Choosing the best HVAC software can be difficult, especially if you’re unsure what to look for.
Not all systems are created equal. Out of many options, it can be hard to know which is right.
This blog post will look at 12 of the best HVAC software programs available today. Then, we will compare and contrast each program and help you find the right one for your business.
What is HVAC software?
HVAC software is a computer program designed, simulates, and manages HVAC systems. It can help you calculate your projects’ loads, sizing, and pricing.
It can be used to model the performance of a building’s heating, ventilation, and air conditioning system. This software also helps to design new systems or to troubleshoot existing ones.
Here is the list of the best HVAC solution software.
1. Jobber
Jobber is a cloud-based field service management software that helps businesses manage their operations more effectively. It provides the best software tools for HVAC businesses.
Features
- Client management – Jobber helps you track your client’s contact information, service history, and payments in one place.
- Scheduling and dispatching – Schedule and dispatch your team more efficiently with Jobber’s drag-and-drop scheduling features.
- Invoicing and follow-ups – Get paid faster with Jobber’s online invoicing, professional template, and automatic payment reminders.
- Mobile apps – Stay connected to your business on the go with Jobber’s mobile app for iOS and Android.
- Customer communications – Keep your customers updated with automatic appointment reminders and text messaging in CRM.
- Online booking – Make it easy for customers to book appointments online with Jobber’s online booking system.
- Client hub – Helps customers to approve quotes, view information, and pay invoices.
- Job forms – You can create checklists and custom forms to share with your team.
- Quoting and follow-ups – You can send automated reminders and customize templates.
- Email and postcard marketing – helps you to send automated emails and postcards to promote your business.
- Credit card processing – allows customers to pay invoices by using credit cards.
- Reporting – gives you insights into your business with over 20 built-in reports.
Pricing
It offers three pricing models.
- Lite – starts from $9 per month, and yearly is for the individual user.
- Core – starts from $69 per month and $ 49/per month (billed yearly) for the individual user.
- Connect – starts from $169 per month and $ 129/per month (billed yearly) for up to 5 users.
- Grow – starts from $349 per month and $249 per month (billed yearly) for up to 15 users.
Likes
- Features like invoicing, quoting, and scheduling are beneficial and easy to use
- Easy to deploy and integrate with Quickbooks
Dislikes
- Unavailability of automatic charges for credit card processing
- The mobile app is not intuitive
Other details
| Deployment | Cloud, SaaS, Web-Based |
| Supported device | Mac, Linux, Windows, Android, iPhone,iPad |
| Supported languages | English |
| Support | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| Training | In-person, Live Online, Webinars, Documentation, Videos |
| Customer ratings | Capterra: 4.5 (651+ reviews), G2: 4.2 (137+reviews) |
Our opinion
Jobber software is an excellent choice for businesses in the HVAC industry. It offers a variety of features that make managing and servicing customers more manageable than ever. In addition, the software is easy to use, making it a great choice for businesses of any size.
2. Housecall pro
Housecall Pro is one of the best HVAC software programs on the market. It’s easy to use and has many features to make your business run smoothly.
Features
- Scheduling
- Dispatching
- Estimates
- Invoicing
- Online booking
- Reporting
- Payments
- Card reader
- Customer management
- Review management
- Automated marketing
- Call tracking
- In-app chat
- Checklists
Pricing
It provides three types of pricing models.
- Basic – It starts at $49 per month if billed annually. On the other hand, it starts at $65 per month if billed monthly. This plan is for one user.
- Essentials – It starts at $129 per month if billed annually. It starts at $169 if billed monthly. This plan is for up to 5 users.
- Max – This plan is for more than 100 users. For pricing details, you need to contact the vendor.
- It offers a 14-day free trial.
Likes
- Provides a flexible pricing model
Dislikes
- It takes more time to fix the bugs
Other details
| Deployment | Cloud, SaaS, Web-Based |
| Supported device | Mac, Linux, Windows, Android, iPhone,iPad |
| Supported languages | English |
| Support | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| Training | Live Online, Webinars, Documentation, Videos |
| Customer ratings | Capterra: 4.7 (2685+ reviews), G2: 4.2 (102+reviews) |
Our opinion
Housecall Pro is a great solution for businesses. It has all the features you need to manage your business, from estimating and invoicing to scheduling and dispatching. In addition, it’s easy to use and helps you keep track of your business performance.
3. Service Fusion
Service Fusion software is field service management software that enables companies to manage and coordinate service technicians’ work in the field.
It allows businesses to track the status of jobs, schedule appointments, and assign tasks to individual technicians or teams. Service fusion software can also help companies invoice customers for services rendered and manage payments.
Features
- Customer management
- Estimates
- Easy scheduling and dispatching
- Online invoicing and payments
- Text message notification
- Field technician mobile app
- Quickbooks integration
- Contactless e-sign solutions
- Invoicing
Pricing
It offers three plans.
- Starter – Available @ $126 per month for unlimited users (billed annually), $149 per month for unlimited users (billed monthly)
- Plus – It is the most popular plan available @ $186 per month for unlimited users(billed annually), $219 per month for unlimited users (billed monthly)
- Pro – available @ $339 per month for unlimited users(billed annually), $399 per month for unlimited users (billed monthly)
Likes
- Hidden fees are not there
- User-friendly
- It provides more tools
Dislikes
- A free trial is not available
- Difficult to get all needful reports
- Limited integrations
Our opinion
Service Fusion is one of the top HVAC software for small businesses also. It is incredibly user-friendly, making it easy to learn and use, even for those who are not very tech-savvy. The program is also comprehensive, providing users with all the tools they need to run their businesses efficiently. Overall, Service Fusion is an excellent choice for any HVAC business.
Other details
| Deployment | Cloud, SaaS, Web-Based |
| Supported device | Linux, Android, iPhone,iPad |
| Supported languages | English |
| Support | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| Training | Live Online, Webinars, Documentation, Videos |
| Customer ratings | Capterra: 4.3 (166+ reviews), G2: 4.2 (55+reviews) |
4. FieldEdge
FieldEdge is a comprehensive HVAC service software solution that helps businesses streamline operations, improve customer service, and boost profits.
Features
- Scheduling and dispatching
- Performance dashboards
- Customer management
- Quickbooks integration
- Service agreements
- Price presentation
- Quotes and invoicing
- Mobile CRM
Pricing
The vendor did not provide the pricing details on their website but provided a free demo.
Likes
- Easy to use
- It has good integration features
Dislikes
- Software lags when we synchronize with several devices
- GPS or route optimization features are not available
- Reporting tools are complex
Other details
| Deployment | Cloud, SaaS, Web-Based |
| Supported device | Mac, Windows, Linux, Android, iPhone,iPad |
| Supported languages | English |
| Support | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| Training | In-person, Live Online, Webinars, Documentation, Videos |
| Customer ratings | Capterra: 4.2 (290+ reviews), G2: 4.2 (72+reviews) |
Our opinion
FieldEdge software is an excellent choice for HVAC businesses of all sizes. It is packed with features that make billing, scheduling, and other tasks much easier. In addition, the customer service is excellent, and the software is continually updated with the latest features and improvements.
5. Verizon Connect
Verizon Connect is a cloud-based, leading provider of fleet management solutions for businesses of all sizes. Its easy-to-use helps firms to increase productivity, improve driver safety, and lower operating costs.
Features
- Tracking of vehicles
- GPS tracking
- Analytics report
- CRM tools
- Mobile apps for technicians
- Live Map
Pricing
Pricing details are not available on the official website. However, you can request a demo. For pricing details, contact the vendor directly.
Likes
- Good customer service
- Easy to use
- A stellar support option is available
Dislikes
- It is quite expensive
Other details
| Deployment | Cloud, SaaS, Web-Based |
| Supported device | Mac, Windows, Linux, Android, iPhone,iPad |
| Supported languages | English |
| Support | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| Training | In-person, Live Online, Webinars, Documentation, Videos |
| Customer ratings | Capterra: 4.2 (290+ reviews), G2: 4.2 (72+reviews) |
Our opinion
Overall, Verizon Connect is an excellent option for businesses of all sizes. The program is easy to use and provides a wide range of features to help businesses manage their operations more efficiently. Additionally, the customer service team at Verizon is very responsive and helpful, which is always appreciated.
6. ServicePower
ServicePower is both an on-site and cloud-based field service platform. It is suitable for small, medium, and large enterprises working in various areas like HVAC, transportation, IT, and services.
Features
- Work order management
- Scheduling
- Asset management
- Contractor management
- Claims management
- Mobility
Pricing
Pricing details are not available on the official website. Directly contact the company for price-related queries.
Likes
- Easy to set up
- It can be integrated with pre-existing networks.
- Good support
Dislikes
- Upgradation problem
Other details
| Deployment | Cloud, SaaS, Web-Based |
| Supported device | Mac, Windows, On-Promise Linux Android, iPhone,iPad |
| Supported languages | German, English, French, Dutch |
| Support | Email/Help Desk,24/7 (Live Rep), Phone Support, Chat |
| Customer ratings | Capterra: 4.3 (7+ reviews), G2: 4.0 (8+reviews) |
Our opinion
Service power provides customized solutions for HVAC and more… This platform helps enterprises direct third-party workforces and service technicians to carry out their work easily.
Tools to track workforce and assets and study the operations are made available. Assigning jobs and routes and monitoring all these tasks in real-time is made possible. They aim to provide the best customer satisfaction.
7. GorillaDesk
Gorilladesk is a robust cloud-based field service management platform. It is designed to keep up with the challenges of any HVAC company.
It provides users with a tracking mechanism for their devices by giving barcodes. In addition, it is creating job sheets, designating tasks for teams, and acquiring customer data from multiple devices.
Features
- Scheduling
- Dispatch management
- Push notifications
- Observe progress
- Billing and invoicing
- Mobile applications
Pricing
It provides two pricing models for a single user and a single route.
- Basic – It starts at $49 /month for monthly billing and $539 per year for yearly billing.
- Pro – It starts at$99/month for monthly billing and $1089 / year for annual billing.
Likes
- Mobile app
- Invoicing and scheduling
- Dispatching
- Easy to use
Dislikes
- Pricing is more
- Booking features
Other details
| Deployment | Cloud, SaaS, Web-Based |
| Supported device | Mac, Windows, Chromebook, Android, iPhone,iPad |
| Supported languages | English |
| Support | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| Training | Live Online, Webinars, Documentation, Videos |
| Customer ratings | Capterra: 4.8 (254+ reviews), G2: 4.9(38+reviews) |
Our opinion
Overall, Gorilladesk is an apt platform for smaller and medium enterprises. They promise to provide well-organized scheduling, monitoring, and efficient billing and invoice services.
The push button and drag and drop features are one of the best provided by them. In addition, they can support integrations with Quickbooks, Amazon web services, and others.
8. Workwave
Workwave’s HVAC platform caters to both commercial and residential establishments. As a result, they can meet customer requirements and achieve efficiency in all their operations.
Features
- Scheduling and dispatch management
- HVAC Job management
- Mobile app
- Estimation and billing services
Pricing
Pricing details are not available on the official website. Directly contact the company for price-related queries.
Likes
- Provides marketing features to attract new customers
- Mobile options
- Ease of use
Dislikes
- Integration with other systems is limited
- No provision for managing inventory
Other details
| Deployment | Cloud, SaaS, Web-Based |
| Supported device | Mac, Windows, Linux, Chromebook, Android, iPhone,iPad |
| Supported languages | English |
| Support | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| Training | In-person, Live Online, Webinars, Documentation, Videos |
| Customer ratings | Capterra: 3.2 (50+ reviews), G2: 4.1(91+reviews) |
Our opinion
Workwave provides a robust platform for the smooth functioning of back office and field service applications.
Their HVAC software provides convenient features for drag-and-drop scheduling, dispatching, servicing, invoicing, billing, and more. In addition, they aim at growth by heeding all the requirements of their customers to meet demand. software
9. Service Titan
Service Titan is a forerunner in comprehensive software for HVAC services for commercial and residential needs.
It helps an HVAC business function in a streamlined manner and be profitable. In addition, it provides various robust tools to execute and run the entire process.
Features
- Dispatching
- Marketing
- Maintenance
- Financing and quotations
- Bidding and proposals
Pricing
Pricing details are not available on the official website. Directly contact the company for price-related queries.
Likes
- Booking and dispatch notifications
- Good customer experience
- Time management features
- Accessibility
- Easy to use
Dislikes
- Updates are needed for a few features
- Customizing not provided
Other details
| Deployment | Cloud, SaaS, Web-Based |
| Supported device | Mac, Windows, Linux, Android, iPhone, iPad |
| Supported languages | English |
| Support | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| Training | In-person, Live Online, Webinars, Documentation, Videos |
| Customer ratings | Capterra: 3.2 (50+ reviews), G2: 4.4(144+reviews) |
Our opinion
Service Titan uses powerful tools to help an HVAC company track clients and systematize the scheduling of jobs and technicians. It also provides simple templates for quotations and billing. As a result, it ensures efficiency and promises to increase profits.
10. Thermogrid
ECI solutions offer Thermogrid, a cloud-based field service solution for small to medium residential contractor HVAC companies. A combination of automated daily operations applications with well-organized service management is offered.
Features
- Smart dispatching
- Scheduling
- Client database
- Invoicing options
Pricing
Pricing details are not available on the official website. Directly contact the company for price-related queries.
Likes
- Automation of day-to-day tasks
- Easy to use
- Customization options
- Effective integration with QuickBooks
Dislikes
- Slow software update
- Platform set-up problems
- Pricing details are not mentioned.
Other details
| Deployment | Cloud, SaaS, Web-Based |
| Supported device | Mac, Windows, Linux, Android, iPhone, iPad |
| Supported languages | English |
| Support | Email/Help Desk, Phone Support, Chat |
| Training | In-person, Live Online, Webinars, Documentation, Videos |
| Customer ratings | Capterra: 4.4(68+ reviews) |
Our opinion
Thermogrid is a service management platform and mobile app that helps private HVAC firms provide customer service, equip technicians like yours to engage customers, orchestrate service, and empower technicians, to carry out all the necessary assignments for the present-day business.
11. HoneyBook
HoneyBook provides the best HVAC software for small businesses. It allows you to book clients, send invoices, and get paid easily.
Features
- Invoices
- Proposals
- Scheduling
- Contracts
- Automation
- Integration
- Smart files
- Project management
Pricing
It offers two plans
- Unlimited monthly – Starts at $1 per month for the next six months, and after six months, it charges $39 per month.
- Unlimited Annual – iT charges $96 per year for one year, and after one year, it charges $390 per year.
Likes
- Easy to use
- Great customer service
- Specific contract templates
Dislikes
- The E-mail signature option is not there.
- It takes time to deposit the payments
- Sends unwanted notifications to clients
- The calendar feature is not good.
Our opinion
Overall, HoneyBook is good for small businesses. It offers good customer relationship management so that you can easily manage your clients and get paid immediately. It also integrates with QuickBooks, Gmail, Google calendar, and Zaiper, which makes your professional life easy.
Other details
| Deployment | Cloud, SaaS, Web-Based |
| Supported device | Mac, Windows, Linux, Chromebook, Mobile – Android, iPhone |
| Supported languages | English |
| Support | Email/Help Desk, Knowledge Base, Phone Support, Chat |
| Training | Live Online, Webinars, Documentation, Videos |
| Customer ratings | Capterra: 4.8(560+ reviews), G2: 4.5 (106+reviews) |
12. Jobprogress
Jobprogress is the HVAC software built for home improvement contractors. This business management software provides many easy-to-use tools for contractors to schedule, organize, and control their business operations.
Features
- Fully customized job
- Workflow management
- Paperless Mobile App
- Customer relationship management
- Online Sales & Marketing
- Quick Estimating, Quoting & Scheduling
- Remote business control
- Dashboard Workcenters
- Safe Cloud Storage & Access
- Employee And Subcontractor Management
- Instant Proposals And Contracts
- Office, Field & Operations Management
Pricing
You need to pay $500 as a one-time set-up fee. And apart from that, you need to pay $65 per user per month.
Likes
- Good for field service management
- Good customer service
- User friendly
Dislikes
- The customer webpage could be more professional.
- Uploading more photos ( more than 50) of the job will be a hard process.
- Sometimes, reports will not be accurate.
- Estimating features is not much intuitive.
- Accounting integration with Quickbooks will not be working properly.
Other details
| Deployment | Cloud, SaaS, Web-Based |
| Supported device | Windows, Linux, Android, iPhone, iPad |
| Support | Email/Help Desk, Phone Support |
| Training | In-person, Live Online, Webinars, Documentation, Videos |
| Customer ratings | Capterra: 4.4 (353+ reviews), G2: 3.8 (5+reviews) |
Our opinion
Jobprogress is a business management tool that enables contractors to look after all processes of their business. It allows them to track multiple jobs per customer, have unlimited cloud storage, and get clear and real-time reports.
It provides automated emails and voice notes and also integrates with Quickbooks, Eagleview, Google, WordPress, and ZenDesk.
FAQs
What is HVAC?
HVAC means heating, ventilation, and air conditioning. It is a system that regulates the temperature and humidity of a building or room.
What is the purpose of HVAC?
HVAC systems are constructed to provide thermal comfort and acceptable indoor air quality in buildings. The primary function of heating, ventilation, and air-conditioning (HVAC) systems is to extract heat, moisture, and contaminants from an occupied space’s interior and discharge the resulting polluted air outdoors.
What are the benefits of HVAC software?
Standard benefits are,
Increased efficiency, Easier communication with clients, More accurate estimates,- Better project management
Conclusion
The 12 best HVAC software of 2023 are listed and described in this blog post. HVAC software featured here can help you with everything from load calculation to dispatching service calls.
So if you’re looking for an absolute solution to manage your HVAC business, one of these programs is sure to fit the bill.
Reference
- HVAC installation checklist – Jobber
- ebooks of Housecall pro
- Managing field service operations – Whitepaper of Service Fusion
- Overcoming technician shortages in field service management – whitepaper of Service Power
- GPS fleet tracking – ebook of Verizon Connect
- Field service software buyer’s guide – PDF of Workwave
- Software buyer’s guide for commercial contractors – Guide of ServiceTitan
