Finding software can be overwhelming. We've helped hundreds of HVAC service businesses choose the right service software to improve scheduling and accept on-site payments.

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JobberFrontRunners 2021

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

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Recent recommendations: 152 recommendations

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ThermoGRIDFrontRunners 2021

ThermoGrid is a cloud-based, field service solution for small to midsize residential contractor companies. It offers an integrated suite of applications to automate day-to-day operations and streamline service management. Sma... Read more

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Recent recommendations: 110 recommendations

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Housecall ProFrontRunners 2021

Housecall Pro is a cloud-based field service management app for service professionals to automate workflows and streamline technician dispatch. This solution includes a native mobile app and complementary web portal and serves a w... Read more

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Recent recommendations: 76 recommendations

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Service FusionFrontRunners 2021

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

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Recent recommendations: 74 recommendations

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Workiz

With Workiz, field service pros can grow their business by ditching antiquated business management methods such as pen and paper, Excel spreadsheets and Google Calendar.Workiz provides an easy-to-use platform that allows service p... Read more

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Recent recommendations: 50 recommendations

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FieldEdge

FieldEdge by dESCO is a cloud-based field service management solution for home service contractors in fields including HVAC, plumbing, electrical and more. The field service software allows companies to manage business operations ... Read more

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Recent recommendations: 38 recommendations

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ServiceTitan

ServiceTitan for HVAC, plumbing and electrical home service businesses is a cloud-based field management platform that offers scheduling, dispatch, invoicing, sales, and more. The platform offers marketing ROI and conversion track... Read more

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Recent recommendations: 21 recommendations

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FieldPlus

MarginPoint FieldPlus combines the efficiency of field service software with our unique inventory management and replenishment solution saving service contractors time and money. When your techs add inventory to the work order, it... Read more

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Recent recommendations: 19 recommendations

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Mobiwork MWS

Mobiwork MWS is a suite of field service solutions that features GPS tracking, inventory management, billing and invoicing, work order management, electronic forms, scheduling and dispatch and contact management. It offers cloud-b... Read more

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Recent recommendations: 16 recommendations

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Commusoft

Commusoft is a cloud-based workforce management solution for field service companies of all sizes including plumbers, gas and heating engineers, electricians and oil technicians. It helps users to manage customer databases, quotat... Read more

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Recent recommendations: 13 recommendations

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S2K Vision

Vision, by Davisware is an end-to-end business management solution for commercial HVAC, commercial foodservice, petroleum equipment service, and other field service industries. The Vision solutions offers one platform for service ... Read more

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Recent recommendations: 7 recommendations

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SkyBoss

SkyBoss is a cloud-based field service solution suitable for businesses of any size across a variety of industries. Key features include modules for scheduling and dispatch, invoicing and work orders, client tracking, task managem... Read more

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Recent recommendations: 7 recommendations

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ServiceBoxFrontRunners 2021

ServiceBox is an integrated cloud solution for commercial and residential service-based companies such as plumbers, HVAC repairmen, locksmiths, cleaning services and more. Work orders and maintenance management tools allow a ... Read more

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Recent recommendations: 6 recommendations

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simPROFrontRunners 2021

simPRO is a powerful job management software solution created by trade contractors, for trade contractors. If your business struggles with quoting multi-stage projects, managing inventory, communicating with technicians, or any ot... Read more

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Recent recommendations: 5 recommendations

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BuildOps

BuildOps for commercial HVAC, plumbing and electrical service businesses is a cloud-based field service management platform. BuildOps mobile and web based applications streamline communication between office staff and field techni... Read more

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Recent recommendations: 3 recommendations

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DataformaFrontRunners 2021

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

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Recent recommendations: 1 recommendations

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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

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Recent recommendations: 1 recommendations

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UpKeep

UpKeep's CMMS is a modern maintenance and asset management solution for your team. From your desktop to your phone and even your tablet, UpKeep is easily accessible from anywhere at any time. Create work orders on-the-go, get noti... Read more

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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

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Verizon Connect

Verizon Connect Reveal is a cloud-based electronic logging device (ELD) and fleet management platform that provides GPS fleet tracking to help businesses gain a 360 overview of all fleet management operations. High-resolution maps... Read more

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Buyers guide


Last Updated: April 14, 2021

 

The 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.

Screenshot of job schedule and status on Fieldware app for iOS


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.
Screenshot of service scheduling dashboard for ServiceTrade


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.

Screenshot of scheduling and dispatch board daily view for WinTac


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

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.

FrontRunners

Your Guide to Top HVAC Service Software, February 2021

Software Advice uses reviews from real software users to highlight the top-rated HVAC Software products in North America.

Learn how products are chosen

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Software Advice
“Usability” includes user ratings for Functionality and Ease of Use.“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.Reviews analysis period: The reviews analysis period spans two years and ends on the 15th of the month prior to publication.