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The 7 Best HVAC Software Solutions for 2026

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

Luis Batongbakal
Luis Batongbakal
Last updated: 10 min read

HVAC software gives you a competitive advantage by letting you schedule tasks, dispatch technicians, and track job completion, all from the same place. Check out my review of the 7 best field service software for HVAC contractors.

More establishments are now switching to energy-efficient cooling and heating equipment. To keep up with the demand, investing in the best HVAC software is imperative (manual methods lead to delayed HVAC services that are driving 55% of negative customer reviews). 

In this article, I’ll pick apart the best software for HVAC businesses to help you find the best solution for your needs.

Top HVAC Software at a Glance
Our score
9.3
8.0
7.6
Best for
Live GPS-verified tech scheduling and dispatching
Predictive equipment maintenance
On-site payment processing
Pricing
Starting at $6/month per user + $50 monthly base fee
Contact sales for pricing
Contact sales for pricing
Our score
9.3
Best for
Live GPS-verified tech scheduling and dispatching
Pricing
Starting at $6/month per user + $50 monthly base fee
Our score
8.0
Best for
Predictive equipment maintenance
Pricing
Contact sales for pricing
Our score
7.6
Best for
On-site payment processing
Pricing
Contact sales for pricing

How our scoring system works

linksVector 1. Workyard

Features Pricing Pros and Cons Ratings and Reviews

In a nutshell

Workyard’s HVAC management software makes it super easy to schedule a job as soon as a customer calls, thanks to its drag-and-drop scheduling/dispatching calendar paired with the industry’s most accurate GPS tracking technology.

After I tested and compared it against other similar field service software, Workyard has also proven to be one of the easiest to use, despite its advanced features. Its tech-friendly app comes with an intuitive interface that workers can learn to use without the need for hours of training. Workyard also continues to work offline and plays well with accounting apps or third-party services (like QuickBooks) your HVAC team may already be using.

Key Features

  • Precise GPS tracking and geofencing
  • Rule-based and easily reviewed timecards
  • Simplified worker scheduling for complex projects
  • Automated workforce compliance
  • Detailed job and project tracking and real-time job costing

Our Score

9.3
Full scoring breakdown →
Start a free trial today Book a demo

Quick HVAC service 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.

I like how the scheduling dashboard looks like a fancy version of a spreadsheet you’re already familiar with. It requires almost no learning curve, and the drag-and-drop functionality works well in case you need to dispatch a technician to an urgent service call. Scheduling routine maintenance visits is also a breeze; 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. And 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:

a. 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.

Organize work by team member or project with custom tags. Organize work by team member or project with custom tags.
Communicate new tasks to your team instantly with push notifications. Communicate new tasks to your team instantly with push notifications.
Use the team calendar to assign tasks in no time. Use the team calendar to assign tasks in no time.
Monitor team locations live with a single map view. Monitor team locations live with a single map view.
Follow task updates with all notes in one place. Follow task updates with all notes in one place.

b. 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.

c. 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.

Set up recurring schedules for work done on a daily, weekly or monthly basis. Set up recurring schedules for work done on a daily, weekly or monthly basis.
Organize and plan work for your crew in one centralized digital calendar. Organize and plan work for your crew in one centralized digital calendar.
Schedule and dispatch work orders quickly with a daily + weekly planner. Schedule and dispatch work orders quickly with a daily + weekly planner.
Create, assign and notify workers of emergency tasks while on the go. Create, assign and notify workers of emergency tasks while on the go.
Use our integrations to schedule new tasks from your CRM. Use our integrations to schedule new tasks from your CRM.

d. 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.

Share a mobile calendar so crews know where to go. Share a mobile calendar so crews know where to go.
Keep your team updated with instant job info. Keep your team updated with instant job info.
Add notes, lists, and files so nothing gets missed. Add notes, lists, and files so nothing gets missed.
Provide lists your crew can check off in real time. Provide lists your crew can check off in real time.
Field updates come in live, with photos and more. Field updates come in live, with photos and more.

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.

With Workyard, 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.

Set geofences that trigger instant clock-ins when teams arrive on-site. Set geofences that trigger instant clock-ins when teams arrive on-site.
Restrict punch times and enforce daily work hour caps automatically. Restrict punch times and enforce daily work hour caps automatically.
Prevent buddy punching by capturing photo ID at every clock-in. Prevent buddy punching by capturing photo ID at every clock-in.
Auto-record location, time, and mileage for every shift. Auto-record location, time, and mileage for every shift.
Auto-assign hours by job site and custom rules. Auto-assign hours by job site and custom rules.
The only time clock that makes tracking easy with built-in automation tools. The only time clock that makes tracking easy with built-in automation tools.
Trigger break alerts and enforcement once thresholds are met. Trigger break alerts and enforcement once thresholds are met.
Automatically trim timecards to match the last project exit. Automatically trim timecards to match the last project exit.
Prompt workers to answer compliance questions before ending shifts. Prompt workers to answer compliance questions before ending shifts.

With time tracking automations enabled, workers are clocked in the moment they enter a geofenced job site.

Meanwhile, 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

In addition to the basic time tracking features above, I also tested Workyard’s smart forms that are built into its time clock. 

Instead of burdening your HVAC technicians with tons of paperwork before or after completing their jobs, you can simply choose from Workyard’s library of digital form templates, customize it, and set up automation so your HVAC techs will always be reminded to complete the form before clocking in or clocking out. 

What I like about this new feature is that you will be notified in real time in case the HVAC tech provides an unexpected answer, allowing you to get in touch with the worker and address the issue accordingly. This is a faster, more reliable approach to making sure HVAC work orders, maintenance logs, commissioning forms, and other crucial forms are always completed without stressing over paper files that can easily get lost.

Real-time HVAC crew 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. 

Workyard’s comprehensive HVAC job management software also stood out to me because it covers the trifecta of technician tracking. That is, it can track time, location, and driving mileage, unlike other generic apps that can only capture one or two of them. 

The live map isn’t only useful for learning which technicians are available and where they are at any given time. I switched between “Maps” and “Roads” viewing modes, and both gave me a bird’s-eye view of the worker location.

Easily assess hours on daily, weekly & monthly basis. Easily assess hours on daily, weekly & monthly basis.
Filter and group worker hours by time, project and cost code. Filter and group worker hours by time, project and cost code.
See real-time workforce locations and statuses in a convenient map view. See real-time workforce locations and statuses in a convenient map view.
See exactly what happened with detailed GPS timelines and change logs. See exactly what happened with detailed GPS timelines and change logs.
Smart alerts catch errors to save you time and ensure payroll is accurate. Smart alerts catch errors to save you time and ensure payroll is accurate.
Facial detection tech captures clock-in photos to prevent buddy punching. Facial detection tech captures clock-in photos to prevent buddy punching.
Easily clock in/out entire teams and monitor your crew while on the go. Easily clock in/out entire teams and monitor your crew while on the go.

With the right zooming adjustments, I can see a dispatcher or manager finding this tool useful in planning or optimizing driving routes to make sure technicians get to their customer locations the fastest, most fuel-efficient way. 

Workyard’s real-time visibility features include:

  • Crew status updates that sync across mobile and desktop
  • 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

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.

Get clear insights into every job’s status and progress. Get clear insights into every job’s status and progress.
Stay updated with real-time field notes and images. Stay updated with real-time field notes and images.
Monitor job sites in real time, from visits to status updates. Monitor job sites in real time, from visits to status updates.
Keep all job info, tasks, and reports at your fingertips. Keep all job info, tasks, and reports at your fingertips.

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.

Setup default breaks for workers to review when submitting time. Setup default breaks for workers to review when submitting time.
Remind workers to take rest breaks based on state rules. Remind workers to take rest breaks based on state rules.
Notify workers when their time cards are adjusted, with detailed reasons. Notify workers when their time cards are adjusted, with detailed reasons.

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

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. 

Quickly identify and correct attendance issues with powerful dashboards. Quickly identify and correct attendance issues with powerful dashboards.
Export all notes and images from employees in PDF and/or CSV format. Export all notes and images from employees in PDF and/or CSV format.
See hours worked on a daily, weekly and monthly basis. See hours worked on a daily, weekly and monthly basis.
Filter and group hours or timesheets by time, project and cost code. Filter and group hours or timesheets by time, project and cost code.

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
View More Workyard Features View Less Workyard Features

Pricing


Workyard provides clear, scalable pricing for HVAC companies looking to streamline scheduling, workforce management, and cost tracking.

Free Trial?

14-day trial with no credit card required

Starter

$6 / mo. per user (annual) or $8 / mo. per user (monthly)+ $50 company base fee

Pro

$13 / mo. per user (annual) or $16 / mo. per user (monthly)
+ $50 company base fee
Start a free trial today Compare plans

Pros and cons

Pros

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
Cons

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

Ratings and reviews

Our score

9
9
9
8
10
10
9
Learn how our scoring system works
4.3/5
4.3/5
4.7/5

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.

More Workyard IoS reviews →

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.

More Workyard Android reviews →

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.

More Workyard Capterra reviews →
Start a free trial today Book a demo

linksVector 2. ServiceTrade

Pricing Pros and Cons Ratings and Reviews

In a nutshell

ServiceTrade is an end-to-end platform tailored for commercial HVAC (and fire protection) service contractors. Its features range from scheduling and dispatching to quoting, inspections, and invoicing, all rolled into one system. 

With ServiceTrade’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 a complete equipment history, ServiceTrade’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 ServiceTrade’s AI technology is valuable, it comes at a premium cost. Its high price tag may scare away small, bootstrapped field service businesses. 

Since ServiceTrade caters to commercial contractors, I already expected that it would include a CRM feature. True enough, it has a SalesManager CRM that contractors can use to create proposals, track contracts, and manage recurring service commitments. However, it may require some learning curve and isn’t exactly the best fit for small to medium-sized companies looking for more flexibility or customization. 

ServiceTrade’s native integrations are also notably limited. Although it plays nicely with QuickBooks and a handful of other platforms (including Sage Intacct ), 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.

It’s also worth noting that the app didn’t work when I tried using it without internet access, which can disappoint field service contractors who might end up working in remote areas.

Key Features

  • AI-powered scheduling
  • Map-based dispatching tool
  • Time and job cost tracker
  • QuickBooks integration
  • Business analytics reporting

Our Score

8.0
Full scoring breakdown →
a computer screen displaying various items related to construction management and workforce tracking

Pricing

Free Trial?

No free trial available

Select

Available on inquiry

Premium

Available on inquiry

Enterprise

Available on inquiry

Pros and cons

Pros

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
Cons

Very slow website

Limited native integrations

Pricing is not disclosed on the website

Ratings and reviews

Our score

8
8
8
6
9
8
8
Learn how our scoring system works
2.6/5
2.3/5
4.6/5

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)

linksVector 3. ServiceTitan

Pricing Pros and Cons Ratings and Reviews

In a nutshell

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.

In fact, ServiceTitan recently rolled out its Tap-to-Pay mobile feature, enabling technicians to accept contactless payments on-site directly via the mobile app without extra hardware.

What I like about ServiceTitan is that everything you want to know about each customer is right at your fingertips. 

I tried using its app from both the technician and the office admin’s perspective. For technicians, the app provides real-time job details including equipment histories, photos, and signatures. Meanwhile, office staff (and even customers) will appreciate ServiceTitan’s dedicated customer portal, where you can track the progress of each job/service request. 

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.

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.

Read our complete ServiceTitan review

Key Features

  • Equipment and inventory management
  • Advanced quote and estimation system
  • SMS communication for both techs and customers
  • On-site SOP and checklist enforcement
  • Mobile time clock for technicians
  • Access to detailed customer history

Our Score

7.6
Full scoring breakdown →
a map of the united states of america with a focus on construction business and workforce management

Pricing

Free Trial?

No free plan available

Starter

Available on inquiry

Essentials

Available on inquiry

The Works

Available on inquiry

Pros and cons

Pros

Extensive customization options

Automated management system

Real-time GPS tracking of tech’s arrival

Easily reroute technicians to complete more work
Cons

Inaccurate time tracking according to users

Pricing information is not disclosed on the website

Complicated, time-consuming implementation

Dedicated training required

Multi-year contracts

Ratings and reviews

Our score

6
7
8
8
9
7
9
Learn how our scoring system works
3.0/5
3.1/5
4.4/5

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)

linksVector 4. Housecall Pro

Pricing Pros and Cons Ratings and Reviews

In a nutshell

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. 

I tested its estimate-to-job functionality and found the whole transaction easy and smooth. 

You can create an estimate just like how you add a new schedule in the calendar. Each estimate comes with a job cost breakdown at the bottom, which will provide you with an estimate of the profit margin based on the cost of materials and services you entered. 

Users can also create multiple estimate options, which they can send to the customers. And once the customer selects an estimate and approves it, Housecall Pro can automatically turn it into a scheduled job, eliminating the need for additional manual entry. 

Housecall Pro offers a flat cost for up to 15 users, making it an ideal choice for small contractors looking for a comprehensive solution or a reliable HVAC estimating software 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.

Check out our more complete Housecall Pro review

Key Features

  • Drag-and-drop job scheduling
  • On-the-spot/scheduled dispatching
  • GPS employee time tracking
  • Easy service estimates
  • Built-in paperless invoicing
  • Professional price book templates

Our Score

7.3
Full scoring breakdown →
Adding "On My Way" details on Housecall Pro to let the client know the technician will be arriving soon

Pricing

Free Trial?

14 days (no credit card needed)

Basic

$79/mo.

Essentials

$189/mo.

MAX

$329/mo.

Pros and cons

Pros

Intuitive dashboard features

Quick access to the customer database

Flat cost for up to 15 users

Estimates easily convertible into jobs
Cons

Location not tracked in real-time

Limited support and integrations for Basic plan users

Escalated phone support only available on the highest plan

Ratings and reviews

Our score

8
6
8
7
7
7
8
Learn how our scoring system works
4.5/5
3.2/5
4.7/5

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)

linksVector 5. FieldEdge

Pricing Pros and Cons Ratings and Reviews

In a nutshell

FieldEdge is a field service management software for HVAC contractors looking for something that offers more than a scheduling and dispatching solution. 

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.

I like that its dashboard displays analytics with customizable reports on performance metrics, revenue drivers, and forecasting. There’s also the MarketingEdge, which can help you nurture leads and service agreement renewals through email and SMS campaigns. 

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. 

Check out our more complete FieldEdge review

Key Features

  • Drag-and-drop dispatching board
  • Performance tracking dashboard
  • Work order management
  • Invoicing and payment processing
  • Visual price book
  • QuickBooks integration

Our Score

7.3
Full scoring breakdown →
FieldEdge work order management

Pricing

Free Trial?

No free trial available

Select

Available on inquiry

Premier

Available on inquiry

Elite

Available on inquiry

Pros and cons

Pros

Automatic work order creation

Map-based scheduling for better routing

Clock in/out via mobile app

Work order history and details on one page
Cons

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

Ratings and reviews

Our score

6
7
9
8
8
7
7
Learn how our scoring system works
1.9/5
2.0/5
4.2/5

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)

linksVector 6. Field Complete

Pricing Pros and Cons Ratings and Reviews

In a nutshell

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’s operational efficiency.

While I admit its interface can take some time to get used to, I give plus points to its dispatch functionality. Field Complete allows you to track technicians in real time, perform one-click task assignment, and optimize routes to help your technicians cut fuel and travel overhead when driving. 

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.

Key Features

  • Drag-and-drop dispatching board
  • Separate board for field techs and contractors
  • Collapsible job location map
  • Built-in route planning
  • In-app messaging
  • On-site estimates and invoicing

Our Score

5.8
Full scoring breakdown →
Field Complete dispatching

Pricing

Free Trial?

Free access for teams with up to 10 members

Bronze

$29.99/mo.

Silver

$199.99/mo.

Gold

$399.99/mo.

Platinum

Available on inquiry

Pros and cons

Pros

Jobs are color-coded according to status

Offline-capable mobile app

Technician location is tracked in real time

Share jobs with subcontractors
Cons

Issues with features not working properly

Downloadable desktop app not available

Personalized onboarding and support are sold separately

No built-in time tracker

Ratings and reviews

Our score

7
7
7
6
8
0
8
Learn how our scoring system works
3.4/5
5.0/5

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)

linksVector 7. Joist

Pricing Pros and Cons Ratings and Reviews

In a nutshell

Joist streamlines crafting estimates and invoices on the go. The app suits those who are hustling from one job site to the next.

I appreciate how customizable the estimates are for contractors. I could change the markups, deposits, payment schedules, contracts, and even jobsite photos with ease (and I assume it will be as easy to use for HVAC techs right from the worksite). 

Joist’s plans also offer online payment options, enabling clients to settle their bills 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, unlike other HVAC business software featured on this list. 

Also, I find its integration scope too narrow. As of this writing, integration is limited only to QuickBooks Online. There’s no API support or broad connections to other essential tools, making it less versatile for operations that rely on diverse systems. 

Check out our complete review of Joist

Key Features

  • Built-in estimates and invoicing
  • Online payment processing
  • Business revenue reporting
  • Client database
  • QuickBooks Integration

Our Score

4.2
Full scoring breakdown →
a screenshot of a web page featuring a green and white logo related to construction business and workforce management

Pricing

Free Trial?

7 days (no credit card needed)

Basics

$8/mo.

Pro

$15/mo.

Elite

$32/mo.

Pros and cons

Pros

Simple, intuitive interface

Homeowner financing available on all plans

Reusable project templates
Cons

Phone support not available on basic plan

No mobile time clock for field techs

No integrated job progress or cost tracking

Ratings and reviews

Our score

9
8
9
7
0
0
0
Learn how our scoring system works
4.6/5
4.4/5
4.1/5

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)

What is HVAC software?

HVAC software is a tool that helps heating, ventilation, and air conditioning companies manage tdaily operations like scheduling, dispatching, and invoicing from one centralized platform. 

It replaces handwritten invoices, whiteboard schedules, and spreadsheets with connected digital workflows that streamline office and field communication.

Typical users include HVAC business owners, managers, office admins, and technicians who rely on the software to coordinate jobs and keep projects on track.

How HVAC software works

HVAC software centralizes scheduling, billing, dispatching, and other key operations into one connected system.

Office staff can create and assign jobs, schedule technicians, and track progress through a live dashboard. Once a job is scheduled, technicians receive all the details on their mobile device—including customer history, equipment information, and special instructions—so they’re prepared before they even arrive on site.

Dispatchers use GPS tracking and route optimization tools to send the nearest technician to each job with minimal travel time.

Field technicians can update job status, take photos, log parts used, and even accept payments directly from the field, while the back office receives automatic updates for invoicing, payroll, and reporting. Many systems integrate with accounting tools like QuickBooks, so estimates and invoices flow directly into your books without double entry.

By digitizing these workflows, HVAC service software turns what used to be a manual, error-prone process into a smooth, automated system–reducing scheduling conflicts, speeding up payments, and giving teams better visibility into every job.

Benefits of HVAC software

  • Streamlined scheduling and dispatching: Drag-and-drop scheduling boards and live GPS tracking make it easy to assign jobs based on location and availability.
  • Faster, more accurate invoicing: With HVAC invoicing software, technicians can create and send invoices right from the jobsite. They can add parts used, capture customer signatures, and process credit card payments on the spot. 
  • Better communication between office and field: Field service management software for HVAC keeps everyone in sync. Techs see job updates in real time, office staff know when a job is completed, and customers receive notifications like “on my way” texts.
  • Improved visibility and reporting: Owners and managers get dashboards and reports that track key metrics such as job profitability, technician performance, and contract renewals.
  • Recurring service management: HVAC contractor software makes it simple to manage maintenance contracts. The system automatically generates work orders for seasonal tune-ups or annual inspections, ensuring no agreement slips through the cracks.
  • Integration with accounting and payroll: Many tools integrate with QuickBooks or similar systems, so estimates, invoices, and payroll data flow seamlessly into your books. 
  • Professional image for customers: Sending digital estimates, polished invoices, and appointment confirmations gives your company a modern, professional look.

How much does HVAC software cost?

HVAC business software typically costs between $40 and $300+ per user per month, depending on company size, number of technicians, and included features. Most providers use a subscription model—either per-user or a flat monthly fee for a set number of users. Prices rise with advanced capabilities like inventory management, reporting, or integrated phone systems. Many platforms offer free trials or limited free plans, while setup or onboarding fees may apply for data migration, staff training, or customization.

What to look for in HVAC software

When comparing HVAC software tools, start by focusing on the essentials that every strong platform should include.

Core Features (Must-Haves)

  • Scheduling and Dispatching: Centralizes job assignments and technician routing to reduce downtime and travel costs.
  • GPS Tracking and Route Optimization: Helps dispatchers assign the nearest available technician.
  • Mobile App Access: Keeps field technicians connected with job details, customer history, and status updates in real time.
  • Automated Maintenance Scheduling: Generates recurring work orders for service agreements and seasonal tune-ups.
  • Reporting and Analytics: Gives owners visibility into profitability, technician performance, and open work orders.

Nice-to-Have Features (Differentiators)

  • Customer and Equipment Management: Stores service history and asset data so teams can deliver faster, more informed service.
  • Inventory and Parts Management: Tracks materials used and syncs with purchasing systems.
  • Integrations with Accounting or CRM Tools: Streamlines financial data and customer communication.
  • Invoicing and Payments: Allows techs to create invoices, capture signatures, and process payments directly from the field.

How to choose the best HVAC software

Choosing the right HVAC business management software goes beyond price or feature lists. Follow these steps to find the best fit for your field team and office workflow:

  1. Define your daily challenges. Identify pain points like scheduling delays, lost invoices, or poor technician visibility to narrow your focus to HVAC software that directly solves those issues.
  2. Compare tools against essential features. Look for strong scheduling and dispatching, mobile field access, invoicing and payment tools, customer management, and real-time reporting — the core capabilities every HVAC company needs.
  3. Test usability with your field team. Run free trials or demos to see how easily technicians can update job details, capture signatures, and sync data even in low-reception areas.
  4. Evaluate integrations and support. Choose a platform that connects with accounting tools like QuickBooks and offers responsive onboarding and live support to minimize downtime.
  5. Balance cost and long-term ROI. Consider not just the subscription price but how much time it saves through automation, faster payments, and improved scheduling accuracy.
View More About HVAC Software View Less About HVAC Software

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.

Start a free trial today
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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!

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FAQs
What is the best HVAC flat-rate pricing software?

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.

Where to buy HVAC software

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.

What features does FieldEdge provide for HVAC contractors?

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.

What’s the best HVAC software for small business owners?

The best HVAC software for small business owners is affordable, easy to use, and mobile-friendly. HVAC service software for small business should include scheduling, invoicing, and dispatching features without being overly complex or costly. Look for options that integrate with QuickBooks or other accounting tools, since many HVAC small business software solutions are designed to reduce manual data entry.

How does HVAC dispatch software improve field operations?

HVAC service dispatch software centralizes job scheduling and technician assignments so managers can see availability, track progress, and reroute techs if needed. With HVAC dispatching software, jobs are sent directly to technicians’ mobile devices, complete with customer details and equipment history. This reduces phone calls, eliminates confusion, and helps the office and field teams stay aligned.

Does HVAC invoicing software integrate with QuickBooks?

Yes, most HVAC invoicing software integrates seamlessly with QuickBooks. This means invoices generated in the field automatically sync with your accounting system, reducing duplicate data entry and errors. HVAC invoice software also allows techs to collect digital signatures, accept credit card payments, and send professional invoices on the spot.

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Workyard automates time tracking so your service techs stay accountable and productive all the time.