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ServiceTitan — free trial, no credit card
Best HVAC Software (2026)
We compared the top field service platforms specifically for HVAC contractors — not generic reviews, not pay-to-play rankings. Real pricing, real trade-offs, matched to where your business actually is right now.
By MyContractorTools Editorial Team · Reviewed May 2026
Hands-on testing across 13 trades. Pricing verified directly with vendor sales teams.
How we tested these platforms
- Created free trial accounts on each platform listed (no paid placement)
- Configured a simulated hvac business with sample customers, jobs, and invoices
- Walked through the actual contractor workflow: estimate → schedule → dispatch → invoice → report
- Verified pricing directly with each vendor's sales team in May 2026
- Cross-referenced features with contractor discussions on Reddit, Capterra, and G2
- Refreshed pricing and rankings when vendors release major updates
| # | Software | Best For | Price | Rating |
|---|---|---|---|---|
| 1 | ServiceTitan | Established HVAC companies ($1.5M+ revenue, 15+ techs) | $250–$500+ | 5/5 |
| 2 | Housecall Pro | Growing HVAC shops (3-15 techs) that want simplicity + financing | $69–$149 | 4/5 |
| 3 | Jobber | Solo techs and small HVAC shops (1-5 employees) wanting clean simplicity | $29–$99 | 4/5 |
| 4 | FieldPulse | Mid-size HVAC shops that want a pricebook without the ServiceTitan price tag | $99–$199 | 4/5 |
| 5 | GorillaDesk | Budget-conscious HVAC startups and HVAC/pest control combo businesses | $49–$149 | 4/5 |
| 6 | Workiz | HVAC companies that rely heavily on phone leads and want built-in call tracking | $65–$225 | 4/5 |
| 7 | ServiceM8 | Small HVAC shops on iOS wanting a polished, low-volume alternative to Jobber ($0-$300K revenue, 1-4 techs) | Free–$349 | 4/5 |
Which Software Fits Your HVAC Business Right Now?
Most review sites tell you to pick software based on “small vs. large.” That is useless. A solo tech running $120K in revenue has completely different needs than a 4-truck shop doing $400K. Here is how to think about it based on where you actually are:
Solo Tech / Startup
$0-$150K revenue
You are answering the phone, running calls, writing invoices, and doing your own books. You need simple scheduling and invoicing that does not eat your evenings. Do not overspend here — every dollar matters.
Best fit: Jobber ($29/mo) or Housecall Pro ($69/mo)
Small Crew
$150K-$500K revenue, 2-5 techs
Dispatching matters now — you cannot keep track of 3-5 techs with a whiteboard. You need a mobile app your guys can actually use on the job site. Quoting becomes important because you are sending more estimates and cannot afford to lose half of them.
Best fit: Housecall Pro ($69-149/mo) or FieldPulse ($99/mo)
Growing Operation
$500K-$1.5M revenue, 6-15 techs
A flat-rate pricebook matters now — it increases average tickets 15-25% and eliminates pricing inconsistency between techs. Maintenance agreements become your main profit driver. You need reporting to know which techs are profitable and which jobs lose money.
Best fit: FieldPulse ($99-199/mo) or ServiceTitan ($250+/mo)
Established Company
$1.5M+ revenue, 15+ techs
Marketing analytics, call tracking, advanced dispatching with skill matching, and a full pricebook are non-negotiable. You are spending $10K-50K/mo on marketing and need to know which channels actually produce revenue. This is ServiceTitan territory.
Best fit: ServiceTitan ($250-500+/mo)
A Day in the Life: ServiceTitan vs. Jobber
Feature lists do not tell you what it actually feels like to use this software every day. Here is the same Tuesday in July — peak AC season — at two different HVAC shops. One runs ServiceTitan, the other runs Jobber.
7:00 AM — Dispatching the Day
ServiceTitan
Dispatcher opens the drag-and-drop board showing 8 calls. The system flags drive times between stops, highlights which techs are EPA 608 certified for refrigerant work, and suggests an optimized route. She drags jobs onto tech schedules in 10 minutes.
Jobber
Office manager opens the calendar view with 8 calls to assign. She manually checks each tech’s schedule, eyeballs the map for drive times, and remembers which techs can handle commercial units. Assignments take 20-30 minutes and sometimes the routing is not ideal.
9:00 AM — Tech at First Call (AC Not Cooling)
ServiceTitan
Tech opens the pricebook on his tablet. Diagnoses a failed capacitor. He taps the repair code, and the system shows the homeowner three options: Good (capacitor only, $289), Better (capacitor + contactor, $449), Best (full electrical service + capacitor + contactor, $689). Photos and descriptions included. The customer picks Better.
Jobber
Tech diagnoses the same capacitor issue. He opens Jobber, creates a new estimate from scratch, types in line items and prices from memory (or calls the office to check the price list). Sends one option to the customer. No visual presentation, no good/better/best.
11:00 AM — Customer Approves the Repair
ServiceTitan
Tech taps “Approved,” selects parts from inventory, completes the work, and the invoice auto-generates from the pricebook. Customer signs on the tablet and pays by card. The office sees it instantly. If the customer cannot pay the full amount, the tech can offer financing on the spot.
Jobber
Tech converts the estimate to an invoice, manually adjusts line items for the actual work done, and processes the customer’s card through Jobber Payments. Simple and it works — but every step is manual.
5:00 PM — End of Day
ServiceTitan
Owner opens the dashboard. Revenue per tech, average ticket size, close rate on estimates, which Google Ads campaign generated today’s calls, membership renewal pipeline for next month. She knows exactly where the business stands.
Jobber
Owner sees total revenue for the day and a list of completed jobs. She can check which quotes are outstanding. Clean and simple — but no marketing attribution, no per-tech profitability, no membership tracking.
The Bottom Line
ServiceTitan is more powerful at every step — but you are paying 5-10x more for it. A 5-tech shop on Jobber spends about $1,200/year. The same shop on ServiceTitan spends $7,000-8,000 in Year 1 (including onboarding). At $1.5M+ in revenue, ServiceTitan’s pricebook and marketing analytics easily pay for themselves. At $200K in revenue, they are an unnecessary expense.
HVAC-Specific Features That Actually Matter
Most FSM platforms are built for general field service. Here are the features that matter specifically for HVAC contractors — and which platforms actually have them.
Flat-Rate Pricebook
A flat-rate pricebook means your techs present pre-set prices by repair code instead of guessing or calling the office. Industry data consistently shows shops that switch to flat-rate pricing see average ticket increases of 15-25% because techs present good/better/best options instead of a single quote.
Maintenance Agreement Management
Recurring maintenance agreements are the single biggest profit driver in residential HVAC. A good agreement base means predictable revenue, pre-sold work in slow seasons, and customers who call you first instead of Googling. Your software should auto-send renewal reminders, schedule seasonal tune-ups, and track billing.
Refrigerant Tracking
EPA Section 608 requires logging refrigerant usage — type, amount added, amount recovered, and disposal. Most HVAC shops track this on paper or spreadsheets. A handful of platforms let you log it per job so you have a digital record for compliance.
Equipment Tracking by Address
Linking specific equipment (model, serial number, install date, warranty status) to a customer address means your tech knows what unit is at the property before they arrive. They can check service history, see past issues, and bring the right parts. Critical for commercial HVAC where a building might have 10+ units.
Seasonal Dispatch Flexibility
HVAC has two rush seasons: summer AC and winter heat emergencies. During July, you might run 50-80 calls a day with every tech maxed out. In October, you are scheduling tune-ups two weeks ahead. Your dispatching needs to handle both extremes — priority queuing for emergencies, and efficient batch scheduling for maintenance season.
ServiceTitan
$250–$500+
per month
Best for: Established HVAC companies ($1.5M+ revenue, 15+ techs)
Pros
- +Industry-leading flat-rate pricebook with good/better/best presentation — techs show options on a tablet and average tickets jump 15-25%
- +Drag-and-drop dispatch board with drive time estimates and tech skill matching (certified vs. non-certified techs)
- +Marketing ROI tracking ties every inbound call to the ad that generated it — know your exact cost per lead by channel
- +Membership module automates maintenance agreement renewals, seasonal reminders, and billing — recurring revenue on autopilot
- +Dedicated onboarding project manager walks your entire team through setup over 2-3 months
Cons
- −Requires multi-year contract — you are locked in, and canceling early is expensive
- −Onboarding takes 2-3 months and requires ALL techs to attend training sessions (plan for lost billable hours)
- −Overkill for shops under 10 techs — you will pay for features you never touch
- −Base price is per-tech, so costs scale fast: a 10-tech shop can easily hit $400-500/mo before add-ons
- −Steep learning curve — expect 4-6 weeks before your team is comfortable, longer for dispatchers
Key Features
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Housecall Pro
$69–$149
per month
Best for: Growing HVAC shops (3-15 techs) that want simplicity + financing
Pros
- +Most techs learn it in a single day — lowest training overhead of any platform we reviewed
- +Wisetack consumer financing built in — huge for $5K-15K AC replacements (75% of customers who cannot pay cash say yes with financing options)
- +Online booking lets homeowners self-schedule, reducing CSR call volume by 20-30%
- +Real-time GPS dispatching with arrival time notifications sent automatically to customers
- +Solid QuickBooks two-way sync that rarely breaks
Cons
- −No built-in flat-rate pricebook — techs build estimates manually or you upload a PDF price list
- −Reporting is surface-level: revenue and job counts, but no per-tech profitability or marketing attribution
- −Customer support response times slow down during summer peak season — exactly when you need help most
- −Limited maintenance agreement automation compared to ServiceTitan or FieldPulse
- −No equipment history tracking — techs cannot see what unit is at a property before arriving
Key Features
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Jobber
$29–$99
per month
Best for: Solo techs and small HVAC shops (1-5 employees) wanting clean simplicity
Pros
- +Cleanest interface in the category — if you hate software, you will hate this the least
- +Quote follow-up automation sends reminders to customers who have not responded, recovering 10-15% of lost quotes
- +Client hub lets homeowners approve quotes, pay invoices, and request service online
- +Starts at $29/mo for a single user — lowest real entry price for a capable FSM tool
- +Batch invoicing saves hours for shops running maintenance agreement tune-ups
Cons
- −NOT HVAC-specific — it is a general field service tool used by landscapers, cleaners, and everyone else
- −No flat-rate pricebook at all — every estimate is built from scratch
- −Dispatching is a basic calendar view with no drive time optimization or tech skill matching
- −No equipment tracking — you cannot link a Carrier 25VNA8 to 123 Oak St and see its full service history
- −Limited inventory management — no real-time parts tracking or purchase order flow
Key Features
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FieldPulse
$99–$199
per month
Best for: Mid-size HVAC shops that want a pricebook without the ServiceTitan price tag
Pros
- +Built-in flat-rate pricebook at $99/mo vs ServiceTitan at $250+ — similar functionality at 40% of the cost
- +Customizable multi-option estimates with good/better/best presentation on mobile
- +Maintenance agreement module with auto-billing and seasonal scheduling reminders
- +Inventory tracking with parts-to-job linking — know exactly what went into each repair
- +Responsive support team — real humans who typically reply within an hour, not days
Cons
- −Smaller user community means fewer YouTube tutorials, Facebook groups, and peer support
- −Mobile app occasionally lags or crashes on older Android devices — improving but not bulletproof yet
- −Fewer third-party integrations: no native connection to popular marketing tools or call tracking platforms
- −No built-in consumer financing option like Housecall Pro's Wisetack integration
- −Reporting is adequate but not as deep as ServiceTitan — no marketing attribution or call-source tracking
Key Features
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GorillaDesk
$49–$149
per month
Best for: Budget-conscious HVAC startups and HVAC/pest control combo businesses
Pros
- +Month-to-month pricing with no long-term contracts — cancel anytime if it is not working
- +Chemical/refrigerant tracking built in — log EPA-required refrigerant usage per job without a separate spreadsheet
- +Simple route optimization helps solo techs and small crews minimize windshield time
- +Good fit if you run HVAC + pest control and want one platform for both service lines
Cons
- −Not built for pure HVAC — originally a pest control platform, so HVAC-specific features are an afterthought
- −Reporting is basic: job counts and revenue, but no tech performance metrics or profitability analysis
- −No flat-rate pricebook — estimates are manual
- −Limited automation: no quote follow-ups, no maintenance agreement auto-renewals
- −Smaller development team means slower feature updates compared to VC-backed competitors
Key Features
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Workiz
$65–$225
per month
Best for: HVAC companies that rely heavily on phone leads and want built-in call tracking
Pros
- +Built-in VoIP phone system with call recording and tracking — know which ads drive calls without a third-party tool
- +Lead management pipeline shows every inquiry from first call to closed job — nothing falls through the cracks
- +Online booking widget embeds on your website and Google Business Profile for 24/7 scheduling
- +Team communication features reduce the back-and-forth texting between office and field
Cons
- −No built-in HVAC pricebook — same manual estimate process as Jobber and Housecall Pro
- −Interface can feel cluttered because they pack phone, scheduling, CRM, and invoicing into one screen
- −VoIP phone system adds $20-30/mo per line on top of the base subscription
- −Weaker maintenance agreement management compared to ServiceTitan or FieldPulse
- −Smaller HVAC-specific user base — most Workiz users are in locksmith and appliance repair
Key Features
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ServiceM8
Free–$349
per month
Best for: Small HVAC shops on iOS wanting a polished, low-volume alternative to Jobber ($0-$300K revenue, 1-4 techs)
Pros
- +Pricing scales with job volume, not user count — a 3-tech HVAC shop doing ~80 jobs/mo pays roughly $79/mo, well below Jobber or HCP at the same team size
- +Genuinely beautiful iOS app that techs actually enjoy using — job cards, checklists, photos, and customer signatures flow through one clean screen with no training overhead
- +Quotes and invoices look professional out of the box without template fiddling — branded PDFs land in the homeowner’s inbox within 30 seconds of finishing the service call
- +Free tier (up to 20 jobs/mo) is actually usable for solo HVAC operators starting out — no upsell pressure, no credit card required to start
- +Job diary auto-logs every photo, email, text, and time entry against the job card — creates a complete service history on every unit without extra admin work
Cons
- −iOS-only for field techs — if any of your crew carries an Android phone, ServiceM8 is a non-starter, period
- −No built-in HVAC pricebook or flat-rate library — you build every quote from scratch, same limitation as Jobber and HCP
- −Weak maintenance agreement management — fine for repair tickets, but not the tool if recurring tune-up programs are your core revenue stream
- −Smaller US user base than Jobber or HCP — fewer YouTube tutorials, fewer peer support groups, support leans Australia timezone
- −Reporting is basic — job counts, revenue, and tech stats, but no deep margin or per-service profitability analysis
Key Features
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How to Choose the Right Software
Real Cost Analysis (Not Just Sticker Price)
Monthly subscription is only part of the cost. Here is what a 5-tech HVAC shop actually pays on each platform in Year 1:
Jobber (Core plan, 5 users)
$99/mo = $1,188/year. No onboarding fee. Self-service setup in 1-2 days. Payment processing at 2.9% + $0.30 per transaction.
Housecall Pro (Essentials, 5 users)
$149/mo = $1,788/year. No onboarding fee. Setup in a few days with their guided onboarding videos. Payment processing included.
FieldPulse (5 users)
~$149/mo = ~$1,788/year. No onboarding fee. Includes pricebook functionality that would require ServiceTitan at 2-3x the cost.
ServiceTitan (5 techs)
~$250/mo base + ~$150/mo for additional tech licenses + $3,000 onboarding fee = ~$7,800 in Year 1 ($4,800/year after that). Multi-year contract required.
When ServiceTitan’s Price Makes Sense
ServiceTitan’s pricebook typically increases average ticket by $200-500 per call. If your shop runs 20 calls per week, that is an additional $200K-500K in annual revenue. At that scale, the $4,800/year subscription pays for itself in the first week. The math works when you are big enough — it does not work at 5 calls a day with a $300 average ticket.
Other Factors to Weigh
- Mobile app reliability: Your techs live on their phones in attics and crawl spaces with one bar of signal. Ask for a trial and test the app in airplane mode — if it does not cache job data offline, it will fail you on-site.
- QuickBooks integration: Unless the platform has built-in accounting (most do not), seamless two-way QuickBooks sync is non-negotiable. Test this in the trial — broken syncs create bookkeeping nightmares.
- Consumer financing: If you do AC replacements ($5K-15K+), consumer financing is a revenue multiplier. Housecall Pro has Wisetack built in. ServiceTitan partners with GreenSky and Wisetack. For other platforms, you will use a standalone financing tool.
- Switching costs: Moving platforms means migrating customer data, retraining your team, and 2-4 weeks of reduced productivity. Get it right the first time, or at least pick a platform you can grow into for 2-3 years.
- Contract terms: ServiceTitan requires a multi-year commitment. Jobber, Housecall Pro, and FieldPulse offer month-to-month or annual plans. If you are trying FSM software for the first time, start with a platform that lets you leave if it does not work out.
Frequently Asked Questions
I am a one-truck HVAC shop doing $100K. What software should I use?
Jobber at $29/mo. It handles scheduling, invoicing, and quoting without overwhelming you. You do not need dispatching, a pricebook, or marketing analytics yet. Housecall Pro at $69/mo is also solid if you want online booking from day one. Do not spend more than $100/mo on software at this stage.
When should I switch to ServiceTitan?
When you hit 10+ techs and $1M+ in revenue, and you are spending at least $5K/mo on marketing that you cannot track. That is when ServiceTitan's pricebook, marketing attribution, and advanced dispatching start paying for themselves. If you are not there yet, you will be paying for features that sit unused.
Is ServiceTitan worth the cost for a 5-tech shop?
Usually not. At 5 techs, you are looking at $7,800 in Year 1 vs. $1,200-1,800 on Jobber or Housecall Pro. ServiceTitan's pricebook is the main draw, but FieldPulse offers similar pricebook functionality at $99-199/mo with no multi-year contract and no $3,000 onboarding fee. Consider FieldPulse as the middle ground.
Do I need HVAC-specific software or can I use a general FSM tool?
For most shops under $500K, a general FSM tool (Jobber, Housecall Pro) works fine. You only need HVAC-specific features — pricebook, equipment tracking, maintenance agreements, refrigerant logging — when you are doing flat-rate residential service at scale or managing a larger fleet. If you are doing mostly install work or commercial, general tools can carry you further than you think.
What about consumer financing for AC replacements?
Consumer financing is critical if you sell AC replacements over $5K. Housecall Pro has Wisetack built in, making it the easiest option. ServiceTitan integrates with GreenSky and Wisetack. For other platforms, you can use Wisetack, GreenSky, or Synchrony as a standalone tool — your tech just shares a link or scans a QR code. Financing typically increases close rates by 15-25% on big-ticket jobs.
Can I switch software later without losing data?
Most platforms let you export customer data, job history, and invoices as CSV files. But switching is still painful: you lose saved templates, custom workflows, and your team's muscle memory. Expect 2-4 weeks of reduced productivity during any transition. The best move is to pick a platform you can grow into for at least 2-3 years. If you are at $200K and growing fast, it may make sense to start on FieldPulse now instead of Jobber, even if Jobber is cheaper, so you do not have to switch again at $500K.
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