HVAC · Service Agreement
Best HVAC Service Agreement Software
Data last checked Jul 3, 2026
For an HVAC business, the difference between a slow winter and a steady year is often the size of your maintenance plan book. Service agreements turn one-off repair customers into recurring revenue: scheduled spring AC and fall furnace tune-ups, priority service, and members who call you first instead of shopping around. The right software lets you auto-bill those memberships month after month, surface which agreements are due for renewal, and stop tune-ups from slipping through the cracks, all of which protects retention and keeps your techs busy in the shoulder seasons.
We compared five platforms HVAC contractors actually use to run agreements and memberships: ServiceTitan, FieldEdge, Workiz, Jobber, and Housecall Pro. Tools are ranked by HVAC fit first, then by starting price (with custom-quote products listed last where price isn't public). The table below breaks down service agreements, invoicing, customer SMS, and the integrations that matter for auto-billing, native QuickBooks and Stripe, so you can see how each tool handles recurring memberships at a glance. Pricing and feature data come from our database.
Quick answer
For HVAC maintenance plans and memberships, lean toward the three tools with full service-agreement support: Housecall Pro — our highest-rated pick (4.4/5), with native Stripe for auto-billing recurring memberships, from $59/mo on annual billing — plus ServiceTitan and FieldEdge, the custom-quoted platforms built for established shops (QuickBooks, but no Stripe). Jobber (from $29/mo annual) and Workiz (free Lite plan) are limited on service agreements, so they fit better when recurring tune-up plans aren't the core of the business.
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 | Service agreements / memberships | Invoicing & payments | Customer SMS / comms | 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 | Limited | Yes | Yes | Yes | Yes | 4.0 | Visit |
| #4JobberJobber | 4/5 | From $29 | Yes | Limited | Yes | Yes | 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 service agreement capabilities
- Service agreements / membershipsYes
- Invoicing & paymentsYes
- Customer SMS / commsYes
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 service agreement capabilities
- Service agreements / membershipsYes
- Invoicing & paymentsYes
- Customer SMS / commsYes
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 service agreement capabilities
- Service agreements / membershipsLimited
- Invoicing & paymentsYes
- Customer SMS / commsYes
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 service agreement capabilities
- Service agreements / membershipsLimited
- Invoicing & paymentsYes
- Customer SMS / commsYes
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 service agreement capabilities
- Service agreements / membershipsYes
- Invoicing & paymentsYes
- Customer SMS / commsYes
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 service agreement software — questions
Which of these tools fully support HVAC maintenance plans and memberships?
In our service agreements column, ServiceTitan, FieldEdge, and Housecall Pro are marked as full support for maintenance plans and memberships, while Jobber and Workiz are listed as limited. If recurring tune-up agreements and auto-billed memberships are the core of your business, lean toward the tools with full support. Check the service agreements column in the table to compare each one directly.
Can I auto-bill recurring HVAC memberships through these platforms?
Auto-billing memberships usually depends on a connected payment processor, so check the Stripe column. Stripe is available on Workiz, Jobber, and Housecall Pro, but not on ServiceTitan or FieldEdge in our data. All five offer native QuickBooks and built-in invoicing, so your agreement billing can still flow into your books regardless of which tool you pick.
Will these tools send tune-up reminders to my HVAC customers?
Yes. All five tools, ServiceTitan, FieldEdge, Workiz, Jobber, and Housecall Pro, include customer SMS, which you can use to remind members about upcoming seasonal tune-ups, confirm appointments, and reduce no-shows. Combined with service agreement tracking, this helps you keep recurring visits on the calendar and protect renewals.
How much does HVAC service agreement software cost?
It varies widely, so check each tool's pricing in the table below. Workiz offers a free Lite plan ($0 for 2 users with a 20-job cap) plus paid tiers, Jobber starts at $29/month, and Housecall Pro starts at $59/month, both on annual billing. ServiceTitan and FieldEdge are custom-quote only with no public price, so you'll need to request a quote from those vendors.
Do all of these integrate with QuickBooks for my agreement billing?
Yes, all five tools offer native QuickBooks integration, as shown in the QuickBooks column, so your membership and service agreement invoicing can sync to your accounting without manual re-entry. Workiz, Jobber, and Housecall Pro additionally support Stripe for card-based recurring billing (other integrations like Zapier are listed in the tool's integrations below), while ServiceTitan and FieldEdge integrate with QuickBooks only in our data.