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Best HVAC Software Providers

September 19, 2018

12:41 pm

Repairing air conditioners is not a job you can take lightly. Between servicing homes with elderly residents and office buildings with fidgety workers, HVAC businesses need to be on top of every aspect of their business to avoid disappointing their notably sweaty clientele. Equally, if someone’s heat goes out, there’s no room for frozen workflows in a freezing environment.

Fortunately, the right HVAC software will make everything from scheduling jobs to accepting payments easier than ever before.

Read on to learn more about some of the best HVAC software providers on the market, so you can take care of your customers right away.

Best HVAC Software Providers

We’ve outlined the key features, pros and cons of all the HVAC software options below, to help you choose the right one for running your business.

The Best HVAC Software Providers include:

Housecall Pro Logo HouseCall Pro

HouseCall Pro Reporting

There’s no ifs, ands, or buts about it; HouseCall Pro is one of the best overall field service management softwares out there today. With dozens of helpful features, thorough reporting and analytics, and a simple design that is easy to use no matter how much training you have, this will be the perfect solution for your HVAC business to thrive. Primary features include:

  • Scheduling & Dispatching
  • Invoicing, Estimates, and Payment
  • GPS Tracking
  • Analytics Reporting
  • Customer-Employee Communication
  • Quickbooks Integration
  • Live Chat Customer Support
  • Mobile Options

You really can’t go wrong with HouseCall Pro. It covers a wide range of industries, so you know their experience with managing and improving businesses is unmatched. Plus, with marketing options, you’ll be able to lockdown new and repeat customers without wasting too many resources. The only downside of this software is the lack of a route optimization feature, but hey, you can’t have it all.

Service Fusion Service Fusion

Service Fusion Scheduling and Dispatch

There are few HVAC softwares that are as user-friendly as Service Fusion, in overall usability or affordability. It can be found at or near the top of almost every review based ranking list for field service softwares, and that’s saying something. This innovative, intuitive software can help your HVAC business thrive with simple organizational tools and helpful features, including:

  • Scheduling & Dispatching
  • Invoicing, Estimates, and Payment
  • GPS Tracking
  • Analytics Reporting
  • Customer-Employee Communication
  • Quickbooks Integration
  • Live Chat Customer Support
  • Mobile Options

As one of the highest rated field service softwares on the market, Service Fusion doesn’t mess around when it comes to improving productivity. Plus, with no hidden fees or contracts, you’ll pay what you’re quoted when you use the service, rather than an over-inflated bill for a service you didn’t even end up using.

ThermoGrid Logo ThermoGRID

ThermoGRID Job Dispatching

Larger companies have the resources, but small HVAC software providers have the care and focus you need to make sure your business runs smoothly. ThermoGRID isn’t the biggest operation, but they make up for it with a dedicated team of experts that will make sure this software does everything you need it to do for your business. Primary features include:

  • Scheduling & Dispatching
  • Invoicing
  • GPS Tracking
  • Analytics Reporting
  • Customer Call Center
  • Mobile Options

As a smaller company, ThermoGRID is missing a few key features, like payments options and Quickbooks integration, but as mentioned above, it should not be dismissed as a lesser option. It can do most of what competitors can do, and comes in at a much lower price.

mHelpDesk Logo mHelpDesk

mHelpDesk Lead Management View

Along with HouseCall Pro and Service Fusion, mHelpDesk is one of the most popular HVAC softwares on this list. Founded by two former Lockheed Martin engineers, this highly rated software is the heavy duty solution that small to medium sized businesses need to grow. You’ll be able to truly take care of everything from one place, thanks to a bevy of in-depth features, including:

  • Scheduling & Dispatching
  • Invoicing, Estimates, and Payment
  • GPS Tracking and Route Optimization
  • Analytics Reporting
  • Customer-Employee Communication
  • Quickbooks Integration
  • Live Chat Customer Support
  • Mobile Options

Simply put, mHelpDesk has the most features of any software on this list. Not only does it house these many features, but the thorough nature of each facet of the platform allows you to really dive deep into growth hacking your HVAC business. Yes, it’s going to cost a little bit extra, but it’s undeniably worth it if you have the resources.

FieldEdge Logo FieldEdge

FieldEdge Dispatch Board

Longevity is the key to success in the HVAC industry. If you can’t manage your team well enough to make repeat customers a priority, you’re going to have trouble making an impact. Fortunately FieldEdge is designed to keep your entire business organized and efficient so getting the job done is as easy as a few simple clicks. Primary features include:

  • Scheduling & Dispatching
  • Invoicing, Estimates, and Payment
  • Analytics Reporting
  • Customer Management Platform
  • Quickbooks Integration
  • Live Chat Customer Support
  • Mobile Options

While FieldEdge is on the more affordable end of the HVAC software spectrum, it’s not nearly as robust as some of the other software on this list, most notably lacking an GPS tracking or route optimization for technicians in the field. Compared to mHelpDesk, for example, the price is lower, but you’re sacrificing some seriously important features. Many users insist that newcomers should try out a demo before buying to make sure the software isn’t missing any features you might deem necessary for your business.

ServiceTitan Logo ServiceTitan

ServiceTitan Dispatch Board

In the same way your customers trust you to maintain and repair HVAC appliances, you have to be able to trust an HVAC software provider to be there when you need them. Fortunately, ServiceTitan comes with the expertise of handling 50,000 contractors on their platform, while providing cloud-based software that can make your business more productive. Primary features include:

  • Scheduling & Dispatching
  • Customer Financing
  • Analytics Reporting
  • Customer Portal
  • Quickbooks Integration
  • Live Chat Customer Support
  • Mobile Options

Much like HouseCall Pro, ServiceTitan is somewhat unique, in that they offer marketing tools within their software. You’ll be able to create, launch, and track campaigns within the platform, so you’ll be able to find out what is working and what isn’t when it comes to marketing. However, their limited payments options means you’ll have to decide how important a robust payment software is for your business.

Wintac Logo Wintac

Wintac Customer Manager

Setting up a new software isn’t always easy, particularly for a business that really needs one. Fortunately, Wintac is one of the most comprehensive softwares on the list, so you can navigate every aspect of your HVAC business from a single platform. Plus, with 25 years of experience in the service business you know you’re getting a quality software. Primary features include:

  • Scheduling & Dispatching
  • Invoicing and Payment
  • GPS Tracking
  • Customer-Employee Communication
  • Quickbooks Integration
  • Email Customer Support
  • Mobile Options

While Wintac provides a wide range of features, helpful customer support options, and a simple interface, many users do have one primary complaint: speed and connectivity. There are a number of reviews on popular sites that cite Wintac’s latency issues and error messages as a huge hinderance to business as usual. However, with low prices and plenty of features, it might be worth the risk if you have a solid WiFi connection or stellar cellular reception.

ServMan Logo ServMan

ServMan Service History

Last but not least, Servman is a quality HVAC software with its fair share of pros and cons. Firstly, it’s very easy to learn and comprehensive to use, so a lot of training won’t be necessary for new users. Plus, with a wide range of features, you’ll be able to make an impact on your small business. Primary features include:

  • Scheduling & Dispatching
  • GPS Tracking and Route Optimization
  • Customer-Management Communication
  • Phone-Email Customer Support
  • Mobile Options

Now for the cons. Without payments options available in the software, you’ll need a third party system to get the job done. To make matters worse, users have insisted it’s incredibly difficult to manage this migration. Additionally, their customer support system is a bit convoluted, with users needing to call and email to solve the problem. However, the price is also on the lower end, so if you need a budget software for your HVAC business, ServMan might be the one for you.

Compare HVAC Software Prices

As you can see, HVAC software comes in all shapes and sizes, and deciding which one is right for you doesn’t have to be an arduous chore. Whether you’re a small business just starting out or a huge company looking to organize their work processes, these software can get the job done.

Now that you know a little more about some of the best HVAC software on the market, there’s only one thing left to do: get a price quote. Knowing exactly how much such software will cost your business can make a huge difference when it comes to making a buying decision.

Use Tech.Co's free tool to compare Field Service Software prices.
Find the best deal to help you improve your business operations.

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Conor is a writer, comedian and world-renowned sweetheart. As the Assistant Editor and Writer at Tech.Co, he’s written about everything from Kickstarter campaigns and budding startups to tech titans and innovative technologies. His background in stand-up comedy made him the perfect person to host Startup Night at SXSW and the Timmy Awards for Tech in Motion. In his spare time, he thinks about how to properly pronounce the word "colloquially." Conor is the Assistant Editor and Writer at Tech.Co. You can email him at conor@tech.co.

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