Business Genie

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Best HVAC software for contractors in 2026

The best HVAC software for a contractor depends on crew size and on whether you need equipment tracking and maintenance agreements. We compared seven platforms on price, trial, and what each one covers for HVAC work.

Business Genie’s free month, started today

Today
1 month free, no credit cardthen from $50/month

Disclosure: Business Genie is our product, and its entry lists only what we can state as fact. Other products’ plans and prices change, so check each vendor’s site before you decide.

Seven HVAC platforms at a glance

Business Genie starts at $50 a month with a 1-month free trial and no credit card. Jobber starts at $29 a month and Housecall Pro at $59, both billed annually, each with a 14-day trial, and Workiz prices on request, with a 7-day trial. Service Fusion starts at $208 a month billed annually, and ServiceTitan and FieldEdge price by quote; all three offer a demo instead of a free trial.

SoftwareFree trial · price
Business Genie1 month free, no credit cardFrom $50/month
Jobber14 days, no credit cardFrom $29/mo (Core, billed annually; $49 month to month)
Housecall Pro14 daysFrom $59/mo to $299/mo, billed annually ($79–$329 month to month)
Workiz7 daysPricing on request (not published)
ServiceTitanDemo only, no free trialCustom pricing (reported $245–$500 per technician/mo)
FieldEdgeDemo onlyCustom pricing (not published)
Service FusionDemo availableFrom $208/mo billed annually, $245 month to month (unlimited users)

Other platforms’ prices and trials are as published on each vendor’s site, checked September 2026. ServiceTitan publishes no prices; its per-technician range is as reported by third-party reviews.

JanFebMarAprMayJunJulAugSepOctNovDecCooling peak · Jun–AugHeating peak · Dec–Feb
The HVAC year0
  • Business Genie’s free month
  • Other free trials
  • Demo only
  • Paid, to the peak’s end
  • Peak season

Each ring is a platform, outside in by the free trial its vendor lists. Every ring starts at today’s date, in your browser, and runs through the end of the next peak.

Each HVAC platform, in detail

For HVAC, ServiceTitan and FieldEdge list flat-rate pricebooks; Housecall Pro lists marketing and review automation, Jobber a marketplace of integrations, Service Fusion unlimited users and Workiz a built-in phone system. Business Genie is built around route optimization, included on every plan.

Business Genie

Today
1 month free, no credit cardthen from $50/month

Business Genie is field service management software for contractors, built around route optimization — schedule and route your crews, then invoice and get paid, on the web and in the iOS and Android app.

Starting price
From $50/month
Free trial
1 month free, no credit card

What it does

  • Route optimization on every plan: orders the day automatically, re-routes when a job is added, splits jobs across technicians and keeps time windows and job durations.
  • Online booking, so homeowners can book a repair or tune-up without calling.
  • Payments by card, Apple Pay, PayPal, Venmo and Cash App.
  • Estimates and proposals with deposits, invoicing, and QuickBooks Online sync.
  • Free setup: the Business Genie team migrates your data.
  • Automated follow-ups and review requests.
Start free trialSee pricing
The app’s route screen, with sample jobs.

ServiceTitan

Today
Demo only, no free daysthen custom pricing

Enterprise HVAC platform with industry-specific features.

Starting price
Custom pricing (reported $245–$500 per technician/mo)
Free trial
Demo only, no free trial

Strengths

  • HVAC pricebook with flat-rate pricing for common repairs.
  • Maintenance agreement management.
  • Dispatching and scheduling.
  • Marketing attribution: which ads produce booked jobs.

Limits

  • Reported at $245–$500 per technician a month, with a 12-month minimum contract.

When to pick ServiceTitan

You have 20+ employees, a dispatcher and an office manager, and need enterprise reporting, call tracking and maintenance agreement management.

Business Genie vs ServiceTitan

Jobber

Today
14 days, no credit cardthen from $29/mo

All-purpose field service platform with a broad feature set.

Starting price
From $29/mo (Core, billed annually; $49 month to month)
Free trial
14 days, no credit card
Aimed at
Growing HVAC businesses (5–50 people) that want features and integrations

Strengths

  • Marketplace of third-party integrations.
  • Client hub where homeowners pay online and can add a tip.
  • Job scheduling, with online booking on every plan, Core included.

Limits

  • Venmo, PayPal and Cash App are not among its listed payment methods.

When to pick Jobber

You have 5–20 HVAC techs and use QuickBooks and other tools alongside it.

Business Genie vs Jobber

Housecall Pro

Today
14 daysthen from $59/mo

Marketing-forward platform with customer communication tools.

Starting price
From $59/mo to $299/mo, billed annually ($79–$329 month to month)
Free trial
14 days
Aimed at
HVAC companies focused on marketing, reviews and customer acquisition

Strengths

  • Automated review requests.
  • Online booking on every plan, Basic included.
  • Marketing campaigns for seasonal tune-ups, through its Campaigns add-on.
  • Good-better-best proposals for repair or replace, with its sales proposal tool (MAX plan or add-on).
  • Instapay for same-day deposits on large installs.

Limits

  • Route optimization only on the MAX plan ($299/mo billed annually).

When to pick Housecall Pro

Marketing drives your HVAC business: automated review requests after repairs, seasonal campaigns for maintenance plans, and tiered pricing on replacements.

Business Genie vs Housecall Pro

FieldEdge

Today
Demo only, no free daysthen custom pricing

HVAC-focused platform with QuickBooks integration.

Starting price
Custom pricing (not published)
Free trial
Demo only
Aimed at
HVAC companies that run on QuickBooks and want deep accounting integration

Strengths

  • QuickBooks Online and Desktop sync.
  • Flat-rate price book built for HVAC repairs.

Limits

  • No published pricing; you contact sales for a quote.

When to pick FieldEdge

QuickBooks is the center of your accounting, you price HVAC repairs flat-rate, and an office manager handles most of the software setup.

Business Genie vs FieldEdge

Service Fusion

Today
Demo only, no free daysthen from $208/mo

No per-user fees.

Starting price
From $208/mo billed annually, $245 month to month (unlimited users)
Free trial
Demo available
Aimed at
Mid-size HVAC companies with many technicians

Strengths

  • Unlimited users on all plans.
  • GPS fleet tracking, as an add-on.
  • Customer web portal (Pro plan or add-on) for viewing estimates and paying invoices.
  • Inventory management (Plus plan and up) for HVAC parts and equipment.

Limits

  • Higher base price than entry-level options.
  • No free trial; demo only.

When to pick Service Fusion

You have 8–30+ HVAC technicians and need unlimited users, fleet tracking and inventory without costs that scale per head.

Business Genie vs Service Fusion

Workiz

Today
7 daysthen price on request

Communication-first platform with a built-in phone system.

Starting price
Pricing on request (not published)
Free trial
7 days
Aimed at
Phone-heavy HVAC businesses that want call tracking and lead management

Strengths

  • Built-in VoIP phone system with call recording and tracking.
  • Lead pipeline from first call to closed job.
  • Online booking on every plan.
  • Automation workflows for follow-ups and reminders.

Limits

  • No published pricing; every plan is priced on request.

When to pick Workiz

Phone calls drive your HVAC business, and you want to record calls, see which channels produce leads and manage a pipeline to the booked job.

Business Genie vs Workiz

How to choose HVAC software

Choose HVAC software in four steps: match it to your team size, decide whether you need equipment tracking, check how it handles the June-to-August and December-to-February peaks, and send a tech on a real call with the app.

  1. 1

    Start with your team size

    Solo techs and crews of 1–5: Jobber or another entry-priced platform. Mid-size (5–20): Jobber, Housecall Pro or Service Fusion. Large (20+): ServiceTitan or FieldEdge. The most common mistake is buying enterprise software for a small crew.

  2. 2

    Decide if you need equipment tracking

    If you install systems and need model numbers, warranty dates and service history per unit, ask each vendor to show its equipment tracking before you buy. If you mostly do repairs and maintenance, a scheduling platform covers the workflow.

  3. 3

    Plan for peak season

    June to August cooling and December to February heating are when the software is tested. Online booking, route optimization and automated reminders carry the most weight when the schedule is full.

  4. 4

    Try it in the field

    Send a tech on a call with the app. Can they pull up the customer’s history, complete the job, write the invoice and take payment from their phone without help?

HVAC software: common questions

What is the best HVAC software for a small company?

For a small HVAC company, start with the three entry-priced platforms here: Business Genie (plans from $50 a month with a 1-month free trial, route optimization on every plan, and payments by card, Apple Pay, PayPal, Venmo and Cash App), Jobber ($29 a month for Core billed annually, with online booking, and a 14-day trial) and Housecall Pro ($59 a month for Basic billed annually, 14-day trial). ServiceTitan prices per technician by quote, reported at $245–$500 per technician a month with a 12-month minimum contract.

How much does HVAC software cost?

From $29 a month (Jobber Core, billed annually) to ServiceTitan’s quote-based pricing, reported at $245–$500 per technician a month. Business Genie plans start at $50 a month. The number that matters is the annual cost of the plan that includes the features you use, not the lowest monthly price.

Does HVAC software help with seasonal demand?

It helps most in the peaks. Online booking lets homeowners schedule without waiting on hold, route optimization orders a packed day automatically, and automated reminders help keep appointments when the schedule is full.

Can HVAC software track equipment and maintenance agreements?

Some can. ServiceTitan and FieldEdge list maintenance agreement management. If equipment tracking is critical, ask each vendor to show it before you buy.

What features should HVAC software have?

Essential for HVAC: scheduling and dispatch with technician assignment, a mobile app for field techs, invoicing with online payment, and customer communication such as appointment reminders and follow-ups. Highly recommended: online booking, route optimization and QuickBooks integration. For larger operations: equipment tracking, maintenance agreement management, a flat-rate pricebook and marketing attribution.

Is ServiceTitan worth it for HVAC?

It depends on size. ServiceTitan has a flat-rate pricebook, maintenance agreements, call tracking and advanced reporting, but it prices per technician by quote, reported at $245–$500 per technician a month, with a 12-month minimum contract. For a large HVAC operation with a dispatcher and office staff, it can be worth it.

Can I switch HVAC software without losing my data?

Yes. Most platforms offer data migration or import tools, and Business Genie’s team does setup and data migration for free. Before you switch, export your customer list (names, addresses, emails, phone numbers) and job history, save your estimate and invoice templates, and keep your price list.

Related comparisons and pages

Try Business Genie on your HVAC calls

Route optimization on every plan, with online booking, invoicing and payments, on the web and in the iOS and Android app. Free setup, and the first month is free.

Today
1 month free, no credit cardthen from $50/month
Start free trialSee pricing

Free setup · Free trial · No credit card