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HVAC Software with Historical Reporting (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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116 software options

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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Housecall Pro logo

Field service management application for businesses

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Housecall Pro helps HVAC businesses streamline scheduling, invoicing, payments, and more. Automate follow-ups, boost repeat business with service plans, and scale efficiently with advanced reporting and analytics. Join over 45,000 businesses and sign up for a free trial today!

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UpKeep logo

Asset operations management software for businesses

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UpKeep is an asset operations management solution combining CMMS, EAM, and APM. It is designed for maintenance, reliability and operations teams and allows users to manage their team, assign work orders, sync devices, and more.

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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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Sortly logo

Inventory management and asset tracking software

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Sortly is an easy inventory solution that helps businesses track and manage their inventory from any device, in any location.

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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.

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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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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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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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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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SafetyCulture logo

Cloud-based inspection tool for mobile inspections

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SafetyCulture is a cloud-based inspection solution that allows users to conduct inspections, capture issues, and manage corrective actions across their organization. The platform's drag-and-drop template builder makes it easy to convert existing paper checklists or Excel spreadsheets into smart, customizable inspection forms. Users can add logic to these forms to streamline the inspection process by showing or hiding fields based on responses.

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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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GPS Insight logo

Cloud and mobile-based fleet software for businesses

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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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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.

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ArcSite logo

Cloud-based construction estimation and CAD application

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ArcSite simplifies mobile drawing, takeoffs, and estimates—helping you work faster, win more jobs, and stay organized on the go.

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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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Workiz logo

AI-enabled FSM that assists with scheduling and invoicing

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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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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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Users also considered
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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MobiWork logo

Unleash Your Mobile Workforce with MobiWork

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

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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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