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Field Service Management

3 HVAC Mobile Apps Users Love

Jun 25, 2024

Check out three HVAC mobile apps that users rate the highest for managing HVAC operations on the go.

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Shephalii KapoorWriter
3 HVAC Mobile Apps Users Love

What we'll cover

Imagine you are managing a heating, ventilation, and air conditioning (HVAC) business, trying to juggle technician shortages, manage scheduling complexities, and improve inefficient data management—all while trying to ensure efficient customer service, even during busy seasons. A dedicated HVAC tool can cut through the chaos by automating appointment scheduling, work order management, customer communication, and reporting. These tasks can also be managed when you are away from your desk, via a mobile app.

While leveraging a HVAC mobile app can possibly translate to faster job completion times and improved communication with customers, understanding the functionalities of the app is important to ensure it aligns with your specific business needs and requirements. To help you pick the right mobile HVAC app, we looked at 2M+ unique user reviews to see what users had to say and highlighted the top three mobile HVAC apps based on sentiment analysis of reviews, arranged in order of percentage of positive reviews. Read how we selected these at the bottom of the page.

The listed tools fall under the business management, operations management, and employee management categories. Common features across all products include work order management, communication tools, and real-time updates.

1. Housecall Pro

Housecall Pro is a home services business management platform with a mobile app that allows you to create service estimates and customize them by adding labor, material, and part costs. You can convert estimates into jobs and share them with clients via email or text messages. Housecall Pro’s mobile app also enables in-person signatures for estimate approval. Your technicians can leverage their mobile devices to collect customer signatures and print estimates via the app.

  • Customer support: Phone, chat, and email

  • Mobile app price: Available with the paid plan, starting at $49 per month

  • Billing cycle: Annual

Who should consider Housecall Pro mobile app?

HVAC professionals looking to understand profit margins can consider Housecall Pro’s mobile app for its customizable estimates feature. The feature not only helps technicians create professional estimates on-site but also allows business owners to establish standard labor and material costs, ensuring consistent and accurate pricing in quotes. It automatically calculates the total project cost based on the pre-defined pricing, allowing users to understand the profit margins on each project. 

Review excerpt from a user of Housecall Pro’s mobile app:

“Its web-based app and mobile companion app make it easy for technicians to communicate with customers, access customer information, and create detailed estimates, invoices, and job schedules.', 'The automatic syncing between the mobile and web applications ensures technicians stay organized, even without access to a computer in the field.', 'The app has been designed with ease of use in mind and it’s intuitive user interface allows users to get up to speed quickly.”

Read more about Housecall Pro.

Pro tip

Select a mobile app that can adapt to the growing needs of your organization and remain cost-efficient over time. The app should be able to handle an increasing number of users, devices, and data volume without compromising performance or functionality.

2. Jobber

Jobber is an operations management solution for home service businesses. The software features a mobile app that enables job scheduling and dispatching. Using your mobile devices, you can create jobs and assign them to team members. You can compare team member schedules side by side to check their availability, select an available time slot, and schedule work via the app. Additionally, you can check the team’s daily visits on a map to schedule jobs based on the employees’ location. 

  • Customer support: Phone, email, and help center

  • Mobile app price: Available with the paid plan, starting at $40 per month

  • Billing cycle: Annual

Who should consider Jobber mobile app?

HVAC professionals primarily looking for an app that simplifies scheduling can benefit from Jobber’s mobile app which allows users to create task schedules for employees and manage appointments and bookings. Along with a drag-and-drop functionality for scheduling and rescheduling appointments, Jobber's mobile app offers a calendar management feature with five different views—day, week, list, 3-day, and map views to help scheduling managers visualize their schedule, as well as the schedules of other team members. Jobber’s app also alerts technicians about schedule changes, new booking requests, and client messages via push notifications.

Review excerpt from a user of Jobber’s mobile app:

“One of the best app for the job for small business owners needing invoice and for record purposes Ease of use.”

Read more about Jobber.

3. Connecteam

Connecteam is an employee management tool with a mobile app for field service teams. You can leverage the app to track employee work hours, monitor their attendance, and manage employee absences. Connecteam’s mobile interface also allows you to create checklists for various purposes, including safety inspection, expense reimbursement, and safety hazard observation. Your employees can use this app to clock in and out via the mobile app, compose custom forms for any process, and fill out checklists on the go. 

  • Customer support: Phone, knowledge base, and online form

  • Mobile app price: Available with free and paid plans, paid plans start at $29 per month

  • Billing cycle: Annual

Who should consider Connecteam mobile app? 

HVAC professionals looking to track the time spent on job sites can consider Connecteam’s mobile app for its time-tracking functionality. The app facilitates time recording, eliminating the need for paper timesheets, reducing errors in manually entering time details, and saving time. It simplifies payroll calculations and ensures technicians are compensated accurately for their work. Connecteam’s mobile app can also be a good choice for professionals looking for improved task management. With a forms and checklists feature in place, the app ensures that technicians do not miss any crucial steps during a service call and promotes consistency in service delivery. 

Review excerpt from a user of Connecteam’s mobile app:

“like I said, this app has fulfilled all my expectations, no more spread sheets, no more work orders, no more job calendar and no more wasting time every morning explaining everyone where to go and what to do.', "the look and easy to use, the on-screen job calendar I love everything on this app, can't find something I don't like.”

Read more about Connecteam.

Pro tip

Shortlist an app with an intuitive user interface that is easy to navigate and does not require extensive training. Ensure that the app functions well on various mobile devices, including tablets and smartphones, and is adaptable to various screen sizes.

Features of interest*

Here are some common features that you can expect in mobile solutions for HVAC industries.

FeatureDescription
SchedulingManage appointments, optimize technician’s workloads, and improve overall customer service. Users can leverage this feature to create, view, and edit appointments for service calls, maintenance checks, and installations. Additionally, they can create task schedules for technicians based on their availability, skills, location, and workload.
Work order managementGenerate work orders for various purposes, including service calls and installations. Users can also track the progress of each work through different stages—scheduled, assigned, in progress, and completed. Additionally, they can prioritize work orders based on urgency, customer needs, or other relevant criteria.
Customer databaseStore all customer details, including their contact information, addresses, and preferred communication methods in one place. The feature allows HVAC professionals to create comprehensive customer profiles that also include details about their HVAC systems (model numbers, installation dates), service history, and other relevant notes.
Real-time notificationsReceive instant notifications on critical events and situations, including appointment confirmations, cancellations, rescheduling, work order updates, equipment alerts, and inventory updates. Technicians and customers can receive these alerts via email, text message, or push notifications on their devices.
Billing and invoicingGenerate and send invoices to customers for services rendered. This feature allows users to create professional-looking invoices for service calls, installations, maintenance checks, or other billable services. Additionally, it helps them customize invoices with business logos, contact information, and detailed service descriptions. Users can also leverage this to accept payments via different methods, such as credit/debit cards, and automated clearing house (ACH) transfers.

What are the benefits of a mobile HVAC app over a desktop version?

Mobile apps have become increasingly popular because they offer several advantages over the desktop version. Here is why you should consider a mobile app for managing HVAC operations.

BenefitDescription
Field accessibilityUnlike the desktop versions, mobile apps allow technicians and HVAC professionals to access critical information (customer details, work order updates, and system data) and perform tasks, such as updating work order status and capturing photos directly on the job site.
Offline functionalitySeveral mobile apps offer offline functionality, allowing users to service customers, review work order details, and potentially communicate with clients in remote locations. Unlike their desktop counterparts which require professionals to be present at their desks to access the software’s features, mobile apps offer access to the app’s basic features even when users are offline.
Improved data captureUnlike desktop software, a mobile HVAC app enables professionals to capture photos, videos, or voice recordings directly through the app. These can be used to document work performed, equipment condition, or customer concerns even when technicians are away from their desks.

Frequently asked questions when selecting mobile HVAC apps

Here are some common questions you can ask your vendors while looking for the best HVAC app:

  • What are the customer management features offered by the app?

Before finalizing the best mobile app for your HVAC business, ensure that it offers necessary customer management features, including database management, service history tracking, customer segmentation, and communication tools to simplify operations. These features ensure timely and accurate service delivery, help businesses maintain robust communication with the customers, and enhance the efficiency of customer services, leading to improved customer satisfaction.

  • Does the app offer offline access?

Offline access in the HVAC mobile app allows users to view past service history, access maintenance manuals, fill out forms, and access the core app’s features even without a stable internet connection. This allows technicians to stay productive even when facing connectivity issues, which translates to smoother service calls, improved response times, and a better overall experience for both technicians and customers.

  •  What security measures does the app offer to safeguard data?

HVAC businesses deal with a variety of data, including customer information, system data, and business operations data. While evaluating the best HVAC app, inquire about the security features offered by the app to protect this data. These features may include multi-factor authentication (MFA), secure data encryption, regular security updates, role-based access controls, and biometric authentication among others.

Methodology

To be considered for this list, products had to:

  1. Have at least 20 unique product reviews published within the past two years that mention mobile-specific capabilities (based on text analysis), with an average rating of 4.0 or higher as of May 27, 2024.

  2. Meet our definition for HVAC software: “HVAC software automates service, work order, and dispatch management for heating, ventilation, and air conditioning contractors. These applications help manage inbound service calls, appointment scheduling, dispatch, and communication tools for technicians in the field.”

  3. Have the highest percentage of positive sentiment (versus neutral or negative sentiment). We calculated the sentiment score by identifying the positive and negative user sentiment specifically around mobile app usage.

*Mobile features of interest were identified from vendor websites. Our research team selected the features considering what we know users expect or find important in a mobile experience.

Review excerpts are passages extracted from longer reviews written by verified reviewers. We obtain these excerpts by applying an algorithm that considers factors including, but not limited to, length, topic coverage, and thematic relevance. Excerpts are evaluated for positive or negative sentiment and receive a sentiment score.

Excerpts represent user opinion and do not represent the views of, nor constitute, an endorsement by GetApp or its affiliates. Excerpts are not edited for clarity or grammar.

We select and rank products based on an objective methodology developed by our research team. While some vendors may pay us when they receive web traffic or leads, this has no influence on our methodology.

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About the author

Shephalii Kapoor

Writer
Shephalii Kapoor is a writer at GetApp. She helps small businesses identify the right software for their needs by analyzing user reviews for top-rated software products. Prior to Gartner, she worked as an assistant content manager at InfoEdge India Ltd. She has also worked in company law, aviation, and real estate. She is a published author and has contributed to various magazines and websites. During her free time, she enjoys reading.
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