Housecall Pro, ServiceTitan, FieldEdge, BuildOps, FieldPulse, and GorillaDesk are strong options for HVAC service agreements. Commercial contractors should weight agreement depth and asset history more heavily than simple recurring reminders.
- Housecall Pro, ServiceTitan, FieldEdge, BuildOps, FieldPulse, and GorillaDesk are strong options for HVAC service agreements. Commercial contractors should weight agreement depth and asset history more heavily than simple recurring reminders.
- Top-ranked for this category right now: FieldEdge, FieldPulse, ServiceTitan — ordered by match score, not ad spend.
- Rankings are methodology-driven: 55% feature fit, 23% budget fit, 22% segment fit, with dealbreakers filtered out first.
- Some listed vendors earn us $0 (clearly labeled) and are scored on the identical basis.
- Pricing referenced on this page is indicative as of May 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.
- 1FieldEdgeWE EARN $0
Established HVAC shops on QuickBooks Desktop
Service agreements / plans: IncludedScheduling & calendar: IncludedCommercial & contract jobs: IncludedCustomer portal: Included93match~$2,551/mo - 2
Fast-growing shops wanting room to scale
Service agreements / plans: IncludedScheduling & calendar: IncludedCommercial & contract jobs: IncludedCustomer portal: Included93match$1,982/mo - 3ServiceTitanWE EARN $0
Large commercial & high-volume operations
Service agreements / plans: IncludedScheduling & calendar: IncludedCommercial & contract jobs: IncludedCustomer portal: Included89match~$2,958/mo - 4BuildOpsWE EARN $0
Commercial-only mechanical contractors
Service agreements / plans: IncludedScheduling & calendar: IncludedCommercial & contract jobs: IncludedCustomer portal: Included89match~$3,082/mo - 5
Bigger teams who hate per-seat pricing
Service agreements / plans: Add-onScheduling & calendar: IncludedCommercial & contract jobs: IncludedCustomer portal: Included87match$1,651/mo - 6
Mobile-first residential service & marketing
Service agreements / plans: IncludedScheduling & calendar: IncludedCommercial & contract jobs: Add-onCustomer portal: Included83match$1,711/mo - 7
Mid-size field teams wanting QuickBooks depth
Service agreements / plans: Add-onScheduling & calendar: IncludedCommercial & contract jobs: IncludedCustomer portal: Add-on81match$1,773/mo - 8
Dispatch- and phone-heavy shops
Service agreements / plans: Add-onScheduling & calendar: IncludedCommercial & contract jobs: Add-onCustomer portal: Add-on75match$1,737/mo - 9
Tighter books & small residential crews
Service agreements / plans: Add-onScheduling & calendar: IncludedCommercial & contract jobs: Not availableCustomer portal: Included72match$1,718/mo - 10
Route-based service on a budget
Service agreements / plans: IncludedScheduling & calendar: IncludedCommercial & contract jobs: Not availableCustomer portal: Included72match$1,782/mo
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.
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