The Best HVAC Software of 2020

Our HVAC software reviews are the result of over 40 hours of research on 70+ HVAC software companies from across the web. These reviews and our HVAC software guide help small businesses and startups find the best HVAC software for their business.

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How We Chose the Best HVAC Software

Many HVAC software companies offer products and services with a wide variety of features. With so many options available, it can be difficult for HVAC professionals to determine which one has the right combination of features at the right price. We evaluated each software based on what’s most important, including the scheduling and routing features available, its estimates, invoicing and payment processing tools, and its mobile access.

Scheduling & Routing Features

HVAC technicians visit multiple work sites each day. Managers need an easy way to schedule jobs, plan travel routes and keep track of completed work orders. We evaluated HVAC software based on its scheduling and routing features.

Estimates, Invoicing & Payment Processing

It’s difficult for HVAC companies to continue operating if they don’t receive timely payments. Good HVAC software should be able to generate estimates, send invoices and help service managers follow up on late payments. Some software packages even offer payment processing, QuickBooks integration and other tools to help HVAC companies with estimating and invoicing.

Mobile Access

With so many service techs traveling to job sites each day, it’s important for HVAC software to offer mobile access. We looked for software with superior mobile access, whether it’s in the form of a separate mobile app or the ability to access cloud-based software via a smartphone browser.

With mobile access, service technicians can look up customer addresses, track job assets, capture photos of completed projects and manage parts inventory when they’re on the road. Some software packages even allow technicians to send invoices as soon as they finish a job, which can reduce the time it takes to receive a payment from the customer.

The 15 Best HVAC Software Packages of 2020

CompanyPriceFree Trial / DemoVisit
CommusoftPaperless Office: $60/month/2 users min.
Automation: $90/month/5 users min.
Enterprise: Custom Quote/20 users min.
20-minute demoVisit Commusoft
Field Force Tracker$14.99/user/month14-day free trialVisit Field Force Tracker
FieldEdgeCustom QuoteFree demoVisit FieldEdge
FieldPulse$49/user/monthFree version/free trialVisit FieldPulse
JobberCore: $29/month/1 user
Connect: $99/month/7 users
Grow: $199/month/30 users
Free trialVisit Jobber
mHelpDeskCustom QuoteFree trialVisit mHelpDesk
PENTACustom QuoteFree demoVisit PENTA
RazorSync$40/monthFree demoVisit RazorSync
Sage 100 Contractor$99/user/monthFree trialVisit Sage 100 Contractor
SAMPro EnterpriseCustom QuoteFree demoVisit SAMPro Enterprise
ServiceM8Lite: $9/month
Starter: $29/month
Growing: $79/month
Premium: $149/month
Premium Plus: $349/month
14-day free trialVisit ServiceM8
ServMan$499/monthFree trialVisit ServMan
simPROCustom QuoteFree demoVisit simPRO
Viewpoint SpectrumCustom QuoteFree demoVisit Viewpoint Spectrum
WintacCustom QuoteFree demoVisit Wintac

Commusoft


Commusoft has several features to help HVAC contractors manage jobs when they’re in the office, on the road and on the work site. From the office, HVAC professionals can use the software to send estimates to customers, schedule engineers for new jobs and alert an engineer any time a new appointment is scheduled. Built-in communication tools enable users to send appointment reminders and make it possible for customers to track engineers when they’re en route to each appointment.

Commusoft can also be used to streamline the process of sending invoices and collecting payments. To ensure a high level of accuracy, all job information syncs in real time. Customers can view invoices and make payments at any time via the Commusoft “Pay Now” portal. The software also has an automated tool to collect customer feedback, which can help uncover any service issues and make it easier for HVAC professionals to market their services.

PriceFree Trial / DemoFeatures
Paperless Office: $60/month/2 users min.
Automation: $90/month/5 users min.
Enterprise: Custom Quote/20 users min.
20-minute demo>Mobile app
>Reporting/analytics
>Quotes/estimates
>More features at Commusoft

Pros and Cons of Commusoft HVAC Software
Commusoft allows HVAC contractors to track job assets, such as sprinkler heads, ensuring that each customer receives the right items. The software also displays the customer’s complete work history, making it easier for HVAC professionals to make decisions. Although many companies provide lengthy demos or trial periods, Commusoft only offers a 20-minute demo — there’s no free trial currently available.

ProsCons
>Includes tools to manage job assets
>Displays each customer's work history
>No free trial

What Customers Are Saying
Satisfied users report that Commusoft offers excellent training. One user commented that the trainer “has been very helpful and supportive throughout the process of getting our business set up with Commusoft.” The software also receives positive reviews for its ability to store job histories and integrate with third-party applications.

Field Force Tracker

field-force-tracker
Field Force Tracker aims to help HVAC professionals manage four key aspects of their businesses: jobs, customers, field techs and parts inventory. To better manage jobs, Field Force Tracker has features to improve workflow, set up recurring jobs and increase efficiency. With these features, HVAC professionals can track their time accurately, set up one-time or recurring jobs, track each job from the first step to the last step and customize job workflows. Field Force Tracker makes it easier to manage customers by giving users access to a variety of CRM tools, including customizable templates and email alerts.

The software makes it easier to manage field techs by giving users the ability to update work orders, check job histories and manage time sheets. Field Force Tracker also has a mobile app to enable field techs to capture job-related photos and get digital signatures from customers. Field Force Tracker even tracks parts usage across jobs and alerts users to low inventory levels.

PriceFree Trial / DemoFeatures
$14.99/user/month14-day free trial>Billing and invoicing
>Payment processing
>Customer portal
>More features at Field Force Tracker

Pros and Cons of Field Force Tracker HVAC Software
Field Force Tracker gives HVAC professionals the ability to send customized quotes and invoices. It also includes reporting tools that make it possible to view a snapshot of the entire business. One drawback is that users must sign up with a separate merchant processor to use the software’s payment processing features.

ProsCons
>Ability to customize quotes and invoices
>Reporting tools provide a snapshot of the entire business
>Must partner with a merchant processor to use payment processing features

What Customers Are Saying
Customers love that Field Force Tracker helps them save time and increase efficiency. One satisfied customer claims that the cost of the software is “paid back by getting hassle-free operation and added efficiency” in business. Field Force Tracker also receives positive reviews for its ability to track response rates with the mobile app.

FieldEdge

FieldEdge
FieldEdge includes a variety of tools to help HVAC professionals increase efficiency and meet customers’ needs. The software features smart dispatching, which recommends service techs for new jobs based on their skills and locations, along with a capacity planner to help optimize travel routes for field technicians. To help with customer and job management, FieldEdge makes it possible to review past quotes and job histories, make sure customers are current on their payments before scheduling a new job and identify customers with ongoing service agreements.

FieldEdge integrates with QuickBooks to make accounting tasks easier for HVAC pros. Live integration means new entries sync immediately, ensuring that managers and field access always have access to the most current information. Every transaction, whether it’s recorded at the job site or in the back office, also goes right into QuickBooks, eliminating the need for double entries and helping HVAC professionals save time.

PriceFree Trial / DemoFeatures
Custom QuoteFree demo>Job routing
>Scheduling
>Inventory management
>More features at FieldEdge

Pros and Cons of FieldEdge HVAC Software
FieldEdge offers real-time QuickBooks updates to ensure managers and field techs always have the most up-to-date invoicing and payment information. The software also has dashboards to track technician performance and job status. One drawback of FieldEdge is that the company only offers online support during regular business hours.

ProsCons
>Real-time QuickBooks updates
>Dashboards make it easy to track top performers
>Doesn't offer telephone support

What Customers Are Saying
Customers appreciate that FieldEdge listens to their feedback and uses it to make improvements. One user comments, “They are continually adding so many features we needed at the beginning [that] they did not have. They now do!” FieldEdge has also been praised for its intuitive layout and compatibility with several accounting and CRM tools.

FieldPulse

FieldPulse
FieldPulse is designed to help service professionals increase their efficiency while maintaining high quality standards. The software accepts electronic signatures, enabling field technicians to have customers approve estimates or sign off on completed work without having to print any documents. FieldPulse also offers GPS tracking to help managers monitor their technicians and keep track of company vehicles. When a technician logs in at a job site, geotagging confirms the time and location, making it easy to determine if technicians are where they’re supposed to be.

The software has several features to help service companies do a better job with billing, invoicing and other accounting activities. Service technicians can create customized invoices and add new line items for fees and surcharges. The subtotal, tax amount and total are calculated automatically, eliminating errors and ensuring the business receives the right amount of money from each customer. FieldPulse also stores photos to help verify that jobs have been completed.

PriceFree Trial / DemoFeatures
$49/user/monthFree version/free trial>Customer database
>Payment processing
>Mobile app
>More features at FieldPulse

Pros and Cons of FieldPulse HVAC Software
FieldPulse offers GPS tracking to track agents on their routes and verify that jobs have been completed as documented. The software also accepts photo attachments, making it easier to verify that work has been completed correctly. One drawback is that it costs more to add manager users than it does to add service technician users.

ProsCons
>GPS tracking available to monitor field technicians
>Accepts photo attachments to help verify work completion
>Different prices for manager users and service agent users

What Customers Are Saying
Customers appreciate that FieldPulse provides a robust set of tools to help manage a service business. One reviewer writes, “FieldPulse is a robust CRM that has many useful functions and the team continues to add to it. I have used other CRMs…and none are as good as FieldPulse.” Users also love having the ability to accept electronic signatures.

Jobber

Jobber
Jobber aims to help service professionals grow their businesses with a wide range of features across several categories, including scheduling, reporting, billing and customer relationship management. Jobber’s client manager acts as a customer relationship management tool, enabling users to search for data, save job histories and access customer contact information. The software also makes it easy to save notes to a client’s account or accept e-signatures on work orders and other documents. Jobber also has a client hub that makes it possible to offer 24/7 service to customers who want to make payments, approve quotes, check appointment times and print receipts.

With Jobber’s scheduling tools, technicians can schedule one-time jobs or set up recurring appointments. Managers can also track technician workloads by assigning tasks and sorting the calendar by task status to see if anything is overdue. Jobber also offers an online booking tool, which enables customers to book appointments via a service provider’s website or Facebook page.

PriceFree Trial / DemoFeatures
Core: $29/month/1 user
Connect: $99/month/7 users
Grow: $199/month/30 users
Free trial>Reporting/analytics
>Customer portal
>Scheduling
>More features at Jobber

Pros and Cons of Jobber HVAC Software
Jobber offers a branded online booking tool, which can help generate revenue by allowing customers to book appointments via the company website or Facebook page. It also has a client hub, enabling users to offer 24/7 customer service. The Core plan is limited to one user and doesn’t include routing, online booking or automatic payments.

ProsCons
>Branded online booking tool available for customer convenience
>Client hub for 24/7 service
>Core plan doesn't include routing, online booking or automatic payments

What Customers Are Saying
Users love that Jobber makes them more efficient and productive. One reviewer explains, “The greatest benefit of all has been that Jobber has made our people very happy because it has made all of our jobs a lot easier.” Jobber also receives positive reviews for making service businesses look more professional to their customers.

mHelpDesk

mHelpDesk
mHelpDesk includes a variety of tools to help HVAC professionals manage jobs, create positive customer relationships and generate more leads for their businesses. The software helps with job management by making it possible to track the amount of time spent on each job, view the current status of every job, create custom forms and set up recurring jobs when necessary. Users can also customize their workflows based on their company policies and processes.

The built-in customer database gives users immediate access to each customer’s billing history, job history and contact information. mHelpDesk also includes a client portal, enabling service providers to offer some support online without having to hire additional staff. For lead generation, mHelpDesk offers an online booking tool that can be added to an existing website. The software also comes with templates that can be customized with a company logo or a set of terms and conditions.

PriceFree Trial / DemoFeatures
Custom QuoteFree trial>Dispatch
>Inventory management
>Third-party integrations
>More features at mHelpDesk

Pros and Cons of mHelpDesk HVAC Software
The mHelpDesk support team offers assistance with data migration, making it easier to transition from another HVAC software. mHelpDesk also offers a personalized onboarding process to help new users understand how to use the software to their advantage.

ProsCons
>Assistance with data migration
>Personalized onboarding process
>Pricing isn’t transparent

What Customers Are Saying
Customers love that mHelpDesk makes them more effective at their jobs. One satisfied user writes, “I am now able to monitor multiple maintenance technicians in various locations with so much ease and efficiency.” Users also appreciate that mHelpDesk integrates with QuickBooks to eliminate the need to enter payment data more than once.

PENTA

PENTA
Designed specifically for HVAC and mechanical contractors, PENTA helps simplify accounting processes and manage all the tasks involved in completing jobs. To help HVAC companies better manage their finances, PENTA includes a full suite of accounting tools that make it easier to record transactions, especially for large companies that have multiple business units. The software also has a suite of project management tools originally developed for the construction industry and adapted to meet the needs of HVAC professionals. With this suite, users gain access to features designed to streamline the purchasing process and manage change requests.

For HVAC business owners and service managers, PENTA includes in-depth reporting tools to identify business trends and make better decisions regarding scheduling, pricing and inventory management. With the software’s built-in tools for work order management, HVAC professionals can also get a better handle on the tasks involved in setting up new customer accounts, scheduling jobs and determining which technicians to assign to each request.

PriceFree Trial / DemoFeatures
Custom QuoteFree demo>Customer portal
>Job management
>Time sheets
>More features at PENTA

Pros and Cons of PENTA HVAC Software
PENTA has its own training academy, which provides training on new features and helps users take advantage of existing features. It also has a mobile app that provides live updates and feeds information entered by technicians into payroll and accounting systems; however, support isn’t available outside of regular business hours.

ProsCons
>Extensive training available
>Mobile service app provides live work updates
>Support not available outside of business hours

What Customers Are Saying
Customers love that PENTA offers a robust set of accounting tools to help service businesses remain profitable. These accounting features “provide an immediate picture of job cost and profitability of the project,” according to one satisfied user. PENTA users also appreciate that the company offers ongoing training to help them use the software effectively.

RazorSync

RazorSync
RazorSync was designed with team management in mind. As a result, it has a wide range of features to help managers monitor technicians and track the amount of time spent on each job. The software makes it easy to determine the status of each job by using color-coded workflows and custom tagging schemes. Managers can also send text messages to technicians, giving them immediate access to updated information on appointment times and job requirements.

RazorSync has automated billing tools that aim to reduce the amount of time between when a job is completed and when the customer submits a payment. The software also has several features to help users generate quotes, process payments and get customer approval on price quotes. With built-in mapping tools, managers can compare the distance between each technician’s current location and a job site, making it easier to determine which employee should be assigned to each job.

PriceFree Trial / DemoFeatures
$40/monthFree demo>Routing
>Quotes/estimates
>Work order input
>More features at RazorSync

Pros and Cons of RazorSync HVAC Software
RazorSync includes time-tracking features, reducing the amount of time spent on tracking hours and processing payroll. It also has built-in templates to make it easy to send text alerts to employees. One drawback is that RazorSync doesn’t offer telephone support, nor does the company offer support outside of business hours.

ProsCons
>Time tracking to reduce time spent on payroll
>Built-in templates for employee notifications
>Telephone support not available

What Customers Are Saying
RazorSync receives positive reviews for helping users increase efficiency when it comes to routing and scheduling. One user writes, “My favorite feature is the quality of the tracking and routing of my team and ease of figuring out [the] best routes.” Customers also love that RazorSync has many customization options.

Sage 100 Contractor

Sage-Intacct
Sage 100 Contractor has a variety of features across four key categories: estimating, project management, accounting and service management. The software aims to reduce project costs by helping users limit unscheduled overtime and unbilled change orders. With Liberty Reports, an add-on tool for Microsoft Excel, it’s possible to use Sage 100 Contractor and Excel to uncover insights about a firm’s productivity and profitability, enabling managers to make better decisions.

Inventory-management tools make it possible to keep track of parts and avoid running out of stock on critical items. The software also has several tools to help users generate bids quickly. Once a bid has been created, it’s possible to export purchase orders, budgets, subcontracts, proposals and other items, eliminating the need to enter the same data twice. Sage 100 Contractor also has a project work center, which stores project details in one place for convenient access by managers and technicians.

PriceFree Trial / DemoFeatures
$99/user/monthFree trial>Inventory management
>Billing and invoicing
>Customer portal
>More features at Sage 100 Contractor

Pros and Cons of Sage 100 Contractor HVAC Software
Sage 100 Contractor makes it easy for service professionals to monitor their inventory and avoid running out of critical items. It also offers customizable dashboards to ensure users can find important information quickly. Because Sage offers its own accounting software, Sage 100 Contractor doesn’t integrate with QuickBooks.

ProsCons
>Ability to track parts inventory
>Customizable dashboards to find important information at a glance
>Doesn't integrate with QuickBooks

What Customers Are Saying
Customers love that Sage 100 Contractor offers so many customization options. One user indicates that the software “definitely gives a lot of flexibility in creating any reports you need.” Sage 100 Contractor also receives positive reviews for rolling out regular updates and providing extensive technical support to users.

SAMPro Enterprise

SAMPro-Enterprise
SAMPro Enterprise includes business analytics, an accounting suite and CRM tools to help HVAC professionals streamline their operations. Designed for field service management, the software comes with scheduling, dispatching, workflow automation and work order management features to save technicians time and make it easier for managers to track the status of each job. The built-in scheduling tools ensure that the right technician is assigned to the right job, while the work order management tools speed up common service-related processes.

SAMPro Enterprise also includes a robust accounting suite to make it easier to collect payments. With the built-in A/R tools, users can create invoices, generate accounting reports and communicate effectively with customers regarding their balances. The accounting suite integrates payroll, billing and accounts payable, giving users the ability to assess a firm’s financial performance quickly and accurately. SAMPro Enterprise also offers a customer portal to help service providers enhance their image.

PriceFree Trial / DemoFeatures
Custom QuoteFree demo>Job management
>Dispatch
>Scheduling
>More features at SAMPro Enterprise

Pros and Cons of SAMPro Enterprise HVAC Software
SAMPro Enterprise includes an enterprise-level accounting suite, giving users access to a variety of billing, invoicing and payroll tools. It also features automated work order management to free up technicians for non-routine activities.

ProsCons
>Robust accounting tools
>Automated work order management to speed up routine activities
>Pricing isn’t transparent

What Customers Are Saying
Customers praise SAMPro Enterprise for making it easier to schedule appointments and manage jobs. One reviewer writes, “The scheduling and management features are excellent for any business, and it is very simple and easy to learn how to use.” The software also receives positive reviews for its ability to alert employees of schedule changes.

ServiceM8

ServiceM8
ServiceM8 has several pricing tiers to suit the needs of small businesses. The Lite plan accommodates up to 15 jobs per month at a cost of $9 per month. This plan includes basic tools for scheduling, invoicing and project management. Upgrading to the Starter package allows users to manage up to 50 jobs per month, set up progressive invoicing and create recurring jobs. For larger firms, the Growing plan introduces electronic forms and asset management at a cost of $79 per month (limit 150 jobs per month), while the Premium package costs $149 per month (limit 500 jobs per month). For larger firms, the Premium Plus plan works for up to 1,500 jobs per month at a cost of $349 per month.

Every plan includes unlimited storage, unlimited text messaging and 24/7 email and chat support, along with staff scheduling, job management, quoting and invoicing, online bookings, automation and reporting tools.

PriceFree Trial / DemoFeatures
Lite: $9/month
Starter: $29/month
Growing: $79/month
Premium: $149/month
Premium Plus: $349/month
14-day free trial>Routing
>Work order input
>Dispatch
>More features at ServiceM8

Pros and Cons of ServiceM8 HVAC Software
ServiceM8 has several pricing tiers, making it easy for smaller firms to control their costs. Every plan also includes unlimited storage to ensure service professionals have plenty of room to store job-related documents. Despite these advantages, ServiceM8 only provides technical support via chat and email.

ProsCons
>Several pricing tiers to suit businesses of various sizes
>Unlimited storage included in every plan
>Doesn't accept support requests via telephone

What Customers Are Saying
Customers love that ServiceM8 gives them “the ability to track and record information such as pictures, notes, client info and even assign certain employees to specific jobs.” The software also receives positive reviews for making it easier for small and medium businesses to manage their work without increasing their costs significantly.

ServMan

ServMan
ServMan is an enterprise-level software designed to help service professionals manage jobs more efficiently. It also includes tools to help with accounting, customer relationship management and sales. The software uses intelligent scheduling to increase efficiency without having to hire additional service technicians; as a result, technicians complete more jobs without working more hours. With its built-in tools for project management, ServMan makes it easy to track long projects from beginning to end or set up recurring maintenance appointments.

ServMan allows users to create custom inventory fields, making it easier to track job assets and manage inventory effectively. The software also enables managers to set up key performance indicators (KPIs) and use them to track performance, identify trends and determine if any changes are needed to make the business more efficient or more profitable. ServMan also has integrated accounting tools, such as credit card processing, to make it easier to track financial performance.

PriceFree Trial / DemoFeatures
$499 per monthFree trial>Customer database
>Scheduling
>Inventory
>More features at ServMan

Pros and Cons of ServMan HVAC Software
ServMan uses intelligent scheduling to plan efficient work routes, preventing technicians from having to waste time between customers. It also offers a variety of reports to help managers make decisions. Although time tracking is available, it’s not included in the standard ServMan software; it must be purchased with a separate module.

ProsCons
>Intelligent scheduling to maximize efficiency
>Variety of reports available
>Doesn't include time tracking

What Customers Are Saying
Customers appreciate that ServMan provides excellent service. One user writes, “The staff is very eager to help us with any issues that come up, and always suggest various approaches to better utilize the program features in our business.” Users also love that ServMan has many customization options.

simPRO

simPRO
simPRO is designed to streamline the workflow of any service professional, starting with the quoting/estimating process and ending with the quick collection of customer payments. For companies that need help with scheduling, simPRO enables users to view the availability of every technician from a single screen, select the best technician for the job and schedule appointments quickly. The software provides access to supplier catalogs and tools to help determine expected labor costs, reducing the amount of time it takes to generate price quotes.

Managers can use GPS tracking to optimize job scheduling and determine the location of a service technician at any time. This tracking tool is also helpful for tracking vehicle fleets, determining the amount of time spent traveling versus idling and generating reports on vehicle speed and other metrics. Mobile access keeps service technicians connected to the main office, making it easy to send them updated schedule information and have them collect customer payments in the field.

PriceFree Trial / DemoFeatures
Custom QuoteFree demo>Reporting/analytics
>Dispatch
>Scheduling
>More features at simPRO

Pros and Cons of simPRO HVAC Software
simPRO includes many tools to help service professionals streamline their workflows. The software also replaces multiple tools, such as whiteboards and spreadsheets, with a single system for scheduling, quoting, dispatching and managing jobs. simPRO doesn’t have the routing features that come standard with many other HVAC software packages.

ProsCons
>Includes tools to streamline business workflows
>Replaces multiple management tools
>Lacks routing features

What Customers Are Saying
Customers love that simPRO offers mobile access. One user comments, “The simPRO mobile app is logical and easy for our technicians to add time and materials to in the field. The ability to easily add photos and attachments to the job is a nice feature.” simPRO also receives positive reviews for its inventory-management capabilities.

Viewpoint Spectrum

viewpoint
Viewpoint Spectrum is designed to help streamline some of the most common tasks performed by service managers and field technicians. It does this by ensuring that managers and technicians can communicate quickly and easily, which prevents delays and makes it easier to meet customer expectations. Automated tools also help technicians save a lot of time, as they can access the information they need right in the field instead of having to drive back to the office to review paper forms.

Viewpoint Spectrum also has reporting tools that enable managers to view key performance indicators and determine if any changes need to be made to their business processes. These reporting tools also make it possible for service managers to predict how many technicians they’ll need each week, as they provide an overview of job costs and potential profits. Users can also access tools to help with inventory management, customer service and time tracking.

PriceFree Trial / DemoFeatures
Custom QuoteFree demo>Time sheets
>Inventory management
>Customer portal
>More features at Viewpoint Spectrum

Pros and Cons of Viewpoint Spectrum HVAC Software
Viewpoint Spectrum has in-depth reporting capabilities, giving managers the ability to assess company performance quickly. It also offers mobile access to reduce the amount of time techs spend driving to the office and looking through paper forms. Viewpoint Spectrum doesn’t offer telephone support, only online support.

ProsCons
>In-depth reporting allows managers to view KPIs
>Mobile access reduces time spent driving to the office and sorting through paperwork
>No support available via telephone

What Customers Are Saying
Customers appreciate that Viewpoint Spectrum makes it easier to communicate. One reviewer notes, “It’s a great way to improve access and communication throughout members of the office that may not always get the opportunity to see each other face to face.” Users also love that Viewpoint Spectrum includes so many features in one program.

Wintac

Wintac
Wintac is designed to help service managers keep track of their jobs and their employees, increasing efficiency and reducing costs. For the front office, Wintac offers real-time scheduling to ensure the right technician is assigned to the right job. Live map GPS makes it possible for office staff to determine the location of every technician, making it easier to identify which technician should handle each service call. The software also enables users to set up recurring jobs.

The software also has several tools to help employees in the back office make sure that technicians get paid on time and customer payments are collected in a timely manner. These tools are designed to help with payroll, accounts receivable, equipment management and inventory management. For technicians in the field, the Wintac mobile app provides real-time access to customer data and scheduling information, preventing delayed or canceled appointments associated with administrative errors.

PriceFree Trial / DemoFeatures
Custom QuoteFree demo>Payment processing
>Dispatch
>Work order input
>More features at Wintac

Pros and Cons of Wintac HVAC Software
Wintac has a good balance of features to help service managers increase their efficiency and help field technicians provide high-quality service. It also has the ability to email proposals to customers, preventing unwanted delays.

ProsCons
>Good combination of management and field tech features
>Ability to email proposals to customers
>Pricing isn’t transparent

What Customers Are Saying
Customers love that Wintac makes it easier for dispatchers to do their jobs. One satisfied user writes, “Wintac has been not only a great time saver but being able to reference jobs, techs, material and labor by pushing a few keys is amazing.” The software also receives positive reviews for its flexibility and customization options.

What Is HVAC Software?

HVAC software makes it easier for HVAC professionals to manage their businesses, whether they have just a few employees or hundreds of service technicians in the field. The features included in each package depend on the vendor, but HVAC software typically has tools to help with job management, customer relationship management, employee management, accounting and inventory management. For example, some packages integrate with QuickBooks to make it easier to generate invoices and keep track of accounts payable and accounts receivable balances.

In some cases, HVAC software has a built-in customer portal, which can help service professionals reduce the amount of time spent handling incoming calls and returning messages. With a customer portal, customers can log in to view their invoices, make payments and access their service histories, eliminating the need to call the company and ask questions.

Some packages also make it easier to collect feedback from customers and use that feedback to determine how well each technician is performing. Customer feedback can also be used to determine if a company needs to change some of its policies or offer additional services to meet customers’ needs. HVAC software may also have tools for generating reports, processing payments and ensuring that the right technician is assigned to the right job.

Benefits of HVAC Software

HVAC software has many benefits for solo professionals as well as small, mid-size and large HVAC companies, including the following:

  • Increase efficiency.HVAC software automates many of the most common tasks involved in scheduling service appointments, assigning technicians to jobs and collecting payments from customers. Time saved by using HVAC software can be used to find new customers or look for more lucrative projects.
  • Track technician performance. When technicians are out in the field, it can be difficult to track their performance. HVAC software comes with tools to help you identify top performers and determine if any of your technicians need additional training to help them complete jobs quickly and correctly.
  • Manage inventory. If you run out of parts, you may have to reschedule a service appointment, disappointing the customer and increasing the amount of time it takes to finish the job and get paid. HVAC software has built-in tools to help you track how many parts you have on hand and alert you when inventory is getting low.
  • Collect payments faster. HVAC software allows technicians to send invoices as soon as they complete their jobs, reducing the amount of time it takes for an invoice to reach the customer. Some packages also enable users to send payment reminders.

Must-Have Features for HVAC Software

Vendors offer HVAC software with a variety of features, all of which can be helpful for managing a service business. Some features are more essential than others, however, especially for small businesses. If you’re in the market for HVAC software, you should prioritize packages with scheduling and routing features, mobile access and tools to help with generating estimates, sending invoices and collecting payments.

Scheduling and routing features are important because they help HVAC professionals schedule appointments and assign technicians to incoming jobs. This type of software can help service managers assign jobs according to each technician’s location or skill level, increasing efficiency and customer satisfaction. Scheduling tools make it easier to set up one-time appointments or create recurring jobs.

Mobile access is important because HVAC technicians spend much of their time away from the office. With mobile access, it’s possible for technicians to look up job histories, take photographs of completed work, send invoices and schedule follow-up appointments right from their smartphones or tablets.

Billing and invoicing tools make it easier to let customers know how much each job is expected to cost, send invoices when jobs are completed and process customer payments. Some software even integrates with popular accounting programs to ensure every payment is immediately recorded as revenue, eliminating the need for double data entry.

The Cost of HVAC Software

The cost of HVAC software varies widely, with some options costing as little as $14.99 per user per month and others costing as much as $500 per month. Vendors that prefer to charge a one-time fee instead of a monthly fee may charge as much as $20,000 for their software. For small firms with just a few employees, it usually makes sense to go with a vendor that charges per user instead of charging a high monthly fee. Low-cost packages may not have every feature included in the high-end options, but they typically have enough features to help small businesses with scheduling, routing, billing and invoicing. Low-cost vendors may also include mobile access with their HVAC software.

The most expensive software is typically used by large companies with multiple locations and hundreds or even thousands of employees. If you expect your business to grow to this size, it can be helpful to start out with one of the premium software packages to avoid having to switch vendors at a later date. The features included in one of these high-end packages may also help you grow your business faster by making it easier to manage jobs and collect payments.