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Best HVAC Software Providers

May 10, 2019

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. You can get a free quote today, using our dedicated tool to help you find the right provider.

Top 10 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 are:

Scroll horizontally to view full table on mobile devices

 

HouseCall ProService FusionVerizon Connect Field Service DispatchThermoGRIDmHelpDeskFieldEdgeServiceTitanCoolfrontSmart ServiceWintac
Housecall Pro LogoService Fusion LogoVerizon logoThermogrid Logo

mHelpDesk Logo

FieldEdge Logo

ServiceTitan Logo

CoolFront Logo

Smart Service Logo

Wintac Logo

Free demo?

ProsCovers wide range of industries, great selection of marketing options to help lockdown new and repeat customers One of the highest rated field software solutions available. No hidden fees or contractsIndustry-leading features including a live map and CRM tools, with good supportGood feature set, including GPS tracking and analytics reporting, and competitively priced tooHighly rated by users. Feature set is expansive and offers a full package with plenty of in-depth featuresMore affordable than some of its competitors, FieldEdge is designed with simplicity in mindWith 50,000 contractors on the platform, ServiceTitan is well trusted. Its customer portal and analytics could be a huge boon to your companyMobile-focused, Coolfront's flat rate is appealing to users, as well as its integration with popular software packagesA comprehensive field service solution, Smart Service offers a huge range of features in its package for businesses of all sizesA long established company with 25 years experience, Wintac's offering is thorough, and allows you to control every aspect of your HVAC business
ConsNo route optimization featureLacks some integration with popular productsIntegrated with Verizon Connect Reveal fleet management, so not the cheapestMissing some key features, like payment options and Quickbooks integrationYou're going to pay for such a complete solution – it's pricier than some competitorsMissing some key features which you might not be able to do withoutLimited payment options may have a negative affect on how you do your business.Missing some key features that you may expect, such as a routing option.The features may be slightly too much for small businesses, but it is easy to customize.Some reviewers have stated that the software's latency issues and errors can be frustrating

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Housecall Pro Logo HouseCall Pro for HVAC

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 Logo Service Fusion for HVAC

Service Fusion Calendar

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.

Verizon logo Verizon Connect Field Service Dispatch for HVAC

Verizon Connect Reveal Dispatch

Verizon Connect is a big name in vehicle tracking, and its field service solution, Verizon Connect Field Service Dispatch, was designed with HVAC businesses in mind. With it, small and medium-sized operations can dispatch technicians, track all past and active jobs, communicate smoothly, and even use CRM tools to quickly and easily address customer concerns. Primary features include:

  • Scheduling & Dispatching
  • GPS Tracking
  • Analytics Reporting
  • Customer Profiles and CRM tools
  • Live Map
  • Mobile App for Technicians

The service is only available as an add-on to the company’s core vehicle tracking service Verizon Connect Reveal. This could be a plus or a minus, depending on how your HVAC business feels about switching to Verizon Connect Reveal, but does mean it’s a bit more of an investment. The feature set, however, while not exhaustive, offers a more advanced functionality than any other small business field service software. From the live map to the mobile app, you’ll be able to streamline your operations in no time.

ThermoGrid Logo ThermoGRID HVAC Software

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 for HVAC

mHelp Desk Price Estimates

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 Software for HVAC

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 for HVAC

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 for HVAC

Wintac Scheduling

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 hindrance 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.

Smart Service LogoSmart Service for HVACSmart Service Work Order Completed

Smart Service is a comprehensive field service solution that can comfortable accommodate HVAC businesses, thanks to its solid list of features. It's incredibly comprehensive, so you can manage every aspect of your HVAC business from within the software itself. Thanks to the broad nature of the software, should you decide to branch out into other business areas to compliment your HVAC work, this can easily be accommodated.

  • Scheduling & Dispatching
  • Invoicing and Payment
  • Quickbooks Integration
  • Live Chat Customer Support
  • Mobile Options

Smart Service can be integrated with software like QuickBooks, and it also has a free demo available if you want to give it a spin before you buy. There is also a mobile app to help you keep track of orders wherever you are. As the software isn't purely focused on HVAC, you might find that there are some features that you just don't use, although users do appreciate the fact that the software is easy to customize.

CoolFront LogoCoolfront HVAC SoftwareCoolFront Search Function

Establised in 1999, Coolfront is a mobile-focused HVAC software service that helps make sense of your costing and pricing with its flat-rate approach. Aimed at small to mid-sized businesses, Coolfront claim that new users could see a 25% boost in revenue when they start using the software.

    • Scheduling & Dispatching
    • Analytics Reporting
    • Customer Portal
    • Quickbooks Integration
    • Dropbox intergration
    • Mobile Options

Coolfront costs $1.85 per work order created (although generously does offer the first 50 free), and automatically folds this into the price you charge your customer. This process means that there's no separate payment stream to worry about when it comes to using the service. It also intergrates with software such as QuickBooks, DropBox, Google Calendar and PartCart. It's missing some of the nicer ‘quality of life' features of some competitors, such as the ability to call customers directly from the app, and its search function is rather basic. It also doesn't offer a routing option.

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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By clicking to compare, you’ll receive quotes from various suppliers, tailored to the needs of your business. If you enter into a contract with a provider, we may receive a payment for the introduction. This helps Tech.co to provide free advice and reviews. It carries no additional cost to you, and doesn’t affect our editorial independence.

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Conor is the Senior Writer for Tech.co. For the last four years, he’s written about everything from Kickstarter campaigns and budding startups to tech titans and innovative technologies. His extensive background in stand-up comedy made him the perfect person to host tech-centric events like Startup Night at SXSW and the Timmy Awards for Tech in Motion. You can email Conor at conor@tech.co.