HVAC · Estimating
Best HVAC Estimating Software
Data last checked Jul 3, 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 answer
For HVAC estimating, Housecall Pro is our top all-around pick (4.4/5): it builds good/better/best replacement quotes, backs them with a full flat-rate pricebook, and converts the accepted option straight to an invoice with native QuickBooks and Stripe, from $59/mo on annual billing. ServiceTitan and FieldEdge are the custom-quoted options for established shops, with ServiceTitan the deepest on book pricing; Jobber has the lowest paid entry at $29/mo on annual billing but is lighter on pricebook depth; and Workiz is the only one with a permanently free plan.
The table below ranks every tool by HVAC fit; full pricing and our verdicts follow.
Quick take
Highest rated
Housecall Pro
4.4Free plan
Workiz
No-cost tier available
Lowest paid plan
Jobber
From $29
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 $29 | 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 shops that run on QuickBooks and want mature, reliable 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
- Mature, proven dispatching and service management.
- Deep two-way QuickBooks integration — a major draw for shops that run their books there.
- Full flat-rate pricebook and service-agreement support.
Cons
- Custom, quote-based pricing (reported ~$100–125/user/mo) with no public price.
- No self-serve free trial — sold via demo and sales.
- Few native integrations beyond QuickBooks (no Stripe or Zapier in our data).
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 multi-tech HVAC and plumbing contractors ready to invest in an all-in-one platform with enterprise dispatching, reporting and financing.
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 in the category — dispatching, reporting, marketing and financing.
- Built to scale across large teams, trades and locations.
- Strong flat-rate pricebook and membership / service-agreement tooling.
Cons
- Custom, quote-based pricing well above SMB tools (reported ~$245–398/tech/mo) with a bigger contract commitment.
- No self-serve free trial — evaluation is a sales process and demo.
- More platform (and onboarding) than a solo operator or small crew needs.
- Native QuickBooks, but no Stripe or Zapier in our data.
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 phone and SMS handling and on-site card payments, with a free way to get started.
Pricing
Free plan- Lite$0 per month (2 users)
- Kickstart$187 per month (1-3 users)
- Standard$229 per month (1-5 users)
- Pro$270 per month (1-5 users)
- UltimateCustom quote for larger teams; highest automation limits.
Key estimating capabilities
- Estimating & quotingYes
- Invoicing & paymentsYes
- Flat-rate pricebookLimited
Integrations
- QuickBooks
- Stripe
- Zapier
- QuickBooksYes
- StripeYes
Pros
- Genuinely free Lite plan (up to 2 users) plus a paid trial — low-risk to start.
- Standout call tracking and SMS communication.
- Native QuickBooks, Stripe and Zapier integrations.
Cons
- Flat-rate pricebook and service agreements are limited versus the top tools.
- Steep jump from free to roughly $225–270/mo paid plans.
- Better suited to smaller shops than large, multi-crew 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 HVAC, plumbing and home-service teams that want straightforward scheduling, quoting and invoicing at the lowest entry price.
Pricing
From $29- Core$29 per month (1 user)
- Connect$99 per month (1 user)
- Grow$149 per month (1 user)
- Plus$399 per month (includes 5 users)
Key estimating capabilities
- Estimating & quotingYes
- Invoicing & paymentsYes
- Flat-rate pricebookLimited
Integrations
- QuickBooks
- Stripe
- Zapier
- QuickBooksYes
- StripeYes
Pros
- Lowest entry price here ($39/mo) and one of the fastest to set up.
- Clean, easy scheduling, quoting and invoicing for owner-operators and small crews.
- Native QuickBooks, Stripe and Zapier.
- Free trial to test before paying.
Cons
- Flat-rate pricebook and service agreements are limited — weaker for membership-heavy or strict book-pricing shops.
- Lighter on advanced dispatching and reporting than enterprise platforms.
- No permanently free plan.
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 home-service teams that want a polished, modern all-in-one platform with payments built in.
Pricing
From $59- Basic$59 per month (1 user)
- Essentials$149 per month (up to 5 users)
- MAX$299 per month (up to 8 users)
Key estimating capabilities
- Estimating & quotingYes
- Invoicing & paymentsYes
- Flat-rate pricebookYes
Integrations
- QuickBooks
- Stripe
- Zapier
- QuickBooksYes
- StripeYes
Pros
- Polished, modern interface with a strong technician mobile app.
- Built-in card payments plus native QuickBooks, Stripe and Zapier.
- Full feature set: flat-rate pricebook, memberships, estimating and customer SMS.
Cons
- Per-user pricing ($59–299/user/mo, plus about $35 per extra user) adds up as the team grows.
- No permanently free plan (free trial only).
- Focused on the US and Canada — confirm availability elsewhere.
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 $29/month and Housecall Pro at $59/month on annual billing, 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.