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EyeOnTask
EyeOnTask
EyeOnTask is a field service management software which is SAAS based. It helps all the service industries likes HVAC, Plumbing, Cleaning, Pest Control, CCTV, Construction to organize and manage their clients, jobs, invoices, inven...Read more about EyeOnTask
Solarvista
Solarvista
Solarvista™ is the world's first '2-in-1' field service management system that is built within, and provided with, 'no-code' application builder technology. It streamlines your field service operations by providing ready-made but ...Read more about Solarvista
FSM Grid
FSM Grid
FSM Grid is an IoT enabled field service management software. Some of its main features include scheduling, routing, work orders and inventory control to automate field service operations and connect in-field teams to a business's...Read more about FSM Grid
UpKeep
UpKeep
UpKeep is an Asset Operations Management solution that helps businesses scale by giving every Maintenance and Reliability team the tools and information they need to run Operations efficiently and effectively. From your desktop to...Read more about UpKeep
Dataforma
Dataforma
Dataforma Roofing Software was originally designed for roofing contractors, but it is now utilized by other construction trades, including electrical, plumbing and HVAC. It is a web-based business management system that helps cont...Read more about Dataforma
Smart Service
Smart Service
The Smart Service mobile app syncs with QuickBooks, allowing users to create and manage customer accounts, schedules, and invoices. In addition, the mobile Smart Service system expands QuickBooks with work order management, routi...Read more about Smart Service
Jobber
Jobber
Jobber is a cloud-based field service management software solution that allows small and midsize service businesses to manage field staff, provide customer support, and expand business operations either through a mobile app or a d...Read more about Jobber
mHelpDesk
mHelpDesk
mHelpDesk is a field service solution that helps customers automate everything from first customer contact to getting paid. This includes customer management, quoting, dispatching, invoicing, billing and reporting. mHelpDesk ...Read more about mHelpDesk
FieldAware
FieldAware
FieldAware by GPS Insight is a field service management software made specifically for businesses who have a mobile workforce and want to get organized, automated, and connected to their teams in way that simply cannot be done man...Read more about FieldAware
Kickserv
Kickserv
Kickserv is a cloud-based field service management solution that provides small businesses, tools and functionalities, which help them to manage leads, estimates, team's schedules, jobs, invoices and payments. Kickserv can be ta...Read more about Kickserv
IFS Field Service Management
IFS Field Service Management
IFS Field Service Management (FSM) offers tools that cover the entire service lifecycle. The solution is available on-premise or in the cloud, and it can be configured to meet the needs of organizations in a number of field servic...Read more about IFS Field Service Management
ServicePower
ServicePower
ServicePower is an on-premise and cloud-based field Service solution. It’s suitable for businesses of all sizes and across different industry verticals such as HVAC, IT, transportation, service and more. Key features include work ...Read more about ServicePower
Astea Alliance
Astea Alliance
Astea Alliance Enterprise is an end-to-end field service management (FSM) and mobility platform that provides large and enterprise service companies with functionality to support the full service lifecycle, from the initial custom...Read more about Astea Alliance
SAMPro Enterprise
SAMPro Enterprise
SAMPro Enterprise by data-basics is a field service and construction management solution that offers modules such as Service Dispatching, Mobile Workforce, CRM, Analytics, Quoting, PO, Inventory and Requisitioning, Preventative Ma...Read more about SAMPro Enterprise
Service Fusion
Service Fusion
Service Fusion is an all-in-one, cloud-based field service management software. It caters to service contractors and businesses of all sizes across multiple industries. Service Fusion offers field service management, VoIP phone so...Read more about Service Fusion
FieldEZ
FieldEZ
FieldEZ is a hybrid field service management (FSM) solution that helps organizations manage their field operations through automated job scheduling and work order management. The solution can either be deployed on-premise or hoste...Read more about FieldEZ
RazorSync
RazorSync
RazorSync is a cloud-based field service management solution that features both mobile and desktop capabilities. It is supported on Android and iOS and is designed for small and midsize field service businesses. Key features of th...Read more about RazorSync
ServiceMonster
ServiceMonster
ServiceMonster is the leading business software for field service professionals, providing an online all-in-one customer management, scheduling, and marketing solution. Designed specifically for the field service industry, Service...Read more about ServiceMonster
ServiceTitan
ServiceTitan
Transform your business with ServiceTitan's all-in-one software solution for residential and commercial field service businesses. With powerful tools that can increase revenue , supercharge your team, and provide real-time insight...Read more about ServiceTitan
The HindSite Solution
The HindSite Solution
The HindSite Solution is a field service management solution designed to help small and midsize employees manage their field workforce. features of this solution include work order management, time and material tracking, contact m...Read more about The HindSite Solution
Buyers Guide
Last Updated: March 16, 2023The heating, ventilation and air conditioning (HVAC) service sector is an $82 billion industry. As it continues to grow, there’s no shortage of software products on the market to support it.
Whether you have a one-man shop, small business or large enterprise, HVAC field service management software is critical. These systems organize technicians’ daily tasks, customer data and more and help keep appointments on schedule.
However, since there are many product options, it might be difficult to know which one is best for your business. To help, we put together this guide.
Here’s what we’ll cover:
What Is HVAC Service Software?
Common Functionality of HVAC Service Software
Potential Benefits of Using HVAC Service Software
How HVAC Service Software Is Priced
Integration With Other Applications
What Is HVAC Service Software?
HVAC service software is a type of field service management technology built specifically to handle the workflows and requirements of HVAC contractors. Buyers looking for HVAC dispatch software or HVAC scheduling software will typically find an integrated HVAC service software system beneficial. These systems can track almost any type of data that field technicians might need to help them work more efficiently, such as:
Work orders
Service contracts
Parts inventory
Invoices
GPS-tracked locations of field technicians
Since HVAC service software is intended for use in the field, most applications are accessible on mobile phones, laptops and tablets. That way, technicians can access customer details and work history, keep detailed notes, accept payments and capture photos on-site—all without having to call dispatch for information or update records when in the office.
Job schedule and status on iOS app for FieldAware
Common Functionality of HVAC Service Software
HVAC products typically support appointment scheduling, invoice creation and customer data storage. Beyond that, some systems also track HVAC equipment information, manage the business’ parts and supply inventory and facilitate customer communication.
Here’s a detailed description of this functionality:
Scheduling and routing | Lets field managers generate service schedules and routes based on the availability of contractors and other resources. |
Customer management | Basic customer management tools let companies store and view customer account details, payment and service history. |
Invoicing and payments | Allows technicians to create work invoices and automate customer payments upon completion of service while on site. |
Equipment tracking | Helps companies keep track of HVAC equipment details, such as make, model, serial number, warranty data, manufacturer and more. |
Inventory management | Lets users maintain inventory supply by tracking what items are used and sold and restocking when levels are low. |
Customer portal | Service customers can view available appointment windows, submit service requests, pay invoices and check expected arrival times. |
Service scheduling dashboard for ServiceTrade
Potential Benefits of Using HVAC Service Software
Service contractors who figure out how to effectively incorporate this software into their workflows can realize many benefits, including:
Fewer scheduling errors. Software Advice found nearly 67 percent of field service customers (not HVAC-specific) would not re-hire a company if a technician was up to 60 minutes late. Clearly, it’s important to prioritize punctuality. HVAC service software’s scheduling capabilities can give dispatchers a complete view of contractor schedules, location and availability to set appointment times contractors can keep.
Scheduling and dispatch board daily view for WinTac
Reduced double data-entry. The majority of HVAC service applications are built for use in the field. Therefore, technicians can create invoices, update records, take notes, track their time and more while on the job. This is much more convenient (and accurate) than having to create hand-written records that are entered into a system back in the office.
Increased overall efficiency. Service management products for HVAC companies automate many tasks, including: work orders generation, time tracking, scheduling, invoicing and customer management. When done manually, such tasks require many hours each day, so automating them can eliminate a lot of administrative work.
How HVAC Service Software Is Priced
The cost of field service software for HVAC contractors generally increases as the depth of functionality increases.
HVAC Service Software Pricing
Products on the lower end of the cost scale typically include only the most essential functionality, such as scheduling and basic invoicing and customer management. On the higher end, products have a more robust feature set—customer portals, inventory management and GPS fleet tracking capabilities, for example.
HVAC software’s price is also dependent on the number of people who will use the product. Some vendors charge a one-time or recurring fee based on the number of users. For example, a single user is charged a license fee; then, as the number of users who will need to access the system goes up, the per-user license cost goes down.
Other vendors charge a fixed one-time or recurring fee, which stays the same whether one or 50 users access the application.
The difference in per-user versus fixed-rate pricing models is especially important for businesses with many technicians.
Integration With Other Applications
For some businesses, especially large enterprises, integrating HVAC service software with other business applications is important.
Common integrations include:
Accounting software. HVAC business owners who integrate their field service software with an accounting solution can save themselves from having to manually transfer invoice and billing data from one application to another.
Customer relationship management (CRM) software. Companies with sales and customer support teams often require advanced interaction tracking and multi-channel marketing automation to effectively nurture prospective and existing customers. Integration with a CRM application can lead to more insights to help those teams upsell and meet customer expectations.