Running a HVAC company means dealing with a lot of moving parts, and we mean literally and figuratively! On a daily basis, you have technicians traveling to numerous job sites, parts and inventory come in and out regularly, bills need to be sent, fleet vehicles need maintenance, and more. There just aren’t enough hours in the day to get all this done, right? Well, that might be the case but that’s where HVAC business software solutions come in.
What to look for in HVAC business software solutions:
Feature set: Consider implementation time, what is included and if it will improve your daily operations:
- Make sure the software has all the features relevant for your company: scheduling and dispatch, communication tools, a resource center, manuals, online reports and ticketing system. Additional features are a bonus!
- Are the features suitable for all my employees and also my business?
- Does it serve a true business purpose?
- How much time is needed to implement the software?
Ease of use: You and your employees need a solution that runs as smooth as silk, you don’t have time to waste so ask yourself:
- Is it suitable for every one of my employees? You have to consider the majority of employees you have, whether they’re non-desk or in front of a computer and you need to consider if they’re tech-savvy. Choose one that best reflects your employee base.
- How much training do employees need to learn how to use the software?
- Will it be easy to on-board new employees?
- Can employees adopt the software as their daily-driver
Amazing customer support: Sometimes you have questions, and you need answers ASAP.
- Do you have a dedicated customer support representative who is available anytime you need? Or do you have to call the hot-line?
- Is there a live chat option?
- How long does it take for someone to get back to your inquiry?
Price: There is no doubt that price plays a major factor in your decision, so consider this:
- Is it cost effective?
- Is it worth how much I have to pay?
- What other features are included for free?
- If I use it continuously, will I need to spend more later on for modifications?
- Am I tied to an annual contract?
With the above defined, it’s time to dive into which HVAC business software solution is right for your business. Considering the four factors, feature set, ease of use, customer support and price, we rounded the top 10 best HVAC business software solutions in the market today.
Top 10 HVAC Business Software Solutions
Connecteam is the all-in-one mobile solution for your HVAC company. It features scheduling, GPS time tracking, communication features (chat, surveys, suggestion box), digital reports and checklists (safety reports, procedures), mobile training and on-boarding, and so much more. There isn’t much you can’t do on Connecteam.
In real-time, you can manage your business and all employees efficiently and effortlessly. Connecteam integrates with QuickBooks as well and generates timesheets and payroll. Connecteam’s customer support is amazing, anytime you have a question, a representative gets back to you almost instantly. Whether you email or send a Facebook message, Connecteam has you covered.
Price: Choose from three annual pricing options: $29/month, $59/month, or $119/month. Each pricing plan is fixed monthly fee for up to 200 users. If you need a plan for more than 200 users, there is an Enterprise plan so contact a customer service representative to learn more.
Free Trial: There is no free trial but there is a free plan you can sign up for at anytime!
Connecteam's HVAC app is the perfect fit
From HVAC scheduling and dispatch, multiple communication tools, resource center, equipment manuals, online reports and ticketing system, you can do it all and more on Connecteam’s HVAC app. Everything is neatly available in one place, at any time.
AI Field Management is a cloud-based solution that helps your company manage and collaborate with field employees. You can track customers’ information, like name, location, contact information, credit cards and also how they prefer to communicate. Some of their features include: inventory/asset management, time tracking, payroll reports, and job management.
Additionally, you can track sales revenue and commissions and can create customizable reports. AI Field Management integrates with QuickBooks, Dropbox Mileage Tracker, Slack, Apple Maps, Google Maps and Waze.
Price: Contact a representative to get a quote and schedule a demo.
Free Trial: Yes, there is a 21 day free trial.
Synchroteam has a free mobile app and as an HVAC software, it features scheduling, dispatch, reporting, GPS tracking, invoicing, job management and more. It’s mobile field service software has many management features, like job tracking, customer history and “live” scheduling capabilities.
Price: Annually, you pay $22/month/user or you can pay $28/month/user.
Free Trial: Yes, there is a 14 day free trial.
mHelpDesk is a field service solution that “automates everything from first customer contact to getting paid.” Scheduling, dispatch, billing, inventory management, and more. This HVAC software can integrate with both QuickBooks Online and QuickBooks Desktop. Additionally, it has an offline mode so you can still use the mobile app when you’re in an area without internet or cell reception.
Price: Request a quote from a customer service representative to learn about pricing details tailored for your company.
Free Trial: No.
Housecall Pro is an HVAC management software that makes automation a breeze. Some features included are job scheduling, dispatching, GPS tracking, payment processing, customer notifications, chat, and email marketing automation. The software is also available on all mobile devices so employees can access it at any time. You can integrate Housecall Pro with QuickBooks.
Price: Choose from three monthly plans: Simple – $49/month for one user, Modern – $137/month for up to six users, or Advanced – $249/month for unlimited users.
Free Trial: Yes, there is a free trial available.
WorkWave Service is a cloud-based field service solution available on both desktop and mobile. Its features include: account management, scheduling, dispatch, business development, billing, payment, reporting and more. A cool feature on WorkWave is the route optimization feature which calculates and delivers the best route choices, this is based on customer preference, eligibility, drive time and more.
Price: Contact a representative for pricing options.
Free Trial: No.
Service Fusion is a cloud-based HVAC management software that offers field service management, GPS tracking, credit card processing, dispatching, scheduling, invoicing, inventory management, time tracking, payroll and reporting. All users can customize their dashboard and set user-specific permissions. Additionally, a user can view product catalogs, handle payment processing, track sales revenue, and access integrated voice and text messaging.
The software can integrate with Quickbooks Online, hardware GPS tracking devices, VoIP systems and payment processing systems.
Price: Choose from three pricing options: $99/month, $199/month, or $349/month. Service Fusion does not charge per user therefore you can have unlimited user accounts. However, there are some features that cost extra and may apply on a per user basis.
Free Trial: No, there is a free demo however.
Jobber is a cloud-based field service and its features include: time and GPS tracking, scheduling, routing, dispatch, invoicing and payments, quotes and estimates, and CRM. The CRM (customer relationship management) tracks contact information, and users can create custom fields, tags, attach files or phones and more. Through the scheduling module, users can update jobs, include information on progress and completion, and can set up individual jobs or a recurring contract.
You can integrate Jobber with QuickBooks, Stripe, PayPal, and Square.
Price: There are four pricing plans to choose from: $22/month for one user, $78/month for up to 2 users, $145/month for up to 10 users, and $291/month for unlimited users.
Free Trial: Yes, there is a 14 day free trial.
FieldEdge by dESCO is a cloud-based field service management solution. It makes it easy to see how your employees are performing, offers scheduling and dispatching, customer management, and service agreements. Through the dispatch board, users can see suggestions regarding work orders, which is based on the technician’s skill set and expected location. It also features a customizable price book so you can present different pricing options to potential customers.
FieldEdge can integrate with QuickBooks.
Price: Contact a representative to learn more about pricing options.
Free Trial: No, but there is a free demo.
ServiceTitan is a cloud-based field management platform that features scheduling, dispatch, invoicing, sales, custom reporting, call recording, text messaging and more. Through the HVAC software, you can track marketing ROI and conversion tracking capabilities. There is also a mobile solution for when you’re in the field, so you can still process invoices and credit cards if needed.
Price: Speak with a representative about pricing options.
Free Trial: No, but there is a demo.
Choose the right HVAC business software for you
Once you know what you want the HVAC business software to include, it’s about choosing the right solution for your company and employees, and your wallet too. Be sure to go through each of our 10 solutions carefully, if there is a free trial or a free plan, sign up! You have nothing to lose.
Connecteam's HVAC app is for you!
From HVAC scheduling and dispatch, multiple communication tools, equipment manuals, online reports and ticketing system, you can do it all on Connecteam’s HVAC app. Everything is neatly available in one place, at any time.