Running an HVAC business has never been simple. Between scheduled maintenance, emergency breakdowns, and seasonal demand spikes, managers juggle dozens of moving parts every day.
Add in compliance requirements, warranty tracking, and the constant pressure to keep technicians productive, and it’s no surprise many companies still rely on whiteboards, spreadsheets, or phone calls to stay afloat.
The problem?
Those manual methods can’t keep up with today’s expectations.
Customers want precise appointment windows, real-time updates, and quick fixes. Meanwhile, rising fuel prices and labor shortages are squeezing margins tighter than ever.
That’s where field service management (FSM) software comes in.
The right platform automates scheduling, tracks jobs in real time, manages inventory, and helps HVAC teams deliver reliable service without wasting time or resources.
But with so many tools on the market, choosing the right one can feel overwhelming.
To make it easier, we’ve compared five of the best FSM platforms for HVAC companies: Simpro, FieldBoss, BuildOps, Housecall Pro, and Jobber.
These platforms cover everything from job costing to mobile invoicing, as well as a complementary solution, eLogii, which specializes in advanced routing and dispatch.
Not all field service management software is built the same. HVAC companies need platforms that can handle both the complexity of scheduled maintenance and the urgency of emergency calls.
To fairly compare the leading tools, we looked at them through four key lenses:
We analyzed each platform’s scheduling, dispatching, invoicing, inventory, communication, and mobile tools.
Where relevant, we also considered scalability (SMB vs. enterprise fit), integrations (ERP, accounting, CRM, IoT), and deployment speed since all of these shape how well a tool serves HVAC businesses in practice.
Modern HVAC clients expect proactive updates, live ETAs, and quick confirmations. We assessed how each tool helps companies reduce missed appointments and improve customer satisfaction.
Many HVAC businesses operate on tight margins, so transparent pricing and ROI matter. While pricing structures vary (per tech, per job, tiered features), we noted how each tool balances cost with capabilities.
Every software has trade-offs. We highlighted where each tool excels, whether in terms of depth of features, ease of use, or industry specialization, and where HVAC teams might encounter limitations.
Simpro is an end-to-end operations platform built for trades like HVAC, plumbing, and electrical. It covers the full job lifecycle, including quoting and estimating, scheduling and dispatch, inventory and stock management, preventive maintenance, and invoicing.
HVAC teams especially benefit from Simpro's asset management tools (tracking HVAC units, warranties, and recurring service agreements) and mobile app that keeps technicians updated in real time.
Simpro is scalable, ranging from SMB contractors to mid-market enterprises that manage multi-team operations.
The platform integrates with over 100 solutions, including Xero, QuickBooks, and NetSuite, as well as CRM and IoT tools through its marketplace. Setup can be more involved than lightweight tools, but once configured, it supports highly mature workflows for HVAC businesses.
As a Simpro partner, eLogii integrates with Simpro’s workflows, extending its functionality with best-in-class routing, SLA compliance, and customer ETA tools, making the two platforms stronger together for HVAC teams.
Simpro helps HVAC teams send automated job updates, quotes, invoices, and service reminders. Customer portals (when enabled) provide clients with visibility into job progress and billing.
While some functionality relies on integrations, the system facilitates clear communication throughout the service cycle, thereby reducing missed appointments and enhancing trust.
Simpro doesn’t publish detailed pricing, as costs vary by modules and users. Industry trackers suggest it starts with tiered packages that scale up for larger teams.
While pricing may be higher than some SMB tools, HVAC contractors gain value from its deep operational features, especially inventory control and maintenance tracking, which reduce costly errors.
Simpro is best suited for HVAC businesses that require a comprehensive operational backbone, from quoting to maintenance contracts, particularly mid-sized to larger contractors managing multiple teams, assets, and complex workflows.
FieldBoss is built on Microsoft Dynamics 365, making it a strong choice for HVAC businesses that want FSM deeply embedded into their ERP/CRM environment.
FieldBoss supports service agreements, dispatching, job costing, asset lifecycle management, and compliance tracking, all critical in the HVAC industry, where safety regulations and warranties are top priorities.
Because it leverages Dynamics, FieldBoss scales well to larger enterprises and integrates natively with Office 365 and other Microsoft products.
Setup is heavier than plug-and-play FSM apps, but results in powerful workflows for HVAC firms with compliance-heavy operations.
FieldBoss enables automated work order updates, technician tracking, and client portals. For HVAC customers with recurring maintenance agreements, it provides clear scheduling and visibility into progress.
The Microsoft Foundation also makes it easier to connect communication workflows with Outlook or Teams, streamlining back-office and customer-facing interactions.
Pricing is custom and depends on Dynamics licensing plus FieldBoss modules. It’s not as transparent or SMB-friendly as some competitors.
Still, for mid-to-large HVAC firms, the value lies in its tight ERP integration and ability to unify financial, customer, and operational data under one umbrella.
FieldBoss is best suited for mid-sized and enterprise HVAC companies that are already invested in Microsoft Dynamics and need FSM to align tightly with finance, compliance, and enterprise data systems.
BuildOps is a field service and project management platform purpose-built for commercial contractors, making it a strong fit for HVAC companies that service larger facilities or enterprise clients.
BuildOps combines scheduling, dispatching, job costing, project management, and invoicing into a single platform.
Unlike many FSM tools that focus mainly on residential service, BuildOps includes features tailored to multi-phase commercial HVAC projects, such as submittal management, preventive maintenance contracts, and integration with construction workflows.
The mobile app enables field service technicians to access work orders, upload photos, and log equipment data in real-time, ensuring accurate service histories.
For HVAC teams with long-term service contracts, BuildOps provides portals and automated notifications that keep clients informed of maintenance schedules and project milestones.
Its communication tools are less focused on consumer-style ETAs and more on enterprise transparency, ensuring facilities managers or corporate clients always know job status.
BuildOps follows a custom pricing model. It tends to be more expensive than SMB-oriented platforms but provides value for commercial HVAC firms that need integrated project and service management.
Its ROI comes from reducing administrative overhead and consolidating multiple workflows into one tool.
BuildOps is ideal for commercial HVAC contractors handling complex projects and long-term service agreements that require a unified platform for project management and field service operations.
Housecall Pro is a mobile-first FSM platform designed primarily for residential service businesses, including HVAC, plumbing, and electrical contractors.
Housecall Pro's strength lies in its simplicity: drag-and-drop scheduling, digital estimates and invoices, GPS tracking, and built-in payment processing.
HVAC technicians can manage jobs directly from the mobile app, capturing photos, logging notes, and sending invoices before leaving the job site.
While it doesn’t have the deep project management or asset-tracking capabilities of enterprise tools, it’s ideal for contractors looking for quick deployment and ease of use.
Housecall Pro emphasizes customer-friendly features, such as automated text reminders, on-my-way notifications, and real-time technician tracking links.
These tools reduce no-shows and improve homeowner confidence, which is critical in residential HVAC, where customers expect reliability and transparency.
Pricing is transparent and tiered. The Basic plan starts at $59/month, while higher tiers scale with users and features. This makes Housecall Pro one of the more affordable FSM tools, especially for smaller HVAC shops.
Its value lies in saving time on scheduling and payment collection while boosting customer satisfaction.
Housecall Pro is best for residential HVAC contractors and small teams who want an affordable, easy-to-use platform that improves customer communication and simplifies day-to-day operations.
Jobber is a widely used FSM platform tailored for home service businesses, making it a strong fit for small to mid-sized HVAC contractors. It streamlines the workflow from quote → schedule → dispatch → invoice → payment, with automation features to reduce manual admin.
HVAC technicians benefit from the mobile app, which supports job details, photo uploads, time tracking, and GPS location logging.
While Jobber doesn’t offer the deep inventory or asset management found in enterprise systems, it excels in helping smaller HVAC teams run efficiently with minimal setup.
Jobber offers excellent client-facing tools. Automated reminders, “on my way” texts, and follow-up emails help HVAC companies keep homeowners informed and updated.
The client hub also lets customers approve quotes, pay invoices online, and track service appointments. These features boost customer trust and reduce friction in day-to-day service.
Jobber uses a transparent, tiered pricing model. Plans start at $29/month (annually) for the Core package and scale based on team size and advanced features.
For HVAC SMBs, the affordability and ease of use make Jobber a compelling option compared to larger, more complex FSM suites.
Jobber is best for small to mid-sized HVAC companies that want a straightforward, budget-friendly FSM solution with strong customer communication and streamlined job workflows.
While platforms like Simpro, FieldBoss, and Jobber manage the broader workflow of HVAC businesses, eLogii specializes in advanced route optimization, scheduling automation, and real-time customer communication.
For HVAC contractors, especially those juggling high service volumes, emergency jobs, or wide service areas, eLogii ensures technicians are dispatched on the most efficient routes, factoring in traffic, technician skills, service-level agreements (SLAs), and real-world constraints.
Its API-first design makes it easy to integrate with ERP, CRM, or FSM platforms, extending their functionality without disrupting existing operations.
eLogii automatically sends branded SMS and email notifications with dynamic ETAs, live tracking links, and real-time status updates.
These updates adjust as routes change, keeping customers informed, reducing no-shows, and improving trust. For HVAC teams, this means better SLA compliance and fewer wasted visits.
Pricing is flexible and tailored to usage. Unlike tiered FSM platforms, eLogii scales based on jobs and complexity, making it a cost-efficient way to add optimization and automation on top of existing tools.
Many fleets adopting advanced route optimization report double-digit fuel/labor savings (results vary by operation).
eLogii is best as a complementary solution for HVAC businesses already using FSM platforms but needing more advanced route optimization, SLA compliance, and real-time communication.
It’s particularly powerful for larger or rapidly scaling HVAC teams, where efficiency and customer satisfaction directly drive profitability.
As a Simpro partner, eLogii integrates seamlessly with Simpro’s workflows, extending its functionality with best-in-class routing, SLA compliance, and customer ETA tools, thereby strengthening the two platforms for HVAC teams.
The HVAC industry faces unique challenges, balancing urgent service calls with recurring maintenance contracts, while also keeping technicians efficient and customers satisfied.
The right FSM software can turn this complexity into a streamlined, profitable operation.
Let's recap:
Choosing the right tool depends on your business model, size, and growth ambitions. But the message is clear: HVAC companies that modernize now will be the ones best positioned to deliver reliable service, control costs, and grow profitably.