24 Best HVAC Software in 2020: Pricing, Features, Review and More

24 Best HVAC Software in 2020: Pricing, Features, Review and More

function authorName(){var last=lastName||last_name;var first=firstName||first_name||'Housecall Pro Contributer';var authorTitle=title&&", "+title;var authorName=last?first+" "+last:""+first;return authorTitle?""+authorName+authorTitle:authorName;}

Posted by Kindra K.

December 13, 2019

Best HVAC Software in 2020

Now more than ever, it is important to use the right software to grow your HVAC business. As an HVAC business owner, you have a variety of processes to manage each day. This includes marketing, scheduling, payroll, customer agreements, accounting and much more. Instead of wasting time on redundant tasks daily, HVAC software is the key to achieving business efficiency and allowing your business to grow above and beyond.

Automating your business management and operations saves time and money, and that is why investing in an HVAC software that automates your business is such a growing trend. Read this review to learn about 24 best software systems that are used by HVAC professionals in 2020 and see which HVAC software works better for your business. 

Housecall Pro is the all-in-one software to manage and grow your HVAC business. Joining Housecall Pro also gives you access to a whole HVAC community to help you with any HVAC questions. Start free 14 day trial now.

List of HVAC software covered in this article (click to jump to section): 

  1. Housecall Pro

  2. UpKeep

  3. mHelpDesk

  4. Wintac

  5. Jobber

  6. RazorSync

  7. Coolfront

  8. Kickserv

  9. ServiceM8

  10. ServiceTrade Commercial

  11. FieldEdge

  12. Verizon Connect Work

  13. ServiceTitan

  14. Jonas Enterprise

  15. Loc8

  16. Service Fusion

  17. Tradify

  18. ServiceBox

  19. simPRO Software

  20. FieldEZ

  21. Workiz

  22. ServiceMax

  23. FieldPulse

  24. FieldConnect

What is An HVAC Software?

HVAC software makes it easy for HVAC companies to streamline and manage their businesses from one platform, minus the pain of manual calculations and paperwork. Available software platforms include desktop, iOS, Windows and Android. These software automate tasks that are required to operate your business day-to-day. Automated software features usually include: online booking, payment processing, automated marketing, job scheduling, dispatching and invoicing.

What Makes a Great HVAC Software?

When you select a software, you expect it to do the tasks that it was designed to perform. If not, the software isn't useful. The software should also be easy to learn and designed to fit your business functional needs. Here are some other common features of a great HVAC software:

  • A Good Design

  • Exceptional user experience

  • Reliability

  • Efficiency

Who Should Use an HVAC Software?

From small 1-2 men operations to large HVAC companies, all HVAC professionals can benefit from using the software.

  • If you are a business owner, the software can help you manage your team and keep track of reporting effortlessly.

  • If you are an office admin, a software can help you manage accounting without the headache of paperwork.

  • If you are a tech, a software can help boost communication between team members and allow you to see a clear schedule of all scheduled services.

Today, millions of companies in the HVAC industry use software to run their business, and the trend is still growing exponentially. If you're ready to streamline your daily processes and save time on redundant tasks, investing in a software solution can help you achieve your goal.

Why HVAC Businesses Need a Software?

More and more HVAC businesses need a good HVAC software for a few reasons:

  • Using software improves the customer experience. Even if you’re a smaller company, having a software that facilitates customer communication can make you look like the big guys

  • Automated systems help you keep track of important forms and track every part of a service call

  • Better team communication and avoid confusion. Assigning jobs and dispatching team members can be a headache, but an HVAC software can help you eliminate all the confusion

As a result of these benefits, HVAC businesses can save time, increase revenue and boost customer retention rates.

24 HVAC Software For Your Business

(In order of highest to lowest Capterra reviews)

1. Housecall Pro

Housecall Pro is an ideal business solution for service industries specifically like HVAC, Pest Control, Electrical, and Plumbing. This software is designed to increase productivity and manage workflow, while providing an easy-to-learn and user-friendly interface. Compared to other similar softwares in the market, Housecall Pro offers one of the most affordable and well-rounded solutions to manage and operate your HVAC business. 

Housecall Pro hvac software

Features:

  • One-click payroll export with QuickBooks Online integration

  • Estimates and invoicing

  • Dispatching and scheduling

  • Online booking

  • Follow-up marketing 

  • Reviews

  • Job Management

  • Live Map GPS

  • Advanced Reporting

  • Sales Proposal

  • Strategic Account Manager

Platforms: Android, iOS, Desktop (Cloud/SaaS/Web)

Pricing: Free trial (14 days), Start (1 user) $49/month, Grow (up to 5 users) $109/month, XL (enterprise solution) pricing varies

Capterra Review:

  • Overall - 4.7/5

  • Ease of Use - 4.7/5

  • Customer Service - 4.8/5

  • Total Reviews - 2067

Download: Android (4.0 stars) / iOS (4.4 stars)

2. UpKeep

UpKeep offers a mobile solution to manage your business. It allows you to manage your company's workflow in the field with its mobile solutions. Offers an affordable way to manage all aspects of your business.

Features:

  • Downtime Tracking

  • Work Orders / Requests

  • Warranty Tracking

  • Floor Plans

  • Parts and Inventory Management

Platforms: Android, iOS, Desktop (Cloud, SaaS, Web)

Pricing: Free 7-day trial, Starter ($35/user/month/paid annually and $40/user/month/paid monthly), Professional ($60/user/month/paid annually and $75/user/month/paid monthly), Business Plus ($100/user/month/paid monthly and $12/user/month/paid annually) and Enterprise ($180/user/month/paid annually - no monthly plans)

Capterra Review:

  • Overall - 4.7/5

  • Ease of Use - 4.6/5

  • Customer Service - 4.8/5

  • Total Reviews - 1034

3. mHelpDesk

mHelpDesk is designed for small to medium-sized service businesses. The software is available in affordable packages. Provides a functional and reliable way to manage your business.

Features:

  • Contact Database

  • Billing and invoicing

  • Electronic Signature

  • Inventory Management

  • Work Order Management

Platforms: Android, iOS, Desktop (Cloud, SaaS, Web)

Pricing: Starts at $169/month (Price varies. Must set up a demo to get exact pricing.)

Capterra Review:

  • Overall - 4.3/5

  • Ease of Use - 4.3/5

  • Customer Service - 4.3/5

  • Total Reviews - 782

4. Wintac

Wintac is a software for service businesses and contractors. This full-service mobile app allows you to manage accounts, employees and workflow. The tool offers a paperless solution that saves time and money.

Features:

  • Online Time Clock

  • Routing

  • Service History Tracking

  • Work Order Management

  • Payment Collection in the Field

Platforms: Desktop (Windows, Cloud, SaaS and Web)

Pricing: Starts at $2,695 and $1,245 for each additional user, Mobile access $30/month/user, Financing option is $87/month until the balance is paid off.

Capterra Review:

  • Overall - 4.2/5

  • Ease of Use - 4.1/5

  • Customer Service - 4.2/5

  • Total Reviews - 688

5. Jobber

Jobber is another software option for home service businesses. You can organize jobs, manage workflows, dispatch, and locate employees. The tool also syncs with your accounting software.

Features:

  • Online Time Clock

  • Service History Tracking

  • Scheduling

  • Dispatching

  • Work Order Management

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Free Trial, Core Plan (1 user / Annual - $29/month, Monthly - $39/month), Connect (up to 7 users / Annual - $99/month, Monthly - $129/month, Grow (up to 30 users / Annual - $199/month, Monthly - $249/month)

Capterra Review:

  • Overall - 4.6/5

  • Ease of Use - 4.6/5

  • Customer Service - 4.7/5

  • Total Reviews - 537

6. RazorSync

RazorSync is a mobile app solution for service industry professionals. It integrates with Quickbooks to decrease number entry errors.You have the freedom to schedule service appointments, dispatch, and locate employees.

Features:

  • Contact Database

  • Quotes and Estimates

  • Contract Management

  • Routing

  • Service History Tracking

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Free Trial, Solo (Up to 2 users, $45/month/paid monthly, $40/month/paid annually), Team (up to 7 users, $135/month/paid annually. $115/month/paid monthly, Pro (Up to 15 users, $280/month/paid monthly, $240/month/paid monthly), Enterprise (Unlimited users, Activation fee - $800, $725/month/paid monthly, $630/month/paid annually)

Capterra Review:

  • Overall - 4.4/5

  • Ease of Use - 4.2/5

  • Customer Service - 4.6/5

  • Total Reviews - 438

7. Coolfront

Coolfront is used for electrical, plumbing and HVAC contractors. It also integrates with Quickbooks and manages digital work orders with a mobile app.

Features:

  • Billing and invoicing

  • Customer Database

  • Inventory Control

  • Job Management

  • Maintenance Scheduling

Platforms: Desktop (Cloud, SaaS and Web)

Pricing: Free trial; Must schedule a demo for pricing information

Capterra Review:

  • Overall - 4.3/5

  • Ease of Use - 4.2/5

  • Customer Service - 4.4/5

  • Total Reviews - 420

8. Kickserv

Kickserv is a complete workflow management solution for service companies with less than 25 employees. The tool create job estimates, integrates with Quickbooks, can schedule appointments and manage customer leads.

Features:

  • Billing and Invoicing

  • Dispatching

  • Contact Database

  • Quotes and Estimates

  • Service History Tracking

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Solo (1 user, $59/month/paid monthly), Starter (Small Teams, $99/month/paid monthly, $79/month/paid annually), Business (Growing Teams, $199/month/paid monthly, $159/month/paid annually), Premium (Business Pros, $239/month/paid annually, $299/month/paid monthly)

Capterra Review:

  • Overall - 4.3/5

  • Ease of Use - 4.3/5

  • Customer Service - 4.3/5

  • Total Reviews - 291

9. ServiceM8

ServiceM8 is a tool designed for service-based businesses including HVAC technicians, professional cleaners, plumbers, and electricians. The software provides safety reports, invoicing and maintenance schedules for companies with less than 30 employees. It also easily integrates with Xero and Quickbooks Online.

Features:

  • Billing and Invoicing

  • Dispatching

  • Routing

  • Quotes and Estimates

  • Scheduling

Platforms: iOS, Desktop (Cloud, SaaS and Web)

Pricing: Free Trial, Starting at $29/month (Includes 20+ add-ons, free accounting integration, unlimited users, unlimited storage and 24/7 support)

Capterra Review:

  • Overall - 4.7/5

  • Ease of Use - 4.6/5

  • Customer Service - 4.7/5

  • Total Reviews - 280

10. ServiceTrade Commercial

ServiceTrade Commercial is for HVAC service businesses that offer recurring services. The tool helps to engage customers with its online solutions and streamline your company's workflow with this mobile-friendly software.

Features:

  • Billing and Invoicing

  • Dispatching

  • Online Time Clock

  • Mobile Access

  • Work Order Management

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Free Trial and Free Version Available; Starts at $59/month/user

Capterra Review:

  • Overall - 4.7/5

  • Ease of Use - 4.5/5

  • Customer Service - 4.8/5

  • Total Reviews - 239

11. FieldEdge

FieldEdge has the features to manage your entire business. The tool accepts payments, allows QuickBooks integration, and can create recurring service agreements

Features:

  • Billing and Invoicing

  • Dispatching

  • Online Time Clock

  • Service History Tracking

  • Work Order Management

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Must schedule a demo for pricing information.

Capterra Review:

  • Overall - 4.3/5

  • Ease of Use - 4.3/5

  • Customer Service - 4.6/5

  • Total Reviews - 227

12. Verizon Connect Work

Verizon Connect Work makes it easy to manage all phases of your service business. The tool can work for companies of all sizes and it provides a mobile solution that is compatible with tablets, smart phones, and computers. You can customize Verizon Connect to meet your company's needs.

Features:

  • Billing and Invoicing

  • Dispatching

  • Payment Collection in the Field

  • Quotes and Estimates

  • Work Order Management

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Must speak with a representative for pricing information.

Capterra Review:

  • Overall - 2.7/5

  • Ease of Use - 3.0/5

  • Customer Service - 2.7/5

  • Total Reviews - 143

13. ServiceTitan

Service Titan is a software solution for contractors in service industries including HVAC, Electrical, and Plumbing. The tool boosts business performance and can help with managing accounting, sales, scheduling and more.

Features:

  • Training (In Person, Live Online, Webinars and Documentation)

  • Billing and Invoicing

  • Dispatching

  • Online Time Clock

  • Work Order Management

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Pricing varies. Must speak with a representative to get quotes.

Capterra Review:

  • Overall - 4.6/5

  • Ease of Use - 4.5/5

  • Customer Service - 4.7/5

  • Total Reviews - 138

14. Jonas Enterprise

Jonas Enterprise offers construction management solutions for service industries including HVAC, Plumbers and Electrical. Features include reporting, finance management and some other analytical tools. It also works for project management and job costing.

Features:

  • Accounts Payable

  • Overrun Projections

  • Accounts Receivable

  • Cash Management

  • Construction Breakdowns

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: One time fee of $8,000.00

Capterra Review:

  • Overall - 4.1/5

  • Ease of Use - 3.8/5

  • Customer Service - 4.1/5

  • Total Reviews - 127

Housecall Pro is the best software for managing and growing your HVAC business. Our automated payment, service agreement and marketing features give your business maximum efficiency and build customer loyalty. Learn more and start free 14 day trial now.

15. Loc8

Loc8 is a software that works for service businesses of all sizes. The software is fairly user-friendly and it allows you to accept credit card payments and manage every aspect of your business from a mobile device. 

Features:

  • Billing and Invoicing

  • Dispatching

  • Contract Management)

  • Payment Collection in the Field

  • Work Order Management

  • QuickBooks and Xero integration

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Lite (Free Plan - $0), Pro ($10/month/license), Pro+ ($20/month/license)

Capterra Review:

  • Overall - 3.7/5

  • Ease of Use - 3.5/5

  • Customer Service - 3.8/5

  • Total Reviews - 124

16. Service Fusion

Service Fusion makes it easy to manage the daily tasks of your HVAC business. This software maximizes your workflow including dispatching, scheduling, and communication. Specifically designed for small and mid-sized service businesses.

Features:

  • Training (Live Online, Webinars and Documentation)

  • Billing and Invoicing

  • Dispatching

  • Scheduling

  • Work Order Management

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Free Trial, Starter ($99.00/month), Plus ($199/month) and Pro ($349/month), Unlimited users for all plans

Capterra Review:

  • Overall - 4.5/5

  • Ease of Use - 4.5/5

  • Customer Service - 4.6/5

  • Total Reviews - 120

17. Tradify

Tradify makes it easy to manage HVAC companies with 20 employees or less.The software is mainly used  to create job estimates and time sheets. This tool also works for plumbers, contractors, painters and other industry professionals to streamline daily tasks.

Features:

  • Training (Live Online, Webinars and Documentation)

  • Billing and Invoicing

  • Dispatching

  • Online Time Clock

  • Work Order Management

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Tradify (Up to 9 users, $29.00/per month/per user), Tradify Pro (10+ users; Must speak with representative for a price quote.)

Capterra Review:

  • Overall - 4.6/5

  • Ease of Use - 4.7/5

  • Customer Service - 4.8/5

  • Total Reviews - 100

18. ServiceBox

You can schedule work orders and manage staff with ServiceBox. This HVAC software integrates with Sage 50 and Quickbooks to enhance in-field mobile experience. 

Features:

  • Training (In Person, Live Online, Webinars and Documentation)

  • Billing and Invoicing

  • Dispatching

  • Online Time Clock

  • Payment Collection in the Field

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Must contact representative for a price quote.

Capterra Review:

  • Overall - 4.4/5

  • Ease of Use - 4.2/5

  • Customer Service - 4.5/5

  • Total Reviews - 67

19. simPRO Software

Manage your workflow with simPRO, a tool designed to increase productivity, quote jobs and keep track of inventory. The tool works for residential and commercial trade contractors including HVAC technicians, plumbers, electricians and security professionals.

Features:

  • Training (In Person, Live Online, Webinars and Documentation)

  • Billing and Invoicing

  • Dispatching

  • Online Time Clock

  • Work Order Management

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Must speak with representative for pricing.

Capterra Review:

  • Overall - 4.4/5

  • Ease of Use - 4.1/5

  • Customer Service - 4.3/5

  • Total Reviews - 66

20. FieldEZ

FieldEZ is a user-friendly field service management system that provides mobile solutions for billing, scheduling, and tracking technicians.

Features:

  • Billing and Invoicing

  • Dispatching

  • Online Time Clock

  • Service History Tracking

  • Work Order Management

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Free trial, Starts at $15/month/user; Must speak with a representative for additional pricing.

Capterra Review:

  • Overall - 4.8/5

  • Ease of Use - 4.8/5

  • Customer Service - 4.7/5

  • Total Reviews - 63

21. Workiz

Workiz allows you to schedule service appointments and track employee jobs. Like many other HVAC software, you can receive payments and create reports through the software.

Features:

  • Training (In Person, Live Online, Webinars and Documentation)

  • Billing and Invoicing

  • Dispatching

  • Online Time Clock

  • Work Order Management

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Starter (Up to 2 users, $50/month), Team (Up to 6 users, $130/month), Pro (Up to 15 users, $260/month)

Capterra Review:

  • Overall - 4.5/5

  • Ease of Use - 4.6/5

  • Customer Service - 4.6/5

  • Total Reviews - 61

22. ServiceMax

ServiceMax offers a mobile solution for field service management. HVAC business owners can leverage ServiceMax to manage all aspects of business operations including inventory, customer service and scheduling. The tool is more suited for HVAC companies with more than 100 employees.

Features:

  • Training (In Person, Live Online, Webinars and Documentation)

  • Billing and Invoicing

  • Dispatching

  • Service History Tracking

  • Work Order Management

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Pricing available upon inquiry

Capterra Review:

  • Overall - 4.3/5

  • Ease of Use - 4.0/5

  • Customer Service - 4.2/5

  • Total Reviews - 37

23. FieldPulse

FieldPulse increases HVAC business efficiency and helps businesses build stronger relationships with customers. The tool provides on-the-go solutions for customer management, billing, and scheduling. 

Features:

  • Training (Live Online, Webinars and Documentation)

  • Billing and Invoicing

  • Dispatching

  • Online Time Clock

  • Work Order Management

Platforms: Android, iOS, Desktop (Cloud, SaaS and Web)

Pricing: Free Trial, Free Version Available, Pricing starts at $39/month/use

Capterra Review:

  • Overall - 5/5

  • Ease of Use - 4.8/5

  • Customer Service - 4.9/5

  • Total Reviews - 16

24. FieldConnect

FieldConnect is a workforce management solution that transforms customer service. The software integrates with Microsoft software and provides real-time data to and from mobile devices. 

Features:

  • Billing and Invoicing

  • Dispatching

  • Online Time Clock

  • Quotes and Estimates

  • Work Order Management

Platforms: Desktop (Cloud, SaaS and Web)

Pricing: Must speak with a representative for pricing information.

Capterra Review:

  • Overall - 4.8/5

  • Ease of Use - 4.7/5

  • Customer Service - 4.8/5

  • Total Reviews - 6

Housecall Pro is rated the #1 software to run your HVAC, Plumbing, Electrical, Carpet Cleaning and other home service businesses. Our features allow you to schedule and dispatch jobs, get booked online, send invoice and receive payment within minutes whether if you are in the office or out in the field. This comprehensive software can help you grow revenue by 30% in one year and save up to 500 hours a year. Join all the other successful home service businesses who have already started and try Housecall Pro for 14 days free today.

Let's Grow Your Business.

Get tips, tricks and trade secrets to help you build a profitable and thriving service business.

I agree to the Terms of Service and Privacy Policy.