HVAC software list

Best HVAC Software for HVAC Contractors (2026)

PocketBoss is HVAC business software for owner-operators and crews of up to 25: equipment records with filter size and refrigerant type, maintenance plans, scheduling, estimates, invoices and payments, from $19.99/month for one user to $99.99/month for up to 25 users. Jobber and Housecall Pro publish higher starting prices and more built-in automation, while ServiceTitan and FieldEdge price by quote and suit larger shops with dispatchers and office staff.

Below: the six tools side by side, a checklist for choosing HVAC management software, which tool fits which team size, and where PocketBoss falls short.

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From $19.99/month
14-day free trial
Web, iPhone and Android

Refrigerant gauges hooked to a rooftop condenser at sunrise

PocketBoss scheduling calendar in a demo HVAC account

HVAC software list: 6 tools compared

Prices are what each vendor publishes on its own pricing page, in US dollars before tax. “Request pricing” means the vendor does not publish a number. Feature notes name the plan where the vendor lists the feature; a listing says nothing about how deep the feature goes.

Tool	Who it tends to fit	Published price	HVAC features and the plan they are on	Watch for
PocketBoss	Owner-operators and HVAC crews of up to 25 who want equipment records, maintenance plans and invoicing on month-to-month plans.	Solo $19.99/month (1 user), Essentials $29.99 (up to 5), Pro $49.99 (up to 10), Boss $99.99 (up to 25).	Equipment records, Service Plans and Recurring Visits on every plan; dispatch board and QuickBooks Online sync on Essentials; good, better, best estimates on Pro.	No call-center, payroll or commission tools. Support is by email. Online payments are for US businesses.
Jobber	Growing service companies that want published prices and built-in automations.	Core: $29/month billed annually, $39 with a one-year commitment or $49 with no commitment (1 user). Connect for 5 users: $149, $169 or $199 a month.	QuickBooks Online sync, automated client reminders and time tracking listed on Connect; job costing and two-way SMS on Grow.	Extra users are $29/month each, and several features start on Connect or Grow, not Core.
Housecall Pro	Teams that want recurring service plans and more built-in automation in one product.	Basic: $59/month billed annually or $79 monthly (1 user). Essentials: $149 or $189 (5 users). Max: $299 or $329 (8 users, $35/month per extra user).	Online booking and job costing listed on Basic; QuickBooks Online sync on Essentials; recurring service plans and route optimization on Max.	Recurring service plans, the core of an HVAC maintenance program, are listed on the top plan.
ServiceTitan	Larger HVAC companies with dispatchers, call takers and office staff.	No prices published. Starter, Essentials and The Works each show Request Pricing; the page describes per-technician pricing.	Dispatching, call booking and a pricebook on every plan; payroll management from Essentials; customizable memberships and commission tracking on The Works.	You need a quote to know the cost, and the contract term is not on the pricing page.
FieldEdge	Established shops that sell flat-rate and keep their books in QuickBooks.	No prices published. Select, Premier and Elite each show Request Pricing, and the page points you to a demo.	Pricebook and flat-rate pricing, QuickBooks Online and Desktop, service agreements and call booking.	Plans include 2, 4 or 6 mobile app licenses, so count how many techs need the app.
Workiz	Service teams that want QuickBooks sync and online booking without moving to a top tier.	No prices published. Standard, Pro and Ultimate each show Request pricing. 7-day free trial.	QuickBooks sync and online booking listed on Standard, Pro and Ultimate; service plans on Ultimate.	Service plans are listed on the top plan only.

What to look for in HVAC management software

Take this checklist into every demo. The last column is how PocketBoss answers each question, with the plan it starts on.

You need	Why it matters on an HVAC call	Ask the vendor	In PocketBoss
Equipment at each address	The tech should know the unit, filter size and refrigerant before ringing the bell.	Can I store model, serial, filter size, refrigerant type and warranty date per unit, per property?	Every plan. Units sit on the customer’s property with nameplate photos, and the owner gets an email 30 days before a recorded warranty ends.
Maintenance agreements	Tune-up members keep revenue coming in the slow months.	Does the agreement bill and schedule on its own?	Every plan. Service Plans bill monthly, quarterly or yearly with a set number of visits; Recurring Visits put the work on the calendar. Charging a card on file needs Stripe.
Dispatch for more than one tech	No-cool calls land on top of booked work in July.	Can I see unassigned calls and drag them to a tech?	Essentials and up. The dispatch board shows unassigned jobs on top, and techs can be notified by text and email.
A price book	Common repairs and installs should cost the same no matter who quotes them.	Can I set a cost and a customer price per item and import my list?	Every plan. Price Book items carry a cost and a customer price, import from CSV, and can be priced automatically from your cost ranges.
Good, better, best options	Replacement quotes are easier to say yes to with options.	Can the customer pick an option and sign on their phone?	Pro and up for tiered estimates. Every plan has single-option estimates the customer signs in the portal.
Getting paid at the unit	Collecting before you leave beats chasing a check.	What does a card payment cost me, and who pays it?	Every plan. Card and ACH through Stripe. You pay Stripe’s fee plus a PocketBoss fee of 0.5% on cards or 0.25% on ACH (capped at $25); nothing is added as a fee or surcharge line.
Accounting sync	Your bookkeeper should not retype invoices.	Which plan includes QuickBooks sync, and which way does it sync?	Essentials and up. Invoices, the customers on them and payments go one way to QuickBooks Online.
Users	Helpers and office staff need their own logins.	What does each extra user cost?	Users come with the plan: 1 on Solo, up to 5 on Essentials, 10 on Pro, 25 on Boss.

An HVAC service call in PocketBoss, start to finish

A no-cool call on a July afternoon, followed from the phone call to the maintenance plan. The screenshots come from a demo HVAC account with fictional customers.

1. Book the call
Find or add the customer. The Property & equipment tab shows the units at that address: make, model, serial, filter size and refrigerant type. Put the visit on the calendar (or the dispatch board on Essentials) and attach a job checklist such as “AC tune-up”.
2. Work the unit
The tech opens the appointment in the iPhone or Android app, ticks off the checklist, takes photos and runs the job timer. A note on the unit's service log tells the next tech what was found.
3. Quote the repair or replacement
Build the estimate from your Price Book. On Pro, offer good, better and best options. The customer approves and signs in the portal on their phone.
4. Get paid and keep the customer
Convert the approved estimate to an invoice and send it by email or text with a pay link, or record a check. If you turn on overdue reminders, PocketBoss reminds the customer 3, 7 and 14 days past due. Then offer a Service Plan with two tune-ups a year, billed monthly, quarterly or yearly.

PocketBoss scheduling calendar in a demo HVAC account with color-coded service, repair and installation visits — The calendar in a demo HVAC account. The dispatch board for a crew starts on Essentials.

PocketBoss estimates and invoices list in a demo HVAC account with a refrigerant recharge, a tune-up and a past-due diagnostic — Estimates and invoices in one list, with the past-due invoice flagged and a Remind button.

Best app for an HVAC business, by team size

Monthly subscription prices only. Jobber and Housecall Pro ranges run from their annual-billing price to their month-to-month price; PocketBoss plans are month to month.

Team	What usually matters	PocketBoss plan that fits	Published alternatives
Just you	Quick estimates and invoices, equipment notes, getting paid on site	Solo, $19.99/month	Jobber Core $29 to $49 a month; Housecall Pro Basic $59 to $79 a month
2 to 5 people	Dispatch, crew time, QuickBooks sync	Essentials, $29.99/month for up to 5	Jobber Connect (5 users) $149 to $199 a month; Housecall Pro Essentials $149 to $189 a month
6 to 10 people	Route planning, tiered estimates, reports	Pro, $49.99/month for up to 10	Jobber Connect (10 users) $229 to $299 a month; Housecall Pro Max $299 to $329 a month for 8 users plus $35 per extra user
11 to 25 people	More techs and more phone calls	Boss, $99.99/month for up to 25	Jobber Connect (15 users) $299 to $399 a month; 16 or more users through Jobber sales; quote-based tools
Over 25, with call takers and payroll in the software	Call center, payroll, commissions, deep reporting	Not a fit: the largest plan stops at 25 users	ServiceTitan or FieldEdge, priced by quote

Where PocketBoss is not the right HVAC software

No call-center or call-booking screen for a team of call takers.
No payroll run or commission tracking. On Essentials and up, crew hours export as a payroll CSV for your payroll provider.
No live GPS tracking. The time clock (Essentials and up) stamps a location on clock-in and clock-out when the employee allows it.
No refrigerant usage log for EPA reporting and no load calculations; the equipment record stores the refrigerant type only.
Support is by email and setup is self-serve, with an optional setup session during the trial.
Online payments run through US Stripe accounts in US dollars, so PocketBoss fits US-based businesses.
The largest plan stops at 25 users.

If two or more of these are deal-breakers, look at ServiceTitan or FieldEdge, or compare plans on the ServiceTitan alternative page.

What PocketBoss costs an HVAC company

Users are part of the plan price, and every plan is month to month after a 14-day trial. Card payments cost Stripe's processing fee plus a 0.5% PocketBoss fee (0.25% on ACH, capped at $25), taken from the payout.

PocketBoss plans for HVAC companies
Plan	Price	Users	What it adds
Solo	$19.99/month	1 user	Customers, estimates with e-signature, invoices and online payments, customer portal, calendar, jobs, recurring visits, service plans, inventory, price book, mileage and texting (50 text segments a month)
Essentials	$29.99/month	Up to 5	Everything in Solo, plus: Dispatch board and crew assignments; Workforce time and GPS punches; Projects and job costing; Subcontractors by text link, no seats needed; QuickBooks Online sync; Online booking page; Receipts and expense records; Workflows and tasks; Reports (300 text segments a month)
Pro	$49.99/month	Up to 10	Everything in Essentials, plus: Tiered and sectioned estimate templates; Smart routing; Advanced dashboard analytics; SMS campaigns (600 segments a month); Banking and reconciliation
Boss	$99.99/month	Up to 25	Everything in Pro, plus: AI Receptionist with a dedicated local number; 100 AI Receptionist minutes a month included; 1,500 text segments a month

HVAC software questions

What is the best HVAC software for an HVAC business?

It depends on team size and how much office work you run. For an owner-operator or a crew of up to 25, PocketBoss covers equipment records, maintenance plans, scheduling, estimates, invoices and payments from $19.99 a month (Solo, 1 user). Jobber and Housecall Pro publish higher starting prices and more built-in automation. ServiceTitan and FieldEdge price by quote and suit larger shops with dispatchers and office staff. Run one of your own service calls in a trial before you choose.

How much does HVAC software cost?

PocketBoss costs $19.99 a month for 1 user, $29.99 for up to 5, $49.99 for up to 10 and $99.99 for up to 25. As published on November 6, 2026, Jobber Core is $29 to $49 a month for 1 user and Housecall Pro Basic is $59 to $79 a month for 1 user, depending on billing term. ServiceTitan, FieldEdge and Workiz do not publish prices. Card processing is extra with every vendor.

What is the best app for an HVAC business?

Pick one your techs can run from the truck. PocketBoss has native iPhone and Android apps and a web app, included in every plan. In the apps, techs see their schedule and today’s jobs, create and send estimates and invoices, track time with job timers, take job photos and look up the customer’s history. The office uses the same account on the web.

What should HVAC management software include?

At minimum: customer and equipment records by address, scheduling and dispatch, estimates the customer can approve, invoices with card payments, maintenance agreements that schedule and bill themselves, and an accounting sync. Then check which of those cost extra on each product: QuickBooks sync, good, better, best estimates, route planning and additional users often sit on higher plans.

Can HVAC software track maintenance agreements?

Yes. In PocketBoss, a Service Plan sets the price (monthly, quarterly or yearly), the visits included each year, and whether the customer’s card is charged automatically or you collect payment yourself. Recurring Visits put the visits on the calendar and can create or charge the invoice when a visit is marked done. Both are on every plan; automatic card payments need a connected Stripe account.

Does PocketBoss store HVAC equipment details like refrigerant type and filter size?

Yes, on every plan. Each customer property can list its units with type, make, model, serial number, location on the property, filter size, refrigerant type, install date, warranty end date, notes and nameplate photos. The owner gets one email when a recorded warranty is 30 days from ending.

Is PocketBoss a ServiceTitan alternative for an HVAC company?

For a shop of 1 to 25 users that does not need a call center, payroll or commission tracking inside the software, yes. ServiceTitan lists those tools on its plans and prices by quote per technician. PocketBoss publishes its prices (Pro is $49.99 a month for up to 10 users) and hands payroll to your payroll provider through a CSV export of crew hours.

Does HVAC software need to sync with QuickBooks?

If your bookkeeper works in QuickBooks Online, a sync saves retyping every invoice. PocketBoss sends invoices, the customers on them and payments one way to QuickBooks Online on Essentials and up. Jobber lists QuickBooks Online sync on Connect, Housecall Pro on Essentials, and FieldEdge lists QuickBooks Online and Desktop.

Sources and how we compared

PocketBoss publishes this page and benefits if you become a customer. Competitor prices and plan features were read on the vendors' own public pages on November 6, 2026, in US dollars before tax, and change often; confirm them with each vendor before you buy. PocketBoss details come from the current plan catalog and product documentation.

Read our editorial policy. Spot a mistake? Email [email protected] and we will fix it. Product and company names belong to their owners.

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