8.9
Editor’s Rating:
Best Overall
FieldEdge: Dashboard
FieldEdge
  • Create estimates and invoices on mobile app
  • QuickBooks Platinum Partner
  • Real-time dispatching and financials
8.5
Editor’s Rating:
Best for Residential Services
ThermoGrid: ThermoGrid
ThermoGrid
  • In-depth catalog of training videos
  • Mobile app offers easy access for technicians on-the-go
  • Many customization options for personalizing the dispatch board and KPI reporting
8.4
Editor’s Rating:
Best for Commercial Contractors
BuildOps: Growth
BuildOps
  • Integrates with multiple accounting systems
  • Includes photo and video notes
  • Includes project bids, contracts, daily logs, and change orders

Choosing the right software is crucial to running an efficient, service-based business. This guide highlights the top HVAC solutions for commercial, residential, emergency, and specialty contractors. Whenever you are looking for advanced scheduling, better customer management, or improved oversight on your technicians, save time and find the best-fit software for your HVAC service business.

Software Industry Problem Feature Price
FieldEdge Lack of flexible pricing for customer proposals Offers customizable “good,” “better,” “best” options for proposals. Price requires consultation
ThermoGrid Scheduling inefficiencies and high callback rates Smart dispatching considers call-back ratios, proximity, and profitability per call. $60/user/month + $400 setup
BuildOps Difficulty managing large-scale service and construction projects Combines service and project management Price requires consultation
FieldMotion Limited customization for job forms and scheduling Provides configurable workflows, customizable job forms, and multiple scheduling views. $45/user/month
Housecall Pro Missed opportunities outside business hours Enables online booking with integration to “Reserve with Google” $59/month (1 user); $149/month (up to 5 users)
Service Fusion Increased fuel costs and reduced fleet lifespan Integrated GPS and fleet tracking, real-time location updates, and driver behavior monitoring. $192/month (unlimited users)
WenDuct Slow estimating and take-off processes Drag-and-drop estimating with integrated material and labor pricing from wholesalers and MCAA standards. Price requires consultation

FieldEdge - Best Overall

FieldEdge is field service management software that equips small and medium-sized service contractors with tools to increase productivity and provide a better customer experience. For dispatchers or office employees, the system recognizes incoming clients’ contact information and automatically pulls up all previous work order history, allowing your team to provide excellent customer service. For field workers, the included mobile app gives access to the same details, so they have everything they need to complete a job.

FieldEdge includes a fully customizable pricing book enabling technicians or your sales team to offer “good,” “better,” and “best” options for equipment or service purchases. While this feature is only available in the Premier and Elite plans, it helps boost sales by giving customers more choices and presenting proposals professionally. It also makes payment collection easier, as techs can invoice clients in the field and capture their signatures for approval.

FieldEdge Dynamic Proposals
Provide clients with good, better, best, proposals using FieldEdge

The software simplifies routing and dispatching by assigning technicians to jobs based on their skills, availability, and proximity. Though its route optimization may feel basic compared to systems like ServiceTitan, it remains a strong choice for most contractors. Offering Basic, Premier, and Elite pricing plans, FieldEdge suits residential and commercial HVAC contractors with teams ranging from 2 to 500 employees.

Overall:
FieldEdge
★★★★★
★★★★★
(3)

FieldEdge: Dashboard
FieldEdge: Service Agreements Page
FieldEdge: Work Order Editing
FieldEdge: Invoices Page
FieldEdge: Customer Screen
FieldEdge: Authorization
FieldEdge: Mobile Home Screen
FieldEdge: Work Order Details
FieldEdge: Dispatch Board
FieldEdge: Dashboard
What We Like
Create estimates and invoices on mobile app
QuickBooks Platinum Partner
Real-time dispatching and financials
What We Don’t Like
Does not offer an open API
Difficult to navigate due to dense feature set
Some issues syncing with QuickBooks
Overview
Client OS: iOS, Android, Web
Deployment: Cloud Hosted

Read our full review of FieldEdge.

ThermoGrid - Best for Residential

ThermoGrid is a cloud-based HVAC service management software with dispatching, invoicing, and CRM modules. Residential contractors often struggle with scheduling and dispatching because of last-minute changes or cancelations by customers. That’s why we found ThermoGrid’s smart dispatching capabilities a great option for residential contractors.

ThermoGrid Dispatch Calendar
Use ThermoGrid Smart Dispatching to assign technicians to service orders

When a customer reschedules or requests service, it’s essential to send the best technician for the job. Unlike other systems that rely solely on location or predetermine skill sets, ThermoGrid optimizes assignments by considering call-back ratios for specific jobs and profitability per call. By analyzing these metrics, businesses can maximize profits per job, minimize callbacks, and turn first-time customers into loyal, long-term clients.

ThermoGrid’s pricing is also a strong benefit for small to medium HVAC contractors, starting at just $60/user/month with a $400 setup fee. It beats out other systems such as SalesForce FSM, which starts at $150/user/month. However, if you are looking for VoIP services to manage your phone lines, expect higher costs and a custom quote based on your unique business.

Residential:
ThermoGrid
★★★★★
★★★★★
(4)

ThermoGrid: ThermoGrid
ThermoGrid: Client Addresses
ThermoGrid: Memberships
ThermoGrid: Timecards
What We Like
In-depth catalog of training videos
Mobile app offers easy access for technicians on-the-go
Many customization options for personalizing the dispatch board and KPI reporting
What We Don’t Like
VOIP service costs more
Does not currently have routing features
Does not integrate with additional software other than QuickBooks
Overview
Price Range: $$
Starting Price: $60/user/month
Client OS: iOS, Android, Web
Deployment: Cloud Hosted

Read our full review of ThermoGrid.

BuildOps - Best for Commercial Contractors

BuildOps is a comprehensive platform specifically designed for commercial contractors overseeing both ongoing service work and construction tasks. By integrating project and service management into a single solution, BuildOps allows businesses to handle small to large-scale construction projects alongside daily technician dispatching.

This eliminates the need for multiple systems such as Procore and provides a unified view of the entire business, allowing teams to work together across departments.

BuildOps Project Calendar
Review and assign technicians for service and construction projects using BuildOps

On the construction side, BuildOps offers drag-and-drop Gantt charts for planning project phases, creating dependencies, and adjusting schedules. You can easily track labor hours and manage job costs and budgets for projects of any size. These plans connect directly to the technician dispatch boards, giving dispatchers and office staff an overall view of their employees’ availability. Once the work is complete, you track the installed equipment and assets and ensure preventative maintenance contracts are followed up.

This then goes right into BuildOps’s service management features, which offer traditional HVAC software features such as quoting customers, dispatching techs, and managing jobs. Its mobile app allows field techs to access important job details, review notes from previous visits, and complete required checklists to close out a job.

Commercial:
BuildOps
★★★★★
★★★★★
(1)

BuildOps: Growth
BuildOps: Customers
BuildOps: Analytics
BuildOps: Visit Summary
BuildOps: Dispatching
BuildOps: Project Management
BuildOps: Scheduling
BuildOps: Service Agreements
What We Like
Integrates with multiple accounting systems
Includes photo and video notes
Includes project bids, contracts, daily logs, and change orders
What We Don’t Like
Pricing not available on developer site
Limitations in customizing job numbers within the software
Software can be sluggish when loading older work orders or images
Overview
Client OS: iOS, Android, Web
Deployment: Cloud Hosted

Read our full review of BuildOps.

FieldMotion - Most Customizable

FieldMotion’s is an HVAC field service management software offering configurable workflows for managing your field service job. It has multiple different scheduling views, completely customizable job forms, and mobile user permissions to offer your business comprehensive tools for managing jobs from creation to completion.

  • The list view lets you see all jobs as a simple list to quickly view what type of jobs are scheduled, the tech assigned, and if the job is completed, overdue, or still in progress.
  • The timeline view shows full schedule visibility across the company. This view is sorted by individual employees, and you can view their daily, weekly, or monthly schedules. The system color codes job statuses based on whether the tech is on the way, in progress, or has completed the job.
  • The map view shows where each job is on the map. Quickly locate techs actively working and assign new jobs based on proximity.

This customization really shines when you start to create and assign jobs. You can quickly set up recurring maintenance jobs with tailored follow-up intervals or just one-time service repairs. FieldMotion will work with you to create personalized forms, health questionnaires, or job checklists to ensure your technicians can easily provide the information to close out a job. This can be as simple as ensuring a client signs off on the work or more complex like tracking inventory usage or uploading photos.

FieldMotion is an all-in-one field service solution with a built-in CRM, custom reporting, and a full customer portal. Its pricing starts at just $45/user/month, making it very affordable for small and mid-sized HVAC businesses.

Most Customization:
FieldMotion
★★★★★
★★★★★
(3)

FieldMotion: Job Monthly Calendar
FieldMotion: Timeline View
FieldMotion: Create New Job
FieldMotion: Job List View
What We Like
Affordable price
System is easy to use
Offers customizable forms
What We Don’t Like
Cannot take payment through the app
Overview
Starting Price: $45/user/month
Deployment: Cloud Hosted

Read our full review of FieldMotion.

Housecall Pro - Best for Online Booking

Housecall Pro helps companies streamline operations and improve service scheduling with online booking. The tool allows businesses to capture new customers 24/7, even when no one is in the office, ensuring you never miss out on new business.

The online booking feature has a quick onboarding process, giving you prebuilt price books to use or allows for custom pricing models. It integrates with the “Reserve with Google” feature, which adds a “book” button to your Google Business Profile. This makes it even easier for customers searching for HVAC services to schedule an appointment with just a few clicks.

Housecall Pro Online Booking
Allows customers to book service online using Housecall Pro

Housecall Pro does not stop at booking; it will automatically sync the details to your calendar, assign a tech to the job, and send confirmation to your customers, eliminating the need for manual follow-ups and reducing scheduling errors. It includes drag-and-drop scheduling and sends texts to customers when a tech is en route.

With flat-rate pricing starting at just $59/month for a single user and $149/month for up to five users, Housecall Pro delivers a complete solution for HVAC companies looking for online booking capabilities. One limitation we noticed is its routing capabilities. Although Housecall Pro includes field technician tracking, it doesn’t update in real-time and instead updates happen every few minutes. This is a slight difference compared to systems like Thermogrid, which provide real-time updates.

Housecall Pro
★★★★★
★★★★★
(10)

Housecall Pro: Customer Profile
Housecall Pro: New Customer
Housecall Pro: Add New Customer
Housecall Pro: Mobile Check Deposit
Housecall Pro: Housecall Pro Custom Reporting Dashboards
Housecall Pro: Housecall Pro Customer Service Chat Feature
Housecall Pro: Housecall Pro Invoice Management
What We Like
Fully integrates with QuickBooks
Large library of training tutorials
Offers direct communication with customers and employees via text from the app
What We Don’t Like
CRM functionality is limited
Some users have reported lags
Some users have reported needing to use multiple programs to fulfill their business needs
Overview
Price Range: $$
Starting Price: $65/month
Client OS: iOS, Android, Web
Deployment: Cloud Hosted

Read our full review of Housecall Pro.

Service Fusion - Best Integrated Fleet Tracking

HVAC businesses often struggle with optimizing routes, tracking fuel costs, and guaranteeing service techs arrive promptly at the job site. Service Fusion stands out with its integrated GPS and fleet tracking tools, offering real-time location data and route optimization to simplify dispatching.

Service Fusion geofences and timestamps job locations for accurate time tracking while preventing unauthorized vehicle usage. Additionally, it monitors your techs’ driving behaviors. You can track a driver’s harsh braking, speeding, and idling to reduce excessive fuel consumption, minimize vehicle wear, and extend your fleet lifespan.

Service Fusion Dispatch Map
With GPS tracking monitor and manage technicians driving using Service Fusion

This software improves customer satisfaction and engagement with your business with its “Track My Tech” feature. This allows clients to see a technician’s estimated arrival time, exact location, and even a picture, offering a modern and professional experience whenever they work with you.

These features come as an add-on to Service Fusion’s base package, which starts at $192/month for unlimited users. If you want just the basics without add-ons, check out Intuit FSM which includes basic GPS tracking out of the box.

Service Fusion
★★★★★
★★★★★
(1)

Service Fusion: Service Fusion Create Job
Service Fusion: Service Fusion Jobs Overview
Service Fusion: Schedule
Service Fusion: Jobs Dashboard
Service Fusion: Create an Esrimate Page
What We Like
Offers contactless eSign for service agreements
Includes online and desktop QuickBooks integration
Streamlined time tracking for technicians through mobile app
What We Don’t Like
Can only sync to one income account in QuickBooks
Customization options for reports are limited
Multiple users have reported issues with support
Overview
Price Range: $$
Starting Price: $195/month
Client OS: Web
Deployment: Cloud Hosted

WenDuct - Best for Estimating and TakeOffs

WenDuct is for commercial and industrial HVAC contractors, offering fast and precise estimates and take-offs. It allows contractors to import digital project plans and use simple drag-and-drop techniques to quickly calculate both material and labor costs.

WenDuct Digital Takeoff
Quickly takeoff ductwork drawings using WenDuct

It ensures accurate pricing by integrating with many wholesale providers in the industry, such as Ferguson Enterprises, Harrison, and Trade Services. For labor costing, WenDuct has preloaded its database with national averages and labor rates from the Mechanical Contractors Association of America (MCAA), which are based on industry-specific studies and standards. If using other people’s labor rates is not your thing, WenDuct also lets you create custom labor rates that align with your unique business.

Due to its simple-to-learn interface, most businesses can start bidding on projects the same day. While some users have found WenDuct a bit outdated, the majority find the system simple and easy to learn when compared to programs like McCormick Estimating.

WenDuct and WenPipe

WenDuct and WenPipe: Takeoff
WenDuct and WenPipe: Sample
What We Like
Customizable pre-loaded man hours and material pricing
Digital takeoff capabilities with voice verification
What We Don’t Like
Some issues transitioning between different sizes in takeoff process
Some users report performance issues like freezing during use
Overview
Price Range: $$$
Client OS: Windows
Deployment: On-Premises

What is HVAC Software?

HVAC service software is a type of field service management software designed for and used by heating, ventilation, and air conditioning (HVAC) contractors. These systems help with day-to-day operations by automating scheduling, optimizing routes, organizing customers, and managing your workforce. By eliminating manual processes, this software helps contractors work efficiently and deliver better service.

Whether your business focuses on installations, service repairs, ongoing maintenance, or mechanical jobs, adopting software can replace outdated pen-and-paper methods while helping you stay competitive. Even if you’re already using tools like calendars, spreadsheets, or a basic CRM, industry-specific software takes organization and productivity to the next level, empowering you to grow your business proactively.

Modern HVAC software goes beyond the basics, offering real-time technician dispatching, inventory tracking, and mobile access that connects field workers to the office. Many platforms also include customer portals for online booking, along with payment processing and approvals that technicians can handle directly in the field, improving the customer experience. With GPS tracking, route optimizations, and automatic arrival reminders, these systems ensure teams can work more efficiently. By consolidating these tools into one platform, contractors can boost profitability and deliver consistent, high-quality service.

WorkWave Service Scheduling
Manage work order scheduling using WorkWave
We can save you hours of time and research. Let our software advisors suggest a few options for your unique business.

Key Features

The main goal of HVAC software is to streamline the management of customers and your workforce and automate your back office tasks. By centralizing essential functions like scheduling, dispatching, and invoicing, it enables HVAC professionals to focus on delivering, quality service.

At a high level, these systems include the following core features:

  • Scheduling: Tools to schedule and track jobs with drag-and-drop rescheduling, color-coded calendars, and prevention of overbooking.
  • Dispatching: Assign technicians to unscheduled jobs quickly, minimizing downtime and ensuring faster response times for urgent calls.
  • Customer Management: Maintain detailed records of service history, equipment, and preferences to enable personalized service and simplify future appointments.
  • Mobile Technician Access: Provide technicians with access to job details, updates, and time-tracking tools from any job site.
  • Invoicing and Payment Collection: Create and send invoices on-site or via email, collect payments, and secure sign-offs for faster and more reliable transactions.
  • Warranty Tracking: Keep accurate records of equipment warranties and receive automated alerts when warranties expire to offer proactive service options.
  • Inventory Management: Track HVAC parts and materials, set automated reorder alerts, and streamline purchasing to avoid job delays due to stock shortages.
  • Service and Maintenance Agreements: Manage recurring maintenance contracts with tools to track renewals, schedule services, and ensure a steady revenue stream while improving customer retention.
FieldMotion Job Timeline
Use FieldMotion to view each service tech’s jobs across a timeline view for better scheduling.

Why Do I Need HVAC software?

Running an HVAC business requires efficient scheduling, workforce coordination, and top-notch customer service. A quality system streamlines these tasks, improving productivity and customer satisfaction while freeing up time to focus on business growth.

Efficient Scheduling

Scheduling is the backbone of an HVAC business’s success. From balancing routine maintenance, installations, and unexpected repairs, improper scheduling can make managing appointments and jobs a constant challenge. Without a reliable system or team, contractors can risk double booking, missing jobs, or having technicians with a lot of downtime, which all costs the business money.

It replaces manual processes with intuitive tools like drag-and-drop calendars, color-coded schedules, and automated job scheduling that considers an employee’s proximity to the job, their skill sets, and availability. These features reduce unnecessary travel time, increase productivity, and enable contractors to complete more daily jobs without compromising quality.

With HVAC software, customers can enjoy automated appointment reminders and accurate service windows, improving trust and convenience. By providing a seamless scheduling experience, HVAC software streamlines operations and strengthens customer loyalty, positioning contractors as professional and reliable service providers.

FieldEdge Dispatch Board HVAC Software
A dispatch board in FieldEdge.

Workforce Management

Effective workforce management is crucial for HVAC contractors that deliver high-quality service to their clients. With 20,000 qualified HVAC techs leaving the industry each year, it’s important to make the most of the employees you currently have. Without a proper system, coordinating a team of technicians, balancing their workloads, and ensuring optimal use of their skills and time can be difficult. Workforce management helps contractors stay organized, improve team performance, and reduce inefficiencies across the board.

Unlike manual spreadsheets or disconnected systems, HVAC software centralizes workforce management, enabling contractors to track performance metrics and identify areas for improvement to more strategically plan their job schedules. Systems like ThermoGrid will track the profitability and customer callbacks each individual tech receives, ensuring that every service visit brings in the most money while keeping clients happy.

Owners and managers can monitor workforce activity in real-time, making it easier to respond to urgent job requests. Automating repetitive tasks like time tracking or client notifications lets owners spend more time growing the business rather than monitoring their team.

Improved Customer Experience

The client’s experience is critical in the HVAC industry, where trust and reliability often determine long-term success and repeat business. Failing to meet expectations risks lost business and negative reviews. Today’s clients expect more than just quality service—they demand convenience, transparency, and timely communication.

HVAC software helps support the customer journey by addressing these with customer-focused features such as automated notifications, online booking, and portals. Automated notifications keep clients informed about technician arrival windows, while online booking and portals offer round-the-clock convenience for scheduling services or reviewing payment or service details.

Service Titan Online Booking Portal
Request an appointment, view service history, and review membership plans with ServiceTitan

Who Uses HVAC Software?

Field technicians, office staff, and business owners in the heating, ventilation, and air conditioning industry all rely differently on the software they use. Whether operating in commercial, residential, or industrial settings, these tools improve productivity. Here’s how different roles benefit from using software:

Role Daily Responsibilities Most-Utilized Features
Office Employees - Scheduling and dispatching field technicians
- Managing customer communications
- Processing invoices and payments
- Scheduling and dispatch tools
- CRM
- Billing and invoicing features
- Reporting and analytics tools
Field Technicians - Performing installations, maintenance, and repairs
- Updating job status and notes
- Communicating with the office
- Mobile app for job updates
- Work order management
- Equipment tracking
- Digital forms and photo uploads
Owners/Managers - Overseeing operations and finances
- Setting company goals
- Reviewing team performance and customer satisfaction
- Reporting and analytics dashboards
- Financial tools (profit/loss tracking)
- Customer feedback and satisfaction tools

Pricing

The cost of HVAC software will depend on the type of business you’re operating, the size of your operations, and the user count. If you operate a large commercial business, you’ll need systems tailored towards your industry and operations, which generally carry a higher price tag than a smaller volume residential contractor.

  • Entry-level solutions typically range from $50 to $150 per user per month, and offer basic functionalities for scheduling and invoicing. An example would be Housecall Pro, which starts at $59/user/month for its basic package.

  • Mid-range options cost between $100 to $300 per user per month and provide additional features such as customer management and reporting tools. A system in this range would be ServiceTitan.

  • Enterprise-level systems can exceed $300 per user per month and offer extensive customization and functionalities. Some systems, such as Jonas Construction Software, can even handle your accounting and payroll.

Some vendors offer discounts for longer contract terms, but committing to long-term agreements can make switching providers more challenging if you don’t like the services provided. It’s also important to consider costs that go beyond the subscription fee, such as training integration or customizations. Be sure to ask vendors about these costs to avoid any surprises when purchasing.

Still not sure what’s best? Talk to one of our software advisors for free customized help.

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