Best CRM for HVAC Contractors (2026)
We tested the best CRM and field service tools for HVAC contractors. Here's our honest breakdown of which platforms help you schedule, dispatch, and invoice.
| # | Software | Best For | Score | Price | |
|---|---|---|---|---|---|
| 1 | ServiceTitan | HVAC contractors with 10+ technicians. | 4.7 | $150/mo | Details |
| 2 | Jobber | Small to mid-size HVAC companies (1-10 techs). | 4.4 | $39/mo | Details |
| 3 | FieldEdge | Mid-size HVAC shops (5-30 techs) heavy on QuickBooks. | 4.1 | $100/mo | Details |
Why HVAC Contractors Need Specialized Software
HVAC is one of the most software-intensive trades — you need dispatch, flat-rate pricebooks, equipment tracking, maintenance agreement management, and seasonal scheduling. A generic CRM won't cut it.
How We Chose These Tools
We evaluated FSM tools for HVAC based on: pricebook management, equipment tracking, maintenance agreement billing, dispatching, and HVAC-specific features.
ServiceTitan is the industry standard for HVAC — built-in pricebook management, equipment tracking, maintenance agreement billing, and marketing ROI tracking.
Pros
- +HVAC-specific pricebook management
- +Equipment tracking and history
- +Maintenance agreement automation
- +Marketing ROI for HVAC campaigns
Cons
- −Premium pricing (custom quotes)
- −Overkill for small shops
- −Long implementation timeline
Best For
HVAC contractors with 10+ technicians.
Skip If
You're under 5 techs — Jobber is more appropriate.
Pricing: Custom pricing only — contact sales for a quote. Typically starts at $150-250+/mo depending on company size and modules. No free trial.
Jobber gives small to mid-size HVAC shops all the essentials — scheduling, dispatching, quoting, and invoicing — without the complexity or cost of ServiceTitan.
Pros
- +All-in-one at fraction of ServiceTitan cost
- +Excellent mobile app for technicians
- +Client hub for online booking
- +Strong QuickBooks integration
Cons
- −No built-in flat-rate pricebook
- −Equipment tracking is basic
- −Less HVAC-specific than ServiceTitan
Best For
Small to mid-size HVAC companies (1-10 techs).
Skip If
You need flat-rate pricebook management — ServiceTitan or FieldEdge is better.
Pricing: Core at $39/mo. Connect at $119/mo. Grow at $199/mo. All billed annually. 14-day free trial.
FieldEdge has the deepest QuickBooks sync in the industry plus built-in flat-rate pricebook — perfect for HVAC shops where the accountant runs QuickBooks.
Pros
- +Deepest two-way QuickBooks sync
- +Built-in flat-rate pricebook
- +Service agreement tracking
- +Trusted by HVAC contractors for decades
Cons
- −No public pricing (custom quotes)
- −Interface feels dated
- −No free trial
Best For
Mid-size HVAC shops (5-30 techs) heavy on QuickBooks.
Skip If
You want a modern interface — Jobber is more polished.
Pricing: Custom pricing only — contact sales for a quote. Typically $100+/user/mo. No free trial; demo available.