Prices read from vendor pages · October 2026 How we compare
HVAC CRM software and field-service tools, compared for your crew. See what all 22 cover and leave out, and what the 14 with public prices cost.
Pick one to set the team size and rank the tools by how many of the shop's needs they cover. Picking a type never takes a tool out of the list.
Set your team size, your jobs a month, how you pay and what you cannot do without. Every price below is worked out again for your settings.
Prices are read from the vendors' own pages, and we have not used the tools hands-on. How a price is worked out.
Users, office staff included. From 1 to 200.
ServiceM8 and Zoho FSM charge by jobs or appointments a month, so their prices follow this figure. We start at 100. From 1 to 10,000.
14 priced tools fit for 1 user · 8 on request
Lowest price that fits
Single plan
Teams of 1 to 10 serving business customers that track installed units by site, service intervals and visits
$9 per monthfor 1 user · billed yearly
See details for LiteoCovers the most with a public price
Elite
Solo owners and small teams that want published prices from $29.99 a month
$250 per monthfor 1 user · billed yearly10 users included, $25 a month per extra user
See details for QuoteIQCovers the most, price on request
Ultimate
Growing service teams that accept quote-only pricing
Price on requestQuote onlyAsk for a quote for 1 user
See details for WorkizLowest price first. Tools at the same price go A to Z.
Covers 2 of 14 features
$9 per month
for 1 user · billed yearly
Doesn't do: Dispatch board, Maintenance agreements, Flat-rate price book, Tiered quote options, Online payments, E-signature, Customer portal, Mobile app and Text messages
Not confirmed: Customer financing, QuickBooks sync and Technician GPS
Covers 2 of 14 features
$13 per month
for 1 user · billed yearly
Price not confirmed
Add-on: E-signature (+$79/mo)
Doesn't do: Dispatch board and Online payments
Not confirmed: Maintenance agreements, Flat-rate price book, Tiered quote options, Equipment tracking, Customer financing, Technician GPS, Customer portal, Multiple sites per customer and Text messages
Covers 2 of 14 features
$14 per month
for 1 user · billed yearly
Price not confirmed
Add-on: E-signature (+$32.50/mo)
Doesn't do: Dispatch board
Not confirmed: Maintenance agreements, Flat-rate price book, Tiered quote options, Equipment tracking, Online payments, Customer financing, Technician GPS, Customer portal, Multiple sites per customer and Text messages
Covers 1 of 14 features
$14 per month
for 1 user · billed yearly
Price not confirmed
Doesn't do: Dispatch board, Maintenance agreements and Equipment tracking
Only on a higher plan: QuickBooks sync (starts on Professional)
Not confirmed: Flat-rate price book, Tiered quote options, Online payments, Customer financing, E-signature, Technician GPS, Customer portal, Multiple sites per customer and Text messages
Covers 4 of 14 features
$20 per month
for 1 user · month to month
No separate yearly price listed
Price not confirmed
Doesn't do: Text messages
Only on a higher plan: E-signature (starts on Revenue Hub Professional) and Customer portal (starts on Revenue Hub Professional)
Not confirmed: Dispatch board, Maintenance agreements, Flat-rate price book, Tiered quote options, Equipment tracking, Technician GPS and Multiple sites per customer
Covers 5 of 14 features
$29 per month
for 1 user · billed yearly
Price not confirmed
Only on a higher plan: QuickBooks sync (starts on Connect, 1 user) and Text messages (starts on Grow, 1 user)
Not confirmed: Dispatch board, Maintenance agreements, Flat-rate price book, Tiered quote options, Equipment tracking, E-signature and Technician GPS
Covers 4 of 14 features
$29.99 per month
for 1 user · month to month
1 user included, $25 a month per extra user
No separate yearly price listed
Only on a higher plan: Dispatch board (starts on Pro), E-signature (starts on Beginner), QuickBooks sync (starts on Pro), Technician GPS (starts on Elite), Customer portal (starts on Pro) and Text messages (starts on Pro)
Not confirmed: Maintenance agreements, Flat-rate price book, Equipment tracking and Multiple sites per customer
Covers 4 of 14 features
$40 per month
for 1 user · billed yearly
Priced for up to 100 appointments a month
Flat price covers up to 200 users
Only on a higher plan: Equipment tracking (starts on Professional)
Not confirmed: Maintenance agreements, Flat-rate price book, Tiered quote options, Customer financing, E-signature, QuickBooks sync, Customer portal, Multiple sites per customer and Text messages
Covers 6 of 14 features
$45.95 per month
for 1 user · billed yearly
1 user included, $5 a month per extra user
Add-on: Customer portal (+$10/mo) and Text messages (+$10/mo)
Not confirmed: Maintenance agreements, Flat-rate price book, Tiered quote options, Equipment tracking, E-signature and Multiple sites per customer
Covers 2 of 14 features
$47 per month
for 1 user · month to month
No separate yearly price listed
Not confirmed: Dispatch board, Maintenance agreements, Flat-rate price book, Tiered quote options, Equipment tracking, Customer financing, E-signature, Technician GPS, Customer portal, Mobile app, Multiple sites per customer and Text messages
Covers 2 of 14 features
$60 per month
for 1 user · month to month
Flat price covers up to 5 users
No separate yearly price listed
Price not confirmed
Not confirmed: Dispatch board, Maintenance agreements, Flat-rate price book, Tiered quote options, Equipment tracking, Customer financing, E-signature, Technician GPS, Customer portal, Mobile app, Multiple sites per customer and Text messages
Covers 6 of 14 features
$79 per month
for 1 user · month to month
No separate yearly price listed
Only on a higher plan: Maintenance agreements (starts on Max, 1 user), Flat-rate price book (starts on Essentials, 1 user), QuickBooks sync (starts on Essentials, 1 user) and Technician GPS (starts on Essentials, 1 user)
Not confirmed: Tiered quote options, Equipment tracking, E-signature and Customer portal
Covers 9 of 14 features
$79 per month
unlimited users · month to month
Up to 150 jobs a month
No separate yearly price listed
Not confirmed: Maintenance agreements, Flat-rate price book, Customer financing, Customer portal and Multiple sites per customer
Covers 6 of 14 features
$208 per month
unlimited users · billed yearly
Add-on: E-signature (price not listed), Technician GPS (price not listed) and Customer portal (price not listed)
Only on a higher plan: Tiered quote options (starts on Plus)
Not confirmed: Maintenance agreements, Flat-rate price book, Equipment tracking and Text messages
No public price. Ask the vendor for a quote for 1 user.
Covers 4 of 14 features
Price on request
Quote only
Ask for a quote for 1 user
Add-on: Online payments (no monthly fee) and Technician GPS (price not listed)
Not confirmed: Dispatch board, Maintenance agreements, Flat-rate price book, Tiered quote options, Customer financing, Customer portal, Multiple sites per customer and Text messages
Covers 3 of 14 features
Price on request
Quote only
Ask for a quote for 1 user
Add-on: Online payments (price not listed), Customer portal (price not listed) and Text messages (price not listed)
Not confirmed: Dispatch board, Maintenance agreements, Tiered quote options, Equipment tracking, Customer financing, E-signature, Technician GPS and Multiple sites per customer
Covers 4 of 14 features
Price on request
Quote only
Ask for a quote for 1 user
Add-on: Flat-rate price book (price not listed), Online payments (price not listed), Customer financing (price not listed) and Technician GPS (price not listed)
Not confirmed: Dispatch board, E-signature, QuickBooks sync, Mobile app, Multiple sites per customer and Text messages
Covers 2 of 14 features
Price on request
Quote only
Ask for a quote for 1 user
Only on a higher plan: Tiered quote options (starts on Essentials) and E-signature (starts on Essentials)
Not confirmed: Maintenance agreements, Equipment tracking, Online payments, Customer financing, QuickBooks sync, Technician GPS, Customer portal, Mobile app, Multiple sites per customer and Text messages
Covers 3 of 14 features
Price on request
Quote only
Ask for a quote for 1 user
Only on a higher plan: Customer portal (starts on Premium)
Not confirmed: Dispatch board, Maintenance agreements, Flat-rate price book, Tiered quote options, Online payments, Customer financing, E-signature, Technician GPS, Multiple sites per customer and Text messages
Covers 1 of 14 features
Price on request
Quote only
Ask for a quote for 1 user
Add-on: Online payments (price not listed) and Technician GPS (price not listed)
Not confirmed: Dispatch board, Maintenance agreements, Flat-rate price book, Tiered quote options, Equipment tracking, Customer financing, E-signature, QuickBooks sync, Customer portal, Multiple sites per customer and Text messages
Covers 9 of 14 features
Price on request
Quote only
Ask for a quote for 1 user
Doesn't do: QuickBooks sync
Not confirmed: E-signature, Customer portal, Multiple sites per customer and Text messages
Covers 6 of 14 features
Price on request
Quote only
Ask for a quote for 1 user
Add-on: Text messages (price not listed)
Only on a higher plan: Maintenance agreements (starts on Ultimate), Flat-rate price book (starts on Ultimate), Tiered quote options (starts on Ultimate) and Equipment tracking (starts on Ultimate)
Not confirmed: Dispatch board, E-signature and Multiple sites per customer
Price for the settings above, every plan, all 14 features, limits, terms, watch-outs and the pages each fact was read from.
Pick up to 3 tools with Compare, or press See details on a card. They show here side by side, with every plan, every feature and where each fact was read.
These are the 14 things this site checks in software for HVAC shops. A tool has one only when the vendor's own pages show it.
Move jobs between named technicians by time of day
What countsAn office view with one row or column for each named technician, where jobs are assigned and moved by time of day, by drag and drop or on a technician calendar. A screenshot, video or help article has to show it. A line that says "scheduling and dispatching", or a due date with an assignee, does not count.
Why it mattersOffice staff juggle emergency calls and booked jobs all day. Some tools have no board at all.
See where technicians are on a map
What countsOffice users can see where technicians are on a map, through the phone app or vehicle trackers. Built in, or sold by the vendor as an add-on, counts. Third-party trackers connected through an app marketplace are partner products and do not count.
Why it mattersDispatchers send the nearest tech to an emergency call, and customers can be told when the tech is close. Some tools sell tracking as an add-on and publish no price for it.
Native iPhone and Android app for technicians
What countsA native iPhone or Android app, not a mobile website.
Why it mattersTechs work from the truck and the attic, where the signal can be weak. This site checks for a native app and does not test how it works offline.
Two-way texting with customers inside the tool
What countsTwo-way texting with customers from inside the tool: the office sends a text and the customer reply lands on the same record. Built in, or sold by the vendor as an add-on, counts. One-way alerts that customers cannot answer do not.
Why it mattersCustomers confirm visits and reply to the office by text, and the thread stays with the job. Some tools send one-way alerts only, and some sell texting as a separate add-on.
Set customer prices for common jobs, picked on site
What countsA library of tasks with set customer prices that technicians pick on site to build a quote or invoice. The vendor page has to say price book or flat-rate pricing. A plain product list with prices does not count. The plan shown is the lowest one with flat-rate pricing.
Why it mattersTechs quote at the door without doing sums, and prices stay the same from one tech to the next. Some tools offer a basic price book on every plan but flat-rate pricing only on a higher one.
Offer two or three priced options on one quote
What countsOne quote or proposal shows two or more priced tiers side by side (vendors often say good, better, top) and the customer picks one on a phone, tablet or link. Optional add-on lines on a single price do not count.
Why it mattersReplacement jobs are sold by showing choices. This is often tied to a higher plan.
Offer homeowners monthly payments on a quote
What countsHomeowner financing is offered on quotes or invoices, built in or through a named lender such as Wisetack, GoodLeap or Synchrony. Loans or cash advances to the shop itself do not count.
Why it mattersReplacement jobs are large. Financing puts a monthly payment next to each option.
Customers sign quotes or agreements on screen
What countsThe customer approves and signs a quote or agreement electronically inside the tool. A typed or drawn signature on a phone or tablet counts. Approving by email reply or signing a printed PDF does not.
Why it mattersA signed quote at the kitchen table avoids a second visit. Some tools charge extra for it on lower plans.
Customers pay invoices by card or bank transfer online
What countsThe customer pays an invoice by card or bank transfer through a link or portal, processed through the software (its own payments product or a named processor). Recording a payment by hand does not count. The published card rate is noted where there is one.
Why it mattersGetting paid on the day cuts chasing. Card fees add up on large HVAC invoices, so the rate and who processes the money matter.
Built-in sync with QuickBooks Online or Desktop
What countsBuilt-in sync with QuickBooks Online or QuickBooks Desktop. A link that works only through Zapier does not count. The notes say which edition, and the plan shown is the lowest one that includes it.
Why it mattersA shop that keeps its books in QuickBooks needs to know which edition a tool syncs with. Many tools only sync with Online, so Desktop users have fewer choices.
Customers view quotes, invoices and visits, then pay or book
What countsCustomers log in, or use a saved link, to see quotes, invoices, appointments or equipment, and to pay or book. A single emailed pay link does not count.
Why it mattersPlan members and commercial customers can check history and pay without calling the office.
Plans with included visits, scheduled and billed for you
What countsAn agreement or membership record with a term and included visits, visits or reminders created from it, and recurring billing for it. Vendors call these service plans, memberships or maintenance agreements. Visit reminders or recurring invoices without an agreement record do not count.
Why it mattersTune-up plans give an HVAC shop steady income between busy seasons. Some tools lock this feature to their top plan or only offer light versions of it.
Model, serial number and history for each installed unit
What countsEach installed unit at a customer site is recorded, with model, serial number, install date or warranty, and its service history can be seen. This is often documented only in help articles. Where a vendor does not say, the entry reads not confirmed, not no.
Why it mattersHVAC history belongs to the unit, not just the person. Warranty claims, repeat failures and replacement quotes all start from the unit record.
One customer, several addresses
What countsOne customer can have several addresses (sites).
Why it mattersLandlords, property managers and commercial accounts have many buildings. General CRMs often lack a site record.
Every figure here is worked out from the same data as the list, which is read from the vendors' own pages.
For 1 user, the cheapest plan of each of 10 tools costs $0 to $245 a month, month to month. For 5 users, 8 tools have a plan that fits, and the cheapest of each costs $50 to $299 a month.
2 plans are free (HubSpot Free CRM and Zoho CRM Free). The cheapest paid plan for 1 user is $13 (Liteo Single plan).
The list starts with free plans switched off; turn them on to see them.
Ask for a dispatch board and the list shrinks: for 5 users, 6 of those 8 still fit, at $50 to $299 a month.
Only prices confirmed on the vendor's own US page are counted. 7 of the 14 tools with a public price have at least one that is not: Housecall Pro, HubSpot, Jobber, Kickserv, Nutshell, Pipedrive and Zoho CRM. The list still shows them, marked "Price not confirmed".
Each figure is for the cheapest plan that fits, before add-ons, with ServiceM8 and Zoho FSM priced for 100 jobs a month. Change the team size, jobs a month and must-haves above to price your own shop.
A CRM keeps customers, contacts and deals. Field-service software, also called HVAC management software, runs the job too: scheduling, dispatch, quotes, invoices and payments.
This list holds 5 general CRMs (HubSpot, Liteo, Nutshell, Pipedrive and Zoho CRM) and 17 field-service tools. Dispatch board confirmed on at least one plan: none of the 5 CRMs, 8 of the 17 field-service tools.
Turn on Dispatch board in the must-haves above to see which tools fit.
14 of the 22 tools publish a price for at least one plan: Housecall Pro, HubSpot, Jobber, Kickserv, Liteo, Markate, Nutshell, Pipedrive, QuoteIQ, Service Fusion, ServiceM8, Tradify, Zoho CRM and Zoho FSM.
The other 8 sell by quote: BuildOps, FieldEdge, FieldPulse, ServiceTitan, ServiceTrade, simPRO, Successware and Workiz. They show no price on their pages, so this site lists them in their own group and compares what they cover.
8 of the 14 tools with a public price list a confirmed month to month price on at least one plan.
4 of them also list a lower yearly price on their cheapest paid plan, 8% to 31% below the monthly one: Liteo, Markate, Service Fusion and Zoho FSM.
The other 6 list no month to month price that is confirmed on the vendor's own US page: HubSpot, Jobber, Kickserv, Nutshell, Pipedrive and Zoho CRM.
Each price on this site is a monthly figure and says how it is billed. Billed yearly is the monthly price on a yearly plan. When a tool has no yearly price, it says month to month, and a monthly price is never shown as a yearly one.
It depends on the tool. Of the 51 plans with a public price, 23 charge per user, 17 charge one flat price for a set number of users, 7 include unlimited users and 4 are free.
Service Fusion includes unlimited users on every plan.
Housecall Pro, Markate and QuoteIQ sell a flat plan with some users included and a price for each extra user.
Jobber sells flat plans in packages that hold 10 and 15 users, each at one price for the whole team.
ServiceM8 and Zoho FSM charge by the jobs or appointments a shop does in a month rather than per user. Each plan holds a set number, and a busier shop pays for a bigger plan or package, or for each extra job where one is sold.
The price on each card is for the team size you set, extra users included, and for the jobs a month you set.
9 of the 22 tools sell at least one of the 14 features as an add-on: 18 add-ons in all.
For 13 of them the vendor publishes no price, so no total can include them. The list shows them as add-ons with no price listed: a tool with public prices drops out when you need one, and a tool sold by quote stays in its group.
The 5 add-ons with a price: BuildOps Payments+, no monthly fee; Markate Fully Branded Customer Portal, $10 a month; Markate Business phone number (virtual number), $10 a month; Nutshell Proposals & Invoices, $79 a month; Pipedrive Smart Docs, $39 a month. When you pick one of those features as a must-have, its price is added to the total.
16 of the 22 tools have a built-in QuickBooks sync on at least one plan. A link that works only through Zapier does not count.
On the lowest plan: BuildOps, FieldEdge, HubSpot, Kickserv, Markate, Nutshell, Pipedrive, Service Fusion, ServiceM8, ServiceTrade, Tradify and Workiz.
Only on a higher plan: Housecall Pro, Jobber, QuoteIQ and Zoho CRM.
Not offered: Successware.
Not confirmed on the pages we read: FieldPulse, Liteo, ServiceTitan, simPRO and Zoho FSM.
Open a tool in the comparison to read what its page says about QuickBooks Online and QuickBooks Desktop.
None of the 22 tools has all three of maintenance agreements, equipment tracking and multiple sites per customer confirmed, even on its top plan.
5 have two of the three, with the third in brackets: FieldPulse (multiple sites per customer not confirmed), Housecall Pro (equipment tracking not confirmed), Liteo (maintenance agreements not offered), Successware (multiple sites per customer not confirmed) and Workiz (multiple sites per customer not confirmed).
Pick the commercial service shop type above to rank every tool by how many of a commercial shop's needs it covers.