The Best Field Service Software for HVAC Businesses

Field service software for HVAC businesses

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As a HVAC business, organizing the operations of your field team can be a tiresome and frustrating process – especially if you’re dealing with multiple callouts in multiple locations. Luckily, field service software for HVAC companies can help. It’ll enable you to:

  • Amend schedules
  • Invoice or quote clients
  • Instant message employees
  • Log your fuel usage
  • Access client accounts

Investing in field service software will literally transform the way your business operates by enabling you to action all of the above remotely. So what are you waiting for? Receive quotes for HVAC field service software by filling in our short form.

Now that we've introduced the benefits, it's time to look at the best field service software for HVAC companies:

Find out more about what each company offers in the reviews below.

Discover the most reliable field service software for HVAC companies

Salesforce Field Service is our top pick for reliable field service software. Learn more about its features and offerings by visiting Salesforce's website.

The Best Field Service Software for HVAC Businesses

Looking at functionality, features and customer reviews, we’ve come up with a list of the best field service software companies for HVAC businesses.

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Verizon Connect

Samsara

Vonigo

Coresystems

Price
Price

From $45 per month

Price

Available on request

Price

From $98 per user, per month

Price

Available on request

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Salesforce Field Service – Best for reliability

Salesforce Logo
Salesforce Field Service
Pricing $50 – $165 per month, billed annually
Quick overview

You may very well know Salesforce from the world of customer relationship management (CRM). And now, with Salesforce Field Service, it’s brought its talent for producing reliable systems to the field service software scene, too.

Pros

Integrates with a range of software

Track customer journey from start to finish

Tighter control on workflow

Intuitive interface

Cons

Not as many features as the main Salesforce CRM software

Customization is a little tricky

Pricing
PlanPrice (per user, per month, billed annually)
Contractor $50
Contractor Plus $75
Technician $165
Dispatcher $165

Salesforce Field Service is all about helping you to increase productivity and optimize operations. How? By delivering on the following features:

  • Knowledge database
  • Communications
  • Asset tracking
  • Offline updates
  • Service reports
  • On the spot contract signing

If a member of your team is stuck on a tricky job, they can tap on the app and access a heap of resources that’ll enable them to complete the job more efficiently, whether they’re fixing a leaky air con unit or a running the rule over a boiler.

Need to let them know about a change in their schedule? Use the app’s instant messaging service. You’ll also be able to keep track of your tools, easily create reports, and provide better customer service with instant contract creation.


Verizon Connect – Best for ease of use

verizon Logo
Verizon Connect
Pricing From $45 per month
Quick overview

Verizon is America’s largest telecommunications company, so you know you’re going to be purchasing field service software that’s been expertly designed and had plenty of investment.

Pros

Well thought-out dashboards

Automated reporting

Easy to use

Nationally recognized name

Cons

Customer service hit and miss

Not particularly customizable

Pricing
PlanPrice (per month)
Contact Sales Starts at $45

Verizon’s field service software is all about making you more aware of how your business is functioning. Here are the top highlights:

  • Effectively assign jobs
  • View workforce status pretty much in real time
  • Determine the best routes and order jobs effectively.
  • Produce electronic forms for completion on the go

One of the biggest advantages of Verizon Connect’s field service software is its ease of use. Without much fuss, you can manage your fleets, keep track of your assets, and benefit from better control over your customer service.


Samsara – Best for fleet management

Samsara
Pricing Available on request
Quick overview

Samsara field service software isn’t strictly field service software. It’s more fleet tracking with field service software features built in. But for HVAC businesses with larger fleets, you can’t really go wrong.

Pros

Advanced fleet tracking

Reassign drivers

Collect proof of service from customers

In-depth reporting

Cons

Lacks some customer relationship management features

Interface not as intuitive as others

How do you feel about receiving real time tracking footage of your employees on the road? When it comes to managing the costs of operating on a larger scale, having those extra capabilities as part of your field service system will prove invaluable.

With Samsara, you’ll also receive the following features:

  • Real time tracking and vehicle stats
  • Allow customers to track location
  • Ability to update customers
  • Reassign and reschedule
  • Maintenance reporting
  • Capture delivery receipts
  • Integrated back office

Vonigo – Best for flexibility

Vonigo
Pricing $98 - $139 per user, per month
Quick overview

The team at Vonigo state that they designed their software with growing businesses in mind – and in reality, that’s just what they’ve done. Highly rated for flexibility and customization, this field service software is a great purchase for growing businesses of all sizes.

Pros

Customizable

Packed full of features

Regular updates

Can grow with your business

Cons

Some features not intuitive

Limited training material

Pricing
PlanPrice (per user, per month)
Starter $98
Professional $119
Premium $139

When it comes to the best field service software, Vonigo has really thought about every stage of a field business’ operations. Here are just some of the features you can expect:

  • Customer relationship management
  • Scheduling
  • Invoicing and quotes
  • Reporting and case management

That’s not all: if you’re looking to take your field service software further, you can look into teaming it up with Vonigo’s online booking service. And if you want to make the software super-orientated to your company, you can even customize the branding.


Coresystems – Best for customer support

coresystems logo
Coresystems
Pricing Available on request
Quick overview

Coresystems’ customer service has been rated highly across the net, which is great if you’re new to the field service scene. And with features designed especially for HVAC businesses, you know you’re getting a great industry-specific package.

Pros

Great customer service

Industry-specific features

Allows for intelligent scheduling

Integrate with CRM systems

Cons

System runs a little slow

Not much in the way of fleet management

So what kind of features can you expect to see? How about:

  • An intuitive interface
  • Environmental, health and safety strategy implementation
  • Online and offline capabilities
  • Expense tracking
  • Customer relationship management

Coresystems has ensured that its software answers the main HVAC industry pain points, with cost adjustment, selling, health and safety and asset tracking all catered for.


Next Steps

Now that you’ve learned about how the best field service software suppliers can help you improve your business, it’s time to find out how much a system costs. Click on your state below and answer a few questions to receive bespoke quotations from our top suppliers.

FAQs

Is there HVAC field service software for small businesses?
Yes! The great thing about field service software is that it’s completely scalable. Start off with a basic package which is ideal for smaller business operations, then upgrade your package as your business grows.
Can I download field service software onto my iPad?
Absolutely! Most field service software comes in the form of an app, so you should be able to download it straight from the app store or Google Play.
How much does field service software for HVAC businesses cost?
The quotes you receive will reflect the number of users (or vehicles) you need the system for. You’ll find that the cheaper packages won’t offer as many features, but may offer enough features for smaller scale operations.
Written by:
Julia Watts author headshot photo
Specialising in business software, Julia writes jargon-busting guides about VoIP, fleet management, dash cams, fuel cards, and more. Having spent almost a decade writing for entrepreneurs and reviewing business solutions, she loves helping exciting ventures – big or small – to flourish.
Reviewed by:
James thinks all businesses can improve if they use the right technology. At Expert Market, he utilises his 4+ years experience as a researcher to offer specialised advice on a wide range of categories from CRM to Fleet Management.