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HVAC Software


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mHelpDesk logo
 
mHelpDeskis a field service solution that works to organize and manage service requests, billing, reports and customer relationships. This system has been around since 2007 and currently helps over 13,000 businesses manage all aspects... Read More
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mHelpDeskis a field service solution that works to organize and manage service requests, billing, reports and customer relationships. This system has been around since 2007 and currently helps over 13,000 businesses manage all aspects... Read More
 
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
 
Fleetmatics WORK logo
 
Fleetmatics 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 mobile... Read More
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Fleetmatics 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 mobile... 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
 
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

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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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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
 
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
 
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(CRM),... 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(CRM),... Read More
 
Jobi logo
 
Jobi is a field services software that provides service professionals with a platform to manage their business through a cloud-based desktop site and a mobile app. Jobi offers call tracking, dispatch, prices estimating, invoices, GPS... Read More
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Jobi is a field services software that provides service professionals with a platform to manage their business through a cloud-based desktop site and a mobile app. Jobi offers call tracking, dispatch, prices estimating, invoices, GPS... Read More
 
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

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MindYourService.com logo
 
MindYourService.com from Linxtechs 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... Read More
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MindYourService.com from Linxtechs 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... Read More
 
SAMPro Enterprise logo
 
SAMPro Enterprise is an end-to-end accounting and service management solution. The integrated suite of Field Service applications offered includes Service Dispatching, Mobile Workforce, CRM, Analytics and KPI’s, Quoting, PO, Inventory... Read More
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SAMPro Enterprise is an end-to-end accounting and service management solution. The integrated suite of Field Service applications offered includes Service Dispatching, Mobile Workforce, CRM, Analytics and KPI’s, Quoting, PO, Inventory... 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
 
Dataforma logo
 
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 contractors... Read More
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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 contractors... Read More
 
MO.S.T. logo
 
MO.S.T. was created to meet the specific service and support needs of organizations in the HVAC, Plumbing, and Electrical services industries. The system offers tools to optimize scheduling and automate daily tasks both in the field... Read More
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MO.S.T. was created to meet the specific service and support needs of organizations in the HVAC, Plumbing, and Electrical services industries. The system offers tools to optimize scheduling and automate daily tasks both in the field... Read More

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WorkDeskPro logo
 
WorkDeskPro is a cloud-based field service management solution that allows engineers to remotely view, edit, and update jobs on any connected mobile device. With WorkDeskPro, users gain access to real-time job information, such as... Read More
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WorkDeskPro is a cloud-based field service management solution that allows engineers to remotely view, edit, and update jobs on any connected mobile device. With WorkDeskPro, users gain access to real-time job information, such as... Read More
 
WorkWave Service logo
 
WorkWave Service is a cloud-based field service software 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... Read More
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WorkWave Service is a cloud-based field service software 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... Read More
 
vx Field logo
 
Verisae is a powerful global provider of cloud-based, SaaS software that helps large retailers automate their maintenance, energy, field service, and remote monitoring programs. With Verisae’s vx Field for Mobile Workforce Management,... Read More
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Verisae is a powerful global provider of cloud-based, SaaS software that helps large retailers automate their maintenance, energy, field service, and remote monitoring programs. With Verisae’s vx Field for Mobile Workforce Management,... Read More
 
Visual Planning logo
 
Visual Planning is an expansive, comprehensive, and efficient system that offers a complete solution for a business’s Project Management needs. It combines the tools users need to allocate resources, manage individual projects, budgets,... Read More
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Visual Planning is an expansive, comprehensive, and efficient system that offers a complete solution for a business’s Project Management needs. It combines the tools users need to allocate resources, manage individual projects, budgets,... Read More
 
ServiceMax Suite logo
 
ServiceMax is a cloud-based field service solution delivering a fully integrated suite of applications for better managing employees and customers. On the market for just over 5 years now, ServiceMax has already secured a name for... Read More
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ServiceMax is a cloud-based field service solution delivering a fully integrated suite of applications for better managing employees and customers. On the market for just over 5 years now, ServiceMax has already secured a name for... Read More

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Buyer's Guide

by Justin Guinn,
Market Research Associate
Last Updated: December 6, 2017


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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