Best HVAC Software for Small Contractors in 2026: Honest Reviews

By the PilotSuite Team | Updated February 2026

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We reviewed seven HVAC field service platforms so you don't waste $10,000 on software that doesn't fit your shop.

Here's what we found: most of this software is priced for companies doing $3M+ a year. If you run a crew of one to fifteen techs, you're either overpaying for features you'll never use, or using software built for a different industry that happens to tolerate HVAC work.

We used G2, Capterra, and Reddit's r/HVAC and r/fieldservice communities to find real contractor opinions—not vendor case studies. We'll tell you who each tool is actually for, what it costs, and when to walk away.

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Quick Picks

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Side-by-Side Comparison

Pricing as of February 2026. ServiceTitan does not publish pricing publicly.

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1. Jobber — Best Overall for Small HVAC Crews

Pricing:

• Core: $49/month (1 user)
• Connect: $149/month (up to 5 users)
• Grow: $299/month (up to 15 users)

G2: 4.5/5 from 310+ reviews | Capterra: 4.5/5 from 750+ reviews

What It Does Well

Jobber hits the sweet spot for small HVAC shops. The scheduling board is clean, drag-and-drop, and actually works on mobile. Quoting takes minutes. Invoicing syncs with QuickBooks Online automatically. Client follow-ups send automatically after jobs close.

The self-serve client portal lets homeowners request service, approve quotes, and pay invoices without calling your office. That feature alone saves three to five phone calls per job for most shops.

Where It Falls Flat

Jobber isn't HVAC-native. There's no equipment tracking tied to service history, no flat-rate price book, and no maintenance agreement automation worth mentioning. You can add those manually but you're building workarounds from day one.

Reporting is shallow. You can see revenue and jobs closed, but you can't slice profitability by tech, job type, or equipment age without exporting to a spreadsheet.

Real User Quote

"Jobber is genuinely good for what it is—quoting, scheduling, invoicing. But the moment you want anything HVAC-specific like tracking a unit's maintenance history or automating a service agreement, you're duct-taping things together." — G2 reviewer, HVAC contractor, 6 techs

Skip This If

You run maintenance agreements at volume, or you need equipment-level tracking across hundreds of residential accounts. Jobber isn't built for that and won't be.

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2. ServiceTitan — The Enterprise Standard (Read the Cost Warning)

Pricing: ServiceTitan doesn't publish pricing. Based on contractor reports across Reddit and Capterra, expect $200–$400 per user per month, a $1,500–$5,000 onboarding fee, and a minimum annual contract around $8,000–$15,000 for a small shop.

G2: 4.4/5 from 270+ reviews | Capterra: 4.4/5 from 240+ reviews

What It Does Well

ServiceTitan is the most complete field service platform on this list. Equipment history, flat-rate price books, revenue-per-call dashboards, technician performance scorecards, maintenance agreement automation, dispatch board, integrated financing—it's all there and it's all polished.

The reporting depth is unmatched. You can see average ticket by technician, close rate on equipment replacement recommendations, and revenue by zip code. If you're running a serious operation and can afford it, the data visibility pays for itself.

Where It Falls Flat

The onboarding process is brutal for small shops. Plan for six to twelve weeks before your team is comfortable. Customer support complaints dominate the negative reviews: long wait times, support tiers that gate urgent help behind higher plans, and a sales-to-support handoff that multiple contractors describe as "falling off a cliff."

The Real Problem for Small Shops

At $12,000+ per year before onboarding fees, ServiceTitan costs more than most single-tech HVAC businesses spend on a used service van. At 5 techs you're at $18,000–$24,000 annually. For a shop doing $600K in revenue, that's 3–4% off the top just for scheduling software.

Real User Quote

"ServiceTitan is incredible software if you can afford it and have someone to run it. We're 4 techs. We signed up, got buried in onboarding, and 8 months later left for Jobber. We weren't using 70% of what we were paying for." — Reddit r/HVAC, u/hvac_owner_midwest

Skip This If

You have fewer than 15 techs and no one in-house dedicated to running the platform. ServiceTitan rewards companies that invest in optimizing it. If you're the owner-operator doing dispatch on weekends, this tool will crush you with complexity.

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ServiceTitan vs. Everyone Else: The Real Cost Breakdown

This deserves its own section because we keep seeing small shops make this mistake.

A 15-tech shop spending $40,000/year on ServiceTitan when $4,000 in software would run the operation just as well is leaving $36,000 on the table. That's a tech's salary.

ServiceTitan makes sense when your operation is built around it: dedicated dispatcher, office manager using the CSR portal daily, revenue goals tied to average-ticket metrics. Below $2M in revenue, do the math first.

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3. Housecall Pro — Marketing Automation Strength

Pricing:

• Basic: $49/month (1 user)
• Essentials: $129/month (1–5 users)
• MAX: $299/month (unlimited users)
• Enterprise: custom

G2: 4.3/5 from 170+ reviews | Capterra: 4.7/5 from 2,700+ reviews

What It Does Well

<a href="https://housecallpro.partnerlinks.io/9mlha69fxwvt" rel="sponsored">Housecall Pro</a>'s customer communication engine is the best on this list for its price. Automated review requests, job follow-up sequences, and recurring maintenance reminders run without you touching them. If growing your Google reviews and customer retention matters to you—and it should—Housecall Pro has real infrastructure for it.

The consumer booking portal is solid. Customers can book online, pay invoices, and see job history without calling in.

Where It Falls Flat

Scheduling lacks depth. Technician skill routing, multi-zone dispatch, and complex recurring job logic all require workarounds. Contractors with 8+ techs report that the dispatch board gets unwieldy.

Equipment tracking is weak—similar limitations to Jobber. Flat-rate price books exist but the interface is clunky compared to ServiceTitan or FieldEdge.

Real User Quote

"The automated review requests alone got us from 40 Google reviews to 210 in one season. That part is worth every penny. The scheduling side feels like it was built for a simpler business than mine." — Capterra reviewer, HVAC contractor, Texas

Skip This If

Your priority is operational efficiency over customer growth. Housecall Pro is a marketing platform that also does scheduling. If you want to optimize dispatch and profitability first, look elsewhere.

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4. FieldEdge — HVAC-Specific Legacy Player

Pricing:

• Approximately $125–$150/user/month
• Setup and onboarding fees apply
• Annual contract typically required

G2: 3.9/5 from 55+ reviews | Capterra: 4.1/5 from 80+ reviews

What It Does Well

FieldEdge is built for HVAC, not adapted to it. Equipment history follows the unit across the system's life—install date, last service, refrigerant type, parts replaced. Flat-rate price books import cleanly. Maintenance agreement management is native, not a workaround.

If your business runs on service agreements and you need every tech to pull up a unit's full history from the driveway, FieldEdge does this better than Jobber or Housecall Pro.

Where It Falls Flat

The interface looks like 2014 because it basically is 2014. Mobile experience gets consistent complaints. Onboarding support ranges from adequate to frustrating depending on which rep you draw.

The review scores tell the story: FieldEdge scores 0.5–0.8 points lower than Jobber and Housecall Pro across both platforms. Contractors who love it accept the UX in exchange for the HVAC-specific depth. Many don't think that trade is worth it.

Real User Quote

"I've used FieldEdge for 7 years. It's not pretty and the app is slow but it knows HVAC. My techs can see every service call on a unit going back to day one. No other tool I've tried does that without a ton of custom setup." — Reddit r/HVAC, 8-tech shop owner

Skip This If

You're tech-savvy and care about UI quality, or you're onboarding young techs who expect modern software. FieldEdge requires patience with legacy design.

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5. ServiceFusion — Solid Mid-Market Option

Pricing:

• Starter: $99/month (flat, unlimited users)
• Plus: $199/month
• Pro: $349/month

G2: 3.8/5 from 100+ reviews | Capterra: 4.1/5 from 225+ reviews

What It Does Well

The flat-rate, unlimited-user pricing model makes ServiceFusion unusually affordable for growing shops. A 10-tech team pays the same as a 2-tech team. That's rare.

ServiceFusion covers the basics competently: dispatching, invoicing, customer history, GPS tracking, and QuickBooks integration. The parts ordering integration with major HVAC distributors is a practical feature most competitors don't include.

Where It Falls Flat

The platform feels unfinished in places. Customer support response times draw the most consistent complaints across review platforms. The mobile app stability lags behind Jobber and Housecall Pro.

G2's 3.8 is the lowest on this list. Dig into the reviews and you'll find a pattern: contractors who use only core features are satisfied; those who push into advanced scheduling or reporting hit walls.

Real User Quote

"Decent for the price, especially since they don't charge per seat. But their customer service is terrible. Had a billing issue that took 3 weeks to resolve. That's not acceptable when techs can't get paid." — G2 reviewer, 12-tech HVAC shop

Skip This If

Support responsiveness matters to your operation. ServiceFusion's pricing is compelling but you're trading some support quality to get it.

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6. Workiz — Best Budget Alternative

Pricing:

• Starter: $45/month (2 users)
• Standard: $95/month (5 users)
• Pro: $225/month (unlimited users)

G2: 4.7/5 from 300+ reviews | Capterra: 4.6/5 from 290+ reviews

What It Does Well

Workiz punches above its price. Scheduling, invoicing, client communication, and basic reporting all work cleanly. The Workiz Leads feature integrates directly with platforms like Angi and Thumbtack—useful if you're generating jobs through those channels.

The high G2 and Capterra scores reflect contractors who needed functional, affordable software and got exactly that.

Where It Falls Flat

Workiz is field service software that works for HVAC—not HVAC software. No flat-rate price books, no equipment tracking, no maintenance agreement infrastructure. You'll hit a ceiling as your business grows.

The per-tier user limits start to pinch around 5–8 techs where you're forced to jump to the $225/month Pro plan or start managing workarounds.

Real User Quote

"If you're just starting out or running solo, Workiz is legitimately great for the money. I outgrew it at about 6 techs. Moved to Jobber. But I'd recommend Workiz to any new contractor over day one." — Capterra reviewer, former Workiz user now on Jobber

Skip This If

You're already doing $500K+ in revenue with 5+ techs. Workiz will slow you down before long.

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7. FieldPulse — Mobile-First Dark Horse

Pricing:

• $99/month flat (includes unlimited users at base tier)
• Team: $199/month
• Business: $299/month

G2: 4.7/5 from 130+ reviews | Capterra: 4.8/5 from 180+ reviews

What It Does Well

FieldPulse has the highest satisfaction scores on this list—and it's not close. The mobile experience is exceptional, which matters when your techs live in the field. Scheduling, estimates, invoicing, job photos, and customer signatures all work fast on a phone.

The unlimited-users pricing structure means a 10-tech shop pays $99–$199/month instead of scaling costs per seat. Combined with the high satisfaction scores, FieldPulse is genuinely underrated.

FieldPulse added flat-rate price book support and basic equipment tracking in recent updates, narrowing the gap with HVAC-native tools.

Where It Falls Flat

FieldPulse lacks the reporting depth of Jobber Grow or ServiceTitan. Business-level analytics—profitability by tech, revenue trends, equipment replacement close rates—are limited. For owner-operators focused on running jobs, this won't matter. For data-driven operators, it might.

Brand recognition is low. You'll get blank stares when you mention it to other contractors, which creates minor friction with integrations and hiring (techs trained on Jobber need no learning curve).

Real User Quote

"I've been on FieldPulse for 14 months. My guys love it on mobile. I haven't had a single customer payment go sideways. The price is absurd for what you get. Literally half what I was paying for Housecall Pro." — Reddit r/smallbusiness, HVAC contractor, 7 techs

Skip This If

You need serious business analytics or your growth plan involves eventually moving to ServiceTitan—FieldPulse's data export for migration isn't as clean as Jobber's.

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Final Recommendations by Business Size

Solo Contractor (1 tech)

Start with FieldPulse. At $99/month flat, you get unlimited users for when you hire, clean mobile invoicing, and enough structure to look professional. Workiz at $45/month is the budget alternative.

Growing Crew (2–5 techs)

Jobber Connect at $149/month or FieldPulse Team at $199/month. Both handle your current operation without per-seat scaling punishment. Housecall Pro fits here if customer acquisition and reviews are your primary growth lever.

Established Shop (6–15 techs)

Jobber Grow at $299/month handles the operational complexity. If your revenue model depends on maintenance agreements and equipment-specific service history, look seriously at FieldEdge despite the legacy UI—it's built for exactly this.

Avoid ServiceTitan unless you have a dedicated dispatcher, office staff using it daily, and revenue above $2M. Below that threshold, you're paying enterprise pricing for a third of the features.

Above 15 Techs

At this scale, ServiceTitan becomes a legitimate conversation. The per-tech economics shift, the reporting depth pays dividends, and you likely have staff to operate it properly. Evaluate it honestly against your actual revenue and operational complexity.

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What We'd Choose Starting an HVAC Business Tomorrow

Year 1, solo: FieldPulse. Flat pricing, great mobile app, high satisfaction scores. We'd upgrade when the reporting limitations actually hurt us—not before.

Year 2–3, 3–5 techs: Jobber Connect. The brand is established, QuickBooks integration is clean, and the upgrade path is clear. We'd add a separate service agreement tracker rather than overpaying for FieldEdge's full stack.

Year 5, 8+ techs: Re-evaluate. At that revenue level, ServiceTitan's upfront cost might make sense. But we'd run the actual numbers against what we're using before we moved.

The trap most small HVAC contractors fall into: buying the software they want to grow into instead of the software that serves the business they have today. ServiceTitan is an excellent tool. So is a commercial HVAC van. Both are the wrong purchase when you're running three service calls a day.

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Related Reading

• Trying to decide between Jobber and ServiceTitan? We have a full Jobber vs ServiceTitan comparison with real cost breakdowns.
• Plumber reading the wrong article? Check out our best plumbing business software guide — there's significant overlap but key differences.
• Want the broader view? Our best CRM for home service contractors covers all trades in one place.

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Have experience with any of these platforms? We review our software comparisons quarterly. Send your feedback to the PilotSuite team.

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