Best CRM for HVAC Companies in 2026: Top 7 Compared

HVAC businesses have unique CRM needs: maintenance agreement tracking, seasonal scheduling, equipment history, and warranty management. The right CRM can transform your operation.

This guide compares the top HVAC CRM options with honest assessments.

Quick Comparison

1. ServiceTitan — Best for Large HVAC Operations

Best for: Companies with 10+ techs, $1M+ revenue

ServiceTitan is the industry leader for a reason. It offers the most comprehensive feature set for HVAC specifically.

HVAC-Specific Features:

• Maintenance agreement management


• Equipment tracking by serial number


• Pricebook with good-better-best options


• Marketing ROI tracking


• Payroll integration

Pros:

• Industry-leading features


• Excellent mobile app


• Strong reporting and analytics


• Dedicated HVAC pricebooks

Cons:

• Expensive (typically $300+/month minimum)


• Long-term contracts required


• Steep learning curve


• Overkill for small operations

Pricing: Custom quotes, typically $300-$500+/month

Verdict: If you are doing $1M+ and want to scale, ServiceTitan is worth the investment.

2. Housecall Pro — Best for Small-Medium HVAC

Best for: 1-10 tech operations

Housecall Pro balances features and affordability well for growing HVAC companies.

Key Features:

• Online booking


• Automated follow-ups


• QuickBooks integration


• Customer financing (through Wisetack)


• Review management

Pros:

• Easy to learn and use


• Affordable pricing


• Good customer support


• Mobile-first design

Cons:

• Less HVAC-specific than ServiceTitan


• Limited reporting on lower tiers


• Some features require add-ons

Pricing: $65/month (Basic), $149/month (Essentials), $249/month (Max)

Verdict: Great choice for HVAC companies not ready for ServiceTitan pricing.

3. Jobber — Best for Growing Companies

Best for: Companies scaling from 1 to 10+ employees

Jobber excels at scheduling, quoting, and customer management with a clean interface.

Key Features:

• Drag-and-drop scheduling


• Quote follow-up automation


• Client hub (customer portal)


• GPS tracking


• Batch invoicing

Pros:

• Intuitive interface


• Excellent scheduling features


• Strong quote management


• Good value for features

Cons:

• Less industry-specific


• Limited inventory management


• Reporting could be better

Pricing: $49/month (Core), $129/month (Connect), $249/month (Grow)

Verdict: Best balance of ease-of-use and features for growing HVAC businesses.

4. FieldEdge — Built for HVAC/Plumbing

Best for: Established HVAC companies wanting industry-specific tools

FieldEdge was built specifically for HVAC and plumbing contractors.

HVAC Features:

• Equipment tracking


• Maintenance agreement management


• Flat-rate pricing tools


• Dispatch board


• QuickBooks sync

Pros:

• HVAC-specific design


• Good equipment tracking


• Solid dispatch features


• Industry expertise

Cons:

• Interface feels dated


• Mobile app needs improvement


• Pricing not transparent

Pricing: Custom quotes (typically $100-$300/month)

Verdict: Good option if you want HVAC-specific features without ServiceTitan pricing.

5. Service Fusion — Budget-Friendly Option

Best for: Cost-conscious HVAC companies

Service Fusion offers solid features at competitive pricing with no per-user fees.

Key Features:

• Unlimited users (flat pricing)


• Estimates and invoicing


• GPS tracking


• Customer portal


• VoIP phone integration

Pros:

• Flat pricing (no per-user fees)


• Good value for larger teams


• Decent feature set


• Phone system integration

Cons:

• Interface not as polished


• Customer support varies


• Some features limited

Pricing: $166/month (Starter), $251/month (Plus), $421/month (Pro)

Verdict: Best option if you have many users and want predictable costs.

What HVAC Companies Should Look For

Must-Have Features

Maintenance agreement tracking — HVAC lives on recurring revenue

Equipment history — Track systems by address and serial number

Scheduling optimization — Route techs efficiently

Mobile app — Techs need access in the field

QuickBooks integration — Keep accounting simple

Nice-to-Have Features

• Flat-rate pricebook


• Customer financing


• Marketing ROI tracking


• Inventory management


• Payroll integration

Our Recommendations

Solo/1-3 techs: Start with Jobber ($49/mo) or Housecall Pro ($65/mo)

4-10 techs: Housecall Pro Essentials ($149/mo) or Jobber Connect ($129/mo)

10+ techs: ServiceTitan or FieldEdge

Budget priority: Service Fusion ($166/mo flat)

The Phone Gap

One thing no CRM solves: answering your phone 24/7. HVAC emergencies happen at 2 AM in January.

Most CRMs integrate with answering services. Consider pairing your CRM with an AI phone service like Fixly that can book directly into your calendar.

Try Fixly free →