HVAC marketing software: 8 platforms compared on price, marketing depth, and CRM
Field-service platforms that carry lead source through to revenue, plus the marketing tools each one does and does not include
Owners of independent local service businesses in the United States
HVAC marketing software: 8 platforms compared on price, marketing depth, and CRM
Vendors compared
8
Published entry prices
$49–$245
Avg rating, 7 rated
4.4 ★
Criteria checked
7
Owners of independent HVAC shops in the United States usually evaluate this category on four things: whether the platform captures leads from every channel with the source tagged automatically, whether marketing basics like two-way SMS, review requests and online booking are included or sold as add-ons, what the software actually costs once setup and usage fees are counted, and how well it syncs to QuickBooks. This page compares eight platforms on published price, plan structure, trial availability, marketing depth and independent ratings, all as captured on 2026-09-24.
Shortlist
8 options, ranked
01
ServiceTitan
Best for residential service companies doing $2M+ with 10+ technicians
4.3 ★ · 341
PricingNot disclosed. ServiceTitan's pricing page names three plans — Starter, Essentials and The Works — and lists features for each, but publishes no dollar figures for any of them. Every plan tile ends in "Request Pricing". No free tier is published and no free trial is offered. Third-party buyer guides estimate roughly $245–$500 per technician per month plus $5,000–$50,000+ in one-time implementation fees, with a typical 12-month minimum; those figures are estimates and sources differ on the exact range and on onboarding length.
Strengths
+Marketing automation depth: grouped with Housecall Pro as one of the few platforms in this set that includes real marketing automation rather than only the basics
+Pricebook and sales tools are named as a standout feature in buyer guides
+Dispatch board shows caller identity and ad source, and invoicing tags jobs with lead source so ROI reporting writes itself
+QuickBooks Online and Desktop integration syncs invoices, payments, purchase orders and customer records
+Marketplace of integrations across accounting, marketing, leads, payments and financing, payroll, fleet/GPS, inventory and dispatch
Watch for
–Quote-only pricing: no plan prices, per-user rates, add-on fee schedule or limits published
–Steep learning curve, with implementation cited at 90+ days in one guide and 6–12 months of onboarding in another
–Described as cost-prohibitive for companies under $1M revenue or fewer than 5 techs; smallest shops may pay $1,000+/month before add-ons
–Requires a dedicated admin according to one comparison guide
Best for 1–7 truck operations that want booking, review requests and payments in one place
4.7 ★ · 2,742
Pricing$59/mo billed annually or $79/mo billed monthly on Basic with 1 user; Essentials $149/mo annual or $189/mo monthly with 5 users; Max $299/mo annual or $329/mo monthly with 8 users and $35/mo per additional user. A fourth custom tier for franchises and multi-location businesses is quote-only. The Sales Proposal Tool is listed at a "$40/mo value" when bundled into Max; other add-ons (CSR AI, Pipeline, Payroll, Voice, Campaigns, Websites) carry no published price. Card processing is listed as low as 2.59% and bank/ACH payments carry a 1% fee. No long-term contract is required. From 59/mo billed annually (Basic).
Strengths
+14-day free trial with no credit card required, giving full Max-plan access; data is retained if the trial lapses
+Review management, online booking, scheduling and dispatch, estimates and invoicing, price book, job costing and consumer financing are included in Basic
+Named integrations cover lead channels directly: Google Local Services, Angi, Thumbtack and Yelp, plus Mailchimp, CallRail, Podium and CallRail-style call attribution
+Capterra rating of 4.7/5 is the highest in this comparison, and the vendor's own footer states 4.7 from 2,700+ reviews on Capterra
03
Jobber
Best for solo operators up to about 5 trucks that want published pricing and a short trial
4.6 ★ · 1,486
Pricing$49/mo month-to-month list price for Core with 1 user; $39/mo with a 1-year commitment billed monthly; $29/mo billed annually. Additional users are $29/mo on every plan. Connect starts at $139/mo month-to-month list for 1 user and steps up by user count; Grow starts at $199/mo; Plus starts at $499/mo with a 5-user minimum. 16+ users and franchise or multi-location accounts are quote-only. Add-ons: Marketing Suite $99/mo, AI Receptionist $29/mo, Sales Pipeline $49/mo — all included on Plus. Card processing 2.9% + $0.30 per transaction, Tap to Pay 2.7% + $0.30, bank payments 1%. A time-limited promotion was live at capture; the figures above are list prices. From 49/mo month-to-month (Core).
Strengths
+14-day free trial with full Grow-plan access and no credit card required
+Core includes online booking, scheduling, quotes, invoicing, online payments, a professional website, reporting and access to 100+ marketplace tools
+Grow adds two-way SMS, job costing and profitability, and a custom workflow automation builder
+Plus bundles Marketing Suite, AI Receptionist and Sales Pipeline, plus unlimited white-glove onboarding and API access
+QuickBooks Online sync on Connect and above, native Xero and Gusto sync, and Home Depot live pricing embedded in quoting
Watch for
04
FieldEdge
Best for quickBooks-heavy shops running 5–15 trucks that need service agreements
4.1 ★ · 313
PricingNot disclosed. All three plans — Select, Premier, Elite — are marked "Request Pricing", and the vendor states plainly that pricing can vary and directs prospects to book a demo. No monthly or annual figures, no add-on prices and no contract length are published. Third-party figures conflict: one guide's table says $100 per user per month while the same guide's body says $100 per office user plus $125 per tech with $500–$2,000 setup; another guide reports quote-based pricing in the $500–$1,500 per month range. Sources differ; treat all figures as estimates.
Strengths
+Described as the cleanest QuickBooks integration in the market, with both QuickBooks Online and Desktop and a real-time integration partner designation
+Basic Service Agreements on Select and Advanced Service Agreements on Premier
+Integrated SMS texting, lead tracking, automated alerts and reminders on the entry plan
+Elite bundles MarketingEdge with 2-way texting, Proposal Pro, outbound call recording and a consumer management portal
+All plans include an onboarding specialist and access to the Field Services Academy
Watch for
–
05
Workiz
Best for dispatch-led shops that want AI call handling and don't need a full operations platform
4.4 ★ · 218
PricingNot disclosed. The vendor lists three tiers — Standard, Pro and Ultimate — with no dollar prices, no per-user rates and no published add-on fees for Genius Phone, Genius Answering or Genius Marketing; every plan card routes to "Request pricing" or "Book a demo". Third-party figures conflict and use older plan names: one set of aggregators lists $225–$325/mo for up to 5 users with additional users at $55–$65/mo, while category guides cite roughly $65–$105 per user per month. Sources differ; use the vendor's quote as the reference.
Strengths
+7-day free trial, no credit card required
+Unlimited jobs, invoices, estimates and clients at every tier
+Pro adds Genius leads and Genius scheduling, custom reports and performance pay; Ultimate adds service plans, inventory, flat-rate pricing, checklists, franchise management and API access
+Named integrations cover Google Reserve, Yelp, Thumbtack, Angi Leads, Google Calendar, QuickBooks Online, CompanyCam, Sunbit and Wisetack financing
+A +20% ticket lift is attributed to Good-Better-Best proposals in one comparison guide
Watch for
–
06
GoHighLevel
Best for owners who want a marketing and lead-nurture engine paired with a separate field tool
Pricing$97/mo (Starter, 3 sub-accounts), $297/mo (Unlimited, unlimited sub-accounts), $497/mo (Agency Pro); Enterprise is quote-only. Annual billing is the price of 10 months. Unlimited contacts and users on all plans. Usage charges for SMS, email, inbound and outbound calling and AI features are billed on top and their per-unit rates are not published on the pricing page. Published add-ons include AI Employee at $50/mo or $97/mo per sub-account, online listings management $30/mo per sub-account, SEO $79/mo per sub-account, white label mobile app $497/mo and premium support $500/mo. From 97/mo (Starter).
Strengths
+14-day free trial on any plan with full access to that tier's features; month-to-month with no long-term contract
+Deepest marketing toolkit in this comparison: website and funnel builder, CRM and pipelines, email and SMS marketing, workflow automation, booking calendars, Ad Manager, online reputation management and prospecting
+Marketing pages add phone connect, voicemail drops, SMS/MMS, Facebook Messenger two-way messaging, lead scoring, estimates and proposals
+Payment providers include Stripe, PayPal, Square, NMI, Authorize.net and others
Watch for
–No dispatch, pricebook, technician tracking or HVAC field-service features; most owners need an agency to configure it
07
BuildOps
Best for commercial mechanical contractors with roughly 10–200 technicians
4.4 ★ · 177
PricingNot disclosed. The pricing page is a custom-quote page with no plan names, prices or user limits published. Third-party estimates conflict badly: one reviewer estimate is roughly $150–$300 per user per month, another cites tiered rates of $50, $45 and $40 per user per month by volume. Sources differ by a factor of three to six and none of the figures appear on the vendor site. No free trial and no free version.
Strengths
+Bidirectional sync with QuickBooks Online and Desktop, Sage Intacct, Vista, Spectrum and NetSuite, so field data flows to the back office without re-entry
+The project module is real rather than bolted on, which suits commercial project work
+Named field-intelligence integrations: Bluon, Inspect Point and ServiceChannel; expense and tax sync with Coast, Miter and Avalara; procurement with Kojo
+Capterra 4.4/5 from 177 verified reviews, with Customer Service at 4.5
Watch for
–Overkill for residential-only companies and a poor fit if the work is mostly demand service calls
–No pricing, plans or limits published; custom quote required and no free trial
08
Service Fusion
Best for shops that want unlimited users at a flat monthly price
4.3 ★ · 308
Pricing$245/mo month-to-month or $208/mo billed annually for Starter; $382/$325 for Plus; $627/$533 for Pro — all with unlimited users, personalized onboarding and unlimited email, phone and live-chat support. Annual billing saves 15% and is charged as one payment at sign-up. ServiceCall.ai and GPS Fleet Tracking are add-ons on every plan at fees that are not published. One older guide lists $192/mo flat; the vendor's own page shows $245/mo month to month, so the vendor figure is used here. From 245/mo month-to-month (Starter).
Strengths
+Unlimited users at a fixed price, with no published customer or contact cap
+Starter includes customer management, estimates and jobs, scheduling and dispatch, payments, QuickBooks integration, invoicing, project management, reporting and text alerts
+Pro adds an open API, custom and eSign documents, a customer portal and progress billing and recurring invoicing
+Partner stack covers flat-rate pricing (Profit Rhino), HVAC manufacturer leads (Dispatch), LSA lead entry and replies (LSArespond), reviews (pulseM) and remote video quoting (LiveSwitch)
+Technician apps for iOS and Android with offline work and sync on reconnection
Service-agreement and preventive-maintenance depth, including member renewal tracking
06
Pricebook and flat-rate selling at the point of sale
07
QuickBooks integration quality and what actually syncs
08
Local SEO and website capability
09
Implementation time, training burden and setup fees
Verdict
For most independent HVAC shops the decision is less about finding the biggest platform and more about buying the marketing depth you will actually use without paying for an operations suite you will not. Compare the three picks below on how they handle lead-source tagging and review automation first; price second.
Best fit for 1–7 trucks
Housecall Pro
Published pricing from $59/mo billed annually, a 14-day trial with full Max access and no credit card, review management and online booking in the entry plan, and named lead integrations for Google Local Services, Angi, Thumbtack and Yelp. The limits to accept in exchange are capped reporting depth, service agreements on higher tiers and Zapier or API access gated to Max.
Best entry price with room to grow
Jobber
The lowest published list price in this comparison at $49/mo month to month, dropping to $29/mo billed annually, with two-way SMS and job costing arriving on Grow. Marketing automation is a $99/mo add-on outside Plus, and service-agreement tooling is lighter than purpose-built HVAC platforms.
Best for $2M+ residential service operators
ServiceTitan
The only platform besides Housecall Pro credited with real marketing automation, plus the strongest pricebook and sales tooling and lead source carried through dispatch and invoicing to revenue. Pricing is not disclosed, third-party estimates run $245–$500 per technician per month plus $5,000–$50,000 in setup, and implementation runs from 90 days to 6–12 months depending on the source.
Best if marketing is the whole job
GoHighLevel
At $97/mo it is the cheapest way to get a funnel builder, CRM pipelines, email and SMS campaigns and reputation management, but it has no dispatch, pricebook or technician tracking and no published QuickBooks integration. Pair it with a field tool rather than replacing one.
–Marketing automation is an add-on rather than part of base plans
–Service agreement and recurring maintenance features are lighter than purpose-built HVAC tools, and the pricebook is lighter than Housecall Pro or ServiceTitan
–No built-in local SEO tools noted by comparison guides
–Rapid price escalation by user count: the same Connect feature set ranges from $139/mo for 1 user to $399/mo for 15 users at list
No free trial: the vendor states it prefers guided onboarding instead
–Marketing and local SEO have no presence on their own; MarketingEdge is Elite-only or a paid add-on on Select and Premier
–The mobile app is functional but less polished than ServiceTitan or Housecall Pro, and the UI is described as less modern than Jobber or Housecall Pro
–Only mobile-app licenses are limited by tier (2 on Select, 4 on Premier, 6 on Elite); customer, job and office-user caps are not published
–Trustpilot shows 1.4/5 from 46 reviews, the lowest score in this comparison