HVAC Company Software is the backbone of any successful heating, ventilation, air conditioning company. An HVAC software can help you streamline your business operations to turn it into a success. But choosing the right software for your HVAC company can be a time-consuming task.
The HVAC industry is booming. It already employs nearly 400,000 people in the United States, but it’s projected to grow by 13% — nearly 50,000 jobs, which is much faster than average — over the next decade, according to the Bureau of Labor Statistics.
The increase is thanks to booming commercial and residential building construction.
Chances are, your firm is probably growing as well. While that is certainly something every business owner hopes to do, this is a demanding field that quickly becomes more complex with each technician you add to your team.
You may have found it’s simply too much for you to handle with spreadsheets, and are looking for software that is well-suited for an HVAC company. Well, you’ve come to the right place. We’ve found a few software options that would be a particularly good fit for your company.
Here the top HVAC software options for your small business:
- Best for small businesses: Jobber
- Best for overall features: mHelpDesk
- Best for mobile app: Service Fusion
- Best for support: FieldEdge
- Best for tracking technicians: Intuit Field Service Management
What to look for in a great HVAC software
HVAC companies are constantly on the go, and they need software that can handle the complex needs of this demanding business. As a result, when choosing field service management software, you should look for options that have three characteristics in particular.
1. An easy-to-use interface
It does no good to have work order software with extensive, powerful features if you find it impossible to use due to a cluttered or confusing interface.
Sometimes, that’s in the eye of the beholder, so you’ll want to make sure that any software option you choose makes sense to you and your team — otherwise, it’s just going to result in headaches down the road.
2. A good mobile app
HVAC businesses have people in the field almost constantly. It’s what they do. As a result, you need software that offers a mobile app so your technicians can access key functions, such as invoicing or clocking in, via their phones.
The mobile app doesn’t need to have all of the software’s features, but it should have a clean, simple interface and the most important functions readily available to your team.
3. Strong invoicing and technician tracking tools
A big part of any field service management business — HVAC included — is the ability to quickly and efficiently invoice customers both in the field and at the home office.
It’s also important to be able to track your technicians, so you can ensure they’re taking the most efficient routes to cut down on costs and so you know where they are at at all times for technician scheduling purposes.
Our top 5 picks for HVAC software options
There are a lot of software options out there, each with their own strengths and weaknesses. We found five of the best options for HVAC businesses and broke down where they stood out the most.
1. Best for small businesses: Jobber
Jobber is a great, simple HVAC service software option that does a lot of things well, and its low price point makes it a particularly good option for small HVAC businesses which don’t need a big enterprise field service management platform.
It has a lot of great features that managers will find attractive, particularly when it comes to invoicing. It helps to organize your invoices and makes it easy for technicians in the field to generate and finalize invoices through the mobile app.
Additionally, the app allows technicians to check in quickly with the Time Sheet button and manage their time with the Clock In button.
Pricing: Pricing is quite reasonable at $200/month for 30 or fewer users, and a one-person option is available for $29/month.
Jobber helps simplify invoice management.
2. Best for overall features: mHelpDesk
Here’s what makes mHelpDesk so great: features, features, and more features. When you have a chance to tuck into this software, you’ll be impressed by all the things you can do.
Its billing and invoicing functions are well-organized and make it easy to dial them up quickly, as well as show you where invoices stand and which are still unfulfilled.
The user interface is solid as well, with a daily calendar that pops up on the main dashboard so you immediately see what’s going on today. It provides a great top-down look at your organization’s activities, and you can get more detailed from there.
We were also impressed with their customer service, which is helpful, and it’s easy to get someone on the phone.
Pricing: Pricing starts at $169/month for the “Pro” version, which allows you to manage a small team of up to three users (additional users are $45/month each). The third tier is $374/month for up to 10 users (additional users are $35/month each), and you also get custom job forms, 10,000 text message alerts, and other extras. A Custom option is available for businesses that need unlimited users.
mHelpDesk provides a top-down view of your HVAC company’s current situation.
3. Best for mobile app: Service Fusion
We were quite impressed with Service Fusion‘s mobile app, which is simple, intuitive, and everything an HVAC technician needs to do his job right from their phone. The desktop version is simple as well, and it’s easy for even tech novices to handle, even if they’ve never dealt with HVAC business software before.
There are other great aspects of Service Fusion, including the fact that it can track technicians on the road, and it’s incredibly easy to create work orders because it auto-fills it with customers’ names.
There’s also a routing feature for an extra charge that helps you check on your drivers and ensure they have access to the most efficient routes (and so you can monitor their driving habits).
Pricing: Even though it’s not free HVAC software, Service Fusion is one of the most affordable options out there, offering unlimited users for each of its three tiers: Starter at $99/month, Plus at $199/month, and Pro at $349/month.
Service Fusion creates an accessible profile for each of your jobs.
4. Best for support: FieldEdge
FieldEdge is a particularly good HVAC management software option for larger businesses that want to get to the next level, particularly because they offer such good customer support which is essential if you’re getting features-packed software for a larger team.
There’s also a lot of customization potential in this software, which is ideal for larger firms who want a software option that will fit them like a glove. A FieldEdge representative will guide you through the process of training users and integrating data into the new software.
Sadly, that also means a fairly high price point that may discourage smaller companies.
Some of its unique features include live QuickBooks integration, as well as a built-in price book of HVAC inventory items.
Pricing: There’s some sticker shock with FieldEdge for sure, with a one-time $4,000 remote training and setup fee just to get started. A phone call to their support team found that licenses generally run $100/month per user for desktop users and $125/month per user for field technicians. However, you may be able to negotiate better terms depending on your business.
FieldEdge keeps detailed information on your customers.
5. Best for tracking technicians: Intuit Field Service Management
As you would expect from the folks behind Quickbooks, Intuit Field Service Management serves as great HVAC accounting software. It also has a simple user interface that will make it easy for you to manage the administrative aspects of your business.
But it is quite effective as HVAC dispatch software as well. It has a feature called “Bread Crumbs,” which enables you to monitor the routes your technicians are taking so you can come up with more efficient routes to save money — or to just keep an eye on them to ensure they’re driving safely.
Its mobile app is helpful for technicians, with a simple interface that pops up the task at hand along with necessary customer information, such as the customer’s details and how long the job is expected to take.
Pricing: There’s only one version of the software, but it’s priced in three different tiers: $35/month per user for 10 users or less; $31/month per user for 11-40 users; and $28/month per user for 41-101 users.
Intuit Field Service Management has impressive inventory management capabilities.
It’s time to take a deep look at your business
While these are all excellent software options that most will find useful, the reality is that every business is different, and there’s no one-size-fits-all software option out there.
If you’re stuck looking for software, take a moment to write down some of the attributes that matter most to you. Perhaps that is more organized accounting and administration, or maybe invoicing has become a time-consuming nightmare.
You might be surprised by how different what you thought was important to your business compares to what is actually important once you think about it. Taking this introspective approach to what is really holding your business back will guide you to the right solution.
- 1JobberJobber SoftwareJobber is designed to save field and home service providers at least six work-hours per week. Jobber’s tools include Dispatching, GPS tracking, Estimates, Invoices & Quote Tracking, Scheduling, and Payment Processing. Jobber focuses on making small businesses more successful by assisting with tools to manage their operations from anywhere with their easy-to-use mobile cloud-based software.
8 ReviewsStarting Price: $29 per monthView SoftwareVisit Website
- 2Jonas EnterpriseJonas Construction SoftwareJonas Enterprise is a top-tier construction and service management software for general contractors, specialty contractors, mechanical, HVAC, electrical, and plumbing businesses. Connect your back office with the field to reduce double entry, stay on top of cash flow with work-in-progress reporting, manage preventative maintenance contracts with flexible billing options, all from the cloud. Trusted by leading service and construction businesses, Jonas Enterprise offers a fully integrated solution that covers construction accounting, construction and service management, purchase order and procurement, dispatch scheduler, inventory, equipment management, and more. Thus, enabling businesses to streamline operations to increase growth.3 ReviewsStarting Price: $10,000.00/one-timeView SoftwareVisit Website
- 3Service FusionService FusionEasy, powerful, and mobile, Service Fusion is a complete field service management software solution that enables field service businesses to easily create, schedule, and assign jobs in under 60 seconds. It provides work order entry, dispatch, scheduling, and invoicing technology for a wide range of businesses, including HVAC, plumbing, electrical, IT and many more. With no per user fees and no contracts, Service Fusion is one of the affordable platforms on the market today.Starting Price: $99.00/monthView SoftwareVisit Website
- 4OrcatecOrcatecLeading software for service industry, e.g. HVAC, Electrical, Plumbing, General Contracting, Carpet Cleaning, Gates, Fences, Windows, Hair and Beauty Salons. All MUST HAVE features gathered in one place to run successful business. Create and dispatch appointments. Distribute work for your team through unique system of work planning. Time Cards. Protect yourself from negative reviews with a special service. GPS tracking of employees. Route optimization. Very low credit card processing fees!3 ReviewsStarting Price: Free
View SoftwareVisit Website
- 5ServiceWorksService WorksOne stop platform for everything needed to run, grow and transform a business. Cloud Based SaaS Solutions for managing complete business operations. Mobile App for Running Business on the Go on Android and iOS. Integration with third party systems for payment, inventory and work order. Why Choose Service Works? 1. Ease of Use: Designed for novice users in mind. Speed of completing transaction is key consideration. 2. Customizable: Every industry has different nuances. We customize to fit your business needs. 3. Low Subscription Fees: We offer lowest subscription for unlimited users without any contract. 4. Excellent Customer Service: ServiceWorks provide 5 star support from onboarding to integration 5. Offline Mobile App: Field jobs can’t be dependent on network. The work is synced when network is available. 6. Continuous Integration: SW integrates with work order, payment and accounting system for seamless integration.2 ReviewsStarting Price: $49/mo for unlimited usersView Software
- 6BigChangeBigChangeProductive, Efficient & Profitable. 5-in-1 Scheduling Software. Discover the only 5-in-1 system that lets you Plan, Manage, Schedule and Track your Mobile Workforce. Manage your whole business in one single easy to use system. Easy for your, easy for your team and an excellent experience for your customers. Dramatically increase workforce productivity with paperless workflows and smart scheduling that maximises working time, boosts first time fix and helps you deliver amazing service. Save time on manual paperwork and administration, and turn that time into productive selling time to boost your revenues and profits. Integrated vehicle tracking gives you real-time visibility of your progress against the plan, and gives you a true view of how you utilise your workforce and assets. Full integrated Customer Relationship Management gives you a 360 degree view of every account, contact, site and contract. You can even bill and invoice right from the system.Starting Price: $70.95 per user per month
- 7ConnecteamConnecteamConnecteam is an all-in-one employee app, designed and built especially for non-desk employees. It includes all necessary capabilities to truly manage and operate employees in the field – communication features, workflows, scheduling and time clock for operations and more. In a few taps, bring together your deskless workforce under one roof. Collaborate, run operations, develop professional skills and monitor employee engagement and compliance from your desktop Launch Pad. Create your fully branded company mobile app in minutes. Choose from adding orientation courses, safety checklists, product catalogs for your service employees, shift management for your on-the-go workforce, or customize features for your own needs. Additionally, receive insights into how your team is engaging with your company assets and take action to improve efficiency. Connecteam allows managers to put processes on autopilot and focus on growth while freeing up employees to be more productive and happy.
- 8ClearPathGPSClearPathGPSClearPathGPS fleet tracking solutions help businesses in the United States improve their operations and bottomline. Quick-to-deploy and easy-to-use, our customers get the real-time visibility and tools needed to achieve better results with their vehicles, people and assets they send into the field every day. Affordable pricing backed by top-rated customer support and 30-day risk-free guarantee. – Watch fleet moving automatically in real time with 30-second updates on vehicles/powered assets in the field – Real-time alerts based on key information – such as safety; unauthorized movement; maintenance, speeding and more – Over 60 automated reports including virtual timecards, proof of service, tracking and more – Industry-leading US-based support teams specialize in working with small to midsize local fleets – Flexible contracts including month-to-month options; starting @ $20/month.Starting Price: $20/mo
- 9BAM!Pop Art, Inc.BAM! helps manufacturers increase the engagement and effectiveness of their dealers and distributors while eliminating marketing inefficiencies and chaos. BAM! is designed to efficiently deliver content to a network of any size over any area through a web-based DAM that works as a single source of truth. Users can access current content on demand via a cross-platform mobile app, wherever they are – even offline. With the ability to manage any number of user groups with total control, marketing can ensure that everyone has the access and visibility they need while keeping content secure. Includes analytics on user engagement and asset utilization to help optimize content creation.3 ReviewsStarting Price: $100/monthView Software
- 10GeoNextGeoGeoNext is job management software for small businesses working in trades and services looking to simplify their day-to-day tasks. Its a complete toolkit to help businesses save 14 hours on admin time a week, win more jobs and get paid faster. Assign jobs, create quotes and invoices, fill out timesheets and integrate directly with accounting software – GeoNext does all this and more. With GeoNext, you can replace annoying and time-consuming paper processes that are holding your business back. GeoNext is our next-generation app that allows Trade and Home/Field Service business to manage quotes, schedule jobs to staff, track job completion, send invoices and get paid faster. The GeoNext job management software helps you feel more in control by bringing all your existing manual processes online into our easy to use apps and web console. Enter client/job information once, and manage your jobs from quote to payment, saving up to 14 hours a week in admin/paperwork.1 ReviewStarting Price: $15 per user per month
- 11FieldmagicFieldmagicFieldmagic is modern and easy to use field service and asset management software with a built-in CRM designed to help organisations accelerate and track their sales performance, schedule jobs, capture field data more efficiently, and deliver better customer service.Starting Price: $9.00/month/userView Software
- 12FastEST Estimating SoftwareFastEST, Inc.FastEST Mechanical Estimating Software offers a comprehensive solution for takeoff & estimating from start to finish. All programs have an extensive pricing & material catalog & on-screen takeoff. Reports & quotes are generated in seconds & all programs are easy to learn. We can have you up & running in less the 15 minutes so you can be estimating better today! FastPIPE is industry-leading plumbing & mechanical estimating software for commercial & industrial contractors. Whether you are estimating plumbing, HVAC piping, or industrial process piping, FastPIPE provides all of the takeoff & reporting tools needed to create an accurate & timely quote. FastDUCT is ready-to-go HVAC and duct estimating software that meets the needs of commercial & industrial sheet metal contractors. Features on-screen takeoff for contractors who do duct fabrication and/or HVAC installation. FastWRAP is ideal for mechanical insulation estimating . Takeoffs can be imported from FastPIPE/FastDUCT.Starting Price: $225/month
- 13STACKStack Construction TechnologiesIntegrated takeoff and estimating software designed for any project and any trade. If you want to add hours back to your day, eliminate costly estimating mistakes and say goodbye to paper plans, you’ve come to the right place. STACK powers a more collaborative, efficient takeoff and estimating process so you can focus on what’s most important – your bottom line. Create a free account today!2 ReviewsStarting Price: $0View Software
- 14BrandWideSoffront CorporationBrandWide is a Franchise Management Platform that will consolidate many tools you may be currently using. It will connect you with all your franchisees and track their performance, compliance, and engagement in your dashboard. BrandWide will also provide local marketing, CRM and operation module for your franchisees to be profitable. With desktop, mobile, API, and 24-hour customer support BrandWide can help you grow your franchise with confidence.
- 15OrderryOrderryOrderry is an all-in-one solution is specifically designed for repair shops. Software for service businesses designed to optimize and automate business processes saving time and money. Easy-to-use service management software in the cloud: – Work order processing; – Inventory management; – Communication with customers, buyers, and suppliers; – Individual payroll calculation; – Sales management; – Creating finance, inventory and order reports; management accounting. Orderry aggregates all the crucial metrics of your business on a single page for you to see a bigger picture. The service also provides you with a convenient reporting system, so you can regularly check the figures.Starting Price: $19.00/monthView Software
- 16NYLUSNylus SystemsNylus provides an All-In One Centralized Operations Management Suit at a lower cost. We help optimize field crews by automating scheduling & dispatching, management of safety & training, e-work orders, invoicing, routing, project management, timesheet and much more. From unit scheduling for Hyrdovac trucks to chemical disposal routing, NYLUS will recommend the best and most effective system for your company from our 6 industry specific specialized dashboards. Stay connected to the main office using our mobile app and GPS devices, receive job notifications on any mobile device, use our in app messenger and communicate with field crew at any time. Capture e-signatures out in the field and send forms live to the office or to the site foreman. During implementation our clients will receive a designated account representative to manage onboarding, training and all aspects of the implementation.Starting Price: $21.00/month/user*View Software
- 17HouseCall ProHousecall ProRun your home service business more smoothly with Housecall Pro. A cloud-based field service management app, Housecall Pro helps service professionals automate their business processes and workflows to increase efficiency and productivity. Housecall Pro makes it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.
- 18Ai Field ManagementAI FIELD MANAGEMENTIs AI-FM Different? Easy as 1-2-3! 1) Award Winning Tech + 2) Fair Pricing + 3) 5 Star Reviews – 1) AI-FM has won SEVEN 2019/20 Awards from Silicon Valley including the ability to “UBERIZE” your Operations – 2) Pricing starts at only $7.99/user/mo or $99/mo (UNLIMITED Basic). – 3) Please see our cherished Reviews from real people (visit website), AI-FM is a true partner to our Members. Manage your Org, top to bottom via 1 Intelligent Platform: Employees, Contractors, Customers, Jobs, & Assets by Geography & Time. Plus, the Field can use VERBAL Commands via “Siri” in ANY Language or via “Google Assistant” as well4 ReviewsStarting Price: $4.99/month/userView Software
- 19ServiceM8ServiceM8ServiceM8 is a cloud-based field service software for trades and service-based businesses. Built exclusively for Apple hardware, ServiceM8 makes it easy for field service organizations to run their business from anywhere, anytime. It cuts admin time dramatically by offering access to a host of tools, including scheduling, invoicing, credit card processing, communication, online booking, forms, reports, and more.3 ReviewsStarting Price: $29.00/monthView Software
- 20QuickBooks EnterpriseIntuitIntuit is a software business in the United States that publishes a software suite called QuickBooks Enterprise. QuickBooks Enterprise includes training via documentation and webinars. The QuickBooks Enterprise product is SaaS, Windows, and Mac software. QuickBooks Enterprise includes business hours and online support. QuickBooks Enterprise is construction accounting software, and includes features such as allocation, barcoding, forecasting, item management, order management, procurement management, serial number tracking, SKU / UPC codes, and supplier management. Alternative competitor software options to QuickBooks Enterprise include Fishbowl, Flowtrac, and Clear Spider.2 ReviewsView Software
- 21ThermoGRIDDXV TechnologyThermoGRID is built specifically for HVAC Companies. Become more efficient, accurate, and profitable with: scheduling, dispatching, client history vault, inventory, agreements, load calc, marketing, payroll, invoicing, estimates and more. ThermoGRID is your ticket to reaching heights you never knew were possible. Get a free demo now!4 ReviewsView Software
- 22KickservKickservKickserv is a top-rated field service management software built with service businesses in mind. For as low as $29 per month, service-based businesses can take advantage of a plethora of tools for managing leads, estimates, team schedules, jobs, invoices, and payments. Users can also automate emails to all of their leads, send promo campaigns to customers, integrate to leading accounting platforms, and so much more, via Kickserv.1 ReviewStarting Price: $59 per monthView Software
- 23trakrefTrakrefHVACR compliance is fast-changing and complex, and you have a lot of responsibilities. That’s why we made Trakref: A comprehensive HVACR and refrigerant management software that helps you do your job better. With pre-built workflows & push-button reporting, you can achieve optimal compliance outcomes. Trakref is an out-of-the-box refrigerant management software built to protect owners but designed to support service providers. We give you powerful software tools to manage refrigerant leaks and extend HVAC/R equipment life, reducing maintenance and material costs in the process. We are the subject-matter experts and authority on HVAC/R and refrigerant management and compliance. No consultants are needed because we update all your needs as the requirements change. Thousands of successful audits. Hundreds of millions of pounds of gas tracked.1 ReviewView Software
- 24FergusFergus SoftwareFergus is an innovative cloud-based Job Management software that facilitates the essential task required to run a trade-based operation. Intended to work for an individual professional or teams, the platform offers a full workflow organizer from quoting to invoicing and everything in between.Starting Price: $40.00/month/userView Software
- 25KnowifyKnowifyKnowify is a robust job costing and project management software designed for commercial subcontractors and residential remodelers. Accessible always and from anywhere, Knowify helps increase construction efficiency by offering a wide range of tools covering job costing and estimating, bids, contracts, service work, time tracking and scheduling. Know and grow your business with Knowify.Starting Price: $54.00/monthView Software
Conclusion
Not all software is made equal. Quite often, you’ll find yourself buying software, installing it on your computer, only to find that it doesn’t do what you need it to do. When evaluating programs, there are several things you want to keep in mind before making the switch to a new program.