Informational Guide

Best HVAC Software Reviewed

We compare and contrast the top HVAC software for all business needs.

When you think HVAC, the last thing you may think about is software. However, if you run your own business, are an independent contractor, or have a network you work with, the software is essential.

This article will examine the various HVAC software out there. With reviews and comparisons, you will find out why you need HVAC specific software, how it can help, and which ones you should buy and use, today.

Like most business specific software, HVAC software is designed to make the workflow easier and transactions simpler. With HVAC specific software, you can easily keep track of your payments and invoices.

It goes further than that, though. You also need to know which system you serviced, their service dates and warranty periods. If you have transferable warranties, you need a simple method to update policyholder information, and much more.

The right HVAC software will handle most, or even better, all of these aspects for you. Simple database driven management systems, accounting, and job or project management are all controlled by software.

5 Considerations For HVAC Software & Business Owners

Before you head out and purchase any software labeled for HVAC use, you need to ask yourself a few questions first. Below are things to consider before you make your purchase.

1. What Do You Need It For?

The first thing you need to ask yourself is what purpose the software will have. There are three main types of HVAC business software, and it is rare to find a single version that does all three. You need to determine if you are using the software for billing and invoicing, which will keep track of your financial records and allow you to send, receive, and request payments.

If you plan to use the small business software to keep track of your customers, then a customer database management software solution is what you should search for. Finally, if you want the software to keep track of open projects, assign and complete field reports and jobs, then a maintenance scheduling system software is what you want.

2. What Is It Going To Cost Me?

HVAC software doesn’t have to put your business in debt. There are software solutions for all budgets, sizes, and the number of users. Some versions will offer a free trial, or even bill you based on how much you use over the course of a month. Regardless of your budget, you can find a solution, but don’t let your budget get out of hand.

3. How Many Users Will There Be?

You also need to decide how many employees will have access to the system and how often they will use it. As mentioned above, some HVAC management software will bill you based on the number of accounts they need to create for access. The more people you have using the software, the more you will pay. Likewise, if only one or two people are using the management systems, you will want to try to avoid paying more than you need to.

4. Which Computer System Will You Be Working On?

Another important consideration is to think about the types of computers you will use the HVAC software on. Different programs work for different systems. Mac and Windows, for example, may not have a solution that works on both systems. Some of the solutions are cloud or Internet-based, which means the operating system won’t matter as much. Make sure you understand the differences and which version you are using.

5. What Extra Features Are Important To Your Business?

Not all software is created equal, and you need to determine if additional features are needed or even wanted. Some features you will need to pay extra for, so it is wise to know, upfront, what you need. Vendor or employee tracking, for example, using GPS may cost extra. Some will have free features that have upgrades you can pay to use as well. Make sure you know all the features available to you so you can make an informed decision.

12 Best HVAC Software Reviewed

Below you will find the 12 best HVAC software solutions, reviewed and compared. Somewhere on the following list is your next small business software solution.

Free DemoYes – 14 days
Service Route OptimizationYes
GPS TrackingYes
Built-In Communication FunctionsYes – Send emails and SMS to customers
Employee Time TrackingYes
Integration with QuickbooksYes
Digital InvoicingYes

FiledPulse may be the most all inclusive software solution there is. While it doesn’t handle every possible aspect, it does handle a lot. On top of that, what it does not handle, it seamlessly integrates with programs and software that does.

FieldPulse is made for any sized operation, from those with a few techs that only work a small local area, to large corporations that work across the country. The software is excellent at allowing you to schedule techs and service. You can track job progress, assign jobs to specific technicians, and the techs can take and upload photos at any time.

For the customer and finances side, you can create invoices as detailed as you want, send them when the job is complete, and the customer can pay the tech through the app right on the spot. It doesn’t get easier.

One of the best features is GPS tracking. You can find out where your entire fleet is at any given moment. Have an emergency call that came in? You can dispatch the closest tech to the job and fill in gaps from other areas if needed, all within the software.

Usage, Setup, and Support

Setup and using the software is simple. There is nothing to install on a computer. All aspects of the software are stored in the cloud so you can focus on getting things done. All you need is the web app through your browser or the mobile app on any iOS or Android device.

If you ever need help, with set up, use, or troubleshooting, customer service is a phone call or email away. They are friendly, understanding, and know that you need to get back to work.

Pricing Plans

With FieldPulse, you can activate a free 14-day trial to see if the software solution is right for you. Once you decide it is (which will only take a couple of days into the trial), you can choose your subscription plan.

The plans start at $49 per month, which includes access for zero service agents and 1 account manager. From there, you can add an unlimited number of service agents for $10 per month, per user, and managers for $20 per month, per manager.

If you prefer, they also offer an annual subscription at the same cost, but due once a year instead of once a month.

Pros

  • Includes free access to PulsePro and FieldPulse Academy
  • Handles every aspect of the HVAC business

Cons

  • Can get expensive with a lot of users
Free DemoYes
Service Route OptimizationYes
GPS TrackingYes (Integration only)
Built-In Communication FunctionsYes
Employee Time TrackingYes
Integration with QuickbooksYes
Digital InvoicingYes

If your HVAC company has several technicians and you need to keep track of a lot of customers, then Vonigo might be your solution. Like FieldPulse, Vonigo will integrate with almost anything that it doesn’t support itself. This includes Quickbooks and GPS tracking.

Once you have integrated with your website, Quickbooks, and a GPS system, there isn’t much Vonigo cannot do. Designed for medium businesses, small businesses looking to expand will find great use in this system before they get too large and can continue to expand the software as the company gets larger.

Vonigo has incredible customer service management. You can input, monitor, and expedite everything from customer calls, assigning techs to creating invoices, accepting payment, and even tracking inventory.

One of the best features is the notification feature. With this enabled, you can send a text or email notification to your vendors, technicians, clients, and customers all at once. Keep everyone in the loop or get the team on track, quick and simple.

Usage, Setup, and Support

Vonigo is an online service, so there is no software for you to physically download. All you need is a computer with internet access or the mobile app downloaded and installed on your devices.

Almost every aspect of the system is configurable to your companies needs, from your logo on the masthead to giving users specific access to only the things they need to see. If you run into any problems or difficulties, you can always phone the support line for quick assistance to any issue you may have.

Pricing Plans

Vonigo comes in three tiers for monthly subscriptions. The basic plan gives you all the fundamental aspects but has a lot of “powered by Vonigo” decals on everything. The Pro and Premium plans are label-free but cost considerably more, of course you unlock quite a bit more features, too.

The plans start at $98 per user per month and increase to $139 per user per month. However, if you only want mobile access, the tiers then cost you $29 to $49 per user per month.

Pros

  • Mobile-only access saves a lot of money
  • Almost all-inclusive

Cons

  • Can be confusing during initial setup
Free DemoYes – 14 days
Service Route OptimizationYes
GPS TrackingYes
Built-In Communication FunctionsNo
Employee Time TrackingYes
Integration with QuickbooksYes
Digital InvoicingYes

ServiceM8 (pronounced Service Mate) is a software solution designed to take you from the initial customer call all the way through invoicing and payment. It works for all sized businesses by small and medium businesses get the most use from it, regardless of how many jobs or projects you have to handle.

ServiceM8 has two outstanding features with their employee tracking and job completion features. Since everything is stored in the Amazon AWS cloud, you are secured. The tracking feature allows you to know where all of your employees are at any time, helping you dispatch quickly.

Each job automatically comes with a checklist for the technician, too. As they complete the tasks, you can view and keep track of their progress and know the job was completed. One stand out feature here is that the final step allows the tech to take a photo or video to show the complete job (or any uncovered issues) that is also stored on the cloud for everyone to access or view.

Usage, Setup, and Support

The software works with any device through ServiceM8 has a special focus on apple iOS devices. The learning curve for using every feature of the software is a little higher than some of the other products on this list,  but it isn’t so difficult you need classes to learn.

If you have any problems, issues or concerns at any time, there is free 24/7 customer support to help you through any situation.

Pricing Plans

ServiceM8 does things a little differently. Instead of pricing you for users, you pay according to how many jobs you do in a month. There are 4 primary payment plans that cover various operational features and 1 extra plan for large businesses with many monthly jobs to perform.

All plans give you the same basic functionality, job management, invoicing, employee tracking, etc. As you go up in the payment tiers, you are allotted more monthly jobs and more features. However, each additional feature can also be purchased separately as an add-on, so you won’t have to go without needed features just because you qualify for a lower-tiered plan.

The pricing starts at $9 per month for 15 jobs, up to $349 per month for enterprises that handle up to (or over 1500) jobs per month. All tiers offer usability for an unlimited number of staff and managers.

Pros

  • No limits on staff usage
  • For basic operational software you don’t need much else.

Cons

  • Add-ons can become costly
Free DemoYes 30-days
Service Route OptimizationNo
GPS TrackingYes
Built-In Communication FunctionsYes (as a status or memo board)
Employee Time TrackingYes
Integration with QuickbooksNo (will work with Xero)
Digital InvoicingYes

With Fergus, you get a lot of structure and performance for not a lot of cost. In fact, as you will see below, they even offer a free plan with no commitments. While this service isn’t as all-inclusive as some of the others, it still gives small businesses a head start in many aspects.

The cloud-based software tracks jobs from customer call to completion, even including invoices and payment. For employee tracking, there isn’t much better. The service includes a status and job board that allows you and the technicians to update with their time and location, and can include reports, hazards, or even rearranging upcoming jobs.

Usage, Setup, and Support

Since the software is cloud and app-based, there isn’t a need to install anything, other than the apps, of course. Each add-on can be accessed once it is paid for or unlocked during the free trial. The learning curve here is pretty simple as the system takes you through each step of the setup process.

Fergus offers support in case you have questions or need assistance with any feature of the software, and there is an extensive knowledge base when you want to find the answers on your own.

Pricing Plans

There are two basic monthly plans available, as well as a free plan. The basic plan includes all of the needed features without a lot of extras. This will include timesheets, invoicing, job reports, and quotes & estimates. The Professional plan has all of the Basic plan features plus GPS tracking, ability to add photos or videos, and much more.

The free plan is the basic plan but limits what you can do. For example, you are only allowed 3 invoices per month.

The Basic plan is $19 per month per full user and an additional $7 per month for each timesheet user. The Professional plan charges $37 and $10, respectively. After the 30 day trial, if you take no action, your membership will default to the Free Plan.

Pros

  • Free trial extends to free plan
  • Tracks jobs through completion

Cons

  • Not as inclusive as other software
Free DemoYes 14-Days
Service Route OptimizationNo
GPS TrackingYes
Built-In Communication FunctionsYes (through mobile app)
Employee Time TrackingYes
Integration with QuickbooksYes
Digital InvoicingYes

Synchroteam takes the world of HVAC technician software and makes it as simple as possible. From automating a lot of features to including everything for one cost, there isn’t an easier software system to use.

You get full control of the entire process, too. From client and customer calls, job creation, scheduling, and invoicing, the entire process is done within the software. You can easily import and export data to Quickbooks or other financial software, create job pools, assign jobs to techs based on distance or skill level and quickly add new jobs to fill gaps whenever it is needed.

One of the best features is the customization. You have full control over almost every aspect of the software, including controlling what access techs have through the mobile app.

Usage, Setup, and Support

Set up only takes a few minutes, and before you know it, you are off and running with the program. Using the software takes a little bit to get used to, but with the help of customer support, there isn’t anything you won’t understand.

If you find yourself in a bind at all during your trial (the best time to test all features and options), support is available to help you through everything, even going so far as to offer a personal guide through each aspect of the software.

Pricing Plans

Did I mention that Synchroteam keeps it simple? Every feature is included for one price. You can choose to pay monthly or annually. If you choose the yearly subscription, you save 20% off of your total cost, basically giving you two months free.

The monthly cost includes 1 power user and all features for $28 per month. This is the same price for each user you add, regardless of their role. Techs on mobile devices will be charged per device, not per log in, though, so that is something to watch.

Pros

  • Every aspect is made as simple as possible
  • Step-by-step guidance from support for any reason

Cons

  • Pricing can get costly for larger businesses
Free DemoYes (must be requested)
Service Route OptimizationNo
GPS TrackingYes
Built-In Communication FunctionsNo
Employee Time TrackingYes
Integration with QuickbooksYes
Digital InvoicingYes

AroFlo attempts to be as inclusive as possible, allowing you to manage a single software program. This helps you manage your time and clients professionally without having to do lengthy setup and integration.

You will need to integrate with your financial software, such as Quickbooks, but the AroFlo system has invoicing and financial capabilities for controlling your books. You can track your team with the GPS features, assign jobs based on sills level and proximity, too. Which is great if an emergency call comes in, since you can see who is closest to get it handled professionally.

One of the best aspects of the software is the ability to track and invoice every financial situation. From client costs to inventory and materials to technician time and pay, everything is included in the software.

Usage, Setup, and Support

Because the system has so many moving parts, it is more difficult to use, at first, than some of the other options. However, once you get a grasp of how everything works together, the system will become second nature.

Support is paid, and for the Full Featured Edition, the company will train you and your staff and set up the software for you. This is also available on the Essentials Edition, but will need to be requested and prices accordingly. The average cost for the setup and training is $899.

Pricing Plans

AroFlo has two options, one geared for larger and growing business called the Full Featured Edition. This requires a minimum of 3 users and each user is charged $50 per month. The small and medium-sized business solution, called AroFloGo, or the Essentials Edition, only requires 1 user. The more limited feature version costs $39 per user, per month.

Pros

  • Full integration and solution software
  • Complete cost tracking

Cons

  • Can be difficult to set up and use
Free DemoYes 14 days
Service Route OptimizationYes
GPS TrackingYes
Built-In Communication FunctionsYes
Employee Time TrackingYes
Integration with QuickbooksYes
Digital InvoicingYes

Jobber might be the most widely used software solution available. Not only do you get a full CRM to handle your customers, job orders and team, but it also pairs with all of your existing software and financial programs with ease.

You can track your team to the full extent possible, with GPS tracking, timesheets, job assignment and completion reports. You also have the ability to include your customers, something not seen in many other software solutions.

Jobber lets you update the client portal so they can log in, approve bids or quotes, create jobs and more. One of the most exciting features, though, is the marketing aspect.

Once a job is complete, you can send thank you cards, coupons or other marketing material right from the software.

Usage, Setup, and Support

Setup of Jobber is simple and takes only a few minutes. Though it may take you a few days, or jobs to get fully acclimated to all of the features available to you, it is well worth the time invested. Once you have a grasp on everything, you will wonder how you ever worked without it.

When you get stuck or if you have any questions, the Jobber customer service is ready and willing to help see you through to a satisfactory conclusion.

Pricing Plans

Jobber mixes users with features and offers 3 plans. The Core plan allows only 1 user and has limited functionality (nothing a small business would miss, though). The cost for the service is $39 per month (annual plan works out to $29 per month).

The Connect plan increases the feature list to include invoice features, online Quickbooks integration and GPS tracking. It also allows up to 7 users for $129 per month ($99 per month on annual).

Finally, the Grow plan includes all features and allows up to 30 users (if you need more, Jobber will price a plan accordingly). The Grow plan costs $249 per month ($199 per month on annual plan).

Pros

  • All-inclusive feature list
  • Integrates with many platforms

Cons

  • Not all features allowed at all plan tiers
Free DemoYes 30 days (offers 60 days during promotional periods)
Service Route OptimizationYes
GPS TrackingYes
Built-In Communication FunctionsYes
Employee Time TrackingYes
Integration with QuickbooksYes
Digital InvoicingYes

Like Jobber, ServiceTitan aims to include every feature you need for your service industry. They focus on HVAC and other trade markets and customize their software based on your specific needs.

The software itself is all inclusive, but it varies in usage from industry to industry. For the HVAC software needs, you will be able to do most of your daily tasks within the software at any time. ServiceTitan allows you to create jobs (or import them from emails), assign and track technicians and create invoices that can be billed or paid on the spot.

One of the standout features is not in the technician tracking but in tracking sales opportunities from the in-house staff. You can easily see reports to determine which sales are being lost from the office, why and take steps to correct them.

Usage, Setup, and Support

Setup of the software is pretty straightforward but can cause some users complications. Once installed, though, each user will need to become familiar with the settings and usage based on their role in the system.

You can always contact ServiceTitan for help with any feature or functionality issue, and they offer full demo training for each client.

Pricing Plans

One of the downsides of the service is that you won’t know how much you have to pay until you make a small commitment. Unlike most other software solutions, ServiceTitan is specified for your business.

This means you will need to work with them to set up the number of users, roles of each user and which features need to be included or excluded.

Once that is all set up they will work out a pricing plan to match the service while you continue to use the software for free for 30 days.

Pros

  • All inclusive solution for HVAC companies
  • Customized for your specific needs

Cons

  • No upfront pricing plans
Free DemoYes
Service Route OptimizationYes
GPS TrackingYes
Built-In Communication FunctionsYes (to and from customers)
Employee Time TrackingYes
Integration with QuickbooksYes (Grow plan or higher only)
Digital InvoicingYes

Housecall Pro may be one of the oldest software solutions out there, certainly one of the most used and reviewed. Like many others on this list, HouseCall customizes their approach based on your industry and for the HVAC market that means a world of difference.

There isn’t a one-size-fits-all approach here, and that can save you time, frustration and lower the learning curve. The system is fully integrated and will handle everything you need from the initial customer call to the invoicing and payment.

One of their best features is the ability to track your team, live. You will know where everyone is at any given time, helping you keep track of timesheets, job status, and who to call for a dispatch when needed.

Usage, Setup, and Support

Setup and using the software is fairly simple. It only takes a few minutes to get this master account set up and once installed you can then add the other users, or simply give access to the technicians and let them set up their end by themselves.

HouseCall Pro is adamant that every business and individual can use their software and includes a community forum for help and assistance as well as the ability to call HouseCall themselves for anything you may need.

Pricing Plans

HouseCall Pro has 4 tiers for pricing, and each higher tier offers more built-in features. The Start plan is the most basic and provides you a single user account with all of the basic features of the software. The cost is $49 per month (with annual pricing).

The Grow and Manage plans offer you much more, including email and postcard marketing as well as a host of integrations. Each tire will give you either 1 – 5 users (Grow) or 1 – 9 users (Manag). The prices are $109 and $199 per month (respectively).

For large business and million dollar enterprises, the XL plan is a custom plan for up to 100 users. The pricing structure must go through HouseCall to get an estimate of the final annual cost.

Pros

  • Best solution for small businesses
  • Run your entire business with one software solution.

Cons

  • Pricing structures aim for higher tiers
Free DemoYes
Service Route OptimizationNo
GPS TrackingYes
Built-In Communication FunctionsYes (through mobile apps)
Employee Time TrackingYes
Integration with QuickbooksYes
Digital InvoicingYes

Service Fusion aims to be the top contender for your HVCAC software solution. While they have a ways to go to top the likes of HouseCall or Jobber, they are making great strides. The only thing really holding them back at the moment is the pricing of their features (more on this below).

What you do get, though, is a full-fledged software solution that takes you from customer call to billing and payment. You get live communications and the options to have technician and customer facing mobile apps, something no one else is offering at the moment.

Your field techs are tracked with the software and not their mobile device, and you can dispatch or change jobs at any time on the software dashboard.

One of the greatest features offered by Service Fusion is the customer facing side. Not only will your customers get to see progress and understand their bill in real-time, but they can interact, approve and schedule, becoming a part of your team without even knowing it.

Usage, Setup, and Support

The setup of the software isn’t as easy as some of the others on this list, though it isn’t as difficult as it may seem at first. Because there are a lot of moving parts, it can get overwhelming. The staff at Service Fusion is there with you the entire time, though.

Once you have the system up and running it only takes a few jobs to learn how it functions and to see the true benefit it offers. The free trial time will allow you to fine-tune your needs and expectations so when you do start paying your subscription fees it will be second nature for you.

Pricing Plans

Like a lot of the software bundles out there, Service Fusion focuses their tiers on the features you need, not the number of employees you have. All tiers come with unlimited number of users, so you won’t have to worry about adding more later or paying for technicians that no longer work with you.

The Starter plan is $99 per month and includes all of the basic software solutions you may need. From there you can upgrade to the Plus plan at $199 per month. This plan increases the included features giving you photo and video uploads and real-time communications with your staff and customers.

The Pro plan is $349 per month and includes the digital signatures for invoicing and a customer facing mobile app.

All other features are paid for in addition to these fees. This is great if you want to pick and choose your add-ons, but can become quite expensive paying for additional features that others include with the monthly cost. Be sure to look over all the features and their costs before you commit to anything being sold to you.

Pros

  • Easy to use from all sides
  • Customer focused software

Cons

  • Add-on features are a-la-carte style.
Free DemoYes 14 days (Must request)
Service Route OptimizationYes
GPS TrackingYes
Built-In Communication FunctionsYes
Employee Time TrackingYes
Integration with QuickbooksYes
Digital InvoicingYes

Field Force Tracker is known all over the world and holds many titles for “best of” software in a few categories. The downside to the whole thing is the learning curve it takes to master using the software. However, once you understand how it all works together, it will be one of the best purchases you can make for your company.

The system integrates well with other software such as Quickbooks and email clients to help you get the most out of customer satisfaction. With digital invoicing you never have to worry about missing a payment or a scheduled job.

There is even an API front end that allows you to fully customize your experience and take the software to places you need it to go (if it doesn’t handle it already). You can create jobs, work orders, invoices and billing right from the dashboard.

It also allows you to track your team in real-time, change dispatching or update new jobs as they come onboard. Everyone plugged into the system will know what is expected, and you will get to watch the completions happen in real-time.

Usage, Setup, and Support

As stated, the usage of the program takes some getting used to, but setup is trivial at best. Only a few minutes is all you need to be up and running; the rest will depend on how quickly you can grasp the concepts of the software performances.

Support is available, though it isn’t the greatest. The team at Field Force Tracker does their best to get you up to date on track without much hassle; you may just have to exercise your patience more than most.

Pricing Plans

The pricing structure is straight forward. If you have less than 25 team members you will pay $14.99 per user per month. This cost, however, is only for the basic essentials. Each add-on, additional feature unlocked or other services needed will add to the cost. The system will take you through the sign-up process and give you a final cost per user before you pay, though.

If you have more than 25 users, you will need to contact Field Force Tracker for a quote that will cover the number of users you plan to have and the features you need to run.

Pros

  • Simple pricing with no surprises
  • Can be all inclusive

Cons

  • Not the most intuitive design
Free DemoYes
Service Route OptimizationYes (manual)
GPS TrackingYes
Built-In Communication FunctionsYes
Employee Time TrackingNo
Integration with QuickbooksYes
Digital InvoicingYes

Commusoft is a smaller software company designed to keep you on track and profitable. While they aren’t the biggest name in the game, they are one of the best. Everything about this system is simple, from setup and invoicing to estimates, and communications.

The software provides you with a professional appearance, from creating customized invoices to putting your business logo on everything the customer sees. You can fully control the entire process right from a single dashboard.

The GPS tracking is one of the best features. When a new job is created, you will see a list of nearby technicians and their current status. This will allow you to assign the job to the best qualified tech, the closest to the location, or any other factor you desire.

Once assigned, the technician will get an SMS message letting them know of the new job and its details. Your customers also stay in the loop with real-time communications when needed.

Usage, Setup, and Support

Everything about Commusoft is cloud based, so set up entails a simple process of answering a few questions and logging in. Once done, you can begin learning the system, which can be accompanied through the live demo and support of the Commusoft staff.

No question goes unanswered, and you will feel at home with the simple, user-friendly interface. If you ever do run into a problem, Commusoft has an extensive knowledge base and FAQs section to help you get the answer you need quickly.

Pricing Plans

There are several pricing plans and tiers based on your needs. From small businesses to world-wide enterprises, Commusoft has a solution. There are common tiers, such as Paperless and Automation that include the basic features and add-ons for a per user, per month pricing.

However, the real gem is that Commusoft is extremely flexible. A simple phone call will have you set up and ready to go with exactly the services, features and abilities you need. All at a price that is structured just for you.

Pros

  • Flexible pricing with a 1-year contract
  • Simple software to use and learn

Cons

  • Training sessions are expensive

HVAC Software Pricing

Pricing for this type of software is one of the most confusing aspects of the entire process. Let’s try to ease that burden a bit.

In general, there are three payment options offered by the various software vendors. Some will have a one-time payment that includes updates and upgrades for a period of time (usually 1 year). You may also find that you pay either monthly or annually.

For the subscription payments, the cost will have a flat rate for the basic plan, though you may also find tiered plans. Here you get the software and may find limits on things such as number of users, or total number of devices the software connects to.

Once you have selected your base version, number of users and whether you are paying monthly or once a year, you will also have add-on options. These options will vary by software and capabilities, but can include things like Quickbooks integration, online cloud storage, backups or adding additional users.

Going through each option upfront will allow you to get a better idea of what you need from the service. Remember, it is generally easier to remove unused add-ons later than it is to add them in the future after your team is used to the current set up.

Frequently Asked Questions

Are there any free HVAC software options?

You can find pieces of software features online for free such as cost calculators and some banking or financial solutions. However, for a true software solution either for financial, customer management or technician tracking, you will need to pay a monthly, yearly or one-time subscription fee.

What is the best HVAC software for small businesses with less than 10 employees?

There are several software solutions for smaller businesses. Jobber doesn’t have a member limit and is an all-inclusive format for use by reception, techs, and field agents. Another popular option is Commusoft. If you have more than three techs, this software will help you get everything organized, it also works on PC and Mac as well as iOS and Android mobile devices, plus it has multiple integration options such as Quickbooks and Mailchimp.

What is the best software for HVAC businesses with more than 10 employees?

For medium to large-sized businesses, you may want to expand your search a bit. There are several cloud-based and computer software solutions available to meet all of your needs. FieldPulse and HouseCall Pro are two of the top-rated solutions for businesses with more than 10 technicians or employees who will use the software. Their additional features and add-ons are going to cost a little more but are well worth the upfront cost.

How do I know which software is best to use for my HVAC company?

The best HVAC software for your company is going to be the one (or ones) that offer you the most thorough solutions for the lowest cost. While you can find all-inclusive software that will do almost everything, it may be more cost effective for you to find two or even three solutions that focus on various aspects and have a lower monthly fee overall.

Conclusion

When it comes to keeping tabs on your employees, technicians, and finances, the best HVAC software goes a long way. While there are a lot of choices out there for you, we hope this article made that decision a little easier.

If you are still on the fence, we recommend that you give FieldPulse a try. With a 14-day free trial, you honestly have nothing to lose.

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