Best HVAC Software in 2021 (Review & Alternatives) | FieldInsight

10 Best HVAC Software in 2021

If you are in the field service industry, you are probably wondering what is the best HVAC software? In fact you might even be wondering what is HVAC software? To find out the best HVAC software you first need to do a little research into your own company’s needs. Just like a good pair of workboots, not everyone will have the same fit. When looking for your software, you need to first map out your own business needs. Once you have done this, you can gain a better scope of what you need to be looking for in your perfect HVAC service software. 

So what is  HVAC softwareHVAC service software is designed to bring automation into your business and streamline your operations. The best HVAC field service softwares will use the five primary automations (CRM, field, office, accounts and sales) to boost your productivity. HVAC software uses automation to reduce pesky paper based systems and save hundreds of hours each year in admin work. 

Top Features To Look For In an HVAC Software

For  HVAC maintenance software, you need to consider some key features for your HVAC companies: 

  • Easy to use software 
  • Reminders and notification alerts 
  • Great CRM
  • Status tracking 
  • Fits your business needs
  • Service management 
  • Preventive maintenance 
  • Accounting software 
  • Live job updates in the field
  • Scheduling options
  • SWMS management 
  • Mobile accessibility 
  • GPS tracking 

 

FieldInsight

FieldInsight is an Australian based job management software with key pillars in the five primary automations. With HVAC services like FieldInsight, you can seamlessly connect your office and your field with ease. FieldInsight focuses on boosting productivity and saving time in your workflow. When you use automation in your HVAC business, you can reduce the need for mountains of paperwork and unreliable whiteboards to record your information. With FieldInsight, you gain an all-in-one system that is tailored to your needs.

Pros

  • Free trial 
  • Alerts and notifications 
  • Inventory management 
  • Preventive service management
  • Easy scheduling options
  • Timesheet management 
  • MYOB, Reckon, Xero and QuickBooks integration and more
  • Flexible software 
  • Customisable fields
  • Easy reporting 
  • Audit tracking
  • Automated scheduling 
  • Clock on and off features
  • Mobile accessibility in the field
  • Credit card management 
  • Asset and client history 
  • SWMS management 
  • Defect tracking 
  • Ability to upload photos from the field
  • Customisable checklists 
  • Document automation 
  • Email templates and alerts
  • GPS tracking 
  • Job and project management 
  • Online booking 
  • Sales reporting 
  • Status tracking 
  • Warranty tracking 
  • Work order management 
  • Customer support 
  • Online training and support 
  • Real time data 
  • SMS messaging 

Cons

  • No API 
  • No free version 
  • No activity dashboard

FieldInsight Job Management Software Mobile User

Why choose FieldInisght over Others

FieldInsight as a field service management software, offers a wide range of features and customisable tools for service companies. FieldInsight offers HVAC service businesses an End-to-End system that effectively boosts productivity, consistency and efficiency. 

With the nine step delivery model, FieldInsight ensures you’re not left in the dark. FieldInsight offers training and support for its customers every step along the way. With key steps to navigate, automate and empower, FieldInsight can tailor software to suit you, not the other way around. 

Want to learn more? See  FieldInsight Job Management Software Comparisons

1. Field Software

FieldInsight includes tools to streamline your workflow and boost productivity in the field. With 

field service management software FieldInsight helps your office and field to be connected with real time information. With  field service automation your technicians can track their hours, access asset data, upload photos, complete testing and send reports with just a click. 

2. Sales Software

If you find yourself frustrated with lost invoices and stale quotes, you will be relieved to hear about  FieldInsight’s sales and estimating software. With the ability to instantly access your data whether you are in the office or in the field, you will always have the information you need on hand. With sales software, you can instantly send invoices without the need to spend hours on double data entry. You can also easily track your quotes and get reminders on status reminders. 

3. Customer Relationship Management 

FieldInsight’s  CRM software centralises all your asset and customer data in one place. With the flexible system, you can easily manage customers with multiple site locations and create visibility over all your current jobs. With great CRM you can build long lasting customer relationships and increase your chances of repeat work and consistency in your cash flow. 

4. Accounting Software 

A key part of HVAC service software is good  accounting software. When you can smoothly integrate your chosen accounting software seamlessly into FieldInsight, you gain the best of both softwares. With FieldInsight’s accounting software, you can customise your templates and accounting tools to save time and impress your customers. 

 

H4: 5. Office Software

FieldInsight’s HVAC  office software automates your workflow to save you time and effort. With FieldInsight’s office software, you can easily schedule, allocate jobs, order parts, update templates and more. Office software helps your team to stay on the same page and ensures that there is no more wasted travel time or tiresome double data entry. With office software, you can improve team accountability and create visibility over your HVAC service business. 

Jobber

Jobber is a HVAC software best suited to small and medium sized businesses. With focus on value for money, Jobber has a wide range of HVAC features with a subscription basis. Jobber uses a centralised system to connect the field and office and manage assets. 

Pros

  • Free trial 
  • Easy to use
  • Easy scheduling 
  • Quickly implemented
  • Integration options
  • Good customer service 

Cons

  • No compliance management 
  • Issues with live booking functions 
  • No cost to completion tracking 
  • No financing management 
  • No multiple user accounts 
  • Weak reporting 
  • No pricing in estimation function 

 

FieldEdge

FieldEdge is a HVAC business software designed to help your business save time. FieldEdge focuses on field management for small, medium and large businesses. Used primarily in the USA and Canada, FieldEdge is available on Apple, Android and online. FieldEdge uses a subscription fee that is contract free. 

Pros

  • Easy to use
  • Quickbooks Integration options 
  • Affordable 
  • Alerts and notification features 
  • Clock on and off feature
  • Mobile app
  • Inventory management 
  • Available flat rate pricing 

Cons

  • No GPS tracking
  • No job scheduling 
  • No route optimisation 
  • No activity tracking 
  • Reporting is clumsy 
  • No audit tracking
  • No client management
  • No multiple location feature 

Intuit Field Service Management 

Intuit field service management HVAC software focuses on real time data to connect the office and field. This HVAC software offers field service scheduling, customer management and integration options like GoogleMaps. Intuit runs from a subscription based fee and is available for small businesses to large businesses 

Pros

  • Free trial 
  • Mobile app (both Android and Apple)
  • Accounting integration 
  • Reporting tools
  • Scheduling features 

Cons

  • No reminders 
  • No SMS messaging 
  • No timesheet management 
  • No work history 
  • Little to no updates 
  • Clumsy implementation 

 

Fieldmagic

Fieldmagic is a cloud based software for those in the commercial, HVAC electrical plumbing and field service industries. Fieldmagic is designed for small businesses to large businesses and is used in Canada, UK, USA and Australia. Fieldmagic offers HVAC businesses job management software features centred around systemising businesses. 

Pros

  • Free trial 
  • Value for money 
  • Activity dashboard 
  • Accounting systems 
  • CRM features 
  • Customisation 
  • Document management 

Cons

  • Not available on Apple
  • Appointment scheduling 
  • Audit tracking 
  • Automated responders 
  • No SMS messaging 
  • No customer history management 

 

Verizon Connect Field Service Dispatch

Verizon Connect field service and HVAC dispatch software can be paid for as either a subscription or an open source software. Verizon is usable for small businesses to large companies and uses real time information to connect to the field.

Pros

  • GPS tracking 
  • Job costing 
  • Easy to use
  • Customer support teams

Cons

  • No Apple mobile app 
  • No Windows mobile app 
  • No free trial 
  • No free account 
  • Long contract periods 

 

Ascente 

Ascente is a HVAC business software that helps to increase productivity in the workplace. Ascente works best for small to medium sized businesses and provides in person and online training. Ascente is also useful for those in the plumbing  and  electrical contract industry

Pros

  • Mobile app
  • Scheduling jobs options 
  • Easy to use day to day 
  • Reporting tools available 
  • Provides job site history 

Cons

  • No free trial 
  • No GPS tracking
  • No free version 
  • Limited Integration options 
  • Time costly to implement
  • No many flexible features  

Fergus

Fergus is a cloud based HVAC software for field technicians for small to medium businesses. Fergus allows those in the HVAC industry to use reporting tools and scheduling options to boost their productivity in the field. For service companies looking for  job management software, Fergus offers a centralised database for your entire business. As a HVAC service software, Fergus has customers located in Australia and New Zealand and offers in person and online support.  

Pros

  • Free versions
  • Free trial 
  • Subscription 
  • Alerts and notifications
  • Timesheet management 
  • Work history 
  • Job scheduling 
  • Third party integrations 

Cons

  • No online booking
  • No overhead estimated costs 
  • No resource management 
  • No supplier management 
  • No payroll management 
  • No photo capture option 
  • No SMS messaging 

 

Connecteam

Connecteam uses HVAC service software to reach businesses with small to large businesses. Conneteam focuses on boosting communication within your service business by using features of a field service software to centralize data. 

Pros

  • Free version 
  • Free trial
  • Flat rate pricing 
  • Mobile app 
  • Activity feed
  • Automated scheduling 
  • Employee database 

Cons

  • No appointment management
  • No audit tracking 
  • No CRM 
  • No calendar management 
  • No customisation for information fields
  • No customisable reporting 
  • No drag and drop features 
  • No electronic forms 

 

Tradify 

Tradify is a cloud based field service software to assist in boosting customer satisfaction and efficiency. Designed for small to medium businesses, this field service solution uses easy to manage features and tools to increase productivity. Tradify uses mobile and desktop versions to connect your team and offers online training. Based in New Zealand, Tradify offers a free trial but does not have any free versions of its software.

Pros

  • Free trial 
  • Inventory management 
  • Accounting software integration 
  • Increase business processes 
  • CRM tools 
  • Customisation 

Cons

  • No client portal 
  • No credit card management 
  • No digital signature 
  • No expense tracking 
  • No inspection management 
  • No ability to capture photos 
  • No reminder system 
  • No SMS messaging 

 

The Right HVAC Service Software For You

Choosing the right HVAC software can seem like an impossible task at first when you are presented with the wide range of options on the market. To meet your  business goals and KPIs, you need to ensure you choose the right software for your business. 

 

Want to see how FieldInsight stands up against other software? See  Oracle Field Service Cloud Review and FieldInsight 

 

Contact our expert customer support team to discuss more about your business needs or learn how to book a free demo. 

Try it out yourself and book a demo  today.

What You Should Do Now

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