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HVAC Software with Template Management (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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40 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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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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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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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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vcita logo
Category Leaders

Appointment scheduling and reminder solution

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vcita is an all-in-one business management app designed with small businesses in mind, helping teams manage clients, schedule, billing and administration. The platform includes a CRM to manage client records, online scheduling to book appointments and manage team calendars, billing and invoicing tools, and a client portal for customers to book, pay, and communicate with the business.

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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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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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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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ServiceBox logo
Category Leaders

Cloud-based job management software for service businesses

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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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Wingmate logo

Field Service Management Software

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Wingmate helps businesses to incentivize field service staff to gather important customer intelligence, sales leads, competitive insights, prospects, 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.

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AroFlo logo

Trade business workflows, sorted.

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AroFlo is a full-featured job management solution for trade and service-based businesses. AroFlo helps trade professionals connect their field and office teams, win new jobs, simplify complex work, and get paid faster. For a better WorkLife, use AroFlo.

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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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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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ThermoGrid logo

Business Management software for field service companies

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ThermoGrid is a cloud-based contractor management software solution designed for Field Service, HVAC-R, Plumbing, and Electrical companies that consolidates the full business cycle with features such as Scheduling & Dispatching, Inventory Management, Payroll, Invoicing, Marketing and more.

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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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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.

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remberg logo

The Intelligent Maintenance Software for Assets & Equipment

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The remberg maintenance software helps organisations in service, installation, maintenance & repair of assets, equipment, machines, devices, buildings, vehicles and many more.

The solution is built user-friendly to manage any tickets, work orders, maintenance plans, and forms related of each asset.

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Payaca logo

Simple, yet powerful, CRM solutions.

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A CRM solution for ambitious field service businesses. With a focus on simplicity and efficiency, we empower businesses to streamline operations, build strong customer relationships, and fuel growth. Developed by software experts, Payaca is designed for adaptability and continuous improvement.

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Pointman logo

Operations software for plumbing, electrical, and HVAC

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Pointman is a mobile field service management system designed to provide SMBs with the tools to manage customers, employees, service dispatch & work orders

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