This article will help you quickly compare and evaluate the best HVAC software, HVAC service tools, and other field service software. Tools that, with the correct use, can make monitoring tech jobs much easier.
HVAC software serves a variety of purposes for the user, including scheduling programs, customer management, dispatch software, and quoting software. HVAC software can cover all of these basic service management items.
The demand for HVAC technicians has seen a growth of 22% and rising since 2012. In this growing field, much of the HVAC Industry is adapting and using smart technology like sales automation, smartphone apps, mining of big data and analytic information, SEO, widgets, and other online tools.
In this post, I’ll highlight a few of the best business software tools for the HVAC industry and explain what cloud-based software can do for you in relation to workflow efficiency and accuracy.
The Best HVAC Software List
Here’s a shortlist of the best HVAC industry software:
Have some basic questions before you get started? Be sure to read through this FAQ.
What Is HVAC Software?
HVAC software is used to run different areas of service operations, including scheduling, dispatching, invoicing, marketing, reporting, and other such business tools. The best HVAC software will streamline all of these features, automate where possible, and provide real-time feedback on job status and value.
How Much Does HVAC Software Cost?
HVAC prices vary depending on the scope and features of the software in question. On average, you can expect an HVAC system price to land anywhere between $10/month to $40/month. However, HVAC system pricing can range all the way up to $399/month or more.
HVAC Contractors Software Comparison Criteria
What are we looking for when we review software for HVAC service businesses? Here’s a summary of my evaluation criteria:
User Interface (UI): HVAC professionals spend most of their time in the field so the interface must be simple enough that it doesn’t detract from their work. If they work from a mobile device, the UI should be optimized as such.
Usability: Is it easy to learn and master? Does the company offer good customer support, user support, tutorials, and training?
Features & Functionality:
Payment Processing – Does the app accept on-the-spot payments by credit card or integrate with a program that does?
Inventory management – Is it easy to see a list of available products, where they are, how much they cost, and what’s in use?
Work Order Management – Does the tool assist with the day-to-day data entry of work order management? Does it offer templates, e-approvals, and collaboration features?
Customer History – Does the tool keep detailed records of all service history? Is the data easy to access, even for a very mobile workforce? Does it employ a permissions system so that office staff only see the customer data relevant to their jobs?
Integrations: HVAC services often need ready access to things like ERP, CRM, and accounting software — does the tool offer this? Does it easily integrate with QuickBooks online (a common need)?
Value for $: HVAC business owners might have an enterprise-level team or be a company of one. Does the tool offer flexible pricing with scalability suitable for rapid growth? Do they offer a free trial or free demo? Do they offer additional services as an add-on so that HVAC service companies are only paying for what they use?
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Overviews of the Service Management Systems
Here’s a brief description of each of the HVAC software that is featured on this top 10 list.
Workiz – Best HVAC with integrated service phone software
ServiceTitan – Best maintenance memberships and equipment-based contracts
Housecall Pro – Best mobile app for iOS, Android, and tablet users
Jobber – Best route optimization for field technicians
FieldEdge – Best free HVAC business software (max 1 user)
What Do You Think About The Above HVAC software?
Have you tried out any HVAC design software listed above? What dispatching software do you use now and are you looking to scale or upgrade in the future? Do you use any technology for technician scheduling? Let us know your thoughts in the comment section below.