Running an HVAC company means keeping track of all the moving parts that factor into the logistics of your business. From scheduling and billing to inventory, you have a lot on your plate to keep everything running smoothly.
While keeping all of those tasks can be a full-time job in itself, field service management software for HVAC can be a game-changer. Field service management software for HVAC, or just HVAC software, helps organize and streamline your operations so you can more efficiently manage your day-to-day.
With so many different HVAC scheduling software options out there, how do you choose the one that’s right for your business? To help you make a more informed decision, let’s take a look at some of the best HVAC software available in the market today.
What Are We Looking For?
Not all HVAC service software is created equal. To help sort through the pack, here are some of the most important features that your HVAC dispatch software should have:
- Scheduling and dispatching
- Analytics reporting
- Payment, invoicing & estimates
- Mobile-friendly
- GPS tracking
- Integration with QuickBooks (or other accounting software)
- Ability to communicate with customers
While every business is unique, these are the core features that we’ll be considering in assessing the best HVAC software available for purchase.
FieldEdge
FieldEdge by Xplor is a cloud-based field service management software for HVAC and other home service contractors. This HVAC service software allows companies to manage business operations remotely with features including customer service, scheduling and dispatch, invoicing, service agreement creation, customer history tracking, customized reports and analytics and more.
- Free demo: Yes
- Cloud-based: Yes
- Price: Not available on the FieldEdge website
- Mobile app: Yes, available for Apple and Android devices
- Training: FieldEdge provides training in-person and via online calls, webinars, and in documentation on their website
- Support: You can contact the FieldEdge support team via phone, email, or online chat during EST business hours
Jobber
Jobber is another cloud-based field service management software for HVAC that allows small and midsize service businesses to manage field staff, provide customer support, and expand business operations either through a mobile app or a desktop dashboard.
- Free demo: You can try Jobber free for 14 days
- Price: Core version starts monthly at $39 or $29 monthly with an annual plan
- Mobile app: Available for IOS and Android
- Training: Yes, online and in-person training
- Support: Yes, online and call-in support
Housecall Pro
This field service management software for HVAC automates workflows and streamlines technician dispatch. This HVAC estimating software includes a native mobile app alongside features such as Quickbooks Desktop & Online integration, job scheduling with GPS tracking, dispatching, payment processing, estimates, automated receipts and invoices, real time customer notifications, text message capabilities, automated postcards and email marketing automation.
- Free demo: Yes (they also offer a free 14-day trial)
- Cloud-based: Yes
- Price: This depends on the number of users you have – one user starts at $39 per month and you can have unlimited users for $199 per month with an annual contract
- Mobile app: Yes, available for Android 5 and above and IOS 9 and above
- Training: There is no training information available on the Housecall Pro website
- Support: Support is available via live chat and over the phone
Service Fusion
Service Fusion offers field service management software for HVAC with customer management, estimate & job creation, dispatching, scheduling, invoicing & online payments, inventory management, time tracking, field/mobile app, customer email broadcast, and more.
- Free demo: Yes
- Cloud-based: Yes
- Price: Service Fusion charges a flat monthly fee starting at $99 per month
- Mobile app: Yes, available for Apple and Android devices
- Training: Training is available through webinars, online calls, and documentation on the Service Fusion site
- Support: Support is available via phone, email, and their online support center
ServiceBox
ServiceBox is an integrated HVAC scheduling software that allows users to synchronize individual work orders with job sites, allowing technicians to create quotes from anywhere, automatically update schedules and create invoices on-site.
- Free demo: Yes, free demo offered as well as one-month free trial
- Price: Beginning at $20 per user
- Mobile app: Yes, offered on iOS and Androids
- Training: Yes, in-person and online
- Support: They provide call-in and online support
Workiz
In addition to scheduling and appointment management, Workiz has third-party integrations with services like MailChimp, Quickbooks, and Gmail, making it easy to use alongside your current accounting, billing, and marketing software.
- Free demo: Yes (they also offer a free 14-day trial)
- Cloud-based: Yes
- Price: Starts at $50 per month with an annual contract
- Mobile app: Yes, available for all Apple and Android devices
- Training: There is no training information available on the Workiz website
- Support: Support is available via phone and you can submit a support ticket on their website
