Best HVAC software in 2026: seven platforms and a custom option, from one truck to commercial mechanical

HVAC software has more to carry than a calendar. It has to remember the furnace and condenser at every address, bill maintenance members on time, put repair and replacement options in front of a homeowner, and send the closest tech to a no-cool call in July. The seven products below are all sold to HVAC companies today, followed by the custom route. They're ordered by the size of company each one is built around, from the one-truck operator to the commercial mechanical contractor. The order is not a ranking. Every price and feature comes from the vendor's own website as read in October 2026, and where a vendor publishes no prices, we say so. Prices change often, so confirm on the vendor's page before you sign. For the rest of the system a heating and cooling company needs, see our HVAC industry page, which covers the website and phone side.

1. Jobber

Who it suits: one-truck HVAC owners and crews of a few trucks who want quoting, scheduling, invoicing and maintenance visits in one app they can set up themselves. Jobber's HVAC page talks about both residential maintenance and commercial work.

• Pricing: as listed in October 2026, Jobber's pricing page prices a single user like this: Core $29 a month billed annually or $49 month to month, Connect $99 or $139, and Grow $149 or $199. A Plus plan sits above them for teams running more complex operations. Team prices move with headcount, so price your real number of users on the page.
• HVAC features: its HVAC page describes recurring maintenance jobs that get scheduled and invoiced automatically, good-better-best quote options, job costing, and customer financing through a Wisetack integration. On the plan cards, QuickBooks Online sync and automatic quote follow-ups start at Connect, and optional line items and job costing start at Grow.
• Trial and contract: a 14-day free trial with Grow features and no credit card. Billing comes three ways: month to month with no commitment, a 12-month commitment paid monthly, or one annual prepayment that isn't refunded if you quit partway through.
• Demo checks: where a tech records the model, serial number and install date of each unit, and how a two-visit maintenance plan bills and renews on the plan you'd buy.

If you already run on it and it's starting to pinch, our Jobber alternative page covers the usual reasons shops move.

2. Housecall Pro

Who it suits: HVAC companies, from a single truck to a mid-size team, that sell memberships and replacements. Its HVAC page says the software scales from one truck to a team of 50 or more and covers residential and commercial work.

• Pricing: there are two price lists, so read carefully. The general pricing page charges, on yearly billing, $59 a month for Basic with one user, $149 for Essentials with five, and $299 for MAX with eight (each extra user $35). Paid monthly, those become $79, $189 and $329. The HVAC page shows its own price table: $79 a month for Basic (1 user), $299 for Essentials with 5 users ($100 per extra user) and $649 for MAX with 8 users ($75 per extra user), or $229 and $349 for a single user. The page has an annual and monthly toggle, so ask which billing term those figures assume. All figures as listed in October 2026.
• HVAC features: on the HVAC page, Essentials includes a sales proposal tool for good-better-best options, membership plans sold right on the estimate or job, equipment tracking with service history for each property, and flat-rate pricing. Every plan includes access to consumer financing.
• Trial and contract: 14 days of MAX features free with no credit card, and no long-term contract. The pricing FAQ lists card processing from 2.59% and a 1% fee on bank payments.
• Demo checks: which price list your quote comes from, the billing term, and whether memberships and equipment tracking are in the tier you're buying.

3. Workiz

Who it suits: HVAC shops that live on the phone and want phone calls, text threads and the job board under one login. Workiz says its plans fit growing teams, mid-size teams, and multi-location companies and franchises, and its HVAC page covers residential and commercial service.

• Pricing: not published. In October 2026 the Workiz pricing page names Standard, Pro and Ultimate and puts a Request pricing button where a price would go. According to its FAQ, paying yearly works out cheaper than paying month by month.
• HVAC features: the HVAC page lists good-better-best sales proposals, service plans to fill slow months, flat-rate pricebooks, consumer financing, and equipment tracking that stores model numbers, serial numbers, install dates and service history. On the pricing page, service plans, sales proposals, flat rate and equipment tracking appear under Ultimate. Its FAQ says a built-in phone system with call tracking, recording and number masking is offered on all plans, and the plan comparison lists that phone system under Genius Phone, marked sold separately.
• Trial and contract: seven days free, and the trial needs no card on file.
• Demo checks: the Ultimate price for your headcount, since that's where most of the HVAC tools sit, and what the Genius add-ons (Phone, Answering, Marketing) would add to the monthly bill if you want the phone system.

Our Workiz alternative page goes further into its plans.

4. Service Fusion

Who it suits: growing HVAC companies with several techs and a busy office that are tired of paying per seat. Every Service Fusion plan includes unlimited users, so adding a dispatcher or a tech doesn't change the bill.

• Pricing: as of October 2026, Service Fusion charges $245 a month for Starter on month-to-month billing, or $208 a month on a yearly plan; Plus is $382 or $325, and Pro is $627 or $533. The yearly price is collected in a single payment when you sign up.
• HVAC features: its HVAC page lists estimates built from preloaded product and service lines, call sources linked to jobs and estimates, and automatic QuickBooks sync; the pricing FAQ says it works with QuickBooks Online and Desktop. Moving up to Plus brings job costing, inventory, job photo uploads, multiple estimate options and built-in calling and texting. Pro includes eSign documents, the customer web portal and recurring invoicing, all three sold as add-ons on the cheaper plans. The site also lists flat-rate and homeowner financing integrations.
• Trial and contract: every plan is month to month, with 15% off for annual billing, and includes personalized onboarding and support by phone, email or chat. The page offers a demo.
• Demo checks: how a maintenance agreement is built and billed at your tier, and what the flat-rate and financing integrations cost on top.

See our Service Fusion alternative page for where it fits and where it doesn't.

5. FieldEdge

Who it suits: HVAC, plumbing and electrical companies running several trucks with a dispatcher, a flat-rate pricebook and service agreements to renew. FieldEdge's homepage says it's built for multi-truck operations, and its HVAC page pitches small businesses, mid-sized companies and regional operators.

• Pricing: none on the site. As of October 2026 the FieldEdge pricing page lists three tiers (Select, Premier, Elite) with no dollar figures, only Request Pricing buttons. The FAQ ties your price to your technician or employee count and the add-ons you pick.
• HVAC features: every plan lists the pricebook with flat-rate pricing and sync with QuickBooks Online and Desktop. Select gets basic agreements and one-option quotes; Premier and Elite step up to advanced agreements and multi-option quotes. Proposal Pro, for good, better, best and budget options, is included on Elite and call-for-pricing on the other two. Included mobile app licenses run 2, 4 and 6 by plan, and the HVAC page mentions equipment details and service history on each customer record.
• Trial and contract: no free trial. FieldEdge says its onboarding team handles the data transfer and staff training in place of one. You can upgrade anytime, while a downgrade only takes effect once the current contract period ends.
• Demo checks: the contract length, the price of each extra mobile license, and the add-on price for Proposal Pro if you're not on Elite.

Our FieldEdge alternative page lists more questions for that sales call.

6. ServiceTitan

Who it suits: HVAC companies with office staff, a call-booking process and plans to keep adding trucks, in residential, commercial or construction work. The demo request form asks for your tech count and whether you employ at least one office person full time.

• Pricing: you won't find a number. In October 2026, ServiceTitan's pricing page names three packages (Starter, Essentials, The Works), puts a Request Pricing button under each, and describes "per-technician pricing".
• HVAC features: Starter lists dispatching, scheduling, call booking, invoicing and the pricebook. Mobile estimates and payroll management join at Essentials. The top package, The Works, swaps in configurable payroll and adds commission tracking, advanced reporting and customizable memberships. The HVAC page describes multi-option proposals that convert to agreements when the customer accepts, financing options, GPS tracking for techs on the way, and integration with QuickBooks Online and Desktop (Premier and Enterprise). Pro products sold as upgrades include Marketing Pro, Contact Center Pro, Pricebook Pro, Fleet Pro, Scheduling Pro, Dispatch Pro and Field Pro.
• Trial and contract: ServiceTitan's route in is a demo request, and its pricing page gives no contract terms.
• Demo checks: the per-tech price at your headcount, which package includes memberships, any implementation or onboarding fee, the contract term, and which Pro products the features you saw in the demo depend on.

We compare it head to head in Housecall Pro vs ServiceTitan, and our ServiceTitan alternative page covers smaller shops weighing it.

7. BuildOps

Who it suits: commercial HVAC and mechanical contractors who run service, projects or both. BuildOps says it was built for commercial work from the start, and its site has sections for small businesses, enterprise contractors and private equity groups.

• Pricing: quote only. The BuildOps pricing page ties the quote to headcount (field users and office users both count), the trades you cover and your back-office tools, and says every plan comes with implementation and onboarding. Subcontractors don't need their own licenses.
• HVAC features: its commercial HVAC page covers rooftop units, VRF systems, chillers and boilers, with asset history, refrigerant type and amount logged per asset on digital forms, and recurring maintenance contracts. Its technician app page describes a nameplate scanner that reads make, model and serial number from a photo of the unit. A service-only plan covers dispatching, maintenance agreements, quoting and invoicing; adding projects brings job costing, daily reports, change orders, RFIs and submittals. It integrates with Viewpoint Vista and Spectrum, Sage Intacct, NetSuite and QuickBooks.
• Trial and contract: the pricing page starts with a demo and a scoped quote and mentions no trial.
• Demo checks: the price per field seat and per office seat, what implementation covers, and the contract term.

8. A custom CRM

Who it suits: HVAC companies whose way of working keeps colliding with packaged software. The CRM our own home-service companies use today is one we built for them after packaged field software stopped keeping up, so we've lived on both sides of this choice.

• It fits when: you run HVAC alongside plumbing, electrical or a second brand and want one customer record; your agreements break the usual two-visits-a-year pattern (pricing by equipment count, bundles across trades, billing on each member's signup date); commercial accounts need site-by-site billing your current tool can't produce; or you want calls, texts and missed-call follow-up landing on the right customer record.
• It doesn't fit when: you're a new shop with one to three trucks and a standard residential model. A packaged trial will have you invoicing this week, and the money is better spent on trucks and marketing. It also isn't right if you can't give the builder time to learn your process, because the system is only as good as that description.
• Pricing: quoted per project after scoping. We publish no prices.
• What you own: the data lives in a database set up for your company, you can export all of it, and changes follow your list instead of a vendor's roadmap.
• Ask any builder: who maintains the system after launch, how fixes get handled, and how your customers, equipment and agreements move in from your current software.

The custom CRM service page walks through how a build works. Choosing your first system? Start with our CRM primer for service businesses.

Quick comparison of all eight

How to choose HVAC software

Start with your size band, then make every product on your shortlist pass the same HVAC tests.

• One to three trucks: start with the products that offer a free trial (Jobber, Housecall Pro, Workiz), so you can run real jobs through them before paying. Jobber and Housecall Pro also publish their prices.
• Four to fifteen techs with a dispatcher: price Service Fusion's single monthly price for unlimited users against per-user plans at your actual headcount, and get FieldEdge and ServiceTitan quotes if flat-rate selling and agreements drive most of your revenue.
• Large shops and commercial divisions: ServiceTitan, or FieldEdge's Elite tier, which FieldEdge describes as built for large-scale multi-truck companies; BuildOps if most of your work is commercial service and projects.

Then run these tests in every trial or demo, with the rep driving and you watching:

• Equipment at each address. Add a furnace and a condenser with model, serial number, install date and warranty dates to a test customer. Then ask for a list of every system older than a chosen age. That list is your replacement pipeline.
• Memberships. Set up the plan you actually sell, with its price, visits, repair discount and renewal date. Watch how it bills, how tune-ups get scheduled, and what happens when a card on file fails. Our guide to recurring service billing lists the pieces to check.
• Options at the kitchen table. Build a three-tier replacement quote on a phone, attach a financing offer, and send it. See good-better-best quotes for how to structure the tiers.
• Calls in a heat wave. Ask how calls get booked after hours and when every line is busy. Several vendors here sell AI call answering, for example Jobber's Receptionist, Housecall Pro's CSR AI, Workiz's Genius Answering and ServiceTitan's AI Virtual Agent; price that against a separate AI receptionist that books into your system.
• Getting your data out. Ask for the export format for customers, equipment, agreements and open invoices, and plan the move with our CRM switching guide before you commit.
• The real total. Get the monthly price at your headcount, the billing term, onboarding fees, add-ons and card processing rates in writing.

Where to start

Do these three things before you book a single demo.

1. Write down your headcount and your agreements. Count techs, office staff and trucks, and list every maintenance plan you sell with its price and visits. Most quotes depend on headcount, and the agreement list becomes your test script.
2. Pick two or three products from your size band. Use the free trials where they exist (14 days on Jobber and Housecall Pro, 7 on Workiz) and load last week's real jobs. For the demo-only vendors, run the same script on every call.
3. Get every quote in writing and compare totals. Monthly price today and at your two-year headcount, contract term, onboarding fees, add-ons and card rates. The starting price on a pricing page is rarely what a growing HVAC shop pays.

Want an outside view first? Our free system quote reviews your website, phones and how leads move from first call to booked job, and you can ask about a CRM built around your shop in the same conversation.

Frequently asked questions