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Quoting, scheduling, & invoicing for home service businesses

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Jobber’s powerful scheduling software helps teams dispatch estimates, installs, and repairs—and track it all in one place. Get your estimators on the ground doing what they do best: closing; dispatch your techs with a crystal clear work order; track every job, every step of the way in Jobber.

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#1 Management Software for Service Contractors.

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ServiceTitan is the leading business software solution for both residential and commercial HVAC businesses. Our robust platform optimizes and eliminates tasks both out in the field and in the office with cloud-based responsiveness, real-time sync, and unbeatable uptimes.

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Salesforce Field Service


Cloud-based field service and onsite job management

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Field Service Lightning by Salesforce is a cloud-based field service management platform designed to help businesses manage their mobile workforce. The centralized platform allows users to automate appointment scheduling, manage work orders & gain real-time visibility into field service operations.

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Service industry work management

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Built for Plumbing, HVAC & Electrical companies, need we say more? Take your company mobile, quotes, work orders, recurring contracts, timesheets and more!

Read more about ServiceBox

Service Fusion


Easy. Powerful. Mobile. Field service management software.

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Service Fusion helps HVAC services impress customers, reduce employee headaches, and get paid faster, without breaking the bank.

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Housecall Pro


Field Service Management App

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The #1 rated, feature-rich platform designed for HVAC businesses to save time, save money and ignite growth.

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Streamline operations. Increase profits. Grow your business.

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simPRO provides a comprehensive software platform to help commercial & residential HVAC businesses streamline operations to increase profits. Keep your HVAC maintenance & service projects on track with automated tasks, detailed business reporting, and a mobile app for technicians.

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Field service management software. Live support. Free trial.

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Field service management software for HVAC. Features mobile workforce tracking, scheduling, dispatch, calendar, job management, invoicing and map. Live support.

Read more about Synchroteam



The #1 scheduling and invoicing tool for field service pros

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With Workiz, HVAC technicians can grow their business by ditching antiquated business management methods such as pen and paper, Excel spreadsheets and Google Calendar. Workiz provides an easy-to-use platform which allows you to manage your scheduling, invoicing, payment processing, and much more.

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Field Service Management + Inventory Control & Visibility

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MarginPoint is a leading provider of field service and inventory management software that helps service contractors
control inventory costs and grow revenue. They have the only supplier integrated solution that addresses the full inventory management workflow for all material.

Read more about FieldPlus



Integrated mobile contractor management platform

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For HVAC commercial subs looking to run a more productive business. Seamless job management with invoicing, job costing, and more.

Read more about Knowify



Field service management software for small businesses

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ServiceSight is a HVAC business management platform specifically designed for small businesses giving you 360 degree job control accessible anywhere

Read more about ServiceSight



Enhance employee management with the only all-in-one app

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An all-in-one employee app that's both powerful, affordable and easy to use, especially for the mobile workforce. Start for free!

Read more about Connecteam



Powerful job management software for electricians & plumbers

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Tradify is powerful job management software for the HVAC industry.

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Making it easier out there.

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Leading job management software that saves small businesses in trades and services up to 14 hours a week on admin duties. Schedule jobs, track staff, log timesheets, create quotes and invoices in one place. Get more done in less time, win more jobs and get paid faster with GeoNext.

Read more about GeoNext



Field Service Management, Maintenance Management & CRM

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Fieldmagic is a complete and mobile field service platform designed for fire services, electrical, plumbing, security & maintenance, and HVAC industries

Read more about Fieldmagic



vcita: Build a business you’re proud of.

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vcita is an all-in-one business management app designed with small businesses in mind, helping you manage your clients, schedule, billing and administration.

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Jonas Enterprise


Contruction Software

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With over 15,000 users, Jonas Construction Software is a Job Cost, Service Management, Accounting package that brings together all business units and establishes efficiencies for your business. It is a truly integrated ERP solution for North American Contractors.

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All-in-one business software for field service companies

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Commusoft's job management software allows you to take control of your customer data, technician schedules, and business communications to maximise profitability.

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Field Service Management Software & Mobile App

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#1 Rated HVAC, Plumbing & Electrical Contractor software & app. RazorSync handles the entire workflow from estimating through payment, from office to job site.

Read more about RazorSync



Cloud-based field management for the service provision trade

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SkyBoss is a back office and field-based service management solution for the scheduling, dispatch and job tracking of plumbers, electricians or HVAC technicians

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Business management software for the field service industry

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Successware is a business management system that helps businesses manage booking, accounting, sales, marketing, and other operations. The CRM module enables home service contractors to collect customer data including address, phone number, equipment condition, membership status, and repair history.

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Estimating, purchase automation, and job management solution

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Quadra is an estimating and purchase automation tool, which assists businesses in industries such as HVAC, manufacturing, oil, and gas, with the creation and modification of service contracts & quotes. Key features include bid management, invoicing, task approvals, and job expense tracking.

Read more about Quadra

Field Force Tracker


All-in-one field service management solution

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Field Force Tracker is a field service management system with tools for managing customers & employees, scheduling, contracts, time tracking, invoicing & more

Read more about Field Force Tracker



Construction takeoff & estimating software

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Easy-to-use, cloud-based takeoff and estimating software for HVAC contractors. Mac & PC compatible. Free training and support! Get Your Free STACK account today!

Read more about STACK

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Buyers Guide


Functionally, HVAC systems have long been integral to modern-day premises. Operationally, they have become supporting pillars in helping sustain business activities. Think of all the servers at data centers that will malfunction due to overheating! 

These systems are highly specialized equipment, similar to electrical systems, which are handled by specific organizations/personnel known as HVAC contractors. These contractors not only have to manage administrative tasks, such as creating schedules for new or follow-up technician visits to client sites, but also keep up with the latest advancements in building technology and equipment to stay competitive. 

To lessen the administrative burden, HVAC contractors need specialized solutions known as HVAC software. The tool helps contractors save precious time by automating routine tasks, allowing them to focus on planning and executing business growth strategies. 

In this buyers guide, we’ll cover the top features of HVAC software and how contractors can use these solutions to manage their day to day operations more effectively.  

Here’s what we’ll cover:

What is HVAC software?

HVAC software is a tool that helps HVAC contractors create and manage work orders, track technician tasks, create project estimates, generate invoices, and manage customer information. 

The solution is essential for HVAC contractors to effectively manage and track business operations, from the time they capture a request for new installation to the scheduling of post-installation, follow-up visits by technicians. 

Deployment options for HVAC software

HVAC software comes with two deployment options: cloud-based or on-premise. Below are the details of each: 

  • Cloud-based: You can avail the software for a monthly/annual subscription fee, typically priced on a per user model. Software security, feature updates, and data backup are vendor responsibility; since the vendor manages the software, your data will be accessible to them. 

  • On-premise: You can buy the software license for a one-time fee (some vendors might charge a recurring fee). You own the software, so you have exclusive control over your data, however, you will also have to take care of software maintenance and data backup.  

Key questions to ask SaaS vendors:

  • Can you show me real-time reports of your software’s uptime and downtime?

Key question to ask on-premise solution vendors:

  • What is the average time it takes your average customer to get started with the tool? 

What are some common features of HVAC software?

HVAC solutions come with functionalities such as scheduling, customer management, and work order management. Most of these solutions also support mobile devices for on-the-go access to project information. Listed below are the most common features you can expect:  

Scheduling and dispatching: Create task schedules for and assign jobs to team members based on their skill sets and job requirements. Allow team members to view their work allocations on built-in calendar dashboards.

Scheduling in Workiz

Scheduling in Workiz

Work order management: Capture and track details of work orders—such as customer names, completed/pending tasks, project timelines, and payments—at a central location.

Work order management in FieldEdge

Work order management in FieldEdge

Customer management: Store details of customers—such as their account details, payment history, and service requests—in a searchable repository. 

Customer management in Wintac

Customer management in Wintac

Invoicing and billing: Generate invoices and email them to customers directly from the software. Additional functionality might include integrations with third-party payment processing software.

Invoicing in Workwave Service

Invoicing in WorkWave Service

Inventory management: Track items used in a project and monitor their stock levels to identify which products need ordering.

Inventory management in ThermoGrid software

Inventory management in ServiceTitan 

Estimates and quotes: Generate project cost estimates and proposals using pre-built templates and send them to clients. 

Estimates in Servcie Titan

Creating estimates in ServiceTitan

Back to HVAC software directory

*Note: The applications selected in this article are examples to show a feature in context, and are not intended as endorsements or recommendations. They’re obtained from sources believed to be reliable at the time of publication.

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