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Trade Software Reviews

HVAC · Scheduling & Dispatch

Best HVAC Scheduling & Dispatch Software

Data last checked Jul 3, 2026

For an HVAC business, scheduling and dispatch is where the money is made or lost. Get the right tech (with the right truck stock and skills) to the right job, squeeze an emergency no-cool call into a full board on a 95-degree day, and keep customers from wondering when you'll show up, and your day runs smoothly. Lean on a paper schedule and a group text, and you get double-bookings, windshield time between jobs, and callbacks. The tools below are built to handle that with drag-and-drop dispatch boards, route-aware scheduling, automatic on-my-way texts, and a technician mobile app so the field and the office stay in sync.

We compared five platforms HVAC contractors actually use: FieldEdge, ServiceTitan, Workiz, Jobber, and Housecall Pro. Tools are ranked by HVAC fit first, then by starting price (custom-quoted options last), and the pricing, integrations, and feature support in the comparison table come straight from our database. Check each tool's columns and pricing below to see how scheduling and dispatch, customer SMS, the technician app, service agreements, plus QuickBooks and Zapier line up for the way you run calls.

Quick answer

For HVAC scheduling and dispatch, the best fit depends on size. Housecall Pro is our highest-rated all-rounder (4.4/5), with a drag-and-drop dispatch board, automated on-my-way texts and a top technician app, from $59/mo on annual billing. ServiceTitan offers the deepest, enterprise-grade dispatching, while FieldEdge is a mature, proven option with an especially deep QuickBooks integration — both custom-quoted for established shops. Jobber is the lowest-priced paid plan at $29/mo on annual billing, and Workiz — the only one with a permanently free plan — stands out for shops that run on phone and SMS.

The table below ranks every tool by HVAC fit; full pricing and our verdicts follow.

Quick take

Highest rated

Housecall Pro

4.4

Free 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 →

Comparison of tools by HVAC fit, price, free trial, key features, integrations and rating.
ToolHVAC fitStarting priceFree trialScheduling & dispatchCustomer SMS / commsTechnician mobile appService agreements / membershipsQuickBooksZapierRatingVisit website
#1FieldEdgeFieldEdge (Xplor)5/5CustomNoYesYesYesYesYesNot listed4.0Visit
#2ServiceTitanServiceTitan5/5CustomNoYesYesYesYesYesNot listed4.3Visit
#3WorkizWorkiz4/5Free planYesYesYesYesLimitedYesYes4.0Visit
#4JobberJobber4/5From $29YesYesYesYesLimitedYesYes4.2Visit
#5Housecall ProHousecall Pro4/5From $59YesYesYesYesYesYesYes4.4Visit
YesLimitedAdd-onNoNot listed

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.

#1

FieldEdge

FieldEdge (Xplor)HVAC fit 5/5
4.0

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
Mobile app

Key scheduling capabilities

  • Scheduling & dispatchYes
  • Customer SMS / commsYes
  • Technician mobile appYes
  • Service agreements / membershipsYes

Integrations

  • QuickBooks
  • QuickBooksYes
  • ZapierNot 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).
Visit FieldEdgeRead reviewPricing last checked Jul 3, 2026.
#2

ServiceTitan

ServiceTitanHVAC fit 5/5
4.3

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
Mobile app

Key scheduling capabilities

  • Scheduling & dispatchYes
  • Customer SMS / commsYes
  • Technician mobile appYes
  • Service agreements / membershipsYes

Integrations

  • QuickBooks
  • QuickBooksYes
  • ZapierNot 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.
Visit ServiceTitanRead reviewPricing last checked Jul 3, 2026.
#3

Workiz

WorkizHVAC fit 4/5
4.0

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.
Free trialFree planMobile app

Key scheduling capabilities

  • Scheduling & dispatchYes
  • Customer SMS / commsYes
  • Technician mobile appYes
  • Service agreements / membershipsLimited

Integrations

  • QuickBooks
  • Stripe
  • Zapier
  • QuickBooksYes
  • ZapierYes

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.
Visit WorkizRead reviewPricing last checked Jul 3, 2026.
#4

Jobber

JobberHVAC fit 4/5
4.2

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)
Free trialMobile app

Key scheduling capabilities

  • Scheduling & dispatchYes
  • Customer SMS / commsYes
  • Technician mobile appYes
  • Service agreements / membershipsLimited

Integrations

  • QuickBooks
  • Stripe
  • Zapier
  • QuickBooksYes
  • ZapierYes

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.
Visit JobberRead reviewPricing last checked Jul 3, 2026.
#5

Housecall Pro

Housecall ProHVAC fit 4/5
4.4

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)
Free trialMobile app

Key scheduling capabilities

  • Scheduling & dispatchYes
  • Customer SMS / commsYes
  • Technician mobile appYes
  • Service agreements / membershipsYes

Integrations

  • QuickBooks
  • Stripe
  • Zapier
  • QuickBooksYes
  • ZapierYes

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.
Visit Housecall ProRead reviewPricing last checked Jul 3, 2026.

FAQ

HVAC scheduling software — questions

Which of these tools have a drag-and-drop dispatch board and a technician mobile app?

All five tools in this comparison support scheduling and dispatch and include a technician mobile app, so the office can reassign and reorder jobs and the field can see the day's calls, get directions, and update status from the truck. The differences come down to fit, price, and the surrounding features. Use the Scheduling & dispatch and Technician mobile app columns to confirm support for each tool.

Can I send automatic on-my-way texts to customers?

Yes. Every tool here supports customer SMS, which is what powers on-my-way and appointment-reminder texts that cut down on no-shows and 'where's my tech' calls. See the Customer SMS column for each tool to confirm. How configurable the messaging is varies, so confirm the specifics with each vendor.

Do these handle HVAC maintenance plans and service agreements?

It varies by tool. ServiceTitan, FieldEdge, and Housecall Pro support service agreements (maintenance plans and memberships), while Jobber and Workiz are limited here. If recurring tune-up agreements are central to how you schedule seasonal work, check the Service agreements column closely before you commit.

How much does HVAC dispatch software cost, and is there a free option?

Pricing ranges widely. Jobber starts at $29/month and Housecall Pro at $59/month (both annual billing), Workiz has paid plans starting at $187/month on annual billing, and ServiceTitan and FieldEdge are custom-quoted with no public price. Workiz also offers a free Lite plan ($0, limited to 2 users and 20 jobs), and Jobber, Housecall Pro, and Workiz all offer a free trial. Check each tool's pricing below for the current plan details.

Will it connect to QuickBooks and Zapier?

All five tools offer native QuickBooks integration, so dispatched and completed jobs can flow into your accounting. Zapier is a different story: Workiz, Jobber, and Housecall Pro support it natively, while ServiceTitan and FieldEdge do not. If you rely on Zapier to push job or customer data into other apps, check the QuickBooks and Zapier columns for each tool.