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HVAC Software with Customer Portal (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

86 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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mHelpDesk logo
Category Leaders

Cloud-based field service management software

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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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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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GorillaDesk logo

A simple yet powerful solution for field-service companies.

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Run a HVAC company? Organize your operations, empower your team, and impress your customers with just a few clicks. Get started with a 14-day FREE trial today.

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ServiceTrade logo
Category Leaders

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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Kickserv logo
Category Leaders

Field service management software for service professionals

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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
Category Leaders

Cloud-based 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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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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LawnPro logo

Lawn care software for managing administrative operations

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LawnPro is a cloud-based lawn care software that helps businesses manage administrative operations and communicate with customers, crew members, and employees via text messages. It lets users handle multiple properties, print invoices, and receive online payments from customers via credit cards.

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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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Service Fusion logo

Field service management for contractors

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Easy-to-use HVAC software with no per-user fees. Get the features you need—scheduling, dispatching, invoicing—without the clutter.

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Smart Service logo

All-in-one Field Service Software

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All-in-one field service software with QuickBooks™ integration, mobile access, and workflow automation for HVAC businesses.

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FieldEdge logo

Field service software for home service contractors

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Generate bigger tickets, dispatch more efficiently, know if your marketing is paying off, automate service agreements, customer history, and more. Our desktop and mobile app gives office employees and HVAC technicians all the information they need to provide great customer service and sell more.

Read more about FieldEdge

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Uptick logo

Uptick is the #1 fire asset maintenance software solution

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Built specifically for the fire protection and security industry, Uptick comes equipped with built-in legislative standards, making fire asset maintenance easy.

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BlueFolder logo
Category Leaders

Work order and field service management software

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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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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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DoTimely logo

Mobile, all-in-one field service solution

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DoTimely is an all-in-one solution for pet sitting, dog walking, training, maid services, carpet cleaning, lawn care, coaching, pool cleaning, pest control and handyman businesses with features for scheduling, invoicing, communication tools, and more. You can run your business from anywhere with app

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RepairShopr logo

CRM software for managing repair shops and POS transactions

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RepairShopr helps repair shops, plumbing agencies, painting contractors, HVAC services, and other businesses streamline invoicing, marketing, CRM, ticketing, and point of sale (POS) operations via a unified portal. The platform includes a self-service portal, which lets customers view and check invoices and service status and approve or decline repair estimates.

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EyeOnTask logo

Field service management software for businesses

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EyeOnTask is a cloud and mobile-based workforce management platform that helps field service organizations and workers to manage clients, jobs, inventory and invoices in a single location. Features include real-time location tracking, custom forms, invoicing, inventory management, job history and more.

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YourTradebase logo

Win more won, get paid faster. Made for trades.

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Get work won, done and paid with the no-nonsense app made just for trades. Quotes, invoices, scheduling, payments… click, click, done.

Read more about YourTradebase

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MioCommerce logo

All-in-one business management for home & commercial service

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PodiumIO is an all-in-one business solution for home & commercial services such as maid services, car wash businesses, pet services, tutoring, lawn care, handyman and more. The cloud-based solution allows users to manage customers, bookings, sales, marketing, payments, and more. Try Live Demo Today!

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Synchroteam logo
Category Leaders

Field service management software for mobile workforce

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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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On-Demand HVAC logo

Overtime HVAC services and billing automation platform

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Overtime HVAC is a cloud-based HVAC services and billing automation platform that fulfills overtime HVAC requests automatically through existing building management systems, following user-defined rules and protocols. The solution removes the need for manual inputs that can lead to billing errors.

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Dataforma logo

Field service management tool for plumbing & HVAC industries

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Dataforma is a cloud-based field service management software which helps businesses in electrical, plumbing, HVAC, and other industries manage bids, contracts, inspections, invoicing, and more. It enables contractors to handle projects, create proposals, track leads, and monitor marketing campaigns.

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