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HVAC Software with Budgeting/Forecasting (2026)

Last updated: April 2026

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Key features of HVAC Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Scheduling: Users value the ability to view, adjust, and manage tech schedules in real-time, aiding in efficient resource allocation and emergency handling. 96% of reviewers rated this feature as important or highly important.
  • Dispatch Management: Reviewers highlight ease of assigning and managing jobs, viewing tech locations, and making real-time adjustments to ensure smooth operations. 94% of reviewers rated this feature as important or highly important.
  • Mobile Access: Technicians can access job details, record work, and communicate with the office in real time, enhancing efficiency and reducing paperwork. 94% of reviewers rated this feature as important or highly important.
  • Billing & Invoicing: Automation and integration streamline invoicing, allowing quick generation and sending of invoices, with real-time payment options. 94% of reviewers rated this feature as important or highly important.
  • Customer Database: A centralized repository for customer information, including service history and equipment details, supports tailored service and efficient record-keeping. 93% of reviewers rated this feature as important or highly important.
  • Quotes/Estimates: Users appreciate streamlined processes for creating, sending, and tracking quotes with customizable templates, aiding in accurate and efficient sales. 91% of reviewers rated this feature as important or highly important.
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Features

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Devices supported

Organization types

User rating

43 software options

Jobber logo
Category Leaders

Tool that manages quotes, schedules, invoices and tasks

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Join over 250,000 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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Limble logo

Mobile-based CMMS for businesses and facilities of all sizes

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Limble is a web-based and mobile computerized maintenance management system (CMMS) designed for businesses and 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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Salesforce Service Cloud logo

AI powered customer service management platform

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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.

Read more about Salesforce Service Cloud

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FieldPulse logo
Category Leaders

Cloud-based field service management software

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Known for its ease of use, scalable functionality, and the best support in the industry, FieldPulse is an all-in-one application for HVAC companies to manage their business.

Customer Management
Scheduling
Estimates & Invoices
Good, Better, Best Proposals
Pricebooks
Timesheets
And much more...

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Leap logo

CRM and In-Home Sales Platform for Home Improvement Contract

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Leap combines Leap CRM for contractor operations and SalesPro for in-home sales. Manage leads, jobs, crews, materials, and payments in Leap CRM. Close deals in the field with SalesPro — proposals, financing, signatures, and payment capture, fully offline. 35+ integrations. Leap CRM from $79/month.

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BigChange logo

BigChange is the complete Job Management Platform.

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BigChange is the complete Job Management Platform, helping HVAC companies to plan, manage, schedule & track jobs in one simple to use, easy to integrate, cloud-based platform.

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ServiceTitan logo

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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eSUB logo

Construction project management software for subcontractors

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eSUB delivers mobile and cloud-based construction management software for self-performing contractors to manage projects from any device. Create, store and access all your construction documents and project management activities from one central location. Manage paperless projects through a secure Internet login from the office or the field. eSUB's software suite includes submittals, change orders, RFIs, daily reports, mobile app, email integration, field notes, time cards, and much more.

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eWorkOrders CMMS logo

Computerized maintenance management system (CMMS)

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eWorkOrders is a web-based computerized maintenance management system (CMMS) that helps manage and report on daily operations and plan for future requirements. The tool helps businesses centralize requests, automate maintenance workflows and extensive reporting, and more.

Read more about eWorkOrders CMMS

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Tradify logo

Powerful job management platform & app for small businesses

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Tradify is powerful job management software for the HVAC industry.

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Striven logo

Collaborative ERP for business process management

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Striven is a comprehensive business management software suite. It provides a range of features to support organizations across various industries, such as construction, manufacturing, professional services, and field services. The software offers real-time access to critical business data, helping to eliminate issues with missing, lost, or inaccurate information.

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Powered Now logo

Easy to use Business Software for small businesses

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Powered Now, easy to use HVAC Software for small business. Create HVAC certificates, manage your team and business with our simple but powerful application. Comes with 14 days free trial and low cost subscription options. UK based with telephone support and free set up & training.

Read more about Powered Now

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Fergus logo

Job management software for trades and service businesses

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Fergus is a cloud-based job management solution for trades and service-based businesses, which takes care of all your quoting, invoicing, timesheets, scheduling, reporting, and more and neatly organises it inside a job.

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Infraspeak logo

Work as One · Collborative FM Platform

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Infraspeak's HVAC maintenance platform brings end-to-end collaboration, visibility and efficiency to your facilities management operations.

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Viewpoint Spectrum logo

Web-based contractor accounting and payroll management tool

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Viewpoint Spectrum is a web-based construction ERP solution that assists with accounting, project management, human resources & payroll, mobile onboarding, equipment & materials management, work order management, service management, inventory, reporting, and more.

Read more about Viewpoint Spectrum

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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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Joblogic logo

Field service management solution

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Joblogic Service Management Software is the perfect solution to connect your back office, engineers and customers together. Our wide range of features include, invoicing, scheduling, dispatching, tracking, and reporting. Office access & App, electronic forms and certificates. Book a Free Demo Call

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WEX Field Service Management logo

Web based field management tool for contractors

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WEX FSM provides service businesses with a cloud-based work management tool that enables contractors and technicians to manage back office and field operations across inbound call management, appointment scheduling, job reminders, dispatch, maintenance planning, invoicing and more

Read more about WEX Field Service Management

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Jonas Construction Software logo

Contruction Software

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With over 14,000 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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DimoMaint FM logo

Facility, Asset and Maintenance Management software

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Trackplan is a cloud-based facilities, asset and maintenance management software. Includes job scheduling, electronic forms, Apps for Android and iPhone for use by engineers and managers

Apps built using Modern PWA (browser based). So download from browser - no playstore or Apple store needed

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Users also considered
MEX Maintenance logo

The all-in-one maintenance management solution.

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MEX CMMS helps teams manage HVAC systems with automated preventative maintenance, smart work orders, and inventory tracking. Reduce downtime, cut energy costs, and ensure safe, compliant, and reliable building operations.

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Simpro logo

Field service management software to streamline operations

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Simpro is a powerful field service management software solution that helps trade industries streamline operations to increase profits.

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Archdesk logo

A business management platform for construction companies

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Archdesk is a leading HVAC platform that improves every aspect of business management for HVAC companies, from scheduling to communication and resources to financials.

Handle everything on one cloud-based platform with complete oversight and control.

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FIELDMOTION logo

Field Service Management Software Solution CMMS

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Fieldmotion is a cloud-based field service management software which supports appointment management, job scheduling, real-time job reports, invoicing, and more

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Users also considered
Zuper logo
Category Leaders

Cloud-based field service management solution

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Zuper simplifies HVAC operations with automated seasonal scheduling, equipment tracking, and mobile access for techs. Dispatch faster, reduce no-shows, and keep customers informed with ETA alerts, service reports, and easy online payments.

Read more about Zuper

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