ServiceTitan review

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.

Who it is for

Larger residential and commercial HVAC contractors that want memberships, call booking, payroll and reporting in one system.

Price

See vendor pricing (USD check pending); per-technician pricing by quote across Starter, Essentials and The Works.

US price check pending. See the vendor pricing page.

Key features

• Dispatching, scheduling and call booking in every package
• Customizable memberships listed in Starter, Essentials and The Works
• Pricebook and mobile estimates for techs in the field
• Payroll management, commission tracking and advanced reporting
• Commercial HVAC tools for service agreements, job costing, proposals and a client portal

Strengths and weaknesses

• Strength: Memberships are included in every package
• Strength: Covers both residential service and commercial HVAC work
• Strength: Large set of optional Pro products for marketing, contact centers and dispatch
• Weakness: No published prices, every package is by request
• Weakness: Broad platform takes more setup than lighter tools
• Weakness: Per-technician pricing adds up for large crews

Key facts

• Packages: Starter, Essentials, The Works
• Pricing model: Per technician, by quote
• Memberships: Customizable memberships in all packages
• Segments: Residential and commercial

Where it ranks

ServiceTitan is No. 2 in our Best HVAC Software verdict.