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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

Housecall Pro


Field Service Management App

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Call now to start your free 14 day 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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Commusoft logo



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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HoneyBook logo



Client management for freelancers & SMBs

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HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication. Start a 7 day free trial today.

For your first 6 months, get HoneyBook for $1 per month with code ONLY

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Jobber logo



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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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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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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Knowify logo



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.

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Tradify logo



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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Workiz logo



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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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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ServiceTrade logo



Commercial field service and customer service application.

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ServiceTrade mobile and web apps help commercial HVAC & mechanical service contractors coordinate office staff and field technicians to streamline service operations and deliver an amazing customer experience.

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vcita logo



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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STACK logo



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!

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Service Fusion logo

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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Connecteam logo



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.

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Smart Service logo

Smart Service


Add scheduling, dispatching, and more to QuickBooks.

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Add scheduling, dispatching, customer management, and more to QuickBooks with Smart Service, the best software for HVAC, plumbing, and electrical work.

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Total Office Manager logo

Total Office Manager


Integrated office management tool for servicing businesses

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Total Office Manager is a cloud-based and on-premise service management software designed for businesses across various industry verticals, such as HVAC, plumbing, construction, roofing, and more. It enables users to streamline various administrative processes related to work orders, accounting, payroll and job costing.

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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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Method:Field Services logo

Method:Field Services


Field service management software from the #1 QuickBooks CRM

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Method:Field Services is designed to help businesses streamline various field service operations, from job scheduling to invoicing. Technicians can use the mobile application to plan routes, track job progress, create estimates, and update the status of work orders. Managers can create and email invoices from mobile devices after job completion, process online payments, and sync transactions with QuickBooks.

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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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MobiWork logo



Robust, Scalable, & Configurable Mobile Workforce Solution!

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#1 HVAC software solution for your employees in the field, in the office, and your customers.

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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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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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Eagle Eye Tracking logo

Eagle Eye Tracking


Fleet tracking software

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Create work orders and detail the customer’s service requirements for your driver/technician, and easily plan and schedule daily, weekly, or monthly routes. Schedule jobs more efficiently, optimize routes, dispatch your fleet, locate equipment, and monitor a route’s progress in real-time.

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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

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.