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HVAC Software

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ServiceTrade logo

Software for commercial mechanical and fire contractors.

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ServiceTrade is the software platform for commercial HVAC and mechanical contractors. During a persistent skilled labor shortage, ServiceTrade helps contractors increase profit by streamlining service and project operations, optimizing field performance, and boosting sales and client retention.

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ServiceTitan logo

Management Software for Service Contractors.

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2 Months Free Plus $1,000. 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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Housecall Pro logo

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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Jobber logo

Quoting, scheduling, & invoicing for home service businesses

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Join over 200,000 home service pros using Jobber. We make it easy to schedule appointments, quote, invoice, and get paid faster. Organize your field service business and impress your clients - get started today.

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ServiceBox logo

We make business simple.

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ServiceBox is a software for service companies to manage their end to end business including: customers, job sites, quotes, contracts, work orders, scheduling, recurring work orders, timesheets, invoices, maintenance and we integrate seamlessly with QuickBooks and Sage 50 (Canada).

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Service Fusion logo

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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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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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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Commusoft logo

All-in-one job management software for field service

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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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Salesforce Field Service logo

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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Operix logo

Optimize operations. Accelerate revenue.

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A centralized field service management and communication hub for commercial HVAC contractors.

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Sera logo

Software That Builds Your Bottom Line.

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Field Service Management software that helps residential HVAC and plumbing contractors reduce business chaos, streamline processes, and grow their bottom line through efficiency.

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The New Flat Rate logo

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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GPS Insight logo

Engage Your Fleet with Fleet Software that Gets Results.

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A customizable GPS tracking and management software for fleet-based businesses that integrates with high quality GPS hardware for real-time data

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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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Podium logo

Get more leads. Make more money. Powered by AI.

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Podium's lead conversion platform helps HVAC businesses attract more leads and convert them faster–all in a single, easy-to-use platform, powered by AI.

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FSM Grid logo

Omnichannel field service management solution

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FSM Grid is an AI/IoT enabled, omnichannel field service management solution that automates scheduling, routing, work orders and inventory control.

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Fieldmagic logo

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

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ServiceFactor logo

Industry Leader in Service & Project Management Software

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ServiceFactor is a cloud-based Service and Project Management software package for the field and office, designed specifically for service contractors

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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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Synchroteam logo

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.

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Crew Control logo

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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Trade Service Pro logo

Trade Service Pro helps optimize any field/trade business

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Trade Service Pro (TSP) is a competitively-priced field service management app that empowers users to organize and manage their business and the way they do business. TSP's features include CRM, scheduling, estimates, proposals, invoices, custom forms, payment processing, and more.

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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.

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Here's what we'll cover:

Buyers Guide

HVAC

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.