The 5 Best HVAC Project Management Software
Looking for the best HVAC project management software to streamline your scheduling, invoicing, and field team operations? Jobber leads the way in 2025, thanks to its ease of use, mobile accessibility, and all-in-one features tailored for service-based businesses like HVAC. With top user reviews and strong search interest, Jobber consistently outperforms competitors in delivering the tools HVAC teams actually need—without the complexity or high cost.
In this guide, we’ll break down the top 5 HVAC project management software platforms, explain what sets them apart, and answer common questions to help you make the right choice for your business.
| CRM | Best For | Why Choose It |
|---|---|---|
| Jobber ✅ | Small to mid-sized teams | Easy to use, fast setup, affordable, strong client communication |
| ServiceTitan | Large HVAC companies | Powerful and scalable, but complex and costly |
| Housecall Pro | Growing businesses | Simple, mobile-friendly, includes basic marketing |
| FieldEdge | Established teams | Excellent QuickBooks sync, great for service agreements |
| ServiceTrade | Commercial HVAC work | Built for recurring contracts and multi-site tracking |
Click on the links below to learn more about Jobber and other top options:
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1) Jobber
Jobber is a cloud-based business management platform built for service-based industries, including HVAC. It helps manage jobs, client communication, scheduling, invoicing, and payments—all from a single dashboard. Known for its simplicity, Jobber is ideal for teams that want to get started quickly without a steep learning curve.
Key Features
Job tracking and dispatch
Client management with service history
Drag-and-drop calendar scheduling
Professional invoicing and online payment processing
Mobile app for technicians (photos, notes, signatures, real-time updates)
QuickBooks and Stripe integrations
Automated reminders and follow-ups
Pricing
Core Plan: Starting around $49/month
Connect Plan: Mid-tier features and automations (~$129/month)
Grow Plan: Includes quoting, batch invoicing, and lead management (~$249/month)
Pricing varies by region and team size. Free trial available.
Best For
Small to mid-sized HVAC businesses
Teams looking for a clean, easy-to-use CRM
Companies that want to automate basic admin tasks like reminders and payments
Owners who value quick setup and low training time
Why HVAC Companies Choose Jobber
Built for Simplicity and Field Efficiency
Jobber is designed to be easy for both office staff and field technicians. Its clean interface and intuitive layout help teams get up and running quickly—with minimal training. Technicians can use the mobile app to view job details, upload photos, capture signatures, and update statuses on the go. Real-time scheduling updates and reminders keep everyone on track and ensure a smooth, responsive customer experience.
Complete Job and Client Management
Jobber handles the full job lifecycle—from creation to completion. HVAC businesses can track job progress, manage materials, assign tasks, and invoice clients—all from one dashboard. Built-in CRM tools allow you to store customer history, automate reminders, and follow up on seasonal maintenance. Jobber also integrates with tools like QuickBooks and Stripe to simplify billing and payment processing.
Seamless Invoicing and Faster Payments
Once a job is complete, techs can generate and send invoices on-site, collect payments via credit card or debit, and sync everything with QuickBooks. This accelerates cash flow and reduces time spent on admin tasks.
Reliable Support + Regional Flexibility
Jobber offers strong customer support, onboarding resources, and local features that make it an especially attractive choice for Canadian HVAC businesses. From CAD invoicing and provincial tax settings to full bilingual support, it's built with regional needs in mind.
Scalable for Growth
Whether you're a solo operator or scaling a team of 20+, Jobber grows with your business. Its tiered pricing and flexible feature set let you expand your tools as you expand your team.
Conclusion
Jobber stands out because it strikes the right balance between power and simplicity. It’s purpose-built for service businesses, with tools that help HVAC companies save time, stay organized, and improve the customer experience—without the complexity of larger platforms.
2) ServiceTitan
ServiceTitan is a robust, all-in-one platform built for trade and field service businesses, including HVAC companies. It brings together dispatching, scheduling, customer communication, reporting, and billing in one integrated system. It’s designed for companies that are growing quickly and need tools that scale with them.
Key Features
Advanced scheduling, dispatch, and call booking
Mobile technician app for estimating, job updates, and payment collection
Real-time reporting and analytics (technician efficiency, job profitability, margins)
CRM with customer history, automated reminders, and client portal
Equipment and inventory tracking, project management, dynamic workflows
QuickBooks integration and third-party API support
Flat-rate pricing tools with dynamic updates (Pricebook Pro)
Pricing
Custom pricing based on business size, features, and technician count
Entry-level plans reported to start around $259 per tech/month
“Starter Kit” estimates begin at approximately $398/month for core functionality
Enterprise pricing available for multi-location or large-scale operations
Free demo available upon request
Best For
HVAC companies with large teams or multiple locations
Businesses that need full operational visibility and control
Companies investing in growth and long-term platform stability
Operations requiring advanced reporting and technician performance tracking
Why HVAC Companies Like ServiceTitan
Advanced Dispatching and Scheduling
ServiceTitan offers a powerful scheduling and dispatching system that allows HVAC companies to manage jobs efficiently. With features like drag-and-drop scheduling and real-time tracking of technicians, businesses can optimize routes, reduce downtime, and improve overall service efficiency.
Detailed Job Costing and Profitability Tracking
HVAC companies appreciate ServiceTitan's job costing features, which help track labour, materials, and other job expenses. This allows companies to understand the profitability of each job and ensure accurate pricing, reducing the risk of cost overruns.
Mobile-Friendly for Technicians
ServiceTitan’s mobile app allows technicians to access job details, work orders, and customer history right from their phones. This real-time access enhances communication between the office and field staff, ensuring that technicians have the information they need to complete jobs effectively.
See what customers are saying about ServiceTitan’s payment processing.
Integrated Payment Processing
With integrated payment systems, ServiceTitan enables technicians to accept payments on-site via mobile devices, making it easier for customers to pay and reducing the time spent waiting for payments to be processed.
ServiceTitan is available internationally, including in Canada. However, keep in mind that some features, like local payment processing or certain integrations, might be tailored more toward the U.S. market.
Comprehensive CRM
The software offers an in-depth CRM that helps HVAC businesses track customer information, communication history, and service preferences. This data can be used to provide personalized service, send reminders for maintenance, and market to customers more effectively.
Reporting and Analytics
ServiceTitan provides HVAC companies with powerful reporting and analytics tools to track KPIs, such as revenue per technician, job profitability, and customer satisfaction. This allows businesses to make informed decisions and continuously improve their operations.
Conclusion
ServiceTitan is a top-tier all-in-one software solution designed specifically for home service businesses like HVAC companies. With its robust features and high customizability, it enables HVAC businesses to streamline operations, manage customer relationships, and track financial performance all in one platform. The software excels in helping HVAC contractors provide exceptional customer service, boost technician productivity, and ultimately grow their business. Whether managing day-to-day operations or large-scale projects, ServiceTitan's comprehensive tools are built to handle the unique demands of the HVAC industry.
3) Housecall Pro
Housecall Pro is a user-friendly, all-in-one CRM built for service businesses like HVAC. It’s designed to simplify day-to-day operations with an intuitive interface, making it easy for growing teams to manage scheduling, invoicing, payments, and customer communication without feeling overwhelmed.
Key Features
Job scheduling, dispatching, and real-time updates
Mobile app for technicians to access job history, update statuses, and communicate with the office
Instant invoicing and on-site payment processing
Automated customer communication via email and text updates
Basic marketing tools such as email campaigns and postcard mailers
QuickBooks integration for streamlined billing and financial tracking
Pricing
Transparent, tiered pricing based on features and team size
Entry-level plans start around $65/month for core features
Higher-tier plans unlock advanced automation, reporting, and marketing tools
Free trial available for new users
Best For
Small to mid-sized HVAC businesses looking for a simple, affordable CRM
Teams that want an intuitive, mobile-friendly platform with minimal training required
Companies that value built-in customer communication and light marketing features
Owners seeking a scalable system as their business grows
Why HVAC Companies Like Housecall Pro
Easy Scheduling and Dispatching
Housecall Pro’s scheduling system is intuitive, making it easy for HVAC companies to manage appointments, allocate jobs to technicians, and adjust schedules on the fly. With the mobile app, technicians can see their schedules in real-time and receive instant updates if changes occur.
Mobile App with Field Support
The mobile app allows HVAC technicians to access job details, update service statuses, and even invoice customers directly from the field. This reduces paperwork, minimizes errors, and keeps operations running smoothly, even when the team is out in the field.
Instant Invoicing and Payments
HVAC businesses can generate and send invoices immediately after completing a job, making it easier to collect payments on the spot. With integrated payment processing, companies can accept credit card payments and improve cash flow.
Customer Communication Tools
Housecall Pro includes features for automatic appointment reminders, confirmations, and follow-ups, helping HVAC companies stay in touch with their customers throughout the service process. This improves customer satisfaction and reduces no-shows.
Affordable Pricing for Small Businesses
Housecall Pro is often preferred by smaller HVAC companies because of its affordable pricing structure and scalable features. It provides access to a suite of tools without the high costs often associated with enterprise-level software.
Customizable Branding
HVAC businesses can personalize their invoices, estimates, and customer communications with their own branding. This gives businesses a professional appearance and helps build brand identity.
Conclusion
Known for its ease of use and affordability, Housecall Pro offers a mobile-first platform that integrates all aspects of service management, from scheduling and dispatching to invoicing and payments. It's an ideal solution for HVAC contractors who need a simple yet powerful tool to manage their field service business efficiently.
4) FieldEdge
FieldEdge is a long-established field service management software built specifically for HVAC and other service trades. Known for its strong accounting integrations and reliability, FieldEdge is ideal for established businesses that need a structured system to manage dispatching, customer history, quoting, and service agreements—all with real-time visibility across teams.
Key Features
Real-time dispatching and technician tracking
Comprehensive job and service history management
In-field quoting with fast job conversion
Service agreement and maintenance contract tracking
Two-way QuickBooks integration (considered best-in-class)
Customer communication tools and basic CRM functionality
Mobile app for technicians to manage jobs and capture signatures, notes, and photos
Pricing
Custom pricing based on business size and feature requirements
Requires a demo and onboarding process
No public pricing listed; reported starting around $100–$150 per user/month
Additional costs may apply for advanced features or multi-user setups
Best For
Established HVAC businesses with existing QuickBooks workflows
Teams managing long-term customers, service agreements, or recurring maintenance
Companies that value reliability, financial tracking, and job consistency
Businesses ready for deeper operational structure and slower onboarding timelines
Why HVAC Companies Like FieldEdge
Real-Time Scheduling and Dispatching
FieldEdge makes it easy for HVAC businesses to assign jobs to technicians in real-time. The scheduling system is optimized to help managers track technician availability, location, and job status, ensuring quick and efficient dispatch.
Seamless Integration with QuickBooks
FieldEdge integrates seamlessly with QuickBooks, which is especially useful for HVAC companies that already use the software for accounting. This integration eliminates double entry of financial data, ensuring accurate invoicing and financial records.
Detailed Job and Service History Tracking
FieldEdge’s service history tracking allows HVAC companies to maintain detailed records of every job completed for each customer. This not only helps technicians provide better service by referencing past work but also enables businesses to offer preventive maintenance reminders.
Customer Relationship Management (CRM)
The CRM system within FieldEdge allows HVAC businesses to manage customer data, track interactions, and send follow-up reminders for maintenance or service calls. This ensures better customer retention and drives repeat business.
Inventory Management
HVAC companies use FieldEdge for managing their parts and inventory. FieldEdge helps businesses keep track of stock levels and easily reorder materials, preventing delays in job completion due to parts shortages.
Mobile Access for Technicians
FieldEdge’s mobile app allows HVAC technicians to access job details, submit invoices, and communicate with the office team directly from the field. This makes it easy to stay connected and ensures that technicians have everything they need to complete their work efficiently.
Conclusion
FieldEdge is a leading field service management software designed for HVAC businesses, offering a complete solution for managing jobs, dispatching technicians, and handling customer relationships. With an emphasis on simplicity and efficiency, FieldEdge is trusted by HVAC companies for its robust features and user-friendly interface. It helps businesses optimize their service operations, increase productivity, and improve profitability by offering powerful tools for scheduling, invoicing, and communication.
5) Buildertrend
Buildertrend is a construction and project management platform typically used by builders, remodelers, and specialty contractors, but many HVAC firms adopt it for handling large-scale or multi-phase projects. It centralizes project workflows, document management, scheduling, financials, and client communication into one platform. It’s well-suited for HVAC teams that operate more like general contractors or that manage complex installations and project-based work.
Key Features
Gantt-style project scheduling and task management
Daily logs, change orders, selections, and warranty tracking
Estimating, budgeting, and cost tracking
Client portals and team communication tools
Accounting integration with QuickBooks and Xero
Unlimited projects and cloud storage included
Pricing
Buildertrend offers customized pricing based on business size and project needs
Common pricing tiers range from approximately $499 to $1,099 per month, depending on features and users
Includes onboarding support and training
Best For
HVAC companies managing complex installations or multi-phase projects
Businesses that need detailed financial tracking and scheduling tools
Contractors wanting to offer client portals and streamline communications
Teams using QuickBooks or Xero for accounting
Companies expanding into general contracting or larger scopes of work
Why HVAC Companies Like Buildertrend
Comprehensive Project Management
Buildertrend excels in managing large-scale projects. HVAC companies use it to plan, track, and oversee complex installations, ensuring that all aspects of the project are organized and well-documented.
Budgeting and Financial Management
HVAC businesses appreciate Buildertrend’s budgeting tools, which help track expenses and stay on top of project costs. Features like change order management allow companies to track adjustments and ensure that budgets are adhered to throughout the project.
Detailed Scheduling and Task Management
The scheduling tool within Buildertrend enables HVAC companies to create detailed timelines for large projects, assign tasks, and track progress. This feature is particularly useful for businesses handling multiple trades or subcontractors on a project.
Client Communication and Document Sharing
Buildertrend offers a platform for seamless communication with clients, allowing HVAC businesses to share project updates, documents, and invoices in real time. This helps keep clients informed and satisfied throughout the project lifecycle.
Mobile Access for On-the-Go Management
Buildertrend's mobile app ensures that HVAC technicians and project managers can access important project information, schedules, and updates directly from their mobile devices, improving workflow and communication across teams.
Change Order and Contract Management
Buildertrend simplifies managing change orders and contracts, which are common in larger HVAC projects. This ensures that modifications are properly tracked, approved, and billed, reducing miscommunications and project delays.
Conclusion
With a focus on project management, scheduling, budgeting, and communication, Buildertrend offers HVAC companies the tools they need to manage large installations, new construction projects, and other custom work. Its ability to handle detailed project tracking, change orders, and client communication makes it a great choice for HVAC businesses with sophisticated needs.
HVAC Project Management Software FAQ
We analyzed the most-searched HVAC software queries on Google to help you find the right solution for your business:
1. What is the best HVAC business software?
The best choice depends on your business size and complexity.
Jobber is ideal for small to mid-sized HVAC businesses that want a clean, all-in-one platform for scheduling, CRM, invoicing, and job tracking. It’s affordable, easy to use, and scalable.
ServiceTitan is better suited for larger companies with high service volume or more complex operations. It offers robust features like job costing, technician tracking, and advanced analytics.
2. What is the best HVAC job management software?
Jobber leads in this category. Its job tracking, calendar scheduling, and real-time updates allow both field techs and office staff to stay on the same page. It’s especially useful for managing multiple jobs per day, recurring appointments, and customer communication from start to finish.
3. What’s the best HVAC work order software?
For seamless work order management:
Housecall Pro is great for smaller teams who need easy scheduling and instant invoicing from the field.
FieldEdge offers more robust features, including historical job tracking and inventory integration. This is ideal for HVAC businesses managing multiple technicians and parts inventory.
4. What is the best HVAC service management software?
ServiceTitan stands out as a full-service solution. It handles scheduling, dispatch, invoicing, reporting, and CRM in one place. Its strong reporting tools and technician performance tracking make it ideal for growing HVAC companies that need detailed oversight and data-driven decision-making.
5. What is the best HVAC contractor software?
If you’re a contractor using QuickBooks, FieldEdge is a smart pick. It syncs directly with your accounting software, minimizing data entry and errors. With detailed job history, technician tracking, and inventory management, it’s built for hands-on contractors running lean operations.
6. What is the best HVAC project management software?
For HVAC companies handling large installations, new builds, or multi-stage jobs, Buildertrend is the top choice. It offers advanced scheduling, budgeting, task management, and team/client communication tools. It's especially helpful when coordinating across trades or managing job site timelines.
7. What’s the best software for HVAC companies overall?
Your best choice depends on your business size and workflow:
Business TypeBest SoftwareSmall Service TeamsJobber, Housecall ProMid-to-Large OperationsServiceTitanConstruction-Focused ProjectsBuildertrendQuickBooks UsersFieldEdge
8. What’s the difference between “HVAC business management software” and “management software for HVAC”?
These terms are often used interchangeably, but here's a simple distinction:
HVAC Business Management Software: Typically refers to full-suite platforms that handle operations from scheduling to billing, CRM, and reporting. Think: Jobber or ServiceTitan.
Management Software for HVAC: Might focus on one area (e.g., scheduling or work orders) rather than offering an end-to-end solution.
Every tool listed in this guide supports core business functions — but Jobber and ServiceTitan stand out for offering the most comprehensive, all-in-one platforms.
These five software solutions offer unique benefits tailored to the needs of HVAC companies, whether they’re focused on small service calls, large installations, or managing complex projects. Each one provides key tools to increase efficiency, improve customer service, and streamline business operations, which is why they're trusted by HVAC professionals across the industry. Ultimately, the best HVAC project management software will depend on the size and specific needs of your HVAC business - so the choice is up to you!
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