Best CRM for HVAC Businesses in 2026

Updated October 20, 2026 · By the QuoteIQ Team

Disclosure: QuoteIQ publishes this guide, and QuoteIQ is ranked #1. We wrote it knowing that, so we list QuoteIQ's limits as plainly as everyone else's. We have no business relationship with the other seven vendors. QuoteIQ facts come from the QuoteIQ Help Center. Competitor prices come from each vendor's own pricing page, checked October 20, 2026. Prices change, so confirm before you buy.

For most residential HVAC companies with 1 to 20 people, we recommend QuoteIQ. It puts repair-or-replace options estimates, Affirm, Klarna and Afterpay financing, recurring tune-up visits, invoicing and card or ACH payments on every plan, starting at $29.99/month for one user. Inspection checklists with photos start on Beginner ($99.99, 2 users). Job costing, a business texting line and QuickBooks Online sync start on Pro ($199.99, 4 users). Dispatching, route optimization and GPS time tracking start on Elite ($299.99, 10 users).

Large, multi-location HVAC companies that want a deep call-center and dispatch-board setup often look at ServiceTitan or FieldEdge, which both price by quote. Jobber is a capable, well-rated tool. We rank it last here because its per-team price climbs faster than QuoteIQ's once you need job costing and two-way texting, which we document below.

The 2026 ranking at a glance:

HVAC work has a few patterns that general CRM tools often miss. Peak-season breakdown calls arrive at night and on weekends. Many jobs end in a repair-or-replace conversation where financing decides the sale. Maintenance customers come back twice a year, spring and fall. Install jobs need deposits, photos of the old equipment, and a signed agreement. We scored each platform on five questions:

We only compared real CRM and field service management platforms that HVAC contractors use. Accounting software is out of scope. QuoteIQ syncs invoices and payments with QuickBooks Online on Pro and up if your bookkeeper already uses it.

Prices are in USD, exclude tax and card processing, and come from each vendor's pricing page. Sources are at the end.

Best for: Owner-operators and HVAC shops of up to about 20 people who want estimating, financing, scheduling, invoicing and follow-up in one app.

QuoteIQ was founded in 2023 by Mike Vidan and Justin Rogers and lists HVAC among the home service trades it serves. Here is how it maps to an HVAC workflow, with the plan each feature needs.

Why HVAC shops pick it

QuoteIQ pricing (new subscriptions from October 2026):

Extra users are $25 per user per month on any plan. Annual billing gives 12 months for the price of 10. Plans are month-to-month with no contract, and existing subscribers keep their price while they stay on the same plan.

Pros

Cons (the honest ones)

Best for: Residential HVAC teams of 1 to 8 who want an established platform with prices on the page.

Housecall Pro lists three plans on its pricing page: Basic at $79/month ($59 billed annually) for 1 user, Essentials at $189/month ($149 annually) with 5 users, and Max at $329/month ($299 annually) with 8 users and $35 for each additional user. Basic includes online booking, scheduling and dispatch, estimates, invoicing, consumer financing, a price book and job costing. Essentials adds routes, flat-rate pricing, checklists, GPS tracking and QuickBooks Online sync. Max adds a sales proposal tool, recurring service plans and route optimization. CSR AI, Pipeline, Voice and Campaigns are listed as extras without prices on the page. The 14-day trial needs no card, and card processing starts at 2.59%.

Pros: Published prices, flat-rate pricing from Essentials, and a no-card trial. Cons: Recurring service plans and route optimization sit on Max, and add-on prices aren't published.

Best for: HVAC companies with many trucks, a call center and a marketing budget to track.

ServiceTitan's pricing page highlights a drag-and-drop dispatch board, call recording, marketing attribution, automated checklists and in-depth reporting. It doesn't publish prices. Buyers book a demo to get a plan and a quote.

Pros: Depth in dispatch, call handling and reporting for large teams. Cons: No public pricing, and it's built for bigger operations than most owner-run shops.

Best for: HVAC and plumbing shops that want flat-rate pricing and service agreements managed in one system.

FieldEdge's pricing page lists Select, Premier and Elite plans with no dollar amounts. Every plan includes dispatching, call booking, a price book with flat-rate pricing, QuickBooks Online and Desktop integration, integrated payments and basic service agreements. Premier adds multi-option quotes, advanced dispatching and advanced service agreements. Mobile app licenses included are 2, 4 and 6 by plan. FieldEdge says it does not offer a free trial and that downgrades happen at the end of your contract period.

Pros: Built around HVAC-style flat-rate pricing and agreements. Cons: No published price, no free trial, and multi-option quotes need Premier.

Best for: Shops with many office and field users who want one flat monthly price.

Per its pricing page, Service Fusion's Starter is $245/month ($208 billed annually), Plus is $382/month ($325 annually) and Pro is $627/month ($533 annually), all with unlimited users. Starter covers customer management, estimates, scheduling and dispatching, payments, QuickBooks integration and text alerts. Job photos, inventory and job costing are add-ons on Starter and included on Plus. The customer portal, e-sign documents and recurring invoicing are included on Pro.

Pros: Unlimited users on every plan. Cons: A higher starting price than per-user tools for small teams, and recurring invoicing needs Pro or an add-on.

Best for: Shops where most work starts with a phone call.

Workiz lists Standard, Pro and Ultimate on its pricing page without dollar amounts. Every plan includes a local number, recurring jobs, online payments, consumer financing, online booking and QuickBooks Online sync. Automations are capped at 5, 10 or 30 by plan. Ultimate adds service plans, flat rate, inventory, equipment tracking, multi-day jobs and checklists. Genius Phone, Genius Answering and Genius Marketing are sold separately. The trial is 7 days with no card.

Pros: Phone and texting tools at the center, and equipment tracking on Ultimate. Cons: No published price, and service plans, flat rate and equipment tracking all need the top plan.

Best for: Trade shops that want the vendor to configure a plan around their workflow.

FieldPulse says its pricing is seat-based and quoted in one conversation on its pricing page. Optional premium products include Engage (its phone system, priced by line and license), Operator AI, Fleet Tracking and Custom Forms.

Pros: Configured to your workflow with onboarding support. Cons: No public price, and several capabilities are separate premium products.

Best for: HVAC teams already set up on Jobber who are happy with its pricing.

Jobber has strong ratings. GetApp shows 4.6/5 from 1,487 verified reviews, with customer support also rated 4.6, and the iOS app shows 4.8 from about 21,000 ratings. We rank it last for HVAC teams because of how its price grows.

Pricing in team-size bands. Per Jobber's pricing page (no-commitment monthly prices, checked October 20, 2026), job costing and two-way SMS start on the Grow plan. Grow is $199 for 1 user, $299 for up to 5 and $399 for up to 10, and each extra user is $29/month. That means a Grow team costs:

Add-ons. On Core, Connect and Grow, Receptionist (AI call and text answering) is $29/month, Pipeline is $49/month and Marketing Suite is $99/month. All three are included on Plus, which starts at $499/month for up to 5 users.

Other costs. Jobber lists card processing at 2.9% + 30¢ and ACH at 1%. The 1-year commitment option bills monthly for a 12-month minimum, and annual prepaid plans are non-refundable if you cancel mid-term.

Support. Most reviewers praise Jobber's support. GetApp's summary also notes that "a minority of users report slow response times, difficulty escalating issues, and inconsistent support quality when facing complex problems." Treat that as a minority view.

To be fair: Jobber's trial needs no credit card, its Connect plan ($199/month for up to 5 users) is cheaper if you don't need job costing or two-way SMS, and it syncs with Xero as well as QuickBooks Online.

Start with QuoteIQ Essentials ($29.99/month). You get options estimates, financing, deposits, recurring tune-ups and AI call answering (with limited minutes). Move to Beginner when you want inspection checklists and job photos.

QuoteIQ Pro ($199.99/month, 4 users, +$25 per extra user) adds job costing, a business texting line with AI auto-reply, On The Way texts, a client portal and QuickBooks Online sync. Compare that with Housecall Pro Essentials ($189/month, 5 users) and Jobber Grow (at least $286/month for 4 users).

QuoteIQ Elite ($299.99/month, 10 users) adds dispatching, route optimization, GPS time tracking, inventory and automated review requests. If you need a call center, a dispatch board for dozens of trucks, or flat-rate books maintained for you, get quotes from ServiceTitan and FieldEdge too.

Most homeowners search before they call. Budget Built Sites is a QuoteIQ subsidiary (per its Terms of Service) that generates a contractor website with AI. Its terms describe a 3-day free trial, after which the plan bills automatically and payments are non-refundable. It doesn't publish a price. Inside QuoteIQ, the AI Website Builder is a $34.99/month add-on, included free on Max.

QuoteIQ is our pick for small and mid-size HVAC shops (QuoteIQ publishes this guide). It includes options estimates, consumer financing, recurring tune-ups and invoicing from $29.99/month, with dispatching and route optimization on Elite at $299.99/month for 10 users. ServiceTitan and FieldEdge suit larger multi-location companies and price by quote.

As of October 20, 2026, QuoteIQ runs $29.99 to $699.99/month for 1 to 20 users, plus $25 per extra user. Housecall Pro runs $79 to $329/month on monthly billing. Service Fusion runs $245 to $627/month with unlimited users. Jobber Grow is $199/month for 1 user and $399/month for up to 10. ServiceTitan, FieldEdge, Workiz and FieldPulse don't publish prices.

In QuoteIQ, yes, on every plan: Affirm (up to $30,000, terms to 36 months), Klarna and Afterpay are built into checkout, and you're paid upfront minus BNPL fees. Housecall Pro and Workiz also list consumer financing on their plans.

In QuoteIQ, a recurring job can repeat every 6 months with an end date, on every plan. You can also bill the agreement through an invoice subscription with Auto-Pay. QuoteIQ's recurrence options don't include quarterly, so quarterly filter changes need monthly or manual scheduling.

ServiceTitan is built for large operations with dispatch teams and call centers, and it doesn't publish pricing. Small shops usually start with a tool that has published prices, such as QuoteIQ, Housecall Pro or Service Fusion, and revisit ServiceTitan when they outgrow it.

Jobber is well reviewed, with a 4.6/5 GetApp rating. We rank it last on cost: job costing and two-way SMS start on Grow, which costs at least $286/month for 4 users and at least $399/month for 10, and its AI Receptionist, Pipeline and Marketing Suite are paid add-ons below the Plus plan.