- FieldEdge — Established HVAC shops on QuickBooks Desktop. Quote only.
- FieldPulse — Growing mixed-trade shops that want commercial and inventory coverage. Quote only.
- BuildOps — Commercial-only mechanical contractors. Quote only.
- ServiceTitan — Large commercial & high-volume operations. Pricing not publicly listed.
- ServiceTrade — Commercial HVAC, mechanical, and fire-life-safety service. Quote only.
- Service Fusion — Bigger teams who hate per-seat pricing. Quote only.
- RazorSync — Mid-size field teams that need QuickBooks integration. software only; card fees not published; priced July 2026.
- Workiz — Dispatch- and phone-heavy shops. Quote only.
- Housecall Pro — Mobile-first residential service & marketing. $1,898/mo all-in.
- Scored on a published rubric — 55% feature fit, 23% budget fit, 22% segment fit, dealbreakers filtered first. Vendors we earn $0 from are labeled and scored identically. Pricing is indicative as of October 2026 and excludes one-time onboarding.
Top picks for best hvac service agreement software
Scored against this page's intent using feature fit, budget fit, segment fit, and hard filters. Affiliate status does not change rank.
- 1
Established HVAC shops on QuickBooks Desktop
Usability: not yet tested
Service agreements / plans: IncludedScheduling & calendar: IncludedCommercial & contract jobs: IncludedCustomer portal: Included93matchQuote onlyWe earn $0 from this vendor.
- 2
Growing mixed-trade shops that want commercial and inventory coverage
Usability: not yet tested
Service agreements / plans: IncludedScheduling & calendar: IncludedCommercial & contract jobs: IncludedCustomer portal: Included93matchQuote onlyWe may earn a commission if you sign up through our link.
- 3
Commercial-only mechanical contractors
Usability: not yet tested
Service agreements / plans: IncludedScheduling & calendar: IncludedCommercial & contract jobs: IncludedCustomer portal: Included89matchQuote onlyWe earn $0 from this vendor.
- 4
Large commercial & high-volume operations
Usability: not yet tested
Service agreements / plans: The Works-onlyScheduling & calendar: IncludedCommercial & contract jobs: IncludedCustomer portal: Included89matchPricing not publicly listedWe may earn a commission if you sign up through our link.
- 5
Commercial HVAC, mechanical, and fire-life-safety service
Usability: not yet tested
Service agreements / plans: IncludedScheduling & calendar: IncludedCommercial & contract jobs: IncludedCustomer portal: Included89matchQuote onlyWe earn $0 from this vendor.
- 6
Bigger teams who hate per-seat pricing
Usability: not yet tested
Service agreements / plans: Add-onScheduling & calendar: IncludedCommercial & contract jobs: IncludedCustomer portal: Included87matchQuote onlyWe may earn a commission if you sign up through our link.
- 7
Mid-size field teams that need QuickBooks integration
Usability: not yet tested
Service agreements / plans: Add-onScheduling & calendar: IncludedCommercial & contract jobs: IncludedCustomer portal: Add-on81matchsoftware only; card fees not published; priced July 2026We earn $0 from this vendor.
- 8
Dispatch- and phone-heavy shops
Usability: not yet tested
Service agreements / plans: Ultimate-onlyScheduling & calendar: IncludedCommercial & contract jobs: not listedCustomer portal: not listed71matchQuote onlyWe may earn a commission if you sign up through our link.
- 9
Mobile-first residential service & marketing
Usability: not yet tested
Service agreements / plans: MAX-onlyScheduling & calendar: IncludedCommercial & contract jobs: not listedCustomer portal: not listed67match$1,898/moWe may earn a commission if you sign up through our link.
What matters for this search
- Residential memberships need reminders, renewals, customer communication, and simple recurring billing workflows.
- Commercial agreements need asset history, contract details, visit obligations, and reporting.
- Agreement workflows should connect to dispatch rather than live in a separate spreadsheet.
Maintenance plans are an operations workflow
A service agreement is not just a recurring invoice. The software should help sell the plan, schedule promised visits, track covered equipment, renew the agreement, and show whether the plan is profitable.
Residential memberships vs commercial agreements
Residential membership workflows usually emphasize customer reminders and recurring revenue. Commercial agreements put more pressure on assets, visit scope, technician assignment, purchase orders, and profitability reporting.
How we tested
- This page is based on published pricing and documentation. We have not done hands-on testing of any HVAC software listed here.
- The list is ranked by match score, scored for 10 technicians and $52,000 a month in card payments: 55% feature fit, 23% budget fit and 22% segment fit. Feature fit uses what each vendor's pricing page and documentation list as included or as an add-on. Commission isn't part of the score: FieldEdge, BuildOps and ServiceTrade earn us nothing and are scored the same way. Platforms with the same score are listed alphabetically. How we rank
- This page doesn't set a budget, so budget fit is the same for every platform and doesn't change the order.
- Quote-only vendors are labeled and shown without a dollar figure. Software-only vendors are labeled "software only; card fees not published" and are never shown as the cheapest option. Each vendor's pricing date is listed under "Pricing checked."
- No product trial, demo, or in-app screenshots. We make no claims about ease of use, mobile UX, support, or implementation. Usability isn't scored.
Pricing page captures
Pricing checked
- FieldEdge: Quote only, checked on October 5, 2026. Source — Quote-only — FieldEdge publishes no list prices (Request Pricing on Select/Premier/Elite).
- FieldPulse: Quote only, checked on October 5, 2026. Source — Quote-only — FieldPulse no longer publishes list prices. Prior public figures are not a current quote.
- BuildOps: Quote only, checked on October 5, 2026. Source — Quote-only — BuildOps publishes no list prices. Pricing is delivered after a demo.
- ServiceTitan: Pricing not publicly listed, checked on October 5, 2026. Source — Pricing not publicly listed. Request Pricing on Starter, Essentials, and The Works.
- ServiceTrade: Quote only, checked on October 5, 2026. Source — Quote-only — ServiceTrade publishes Select / Premium / Enterprise suites priced mainly by technician count (office users free). No list prices.
- Service Fusion: Quote only, checked on October 5, 2026. Source — Get Demo and Pricing; no prices shown
- RazorSync: published list prices, checked on July 2026 (not re-checked). Source — Per-additional-user rate is not published. Not re-checked on 2026-10-05.
- Workiz: Quote only, checked on October 5, 2026. Source — Quote-only — Workiz shows Request pricing on Standard, Pro, and Ultimate. Per-user rates are unpublished.
- Housecall Pro: published list prices, checked on October 5, 2026. Source — Additional-user price ($35/mo) is published on MAX only. Basic/Essentials extra seats are unpublished. Recurring Service Plans are MAX-only.
How these figures are calculated. Dollar amounts in this guide are modeled estimates, not vendor quotes — produced by our true-cost calculatorfor this page's scenario (10 technicians on $52,000/mo in card volume), using each vendor's publicly listed plans and standard payment-processing rates as of October 2026. Run the calculator with your own team size and card volume to reproduce them, or see our methodology and pricing & affiliate disclosure for how scoring and cost modeling work.
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