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HVAC Software


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Housecall Pro logo
 
Housecall Pro is a cloud-based field service management app for service professionals to automate their workflows. This solution includes a native mobile app and complementary web portal and serves a wide range of industries, such... Read More
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Housecall Pro is a cloud-based field service management app for service professionals to automate their workflows. This solution includes a native mobile app and complementary web portal and serves a wide range of industries, such... Read More
 
mHelpDesk logo
 
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 has multiple... Read More
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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 has multiple... Read More
 
WorkWave Service logo
 
WorkWave Service is a cloud-based field service solution. It offers mobile and desktop applications to connect field workers to the office to provide visibility into what’s happening in the field. The mobile applications allow field... Read More
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WorkWave Service is a cloud-based field service solution. It offers mobile and desktop applications to connect field workers to the office to provide visibility into what’s happening in the field. The mobile applications allow field... Read More
 
Service Fusion logo
 
Service Fusion is a cloud-based field service management software. It caters to businesses of all sizes across multiple industries. It offers field service management, GPS fleet tracking, credit card processing and mobile applications... Read More
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Service Fusion is a cloud-based field service management software. It caters to businesses of all sizes across multiple industries. It offers field service management, GPS fleet tracking, credit card processing and mobile applications... Read More
 
Verizon Connect Work logo
 
Verizon Connect Work is a cloud-based field service solution that allows users to organize schedules, manage and track job progress and manage dispatching process. Office and field workers can receive job information and updates on... Read More
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Verizon Connect Work is a cloud-based field service solution that allows users to organize schedules, manage and track job progress and manage dispatching process. Office and field workers can receive job information and updates on... Read More

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Service Cloud Field Service logo
 
Service Cloud from SalesForce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralize and optimize... Read More
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Service Cloud from SalesForce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralize and optimize... Read More
 
ServiceTitan logo
 
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 tracking... Read More
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49
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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 tracking... Read More
 
FieldEdge logo
 
FieldEdge by dESCO is a cloud-based Field Service Management solution for home service contractors in fields including HVAC, plumbing, electrical and more. The solution allows companies to manage business operations remotely. The... Read More
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FieldEdge by dESCO is a cloud-based Field Service Management solution for home service contractors in fields including HVAC, plumbing, electrical and more. The solution allows companies to manage business operations remotely. The... Read More
 
ThermoGRID logo
 
ThermoGRID is a cloud-based, field service solution for small to midsize residential contractor companies. It offers an integrated suite of applications to help automate the day-to-day operations of the business. Before sending a... Read More
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ThermoGRID is a cloud-based, field service solution for small to midsize residential contractor companies. It offers an integrated suite of applications to help automate the day-to-day operations of the business. Before sending a... Read More
 
Mobiwork MWS logo
 
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-based... Read More
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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-based... Read More

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Wintac logo
 
Wintac is an on-premise business management solution that caters to field service, installation and service contracting organizations. The key features of the solution include work order management, customer relationship management... Read More
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Wintac is an on-premise business management solution that caters to field service, installation and service contracting organizations. The key features of the solution include work order management, customer relationship management... Read More
 
ServMan logo
 
ServMan by Cube Six is an on-premise enterprise management and accounting solution designed for businesses in the field service industry. ServMan has been used by industries including electrical, plumbing, Construction, IT Services... Read More
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ServMan by Cube Six is an on-premise enterprise management and accounting solution designed for businesses in the field service industry. ServMan has been used by industries including electrical, plumbing, Construction, IT Services... Read More
 
Trimble PULSE™ logo
 
Trimble PULSE is a modular, cloud-based Field Service solution for midsize to large companies in a variety of industries worldwide. It’s suited for a service companies that specialize in anything from plumbing to property maintenance,... Read More
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Trimble PULSE is a modular, cloud-based Field Service solution for midsize to large companies in a variety of industries worldwide. It’s suited for a service companies that specialize in anything from plumbing to property maintenance,... Read More
 
Visual Planning logo
 
Visual Planning is a hybrid resource management and scheduling platform that helps businesses to manage their assets and day-to-day operations. The solution can be deployed on-premise or hosted in the cloud. Visual Planning offers... Read More
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Visual Planning is a hybrid resource management and scheduling platform that helps businesses to manage their assets and day-to-day operations. The solution can be deployed on-premise or hosted in the cloud. Visual Planning offers... Read More
 
SAMPro Enterprise logo
 
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 Maintenance... Read More
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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 Maintenance... Read More

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Aimsio logo
 
Aimsio is a cloud-based field service management solution for businesses of all sizes. It offers contact management, billing and invoicing, inventory management, scheduling and dispatch and work order management. Aimsio offers a platform... Read More
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Aimsio is a cloud-based field service management solution for businesses of all sizes. It offers contact management, billing and invoicing, inventory management, scheduling and dispatch and work order management. Aimsio offers a platform... Read More
 
Medulla Pro logo
 
Medulla Pro is a field service management solution for businesses of any size. The solution offers features for dispatching, scheduling, inventory, mobile reporting, work orders, parts, contracts, job checklists, field service tracking,... Read More
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Medulla Pro is a field service management solution for businesses of any size. The solution offers features for dispatching, scheduling, inventory, mobile reporting, work orders, parts, contracts, job checklists, field service tracking,... Read More
 
ServiceBox logo
 
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 user... Read More
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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 user... Read More
 
MindYourService.com logo
 
MindYourService.com is a cloud-based field service management solution designed to help service-based businesses schedule jobs, reduce expenditures, optimize workflow and task assignments, and operate in an error-free environment. The... Read More
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MindYourService.com is a cloud-based field service management solution designed to help service-based businesses schedule jobs, reduce expenditures, optimize workflow and task assignments, and operate in an error-free environment. The... Read More
 
Service Pro logo
 
MSI Data’s Service Pro is a cloud-based field service management solution for field service businesses in a variety of verticals including manufacturing, construction, telecommunications, transportation and distribution. The platform... Read More
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MSI Data’s Service Pro is a cloud-based field service management solution for field service businesses in a variety of verticals including manufacturing, construction, telecommunications, transportation and distribution. The platform... Read More
 

Buyer's Guide

by Taylor Short,
Market Research Associate
Last Updated: September 1, 2018


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.

 

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