How does the HVAC software matcher work?

Answer a few questions about your team size, residential vs commercial mix, must-have features, and budget. The matcher applies your dealbreakers as hard filters, then scores every platform with a weighted rubric (55% feature fit, 23% budget fit, 22% segment fit) and ranks the best matches with plain-English reasoning.

Is the matcher free and unbiased?

Yes. It is free, requires no login, and scores vendors we earn no commission from identically to ones we do. Your inputs stay in your browser unless you choose to save your results.

How long does it take?

About 90 seconds — four short steps.

Home / Shop Matcher

Which software fits your shop?

Answer a few questions about your team and your dealbreakers. We score all 12 platforms against your requirements — and show exactly how we got there. No login. Runs in your browser.

Step 1 of 4 · your team

How big is your crew?

Field technicians

Everyone who needs a seat in the field app. Drives your per-seat cost.

8 technicians

Roughly what do you run through cards each month?

Several platforms take a cut of card payments — it's often the biggest hidden cost.

$42k card volume / mo

Step 2 of 4 · your work

What kind of work do you mostly do?

Job mix

This shifts which platforms are even built for you.

Mostly residential

Mostly commercial

A mix of both

Your field crew runs on…

A real dealbreaker — one popular platform is iPhone-only.

Doesn't matter

We need Android

iPhone only

Step 3 of 4 · what matters

What do you actually need it to do?

Tap everything that matters. We weight your picks — the more you choose, the sharper the match.

Scheduling & calendar

Dispatch board

Tech mobile app

Invoicing & estimates

Built-in card payments

QuickBooks sync

Service agreements / plans

Commercial & contract jobs

Inventory tracking

Reporting & dashboards

Marketing automation

Customer portal

GPS fleet tracking

Step 4 of 4 · dealbreakers & budget

Anything that's non-negotiable?

Hard requirements

A platform that misses one of these gets ruled out entirely— and we'll tell you why.

⛔QuickBooks sync

⛔Built-in card payments

⛔Commercial & contract jobs

⛔Service agreements / plans

⛔Inventory tracking

⛔GPS fleet tracking

Budget per technician / month

Optional. Leave at max if budget isn't the deciding factor.

$150 per tech / mo

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Frequently asked questions

How does the HVAC software matcher work?: Answer a few questions about your team size, residential vs commercial mix, must-have features, and budget. The matcher applies your dealbreakers as hard filters, then scores every platform with a weighted rubric (55% feature fit, 23% budget fit, 22% segment fit) and ranks the best matches with plain-English reasoning.
Is the matcher free and unbiased?: Yes. It is free, requires no login, and scores vendors we earn no commission from identically to ones we do. Your inputs stay in your browser unless you choose to save your results.
How long does it take?: About 90 seconds — four short steps.