10 Best HVAC Software of 2026

Housecall Pro gives a small HVAC company most of what it needs on published, self-serve plans. Basic, at $59 a month billed annually or $79 month to month for one user, covers online booking, scheduling and dispatch, quotes and proposals, invoices with automated reminders, payments, consumer financing, a price book and job costing. Essentials, at $149 a month on annual billing with 5 users, adds flat-rate pricing, routes, checklist automations, photo reports, employee GPS tracking, commissions and QuickBooks Online sync, which is the plan most two to five tech shops will land on. The catch for HVAC buyers is maintenance agreements: recurring service plans are listed only on MAX, at $299 a month billed annually with 8 users and $35 per extra user. MAX also adds a sales proposal tool, route optimization and open API access. Every plan includes live phone and chat support, a Spanish-language app and card rates from 2.59%. We compared documented features and published prices, and Housecall Pro ranks first for its HVAC coverage at a public price.

Jobber is the cheapest way on this list to run HVAC service calls from request to paid invoice. Core costs $29 a month for one user on annual billing, or $49 month to month, and includes online booking, scheduling, professional quotes, invoices with online payment, a basic website and reporting. Connect, at $99 a month billed annually, is where HVAC teams with repeat customers get value: automated client reminders, automatic payment collection, job checklists, automated quote and invoice follow-ups, time and expense tracking and QuickBooks Online sync. Grow, at $149, adds quotes with optional line items and visuals, which suits presenting several equipment options, plus job costing, two-way SMS and custom automations. The gap for HVAC buyers is depth: Jobber's pricing page does not list a price book, flat-rate pricing, memberships or equipment tracking the way Housecall Pro, FieldEdge or ServiceTitan do. We compared documented features and published prices, and Jobber ranks second for its low entry price and simple setup.

ServiceM8 prices by job volume instead of by user, which favors HVAC companies with several techs and a moderate number of calls. The Free plan covers 1 user and 30 new jobs a month. Starter costs $29 a month with unlimited users and 50 jobs, Growing $79 with 150 jobs, Premium $149 with 500 jobs and Premium Plus $349 with 1,500 or more. Every plan lists recurring jobs, which can stand in for scheduled maintenance visits, plus asset management for tracking installed equipment, forms and certificates, deposits, partial and progress invoices, proposals and job costing. Starter onward also includes free text messaging, while the Free plan pays 10 cents per SMS. The trade-off is that ServiceM8 is a general trades app: its pricing page does not name maintenance agreement contracts, memberships or a flat-rate price book, and a busy shop can outgrow the job caps. We compared documented features and published prices, and ServiceM8 ranks third as the best value option for small HVAC crews.

Workiz is built around automations and AI-assisted scheduling, and its top plan has the pieces an HVAC maintenance business needs. Standard covers scheduling, jobs, estimates, invoices, online payments, service areas, built-in reports, custom fields, subcontractor management and a QuickBooks integration, with 5 automations. Pro adds performance pay, Genius leads, Genius scheduling, custom reports and 10 automations. Ultimate is the HVAC-relevant tier: service plans, flat rate pricing, sales proposals, checklists, inventory, equipment tracking, purchase orders, multi-day jobs, franchise management, open API and 30 automations. The downside is cost transparency. Workiz now shows Request pricing on all three plans, so you cannot compare it with Housecall Pro or Jobber without a sales call, and the features HVAC contractors want most sit on the most expensive tier. We compared documented features and published prices, and Workiz ranks fourth on features, held back on value by the lack of public prices.

ServiceTitan has the widest HVAC feature set here, and it shows in what every package includes. Starter, Essentials and The Works all list dispatching, scheduling, call booking, invoicing, a pricebook, mobile estimates, payroll management, advanced reporting, commission tracking and customizable memberships, which is how ServiceTitan handles maintenance agreements. The Works upgrades payroll to configurable payroll. Around the core, ServiceTitan sells Pro products such as Pricebook Pro, Dispatch Pro, Scheduling Pro, Contact Center Pro, Marketing Pro, Fleet Pro and an AI Virtual Agent, plus integrated payments and financing. Marketing attribution ties ad spend to booked revenue, and call recording lets managers review CSR calls. The drawbacks are price transparency and complexity: ServiceTitan publishes no prices, says pricing is per technician, and the breadth of modules means more setup than a self-serve app. We compared documented features and published prices, and ServiceTitan scores highest on features but lower on ease of use and value for small shops.

FieldEdge is built for HVAC, plumbing and electrical service companies, and its plan table reads like an HVAC checklist. Every plan includes dispatching, call booking, work orders, scheduling, tech time tracking, invoices, a pricebook with flat-rate pricing, purchases, integrated payments, integrated SMS, custom forms and two-way sync with both QuickBooks Online and QuickBooks Desktop. Service agreements are on every plan too: basic on Select, advanced from Premier. Premier adds advanced dispatching, multi-option quotes, performance and commission tracking, prospect tracking and 10 saved reports. Elite adds outbound call recording, Proposal Pro, MarketingEdge with two-way texting, warehouse inventory and unlimited saved reports. The weak points are the lack of any public price and the license counts: Select includes 2 mobile app licenses, Premier 4 and Elite 6. We compared documented features and published prices, and FieldEdge ranks sixth, close behind ServiceTitan, with the strongest QuickBooks story on the list.

Service Fusion's selling point is flat pricing: every plan includes unlimited users, so a company with 20 techs and a full office pays the same as one with two. Starter costs $208 a month billed annually or $245 month to month and covers customer management, estimates and jobs, scheduling and dispatching, integrated payments, invoicing, QuickBooks integration, project management, reporting and text alerts. Plus, at $325 annual, adds job photos, inventory, job costing and integrated voice and text. Pro, at $533 annual, adds open API, custom documents, eSign, a customer web portal and progress billing and recurring invoicing, which is useful for maintenance agreements billed monthly. Service Fusion also lists a flat-rate integration, homeowner financing and GPS fleet tracking, some as paid add-ons. All plans are month to month with 15% off for annual. For a one-truck shop the $208 entry price is high. We compared documented features and published prices, and Service Fusion ranks seventh, best for larger teams that would pay per-user fees elsewhere.

Kickserv is a lower-cost option for small HVAC service teams that need several logins. Start costs $60 a month for 5 users and includes an embeddable contact form, automated email and text reminders, more than 20 business reports, time and expense tracking and QuickBooks Online integration. Run, at $119 for 10 users, adds dispatch mapping, GPS check-ins, custom data fields and custom reports, with QuickBooks Desktop available for $50 a month. Scale, at $199 for 20 users, adds custom templates and reviews. Annual billing saves 20%, and the Kickback program takes 5% off the monthly fee when you process at least $1,000 a month in online payments on Start. Each plan has a 30-day free trial. For HVAC work, the limits are depth and specialization: the pricing page does not list a price book, flat-rate pricing, memberships or service agreements, so maintenance contracts would be tracked through regular jobs. We compared documented features and published prices, and Kickserv ranks eighth as a value pick for small teams.

ServiceTrade targets commercial service contractors rather than homeowners, which makes it a fit for HVAC companies that maintain rooftop units, chillers and refrigeration for businesses. The Select suite includes unlimited office users, a technician mobile app for Android and iOS, a dispatch board and map scheduler, service and job tracking, equipment history, deficiency capture, online quotes and QuickBooks integration. Deficiency capture lets techs log problems found during planned maintenance so the office can quote the repair. Premium adds AI-powered features, technician job tasking and timecards, subcontract work management, project budgets, advanced quoting and invoicing and a customer service portal. Enterprise adds a tech capacity planner, multi-brand and multi-region support, recurring contract pricing and proposals, and parts and inventory management. ServiceTrade publishes no prices and says pricing depends mainly on technician count. Residential shops will miss consumer financing and simple self-serve plans. We compared documented features and published prices, and ServiceTrade ranks ninth overall but is a top choice for commercial mechanical work.

Successware is a long-running home service platform whose main difference is integrated accounting. Instead of syncing to QuickBooks, it builds accounting into the same system, and every price book item ties to a sale and expense type so invoice data flows straight to the books. Around that, Successware lists call booking and CRM, scheduling for new and recurring jobs, dispatching, one-click digital invoicing from the Successware Mobile app, inventory management, integrated payment processing and Success Tools for mobile timecards, contactless payments and omnichannel communication. HVAC and indoor air quality are among the trades it names. Sales and marketing features, including campaign and reputation management, come partly through integrations. The drawbacks are transparency: Successware publishes no plan names or prices, and its site has fewer feature details than competitors, so most evaluation happens in a live demo. We compared documented features and published prices, and Successware ranks tenth, a fit mainly for companies that want field service and accounting in one system.