HVAC Field Service Software Compared (2026)

A neutral comparison of ServiceTitan, Housecall Pro, Jobber, FieldEdge, Service Fusion, and Workiz for HVAC shops: fit, features, published prices, and demo questions.

Field service software runs the core of an HVAC shop: calls come in, jobs get booked and dispatched, techs build the ticket in the field, and the invoice, payment, and membership records land in one place. Switching later is painful, so it pays to pick carefully the first time.

This guide compares six products HVAC owners often shortlist: ServiceTitan, Housecall Pro, Jobber, FieldEdge, Service Fusion, and Workiz. For each one we cover who it tends to fit, what the vendor's own pricing page lists for the features HVAC shops care about most (dispatch, flat-rate pricebook, memberships/service agreements, QuickBooks sync, consumer financing), and the price, if the vendor publishes one.

Where the facts come from. Every feature and price below comes from each vendor's own public pricing page, which we read on 2026-09-27 (one visit per site). We link each page next to its section. Vendors change plans and prices often, so check the page before you decide. We don't quote ratings, reviews, or customer counts. We have no affiliate deals with any of these companies and nobody paid to be listed.

How to read "not listed". If we say a feature is "not listed on the pricing page", that means the pricing page didn't mention it. It doesn't mean the product can't do it. Ask in the demo.

The short list

Prices below are as listed on 2026-09-27. They are the vendors' numbers, not ours, and don't include payment processing fees, add-ons, onboarding fees, or hardware unless noted.

ServiceTitan

Who it tends to fit: larger residential and commercial shops, roughly 10+ techs, with a dedicated office staff, a call center or CSR team, and someone who owns reporting. It's built for shops that run on memberships, commissions, and detailed numbers.

Pricing (as listed on 2026-09-27): quote-based. The pricing page shows three plans, Starter, Essentials, and The Works, priced per technician, each with a "Request Pricing" button and no dollar amounts.

What the pricing page lists:

• Starter: dispatching, scheduling, call booking, invoicing, pricebook.
• Essentials: adds mobile estimates and payroll management.
• The Works: adds advanced reporting, commission tracking, and customizable memberships.
• QuickBooks sync and consumer financing weren't in the pricing table. Ask about both in the demo.

Things to weigh: the per-tech quote, any onboarding or implementation fee, contract length, and how much admin time you'll need to set it up and keep the pricebook clean.

Source: ServiceTitan pricing

Housecall Pro

Who it tends to fit: owner-operators and small shops, roughly 1 to 8 users, who want a published price and a quick setup. The higher plans add the pieces a growing HVAC shop leans on: flat-rate pricing, QuickBooks sync, and service plans.

Pricing (as listed on 2026-09-27):

What the pricing page lists:

• Basic: online booking, invoices and payments, scheduling and dispatching, quotes and proposals, review management.
• Essentials: adds routes, flat-rate pricing, checklist automations, employee GPS tracking, commissions, QuickBooks Online sync.
• Max: adds a sales proposal tool, recurring service plans, route optimization, and dedicated onboarding and support.
• Consumer financing is listed as available across plans.

Things to weigh: for HVAC, flat-rate pricing and QuickBooks sync start at Essentials, and recurring service plans (memberships) are on Max. Price the plan you'll actually need, not the entry plan.

Source: Housecall Pro pricing

Jobber

Who it tends to fit: solo operators and small crews, especially if you do a mix of home services, want a simple app, and don't need a deep HVAC-specific pricebook on day one.

Pricing (as listed on 2026-09-27): published. The page listed four plans (Core, Connect, Grow, Plus) that step up in included users, with monthly and lower annual prices plus introductory discounts for the first months. Check the current numbers on Jobber's page and confirm what you'll pay after any intro period ends.

What the pricing page lists:

• Scheduling and route optimization for the team.
• Automatic payments for recurring work.
• "Sync with QuickBooks Online".
• Jobber Capital is listed as a financing product for qualified applicants. Ask whether that's financing for your business or for your customers; they're different things.
• A flat-rate pricebook and membership management weren't listed on the pricing page.

Things to weigh: check how it handles a flat-rate pricebook with good-better-best options and how it tracks maintenance agreement visits, since those are central to most HVAC shops.

Source: Jobber pricing

FieldEdge

Who it tends to fit: small to mid-size HVAC and plumbing shops that want trade-specific features (flat-rate pricebook, service agreements) and a close link to QuickBooks, including QuickBooks Desktop.

Pricing (as listed on 2026-09-27): quote-based. The page says: "Our three plans allow you to customize the software and add-ons based on the specific features you need, so pricing can vary!" Pricing comes after a demo call.

What the pricing page lists:

• Plans: Select, Premier, Elite.
• Dispatch: basic dispatching on Select; advanced dispatching on Premier and Elite.
• Flat rate: "Pricebook & Flat Rate Pricing" in all three plans.
• Service agreements: basic on Select; advanced on Premier and Elite.
• QuickBooks: "QuickBooks Online & Desktop" in all plans.
• Payments: integrated payments in all plans.
• Elite extras: a proposal tool, marketing with two-way texting, and warehouse inventory management (can be added to lower plans for an added cost).
• Consumer financing wasn't in the pricing table.

Things to weigh: if your books live in QuickBooks Desktop, this is one of the few pricing pages that names Desktop directly. Ask what "basic" vs "advanced" agreements actually means for your membership program.

Source: FieldEdge pricing

Service Fusion

Who it tends to fit: shops with a lot of people who need logins (office staff, techs, installers) that want a published price and don't want to pay per user.

Pricing (as listed on 2026-09-27):

What the pricing page lists:

• Starter: customer management, estimates and jobs, scheduling and dispatching, integrated payments, QuickBooks integration, invoicing, reporting, text alerts.
• Plus: adds job photos, inventory management, job costing, integrated voice and text.
• Pro: adds open API, custom documents, e-sign, a customer web portal, and progressive billing and recurring invoicing.
• A flat-rate pricebook, service agreements, and consumer financing weren't named on the pricing page.

Things to weigh: unlimited users make the math simple as you add staff. Ask how it handles maintenance agreements and a flat-rate pricebook, since the pricing page didn't cover them.

Source: Service Fusion pricing

Workiz

Who it tends to fit: the pricing page itself pitches its plans at "growing teams", "mid size team", and "multi-location larger team & franchises".

Pricing (as listed on 2026-09-27): quote-based. Three plans (Standard, Pro, Ultimate), each with a "Request pricing" button and no dollar amounts. Card readers are sold separately.

What the pricing page lists:

• Standard: scheduling, invoices, estimates, QuickBooks integration, subcontractor management, and a small number of automations.
• Pro: adds AI lead and scheduling tools, custom reports, and performance pay.
• Ultimate: adds service plans, inventory, sales proposals, checklists, purchase orders, equipment tracking, open API, and Zapier.
• Online payments and consumer financing are listed on all plans.
• A flat-rate pricebook wasn't named on the pricing page.

Things to weigh: service plans (memberships) are listed only on the top plan, so price that plan if agreements are a big part of your business.

Source: Workiz pricing

How to choose: a checklist

Work through this before you book a single demo. It keeps the demo about your shop, not their script.

• Count your users. Techs, installers, CSRs, dispatchers, managers. Per-user and per-tech pricing change the math fast as you grow.
• Write down how you price. If you sell flat-rate, the pricebook has to be good in the field, with options for good-better-best. See flat rate vs time and materials and good-better-best pricing.
• Map your membership program. How many visits a year, what discounts, auto-renew, monthly or annual billing. Make sure the software handles all of it. The maintenance agreements guide covers what a solid program includes.
• Map your dispatch board. Arrival windows, skills, same-day reserve, callbacks. The dispatch and scheduling guide has a checklist you can bring to the demo.
• Confirm your accounting setup. QuickBooks Online or Desktop? Which records sync (invoices, payments, items, customers), and in which direction?
• Decide on financing. Do you want consumer financing inside the software, or will you keep your own lender? Run the payment math with the HVAC financing payment calculator.
• List the numbers you need. Pick your weekly KPIs first, then check the software reports them without spreadsheets. See HVAC KPIs to track.
• Price the total cost. Subscription, extra users, add-ons, onboarding fees, payment processing rates, hardware, and the office time to set it up.
• Plan the switch. Customer history, equipment records, open agreements, and the pricebook all need to move. Pick a slow month to go live.

Questions to ask in the demo

Ask them to show you, not tell you. Bring a real job from last week and have them run it start to finish.

Price and contract

1. What will I pay per month for my exact user count and the features I need, including add-ons?
2. Is there an onboarding or implementation fee? What does it include?
3. How long is the contract? What happens to price at renewal? Can I leave early?
4. What are the card and ACH processing rates? Can I use my own processor?
5. If I leave, how do I export my customers, equipment, job history, and pricebook, and in what format?

Dispatch and field

1. Show me the dispatch board with 6 techs, arrival windows, and an emergency call dropped in.
2. Can I assign by tech skill (install vs service, commercial vs residential)?
3. Does the tech app work with no cell signal? What syncs when it reconnects?

Pricebook and sales

1. Show me a tech building a good-better-best option sheet in front of a homeowner.
2. Can I load my own flat-rate pricebook? Can I bulk-update prices when my costs change? (The flat-rate price calculator helps you set those prices first.)
3. How does consumer financing work in the app, and who is the lender?

Memberships and agreements

1. Show me setting up a two-visit maintenance plan with monthly billing and a repair discount.
2. How does the system remind us when agreement visits are due, and how does auto-renew work?
3. Can I see agreement count, renewals, and cancellations in one report? (Check your plan math with the maintenance agreement calculator.)

Accounting and reporting

1. Show me exactly what syncs to QuickBooks and what doesn't.
2. Can I see revenue per tech, average ticket, close rate, and callback rate without a spreadsheet?
3. Can I see job profit (labor, materials, and commissions) per job? See the job costing guide.

Support and setup

1. Who sets up my account, how long does it take, and what do I have to do myself?
2. What support hours do you have during summer peak and on weekends?

A few honest notes

• Software doesn't fix a process. If there's no written dispatch priority, no pricebook, and no membership offer, a new app won't create them. Write those down first; the software then makes them repeatable.
• Bigger isn't automatically better. A 3-truck shop can drown in setup on a platform built for 50 trucks. A 30-truck shop can outgrow a simple app. Buy for where you'll be in 2 to 3 years, not 10.
• Published price is only the start. Add-ons, extra users, and processing fees often matter more than the plan price. Get the full number in writing.

Ask owners who've run it through a summer

The most useful software reviews come from owners who've used a system through a summer peak; ask them what they'd pick again in the Growth Room Discord.