Categories   >   HVAC Software
Last Reviewed: November 14th, 2024

Best HVAC Software Of 2024

What is HVAC Software?

HVAC software is a significant tool for heating, ventilation, and air conditioning businesses. This management utility assists with streamlining their operations – from scheduling and dispatching to customer management and invoicing. Essential features include work order management, inventory control, and advanced reporting, with exciting additions like mobile accessibility and eSignatures. Primarily used by HVAC companies, it's valuable to any industry requiring similar service management functions, such as plumbing or electrical corporations. However, integration issues like hardware compatibility can pose challenges. The capability of this software to improve job scheduling efficiency and accuracy, ease customer payment procedure, and provide insightful analytics makes it an invaluable asset for these businesses. Novel features are continually created, enhancing communication, simplifying workflow, and improving customer satisfaction. In conclusion, HVAC software plays a significant role in integrating and managing essential business processes, which ultimately increases revenue and customer approval.

What Are The Key Benefits of HVAC Software?

  • Streamlines operations management
  • Improves scheduling efficiency
  • Enhances communication with technicians
  • Eases customer payment procedure
  • Provides insightful business analytics
  • Facilitates inventory control
  • Boosts customer satisfaction
  • Supports mobile accessibility
  • Manages work orders effectively
  • Facilitates eSignature capabilities
Read more

Overall

Based on the latest available data collected by SelectHub for 78 solutions, we determined the following solutions are the best HVAC Software overall:

Housecall Pro
Housecall Pro
Start Price
$49
Annual, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Housecall Pro

Housecall Pro is a user-friendly solution for field service businesses to manage scheduling, dispatching and customer communications. Its seamless integration with QuickBooks also assists with finance and accounting operations, making it a well-rounded product. Similarly, its prompt customer and technical support, as well as implementation and onboarding support, are lauded by users. However, its lack of customization, limited reporting functionality and occasional data lags and glitches need more work.

Pros & Cons

  • User Friendly: 100% of the users who mention ease of use recommend the software for its user-friendliness.
  • Customer and Tech Support: Nearly 82% of the users who talk about customer and tech support laud their promptness and friendly demeanor.
  • QuickBooks Integration: Seamless QuickBooks integration makes finance and accounting operations easy to manage, as noted by about 77% of the users who refer to integrations.
  • Scheduling and Dispatching: The ease of scheduling and dispatching streamlines logistics and service delivery for almost 90% of the users who mention the feature.
  • Customer Communications: More than 96% of users who talk about customer communications concur that prompt communication and regular updates improve customer satisfaction.
  • Implementation, Onboarding and Training: Nearly 82% of the users who mention implementation, onboarding and training were pleased with its migration assistance and user adaptation level.
  • Customization: About 80% of the users who mention a lack customized workflows and processes wish those features would be added.
  • Glitches: 100% of the users who refer to glitches note that the software has occasional glitches and data lags, resulting in delays and redundancy.
  • Reporting: Limited reporting capabilities and lack of customized reports are noted by about 57% of the users who mention the feature.

Key Features

  • Android and iOS: Equip technicians with mobile apps that have cross-platform compatibility across iPhone and Android devices. 
  • Low Processing Rates: Process payments quickly and efficiently and pay comparatively small processing fees. The average processing fee ranges from 1.5% to 3.5% in other industries. 
  • Message Customers: Allow field technicians to send “on my way” messages, pull up customer histories, book and pay via text, with a built-in mobile communications system. 
  • Fast Customer Onboarding: Get assistance in onboarding new customers, managing accounts, handling payment, scheduling, emailing and marketing while saving up to 15 hours per week. 
  • Book Directly Online:  Enable customers to book appointments online from the business website, Facebook page, Google page and more. 
  • Website Builder: Get a free, custom website that is deeply integrated with the software. 
  • Advanced Payment Features:  Streamline money management with advanced features such as instant pay, money management, QuickBooks integrations, billing, expense cards and more. 

Pricing

License/Subscription Cost
  • Based on recurring subscription fee model – costs vary depending on the version/module selected, numbers of users and the monthly or annual billing option chosen
  • One-time setup fees/activation fees are charged, irrespective of the version/module selected
  • Includes the upfront cost of customization and integration, along with ongoing support for upgrades
Maintenance Cost
  • Included in the subscription cost
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Varies depending on the functional requirements such as configurable dashboards, type of data elements required for tracking, complexity of workflows, forms to collect additional data, UI changes, dashboard and operational reporting needs, etc
Data Migration Cost/Change Management/Upfront Switching Cost
  • Dependent on your current software, amount of data to be migrated, availability of migration tools, complexity of data and gaps between the existing system and the new system. Migrating the data from excel spreadsheets might shoot up both the time and cost
Recurring/Renewal Costs
  • The recurring cost is high, as customers need to pay for the monthly subscription fee along with premium support services (if required)
ServiceTitan
ServiceTitan
Start Price
$398
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked ServiceTitan

ServiceTitan garners praise for its user-friendly interface and comprehensive features, particularly its scheduling, dispatching, inventory management, and reporting capabilities. Users appreciate the software's ability to streamline operations and enhance productivity, highlighting features like automated job confirmations, technician bios, real-time customer notifications, and convenient payment options. The platform's robust project management tools, including real-time project tracking, budget management, and automated payment applications, are also commended for their effectiveness in keeping projects on track and profitable.

Despite its strengths, some users express concerns about ServiceTitan's cost, which can be a barrier for smaller businesses. Additionally, the software's limited integration with other systems can pose challenges for businesses with existing technology stacks. While ServiceTitan offers a competitive feature set comparable to platforms like Salesforce Service Cloud and Microsoft Dynamics 365 Field Service, its affordability often sets it apart.

ServiceTitan is best suited for businesses, regardless of size, seeking to optimize their field service operations. Its comprehensive features cater to various industries, including HVAC, plumbing, electrical, and pool services. The software's ability to automate tasks, improve communication, and provide real-time insights empowers businesses to enhance efficiency, customer satisfaction, and profitability.

Pros & Cons

  • Core Features and Functionality: Nearly 95% of users who mention the core features and functionality concur that this system is a well-rounded product built to meet industry-specific requirements.
  • Customer Support: Approximately 53% of users who talk about customer support mention that the support staff is quick to respond, friendly and knowledgeable.
  • Easy to Use: About 80% of users who mention user-friendliness recommend the software for its ease of usage.
  • User Interface: As many as 54% of users who refer to the user interface note that the software is intuitive and easy to navigate.
  • Cost: 100% of the users who talk about pricing report that it is a pricey product, which can be a detrimental deciding factor.
  • QuickBooks Integration: Approximately 60% of users who mention QuickBooks integration note that the integration is glitchy and requires double inputs in both solutions, making it redundant.
  • User Adaptation: Nearly 100% of the users who refer to onboarding and user adaptation agree that the product has a steep learning curve.

Key Features

  • Financial Growth  
    • Call Booking: CSRs can access auto-populated customer details before picking up calls. Offer undivided attention to customers by choosing from easy drop-down menus instead of a keyboard. Record and manage incoming customer calls to save call booking information. 
    • Marketing: Create, monitor and edit marketing campaigns. Track and analyze total incoming calls with ads to measure ROI. Create phone numbers for new ads quickly. 
    • Memberships and Contracts: Simplifies building of equipment-based contracts and maintenance memberships. Tailor-make service agreements and contracts for customers. Customize monthly expenses, choose additional maintenance tasks and add service upgrades. Access agreement performance summaries with completed visit details, cost and revenue. 
    • Local Services Ads: Appear among top Google search results when customers search for a relevant product or service. Auto-populates bookings directly to the system dashboard. 
  • Operational Tools  
    • Dispatching: Ensure that the right tech handles the right job by automatic assignment and dispatch based on factors such as technician location, schedule, skill set and more. Other features include a notification center, automatic job confirmations, job history, ACP, project filter, property data display and dispatch notifications. 
    • Scheduling: Schedule complex jobs in advance with suitable technicians. Custom tags allow technicians to flag jobs with details like prior rescheduling, languages spoken and special tool requirements. 
    • Payroll: Offers integrated payroll processing tools, including automated bonuses and live timesheet tracking. Apply performance-based incentives and pay, or import additional pay items through spreadsheets or API for job costing. 
    • Timesheets: Automatically documents wrench time, vendor runs and technician drive hours on individual timesheets for field employees. Configure start and overtime in a single click. Office employees can view payroll histories and clock in and out in real time. 
  • Real-time Insights  
    • Reporting: Dynamic dashboards offer tailored KPIs and metrics. Track KPI goals, gain insights into call times and filter transactions based on date range or business unit. Receive live updates on membership sales and revenue generated by each technician. 
    • QuickBooks: Integrates with QuickBooks to handle accounting. Capture customer purchases and export invoices to QuickBooks in real time. 
    • Sage Intacct: Offers integration with Sage Intacct. Office networks can operate in synchronization and update financial records with a single entry. Authorized employees and owners can access financial information on mobile devices. 
    • Job Costing: Access and monitor costing breakdowns like labor, equipment and raw material and receive real-time updates. Get alerts whenever a bill is due to be accepted. 
    • TitanAdvisor: Get a best-practices guide and receive personalized tool recommendations suitable for a specific business. Utilize features to their optimum value with in-built playbooks guided setup. 
  • Customer Assistance  
    • Mobile: Enable quick and better field operations with mobile apps for field technicians to download schematics, handle bills and orders and manage inter-staff communication. 
    • Customer Experience: Send ETAs with technician bios for appointment reminders to customers. Confirm or reschedule appointments and ask questions over SMSs. Enables customers to track service technicians. 
    • Payments: Automatically processes recurring membership payments in custom intervals and batches. Field staff can capture images, credit cards and checks or send personalized links to the payment portal. 
    • Financing: Complete applications with easy data access to customer profiles. Facilitates instant approvals, automatic finance calculations and customizable financing rules for individual customers. 
    • Property Data: The property data display offers CSRs with crucial information such as property size, age, interiors and location. 
Intuit Field Service Management
Intuit Field Service Management
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Key Features

  • Work Order Management:  Users can create service requests as they receive work orders, schedule and assign jobs for their field staff, track real-time work progress and manage efficient processing of work orders. 
  • Dispatch Management:  Users can manage work orders based on the job type, technician skill set and field staff availability to ensure top-notch services each time. With details of the work order, users can then also map the required tools and routes and get real-time updates on their location and work order progress. 
  • Flexible Scheduling:  Allows users to reschedule and reassign work orders in just a few clicks. Similarly, recurring jobs can be automated easily. 
  • Routing:  Users can help field staff with quick and efficient routing to their job location. Routing features with GPS tracking keep managers and customers updated on technician ETAs, as well as logs in the check-in and check-out time to track the time spent on a job and generate accurate invoices. 
  • Customer Database:  Stores and maintains all customers’ data, including details of their addresses, email ID, phone numbers, service history, invoices and feedback. 
  • Contract Management:  Users can manage their contracts and agreements with technicians and customers to facilitate long-term relationships and ensure seamless service delivery. 
  • Technician Management:  Lets managers track and monitor their field staff with details like live location, navigation, work orders completed and customer feedback. 
  • Billing and Invoicing:  Integrated with QuickBooks accounting, the platform enables field staff to generate invoices and collect payment in the field. It also manages detailed records of accounts receivables, accounts payables and project costing for quick reference. 
  • Service History Tracking:  Maintains a record of the service history for each customer and technician with details like order requests, resources used, notes, and invoices. 
ServiceMax
ServiceMax
Start Price
$59
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked ServiceMax

ServiceMax, a field service management software, has garnered positive feedback for its user-friendly interface, scalability to accommodate growing businesses, and adaptability to various industries. Users appreciate the comprehensive overview it provides of customers, assets, and inventory, enabling efficient management and automation of field service processes. The software's ability to track work orders in real-time, ensuring timely completion, has been a significant advantage for many businesses. Additionally, ServiceMax's mobile app empowers field technicians with access to crucial information and tools, enhancing their productivity and responsiveness.

However, some users have expressed concerns about the software's cost and its limited integration capabilities with other systems. These limitations can pose challenges for businesses with complex IT ecosystems or budget constraints. Despite these drawbacks, ServiceMax remains a popular choice for companies seeking to optimize their field service operations. Its strengths in providing real-time visibility, improving technician efficiency, and enhancing customer satisfaction make it a valuable tool for businesses of all sizes. The software's ability to track key performance metrics, such as first-time fix rates and technician utilization, allows companies to identify areas for improvement and make data-driven decisions.

ServiceMax is particularly well-suited for asset-centric industries, such as manufacturing, utilities, and healthcare, where managing and maintaining equipment is critical. Its features for tracking spare parts, managing work orders, and scheduling preventive maintenance align well with the needs of these industries. The software's mobile capabilities, including offline access, ensure that technicians can work effectively even in remote locations with limited connectivity. Overall, ServiceMax offers a robust and versatile solution for companies looking to streamline their field service operations and improve customer satisfaction.

Pros & Cons

  • Streamlined Work Order Management: ServiceMax shines in its ability to efficiently manage work orders, encompassing scheduling, dispatch, parts logistics, and real-time updates, ensuring technicians have the necessary information at their fingertips.
  • Enhanced Technician Productivity: Mobile access empowers technicians with tools to view work orders, access customer information, and document service details, ultimately boosting productivity and first-time fix rates.
  • Improved Customer Satisfaction: Features like appointment scheduling, real-time service updates, and self-service portals contribute to a better customer experience, fostering loyalty and positive feedback.
  • Data-Driven Insights: ServiceMax facilitates data collection and analysis, enabling businesses to gain valuable insights into field service operations, identify trends, and make informed decisions for continuous improvement.
  • Scalability and Flexibility: The platform's scalability allows it to adapt to the evolving needs of businesses, accommodating growth and changing requirements with ease.
  • Customization Challenges: The platform's rigidity can make tailoring it to specific workflows or unique business requirements a hurdle, especially for organizations with intricate service processes or industry-specific needs.
  • Usability Concerns: Navigating the interface and accessing key features can feel cumbersome due to the platform's complexity, potentially hindering user adoption and productivity, particularly for technicians in the field who require a streamlined experience.
  • Integration Complexities: Connecting ServiceMax with existing enterprise systems or third-party applications can pose integration challenges, requiring additional development effort or specialized expertise to ensure seamless data flow and process synchronization.

Key Features

  • Makes technicians 23% more productive: ServiceMax’s cloud-based delivery helps technicians and field service software increase their productivity by as much as 23%. Colloquially, recent studies show that it can also increase customer satisfaction by as much as 20%. 
  • IoT Management: The internet of things (IoT) can greatly augment the field service experience, and ServiceMax comes equipped with features to handle real-time data from IoT devices. These tools help managers and technicians to get to them before they reach a point of failure. IoT integrations can also increase service revenue by 25% and improve uptime by 12% in ServiceMax studies. 
  • Work Order Management: Leveraging a 23% productivity bump, the product’s work order management system is robust and equipped to handle work orders from numerous sources. It offers customer self-service, automated scheduling and a salesforce CRM integration to make receiving orders, scheduling techs and assessing customer data a breeze. 
  • Real-Time Scheduling and Dispatch: Scheduling and dispatching technicians is a monumental task, but with real-time scheduling, dispatch and optimization users can automate these tedious tasks. The system takes into account a number of different factors, including job location, technician skill level and prior job commitments. It can then automatically dispatch the proper tech and optimize his or her route to save time and wear on their vehicle. 
  • Mobile Technician Enablement: Field workers will never be out of sync with their back-office managers. The app can run on numerous devices and connect to home-base easily. This gives techs access to schematics, important data points, maps and tutorials. 
  • Contractor Management: With over 20% of the field service workforce predicted to be contractors by 2020, ServiceMax seamlessly integrates contractors into its payment and scheduling system, enabling a hybrid field service workforce. 
  • Built-In Analytics: The app measures a user’s bottom line and key performance indicators (KPIs). It capitalizes on metrics like SLA achievement, contract leakage, engineer utilization and many more. These metrics are then displayed in intuitive dashboards and reports. 

Pricing

License/Subscription Cost
  • Recurring subscription-based model: monthly fee with a minimum number of users, based on the version selected: ServiceMax Express or ServiceMax Enterprise
  • Includes basic setup fees, plus customized implementation support and ongoing training workshops
Maintenance Cost
  • Regular maintenance releases and upgrades are included in the monthly fees and require no onsite IT support or installation
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Cost varies depending on the type of features/functionalities added-on for developing or enhancing an existing product feature or module
Data Migration Cost/Change Management/Upfront Switching Cost
  • Dependent on the type of existing software, the amount of data to be migrated, availability of migration tools, complexity of the data fields, etc.
Recurring/Renewal Costs
  • Recurring subscription fees typically include maintenance, monitoring, upgrades, training and support to the end-user
mHelpDesk
mHelpDesk
Start Price
$169
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked mHelpDesk

mHelpdesk can automate everything from first customer contact to payment, eliminating the need for manual and paperwork processes. It provides robust tools for customer management, quotation, shipment, invoicing, accounting and reporting. It helps to manage, stay organized and track every stage of the job. Most users liked that customer service teams were easily accessible, responsive and resolved issues quickly. Users said that it would be helpful if the map feature was more interactive, measured distance from jobs and uploaded excel spreadsheets. Reviewers mentioned that reporting capabilities are limited and the system tends to be slow or glitchy.

Pros & Cons

  • Functionality: All users liked that it provides all-in-one robust functionality without leaving the platform.
  • User Interface: The system’s user-friendly interface with color codes makes it easy to manage, understand and navigate, as noted by 94% of reviewers who mentioned ease of use.
  • Customer Service: More than 91% of reviewers referring to customer support noted that professional services were accessible and responsive.
  • Tracking/Monitoring: All users liked that it provided a convenient way to keep track of jobs, estimates and appointments.
  • Map: Around 82% of users said they would like more capabilities added to its map feature.
  • Performance: Almost all users reported that the software suffers from glitches and regular slow-downs.
  • Report: It provides limited reports, as observed by 60% of reviewers who referred to communication.

Key Features

  • Lead Management: Increase win-rates by as much as 70%, share notes between sales and service teams, automate communications, lead marketplace, status tracking and more are present in the software. 
  • Workflow Management: Users can automate workflows and gain a complete overview of daily tasks. Sends prompt notifications when a task changes. 
  • Scheduling and Dispatch: Schedule and dispatch field technicians as well as integrate with third-party calendars. Allows for automated assignment and smart scheduling to prevent schedule clashes. 
  • Inventory Tracking: Built-in inventory tracking features can schedule orders and send warnings when stock is low. It can also import items from QuickBooks. 
  • Mobile Offline Access:  Automatically detect when internet access is down, and then switch modes, virtually eliminating downtime. Offline mode offers full functionality, minus a connection to backend features. 
  • Mobile Payment Processing: Payment processing integrates into the mobile application. Accepts common credit cards such as VISA, Mastercard, AmEx and Discover. 
  • Customer Portal: Provides a customer portal with the ability to schedule jobs and manage billing. 
  • Billing and Invoicing: Create invoices anywhere at any time and integrate them with QuickBooks’ invoicing software. Offers custom templates as well. 

Pricing

License/Subscription Cost
  • Recurring subscription-based model: based on the number of users per month
  • Costs may vary depending on the mHelpDesk package selected
  • Pricing also includes the upfront cost for customization and integration
Maintenance Cost
  • Included in the subscription cost and covers ongoing upgrades and customer support through the self-help portal, email support, live chat and on-calls
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Varies depending on the functional requirements such as the type of data to be tracked, complexity of workflows, additional data fields, UI changes, dashboards and reporting needs, etc.
Data Migration Cost/Change Management/Upfront Switching Cost
  • Dependent on your current software, amount of data to be migrated, complexity of the data fields, level of automation and data migration tools to be utilized for transfer of data from the old to the new software
Training Cost
  • This cost is a factor of the type of training chosen, whether it’s end-user training, group/department training or video/self-training. Costs typically increase as one moves from video/self-training towards end-user training
  • Provides tutorials, knowledge repository, online support, phone support and video tutorials
Recurring/Renewal Costs
  • A recurring monthly fee is charged based on the subscription model selected, integration tools selected and other add-ons that aren’t included in the base package
  • Additionally, the monthly fee includes maintenance, monitoring, upgrades, training and support to the end-user
Service Fusion
Service Fusion
Start Price
$195
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Service Fusion

Service Fusion streamlines day-to-day business operations by keeping track of employees and delivery. It organizes customer databases, stores employee information at a central place, streamlines billing and invoices, automates recurring tasks, clamps inefficiencies and grows with a company’s needs to efficiently handle more volume. Its diverse capabilities help replace smaller products and reduce cost. However, the system offers limited reporting functionalities, requires an overhaul of its inventory management features, doesn’t function in offline mode and lacks a smooth mobile interface.

Pros & Cons

  • Functionality: The system keeps thorough track of projects, customers, recurring tasks and estimates. It organizes customer databases, adds contacts according to service locations, tracks delivery, streamlines billing, reduces cost and increases efficiency, as noted by 88% of users who talked about the product’s functionality.
  • Support: The system is backed by efficient customer support that is quick to answer questions about the product, resolve queries and fix issues, said nearly 81% of the reviewers who talked about support.
  • Cost: Nearly 83% of the users noted that the system doesn’t charge per user and offers flat-rate plans, making it affordable for growing businesses.
  • Reporting: Reporting capabilities offered by the product are cumbersome, and the customization options are limited, noted nearly 79% of reviewers who mentioned reporting.
  • Inventory Management: Nearly 82% of reviewers said that the system’s inventory management requires a major overhaul as it lacks manual entries, lacks options to delete an inventory from a warehouse and has issues with its employee applications.
  • Offline Mode: The product requires a steady internet connection and doesn’t work in places with low bandwidth, said nearly 74% of the reviewers that talked about offline mode.

Key Features

  • Customer Management: Create multiple service locations and customer contacts. Set billing terms and communication preferences, track referral sources and store images, documents and public and private notes. 
  • Scheduling and Dispatching: View all estimates and jobs to shift dates and times with drag-and-drop support. Share information with field workers via a call or text from the dashboard. 
  • Invoicing and Payments: Create invoices for single and multiple jobs. Choose cash, check or credit with the tool’s pre-built free payment gateway. 
  • GPS Fleet Tracking: Gain full visibility into vehicle locations. Records trip histories, allowing users to improve driving behavior without any reliance on drivers’ mobile devices. 
  • QuickBooks Integration: Integrate with QuickBooks to get discounts and automatic syncing of job invoices, deposits and payments. 
  • Estimate Options: Give customers the option to choose between option 1/2/3, good/better/best and replacement vs. repair and more. Create multi-page proposals. Customers can accept or decline estimates online. 
  • Job Photo Upload: Upload photos using a mobile app from the job site. Track jobs back to a technician or customer support session. 
  • Payroll Reports: Monitor office activity, remote workforces, work hours and employees clocking in and out. It auto-populates payroll reports and calculates overtime pay. 
Wintac
Wintac
Start Price
$3,145
One-Time
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Wintac

Wintac offers an easy-to-use software suite that eliminates the hassle of dealing with several tools while solving everyday business management problems. It organizes inventory, customer databases and vehicles. However, the product is dated, not cloud-based and is difficult to access remotely. It has a clunky user interface, requires a steep learning curve to get acquainted to its features and doesn’t offer automatic updates. It also lacks GPS tracking, a mobile application and has sluggish customer support.

Pros & Cons

  • Functionality: The system offers robust scheduling tools for everyday operations and keeps track of dispatches and customer databases for easy access. It is easy to navigate, manages multiple inventories and keeps track of vehicles, noted 81% of users who talked about the product’s functionality.
  • Cost: The product is affordable for small and growing businesses as it is offered on a flat-rate and doesn’t incur monthly charges, said nearly 75% of reviewers that talked about cost.
  • Invoice: Nearly 72% of users that mentioned invoicing noted that the system generates professional invoices and is good for billing purposes.
  • Cloud-Based: The system is not in sync with its competitors as it is only offered as an on-premise solution, which makes it difficult to access remotely, said nearly 83% of the reviewers.
  • CRM: Nearly 78% of users that spoke about CRM support noted that the system lacks basic CRM functionalities like lead management and tools to communicate with customers outside of the system.
  • Mobile App: The product doesn’t offer a mobile application to make it accessible from internet-connected devices, said nearly 74% of the reviewers who talked about its accessibility.
  • Reporting: Nearly 86% of users that mentioned reporting said that it is cumbersome to generate reports like lead sources, sales and service rates to extract valid data on an organization’s operations.

Key Features

  • Job Scheduling:  Track & schedule service jobs. Assign jobs to most suitable and nearest available field staff for efficient scheduling and quick service delivery. Create flexible schedules for all available services, work orders and field staff members. 
  • Dispatch Management: Dispatch Management: Get live locations of field staff for real-time dispatch. Send optimized routes, track arrival and send live updates and notifications to customers for a better customer experience. 
  • Work Order Management:  Create, update and manage work orders for one-time and recurring jobs, including details like addresses, issues, materials required, field staff assigned, estimates, checklists and more. 
  • Contact Management:  Manage, organize, segment and communicate with all contacts, including leads, prospects, clients, vendors, field staff and back-office employees, from a central location. 
  • Sales Management:  Track and manage leads. Ensure targeted communication and quick response rates for conversion. Send estimates and proposals using readymade customizable templates. 
  • Inventory Management:  Track, update and manage inventory items for multiple locations and vendors. Get built-in support for inventory barcode scanning and label printing. 
  • Accounting:  Manage unlimited accounts receivable and accounts payable through seamless integration with accounting tools such as QuickBooks, Peachtree, Timberline and more. 
  • Billing:  Manage over the counter sales along with an integrated billing system. Generate automated invoices based on service agreement terms. Track partial payments, dues and overpayments to manage finances efficiently. 
  • Equipment and Agreement Tracking:  Track equipment location, details and history through electronic serialization. Manage warranties and agreements with reminders for renewal. 
  • Dashboard:  Get a visual overview and analytical insights into key business operations with a drag-and-drop widget-based dashboard. 
Dataforma
Dataforma
Start Price
$69.98
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Dataforma

Dataforma streamlines business operations, tracks projects, sets accountability and stores crucial information in one place. It provides tools that help users with billing, accounting and processing payroll. Its numerous filters and subcategories provide analytics and in-depth reporting into strengths and weaknesses for critical decision-making. The system is backed with efficient and prompt customer support and offers thorough training to new users. However, it offers many convoluted business management features that require lengthy back-end setup, has a clunky UI and doesn’t send notifications when duplicate data is entered. It is expensive for small businesses, has a steep learning curve and requires numerous steps to create sales correspondence.

Pros & Cons

  • Functionality: The system streamlines operations, organizes current and upcoming work and helps field technicians process work orders swiftly. Users can quickly collect required information from clients to serve them better, noted 82% of users who talked about the product’s functionality.
  • Billing: Nearly 77% of reviewers who talked about billing said that the product offers tools that simplify billing and accounting. It tracks labor hours and costs to process payroll.
  • Reporting: About 83% of users that mentioned reporting said that the product offers numerous fields and subcategories to customize reports and find required data.
  • Support: The system is backed by prompt and efficient customer support to resolve product-related issues and queries, said about 80% of users who talked about support.
  • Duplication: The system doesn’t send notifications for multiple users entering the same information, leading to information duplication, noted 77% of users who talked about information duplication.
  • Usability: Nearly 78% of users that spoke about usability said that the system requires a steep learning curve and multiple training sessions to get acquainted with its capabilities and enter information.
  • Cost: The product is on the expensive side for small businesses as it charges a fee per user, said 81% of reviewers who mentioned cost.

Key Features

  • Database Management: Maintain a database of all contacts, including contractors and customers at a central platform, along with contact details, work orders and service history. 
  • Lead Tracking: Use lead tracking to centrally manage leads, collect granular lead data for targeted marketing campaigns, assign leads to salespersons and analyze lead-close ratios. 
  • Contract Management: Manage contracts with service providers, facilitate long-term relationships with contractors and give customers quicker service delivery. 
  • Document Management: Store, track and exchange a variety of documents with contractors and customers like contracts, quotes, invoices, service photographs, warranty documents and more. Save time spent on paperwork with centralized and organized information. 
  • Inventory Management: Accurately track fleet and inventory metrics like products and equipment, returns to vendors and returns from customers. Check, update and adjust inventory in real time. 
  • Work Order Management: Manage work orders by matching the service request to the most suitable service provider, schedule work orders in advance, track progression for individual orders, capture key information and manage invoices in the same location. 
  • Dispatch Management: Assign service providers, track locations, update customer ETAs and manage dispatch services for each work order. 
  • Portfolio Management: Manage a portfolio of service providers and major projects while making bids and proposals for new projects. 
  • Proposal Generation: Use pre-built proposal formats that include details like the scope of work, exclusions, inspection reports and more. Customize generated proposals to match the organization’s branding and exchange as a PDF. 
  • Project Management: Update and manage a project throughout its lifecycle from contact to completion, with detailed information such as inspection, estimates, key timeline dates, project material and invoice amounts. Monitor workflow scheduling, backlogs and work to be completed in real time. 
  • Correspondence Management: Manages real-time correspondence updates to ensure seamless internal and client-facing communications. It manages a detailed log of phone calls, letters, faxes, emails, messages, meetings and schedules with automated reminders for follow-up actions. 
  • Group Mailers: Engage leads, prospects and customers using customizable mass mailing features. Customize mailing campaigns for different target audiences while personalizing content for each target group. 
  • Billing and Invoicing: Generate accurate and timely invoices through work orders and projects, control overdue invoices, set credit limits, track collections and detailed financial reports. 
  • Purchase Orders and Payables: Create purchase orders for projects, track pending change orders, open purchase orders with a few clicks and analyze spending trends for better financial optimization. 
  • Work Order and Individual Calendars: Generate work orders, assign service providers and schedule work efficiently depending on the location, project type and availability. Let employees schedule their meetings, appointments, events and responsibilities, on individual and company levels. 
  • Service History Tracking: Maintain service histories by address, company or contact. Store critical information like proposals, renders, photographs, written descriptions, invoices, warranties and client and service provider contact details in a unified manner. 
  • Warranty Management: Upload, save, view, manage, share and update all warranty documents. Notify customers about expiring warranties using automated reminders. 
  • Customizable Dashboard: Use a customizable dashboard to quickly access, monitor and analyze business-critical information like work orders, client information, financial figures, scheduled alerts and activity reminders at a glance. 
  • Reports: Generate accurate and insightful reports on accounts receivable, open project status, work orders, inventory and more. Use filters for more details on certain aspects. 
  • Accounting Integration: Integrate with third-party accounting modules to manage accounts receivable, accounts payable, cash receipts, purchase orders and project costing. 
  • Google Maps Integration: Integrate with Google Maps to gain real-time insights on project and service provider locations and track transportation and asset deployments. 
Oracle Field Service
Oracle Field Service
Start Price
$100
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Oracle Field Service

User reviews of Oracle Field Service reveal a spectrum of opinions, highlighting both its strengths and weaknesses when compared to competitors like Salesforce Field Service Lightning and ServiceMax.

One of its most lauded aspects is its remarkable scalability and flexibility, enabling businesses to adapt to evolving requirements and grow alongside the platform. As one user aptly stated, "Oracle Field Service played a crucial role in scaling our service operations as we entered new markets." This adaptability sets it apart from less versatile solutions, making it ideal for complex enterprises experiencing rapid growth.

However, several users raised concerns about its steeper learning curve and higher cost compared to competitors. "The initial learning curve was definitely more challenging than we expected," commented a user during platform migration. This complexity, coupled with the cost, might not be ideal for smaller businesses or those with simpler needs.

Another recurrent criticism targeted the complexity of the interface, which some users found overwhelming and difficult to navigate. This stood in stark contrast to competitors like Salesforce Field Service Lightning, known for its user-friendly interface.

While the reporting capabilities met the needs of most users, some felt they lacked the depth and customization offered by ServiceMax. This could be a significant drawback for businesses requiring highly detailed service data insights.

Overall, user reviews portray Oracle Field Service as a powerful and adaptable platform, ideal for large organizations seeking comprehensive field service management capabilities. While its complexity and cost might deter smaller businesses or those seeking a simpler solution, those comfortable with the initial learning curve will find in Oracle Field Service a robust platform with the potential to significantly enhance service operations and deliver a positive return on investment.

Pros & Cons

  • Increased First-Time Fix Rates: Accurate information and knowledge management empower technicians to resolve issues on the first visit.
  • Improved Efficiency: Streamlined workflows and real-time updates enhance technician productivity and reduce service times.
  • Reduced Operational Costs: Optimized resource allocation, minimized paperwork, and improved first-time fix rates lower service costs.
  • Enhanced Customer Satisfaction: Real-time communication and self-service options improve customer experience and satisfaction.
  • Scalable and Flexible: Adapts to changing business needs and grows with a flexible and scalable solution.
  • Steeper Learning Curve: New users may require additional training to become proficient with the platform's complexity.
  • Higher Cost: Compared to simpler alternatives, Oracle Field Service can be a more expensive solution.
  • Complex Interface: The user interface can be overwhelming for new users and require some navigation effort.
  • Limited Reporting Capabilities: While reporting features exist, they may not be as comprehensive as some users require.
  • Not Ideal for Small Businesses: The feature-richness and cost may not be suitable for smaller businesses with simpler needs.

Key Features

  • Precise Geo-Coding: Access rich geographical information using advanced analytics and corroborating map data. This can be useful in optimizing service routes or in assisting field technicians.
  • Job Assignment: Route resources automatically to an urgent work assignment.
  • Dispatch: Match the most skilled technician with the right job automatically and dispatch field representatives efficiently — all optimized to fit the technician’s schedule.
  • Omni-Channel Communication: Enable customer communications through a variety of channels, such as email, text, phone calls and more.
  • Mobile Work Order Management: Assign, manage, and update work orders in real-time from any mobile device.
  • Inventory Tracking: Maintain accurate inventory levels and ensure technicians have the necessary parts and materials.
  • Real-Time Updates: Receive instant updates on work order status, technician location, and customer interactions.
  • Customer Signature Capture: Electronically collect customer signatures for proof of service and streamlined workflows.
  • Knowledge Management: Provide technicians with easy access to technical documentation and service procedures.
  • IoT Service Monitoring: Proactively monitor connected assets to prevent downtime and optimize maintenance schedules.
  • Contract Management: Manage service contracts, track warranty information, and ensure compliance with terms.
  • Reporting and Analytics: Gain valuable insights into service performance, identify areas for improvement, and make data-driven decisions.
  • Integrations: Connect with other enterprise applications, including CRM, ERP, and accounting systems.
  • Customizable Workflow Automation: Automate repetitive tasks and streamline service processes to improve efficiency.
  • Advanced Scheduling and Routing: Optimize technician schedules and routes based on real-time data to minimize travel time and maximize productivity.
  • Mobile App for Technicians: Equip technicians with a user-friendly mobile app to access work orders, customer information, and service resources.
  • Web Portal for Customers: Provide customers with self-service options to track service requests, view service history, and manage their accounts.
  • Multilingual Support: Support for multiple languages to meet the needs of global businesses.
  • Robust Security Features: Ensure data security and compliance with industry standards.
Dynamics 365 Field Service
Dynamics 365 Field Service
Start Price
$40
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Dynamics 365 Field Service

User reviews of Dynamics 365 Field Service paint a picture of a powerful, cloud-based field service management tool with plenty to offer. Its integrated ecosystem with other Microsoft solutions and seamless mobile experience win praise, alongside its ability to boost efficiency and first-time fix rates. Scheduling, dispatching, and real-time updates keep everyone informed, while access to customer history and knowledge bases empower technicians. This translates to happier customers and lower operational costs, which users value greatly. However, the initial setup and learning curve can be steep, especially compared to competitors like Salesforce Field Service. Some users also find the customization options limited, particularly for niche needs. Integration with existing systems can be complex, and occasional mobile app hiccups can be frustrating. Despite these drawbacks, many users believe Dynamics 365 Field Service's strengths outweigh its weaknesses, particularly for larger organizations who can leverage its deep integration with the Microsoft suite. For those seeking a user-friendly solution with out-of-the-box capabilities, other options might be more suitable. Ultimately, the choice boils down to individual needs and priorities, with Dynamics 365 Field Service remaining a strong contender in the field service management landscape.

Pros & Cons

  • Improved Efficiency: Streamlined scheduling, dispatching, and mobile tools boost technician productivity and reduce job completion times.
  • Enhanced First-Time Fix Rates: Access to knowledge bases, customer history, and remote diagnostics enable technicians to resolve issues quickly and accurately.
  • Reduced Operational Costs: Optimized scheduling, improved first-time fix rates, and streamlined workflows minimize travel costs and resource utilization.
  • Improved Customer Satisfaction: Real-time visibility, proactive communication, and efficient service delivery enhance customer satisfaction and loyalty.
  • Data-Driven Insights: Comprehensive reporting and analytics provide valuable insights to optimize field service operations and make informed decisions.
  • Scalability and Flexibility: The cloud-based platform adapts to changing business needs and integrates seamlessly with other Dynamics 365 applications.
  • Learning Curve: The initial setup and user training can be complex for some organizations.
  • Cost: The subscription fees and potential implementation costs can be high for smaller businesses.
  • Integration Challenges: Integrating Dynamics 365 Field Service with existing systems can be time-consuming and require technical expertise.
  • Limited Customization: While customizable, some users report limitations in tailoring the platform to their specific needs.
  • Reporting Complexity: Generating comprehensive reports can be challenging for users unfamiliar with the platform's reporting tools.
  • Mobile App Issues: Some users have reported occasional bugs and performance issues with the mobile app.

Key Features

  • Work Order Management: Create, prioritize, assign, and track work orders, including customer information, asset details, service history, and required tasks.
  • Scheduling and Dispatch: Optimize technician schedules based on skills, availability, location, and job requirements, leveraging intelligent routing and scheduling algorithms.
  • Mobile App for Technicians: Empower field technicians with access to work orders, customer information, inventory, knowledge base, and remote assistance tools on their mobile devices.
  • Customer Portal: Provide customers with self-service options to create service requests, track service status, view service history, and communicate with technicians.
  • Inventory Management: Track parts and supplies, manage inventory levels, and automate replenishment processes to ensure technicians have the right parts on hand.
  • Asset Management: Track asset location, maintenance history, and performance data for proactive maintenance and efficient asset utilization.
  • Knowledge Base: Provide technicians with access to a centralized knowledge base of troubleshooting guides, best practices, and product information.
  • Remote Assistance: Enable experienced technicians or experts to remotely assist field technicians through video calls, augmented reality, and real-time data sharing.
  • Analytics and Reporting: Gain insights into key performance indicators, track trends, and identify areas for improvement with customizable reports and dashboards.
  • Integration with Microsoft Ecosystem: Integrate with other Microsoft Dynamics 365 applications, Office 365, and Azure for a unified view of customer data, business processes, and field operations.

Pricing

License/Subscription Cost
  • Based on monthly subscription license fee model, which includes key metrics such as type of module selected, authorized number of users1 and maximum number of appointments, as defined in the work order/contract
  • Pricing also includes the upfront cost for customization and integration
Maintenance Cost
  • Included in the subscription cost, and covers ongoing upgrades and customer support
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Costs will vary depending on the type of add-on modules selected, such as mobility cloud service, capacity cloud service, customer communication cloud service, collaboration cloud service, smart location cloud service and forecasting cloud service
Data Migration Cost/Change Management/Upfront Switching Cost
  • Dependent on the amount of data to be migrated, availability of migration tools, complexity of data and gaps between the existing system and the new system
Recurring/Renewal Costs
  • Costs will vary depending on the type of add-on modules selected and the monthly fees paid for ongoing maintenance, upgrades and support

COMPARE THE BEST HVAC Software

Select up to 2 Products from the list below to compare

 
Product
Score
i
SelectHub’s Analyst Rating is based on data from our 400+ point analysis of HVAC Software, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are periodically updated via ongoing selection projects and user activity within our platform.
Start Price
Free Trial
Company Size
Deployment
Platform
Logo
Housecall Pro
$49
Annual, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Housecall Pro
ServiceTitan
$398
Monthly
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
ServiceTitan
Intuit Field Service Management
Still gathering data
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Intuit Field Service Management
ServiceMax
$59
Per User, Monthly
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
ServiceMax
mHelpDesk
$169
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
mHelpDesk
Service Fusion
$195
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Service Fusion
Wintac
$3,145
One-Time
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Wintac
Dataforma
$69.98
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Dataforma
Oracle Field Service
$100
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Oracle Field Service
Dynamics 365 Field Service
$40
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Dynamics 365 Field Service

All HVAC Software (78 found)

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Housecall Pro

by Housecall Pro
Housecall Pro
Housecall Pro, sometimes referred to as HCP, is a service industry and fieldwork software solution that exists both as a cloud and mobile application. It helps users do away with pen and paper bookkeeping by streamlining essential back-office tasks. It also takes standard field service workflows and integrates them into its mobile and cloud-based applications.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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ServiceTitan

by ServiceTitan
ServiceTitan
ServiceTitan is a cloud-based solution that provides small to mid-sized businesses with capabilities such as scheduling, dispatching, invoicing, payroll, timesheets, contract management, marketing, sales and customer communications. It helps companies streamline day-to-day operations, boost customer satisfaction and access data insights anytime and anywhere. With comprehensive reporting inclusions and mobile modules to facilitate field operations, it saves money and time while improving operational efficiency and bottom-line revenue.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Intuit Field Service Management

by Intuit
Intuit Field Service Management
Intuit Field Service Management ES is an end-to-end solution for businesses to manage employees, customers, assets, operations and finance from a centralized location. It helps users perform numerous tasks, such as job scheduling, inventory management, invoicing, work order management and payroll processing, eliminating paperwork and improving efficiency. Enabled with QuickBooks Enterprise integration, it seamlessly coordinates real-time data updates between field service operations and financial information related to invoicing and payments.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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ServiceMax

by ServiceMax
ServiceMax
ServiceMax is an enterprise-grade solution designed for field technicians and back-office managers to help manage essential tasks such as job scheduling, inventory management, onboarding, employee routing and more. It addresses key issues in the field service industry for businesses of any size and scope. It’s cloud-based, so it is deliverable across several platforms, including cell phones, tablets, desktop computers or embedded devices. It is designed to integrate into new or pre-existing IT infrastructures in medical, education, energy, manufacturing, mining and utilities.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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mHelpDesk

by mHelpDesk
mHelpDesk
mHelpDesk is a comprehensive software solution designed to streamline operations for businesses in the field service management sector. It is particularly well-suited for small to medium-sized enterprises looking to optimize scheduling, dispatching, billing, and customer service. One of the key benefits of mHelpDesk is its ability to enhance efficiency and productivity by automating routine tasks, allowing businesses to focus more on service delivery and less on administrative duties. Popular features include job scheduling, invoicing, and real-time job tracking, which collectively contribute to improved operational workflows and customer satisfaction. When compared to similar products, users often highlight mHelpDesk's user-friendly interface and robust support as distinguishing factors. Pricing considerations for mHelpDesk typically involve a monthly subscription model, with costs varying based on the number of users and specific features required by the business. This flexible pricing structure ensures that companies can select a plan that best fits their budget and operational needs.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Service Fusion

by Service Fusion
Service Fusion
Service Fusion migrates customer details in a digital format, streamlining users’ workflows. Users can view business operations across verticals through a centralized repository for reporting, invoicing, payments, scheduling and customer management. It combines AI and VoIP expertise for improved ease of use, tracks where users get their business and analyzes metrics to improve outcomes. Businesses gain visibility into their remote workforces and fleets to increase technician productivity and fleet tracking capabilities. Users can manage team safety and health with no-touch support. Remote scheduling and dispatch, bill payments and online estimates, email options and integrated VoIP support field teams. It provides enterprise-level inclusions to small business owners and comes with a flat-rate pricing plan.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Wintac

by Wintac
Wintac
Wintac is an on-premise business management tool that organizes, automates and tracks all aspects of the service industry. Combining key pieces of relevant and popular offerings in the industry, it manages everything from scheduling and dispatching, inventory management, customer information management, work order management to invoicing and accounting. It eliminates paperwork and saves time while optimizing information and business processes for maximum productivity and optimized efficiency. Its one-time license fee makes it one of the most affordable options on the market.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$1,000 or more
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Dataforma

by Dataforma, Inc.
Dataforma
Dataforma is a comprehensive software solution designed to streamline operations for businesses in the field service management sector. It is particularly well-suited for companies looking to manage tasks efficiently, from scheduling and dispatching to invoicing and customer management. One of the key benefits of Dataforma is its ability to centralize data, making it easier for businesses to access and analyze information, leading to improved decision-making. Its popular features include work order management, project tracking, and mobile access, which enhances field communication and productivity. When compared to similar products, users often highlight Dataforma's user-friendly interface and robust customer support as distinguishing factors. Pricing considerations for Dataforma typically involve a subscription model, which may vary based on the number of users and the specific features required by the business, making it a flexible option for companies of different sizes.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Oracle Field Service

by Oracle America
Oracle Field Service
Oracle Field Service is a cloud-based software solution designed to streamline service operations for businesses with mobile workforces. It helps schedule, dispatch, and manage field technicians, optimize routes, track inventory, and capture customer signatures. Popular features include mobile apps for technicians, real-time insights into service performance, and integration with other Oracle applications. Benefits include improved first-time fix rates, reduced service costs, and increased customer satisfaction. However, some users report complexity and a steep learning curve. Compared to similar products, Oracle Field Service is praised for its comprehensive functionality and tight integration with the Oracle ecosystem, but criticized for its higher price point. Pricing varies based on the number of users and features required, but typically falls within a range of $100-$200 per user per month, with annual billing. Pros Scalable Customizable Robust features Improved efficiency Increased customer satisfaction Cons Steeper learning curve Higher cost Complex interface Limited reporting capabilities Not ideal for small businesses
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Dynamics 365 Field Service

by Microsoft Corporation
Dynamics 365 Field Service
Dynamics 365 Field Service streamlines field operations for organizations dispatching technicians to customer locations. Its core functionality revolves around work order management, scheduling, resource optimization, and mobile enablement for technicians. This cloud-based solution caters best to mid-sized and large enterprises in service-oriented industries like field engineering, facilities maintenance, and pest control. Key benefits include improved scheduling efficiency, reduced operational costs, and enhanced customer satisfaction. Popular features encompass real-time technician tracking, knowledge base integration, and remote assistance capabilities. User reviews within the field service management domain generally praise its comprehensive feature set, ease of use, and robust reporting capabilities. However, some users cite limitations in customization options and integration with non-Microsoft products. Pricing typically follows a tiered subscription model based on the number of users and desired functionality. Expect costs to range from mid-four figures to several thousand dollars per month. Pros Intuitive interface Robust scheduling Mobile app for techs Seamless customer portal Powerful reporting tools Cons Limited customization Integration challenges Steeper learning curve Potentially costly add-ons Complex pricing structure
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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IFS Field Service Management

by IFS World
IFS Field Service Management
IFS Field Service Management (FSM) is a comprehensive software solution designed to streamline and optimize field service operations. It caters to businesses with complex service requirements, particularly those in industries like manufacturing, construction, and energy. Key benefits include improved scheduling and dispatch, real-time tracking and communication with technicians, automated workflows, and comprehensive reporting and analytics. Popular features include mobile accessibility, inventory management, service contracts, and preventive maintenance capabilities. Users praise IFS FSM for its user-friendly interface, robust functionality, and ability to scale with growing businesses. However, some users report challenges with customization and integration with other systems. Pricing varies depending on the specific modules and features required, but generally falls within the range of traditional enterprise software solutions. Payment options include annual subscriptions and upfront licenses. Overall, IFS FSM is a powerful tool that can significantly enhance field service efficiency and productivity, making it a valuable option for businesses seeking to optimize their operations. Pros User-friendly interface Robust functionality Scalability Mobile accessibility Comprehensive reporting Cons Customization challenges Integration difficulties Steep learning curve Limited support options High cost
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Workiz

by Workiz, Inc.
Workiz
Workiz is a comprehensive software solution designed to streamline the complexities of Field Service Management. It is particularly well-suited for small to medium-sized businesses in the service sector, such as HVAC, plumbing, and cleaning services, due to its ability to manage tasks efficiently, from scheduling and dispatching to invoicing and payments. One of the key benefits of Workiz is its user-friendly interface, which simplifies the management of day-to-day operations, allowing businesses to focus more on service delivery and less on administrative tasks. Popular features include real-time job tracking, customer communication tools, and detailed reporting, which collectively contribute to improved productivity and customer satisfaction. When compared to similar products, users often highlight Workiz's affordability and the adaptability of its features to a wide range of service industries. Pricing considerations for Workiz typically involve a monthly subscription model, with costs varying based on the number of users and the level of functionality required, making it a flexible option for businesses of different sizes and budgets.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Striven

by Miles Technologies
Striven
Striven is a cloud-based, all-in-one business management ERP platform with more than 20 years of experience in helping companies succeed by connecting and improving core business processes. With fully integrated accounting, CRM, inventory, project management and human resources features, it's comprehensive and robust. It helps users achieve total data transparency, unite their divisions and remote teams, develop reports in real time, predict and analyze, and save money on your subscription. The software is powerful, user-friendly and customizable to the specific needs of businesses in every industry.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Assetworks

by AssetWorks
Assetworks
AssetWorks helps users manage assets like vehicles, buildings, infrastructure, facilities and more. Its offerings include management of fleets and fuel, enterprise risks and assets, surplus assets and more. It streamlines processes and improves operations through better facility staffing, machinery management and workflows. It helps users handle consumables, equipment and properties efficiently and cost-effectively. Leveraging multiple modules enable companies to improve ROI, promote data transparency and reduce operating costs.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$1,000 or more
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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ServicePower

by ServicePower
ServicePower
ServicePower is a comprehensive software solution designed to streamline Field Service Management tasks. It is particularly well-suited for businesses looking to optimize their field service operations, from small enterprises to large corporations. The software offers significant benefits including improved scheduling efficiency, enhanced customer satisfaction, and increased operational visibility. Among its most popular features are intelligent scheduling, mobile workforce management, and real-time updates, which collectively help businesses manage their field service tasks more effectively. When compared to similar products, users often highlight ServicePower's user-friendly interface and its ability to integrate seamlessly with existing systems, which enhances its appeal. Pricing considerations for ServicePower typically involve a range based on the size of the business and specific needs, with payment options that may include monthly or annual subscriptions. This flexibility in pricing ensures that businesses can find a plan that suits their budget and service management requirements.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Salesforce Field Service

by Salesforce.com
Salesforce Field Service
Salesforce Field Service (formerly Field Service Lightning) is a web-based solution for managers and field technicians to handle a variety of tasks. Built for businesses of all sizes, it offers a unique and robust suite of platform-agnostic inclusions, leveraging SalesForce’s powerful CRM features. It has capabilities for document management, skill-based assignments, routing services, price quoting knowledge articles, inventory and stock statuses, barcode scanning and much more. Owing to its functionality, it became the fastest-growing product in SalesForce’s history in 2018, generating $100 million in pure revenue two years after its launch. It also helped put the company over $13.28 billion in revenue and is on track to hit the CEO’s revenue goal of $20 billion by 2022.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Fieldglass

by SAP America
Fieldglass
SAP Fieldglass is a cloud-native vendor management platform that helps global enterprises search, engage, handle, pay and drive value from the growing workforce, including contract, contingent labor and service providers. It automates the procedure of discovering, procuring and managing external talents. It offers multiple modules such as contingent workforce management, services procurement, worker profile management and assignment management. Extensive open integration and technological innovation allow organizations to minimize costs, maintain compliance, enforce security, increase program efficiencies and improve worker and supplier quality.
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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ServiceM8

by ServiceM8
ServiceM8
ServiceM8 is a cloud-based system that helps field service professionals minimize paperwork and manage all aspects of field activities. Some of these processes include sending quotes, scheduling jobs, tracking field staff and handling invoices, reports and on-site payments. It opens up communication with real-time updates between field, back office and management staff as well as customers, ensuring faster services and time-efficient business operations.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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WorkWave Route Manager

by WorkWave, LLC
WorkWave Route Manager
WorkWave Route Manager is a cloud-based solution that helps users manage fleets, plan routes, track drivers and stay connected with staff and customers. It automatically plans routes and delivery schedules based on time constraints, vehicle load limits, layovers and estimated mileage and costs. Suited for professionals in logistics, transportation and last-mile delivery businesses, it offers real-time alerts and notifications, along with GPS tracking that enables smarter routing, better fleet management and improved operational efficiency.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Coresystems

by Coresystems
Coresystems
Coresystems, acquired by SAP in 2018, is a cloud-based system that helps businesses manage field operations and resources, offers customer support and expands businesses from a centralized location. It supports real-time scheduling and dispatching, invoice creation and billing, quoting and expense tracking, integrated CRM, customizable automated workflows and more. With its workforce optimization and team collaboration abilities, it optimizes information and business processes for maximum productivity while minimizing costs, paperwork and manual errors.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Buyer's Guide

The Best HVAC Software Is All About Streamlining Your Workflow

By Peter Lalush, Content Writer at SelectHub

HVAC Software BG Intro

Heating, ventilation and air conditioning (HVAC) systems are essential parts of everyday life. From work to home to school, it’s important that everyone can stay comfortable, no matter what the weather is — and thanks to warmer summers putting more strain on systems, malfunctions are bound to happen. A shift towards energy efficiency means older HVAC systems are often in need of replacement as well.

When those systems break down or need an upgrade, your HVAC repair and maintenance company will certainly be in high demand, but there’s plenty of competition out there. That’s where HVAC software comes in, helping you increase customer satisfaction and make the entire process easier for everyone.

HVAC software, a subset of field management software, provides a centralized place for your business to estimate prices, schedule repairs, communicate with customers and receive payments. It automates the most tedious tasks to keep your personnel focused on the most important parts of your workflow.

In this guide, we’ll go over some of the common features and benefits of HVAC solutions, and list the best software options to help you make the right decision for your business.

Executive Summary

  • Adding software to your workflow can boost your communication, efficiency and business organization.
  • The best HVAC software covers all steps of the business process — from estimation and scheduling to CRM and invoicing.
  • Keep your company size and implementation requirements in mind when deciding on the right software for your business.
What This Guide Covers:

What Is HVAC Software?

HVAC software is a solution designed to help manage the daily operations of an HVAC business. Any HVAC company needs to cover four bases in their day-to-day operations: giving estimates to potential customers, scheduling work orders and repairs, communicating with the customer throughout the process and invoicing to receive payment for the work.

Many aspects of these operations can be error-prone and tedious. Automation tools allow you to ensure that tasks are completed accurately and that your personnel are utilized effectively, so you can maximize efficiency.

Primary Benefits

Improved Customer Communication

Using a centralized platform for your HVAC communications needs allows you to keep track of every message and call between you and your clients before, during and after the job. You won’t miss any important emails or voicemails from clients who need to discuss a quote with you, schedule a job or make a payment. Some HVAC service software also allows instant messaging through your website, allowing clients to request or approve changes to quotes.

Related Categories

Primary Benefits of HVAC Software

Increased Business Efficiency

HVAC software allows you to easily organize your jobs on a calendar, preventing you from booking too few or too many work orders. Managers can then assign or reassign available technicians to jobs with a couple of mouse clicks or taps on a phone screen, and technicians can read and leave notes on their work orders from their own devices.

Better Organization

HVAC software eliminates the need to search through physical files or digital folders for a work order or invoice. You’ll never have to worry about losing paperwork again — all your job, system and customer history can be accessed from any device connected to your work platform.

Key Features & Functionality

Estimation

Schedule repair and installation assessments, track quotes and estimates while on location, and quickly transfer a quote to a confirmed job.
Dispatch

Organize jobs and visualize them on a calendar, assign or reassign technicians to different jobs, and directly communicate with staff through job notes and forms.
CRM

Keep track of every call and message from clients, directly access the work history of a particular client and make sure no paperwork is out of place.
Invoice

Create professional invoices using templates, receive and accept payment for services online, and ensure that tax information is up-to-date by integrating with tax management software.
Mobile Capabilities

Allow employees to access job information, quotes, invoices, customer history and more, all from their phones or tablets.

Software Comparison Strategy

If you’re ready to start making a list of potential options, there are a few things you should keep in mind when figuring out which HVAC software is right for you.

Company Size

Your field management software needs may differ depending on whether you’re a small business or a large corporation. While most HVAC service software companies offer the same base capabilities, some solutions are better suited to smaller companies, trading off a more feature-intensive platform for a lower cost of entry.

Cloud vs. On-premise

While most HVAC software is based in the cloud, there are still several options for you if you prefer hybrid or entirely on-premise technology. Cloud-based field management solutions grant you greater flexibility and modularity in how you deploy them and come with a dedicated tech support team. Conversely, on-premise solutions won’t be compromised in the case of an Internet service outage, and you’ll have total control of your data and scaling.

Cost & Pricing Considerations

With your budget in mind, it’s important to consider a couple of factors when figuring out how much different software platforms will cost you. A less expensive solution may have fewer features, but may also be exactly what your company needs to ease into using HVAC software if you don’t need every feature out there.

Cloud-based versus on-premise solutions are another factor — cloud services have a lower cost of entry, but typically use a subscription model compared to the single up-front cost of an on-premise package. Your company size will likely impact your budget as well, depending on how many users you’ll need to authorize with any given platform.

The Most Popular HVAC Software

Now that you’re familiar with what an HVAC software package can do for you, how do you nail down which vendor is right for your business? SelectHub’s research is here to help — based on our surveys of users, we’ve narrowed it down to the following three HVAC solutions.

Housecall Pro

Cost-effective, cloud-based and comprehensive, Housecall Pro is one of the most popular HVAC software packages available. It can handle all aspects of a repair and maintenance business from a single place, eliminating the need for cumbersome back-office tasks and paperwork. In addition, 100% of surveyed users praise Housecall Pro for its user-friendly interface, making it as simple as possible to onboard workers.

Housecall Pro

Housecall organizes all your paperwork into a single cloud-based platform that’s easy to read.

ServiceTitan

While a bit more expensive to implement than Housecall Pro, ServiceTitan is easier to incorporate for smaller HVAC businesses. It also offers both cloud-based and on-premise applications, allowing you to utilize whichever version works best for you. Customers cite ServiceTitan’s user-friendliness and responsive customer support as some other favorable points.

ServiceTitan

ServiceTitan boasts a clean interface and a focus on small businesses.

Intuit Field Service Management

One of Intuit Field Service Management’s upfront benefits is being from the same developers as QuickBooks, ensuring easy integration between the two. It can be implemented by all company sizes in cloud-based and on-premise forms and features mobile applications so your employees can easily access the scheduling and data they need.

Intuit Field Service Management

Intuit unifies mobile and desktop applications into a useful whole.

 

 

Questions To Ask

HVAC Software Key Questions To Ask

Before seeking out HVAC software for your business, ask yourself a few questions to determine what will and won’t work for you.

  • What are my implementation needs?
  • How comfortable am I with my employees learning a new system?
  • Should I invest in a system that heavily uses mobile devices?
  • What is my competition using?
  • What’s my budget?

Remember to have questions about the vendor and software at the ready when speaking with vendors as well — they’ll be happy to clarify anything you might need to know.

  • What options do you offer for cloud, on-premise, or hybrid environments?
  • What steps are necessary to integrate your platform with an existing system?
  • How easy is it to onboard employees to your system?
  • What do you offer for tech support?
  • How often do you update your software platform?

In Conclusion

Incorporating an HVAC software suite into your workflow can help you centralize your paperwork, keep track of customer communications and make your whole working process far more efficient.

If you’re trying to decide which HVAC solution is right for you, we hope this buyer’s guide will help — and if you need more information, we have plenty of resources to point you in the right direction, like our field service management software requirements template.

Are there any other solutions not listed here that you’re already using? What makes the platform you’re using great? Let us know below!

Product Comparisons

Additional Resources

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Olivia
By Olivia Edens
Technical Content Writer
As a SelectHub Technical Writer, Olivia Edens loves helping readers navigate through the world of HR, payroll, field service, PSA, and time and attendance software. Olivia earned a B.A. in English from the University of Phoenix. When she's not researching or editing, she loves rewatching The Office, scootering around the city and taking her cat for a walk. Fun fact: In high school, she won an award for most ideas per minute.
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Shantashree
Technical Research By Shantashree Das
Senior Analyst
Hailing from the Northeastern state of Assam, India, Shantashree Das completed her Bachelor of Engineering (B.E) in Computer Science and Engineering at the Royal School of Engineering and Technology (now Royal Global University) in Guwahati. She then pursued her Master of Business Administration (MBA) in Operations Management and Marketing at Assam University, India, where she developed a strong interest in ERP. Over the course of her career at SelectHub, Shantashree has gained specialties in various ERP and construction software categories, such as Manufacturing Software, CMMS Software, Construction ERP Software, Warehouse Management Software, Supply Chain Management Software, Distribution Software, Field Service Software, Takeoff Software, Construction Bidding Software, Construction Estimating Software, Construction Management Software, Construction Scheduling Software, and Property Management Software.
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Kankana
Technical Review By Kankana Kalita
Principal Analyst
A seasoned business and research analyst, Kankana Kalita specializes in ERP, CMMS, manufacturing, construction, supply chain, HRMS and CRM. Prior to joining SelectHub, she earned a Bachelor's degree in Computer Science and Engineering, an MBA in Operations and Marketing, and worked in email marketing and logistics.
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Joe
Edited By Joe Evans
Content Editor
Joe Evans is an Editor and Senior Market Analyst at SelectHub. A seasoned professional wordsmith, he has a bachelor's degree in journalism and electronic media and a decade of professional expertise in crafting top-tier digital content for niche online brands. He leads his small yet formidable team in producing helpful, compelling content in vital categories like HR, payroll, talent management, performance management, marketing automation home health, MES. When not editing and writing, he enjoys sports, quality time with family and dogs, and remains constantly in pursuit of something new and interesting to read or listen to.
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