HVAC SERVICE SOFTWARE

HVAC service software streamlines operations for residential, construction, and commercial HVAC companies, improving efficiency and profitability. It connects field teams via a mobile app and office staff via a desktop platform, ensuring seamless communication, real-time job updates, and smooth collaboration.

With tools for job scheduling, dispatching, invoicing, and customer management, it keeps operations organized and ensures nothing falls through the cracks. The software also improves customer satisfaction with automated service call reminders, professional estimates, and seamless invoicing.

With HVAC management software, companies gain a 360° view of their business. From high-level revenue insights to job-level performance tracking, you can monitor service and repair operations as well as construction projects. These reports help contractors stay on top of their financial and operational health, quickly identify and solve problems, and make data-driven decisions to drive profitability and growth.

You're Outgrowing Your Systems

If your business is struggling to keep up with disconnected apps, spreadsheets, and manual processes, HVAC software provides a centralized solution. It eliminates inefficient workflows, duplicate data entry, and miscommunication between field and office staff—ensuring job details, customer information, and invoices don’t fall through the cracks. With structured processes in place, your team can work more efficiently, reducing costly mistakes and improving customer satisfaction.

You're Lacking Insight into the Financial and Operational Health of Your Business

Without real-time reporting, businesses often don’t see the impact of inefficiencies on profitability until it’s too late. HVAC software provides accurate, up-to-date financial and job performance data so you can track revenue, monitor staff productivity, and make informed decisions to maintain profitability. Clear reporting eliminates guesswork, helping you stay ahead of potential issues.

You're Looking to Scale Efficiently

Growing your business shouldn’t mean endlessly hiring more office staff to keep up. HVAC software allows even small businesses to scale field teams efficiently by automating workflows, keeping administrative overhead under control, and ensuring operations run smoothly across multiple locations or divisions. Built-in tools for marketing and sales help attract new customers and close more deals—allowing for sustainable, profitable growth.

Whether you're struggling with inefficiencies, lacking visibility, or planning for growth, HVAC software equips your business with the tools to operate more effectively and profitably.

You will not need separate HVAC sales software if you invest in a platform like ServiceTitan. Our all-in-one field service management software includes the ability to create visually engaging estimates and proposals from the field (via our mobile app) or office. Estimates and proposals are built with direct connection to your pricebook, ensuring prices are always up to date and the correct markups are applied across every job.

Our Follow-Ups feature applies automation to ensure that staff tracks and follows up on unsold estimates to close more deals. These workflows seamlessly transition into executing the work and getting paid.

• Seamless Communication: Keep your team aligned with real-time updates that sync instantly from the office to technicians’ tablets (and visa versa).

• Faster Payments: Flexible payment processing enables techs to capture check and credit card payments right from their mobile devices. Easily create and send invoices via email and enable customers to pay via a link online.

• Increased Efficiency: HVAC business software enables companies to facilitate business operations from a single platform, rather than from many disconnected tools and spreadsheets that don’t integrate with each other. This eliminates manual, duplicate data entry and the errors that come with that.

• Mobile Functionality: Our mobile app empowers techs with the tools they need to be successful in the field, including full access to customer histories, job details, estimates, forms, and more—helping them deliver better service and close more sales.

• Faster, More Profitable Estimates: Build multi-option estimates quickly and accurately, boosting conversion rates and increasing job ticket values.

• Smart Dispatching: The system automates dispatching, ensuring the right techs are assigned to the right jobs. Our drag and drop dispatch board makes it easy for office staff to make changes on the fly.

• Simplified Maintenance Agreements: Automate payments and scheduling for recurring services while giving CSRs and techs the tools to educate customers on maintenance agreement benefits.

• Enhanced Marketing & Call Management: Add-ons like Marketing Pro drive more ROI from marketing campaigns, while Phones Pro modernizes call operations with a fully integrated cloud-based phone system.

• Streamlined Project Management: Our project tracking workflows allow project managers to facilitate estimates, purchase orders, job costing, AIA-style billing, and more.

• 360 Visibility: Real-time reporting provides visibility into profitability, job performance, and financial health—eliminating the guesswork and allowing leadership to make informed decisions before issues escalate.

ServiceTitan’s award-winning mobile app, ServiceTitan Mobile 2.0, available for both Apple iOS and Android devices, rises above the rest. It’s frequently updated, giving your techs complete access to the newest features.

But even the most up-to-date app can’t help your construction, residential, or commercial HVAC business if it’s not intuitive. Mobile 2.0 is designed for easy use, even for those team members with less technology know-how. After all, HVAC software solutions need to make the technician’s job easier and faster, not harder and slower.

Built for ease and speed, ServiceTitan Mobile 2.0 provides technicians with all the info they need about each customer, along with directions to the customer’s location, notifications for new jobs, and even workflows to follow when taking payments. And it's all accessible through any mobile device.

Yes. ServiceTitan's HVAC Software integrates with QuickBooks Online and QuickBooks Desktop Premier and Enterprise editions. Commercial, construction, and residential HVAC professionals can take advantage of the QuickBooks integration to simplify accounting procedures and smooth the flow of information from invoices on the job site to reconciliation in your accounting software, without the hassle of double entry.

HVAC contractors utilizing a modern, all-in-one software platform to run their business gain the freedom to hire more technicians—your company's main source to grow profitability—with no need to add more office staff. With features that make customer management, business reporting, bookkeeping, customer service, inventory management, and HVAC dispatch and routing a whole lot easier, you and your current office staff can do their jobs more efficiently and effectively.

But adding techs isn’t the only way to grow. ServiceTitan customers also grow their HVAC service businesses through improved sales and service by technicians. ServiceTitan’s mobile app equips techs to arrive at each job fully informed, which leads to better customer service, more customer referrals, and better online reviews.

The multi-option estimate builder technicians close more jobs, too, and at a higher average ticket. ServiceTitan helps your residential, construction, or commercial HVAC business add more techs and increase profitability per technician, growing your business in two directions.

The best HVAC software is one that helps you achieve your business goals most effectively. We suggest evaluating different software based on which specific features they include, how reliable and user-friendly they are, how often they’re updated, and the quality of support the company offers.

Thousands of companies choose ServiceTitan’s residential and commercial HVAC software because it was built specifically for skilled trades with a focus on service business management and growth. It offers an easy-to-use interface for everyone in your company, a convenient mobile app for optimized field operations and real-time communication, and robust reporting tools to maintain a 360-degree view of your business and profitability.

Our founders started ServiceTitan to help their dads run their businesses, and our company mission is to improve the business and lives of every employee. At ServiceTitan, we continue to improve functionality and customer support, so we always provide the right solutions to meet future demands in the HVAC industry.

ServiceTitan designed its app to be used by anyone, regardless of their comfort with technology, after just a day or two of training. Our intuitive mobile app allows you to easily train technicians to create good-better-and-best options with customizable templates, increasing sales and average ticket size. They'll love access to previous work orders and customer information, the end of paper pricebooks, and the elimination of lost paperwork and check payments.