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.

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

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
Pros
  • Video coaching
  • Intuitive and user friendly interface
  • Comprehensive features for field service job
  • Tech support
Cons
  • No desktop app for Windows or Mac
  • Delayed messages

Ideal for: Field professionals

2. HoneyBook

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
Pros
  • Customizable software
  • API Integration
  • Easy adding of employees’ job
Cons
  • Difficult to navigate because of complex learning curve
  • Transition costs

Ideal for: contracts & agreements

3. Jobber

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
Pros
  • Batch invoice generation tool
  • User-friendly mobile app
  • Frequent updates
Cons
  • Reporting feature doesn’t work well
  • Overpriced plans

Ideal for:  Small or mid-size HVAC business

4. FieldCamp

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
Pros
  • Managing emergency jobs
  • Work automation
  • Assigning tasks as per availability
Cons
  • Only 7-day free trial
  • No route optimization

Ideal for: HVAC entrepreneurs

5. Housecall Pro

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
Pros
  • In-built marketing tools
  • Option to add payment notes
  • Easy integration
Cons
  • It lacks management functionalities
  • Limited features for customization

Ideal for: US-based HVAC businesses

6. mHelpDesk

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
Pros
  • Offline access
  • Live chat
  • Customization options
  • Excellent customer service
Cons
  • Inaccuracy
  • Not suitable for large companies

Ideal for: Medium-size HVAC companies

7. Service Fusion

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
Pros
  • No hidden charges
  • Offers excellent customer support
  • Tracking equipment history
Cons
  • It doesn’t have a free trial
  • Limited integrations with add-ons

Ideal for: For startups business

8. ThermoGRID

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
Pros
  • Affordable plans
  • User-friendly software
  • Offers friendly customer support
Cons
  • Software lags during scheduling process
  • Payment features need to be added

Ideal for: Budget-friendly software

9. ServiceTrade

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.

Pros
  • Easy-to-implement software
  • It receives new features in updates
  • Customer service team is responsive
Cons
  • Slow loading speed
  • No customization option

Ideal for: Enhancing customer experience

10. FieldAware

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
Pros
  • Quick dispatch
  • Easy navigation
  • Automated payment features
Cons
  • No automated text messaging
  • While using a mobile app, you cannot use it on a desktop

Ideal for: Field technicians

11. ServiceTitan

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
Pros
  • Job completion forms
  • Great tool for scheduling
  • ROI tracker
Cons
  • Expensive plans
  • Software is more convenient for technicians rather than admin users

Ideal for: Customer financing

12. Joblogic

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
Pros
  • Contractors-friendly software
  • Live chat service
  • Easy to use for new staff
Cons
  • Filtering options need an update
  • Customer support is too slow

Ideal for: Business management

13. FieldEdge

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
Pros
  • All-in-one solution program
  • Customization options
  • API Integration
Cons
  • It doesn’t generate reports in all formats
  • Alerts are not accurate

Ideal for: Customer management

14. Knowify

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
Pros
  • It offers 2-way sync with Quickbooks
  • AIA-style billings
  • Integrable with Tsheets
Cons
  • Difficult for new users
  • It lacks customization

Ideal for: Job costing

15. Smart Service 365

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
Pros
  • Customizable software
  • It offers an easy navigation option
  • Scheduling features work well
Cons
  • 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.