hundred errors that I try to resolve and once I do that, 60 more pop up because the sales tax issue isn’t resolved. I don’t have time to read all the articles they send me or watch all of the videos. Poor poor customer support.
(Click here for more Housecall Pro iOS reviews)
Customer support is apparently not Housecall Pro’s strong suit, as many users (including the Android user below) complain about its chat support’s slow response time.
⭐
Customer service is absolutely the worst. You can’t speak to a human. Everything is done by chat, and it takes forever to get a response. They must have so many complaints that they don’t take care of that they screen the complaints by chat only.
You pay a high price for their poor service. You never get your problems resolved. If you are thinking about using this company, run to someone who cares about their clients and you get the customer service that you expect and deserve.
(Click here for more Housecall Pro Android reviews)
The Capterra user review below points out his favorite Housecall Pro features while not forgetting to leave constructive feedback behind.
The definitive solution to manage my service business efficiently ⭐⭐⭐
Pros: I like this platform because with just a few clicks, I can schedule appointments, send reminders to my clients, generate invoices and receive payments.
Cons: One of the areas where I think they can improve is the customization of the forms and templates. Although there is a good selection available, I would like more customization options.
(Click here for more Housecall Pro Capterra reviews)
Pricing
Free Trial?
14 days (no credit card needed)
Basic
$69/mo.
Essentials
$169/mo.
MAX
Available on inquiry
Scoring

Key Features
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Drag-and-drop dispatching board
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Performance tracking dashboard
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Work order management
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Invoicing and payment processing
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Visual price book
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QuickBooks integration
Automatic work order creation
Map-based scheduling for better routing
Clock in/out via mobile app
Work order history and details on one page
Phone support is not available on the basic plan
No free trial available
Pricing is not disclosed on the website
Too expensive for small, agile businesses
No routing capabilities for field techs
Highlights
FieldEdge’s integrated work order management system is activated as soon as a customer calls, giving the support techs everything they need to give personalized service.
The work order page gives a complete history of every job ever quoted or completed. It also provides information on invoices, the customer’s current equipment, and other critical technical and logistical details.
All crucial customer information can be reviewed at a glance. This eliminates the necessity to call the head office multiple times for verification purposes.
On the flip side, FieldEdge lacks robust routing capabilities for field technicians. This can be a significant roadblock, especially for HVAC businesses with many technicians covering large service areas.
Additionally, FieldEdge’s high price point may be a stumbling block for smaller or more agile businesses. The software’s comprehensive features come at a premium, which might not be justifiable for those operating on tighter budgets.
Reviews

FieldEdge comes with a couple of fancy features that may require some learning curve. The iOS user below is looking for a simpler, more intuitive experience, which, sadly, FieldEdge can’t provide.
Pretty bad ⭐⭐⭐
This app is garbage. It’s very confusing and takes a long time to navigate through. I have used service titan and as hard as that was to learn and as much as I didn’t enjoy using it I miss it now looking back in retrospect, you can tell that whoever made field edge has had no experiences in the trades, it has a lot of useless steps and is a time waster.
(Click here for more FieldEdge iOS reviews)
Android users like the one below likewise find FieldEdge intimidating. Striking a balance between functionality and ease of use is an art form in itself, and FieldEdge may require a few more iterations before mastering it.
⭐
Clunky and over complicated, it’s like the app has been made unnecessarily complicated to make it seem super advanced or something. Not user friendly at all.
(Click here for more FieldEdge Android reviews)
The general consensus of most Capterra users (like the one below) is that FieldEdge lags behind in terms of user-friendliness, an opinion clearly echoing those provided for the previous two platforms we’ve reviewed.
Private review ⭐⭐⭐⭐⭐
Pros: Our implementation specialist was great.
Cons: User friendliness and functionality of the site.
(Click here for more FieldEdge Capterra reviews)
Pricing
Free Trial?
No free trial available
Select
Available on inquiry
Premier
Available on inquiry
Elite
Available on inquiry
Final Thoughts
HVAC businesses face the unique challenge of harmonizing office employees with field technicians. One solution is to choose HVAC service software that can accurately track field workers while on the go and provide real-time updates to dispatchers.
While Workyard is known for its precise time clock for the construction industry, its high-accuracy GPS location tracking system has also made it one of the best overall choices for HVAC management software.
Workyard is designed for any field service business relying on technicians to go to specific locations at the right time. Case in point: Workyard helped D&S Electric’s Vice President Kathi Smith save an estimated $10,00 in payroll costs by replacing its old-school time reporting with Workyard’s pinpoint-accurate time clock.
Try Workyard free for 14 days to start testing its features at no cost.
Our Scoring System Explained
Our 8-part scoring system was created to help you understand the potential value of any software we review simply and fairly.
We created it after reviewing dozens of software products, which we covered in depth, but without providing a direct and simple way for readers to compare products on their merits – without spending a lot of time looking through our articles for the information they needed to make an informed decision.
Every app we review will include Customer Support and Company scores, which we’ll explain in more detail below. Many of the factors reviewed in this article will also be consistent across most (or all) of our software reviews, with some differences:
The 8 factors assessed and their contribution to a product’s overall score may differ slightly from product to product based on various factors, such as the use case we’re reviewing for, the type of business these products are tailored to, and other considerations. However, all reviews will feature an 8-part score, weighted and combined to calculate each product’s overall score.
How We Score Software
All factors in our reviews are scored on a 10-point scale – technically 11 points – from 0-10. However, we only give products a score of 0 if it does not include an essential feature at all, and we try to avoid giving out 0 scores if a product can demonstrate any functionality in line with the specific factor being reviewed.
In general, the 0-10 range translates as:
- 9.0 – 10 – One of the absolute best in its category (amazing).
- 7.5 – 8.9 – Very good, but with some minor issues (very good).
- 6.0 – 7.4 – Mediocre performance with notable shortcomings (average).
- 3.0 – 5.9 – This feature is not ready for prime time (borderline).
- 1.0 – 2.9 – This feature actually makes its product worse (unacceptable).
- 0 – The product doesn’t include this important feature at all.
How We Calculate Overall Scores
The 8 factors reviewed are weighted based on an overall total of 100%:
- Ease of Use: 20%
- Customer Support: 10%
- Value for Price: 10%
- Integrations: 10%
- Time Tracking Accuracy: 20%
- Scheduling Features: 20%
- Job Tracking: 10%
Methodology for Each Factor
Ease of Use
We evaluate a product’s ease of use based on three main considerations:
- How easy is it to set up this app?
- How easy is it for managers to use the backend dashboard?
- How easy is it for frontline workers to use the (mobile) app?
These three considerations cover the main ways you and your team would use the software being reviewed – when you first obtain it, when someone (a manager, executive, team leader, or similar role) needs to use it to manage people, money, data, and other things, and when workers you’re tracking use the app (usually a mobile version of the software designed for frontline and/or field team members) to clock in, clock out, record time worked, or address other day-to-day needs.
Time Tracking Accuracy
Every minute matters when you’re trying to control payroll costs. This factor accounts for various features and common needs in time-tracking apps, such as…
- How accurate or precise is its GPS tracking capability?
- How accurate – and how customizable – is its geofencing feature?
- How accurate is its travel and mileage tracking (if available)?
- Can it automatically clock workers in and out based on the above?
- Can you set and/or restrict rules for clocking in and out?
- Can the app continue tracking workers while offline?
- How easy is its mobile app and/or kiosk for frontline workers?
Scheduling Features
Many construction businesses prefer to manage as many aspects of employee labor activity as possible in a single app, which is why many time-tracking apps also include worker scheduling as a core feature.
When we consider a product’s scheduling features, we look at:
- Its dashboard customizability (daily, weekly, or monthly views).
- Its project-based scheduling and visibility.
- Its real-time updates and notifications for workers.
- Its real-time map views of worker locations for best-fit scheduling.
- Its recurring schedule (copies to subsequent weeks, etc.) functionality.
Job Tracking
This factor helps you understand if the software can also provide insight into specific projects, which is particularly handy when your business deals with many customers or clients who generally need shorter-term work. Effective job tracking typically also includes accurate job costing functionality for construction companies.
We assess several things when calculating a product’s job tracking score:
- Its project-based tracking for multiple projects per day/week/etc.
- Its ability to track multiple / many projects simultaneously.
- Its use of (and your ability to customize) construction cost codes.
- Any built-in job costing views.
- Any integrations for cost coding (QuickBooks etc.)
Integrations
No business can operate on a single app, which is why integrations with other apps and tools are such important aspects of modern business software.
To calculate a product’s integration score, we’ll examine:
- How many native integrations (the simplest connection) does it offer?
- How effective and easy-to-use are its integrations with payroll software?
- Does it have robust data import and export features?
Customer Support
Learning how to use a new app can be frustrating, even if it’s meant to be the most user-friendly app around. That’s why great customer support is so essential when considering which time-tracking app to use.
Customer support scores are calculated based on:
- Live support channels available (phone, email, chat, etc.).
- Live support hours (business hours only, 24/7, etc.).
- The strength of the product’s online help center and/or FAQs.
- What other users say about support in online reviews.
Company
A great company with a highly customer-friendly approach can often make up for shortcomings in their software products – at least up to a point.
When assessing this score, we’ll examine:
- Transparency (easy-to-find pricing, etc.)
- Trial period (duration, feature availability, credit card requirements, etc.).
- Subscription flexibility (contracts, required durations, etc.).
- Ease of cancellation or pausing subscriptions.
- Customer perceptions (online product reviews).
- Website (a minor consideration, but great companies tend to have great websites).
Any questions about our scoring system? Have any suggestions on how we could make it even better? Click here to send us your feedback – we’d love to hear from you!
HVAC software is a computer program built to help HVAC (Heating, Ventilation, and Air Conditioning) businesses streamline their operations. It comes with a fleet of features designed to serve both main components of a field service business.
The HVAC software enables field technicians to clock in/out, create purchase orders, track calls, enter notes or photo updates, refer back to old jobs, and work in low or no-reception areas. On the admin side, the HVAC software allows managers to create service schedules, track equipment, manage inventory, progress billing, and more.
By housing multiple automation tools under one roof, HVAC software helps businesses reduce manual errors and hours wasted on boring administrative tasks. It also helps field technicians speed up their jobs without compromising quality, making customers happy and driving more profits for the business.
HVAC software comes in many forms. Field service management software, accounting software, and customer relationship management (CRM) software are all names associated with HVAC. The type of HVAC software you use depends on the type of field service business you’re running, your business size, and the specific tasks you want to accomplish with it.
The best HVAC software for your field service depends on your business size, its nature, and the specific features you’re looking for.
With so many HVAC software in the market, the best way to figure out which one fits your criteria is to test the software yourself. However, for best overall, I recommend Workyard and its advanced time clock capable of detecting where your technicians are working and automatically clocking them in/out based on the defined project location.
Housecall Pro is also a good all-around field service management software with built-in estimates, price book, and invoicing for better client management.
ServiceTitan is more expensive, but its suite of features, like job management and real-time dispatching tools, designed to help growing businesses scale easily, is hard to beat.
FieldEdge is likewise a safe choice because it offers great integration capabilities, allowing users to connect their current system with the business apps of their choice.
Here are more top options for HVAC software:
ServiceTitan: Considered the best overall HVAC field service software, ServiceTitan offers a robust suite of features for scheduling, dispatching, invoicing, customer management, and more. It is highly scalable and suitable for businesses of all sizes.
Jobber: An excellent choice for small HVAC businesses, Jobber provides a user-friendly platform for job scheduling, dispatching, invoicing, and customer relationship management.
Housecall Pro: Designed for mobile HVAC operations, Housecall Pro enables technicians to access and update customer information, schedule appointments, and process payments directly from their mobile devices.
mHelpDesk: Stands out for its comprehensive job tracking capabilities, allowing HVAC businesses to closely monitor technician activities, job progress, and customer history.
FieldEdge: Offers strong integration capabilities, making it a good option for HVAC companies that need to connect their field service management with other business systems like accounting and CRM.
The key factors to consider when selecting the best HVAC field service software include ease of use, mobile functionality, scheduling and dispatching features, inventory management, customer relationship management, and integration with other business systems. The search results highlight the top solutions that cater to the unique needs of HVAC contractors and help streamline their operations.
Among the HVAC software that made the list, Housecall Pro is the best for offering flat-rate services.
With flat rate pricing fully integrated into its platform, Housecall Pro seamlessly incorporates it into your price book after you activate the feature.
ServiceTitan also comes with a pre-built flat-rate HVAC price book, making it easy for businesses to create and update their flat-rate services in one place.
Here are other HVAC software featuring flat-rate pricing:
ServiceTitan: ServiceTitan’s HVAC flat-rate software is considered one of the top solutions, providing features like flat-rate book management, pricing customization, and integration with other business systems.
Flat Rate Plus Online: Developed by Aptora, Flat Rate Plus Online is a comprehensive flat-rate pricing software specifically designed for HVAC, plumbing, and electrical contractors. It offers a user-friendly interface, pre-configured price lists, and detailed cost breakdowns.
FieldEdge Flat Rate: Formerly known as Coolfront Books, FieldEdge Flat Rate is a leading flat-rate pricing solution that helps HVAC, electrical, and plumbing businesses streamline their quoting and invoicing processes. It features a large parts and repairs database and real-time syncing capabilities.
These software solutions stand out for their ability to simplify the flat-rate pricing process, improve efficiency, and provide transparency to customers. Key features include pre-configured price lists, detailed cost breakdowns, customizable invoicing, and integration with other business systems. The search results highlight the benefits of using HVAC flat-rate pricing software to increase profitability, enhance customer satisfaction, and streamline operations.
Businesses can buy HVAC software directly from the company’s website. All the HVAC software reviewed above has its own website, where you can sign up to use the software for free for a limited period.
Other HVAC software companies don’t offer free trial periods, but you can book a demo with them to request a custom quote for your business.
Another way to buy HVAC software is through industry marketplaces like Capterra, which compares different software for different categories. It also boasts of a huge collection of verified user reviews, helping businesses see the HVAC software from a user’s standpoint.
Lastly, HVAC equipment suppliers may also recommend HVAC software solutions to their customers. If you’ve been dealing with the equipment supplier for a long time and trust is already established, this is an option worth considering.
Here are a few more ways of buying HVAC software:
Directly from the software vendor’s website: Many HVAC software companies like ServiceTitan, Housecall Pro, and FieldEdge sell their products directly to customers through their websites. This allows you to purchase the software online and get started quickly.
Through a reseller or distributor: Some HVAC software is also available for purchase through third-party resellers or distributors. For example, Elite Software sells its HVAC design and analysis programs through its website and also allows ordering by phone, fax or mail.
As part of a bundle from an HVAC equipment manufacturer: Occasionally, HVAC software may be bundled with equipment purchases from manufacturers. This allows contractors to get the software they need at the same time as the physical equipment.
Free or freemium options: A few HVAC software providers like DoTimely offer free or freemium versions of their software that can be downloaded directly from their website. These have limited functionality compared to paid versions.
When purchasing HVAC software, it’s important to consider factors like the software’s features, pricing, ease of use, mobile capabilities, and integration with other business systems. Trying out a free demo is also recommended before committing to a purchase.
FieldEdge excels in job scheduling, invoicing, GPS tracking, and dispatching. It offers a highly organized platform that integrates well with QuickBooks, allowing HVAC contractors to manage their operations effectively. However, it lacks route optimization features and has received feedback regarding mobile app performance.