10 Best HVAC Software of 2026

Housecall Pro ranks first because it pairs an easy app with prices you can see before a sales call. Basic costs $59 a month billed annually and covers online booking, scheduling and dispatching, quotes and invoices with online payments for 1 user. Essentials, at $149 billed annually, includes 5 users and adds routes, GPS tracking, commissions and a QuickBooks Online sync. MAX, at $299 billed annually with 8 users, is the plan most HVAC shops will want, since it adds recurring service plans for maintenance agreements, a sales proposal tool and route optimization. The HVAC page describes good, better, best proposals on replacements, AI Pricing Insights, progress invoicing for changeouts and auto-billing of maintenance plans. The trade-off is that the agreement tools sit on the top published plan, and extra MAX users cost $35 a month each. There is no contract, and the 14-day trial unlocks every MAX feature.

ServiceTitan has the deepest feature set on this list for HVAC contractors who sell memberships at scale. All three packages, Starter, Essentials and The Works, list dispatching, scheduling, call booking, invoicing, a pricebook, mobile estimates, payroll management, advanced reporting, commission tracking and customizable memberships, so agreement selling is not held back for the top tier. The Works swaps in configurable payroll. For commercial HVAC, ServiceTitan describes service agreement software for recurring work at commercial properties, job costing for labor and materials, a client portal where customers request work orders and pay invoices, and proposals that convert to agreements when the customer accepts. Optional Pro products cover marketing, a contact center, scheduling, dispatch and fleet. The drawbacks are cost visibility and size: pricing is per technician and only available on request, and a platform this broad asks more of the office during setup than Housecall Pro or Jobber.

FieldEdge is built for HVAC, plumbing and electrical shops that run several trucks. Every plan includes dispatching, call booking, work orders, scheduling, invoices, a pricebook with flat-rate pricing, integrated payments, SMS texting and QuickBooks Online and Desktop sync. Service agreements are basic on Select and advanced on Premier and Elite, and Premier adds advanced dispatching, multi-option quotes, performance and commission tracking and 10 saved reports. Elite adds Proposal Pro for kitchen-table good, better, best presentations, MarketingEdge with two-way texting for upselling agreements, outbound call recording and warehouse inventory. Each plan includes an onboarding specialist and access to the Navigator video knowledge base. The weak points are price transparency and seat counts: all three plans are by request, and they include 2, 4 or 6 mobile app licenses, so larger crews should ask what extra technician licenses cost.

Service Fusion stands out for pricing by company rather than by user. Every plan includes unlimited users, so adding a dispatcher, a CSR or a seasonal tech does not change the bill. 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, a QuickBooks integration, reporting and text alerts. Plus, at $325 billed annually, adds job photo uploads, inventory management, job costing and integrated voice and text. Customer web portals, eSign documents, progressive billing with recurring invoicing, ServiceCall.ai and GPS fleet tracking are listed as add-ons on Starter. Service Fusion also offers a flat rate integration and homeowner financing. The downside is that a one-truck shop pays more than it would with Jobber or Housecall Pro Basic, and the pricing page does not list a dedicated membership module.

Workiz has one of the most HVAC-specific feature pages here. It describes service plans to fill slow months with maintenance work, good, better, best sales proposals, flat-rate pricebooks for techs, and equipment tracking that stores model numbers, serial numbers, installation dates and service history. Genius AI Answering responds to calls, emails and texts, which matters when the phones ring nonstop in July. A JB Warranties integration lets contractors sell extended protection, and consumer financing breaks large system sales into monthly payments. Multi-day project tools handle milestone billing on big installs. The catch is the plan structure: the pricing page shows Standard, Pro and Ultimate with prices by request, and service plans, flat rate, equipment tracking, sales proposals and inventory are all Ultimate features. Standard includes 5 automations, Pro 10 and Ultimate 30.

FieldPulse documents its maintenance agreement workflow in more detail than any other vendor here. A tech adds the plan to the estimate or invoice already in progress, and FieldPulse creates the agreement once the customer accepts or pays, counting today's job as the first visit. Agreements can be saved as templates and can bundle services on separate schedules, such as a twice-a-year tune-up and a yearly inspection. Visits land on the dispatch board automatically, either in the first open slot or on a fixed day each cycle, and plans can sell a bank of on-demand visits. The office sees what is due, overdue or up for renewal, and automatic reminders go out before an agreement ends. Billing can run on its own cadence, with two-way QuickBooks Online sync. The Maverick AI assistant is included on all plans. The drawback is that pricing is seat-based and quote only.

Jobber is the easiest tool here to get running, and its Core plan costs $29 a month billed annually, or $49 month to month, for 1 user. Core covers online booking, quotes, invoices with online payments, a simple website and built-in reporting. Connect, at $99 billed annually, adds automated client reminders, automatic payment collection, job checklists, automated quote and invoice follow-ups, QuickBooks Online sync and time and expense tracking. Grow, at $149, adds visual quotes, optional line items for upsells, job costing, two-way SMS and custom workflow automations. Add-ons include an AI Receptionist for $29 a month, a Sales Pipeline for $49 and a Marketing Suite for $99. For HVAC work, the gap is depth: the pricing page lists no membership or service agreement module, flat-rate pricebook or equipment history, so shops built on maintenance plans will find more in Housecall Pro MAX, Workiz or FieldPulse.

ServiceM8 prices by job volume rather than by user, which makes it unusually cheap for small HVAC companies with several techs. The free plan covers 1 user and 30 jobs a month. Paid plans include unlimited users: Starter costs $29 a month for 50 jobs, Growing $79 for 150, Premium $149 for 500 and Premium Plus $349 for 1500+ jobs. Every plan includes recurring jobs, which ServiceM8 describes as a way to simplify repeat work, contracts or maintenance, along with asset management, forms and certificates, proposals, job costing, deposits, progress invoices and an AI writing helper. That covers tune-up schedules and equipment records for a small shop. The limits show as a business grows: a busy HVAC company in peak season can run through 50 or 150 jobs quickly, and the pricing page does not list a membership billing module of the kind ServiceTitan, Housecall Pro or FieldPulse offer.

Kickserv is a low-cost option for small HVAC teams that need the basics. Start costs $60 a month for 5 users and includes an embeddable contact form for your website, automated email and text reminders, over 20 business reports, time and expense tracking and a QuickBooks Online integration. Run, at $119 for 10 users, adds dispatch mapping, GPS check-ins, custom data fields and custom reports, and Scale, at $199 for 20 users, adds custom templates and reviews. Annual billing saves 20%, and the Kickback program cuts monthly fees by 5% for companies that process a minimum amount in online payments, starting at $1,000 a month on Start. Kickserv is a general field service tool, though, and its pricing page lists no membership, service agreement, flat-rate or equipment tracking features, so HVAC companies that sell maintenance plans will outgrow it sooner than they would Housecall Pro or FieldPulse.

Successware is a cloud-hosted platform for small and medium home service companies, and HVAC is first on its list of industries. Its main difference from the other tools here is integrated accounting: Successware keeps the books in the same system as call booking, scheduling, dispatch and invoicing, so price book items and invoices flow to the back office without a QuickBooks sync. Scheduling covers new and recurring jobs, the mobile app supports one-click digital invoicing, and an inventory module tracks the parts on hand and the parts needed. Success Tools add mobile timecards, online contactless payments and an omnichannel communications platform, and customers get online courses for the office and mobile apps. On the downside, prices are only available through a live demo, and the public feature pages we reviewed do not describe membership or service agreement tools, so ask to see them in the demo.