15 HVAC CRMs · prices checked October 3, 2026
CRM for HVAC companies: 15 tools compared
A CRM for HVAC companies books the call, dispatches the tech, prices the job from a flat-rate pricebook and renews the maintenance agreement next season. Here's what each one includes and what a shop your size pays.
- Maintenance agreements
- Flat-rate pricebooks
- Prices from each company's page
Sponsored
AttackDesk
Start free, pay as you go, and build the HVAC CRM your shop needs: change your app's own code with your AI tools or a developer to add equipment fields, maintenance reminders and dispatch boards. Calls, texts, missed-call follow-ups and AI agents are built in.
- Free to start
- Pay as you go
- Rewrite the software
- Developer friendly
- Build what you need
Calculator
What would your HVAC shop pay?
HVAC software is priced per user, per technician, per route, by job volume or flat. Pick how many people need a login and see each tool's lowest published plan.
Lowest plan that fits. ServiceM8 is priced by jobs a month and GorillaDesk by route, so their numbers don't grow with users. Housecall Pro's HVAC page also lists HVAC packages at $299 (Essentials, 5 users) and $649 (MAX, 8 users).
Side by side
The 15 HVAC CRMs
Each HVAC CRM in detail
Best for: Home service and trade crews that want calls, texts and follow-ups in one place
- No per-user fee
- Missed-call text back
Calls, texts, missed-call follow-ups and the job pipeline live on each customer's record, and AI agents can reply when the crew is on a roof or under a sink. Each company gets its own app code, so you can add the job fields your trade uses with your own AI tools. Pay as you go has no monthly fee; you pay per use, such as 3.1¢ a text and 5.8¢ a call minute.
Best for: Large HVAC, plumbing and electrical shops
- Three plans
- Per technician
ServiceTitan doesn't publish prices. Its three plans, Starter, Essentials and The Works, are priced per technician after a sales call.
Best for: Home service crews
- Essentials: 5 users
- MAX: 8 users
Basic is $59 a month yearly ($79 monthly) with 1 user. Essentials is $149 yearly ($189 monthly) with 5 users, and MAX is $299 yearly ($329 monthly) with 8 users. The pricing page also runs short first-month promos.
Best for: Home service businesses
- Team plans include 5 users
- Connect team $149 yearly
Core for one user is $29 a month billed yearly, $39 monthly with a one-year commitment, or $49 with no commitment. Team plans for 2 to 5 people include 5 users: Connect is $149 a month yearly and Grow is $229.
Best for: Shops that want a flat price with unlimited users
- Unlimited users on every plan
- No contract on monthly
Starter is $208 a month billed yearly or $245 month to month, with unlimited users. Plus, $325 yearly or $382 monthly, adds job costing and integrated voice and text. Pro, $533 yearly or $627 monthly, adds an open API, e-signatures and progress billing.
Best for: Small service teams of 5 to 20 users
- 5, 10 or 20 users by plan
- QuickBooks integration
Start is $60 a month billed yearly or $75 monthly for 5 users. Run, $119 yearly or $149 monthly, covers 10 users and adds dispatch mapping and GPS check-ins. Scale, $199 yearly or $249 monthly, covers 20 users.
Best for: Small trade businesses that prefer pricing by job volume
- Priced by jobs, unlimited users
- Free: 30 jobs a month
The free plan covers 1 user and 30 new jobs a month. Paid plans have unlimited users and are priced by jobs: Starter $29 a month for 50 jobs, Growing $79 for 150, Premium $149 for 500 and Premium Plus $349 for 1,500 or more.
Best for: Route-based service businesses
- Priced per route
- Unlimited admin users
Basic is $49 a month for one route, or $539 a year; only users assigned to a route need a paid seat. Pro, $99 a month per route, adds a customer portal and online booking, and Growth, $149, adds a sales pipeline.
Best for: Established HVAC, plumbing and electrical shops
- Flat-rate pricebook
- Service agreements
FieldEdge prices on request. Select includes 2 mobile app licenses, Premier 4 and Elite 6, and it offers a flat-rate pricebook, service agreements and equipment history.
Best for: Trade businesses from small crews to franchises
- Maintenance agreements
- Asset tracking
FieldPulse sells a set number of seats for a contract term and quotes each company; its page says prices on third-party sites are wrong. It includes maintenance agreements, a flat-rate pricebook and asset tracking.
Best for: Residential HVAC, plumbing and electrical companies
- Maintenance agreements
- Flat-rate price book
Successware doesn't have a pricing page. Its own feature pages list maintenance agreements, a flat-rate price book and equipment history.
Best for: Residential field service businesses
- Service plans on Ultimate
- Equipment tracking
Workiz prices its Standard, Pro and Ultimate plans on request. Its HVAC page lists service plans, flat-rate pricebooks and equipment tracking.
Best for: Commercial mechanical and HVAC contractors
- Refrigerant tracking
- Commercial only
BuildOps is for commercial contractors only and quotes per user. Its HVAC page lists refrigerant tracking, preventive maintenance contracts and asset history with nameplate capture.
Best for: Commercial service contractors with multi-site clients
- Refrigerant tracking
- Service contracts (PPM)
Commusoft prices per license, for each office user and technician, on a 12-month contract, and doesn't publish the price. Its HVAC page lists refrigerant tracking and planned maintenance contracts.
Best for: Trade contractors from about 5 to 200 staff
- Refrigerant usage tracking
- Maintenance contracts
simPRO quotes its base plan on request and charges a setup fee. Its HVAC page lists preventive maintenance contracts and refrigerant cost and usage tracking.
Checklist
What an HVAC CRM should handle
- Maintenance agreements: sell, renew and schedule the spring and fall visits automatically.
- Flat-rate pricebook: techs quote good, better and best options on site from one price list.
- Equipment history: model, serial number and service record for every unit at every address.
- Dispatch and booking: calls become jobs on a board, with the tech's arrival texted to the homeowner.
- Financing and payments: offer financing on replacements and collect payment before the truck leaves.
Common questions
What is the best CRM for an HVAC company?
For established multi-truck shops, ServiceTitan and FieldEdge are built around maintenance agreements and flat-rate pricing, but both quote prices. Smaller shops can start with Housecall Pro ($59 a month yearly for 1 user) or Jobber ($29). Service Fusion charges one flat price, $208 a month yearly, with unlimited users.
How much does HVAC CRM software cost?
From $0 (ServiceM8's free plan for 1 user and 30 jobs a month) to $200 or more for a 5-person shop. ServiceTitan, FieldEdge, FieldPulse, Successware, Workiz, BuildOps, Commusoft and simPRO don't publish prices.
Which HVAC software tracks refrigerant?
Commusoft, simPRO and BuildOps name refrigerant tracking on their HVAC pages. BuildOps is for commercial contractors only.
Is there a free CRM for HVAC companies?
ServiceM8 has a free plan for 1 user and 30 new jobs a month. AttackDesk has no monthly fee to start and charges only for usage. For more trades, see CRM for contractors.