The best HVAC software for small businesses in 2026
Seven tools HVAC shops actually use, from the quote-only platforms built for big offices to the ones a two-truck shop can sign up for tonight. Who each one suits, what it does well, what it costs and where it falls short.
14-day free trial · no credit card · from $30/mo · your techs are free
Disclosure: we make FieldStacker, so weigh our pick accordingly. Every other product's price below comes from its own pricing page, checked October 26, 2026.
We looked at what matters to an HVAC owner: scheduling and dispatch for the no-cool rush, replacement quotes, maintenance agreements, QuickBooks, and what the bill looks like once your techs are on it. The list runs roughly from the biggest shops to the smallest.
Best software for HVAC companies, by shop size
Seven products, each with one honest limitation.
ServiceTitan
For: larger residential and commercial HVAC companies with dispatchers and a sales team.
Does well: call booking, a drag-and-drop dispatch board, Pricebook Pro, multi-option proposals, service agreements, integrated financing and QuickBooks Online and Desktop integrations.
Price: not published. Every plan (Starter, Essentials, The Works) says "Request Pricing", priced per technician.
Limitation: you need a sales process to get a number, and contract and onboarding terms aren't on the pricing page.
FieldEdge
For: small and mid-sized HVAC, plumbing and electrical shops that sell from a flat-rate book.
Does well: flat-rate pricing with a good-better-best price book, service agreements, Proposal Pro and a QuickBooks integration.
Price: not published. Select, Premier and Elite all say "Request Pricing".
Limitation: its FAQ says it does not offer a free trial, so you see it through a demo.
Service Fusion
For: growing HVAC and refrigeration shops that want unlimited users on one price.
Does well: scheduling and dispatch with route planning, service agreements with recurring billing, a technician app and a QuickBooks integration. Month-to-month, no contract.
Price: Starter $245/mo, or $208/mo billed annually, with unlimited users.
Limitation: the entry price is high for a one- or two-person shop, and the page offers a demo, not a trial.
Housecall Pro
For: small to mid-size residential HVAC crews.
Does well: online booking, scheduling and dispatch, estimates, payments with consumer financing and a price book from Basic; flat-rate pricing, checklists and QuickBooks Online sync on Essentials.
Price: Basic $79/mo ($59/mo yearly) for one user; Essentials $189/mo for five; Max $329/mo for eight. 14-day trial, no card.
Limitation: recurring service plans are on Max, and add-ons like Pipeline and Voice have no public price.
Jobber
For: small crews across many home service trades, HVAC included.
Does well: quotes, online booking and invoicing from Core; reminders, checklists and QuickBooks Online sync on Connect; optional line items and job costing on Grow.
Price: Core $49/mo for one user, or less billed annually; Connect from $139/mo; extra users $29/mo. 14-day trial, no card.
Limitation: optional line items, the usual way to build good/better/best quotes, start on Grow at $199/mo.
Workiz
For: phone-heavy service shops such as HVAC, locksmith, garage door and appliance repair.
Does well: AI call answering, scheduling and dispatch, good-better-best estimates on site, a pricebook and a built-in phone system.
Price: not published; Standard, Pro and Ultimate say "Request pricing". 7-day trial, no card.
Limitation: you can't compare cost without talking to sales, and the trial is a week.
FieldStacker (ours)
For: owner-operators and HVAC shops with a handful of techs who want one low monthly bill.
Does well: schedule board with map view, online booking, replacement quotes with optional add-ons and e-sign, quick and batch invoicing, maintenance agreements with autopay, QuickBooks Online sync, and a website with business email included. Techs are free.
Price: Pro $30/mo, or $25/mo billed yearly. Team $60/mo adds two seats. 14-day trial, no card.
Limitation: no flat-rate price book, no consumer financing, no QuickBooks Desktop, no phone system and no offline mode.
At a glance
From each vendor's own site, October 26, 2026. "Check site" means we couldn't confirm it there.
| What matters | FieldStacker | ServiceTitan | FieldEdge | Service Fusion | Housecall Pro | Jobber | Workiz |
|---|---|---|---|---|---|---|---|
| Starting price, monthly | $30/mo | Request pricing | Request pricing | $245/mo | $79/mo, 1 user | $49/mo, 1 user | Request pricing |
| Free trial, no card | 14 days | Check site | No | Demo | 14 days | 14 days | 7 days |
| Flat-rate pricing | No, your own price list | Yes | Yes | Check site | From Essentials | Check site | Pricebook |
| Maintenance agreements | Included | Yes | Yes | Yes | Max plan | Check site | Check site |
| QuickBooks | Online | Online and Desktop | Yes | Yes | Online, from Essentials | Online, from Connect | Yes |
| Consumer financing | No | Yes | Check site | Check site | Yes | Check site | Check site |
| Cost of adding techs | Free | Per technician | 2 to 6 mobile licenses by plan | Unlimited users | $35/mo each over 8 on Max | $29/mo each | Check site |
Try FieldStacker on your HVAC jobs free for 14 days
Run it next to your current software for a week. We import your customers for free.
- No credit card to start
- From $30/mo after the trial
- Your techs and cleaners are free
- Cancel any time from the app
How to pick HVAC software for your shop
Four questions that narrow the list fast.
How many people?
Count techs and office staff, then price each tool at that size. Per-user fees can double a bill once a crew is on it.
How do you price?
If your techs sell from a flat-rate book, shortlist ServiceTitan, FieldEdge or Housecall Pro. If you quote from your own list, every tool here works.
Do you sell agreements?
Check that agreements, autopay and visit scheduling are on the plan you'll actually buy, not one tier up.
Can you try it in season?
Run a trial during a busy week. A tool that's pleasant in February can be painful on the first 100-degree day.
Estimates, invoices and stock on one screen
The Business Suite lists every estimate and invoice with its status: estimate, in progress, completed or unpaid. Beside it is your own equipment list with prices and how many you have on hand. Agreement customers sit on their own Service plans list. If that's the scale of tool you need, the trial shows it with your own jobs.
Agreements on the base plan
This is the biggest pricing difference for HVAC shops. In FieldStacker, service plans with card-on-file autopay come with the $30/mo plan: set the visit price and an every-six-months cadence, and each tune-up becomes its own job and invoice. Check which tier includes agreements before you compare any two tools on price.
Best HVAC software questions
What is the best HVAC software for a small business?
For a shop of one to ten techs, the usual shortlist is Housecall Pro, Jobber and FieldStacker, because all three publish prices and offer a 14-day trial with no card. ServiceTitan and FieldEdge are built for HVAC too, but both are quote-only and suit shops with a full office. Try two during a busy week before you commit.
What is the best software for HVAC companies with a big office?
ServiceTitan is the common pick for larger residential and commercial HVAC companies, with call booking, a pricebook, proposals, financing and deep reporting. FieldEdge is another HVAC-focused option for small and mid-sized shops. Both require a demo to get a price.
How much does HVAC software cost?
Of the tools that publish prices, FieldStacker starts at $30/mo, Jobber Core at $49/mo, Housecall Pro Basic at $79/mo and Service Fusion Starter at $245/mo (all monthly prices, checked October 26, 2026). ServiceTitan, FieldEdge and Workiz ask you to request pricing. Watch for per-user charges, which add up fast with a crew.
Which HVAC software has a flat-rate price book?
ServiceTitan (Pricebook Pro), FieldEdge and Housecall Pro (from its Essentials plan) all include flat-rate pricing, and Workiz lists a pricebook. FieldStacker does not have a flat-rate price book; you build and use your own price list.
Which HVAC software handles maintenance agreements?
ServiceTitan, FieldEdge and Service Fusion all list service agreements. Housecall Pro has recurring service plans on its Max plan. FieldStacker includes service plans with card-on-file autopay on its $30/mo plan.
Is there free HVAC software?
None of these is free for running jobs. FieldStacker, Jobber and Housecall Pro offer 14-day trials without a card, and Workiz a 7-day trial. FieldStacker also has a free digital business card, but scheduling and invoicing need a paid plan.
Related: ServiceTitan pricing · Housecall Pro pricing · Jobber pricing · HVAC estimating · HVAC CRM · Best field service software · FieldStacker pricing
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