The Best HVAC Software and Solutions for Your Business

The HVAC industry is already booming, and it’s only projected to grow more over the next few years. According to the Bureau of Labor Statistics, we can expect to see a 13% growth in HVAC jobs over the next decade — faster than average, even for the home services industry.

If you’re in the HVAC business, you probably want to get on board with that growth. However, the more you grow, the more challenging it can be to keep up with the demands of a thriving business. From marketing innovations to invoicing technology, there are a lot of complex needs you’ll have to meet as a business owner.

That’s where HVAC software can make a difference. The best HVAC software options can simplify the process of running your HVAC company — helping you handle everything from field service to employee dispatching to digital marketing automation.

Here are eight of the best HVAC software solutions on the market today.

1. Connecteam

Connecteam is a mobile software designed for HVAC companies to handle a busy team on the go. This all-in-one job management software allows managers to schedule, dispatch, manage, and communicate with employees all over their service area.

A few of their top features include:

• Dispatching technicians effectively with an employee scheduling system, which provides HVAC technicians with job details, images, locations, and more
• Following technicians' locations, times, and job routes with GPS tracking
• Creating digital invoice forms, job tickets, inspection checklists, and more within the HVAC app
• Communicating instantly with any employee for team chats, company-wide announcements, and one-on-one conversations

The best part about this app is that it’s easy to use for managers and HVAC technicians alike. All it takes is a mobile phone — no tech skills required.

2. Jobber

Jobber’s software can help HVAC contractors take care of all the business details from managing customers’ payment information to scheduling field technicians for their next job.

This HVAC business software allows users to create automated quote reminders, draft estimates, and do more while on the job. Managers, employees, and clients can both request and approve these quotes through the software. The HVAC scheduling software allows users to assign or reassign jobs while on the go. You can add job notes and other relevant information about each job while ensuring that no employee ever gets over or underbooked.

Jobber's intuitive HVAC app also serves as a CRM tool where you can track appointment information and contact information, all in one place. Instead of handling piles of paperwork, this software keeps invoices, quotes, and work orders stored digitally, along with client and job history.

3. Service Fusion

Service Fusion is all about staying on top of your accounting needs. This accounting software integrates directly with the Quickbooks software, making it easy to use to incorporate into your accounting process.

Service Fusion offers Quickbooks integration to sync payments, invoices, and job deposits. However, it’s also designed specifically for the HVAC business, which means it can handle job information, dispatching schedules, and other client information to make bookings go more smoothly. With this software, clients can book through a simple online booking portal and receive automated text notifications about their upcoming appointment.

While on the job, technicians can use the Service Fusion app to view and send invoices, collect signatures, make estimates, and take notes or photos. It also has a map so they can easily plan out their next routes.

4. AI Field Management

AI Field Management is a cloud-based HVAC solution focused on field service management. With this software, you can store customer information, manage inventory, track timesheets, make payroll reports, and communicate with HVAC techs in the field. In addition to adding activity notes for each employee, you can also allocate jobs and set the pay, either paying per hour or per job.

This software can also make a great sales tool, allowing you to track revenue and commissions. This field service management software integrates with QuickBooks, Slack, Google Maps, and Waze.

5. mHelpDesk

mHelpDesk offers an array of business management tools, including scheduling, dispatch, billing, customer service, inventory management, and more. With their lead management software, you can automate communication with customers to create and send invoices faster, increasing win rates by up to 70%.

On their platform, each user can view a dashboard that tells them everything they need to know about upcoming jobs. They can be reminded of upcoming invoices that need to be paid, parts that need to be ordered or replaced, and jobs that are ready for follow-up.

Something that sets this HVAC dispatch software apart is its inventory management feature. This allows you to track your inventory, get low-inventory level notifications, and reorder the parts you need.

6. ServiceTitan

ServiceTitan is an HVAC service software for those looking to improve customer satisfaction and offer flexible financing plans. Through their app, customers can directly apply for service and receive approval for financing. According to ServiceTitan’s customer data, this feature has created a 17% revenue increase, along with an 11% ticket size increase.

In addition to the financing option, the software also offers a proposal drafting feature. This program uses costs, services, and photos to help technicians draft an effective proposal. Not only does this enable each employee to make more bookings, but it can also make sure that each job is priced correctly according to time, materials, and profit margins.

Finally, ServiceTitan’s software also tracks campaign ROI. It can give you a breakdown of how much revenue was generated in each location area, allowing you to track which areas are more profitable. This feature can also be used to track the success of your location-based advertising campaigns.

7. FieldEdge

FieldEdge is the best HVAC software for businesses that want an extra leg up when handling customer service. Their customer management feature provides a comprehensive look at a customer’s work history, including all work done and quotes prepared for them in the past. They can view agreements, invoices, equipment, and other notes about each client.

The tool also allows employees to attach images to their work orders, offering more insight into the installation process, repair equipment, or other maintenance problems for each HVAC system.

Field Edge’s HVAC software also allows users to track each piece of equipment. This helps technicians understand the history of each part in a customer’s home, sending notifications when it might be time for a tune-up or replacement. All of this is available at the touch of a button.

8. Scorpion

Scorpion is one of the best all-in-one marketing companies designed with HVAC in mind. Whether you’re trying to grow your service area, improve your online search ranking, or take in more leads, Scorpion offers an array of marketing strategies and tools to help you get there.

The best part? Our company is a marketing agency that also provides HVAC software. Our expert marketing team can take charge of your strategy, working with you to drive more leads and maximum growth. Some of our features include HVAC management software and field service management for your HVAC technicians. Here are a few other features you can expect from Scorpion:

HVAC advertising

To succeed in advertising, you need to take on a complex and targeted strategy — Google Ads, Facebook ads, mobile ads, and more. Scorpion’s team can help you craft the kind of ads that are most effective for your target audience. Combining strategies like print advertising, search engine advertising, social media advertising, and more, this feature helps you make the most of your advertising money.

HVAC website management

Your HVAC website is the marketing hub for your business. It’s one of the first places customers will go to learn more about what you offer — and compare you to the competition.

Scorpion offers website management to help you fine-tune everything from your website’s design to its usability, making sure it delivers the information your customers need, whenever they need it. In addition to refreshing your current website, Scorpion can take the job of maintenance off your hands to ensure your site never stops improving.

HVAC Search Engine Optimization (SEO)

When customers are in need of HVAC service, the first place they often turn to is Google. That’s why ranking high on search engines is so important.

Still, trying to rank on your own isn’t easy. When you’re facing stiff competition — including companies that have been in the SEO game for years — it can feel impossible to even get close to the top.

Never fear, though: Scorpion’s AI ranking technology can help companies generate new leads through organic search results. Using a personalized strategy, our software constantly learns and adapts to find the strategy that gives you the greatest SEO success.

Taking HVAC marketing to the next level

Running your HVAC business is already complicated. Why make things any harder? The right software can help you keep up with the demands of the industry as your small business begins to grow. It can also make sure you’re always on top of the latest innovations so you don’t get left behind.