The Best HVAC Software For Your Business In 2025

Running a successful HVAC business requires plenty of time and effort. Undoubtedly, you have a million and one things to focus on to ensure the smooth operation of your company. That's why HVAC software is so important.

It helps streamline all of your business operations and reduces the workload for you and your employees. Yet, with so many different options out there, how do you choose the right platform?

We've created this guide to help you make the best decision for your business. We'll cover all of the top HVAC software options in 2025 and take a close look at their best features, pricing, and customer reviews.

Plus, we'll show you all of the steps you need to take to ensure the software you choose aligns with your company's requirements.

TOP HVAC Software Options In 2025

Ok, let's take a look at the best HVAC business software on the market in 2025.

Best for incentive management: ShareWillow

ShareWillow is a profit-sharing platform that assists businesses in creating, launching, and managing incentive plans that align employee goals with your company's objectives. The aim of the software is to help you motivate and reward employees by using structured profit-sharing schemes to make them feel more invested in the success of the business.

Key features

ShareWillow's key features include:

• Reports and documents: ShareWillow enables you to view all of your company's reports and documents on a single platform. This includes historical distributions, tax documents, and communications. As a result, the process of managing your incentive plans is streamlined, saving you plenty of time and effort.
• User-friendly dashboard: The platform features an intuitive dashboard that both employers and employees can access to view profit-sharing plans. This allows for total transparency and means employees can easily understand how their shares are worked out.
• Templates: If you don't want to create profit-sharing plans from scratch, you can use ShareWillow's pre-built templates. Then, you can customize the templates to match the specific requirements of your business.

Pricing

ShareWillow keeps things simple by offering one monthly plan with everything you need to create structured incentive plans:

• Essential Plan: $199/mo

ShareWillow also offers a one-time plan that can be tailored to your business goals. This involves a Plan Design Consultation where our incentive specialists help you design your plan—the prices for this start at $2,997.

Customer reviews

Here's what some of ShareWillow's customers say about the platform:

• “ShareWillow has changed how I work on every project. Knowing there’s a payout if we exceed the margin goal, I’m more mindful of costs and ways to save throughout the job." —Tim Abell.
• “This platform has made it so easy to stay on top of KPIs I am responsible for. Each KPI is tied to a bonus, and now I can monitor my progress in real time, which has helped me stay focused and prioritize my work." —Tamara Paterson.

Get a demo with on our our incentives experts here.

Best for streamlining operations: Workyard

Workyard is specifically designed to streamline operations and improve workforce management. It includes a wide range of features that help HVAC companies track job progress, enhance efficiency, and manage employee time effectively. As such, it's one of the best pieces of HVAC software for small businesses currently on the market.

Key features

Workyard's best features include:

• GPS-powered time-tracking: Workyard software uses GPS technology to provide accurate time tracking for HVAC technicians. So, employees can automatically clock in and out when they arrive at or leave a job site.
• Simplified service scheduling: Workyard features an intuitive drag-and-drop calendar that makes it easy for managers to assign jobs and adjust schedules as necessary.
• Job progress tracking: The real-time progress tracking and job costing tools allow HVAC technicians to add notes, update job statuses, and upload photos directly from the field.

Pricing

Billed annually:

• Starter: $6/mo per user
• Pro: $13/mo per user
• Enterprise: Custom pricing

Billed monthly:

• Starter: $8/mo per user
• Pro: $16/mo per user
• Enterprise: Custom pricing

Customer reviews

Here's what Workyard's customers have to say about it:

• “I can see exactly when an employee leaves our shop and arrives at a project site. Before Workyard, I had no way of knowing that.” —Brenda Tait.
• “Workyard allows me to really consolidate time. I’ve saved a lot of time routing people by proximity and best-case-scenario situations. I’ve never been able to do that before” —Shiloh Hoggard.

Best for customer communication: Podium

Podium's HVAC field service software is highly regarded for helping businesses enhance customer communication and improve overall service delivery. Specifically, it integrates numerous functionalities that cater to the unique needs of HVAC contractors. This makes it easier to manage business processes and customer interactions.

Key features

The most useful Podium features are:

• Automated marketing campaigns: Podium includes tools for sending automated follow-up messages, promotional offers, and reminders based on customer interactions.
• Unified messaging: It also consolidates your web chat, SMS, and email channels into a single platform. This means HVAC businesses can respond quickly to inquiries without having to switch between different systems.
• Seamless payments and invoicing: Podium allows you to send invoices and collect payments directly through the platform, simplifying financial transactions for your business and your customers.

Pricing

Podium only offers monthly billing, and the plans are:

• Core: $399/mo
• Pro: $599/mo
• Signature: Custom pricing

Customer reviews

Here's some of the feedback Podium gets from its current clients:

• “The best thing about Podium is that everything is right there. Whether people are texting you, emailing you, or calling you—it’s all in one place and everyone sees what everyone is doing.” —Joshua Jones.
• “The owner loves it. He couldn’t believe the amount of people we actually got to say yes to booking appointments over text. All of a sudden he had 20 renewal clients in one day." —Melissa Hill.

Best for routing and dispatching: FieldEdge

FieldEdge is a cloud-based HVAC service software that includes tools to help businesses improve customer service and increase productivity.

Key features

The most impressive features you get with FieldEdge include:

• Invoicing in the field: FieldEdge enables technicians to create invoices on-site and collect customer signatures. This leads to quicker and more efficient payment processing.
• Customer history access: The software automatically pulls up previous work order history for incoming clients, which streamlines and improves customer service.
• Routing and dispatching: FieldEdge also automatically assigns technicians to jobs based on availability, skills, and proximity, helping your HVAC business optimize job assignments.

Pricing

• Select: Custom pricing
• Premier: Custom pricing
• Elite: Custom pricing

Customer reviews

Here's what customers are saying about FieldEdge:

"From the first day of using FieldEdge, we saw huge returns on investment." —Ruben Watson.

"FieldEdge has improved our efficiency across the board." —Terri Littlejohn.

Best for customer management: ServiceTrade

ServiceTrade HVAC software can enhance the performance of your technicians and ensure your customers' needs are met. It's highly useful for scheduling and dispatching technicians and significantly improving customer management.

Key features

ServiceTrade's most notable features include:

• Accounting integrations: ServiceTrade allows for more accurate billing and financial tracking as it can be integrated with accounting software.
• Customer portal: It also assigns customers an online account where they can approve quotes, view service history, and preview upcoming appointments, leading to increased customer satisfaction.
• Scheduling and dispatching: ServiceTrade's scheduling and dispatching tools help reduce travel time and improve response rates.

Pricing

Like FieldEdge, ServiceTrade provides custom pricing for all of its plans. These plans are:

• Premium
• Enterprise
• Select

Customer reviews

Let's take a look at some positive customer feedback about ServiceTrade:

• “Each year, for the first three years after purchasing ServiceTrade, we were able to double our revenue – with the same if not less work." —Gabe Domenikos.
• “I like having the dashboard. I can see my open costs on a daily basis. I can see open work orders, open PMs, and revenue being billed on a daily basis. I’m not waiting until the end of the month when our financials come out to see how well we did.” —Gregg Perry.

Best for analytics: ServiceTitan

ServiceTitan is highly regarded for integrating multiple functionalities such as customer relationship management (CRM), invoicing, scheduling, dispatching, and inventory management.

Key features

ServiceTitan's key features include:

• Mobile app: ServiceTitan's mobile app is specifically designed for HVAC field technicians and allows them to document job details, generate accurate invoices, and obtain customer signatures.
• Scheduling and dispatching: ServiceTitan's HVAC service software includes a drag-and-drop interface that enables users to easily schedule and adjust jobs. It also helps managers create efficient routes for technicians to reduce travel time and costs.
• Analytics and reporting: The platform's robust analytics and reporting tools help managers assess and streamline business operations. This includes tracking KPIs, generating detailed reports, and identifying opportunities for improvement.

Pricing

ServiceTitan has three subscription plans, which all come with custom pricing:

• Starter
• Essentials
• The Works

Customer reviews

ServiceTitan has plenty of positive reviews from its customers, such as:

• “ServiceTitan is the best solution. We went from doing $16 million to this year doing just under $20 million." —Gary Cosmer.
• “ServiceTitan is very intuitive to use. It's a great tool and probably one of the best things I've invested in.” —Tim Flynn.

Best for job costing: Housecall Pro

Housecall Pro is an HVAC field service software that's been around since 2013. It comes with a full suite of tools designed to help you reduce paperwork, improve customer service, and grow your HVAC business.

Key features

Our favorite Housecall Pro features include:

• Job costing: The job costing feature allows you to accurately calculate the profitability of each job and track labor costs, commissions, and material costs.
• Reporting and analytics: Housecall Pro's reporting and analytics feature is even more comprehensive than ServiceTitan's. Among other things, you can analyze revenue trends, job completion rates, and customer satisfaction metrics.
• Scheduling and dispatching system: This tool helps you track technician availability and job progress in real-time. Plus, you can use the visual calendar to easily manage and adjust jobs.

Pricing

Billed annually:

• Basic: $59/mo
• Essentials: $149/mo
• Max: Custom pricing

Billed monthly:

• Basic: $79/mo
• Essentials: $189/mo
• Max: Custom pricing

Customer reviews

• "With Housecall Pro, I don't have to use multiple apps to accomplish the job. The platform has everything I need in one place." —Joe Massa.
• "Other platforms I've used are really complicated but Housecall Pro is super easy to use." —Holly Bennet.

Best for fleet management: Striven

Striven's HVAC software is known for helping businesses streamline their operations and improve overall efficiency. HVAC contractors and technicians use this platform to manage jobs, improve customer relationships, and much more.

Key features

The features we think you'll appreciate the most are:

• Integrated accounting software: Striven's accounting software enables you to manage accounts payable and receivable, generate financial reports, and connect with online banking. This leads to improved visibility into job costs and technician profitability.
• Fleet management: Striven's fleet management tools include maintenance logs, GPS tracking, technician routing optimization, and fuel consumption monitoring. As a result, your HVAC business can manage your vehicles more effectively and improve service delivery.
• Inventory management: This feature is very useful for monitoring parts and equipment in real time. It includes predictive restocking capabilities and integrated procurement workflows to ensure that the required supplies are always available.

Pricing

Striven offers two pricing plans, which are both billed monthly:

• Standard: $35/mo
• Enterprise: $70/mo

Customer reviews

To help you decide if Striven is the right choice for you, let's take a look at some customer reviews:

• "Striven is very user-friendly and, being internet-based, it's accessible from anywhere. The way it's laid out makes it easy to edit and add information." —Jenna Hall.
• "Striven is so easy to use and navigate. I've been using it every day for a year. I'd highly recommend it." —Deanna Applegate.

Best for custom workflows: FieldPulse

Business managers and technicians trust FieldPulse HVAC software to enhance customer interactions and take the stress out of administrative tasks.

Key features

• CRM: FieldPulse includes a comprehensive CRM that centralizes job histories, customer information, and service records. This allows you to effectively track customer interactions.
• Customer portal: The platform also includes an integrated customer portal where clients can book appointments, approve proposals, and pay invoices. This intuitive self-service feature improves transparency and the overall customer experience.
• Custom workflows: The FieldPulse platform allows managers to build custom workflows that align with their specific operational needs, giving you full control over every aspect of your day-to-day operations.

Pricing

As with ServiceTitan, FieldPulse offers three plans with custom pricing:

• Essentials
• Professional
• Enterprise

Customer reviews

Here are some examples of positive customer stories from FieldPulse's site:

• ”FieldPulse has been helpful with our growing pains, letting us easily manage and keep track of our work."​ —Colby Bruce.
• ”Using FieldPulse is a no-brainer compared to Joist and Jobber... You put more effort into helping your customers succeed." —Kenneth D. Jr.

Best mobile app: ServiceBox

Like many other platforms on this list, ServiceBox's HVAC software is cloud-based. This enables technicians to access it from any web-enabled device while they're in the field.

Key features

The features we found the most useful include:

• Work order management: When using ServiceBox, you can seamlessly create, track, and manage work orders. The software allows you to convert quotes into work orders, attach notes and photos, and record the time and materials used on each job.
• Mobile app: The mobile app is particularly helpful for technicians as it allows them to access schedules, work orders, and customer information in the field. It has functionalities that mean your technicians can get customer signatures, update job statuses, and input notes directly from the job site.
• Invoicing and billing: The invoicing feature can be integrated with accounting software such as QuickBooks. This ensures that your business's billing is synchronized and easy to manage.

Pricing

ServiceBox offers two plans, which are both billed monthly:

• Standard: $35 per user per month
• Premium: $55 per user per month

Customer reviews

Here's what some of ServiceBox's customers are saying about the software:

• "Easy to manage time and material…all forms are linked to the job site so we don't waste time entering the same info multiple times. With ServiceBox more time is spent working and less time on paperwork.” —Brendan K.
• “Much more user-friendly than other apps of the same design. I like that the jobs are easily navigated and that all information is conveniently stored under one job.” —Lucas K.

Best for invoicing: Joist

Joist's HVAC software focuses on helping businesses streamline the process of creating estimates, invoicing, and collecting payments. Overall, it's one of the best platforms on the market for simplifying the management of business operations.

Key features

As you can see, the key features of Joist are specifically tailored to efficiently managing your business's finances:

• Online payments: Joist supports online payment processing so HVAC contractors and technicians can accept credit card payments directly from invoices. This reduces payment delays and improves cash flow.
• Estimates and invoices: Joist also allows you to quickly create and share detailed estimates and invoices with customers. You can include things like photos, detailed line items, and contracts within these invoices to provide clear proposals to clients.
• QuickBooks integration: As with ServiceBox, Joist can be integrated with QuickBooks to automate bookkeeping tasks and ensure that financial data is synchronized across your various platforms.

Pricing

Billed annually:

• Basics: $80/yr
• Pro: $140/yr
• Elite: $320/yr

Billed monthly:

• Basics: $8/mo
• Pro: $14/mo
• Elite: $32/mo

Customer reviews

Some of the most positive reviews of Joist include:

• "This app is very helpful in terms of creating invoices and billings. It provides information on every invoice that you created as well as the progress of payment." —Vincent Van Helmont.
• "Joist is a very helpful tool when doing invoices. It was easy to navigate, and the interface is very user-friendly." —Hannah Grace.

Best for personalized service: Jobber

Jobber is designed to help small to medium-sized HVAC companies manage their scheduling, dispatching, invoicing, and customer relationships. The software aims to reduce manual tasks and allow you to focus on delivering high-quality services.

Key features

The key features of Joist's HVAC software are:

• Client management: Jobber's CRM tools help you maintain detailed records of customer interactions, service histories, and preferences. This facilitates better communication and personalized service.
• Invoicing: Like Joist and ServiceBox, Jobber allows you to create professional invoices and send them to your clients via email or SMS. Additionally, you can set up automated reminders for unpaid invoices to simplify the billing process.
• Scheduling and dispatching: As with other platforms on this list, such as Workyard and ServiceTitan, Jobber includes a drag-and-drop calendar that makes real-time scheduling quick, easy, and efficient.

Pricing

Jobber has a wide range of pricing plans for individuals and teams:

For individuals (billed annually):

• Grow: $126/mo
• Connect: $75/mo
• Core: $25/mo

For individuals (billed monthly):

• Grow: $150/mo
• Connect: $90/mo
• Core: $30/mo

For teams (billed annually):

• Grow: $210/mo
• Connect: $109/mo

For teams (billed monthly):

• Grow: $262/mo
• Connect: $127/mo

Customer reviews

There are plenty of positive reviews of Jobber on its site that demonstrate the satisfaction of its customers, such as:

• “Jobber made us look like a professional organization and brought everything together.” —Ryan Godfrey.
• “Jobber has definitely helped us get a lot of repeat business.” —Terrence Chan.

Best for time tracking: Service Fusion

Founded in 2014, Service Fusion has been trusted by HVAC businesses for over a decade. Like Joist, it can be integrated with QuickBooks, and its interface is known for being intuitive and user-friendly.

Key features

The features we think you'll like the most include:

• GPS fleet tracking: The GPS fleet tracking tool means managers can track technician locations in real-time, monitor driving behaviors, and assign jobs based on technician availability and proximity to job sites.
• Built-in time tracker: This feature enables technicians to log hours worked on jobs directly within the platform, increasing the accuracy of payroll and job costing.
• Custom reporting: One of our favorite features is the custom report builder which you can use to extract key data and insights from across the platform. By using this, you can make better-informed business decisions.

Pricing

Billed annually:

• Starter: $192/mo
• Plus: $298/mo
• Pro: $489/mo

Billed monthly:

• Starter: $225/mo
• Plus: $350/mo
• Pro: $575/mo

Customer reviews

Service Fusion has lots of positive reviews on its site like:

• "I have been in the HVAC business for over 55 years, and this is the best all-around software for running my business." —Charles Howe.
• "Service Fusion coming into the middle of growth helped simplify and develop organization and procedures and automated processes that helped." —Ryan Amerson.

Best for versatility: BuildOps

The BuildOps HVAC software is designed to enhance communication between office staff and field technicians. It's a highly user-friendly platform that businesses use to manage workflows through both mobile and web applications.

Key features

In our opinion, BuildOps' top three features are:

• Field tech-friendly mobile app: The mobile app allows technicians to complete work orders, access site plans, and collect customer signatures from a mobile device.
• Compliance tracking: BuildOps also includes tools that help you adhere to industry standards and legal requirements.
• Dynamic asset management: This enables businesses to maintain historical data, meaning you have access to service histories even if properties change hands.

Pricing

BuildOps offers custom pricing and plans, so businesses need to contact the company to request pricing information.

Customer reviews

BuildOps' clients have plenty of praise for the platform, such as:

• “BuildOps has empowered us to confidently expand our service agreements and instantly track the revenue impact.” —Page Rosenlund.
• "I love having the ability to add filters and create personalized views anywhere in the program. It’s very helpful for quick references to jobs needing auditing or overdue invoices.” —Kelsey Lowery.

How To Choose The Right HVAC Software For Your Business

Below, we've laid out some expert tips that will help you choose the right HVAC software for your business.

Assess your business needs

Before choosing your HVAC software, it's important to evaluate the specific requirements of your business.

For example, you need to assess how many technicians will be using the software and ensure your pick has the capabilities to support this many users. This may also have an impact on the price you pay for the software as many platforms charge per user.

Additionally, consider the services your business provides (e.g. installation, maintenance, emergency repairs) and check that the platform can accommodate these needs.

Budget considerations

Naturally, you'll also need to evaluate both the upfront costs of the software and the recurring expenses like subscription fees and maintenance costs. Make sure you choose an option that fits within your budget while still meeting your operational requirements.

Additionally, you need to perform a cost-benefit analysis. This means weighing up the potential return on investment (ROI) from improved efficiency and customer satisfaction against the cost (upfront and recurring) of the software.

Customer reviews and trial periods

When considering different platforms, it's always helpful to read reviews from current customers (like the ones we've included in our list). Keep an eye out for feedback about things like customer support, user-friendliness, and the specific features you need for your business.

Plus, make sure you take advantage of free trials and demo versions before choosing your platform. This allows you to test the software in real-world scenarios so that you can assess its functionality and compatibility with your business processes.

At ShareWillow, we offer a 7-day free trial so you can test out the features before making a commitment.

Actionable tips for shortlisting and testing software

As a small business owner, we know you're incredibly busy with the day-to-day running of your company. So, to make your life easier, we've put together this list of actionable tips for shortlisting and testing HVAC software.

1. Research options: Compare different HVAC software solutions based on features, pricing, and user reviews. Then, create a shortlist of options that align with your business's requirements.
2. Request demos: Contact the suppliers of the software on your shortlist and ask them to schedule demos. This will give you a good idea of how well each platform aligns with your needs. As you go along, remove any platforms from your shortlist that clearly aren't what you're looking for.
3. Test usability: Use free trial periods to evaluate the user interface and ease of use for both office staff and field technicians.
4. Gather team feedback: Be sure to involve your team in the testing process. This means you can gather their input on the platform and ensure it meets the needs of all the employees who will be using it.

There's The Right Software For Every HVAC Business

As you can see, there are plenty of options to consider when choosing HVAC software in 2025. Platforms like Service Fusion are ideal for time-tracking while Striven is your best bet for tracking your fleets. Before making your decision, remember to assess your business needs, evaluate your budget, read customer reviews, and make the most of free trial periods.

If your aim is to incentivize your employees and make them feel more invested in your company, then ShareWillow is the platform for you.

Want to know how profit sharing could work for your business? Check out ShareWillow’s Profit Sharing template.

FAQs

How long does it take to implement new HVAC software?

Implementing new HVAC software into your existing systems can take several weeks. This is because there are several key stages, such as a needs assessment, setup and customization, training, and the launch period.

How do HVAC software providers ensure data security?

HVAC software providers use a number of strategies to ensure data security, such as:

• Strong access controls and authentication protocols.
• Regular software updates and patching.
• Data encryption.
• Network segmentation.
• Intrusion Detection Systems (IDS).