Top 25 Best HVAC Software to Grow Your HVAC Business
Top 25 Best HVAC Software to Grow Your HVAC Business
October 20, 2024
The HVAC industry has evolved over the past few years.
Customers want to book jobs and stay updated on tech arrivals and technicians need a software solution to connect with the office team and maximize on-field operations.
This all points to the fact that HVAC software is a necessity for any HVAC business looking to stay ahead of the curve.
We did some digging and came up with a huge list of HVAC software based on their features, performance, and online reviews. Go ahead and explore the best software for HVAC businesses.
Best HVAC Field Service Software to Boost Productivity
We’ve grouped each section into features, pros, and cons so that you can have a holistic view of each software’s offerings. Now let’s get started.
Your techs can also check customer records, change their availability, and mark jobs as complete. Housecall Pro offers a wide range of tools for managing your on-the-job and office tasks.
Features
Drag-and-drop job scheduling tools and service dispatching software
Build price book to include expenses and profit margins
Track and analyze employee clock-in and clock-out hours
Automatically send emails requesting for customer reviews
Real-time data reports to track business KPIs and on-the-job performance
Pros
User-friendly tool
Good appointment management functionality
Multiple payment methods
Integrates with Google Business Profile and Facebook for leaving reviews
Cons
Less tech-savvy customers may find it difficult to use
Absence of route optimization
Jobber
Jobber is a tool that provides different features to make your job easier like scheduling, invoicing, CRM, and payments processing. The software automates repetitive tasks so that you can stay on top of your on-field and office day-to-day activities from a single platform. Jobber helps HVAC companies with marketing tools like CRM to run their business operations with less friction.
Features
Scheduling, online booking, and calendar management tools
Techs push notifications and customer reminders via emails or SMS text
Automated invoice generation and follow-ups
Field service CRM for accessing customer profiles or history
Job management software for tracking techs and sharing job details
Pros
Advanced scheduling
Popular software integrations
Map routing and GPS team tracking
Suitable for smaller HVAC companies
Cons
QuickBooks integration is locked in higher pricing plans
It can be pricy
ThermoGRID
ThermoGRID is a dispatching HVAC software built for contractors. It helps to pair your HVAC professionals with the right customers that suit their expertise and schedule. ThermoGRID also aids in reducing paperwork and providing techs with customer data before each visit. You can also use data reports for assessing your tech performance and business KPIs.
Features
Organize and schedule techs for jobs based on location and availability
Price book to maintain optimal profit margins
Inventory management for equipment across locations
Contract agreement maintenance and scheduling
Timesheets and geolocation for tracking your team’s working hours
Pros
Good customization features
Efficient dispatching software
Training videos
Excellent mobile app for techs
Cons
Limited software integrations
May not be suitable for enterprise businesses
Striven
Striven is a HVAC management software for organizing business operations to enhance productivity. It is an enterprise software that is targeted at small to medium size companies that are working on a tight budget. The HVAC software helps to provide communication tools to get your team on the same page and connect with customers.
Features
Cloud accounting software for streamlined billing and financial data management
CRM software for managing sales pipeline and marketing automation
Project management tools for organizing teams and tracking project progress
HR tool for recruiting, onboarding, and training new staff
Web portals that allow customers to approve estimates, pay invoices, and see transaction history
Pros
All-round business management software
Strategic integrations
Great customer support
Built for small and mid-sized companies
Cons
There is no third-party accounting software integration
RazorSync
RazorSync is a field software that connects your field team to your office admin. It has features that can help HVAC companies to boost productivity with reporting, appointment scheduling, and centralized customer data.
RazorSync is best for HVAC businesses looking to bridge the communication gap between their HVAC techs and office admin so that they can deliver timely heating and cooling services.
Features
Schedule HVAC orders, route plans, and dispatch techs
Manage finances with integrated billing, invoicing, and Quickbook syncing
CRM features for customer management
Track team location, schedule, and working hours
Color-coded workflows and custom notifications to improve technician efficiency
Pros
Good customer support
Mobile app for field staff
On-field payment processing
Seamless QuickBooks integration
Cons
It needs a consistent internet connection
Features can be overwhelming
FieldEdge
FieldEdge is another field service management software that can be used in most HVAC work. With FieldEdge, you can monitor your tech’s performance, sales, and your biggest income generators. Since your office and field operations are connected you can organize schedules, dispatch techs, and handle payments all from a central hub or dashboard.
Features
Dispatch boards for assigning jobs, tracking job status, and routing techs
Unified dashboard for assessing your business KPIs
QuickBooks integration to automatically record transactions
Automatically create quotes and accept different mobile payment options
Mobile apps that help techs to receive job updates and check customer records
Pros
User-friendly software
Real-time dispatching
Good analytics features
Visual price books for upselling customers
Cons
It can be expensive for smaller companies
Service Titan
Service Titan is an all-in-one HVAC software that covers pretty much every area of your business from dispatching to reporting. It is built for both residential and commercial HVAC businesses looking to automate workflow and streamline their day-to-day tasks.
Service Titan is equipped with marketing tools for running email and social media campaigns and it has CRM features for managing your customer base.
Features
Dispatch software for scheduling appointments for field staffs
Data reporting for tracking marketing ROI and ad campaigns
Analytics for monitoring revenue, transactions, and technicians
Automated bookkeeping and accounting with Sage Intact and QuickBooks integration
Mobile app to send information to techs on job descriptions and customer profiles
Pros
Multipurpose cloud-based software
Robust CRM features
It’s suitable for large businesses
Scalable software solutions
Comprehensive field management software
Cons
It can be expensive for small businesses
No free trials
Service Works
This is a cloud-based multi-purpose field service software that helps to streamline your HVAC operations. Service Works has a lot of software solutions to manage field staffs while on the job, monitor customer data, and boost office productivity. If you’re having trouble using the tool then you can hop on their online tutorials to get clarified.
Features
Time and GPS tracking for managing field workers
Analytics and reporting to forecast sales and improve work order
Mobile app for push notifications for techs and customers
Marketing documents like custom forms, invoice management, and payment processing
Customer portal for booking appointments and making payments
Pros
They offer free trial for 14 days
All-round HVAC software
Data importing and security
CRM functionality
Material tracking
Online tutorials and videos
Cons
Lacks some marketing functionalities
FieldPulse
FieldPulse is an all-in-one field service software that has a lot of features like scheduling, dispatching, GPS tracking, and project management. It has diverse functionalities that can streamline on-site work, office tasks, and customer experiences. The software provides a comprehensive suite of features that covers almost every area of your on-site, admin, and general HVAC management.
Features
Scheduling and dispatching for managing daily jobs and logistics
Dashboard and analytics to spot growth opportunities
CRM software to personalize customer experiences
Detailed estimates and invoicing tools and automatic price book generation
Real-time inventory software for keeping records of equipment and parts in different job locations
Pros
Smooth UI
Decent integrations
Real-time GPS tracking
Excellent customer support
Cons
Frequent software updates
Few improvements needed
Service Fusion
Service Fusion is a field management software that helps you to get to your customer’s front door on time and increase productivity. It is equipped with solutions for HVAC companies like GPS fleet tracking and a payment platform for creating estimates and invoices and accepting payments online and on-site.
With Service Fusion, you can tie the loose ends between your office and field to deliver better customer service.
Features
Scheduling and dispatching tools plus mobile apps to update techs
Online and card payments with QuickBooks integration
Create estimates with customer profiles, taxes, and service fees
View tech vehicle location and granular details like distance driven and idle time
Automatically generate invoices that cover hidden costs like labor and materials used
Pros
Easy-to-use software
Good for small and medium-sized businesses
GPS fleet tracking software
Direct QuickBooks integration
Cons
Less report customization
mHelpdesk
mHelpdesk offers diverse HVAC software solutions that will help to automate manual tasks both offline and online. It can be used to automate your scheduling, billing, and inventory management. This will help to fill in communication gaps between techs and office staff, same applies to customers.
Features
Lead management features for generating estimates, quotes, and online booking
Job management features like workflow management, GPS tracking, and map view routing
Mobile app for scheduling, real-time communication, and job management
CRM for managing customer records and equipment
Automated customer communication via SMS and emails
Pros
Automation features
Good integrations like QuickBooks, Google Calendar, and HomeAdvisor
Educational content for a smooth onboarding process
Offline access in mobile app
Cons
Fewer customization features
Workiz
Workiz focuses on making HVAC jobs easier by scheduling jobs, dispatching techs, and receiving payments. It has most of the software solutions you can find in a field management tool. Workiz also has some special features like ad tracking and reports, commission management, and call masking.
Features
Lead management features to help turn prospects into customers
Real-time inventory management and reports
Dispatching tool for picking the best-suited techs for jobs
Client portal for viewing invoices, estimates, and making payments
Different payment options including pay-over-time financing
Pros
Rich automation toolkit
Many integrations
Efficient job scheduling and dispatching
Streamlined inventory management
Cons
It has a steep learning curve
Some features are not so important
GorillaDesk
There are tons of field service software out there, and GorillaDesk is one of the best solutions around. GorillaDesk helps to handle the key parts of HVAC business operations which include marketing, office work, field operations, and customer interactions. It makes it easier to carry out admin tasks, organize HVAC technicians, and connect with clients.
Features
Online review management and receiving review notifications
Generate quotes, accept credit card payments and subscription billing
Client manager for accessing customer profiles and managing contacts
Track the field team’s location on a map in real-time
On-site material tracking and monitoring of HVAC units in a location
Pros
Online review management
Route optimization
Efficient customer portal
Smooth scheduling and dispatching
Material and equipment tracking
Cons
It may not be suitable for smaller businesses
Dependency on integrations
Service Trade
Service Trade is tailored specifically for commercial HVAC companies that need to automate tasks and manage large projects. It is an enterprise tool that helps out in admin functions, on-site performance, and client communication. Service Trade has most of the features in other tools but primarily serves larger HVAC contractors.
Features
Office management solutions like scheduling and project management
Parts management to monitor the equipment and tools needed by techs on-site
Inspection management for minimizing risks in the field
Business reporting for analyzing job performance and sales
Customer portal for accessing quotes and invoices
Pros
Best for commercial HVAC contractors
Several accounting integrations
Smart AI feature
Online service reports to win customers
Visual estimates
Cons
It can be expensive
It is not built for small companies
BuildOps
BuildOps is built for commercial HVAC contractors who are looking for ways to simplify and connect admin to field operations. The software is designed to empower technicians to perform better and provides data metrics in every department. Additionally, you can attach photos and videos to quotes and invoices to showcase your work.
Features
View technician job status, skill set, and availability for scheduling and dispatching
Customer job history, equipment, and notes to guide technicians
Photo recognition to capture equipment information like the model or serial number
Built-in price books, invoice generation, and multiple payment alternatives
Construction management dashboard for tracking KPI insights
Pros
Popular accounting integrations
Service agreements for securing longer deals
Assets tracking
Add photos, videos, and PDFs to invoices
Cons
No clear pricing
Workwave
Workwave is a HVAC business software that serves up a slightly different mix of functionalities for HVAC companies. They have several software products under the Workwave umbrella. For example, it has ERP software, field management software, and route manager. Each of these tools has several functionalities that meet most of the needs of HVAC contractors.
Features
ERP software has features like accounting, CRM, and project management
Field service software that has drag-and-drop scheduling and data insights
Routing software for dispatching and tracking your techs using optimized routes
Billing and payment processing system
Pros
Great mobile functionality
Marketing features
Print and digital marketing
Fintech features
Cons
Absence of free trial
AI Field Management
AI field management allows HVAC companies to pilot day-to-day business and manage their field staff, customers, and jobs. It is an IaaS(intelligence as a service) platform that gets smarter and can spot patterns and make recommendations based on usage history. AI-FM has the basic features you need to run your business. For example, you can keep tabs on customer profiles and track job progress
Features
Inventory management for keeping stock of HVAC systems and materials
Clock-in and clock-out functionality for calculating working hours
QuickBooks integration for monitoring finances
Website portal and apps that allow customers to book appointments and view invoices and estimates
Job management portal to have an overview of your work orders and job progress
Pros
It has a free plan
Major integrations like QuickBooks, Zapier, and Microsoft
Smart AI recommendations
Advanced project management
Cons
No optimized routing
Jonas Construction Software
Jonas Construction software has a full suite of features for handling the key areas of an HVAC business. It has software offers like accounting, job management, service management, and analytics solutions. One area that the software shines is in its accounting software, which helps to protect profits and eliminate double entry.
Features
Accounting and payroll software for managing finances and payments
Service management for unifying your field and office operations
Project management tools for improving efficiency and reducing operational costs
Integrated solutions for taking care of inventory, equipment, and purchase orders
Real-time data and reports for tracking your profit margins and expenses
Pros
Automated accounting software
Good project management features
Equipment and purchase order management
Manage techs and subcontractors
Cons
No available pricing
ServiceDeck
Service Deck provides field software solutions that meet HVAC needs like scheduling, project tracking, and team management. It has most of the features we’ve come to expect from HVAC software and delivers quite well in all departments. However, the affordability sets it apart from the rest of the park with a free tier and $25/month Grow plan.
Features
Create automated proposals for projects
Document management for organizing projects and reducing paperwork
Marketplace for connecting with potential customers and outsourcing projects from other service providers
Customer portal for booking services and tracking job status
Fieldworker mobile app for accessing schedules and communicating with customers or staff
Pros
It’s an affordable tool
Custom integrations
AI-powered Marketplace
Interactive map feature
Good workflow efficiency
Cons
It’s needs more customization
No CRM feature
Sera
Sera helps to organize your HVAC operations in a single platform. Where you can manage jobs, optimize routes for dispatching, and send invoices instantly. This will help to free up time so you can focus on other demanding areas of your business. With this software, customers can schedule appointments, approve quotes or invoices, and make payments.
Features
A comprehensive calendar for assigning jobs to techs
Ability to monitor job progress and technician performance
Paperless workflow solutions like invoices and dispatching
Tech app for building quotes and maintaining back-office communication
Admin portal for managing workflow and tracking performance
Pros
Decent integrations like QuickBooks and Zapier
Great customer support
User-friendly UI
Streamlined work order management
Cons
Limited customization features
Scheduling hiccups
Connecteam
Connecteam helps to bring teams together under one platform regardless of where they operate from whether in front of a desk or out there in the sun. With Connecteam, you can handle scheduling, time tracking, view job progress, and hire new employees. The real-time communication feature ensures that your entire team is on the same page and pushing in the right direction.
Features
Create work schedules with shift notes and tasks
Track employee working hours in real-time and export payroll sheets
Assign tasks and oversee jobs to completion in real-time
Share job updates and announcements with specific teams or individual staff
Chat or messenger feature for communicating with teams
Pros
Free connection for 10 users
Best for team collaboration
HR management features
Knowledge base for getting teams up to speed
Cons
Lacks some advanced field service features
No QuickBooks or third-party integration
BigChange
There are many all-in-one HVAC service software on this list and BigChange is no different. BigChange has admin tasks like HVAC scheduling, CRM, invoicing, and reporting. It is complemented by on-site features for techs like a mobile app, tracking, and digital worksheets. Plus, you can manage clients using the client portal, email alerts, and maintenance reminders.
Features
Scheduling software for booking techs for jobs
CRM for accessing customer information and contracts
Reporting to analyze KPIs in different departments
Tech mobile app for receiving job schedules and client history
Digital worksheets and time sheets for managing jobs and organizing payrolls
Pros
Fleet tracking and management
A platform for networking with other contractors
Risk assessment
Accounting integrations like Xero
Cons
Few integrations
Kickserv
Kickserv allows you to simplify daily tasks so that you can schedule jobs and manage your customer base. The offerings are geared towards on-the-job performance and delivering a good customer experience. It has the usual features like customer data, job scheduling, a tech mobile app, and automated estimates and invoices.
Features
Create digital estimates and send invoice reminders
Job scheduling by route and field staff
Track field teams and send appointment updates to customers
Customer center for communication and enabling payments
Accounting software integrations for managing transactions
Pros
It has a free plan
Good software integrations
Open API for building integrations
Receive payments directly to your bank
Cons
Lacks marketing tools
Some advanced features are missing
eSub
eSub is a cloud-based construction management software that is designed specifically to serve commercial HVAC subcontractors. It gives you the software tools to link field operations to back-office administration. eSub cloud offers essential features that help subcontractors to stay on top of projects, collaboration, and reporting.
Features
Project management tools for scheduling, resource management, and documentation
Field and office collaboration via the mobile app
Organize and manage all project documents in one place
Manage project budget, materials, and labor expenses
Reporting and analytics for making data-backed decisions
Pros
Top-notch integrations
Best for commercial subcontractors
Scalable software solutions
Import existing data
Cons
Does not suit general HVAC contractors
Smart Service
We’ll round up our list of best HVAC software with Smart Servic. It is a QuickBooks scheduling software designed to minimize data entry and simplify accounting tasks from estimates to payments. The HVAC software can help to sync scheduling, routing, and dispatching plans with QuickBooks.
Features
Manage work orders and book techs from the office
Field mobile apps for checking service history, equipment information, and collecting payments
Scheduling and dispatching software for managing field workers
Access to customer information like contacts and transaction history
Clock-in and clock-out feature for technicians
Pros
Syncs directly with QuickBooks
Service routing
Equipment and material tracking
Digital forms and files
Cons
No advanced offerings
Data analytics and reporting are not available
Rounding Up: Best HVAC Software for HVAC Companies
Ultimately, you’d need to consider three factors before choosing HVAC software. Which are the features, pricing, and ease of use. If any software checks all of these boxes, then it may be the right solution for your business.
Also, ensure you check out their online reviews on their Google Business Profile and social media pages to know what other people are saying about the HVAC software tool.
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