HVAC · Estimating
Best HVAC Estimating Software
Data last checked Jun 13, 2026
For an HVAC business, the estimate is where the job is won or lost. A homeowner staring at a failed condenser in July is comparing your good/better/best replacement options against the next contractor's, and a slow, sloppy, or hard-to-read quote costs you the ticket. Estimating software lets you build tiered equipment proposals, lock in your flat-rate pricebook so margins hold, and convert an accepted quote into an invoice without re-keying a thing, which is the difference between a quote that closes on the spot and one that sits in a customer's inbox.
We compared five field-service platforms that HVAC contractors use to estimate and bill: ServiceTitan, FieldEdge, Workiz, Jobber, and Housecall Pro. Tools are ranked by how well they fit HVAC work first, then by starting price, with custom-quoted tools sorting last. The comparison table covers Estimating, Invoicing, and Flat-rate pricebook, plus QuickBooks and Stripe so you can see what connects to your books and your payments. Pricing, integrations, and feature support come straight from our database.
Quick take
Editor’s pick
[VERDICTO PENDIENTE] — your recommended tool for this category.
Free plan
Workiz
No-cost tier available
Lowest paid plan
Jobber
From $39
Highest HVAC fit
FieldEdge · ServiceTitan
5/5 trade fit
At a glance
Side-by-side comparison
Ranked by HVAC fit, then starting price. Scroll the table to see every column.
Swipe the table sideways to compare →
| Tool | HVAC fit | Starting price | Free trial | Estimating & quoting | Invoicing & payments | Flat-rate pricebook | QuickBooks | Stripe | Rating | Visit website |
|---|---|---|---|---|---|---|---|---|---|---|
| #1FieldEdgeFieldEdge (Xplor) | 5/5 | Custom | No | Yes | Yes | Yes | Yes | Not listed | 4.0 | Visit |
| #2ServiceTitanServiceTitan | 5/5 | Custom | No | Yes | Yes | Yes | Yes | Not listed | 4.3 | Visit |
| #3WorkizWorkiz | 4/5 | Free plan | Yes | Yes | Yes | Limited | Yes | Yes | 4.0 | Visit |
| #4JobberJobber | 4/5 | From $39 | Yes | Yes | Yes | Limited | Yes | Yes | 4.2 | Visit |
| #5Housecall ProHousecall Pro | 4/5 | From $59 | Yes | Yes | Yes | Yes | Yes | Yes | 4.4 | Visit |
In depth
Every tool, reviewed
Pricing, capabilities, integrations and our verdict for each platform. Verdicts and ratings are written by our team and appear as they are completed.
FieldEdge
Our verdict
FieldEdge is a long-standing field-service platform built specifically for residential HVAC and plumbing contractors, with one of the deepest QuickBooks integrations in the category alongside solid dispatching, flat-rate pricebook and service-agreement tools. It's a capable, established system rather than a flashy one: pricing is custom-quoted, the interface feels more traditional than the newer SMB tools, and there's no native Stripe or Zapier connection. For an established service business that lives in QuickBooks and wants a proven platform with real pricebook and membership depth, it's a strong fit; shops that want modern self-serve onboarding or built-in card payments may prefer Housecall Pro or Workiz.
Best for: Established residential HVAC and plumbing service businesses that run on QuickBooks and want deep, mature dispatching.
Pricing
Custom quote- CustomQuote-based; ~$100-125/user/mo reported
Key estimating capabilities
- Estimating & quotingYes
- Invoicing & paymentsYes
- Flat-rate pricebookYes
Integrations
- QuickBooks
- QuickBooksYes
- StripeNot listed
Pros
- One of the deepest QuickBooks integrations in the category
- Purpose-built for residential HVAC and plumbing
- Solid flat-rate pricebook and service agreements
- Mature, established dispatching
Cons
- Custom pricing with no public plans
- Interface feels dated next to newer tools
- No native Stripe or Zapier integration
- Less self-serve onboarding
ServiceTitan
Our verdict
ServiceTitan is the most powerful platform in this comparison and the closest thing the trades have to an enterprise standard — deep flat-rate pricebook, robust dispatching, membership and service-agreement management, and reporting built for shops that run on their numbers. That power comes at a real cost: pricing is custom-quoted and sits well above the SMB tools here, onboarding is a project rather than an afternoon, and it connects to QuickBooks but not Stripe or Zapier. For a one-to-three-truck shop it's usually overkill; for a growing HVAC business that has outgrown lighter tools and wants one system to run everything, it's the benchmark.
Best for: Established HVAC and multi-trade contractors ready to invest in an all-in-one platform and a longer-term contract.
Pricing
Custom quote- CustomQuote-based; ~$245-398/tech/mo reported, ~$2-3k/mo min
Key estimating capabilities
- Estimating & quotingYes
- Invoicing & paymentsYes
- Flat-rate pricebookYes
Integrations
- QuickBooks
- QuickBooksYes
- StripeNot listed
Pros
- Deepest feature set: pricebook, dispatch, memberships and reporting
- Built to scale with larger and multi-trade operations
- Strong flat-rate pricebook and service-agreement management
- Native QuickBooks integration
Cons
- Highest, custom-only pricing in this group
- Steep onboarding and learning curve
- Long-term contracts are typical
- No native Stripe or Zapier integration
Workiz
Our verdict
Workiz stands out for communication-heavy field-service businesses: its scheduling, dispatch, customer SMS and built-in phone tools are a real strength, and it's the only platform here with a permanently free Lite plan (capped at 2 users and 20 jobs) plus native Stripe and Zapier. Where it's lighter is depth: flat-rate pricebook and service-agreement features are limited versus the HVAC-focused tools, so shops that price from a standardized book or sell membership plans should look closely. For a small shop that wants to start free, communicate well with customers and take payments on site, Workiz is a practical, budget-friendly choice.
Best for: Small field-service shops that want strong call and SMS handling, a free way to start, and on-site card payments.
Pricing
Free plan- Lite$0 per month (2 users, 20 jobs cap)
- Kickstart$225 per month
- Standard$229 per month
- Pro$270 per month
Key estimating capabilities
- Estimating & quotingYes
- Invoicing & paymentsYes
- Flat-rate pricebookLimited
Integrations
- QuickBooks
- Stripe
- Zapier
- QuickBooksYes
- StripeYes
Pros
- Permanently free Lite plan to start
- Strong call, SMS and dispatch tools
- Native QuickBooks, Stripe and Zapier
- Good value on paid tiers
Cons
- Limited flat-rate pricebook
- Limited service-agreement and membership features
- Less depth for larger or multi-trade operations
Jobber
Our verdict
Jobber is one of the most user-friendly field-service tools available, with clean scheduling, quoting and invoicing, a polished client experience, and native QuickBooks, Stripe and Zapier. It's built for breadth across home-service trades rather than HVAC depth: its flat-rate pricebook and service-agreement features are limited next to ServiceTitan, FieldEdge or Housecall Pro, so HVAC shops that rely on standardized book pricing or membership programs may outgrow it. For a small plumbing or general home-service business that wants to get organized and get paid fast without complexity, it's hard to beat on ease of use and value.
Best for: Small home-service and general-trade businesses that want the simplest, fastest path to scheduling, invoicing and getting paid.
Pricing
From $39- Core$39 per month (1 user)
- Connect$119 per month (up to 5 users)
- Grow$199 per month
- Plus$599 per month (up to 15 users)
Key estimating capabilities
- Estimating & quotingYes
- Invoicing & paymentsYes
- Flat-rate pricebookLimited
Integrations
- QuickBooks
- Stripe
- Zapier
- QuickBooksYes
- StripeYes
Pros
- Among the easiest tools to learn and use
- Clean quoting, invoicing and client experience
- Native QuickBooks, Stripe and Zapier
- Affordable entry price with a free trial
Cons
- Limited flat-rate pricebook
- Limited service-agreement and membership tools
- Less HVAC-specific depth than dedicated platforms
Housecall Pro
Our verdict
Housecall Pro hits a sweet spot for residential service businesses: it's genuinely easy to set up, has one of the best technician mobile apps in the category, and still carries the depth that matters — flat-rate pricebook, service agreements, customer SMS, plus native QuickBooks and Stripe so techs can invoice and take card payments on site. Pricing starts reasonably but climbs at the higher tiers, and the most advanced features sit on the pricier plans. For a one-to-many-truck HVAC or home-service shop that wants a polished all-in-one without an enterprise project, it's one of the safest picks here.
Best for: Small-to-midsize residential HVAC and home-service teams that want an easy all-in-one tool with card payments and strong mobile.
Pricing
From $59- Basic$59 per user / month
- Essentials$149 per user / month
- MAX$299 per user / month
Key estimating capabilities
- Estimating & quotingYes
- Invoicing & paymentsYes
- Flat-rate pricebookYes
Integrations
- QuickBooks
- Stripe
- Zapier
- QuickBooksYes
- StripeYes
Pros
- Very easy onboarding and a strong technician mobile app
- Flat-rate pricebook and service agreements included
- Native QuickBooks and Stripe for on-site card payments
- Built-in customer SMS and review tools
Cons
- Costs climb quickly at higher tiers
- Best features gated to pricier plans
- Per-user pricing adds up for larger crews
FAQ
HVAC estimating software — questions
Which of these tools can turn an HVAC estimate into an invoice automatically?
All five tools in the table support both estimating and invoicing, so you can build a replacement quote and convert the accepted version into an invoice without rebuilding the line items. To collect payment, check the Stripe column: Workiz, Jobber, and Housecall Pro offer a native Stripe integration, while ServiceTitan and FieldEdge do not. Every tool also connects natively to QuickBooks, so the invoice can flow into your accounting.
Do these platforms support a flat-rate pricebook for HVAC equipment and repairs?
It varies, so check the Flat-rate pricebook column. ServiceTitan, FieldEdge, and Housecall Pro support a flat-rate pricebook, which helps keep margins consistent when techs price compressors, capacitors, or full system swaps in the field. Jobber and Workiz offer only limited flat-rate pricebook capability, which matters if standardized book pricing is central to how you quote.
Can I build good/better/best tiered proposals for an HVAC system replacement?
Tiered equipment proposals are a core HVAC estimating play, and all five tools list estimating support in the Estimating column, so each can produce a multi-option replacement quote the homeowner can choose from at the kitchen table. Pair that with the Flat-rate pricebook column to keep each tier priced consistently, and the Invoicing column to turn the accepted option into a bill. ServiceTitan, FieldEdge, and Housecall Pro back their estimates with a full flat-rate pricebook, while Jobber and Workiz keep that piece limited.
What does HVAC estimating software actually cost?
Pricing ranges widely, so review each tool's pricing in the table. Jobber starts at $39/month and Housecall Pro at $59 per user/month, while Workiz publishes its plans alongside a free Lite plan ($0, limited to 2 users and 20 jobs). ServiceTitan and FieldEdge are custom-quoted with no public price, so you'll need to request a quote from those vendors directly.
Is there a free way to try estimating software before committing?
Yes for most. Workiz, Jobber, and Housecall Pro all offer a free trial, and Workiz additionally has a free Lite plan if you want to test it long-term on a small crew. ServiceTitan and FieldEdge do not offer a free trial or a free plan, so evaluating them means going through a custom quote and demo process.