HVACBizPro 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

HVACBizPro

4.9

(159)

Pricing

Starting at $199.00 per month

About HVACBizPro

HVACBizPro is a field service management solution designed to optimize HVAC business management operations. The key features of this software include customer and work order management, invoicing and billing functionalities and integration options. It allows HVAC businesses to manage customer data, schedule and track service calls, create and send invoices and generate detailed reports on business performance. Additionally, the solution offers real-time analytics and insights to help businesses make informed decisions.

A key feature of HVACBizPro is its user-friendly interface, which allows businesses to manage customer information, track service requests and generate invoices. The platform offers flexibility in managing work orders, scheduling appointments and tracking service technician assignments. The platform enables businesses to handle invoicing, payment processing and financial reporting, improving overall business operations. Additionally, it supports inventory management capabilities, enabling businesses to track and manage parts and supplies.

HVACBizPro offers advanced reporting features that provide businesses with valuable insights into job performance, revenue trend...

HVACBizPro Screenshots

HVACBizPro Pricing and Plans

Starting price: $199.00 per month

Free Trial

Free Version

I want it ALL Annual Plan

$4,788.00

flat rate, per year

Plan includes:

Commercial Proposals
Dispatching
Flat Rate for Service
QBO Integration
Residential Proposals
Res Load Calculation
Texting Communications

I want it ALL Semi-Annual Plan

$2,394.00

flat rate

Plan includes:

Commercial Proposals
Dispatching
Flat Rate for Service
QBO Integration
Residential Proposals
Res Load Calculation
Texting Communications

I want it ALL Monthly

$399.00

flat rate, per month

Plan includes:

Commercial Proposals
Dispatching
Flat Rate for Service
QBO Integration
Residential Proposals
Res Load Calculation
Texting Communications

I want to pick my plan Monthly

Pricing available upon request

Plan includes:

Residential Proposals

Consulting Option/Strategic Partnership

Pricing available upon request

Plan includes:

Attend Weekly Marketing Huddle
Daily Wrap-up 4/5 Days
Fractional Sales Manager Duties
Hvacbizpro.Com
Install OPS Set-up & on-Going
Maintenance Module Set-up
Monthly Financial Review 15th
Monthly on-Site Visit 1 Week
Service Ops Set-up
Train Salespeople on Bizpro

Consulting Option/Partnership

Pricing available upon request

Plan includes:

Daily Wrap-up 2/5 Days
Quarterly Financial Review
Quarterly on-Site Visit 3 Days
Train Salespeople on Bizpro*
Weekly Huddle via Zoom

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HVACBizPro Features

Popular features found in HVAC
Billing & Invoicing
Calendar Management
Customer Database
Electronic Payments
Inventory Management
Location Tracking
Maintenance Scheduling
Mobile Access
Service History
Technician Management
More features of HVACBizPro
Accounting
Dispatch Management
Quotes/Estimates
Routing
Scheduling
Work Order Management

HVACBizPro User Reviews

Overall Rating

4.9

Ratings Breakdown

94%

Secondary Ratings

Ease of Use

4.8

Value for money

4.9

Customer support

4.9

Functionality

4.8

DeWayne G.

Verified reviewer

Management Consulting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed February 2020

HVACBizPro Review

Increased sales and revenue

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very easy to use. Helps the customer understand their options for their purchase.

Cons:

I would like to see more features like call recording and GPS tracking. But for the price it is a great deal.

Ken B.

Verified reviewer

Construction

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2020

Selling software

It has made the process faster, duplicatable, and professional.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

HVAC BizPro has elevated our residential HVAC business to the highest level of professionalism in the area. With ease of load calculating, multiple options for the customer, and all the small details that present a well laid out proposal to the customer, it allows for close rates that were impossible to achieve with any other sales format. I can't speak highly enough of the support that is offered along with the software. A wonderful product and great company!

Cons:

Since we have used this product for nearly 7 years, we have seen improvements that have made it easier and more streamlined with every passing week. It is difficult to find deficiencies with a program that has a development team pushing hard to make it better everyday for the end user.

Reasons for choosing HVACBizPro

The look and ease of working through the proposal set-up and layout.

Reasons for switching to HVACBizPro

To bring the company up to a higher level of professionalism.

Steven C.

Verified reviewer

Construction

2-10 employees

Used daily for less than 6 months

Review source

Reviewed December 2021

Kept freezing up.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I don’t know because I could never get it to work right.

Cons:

We tested it out in the field with my service manager. He used his Ipad. Unfortunately the program kept freezing up when he was trying to put together proposals. I tried several times to deal with the [SENSITIVE CONTENT] on this issue. While he was a nice guy and I believe he really wanted to help us out, he didn’t really know what to do because it was a problem with the program. We came back to my office where I have really good Wi-Fi and it froze up right in front of me, and so at that point I told him to just go back to doing his estimates by hand. I did pay for several months without using the program. On the last month I sent them an email the day that we were charged and ask them if they could at least refund that one month to me seeing as I had paid them for numerous months and I’ve never used the program. I never even received a response back from them. I don’t like to write negative reviews about a company but I felt it necessary to do this because I received an email from the company literally saying that they were “In dire need of your help “. They then went on to ask me for a review so that they could in their words,”Stay relevant”.

Vendor Response

Steven, Thank you for your feedback. I struggle with these types of reviews since I personally know how much time we spent trying to get your particular device to work. We understand that if it didn't work then why would you keep using it. We apologize for your negative experience with our program on your device. In so far as our email asking for reviews. That email is designed to get people to respond. It is important to Stay Relevant. Thus the "dire need of your help" statement. Relevancy in an industry is important for a company to thrive. And reviews are how you tell a story to future clients. I wish you the best of luck.

Replied December 2021

Adam P.

Verified reviewer

Mechanical or Industrial Engineering

501-1000 employees

Used daily for less than 6 months

Review source

Reviewed December 2021

Game Changer

Customer service is outstanding

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The amount of time it saved when getting out bids

Cons:

Print out version doesn't look as clean as the online version

Reasons for choosing HVACBizPro

Liked the presentation better

Reasons for switching to HVACBizPro

Seen the Bizpro proposal and liked the modern look

Gary T.

Verified reviewer

Wholesale

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed December 2021

Indispensable Tool for HVAC Companies

We are putting forth a tool that allows our dealers to leave the "me too" market and transition into a problem solver for their customers. This program is intuitive to use and it does not take long for a dealer to start seeing real results.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Using HVAC Biz Pro, we have seen a direct impact on our participating dealers when it comes to closing ratio and product tier mix. I have never seen a dealer who fully embraced HVAC Biz Pro that did not see improved results in both categories. Propose & Close allows for the dealer to “think like a retailer” and tier their financing so that their higher tier offerings (efficiency and features) are affordable to the consumers who want to go beyond builder grade type equipment. In addition, the program also offers other needed features (Service, Dispatch, Reporting, Automated Follow-up, Block Load) that is of great value to our dealers. We are extremely pleased with HVAC Biz Pro as well as the support we receive from our partners at this fine company.

Cons:

Nothing comes to mind. They are like Vanilla Ice. If you've got a problem, they'll solve it. : )

Jason S.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Review source

Reviewed April 2020

Great for Managing in Home Sales

This program works very well and is backed up by the best customer service our company has experienced ever in our 30 years of dealing with software like this. Our close rate, average sale, and referral rate increased immediately once we fully implemented the program and have grown each year because of the product and the support from [SENSITIVE CONTENT HIDDEN] and the rest of the team at HVACbizPro.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The program was the only one that fit the pricing strategy that our company employs. It allows us to accurately specify and price projects rapidly in the home at the kitchen table. The program is very flexible and very easy to train sales people to use there is also a library of videos and articles to quickly walk you through any problems you have using the program. More importantly, any time we got stuck or have a problem, we get a hold of a live representative and they walk us through the solution in minutes not hours or days. It revolutionized how we managed the sales process from the way that the program introduces your firm to the client before the sales professional arrives, sending texts when the sales professional is on the way, presenting the options, and there is tremendous capability to offer follow up if a sale is not closed at the table.

Cons:

If you wanted to, you could literally start using this program the day you got set up by [SENSITIVE CONTENT HIDDEN] and his team. It is that easy to use. For us though, the only difficulty with the program is the same with any worthwhile management software. For us, it was a full time job for one staff member for about two weeks or so to fully build all the templates we require and get all the functionality of the program where it needed to be for us. to put that in perspective, we built over 500 templates. We also fully take advantage of the dispatching functions, so getting all the email templates together takes some time. during this time though the product support, answering our questions was the best I have ever experienced, BY A LONG SHOT.

Reasons for switching to HVACBizPro

It was difficult to set up and the support to set it up was poor. Also, we felt we could not easily manipulate the pricing to meet weekly/monthly/quarterly variations in our business.

Daren S.

Verified reviewer

Retail

51-200 employees

Used daily for more than 2 years

Review source

Reviewed December 2021

Take your company to the next level

Excellent experience. I love the software/program

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software allows us to convey a ton of information to our customers in an easy to read format.

Cons:

Some glitches in the software that cause a proposal to lose information while the advisor is creating the proposal.

Vendor Response

Thank you Daren for the positive feedback. We believe the "glitch" you are referring to has been resolved and you should be good-to-go now. If you still experience issues please reach out to the team and we can further diagnose the issues.

Replied December 2021

Tim S.

Verified reviewer

Consumer Services

51-200 employees

Used daily for less than 2 years

Review source

Reviewed February 2020

HVACbizPro

|My overall experience has been nothing but positive. It has increased sales for me and our company and it has also increased the dollar amount of each sale. It also provides you with your quote to close numbers and monthly sales figures to track your performance as you go. Absolutely love using BizPro.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This is the best proposal option that I have seen in my 15 years experience in selling HVAC equipment. This program provides me the opportunity to provide 4 different quality levels of equipment that is very easy to read and understand for the customer and I am able to provide them all 4 options within minutes of sitting down with the customer after looking at their systems. It is very user friendly and you are also able to easily and quickly add or change options within the quote. I can't tell you how much time this has saved me from typing proposals like I have done in the past. It has increased sales for myself and for our company and also increased the quality level of the equipment that people are buying because the side by side comparisons are right in front of them.

Cons:

I really have nothing that I dislike about the software. Any suggestions that we have ever made to try to change anything has always been taken to heart by [SENSITIVE CONTENT HIDDEN] and changed if possible.

Reasons for switching to HVACBizPro

We made the switch because we knew the benefits could be huge and our sales manager is very open to new ways to increase and grow this company.