If you own field service based businesses and try to manage your projects without using any software, you are likely to mess up everything. That’s right because dealing with modern-day challenges is not that easy.
Thankfully, here we have a list of HVAC business software that can help us overcome unexpected delays and manage multiple projects simultaneously. It helps you stay updated with your ongoing project and enhance productivity as well.
Along with this, many software gives you additional features like invoicing, payment, live chat, automated customer notifications and GPS tracking. Thus, no wonder why it has been a top priority for contractors.
If you’re one of them who are willing to adopt HVAC service software, you have landed on the right spot.
Here, we have listed the 15 best HVAC software that are worth buying in 2023.
Contents
A Comprehensive List of 15 Best HVAC Software 2023
To help you choose the ideal HVAC business software, we have compiled a list of 15 best HVAC software that are worth investing in. These free HVAC software solutions are best for HVAC businesses to maximize productivity and achieve desired profit.
1. Connecteam
Price: Starts from $47 per month
It is one of the ideal field service solution, specifically built for mobile users away from their office area. It has a virtual training program, time management, and customizable features. Using it, you can keep an eye on your service professionals and ongoing field operations. The admin user can even send customized notifications using this software. Connecteam is currently being used by more than 8000 field service companies.
Features:
- Employee task management
- Personalized service schedules
- Real-time clock in/clock out
- Exportable timesheets
- Push notifications
- Video coaching
- Intuitive and user friendly interface
- Comprehensive features for field service job
- Tech support
- No desktop app for Windows or Mac
- Delayed messages
Ideal for: Field professionals
2. HoneyBook
Price: Unlimited plan at $39 per month
It is a service management software aiming to improve customer satisfaction with its autonomous process. Business owners widely use this software for sending proposals to their clients. The software helps you manage customer records and sends automated reminders for payments using readymade templates. Honeybook seamlessly integrates with Google-powered tools.
Features:
- Proposals
- Invoicing
- Scheduling
- Online payments
- Customizable software
- API Integration
- Easy adding of employees’ job
- Difficult to navigate because of complex learning curve
- Transition costs
Ideal for: contracts & agreements
3. Jobber
Price: $39 per month
It is a popular field service management and HVAC dispatch software that offers effective solutions to its users. Jobber provides essential features for field service businesses to carry out their operations using their smartphones. The cloud-based software is better known for its integration system that merges with other CRM solutions. In addition, it also offers accounting tools and payment features.
Features:
- Scheduling & dispatching
- Estimating
- Invoicing
- Client hub
- Job forms
- Batch invoice generation tool
- User-friendly mobile app
- Frequent updates
- Reporting feature doesn’t work well
- Overpriced plans
Ideal for: Small or mid-size HVAC business
4. FieldCamp
Price: $29 per month ( 7-day free trial)
FieldCamp is mainly used for job scheduling and dispatching services. It lets you know about employees’ availability and job status. The feature-rich field service software automates daily operations to reduce paperwork and accelerate business productivity. Also, it has a tracking option to locate a field service agent.
Features:
- Job scheduling
- Dispatching
- Invoicing
- Payment
- Reporting
- Managing emergency jobs
- Work automation
- Assigning tasks as per availability
- Only 7-day free trial
- No route optimization
Ideal for: HVAC entrepreneurs
5. Housecall Pro
Price: $49 per month (if billed annually)
Housecall Pro has various features to help contractors from different industries. The introduction of this job management software is to improve scheduling, on-demand invoicing features, easy payment processing, and collection. It integrates directly with Quickbooks online and on the desktop. Furthermore, it has in-built features like GPS vehicle tracking and in-app chat.
Features:
- Automated scheduling
- Estimates
- Invoicing
- GPS tracking
- In-built marketing tools
- Option to add payment notes
- Easy integration
- It lacks management functionalities
- Limited features for customization
Ideal for: US-based HVAC businesses
6. mHelpDesk
Price: you need to request pricing options
mHelpDesk was designed for HVAC technicians seeking an ideal field service management solution. It helps HVAC companies to grow with its advanced features and integration option. Additionally, inventory management software assists the contractor in analyzing on-field performance via reporting. Its automated customer communication improves customer relationship management.
Features:
- Inventory management
- Estimates and quotes
- Job management
- Route planning (Google Maps integration)
- Dispatching via text message
- Offline access
- Live chat
- Customization options
- Excellent customer service
- Inaccuracy
- Not suitable for large companies
Ideal for: Medium-size HVAC companies
7. Service Fusion
Price: $125 per month
Service Fusion is one of the best software to generate estimates and collect payments. Also, it is easy to integrate with Quickbooks. The field service management software allows you to connect with your employees with advanced tools. The software will enable you to manage client calls and monitor on-field activities from its centralized platform.
Features:
- Invoicing & payments
- Customer management
- Field technician app
- Fleet tracking
- No hidden charges
- Offers excellent customer support
- Tracking equipment history
- It doesn’t have a free trial
- Limited integrations with add-ons
Ideal for: For startups business
8. ThermoGRID
Price: You need to book a demo
ThermoGRID makes sure you manage your business with less paperwork as you can store all information on one platform. It keeps you connected with your technicians and clients. The software also has customization features for its end users. It has an in-built easy-to-use load calculator, but still, it lacks many key features.
Features:
- Analytics & Reporting
- Scheduling
- Dispatch
- Real-time tracking alerts
- Affordable plans
- User-friendly software
- Offers friendly customer support
- Software lags during scheduling process
- Payment features need to be added
Ideal for: Budget-friendly software
9. ServiceTrade
Price: $79 per month
Service Fusion is one of the best HVAC business software that can manage jobs simultaneously. Right from generating estimates to collect payments followed by a seamless integration with Quickbooks, it can handle all at once. This field service management software allows you to connect with your employees with advanced tools. The software will enable you to manage client calls and monitor on-field activities from its centralized platform.
- Easy-to-implement software
- It receives new features in updates
- Customer service team is responsive
- Slow loading speed
- No customization option
Ideal for: Enhancing customer experience
10. FieldAware
Price: $70 per month
FieldAware is used by small businesses mainly for scheduling and dispatching services. The software provides multiple features for many major industries. It is an excellent tool for invoicing as well as service cost calculations. Using FieldAware, you can import or export the timesheet whenever you want. You can even call customers using its app.
Features:
- Dispatch operations
- Integration
- Timesheet management
- Quick dispatch
- Easy navigation
- Automated payment features
- No automated text messaging
- While using a mobile app, you cannot use it on a desktop
Ideal for: Field technicians
11. ServiceTitan
Price: You need to request a demo
Contractors prefer it for customer financing where customers can directly apply and get approval instantly. As per ServiceTitan, their features are capable of accelerating revenue along with other financial options. It has in-built features like customization, ROI tracking, and heat maps for revenue generation.
Features:
- Scheduling
- Call booking
- Dispatching
- Reporting
- Job completion forms
- Great tool for scheduling
- ROI tracker
- Expensive plans
- Software is more convenient for technicians rather than admin users
Ideal for: Customer financing
12. Joblogic
Price: $40 per month
Joblogic is a user-friendly software for onboarding your teams through live chat or email. It has an array of features to carry out service operations. Also, it can integrate with accounting software like Quickbooks. Joblogic has an app for on-field technicians, which keeps them connected with the backend team. You can even analyze service reports using the software.
Features:
- Customer portal
- Dashboard reporting
- Reporting
- API integration
- Contractors-friendly software
- Live chat service
- Easy to use for new staff
- Filtering options need an update
- Customer support is too slow
Ideal for: Business management
13. FieldEdge
Price: You need to request a demo
FieldEdge rolls out frequent updates as they keep adding new features. It lets users estimate quotes, make agreements and review a work history. It helps you monitor employees’ performance and generates on-demand reports. Plus, it gives you an overview of completed job work and scheduled tasks. FieldEdge plays a crucial role in improving on-field operations.
Features:
- Scheduling
- Dispatching
- Online payments
- Quotes & invoicing
- All-in-one solution program
- Customization options
- API Integration
- It doesn’t generate reports in all formats
- Alerts are not accurate
Ideal for: Customer management
14. Knowify
Price: $99 per month
With Knowify, you can optimize your scheduling, dispatching, and invoicing process. Its features include catalog management, a customer portal, and job management. Additionally, this asset management software integrates with other systems, so it won’t be difficult for you to manage customer data. It helps you manage costs in the ongoing projects and enables mobile access for tracking field activities.
Features:
- Customer relationship management (CRM)
- Job management
- Time tracking
- It offers 2-way sync with Quickbooks
- AIA-style billings
- Integrable with Tsheets
- Difficult for new users
- It lacks customization
Ideal for: Job costing
15. Smart Service 365
Price: $129 per month
Mobile service platform, Smart Service 365, has all the necessary features to carry out field service jobs. With its autonomous process, technicians find it easier to be attentive to on-field tasks. It has a “drag & drop” scheduler to boost your delivery assignments and keep your team updated simultaneously.
Features:
- Routing
- Price books
- Inventory
- Integration
- Customizable software
- It offers an easy navigation option
- Scheduling features work well
- It runs slowly while syncing data
- It needs a highly-skilled user to operate
Ideal for: Scheduling & Dispatching
Tips to Choose HVAC software
HVAC software programs to aim to help field contractors by easing the extra workload. It improves efficiency and generates 3D models to represent an overview of the project. Here are essential factors that you should analyze before buying it.
- User-friendly: HVAC software should be easy to use for anyone. It should be working efficiently along with all its additional features. It should allow you to import CSV files instead of adding addresses manually easily. Also, it should guide your team members so that you don’t need to conduct training sessions.
- Accurate load calculations: No matter if you are working on a commercial project or residential building, your software should calculate correctly. While calculating, it should consider industry standards to generate accurate figures while calculating.
- Integrable: HVAC software should integrate easily with other programs or any third-party software. Such integration functionality will help you manage things from one individual platform.
- On-demand customer support: As a growing business owner, you should check the availability of customer support that helps you resolve any issues. Live chat support should be there, especially if you are new to the system. In short, their customer service should be responsive to tackle any minor bugs.
Frequently Asked Questions
What is HVAC software?
An HVAC software streamlines the HVAC operations and automates the coordination between the technicians and the management. It can help you schedule the service calls, monitor the positions of the technicians, and have centralized control over the HVAC service business.Which is the best HVAC software?
There are multiple best HVAC dispatch software available in the market. Each has a different USP, and some of the top software are Jobber, mHelpDesk, Service Fusion, FieldCamp, and FieldEdge.Why is HVAC software necessary?
HVAC software is necessary to adapt to the new business ecosystem, match the rising demand of the customers, automate the manual process, and boost the service quality.What aspects to look at in HVAC software before making the purchase?
You need to check multiple aspects while selecting an HVAC software like the usability, pricing, build quality, functionality, and basic features in the offering.Can HVAC software help to create quick invoice receipts?
Yes, most of the best HVAC software can deliver instant invoices for your customers. The on-ground worker needs to click a few buttons to create an invoice that can be delivered to the client with no hassles involved.How could HVAC software be an essential tool for your business?
If you are in a field service business, you may need someone to take care of your employees, manage ongoing projects as well as streamline operations of your HVAC business. At this point, HVAC software plays a significant role in handling business processes and increasing efficiency levels. Using HVAC management software, small business can improve project management and provide exceptional customer service.What is the cost of HVAC software?
HVAC software cost between $10 to $50 per month. It may vary as per features and purchased subscription plan. Some of the software can also be installed by paying a one-time cost.What features do I need to look out for in HVAC software?
Here is the list of features to look out for before buying HVAC software.
- User-friendly software
- Online training guide
- Mobile app
- Invoicing & payments
- Accurate tracking tools
HVAC software cost between $10 to $50 per month. It may vary as per features and purchased subscription plan. Some of the software can also be installed by paying a one-time cost.
The Bottom Line
We reviewed the 15 best HVAC software that can help you streamline your on-field services and better management of employees’ tasks. HVAC software can make your job easier with its advanced features, whether you are into a startup business or already running an HVAC company.
If you are looking for the ideal software, we recommend booking a demo on any preferred software and discovering its main features. It will further help you decide whether to go ahead with it or look for an alternate software. With this, we hope this informative blog will help you make the right buying decision.