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HVAC Software

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Jobber logo



Quoting, scheduling, & invoicing for home service businesses

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Up to 30% off until May 31. Jobber’s powerful software is perfect for home services businesses. Keep jobs on track and provide a seamless customer experience. Start your free 14-day trial!

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Housecall Pro logo

Housecall Pro


Field Service Management App

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Call now to start your free trial: 833-903-2949

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

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ServiceTrade logo



Software for commercial mechanical and fire contractors.

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ServiceTrade mobile and web apps help commercial HVAC and mechanical contractors streamline services, earn more revenue, manage project budgets and delivery, and provide an amazing customer experience. The average mechanical contractor grew year-over-year revenue by 18% with ServiceTrade.

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Ventus logo



Service and Construction ERP

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Vertical Market Software is a fully-integrated service management solution that includes a CRM, job costing, service management, and inventory control.

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BlueFolder logo



Work Order and Field Service Management Made Easy

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BlueFolder is a powerful, yet easy-to-use HVAC management software for companies needing highly customizable features including work order management, dashboards and reporting, billing and invoicing, asset/equipment tracking, and more. Get a demo to see BlueFolder in action.

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Salesforce Field Service logo

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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The New Flat Rate logo

The New Flat Rate


Automatic add-on sales for service repair

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The New Flat Rate is suitable for several different industries including HVAC, Electrical, and Plumbing. It creates customized menu pricing for services, repairs, and new equipment installs.

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Orcatec logo



Cloud-based field service management software

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Orcatec is a cloud-based field service management software designed to help businesses handle and streamline various administrative processes, such as dispatching, employee management, and more. Supervisors can schedule appointments on a calendar and color-code them according to requirements.

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UpKeep logo



Asset Operations Management Software

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UpKeep is an Asset Operations Management solution combining CMMS, EAM, and APM for maintenance, reliability and operations teams which allows users to manage their team, assign work orders, sync devices, and more.

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Quadra logo



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.

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Crew Control logo

Crew Control


The easy-to-use management software for managing your crews

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Crew Control helps HVAC businesses by organizing their schedules, allowing them to easily adjust for changes due to weather, and collecting all the information they need from their crews.

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GetCost logo



Contractor estimate and invoice made easy

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Save time and look professional. Manage your business like a pro. Don't miss an opportunity to impress your clients!

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Tractian logo



The end-to-end solution for industries.

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Condition Monitoring and Asset Management in just one place. Monitor asset health and manage your entire maintenance in real time via smartphone, tablet, or desktop.

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Repair-CRM logo



Repair-CRM: Streamline, Simplify, Succeed

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Elevate your HVAC business with Repair-CRM, a comprehensive software solution for job scheduling, dispatching, and invoicing. Featuring real-time tracking, limitless notes, document attachments, and direct QuickBooks integration, Repair-CRM is your pathway to growth and efficiency.

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STACK logo



Takeoff, estimating, project management & field productivity

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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!

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HoneyBook logo



Client management for freelancers & SMBs

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Everything you need to manage your HVAC business: proposals, contracts, payments, and more.

Get started with a 7 day free trial today.

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mHelpDesk logo



Win more jobs and grow your business with mHelpDesk!

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HVAC companies use mHelpDesk to schedule & dispatch technicians, provide mobile access to work orders, facilitate mobile payments, and more.

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GorillaDesk logo



Service management for pest control & other field services

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Running a field service company is hard work. Between managing jobs, dispatching your team, and winning new business, it's nearly impossible to keep your business organized. With free training & simple setup, you can trust GorillaDesk to streamline your workload during your 14-day free trial.

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Limble CMMS logo

Limble CMMS


Modern mobile CMMS for companies and facilities of all sizes

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Limble CMMS is a web-based and mobile computerized maintenance management system (CMMS) designed for businesses with facilities of all sizes across a variety of industries. Key features include asset management, preventative maintenance management, and work order management.

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Connecteam logo



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

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An all-in-one HVAC business management software specially designed for your non-desk employees!

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ServiceM8 logo



We're for small business

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ServiceM8 is a job, staff & client management solution, with everything to run your day-to-day in one place — digital job cards, scheduling, quotes, staff locations, client emails & texts, job notes & photos, online bookings, forms, asset management, invoicing & payments.

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RazorSync logo



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.

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FieldEdge Flat Rate Mobile logo

FieldEdge Flat Rate Mobile


Flat rate pricing & agreement management for contractors

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FieldEdge Flat Rate Mobile is a mobile-optimized flat rate pricing & agreement management application for HVAC, Plumbing & Electrical contractors and service businesses

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Kickserv logo



#1 Most User-Friendly Software to Run a Service Business

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Kickserv helps HVAC service businesses to manage their employees' schedules, send invoices, collect payments, manage customer records, track estimates & more.

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Business productivity tool for home improvement contractors

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JobProgress is a mobile business productivity platform for home improvement contractors to manage workflow, employees, sales, field operations, and more

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Here's what we'll cover:

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

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*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.