Best HVAC Software for Small Business

best HVAC software for small business

It’s difficult to run HVAC field service businesses, and you need strong software to do it. Pick one of these five HVAC software options to run your company more profitably.
The HVAC sector is flourishing. According to the Bureau of Labor Statistics, it presently employs close to 400,000 people in the United States but is expected to increase by 13% — or close to 50,000 jobs, which is substantially quicker than normal — during the following ten years.

The rise is attributable to the increasing commercial and residential construction industries.

Your business is certainly expanding as well. While doing that is undoubtedly what every business owner aspires to, this is a hard field that quickly becomes more complex with each technician you bring on the team.

Spreadsheets can simply be too much for you to handle, therefore you’re seeking software that is designed with HVAC companies in mind. You’re in the correct place, I suppose. We have identified a few software options that would work very well for your company.

The best HVAC software options for your small business are listed below:

  • Best for small companies: Jobber
  • Best features overall are: mHelpDesk
  • Best for support: FieldEdge
  • Best mobile application: Service Fusion
  • Best for tracking technicians: Intuit Field Service Management

What to check for in a great HVAC software

HVAC businesses want software that can handle the complex requirements of their demanding business because they are constantly on the go. As a result, you want to pay attention to three specific options while selecting field service management software.

  1. A user-friendly interface

If your work order software is difficult to use because of a cluttered or unclear interface, having numerous, strong features is useless.

You should make sure that the software option you select makes sense to you and your team because, in some cases, that is in the eye of the beholder. If not, it will only result in problems in the future.

  1. An excellent mobile app

People work in the field for HVAC companies virtually constantly. They always do it. Therefore, you require software with a mobile app so that your technicians may use their phones to access important features like billing or clocking in.

The mobile app doesn’t have to have every feature of the software, but it should have a clear, straightforward layout and the most crucial features accessible to your team.

  1. Powerful capabilities for tracking technicians and invoicing

The ability to quickly and effectively invoice clients both on-site and in the office is a key field of any field service management business, including HVAC.

Additionally, it’s crucial to be able to follow your technicians so you can make sure they are traveling the cheapest routes possible and so you always know where they are for technician scheduling purposes.

The top 5 HVAC software options that we recommend

There are numerous software options available, each with unique advantages and disadvantages. We identified five of the top choices for HVAC companies and analyzed where they excelled.

  1. Jobber is the best for small enterprises.

Jobber is a great, straightforward alternative for HVAC service software that excels at many tasks, and its affordable cost makes it an especially suitable choice for small HVAC companies that don’t require a robust enterprise field service management platform.

jobber

Particularly when it comes to invoicing, it has many great features that managers will find appealing. It facilitates invoice organization and makes it simple for technicians to create and submit invoices through the mobile app while out in the field.

Additionally, the software enables technicians to manage their time using the Clock In button and clock in quickly with the Time Sheet button.

Pricing: The one-person option is available for $29 per month, and the pricing is relatively cheap at $200 per month for 30 or fewer individuals.

  1. The best features all around: mHelpDesk

Features, features, and more features are what set mHelpDesk apart from the competition. You will be astounded by all that you can do after you have a chance to explore this software.

Its billing and invoicing features are well-organized, making it simple to activate them quickly and to view the status of open invoices.

Additionally, the user interface is strong, with a daily calendar that appears on the main panel so you can know what’s happening right away. It offers a great top-down view of the operations of your company, and you may go deeper from there.

mHelpDesk

Additionally, their professional customer service which is simple to reach via phone impressed us.

Pricing: The “Pro” version, which enables you to manage a small team of up to three users, starts at $169/month (extra users are $45/month each). Up to 10 people can be added for an additional $35 per month on the third tier, which also includes custom job forms, 10,000 text message alerts, and other goodies. For companies who require a limitless number of users, there is a Custom option.

  1. Service Fusion is the best app for mobile devices.

The Service Fusion mobile software is easy to use and intuitive, and it has everything an HVAC professional could possibly need to perform their work directly from their phone. Even those who are technologically inexperienced can use the straightforward desktop version, even if they have never worked with HVAC business software before.

Other great features of Service Fusion include its ability to track mobile technicians and its auto-fill feature, which makes creating work orders exceedingly simple.

Service fusion

Additionally, you can check on your drivers and make sure they have access to the most effective routes by using the routing option, which is available for an additional fee (and so you can monitor their driving habits).

Pricing: Service Fusion is one of the most cost-effective options available, offering unlimited users for each of its three tiers: Starter at $99/month, Plus at $199/month, and Pro at $349/month, despite the fact that it is not free HVAC software.

  1. FieldEdge is best for support.

Due to their excellent customer support, which is crucial if you’re purchasing feature-rich software for a larger team, FieldEdge is a particularly strong HVAC management software solution for larger firms who want to advance.

This software is great for larger businesses who want a software alternative that will fit them like a glove because it has a lot of customization options. You will be assisted by a FieldEdge representative while you train users and incorporate data into the new software.

FieldEdge

Unfortunately, that also means a very expensive price point, which can put off smaller businesses.

Live QuickBooks connectivity and a built-in price book for HVAC inventory items are just a couple of its special features.

Pricing: FieldEdge definitely comes with sticker shock, requiring a one-time $4,000 setup and remote training charge simply to begin going. According to their support team over the phone, desktop users’ licenses typically run $100 per month per user, while field technicians’ licenses cost $125 per month per user. Depending on your business, you might be able to negotiate better rates.

  1. Intuit Field Service Management is the best tracking tool.

Intuit Field Service Management makes great HVAC accounting software, as you might expect from the creators of Quickbooks. Additionally, it includes a straightforward user interface that will make managing your business’s administrative functions simple for you.

However, it also works well as HVAC dispatch software. It contains a function called “Bread Crumbs” that lets you keep track of the routes your technicians take so you can plan more economical routes for them to go or just to keep an eye on them to make sure they’re driving safely.

Intuit Field Service Management

Its mobile app is useful for technicians since it has a straightforward design that displays the current task as well as crucial customer information, like the customer’s information and how long the job is anticipated to take.

There is only one version of the software, but it has three separate price tiers: $35 per month for users with 10 users or fewer, $31 per user for users with 11 to 40 users, and $28 per user for users with 41 to 101 users.

It’s time to examine your business closely.

Although most people will find these to be good software options, the fact is that every business is unique and there isn’t a single software solution that works for all of them.

If you’re having trouble finding software, take a moment to list the features that are most important to you. Accounting and administration may be better organized in such cases, or perhaps invoicing has turned into a time-consuming nightmare.

When you give something some attention, you can be astonished at how different what you initially believed to be crucial for your business is from what is truly significant. You will find the best solution if you take this introspective approach to what is truly holding your business back.

Key Takeaway

The HVAC sector employs close to 400,000 people in the U.S. but is expected to increase by 13% over the next ten years. The HVAC sector is flourishing. We have identified a few software options that would work very well for your company. Best mobile application: Service Fusion There are numerous software options available for HVAC companies. The Service Fusion mobile software is easy to use and intuitive.

The “Pro” version, which enables you to manage a small team of up to three users, starts at $169/month (extra users are $45/month each). FieldEdge is a particularly strong HVAC management software solution for larger firms who want to advance. Intuit Field Service Management makes great HVAC accounting software. FieldEdge requires a one-time $4,000 setup and remote training charge simply to begin going. Depending on your business, you might be able to negotiate better rates.

Although most people will find these to be good software options, the fact is that every business is unique and there isn’t a single software solution that works for all of them. Additionally, it includes a straightforward user interface that will make managing your business’s administrative functions simple for you.

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