Commercial HVAC service agreement automation
Built for10+
HVAC Software
An HVAC shop runs on three kinds of software: one to run the work, one to keep the books, and one to keep the phone ringing. Below is all three, with prices from the vendors' own pages and honest markers where they hide them.
Running the workThe booksMarketing and reviews
Field service management
This is the system the day runs on: seasonal call surges scheduled around maintenance-agreement visits, flat-rate quotes at the kitchen table, dispatch, invoicing on-site, and getting paid before the truck leaves. One system instead of texts, paper and a whiteboard. Ten platforms, verified against their own pages.
Published per-seat pricing with a real one-person plan ($29/mo annual)
Built forsolo, 2-5, 5-15
QuickBooks Desktop sync (confirmed, alongside Online)
Built forsolo, 2-5, 5-10
Flat-rate pricebook native on the entry tier
Built for5-20, 20+
Unlimited users on every plan - no per-seat fee (beats per-seat rivals from ~6 users)
Built for5-20, 20+, office-heavy shops
Flat plans with bundled seats - 4-user shop pays $149.99 total
Built forsolo, 2-5, 5-20
Field-only seats priced below full-access (tech-heavy shops not billed office rates)
Built for2-5, 5-20, 20+
Equipment tracking across install history (Ultimate)
Built for2-5, 5-20, 20+ multi-location
Cheapest multi-seat entry in set: $60/mo for 5 users flat
Built for2-5, 5-20
RTU/boiler asset history (commercial-mechanical records)
Built for2-5, 5-20, 20+ via Enterprise
Every price and every "on request" is documented in thepricing database; head-to-heads live undercomparisons.
Accounting software
The books decide whether that change-out actually made money, and they only work if they reconcile themselves: invoices flowing from the field software into the ledger instead of lying around until tax season. The sync question decides this purchase, and it's covered in theaccounting guide for HVAC contractors.
Every field-service platform we track syncs with it
Works withall 10 field platforms
The only QuickBooks Desktop product still sold to new buyers
Works with6 field platforms
Cheapest full double-entry entry point at $25/mo
Works with1 field platforms
Easiest invoicing-first bookkeeping for a solo operator
Works withno field platform we track
The only real free tier in the set
Works withno field platform we track
Marketing and reviews
Maintenance agreements and referrals carry an HVAC business through the shoulder seasons, and reviews are where new customers check you out first. Your field software may already bundle some of this; theHVAC CRM and marketing guide covers what to check before paying twice.
One subscription replaces a stack of marketing point tools
Rolereplaces separate review, SMS and funnel tools; overlaps with FSM marketing add-ons
The best-known reviews-and-messaging layer for local businesses
Rolereviews and messaging layer on top of your field software
Deepest reviews-plus-listings platform in the set
Rolereputation and listings layer on top of your field software
Published prices in a category that hides them
Rolereview automation layer on top of your field software