HVAC scheduling software compared: 8 tools for tune-up season, no-heat calls and install days (2026)

Published November 10, 2026 · Prices and features read on each vendor's own pages November 10, 2026

• This page is published by Deepsel, which makes free estimate, invoice and scheduling software for contractors. That makes all eight tools below competitors. Deepsel isn't in the comparison, the cost table or the picks; it has a section of its own near the end, with the scheduling features it doesn't have.
• Every price and feature comes from the vendor's own pricing, product or help page, read on November 10, 2026, and links to it in the numbered sources. I didn't run a heat-wave week in any of these tools, so this compares what the vendors publish against how an HVAC schedule actually behaves.
• No vendor paid to appear here, and none of the links are affiliate links.

Short version: if you run 1-5 trucks and want a price before a sales call, you're choosing between Jobber, Housecall Pro and Service Fusion. Jobber Connect routes the day and costs $149 a month billed annually for five logins, but its pricing page lists no equipment records or membership plans. Housecall Pro's HVAC Package puts memberships and equipment history in the app from $299 a month for five users. Service Fusion is $208 a month billed annually with unlimited users, so it gets cheaper per tech every time you hire. The other five quote their prices, and that's where the heavier scheduling tools sit: capacity planning (ServiceTitan, Successware), skill warnings at dispatch (Successware), multi-day install jobs (ServiceTitan, Workiz Ultimate) and agreement visits that book themselves into open slots (FieldPulse).

Which of those you need depends less on the brand than on three questions. How do the spring and fall tune-ups you owe get onto the board? What happens to next Tuesday when the first heat wave hits? And who goes out on an install day?

What an HVAC schedule has to survive

HVAC demand follows the weather, and the weather doesn't book ahead. Six situations separate scheduling software that works for an HVAC shop from a shared calendar with job notes.

The first heat wave and the first cold snap

The first 90-degree week sends the ACs that limped through May to your phones in the same few days. The first cold night does it again in the fall, for ignitors, flame sensors and inducer motors that sat unused all summer. Service Fusion's own HVAC article describes a normal day turning "into a full board by 9 am when a heat wave hits."¹¹ What helps is a board that shows how full each day is before you book into it, plus a fast way to move booked work and tell those customers.

Tune-ups owed on maintenance agreements

Say you carry 250 agreements at two visits a year. That's 250 cooling tune-ups to fit between the end of heating season and the first heat wave, and 250 heating checks before the first frost. If spring gives you eight good weeks, that's 40 workdays and about 6 tune-ups a day. At five a day per tech, that's a tech and a quarter doing nothing else for eight weeks. Book them late and they collide with the no-cool calls in June. The software question is how the owed visits reach the board: placed in an open slot by the software, dropped in a list for the office to book, or left to whoever remembers. Our guide to tracking HVAC maintenance agreements covers the list itself, and the HVAC tune-up checklist covers the visit.

No-heat and no-cool calls that jump the queue

A no-heat call from a house with a newborn goes ahead of a filter change, and nobody argues. The trouble is the rest of the day. The 10 a.m. tune-up moves to Thursday, and someone has to call that customer and the two after them. Look for a priority flag the dispatcher sees at a glance, drag-and-drop rescheduling, and a notice to the bumped customer that the office doesn't have to type.

Install days next to service calls

A changeout ties up a crew of two for most of a day, sometimes two when there's ductwork or a new pad. A service call takes an hour or two. With both on one board, the software has to show a full-day, two-person job without burying the service tech's six calls next to it. Check for multi-day jobs, more than one tech on a visit, and crew scheduling. The HVAC installation checklist covers the install day itself.

Who can go: skills and certification

Not every tech can go everywhere. Your install crew may not run service calls, your newest helper can't diagnose a heat pump alone, and EPA rules require technicians who service equipment that could release ozone-depleting refrigerants to be certified under Section 608.²⁶ A good dispatcher keeps all that in their head, right up until they're out sick in July. Software that tags skills and warns at dispatch keeps it for them.

Parts on the truck and the unit's history

A first-time fix is mostly decided before the tech leaves the shop. If the job shows the unit (model, serial, age, filter size, refrigerant) and the notes from the last visit, the tech loads the right capacitor and the right filter. Truck inventory goes a step further and tells the office what's actually on the van. The HVAC technician tool list covers the rest of the truck.

HVAC scheduling software compared

Eight tools, alphabetical. The order isn't a ranking. Each cell is what the vendor's own page said on November 10, 2026; "quote" means the vendor publishes no price.

Two things jump out. Only three of the eight print a price, and the five that don't are the ones with the heavier dispatch tools. And no two of them get agreement visits onto the board the same way, which matters more to an HVAC shop than any feature list. FieldPulse can place them. Housecall Pro lists them for the office. Workiz shows them as placeholders. Service Fusion and Jobber make you build them as repeating jobs. Test that first.

What HVAC scheduling software costs at 2, 5 and 10 techs

Every tech needs a login, and so does whoever answers the phone, so the table counts one login per tech plus one for the office: 3, 6 and 11. Prices are a month, billed annually, with the month-to-month price in brackets where the vendor gives one. Card processing isn't included.

How the rows add up. Housecall Pro's standard Essentials plan includes 5 users and lists no extra-user price, so six logins means Max (8 users), and each user past eight is $35 a month. Its HVAC Package charges $100 per user past five on Essentials and $75 past eight on Max, so at 11 logins Max ($874) comes in just under Essentials ($899). The HVAC Package page gives those prices a month without saying whether they're annual or monthly.^{5, 6} Jobber sells Connect and Grow in 1-, 5-, 10- and 15-user bundles and adds users at $29 each, so I took the cheaper of the next bundle and the smaller bundle plus extra users. Jobber Core is cheaper still ($87 for three logins billed annually), but Core has no routing, no GPS tracking and no automated visit reminders.⁸ Service Fusion's annual price is charged as one payment at sign-up, $2,496 for Starter, and inventory needs Plus at $325.¹⁰

The quote-only five make a 10-tech budget hard to plan before the demo. ServiceTitan calls its model "per-technician pricing," and FieldPulse calls its own "seat-based," so on both the bill grows with every hire.^{2, 13} What owners report paying is collected in our ServiceTitan, FieldEdge, FieldPulse and Workiz pricing breakdowns, labelled as estimates.

FieldEdge: dispatch and agreements for QuickBooks shops

FieldEdge sells three tiers, Select, Premier and Elite, all by quote. The steps between them are the ones an HVAC dispatcher feels. Select has basic dispatching and basic agreements and quotes. Premier adds advanced dispatching, advanced service agreements and multi-option quotes. The mobile app licences included go 2, 4 and 6.¹ Customer history, reminders, texting and QuickBooks Online and Desktop sync are on every tier.¹

The catches are inventory and seats. Warehouse inventory is Elite only, and FieldEdge says it works only for shops on QuickBooks Desktop Enterprise with Advanced Inventory.¹ A six-tech shop on Select is buying licences past the two included. There's no free trial, and a downgrade waits until the end of your contract period.¹ It suits a multi-truck shop that runs its books in QuickBooks and wants agreements and dispatch in one place. The ServiceTitan vs FieldEdge comparison puts the two side by side.

FieldPulse: agreement visits that can book themselves

FieldPulse publishes no prices. Its pricing page says it's seat-based and quotes "in one conversation," and it offers a demo instead of a free trial.² For HVAC it lists asset management that "tracks every unit you service" with recurring service scheduled from the unit, plus live GPS tracking for dispatch and route optimization.³

The part to look at is how agreement visits get booked. Each agreement holds up to five routines (say, an AC tune-up and a furnace check) with their own frequency, and FieldPulse creates the jobs months ahead. You pick a rule per routine: leave each job unscheduled for the office, put it on a fixed day and time, or "auto-schedule at earliest availability," which books the job in the first open slot of its due period and flags it "Auto Schedule Failed" if nothing fits.⁴ That last option is the closest thing on this page to spring tune-ups that schedule themselves. It suits a shop with a real agreement book and an office that would rather check the schedule than build it. Agreements are covered in more depth in FieldPulse maintenance agreements.

Housecall Pro: published prices, and an HVAC Package for memberships

Housecall Pro prints two price lists. The standard one: Basic at $59 a month billed annually ($79 monthly) for 1 user, Essentials at $149 ($189) for 5 users, and Max at $299 ($329) for 8 users plus $35 a month per extra user. Routes and employee GPS tracking start on Essentials, and route optimization by live traffic and Recurring Service Plans are on Max.⁵ The HVAC Package is the second list: Essentials at $299 a month with five users and Max at $649 with eight, with membership plans and equipment tracking ("a complete service and equipment history on each property") from Essentials.⁶

For the dispatcher, Housecall Pro's HVAC page promises the closest tech to a no-cool emergency from a live map, with On my way texts.⁶ Plan visits don't book themselves, though. The Service Plans dashboard keeps an Unscheduled visits list that, in Housecall Pro's words, "will act as your reminder to schedule actual appointment times."⁷ It suits a 1-8 person residential shop that wants the price up front and its membership book in the same app. The 14-day trial runs on Max with no card.⁵ Every tier is in the Housecall Pro pricing breakdown, and Housecall Pro service plans covers the plan module.

Jobber: a simple schedule, with agreements kept elsewhere

Jobber now prices by team size. Core is $29 a month billed annually for one user ($49 with no commitment), and every plan adds users at $29 a month each. Connect, Grow and Plus come in 5-, 10- and 15-user bundles: five users on Connect is $149 a month billed annually ($199 with no commitment), and on Grow $229 ($299).⁸ Routing and GPS tracking start on Connect. Find a Time, which suggests slots from the team's availability and travel times, starts on Grow. Crew scheduling, which groups techs into crews you assign in one action, is Plus only, and that's the feature an install crew would use.⁸

Its pricing page lists no membership plans or equipment records.⁸ HVAC shops run tune-ups as recurring jobs, whose visits repeat weekly, biweekly, monthly or on a custom schedule, and a checklist attached to the job is added to every visit.⁹ That handles the visits. What the agreement owes and when it renews lives somewhere else. Best fit: a 1-5 truck service shop that wants a simple app for its techs and can keep the agreement list in a sheet. The Jobber pricing breakdown has every band, Jobber recurring jobs shows the tune-up setup, and Jobber maintenance plans covers the workarounds.

Service Fusion: one price whether you run 3 trucks or 13

Service Fusion is the only tool here with a printed price and unlimited users: Starter $208 a month billed annually ($245 monthly), Plus $325 ($382) and Pro $533 ($627). In its words, "one technician and one dispatcher or 20 technicians and a full office" pay the same.¹⁰ Plans run month to month with no contract, and annual billing saves 15%. Inventory is on Plus and Pro, recurring invoicing is on Pro or an add-on, and GPS fleet tracking is an add-on on every plan.¹⁰

Its own HVAC article is plain about how its dispatch works. The board gives the office visibility and leaves the choices to the dispatcher's judgment, which it says is often what a 5-to-10-tech company needs; a larger shop with zones and heavy volume, it says, may want more dispatch automation.¹¹ Techs see customer history and equipment records in the app, offline too.¹¹ An agreement is a record on the customer whose amount field is "reference-only," and the help center says to schedule its visits with Repeating Jobs.¹² That makes it a good match for a 5-10 tech shop that's still hiring, because the bill doesn't move. More in the Service Fusion pricing breakdown and Service Fusion service agreements.

ServiceTitan: the deepest dispatch board, priced per tech

ServiceTitan prices per technician and prints no number; its three packages each say Request Pricing. Starter covers dispatching, scheduling, call booking, invoicing and the pricebook. Customizable memberships are on The Works only.¹³ Its dispatch page lists what a busy HVAC board uses: Adjust Capacity Planning, multi-day jobs, technician route optimization and property data on the board. Dispatch Pro, an add-on, uses machine learning that "runs thousands of scenarios to find the best technician for every job."¹⁴ Techs see job histories and membership status and can order parts from the app, and its inventory tracks warehouse counts and keeps trucks stocked.^{14, 15}

On paper that's the most complete scheduling toolset in this comparison, and it assumes an office that runs it all day. Who it's for: a shop with a dispatcher and CSRs, a large membership book, and enough techs that a per-tech bill is a small share of revenue. Our ServiceTitan pricing breakdown collects what owners say they pay, and Housecall Pro vs ServiceTitan covers the most common switch.

Successware: skills and capacity at the dispatch desk

Successware was founded by a home service provider and pitches itself to small and mid-sized HVAC companies.¹⁸ You buy the whole system, every module included, hosted in the cloud, and the price comes from your account executive.¹⁶ Two scheduling features stand out for HVAC. You flag each employee's skillsets, and dispatch tells you when a tech isn't qualified for the job.¹⁷ And a Capacity Planning module shows daily and weekly capacity; Successware's own suggestion is to run an outbound campaign to maintenance plan customers when a week has room.¹⁷ The HVAC page adds time-slot capacity (how many appointments to book each day) and closest-tech dispatch with Google Maps.¹⁸ Inventory is its own module.¹⁹

Support is included in the monthly licence fee, Monday to Friday, 8 to 5 Eastern.¹⁶ (Your worst calls come in on a Saturday in July, so ask what happens then.) Look at it if someone takes calls full time and your techs have mixed skills.

Workiz: AI on the phones, HVAC features on Ultimate

Workiz quotes all three plans, Standard, Pro and Ultimate, and offers a 7-day trial; annual billing saves "$400+."²⁰ The HVAC features sit on Ultimate: service plans, equipment tracking, inventory management and multi-day jobs. Genius Scheduling, its AI scheduling feature, starts on Pro.²⁰ Its HVAC page describes "non-consecutive multi-day scheduling" for installs, equipment records with model and serial numbers, installation dates and service history, and Genius AI Answering for calls, email and texts.²¹

Service plan visits land on the schedule as placeholders, and you can't assign techs to them until each one is converted into a job.²² It makes most sense for a shop buried in inbound calls that will pay for Ultimate. The Workiz pricing breakdown has the price history, and Workiz service plans covers the plan visits.

Which tool fits which HVAC shop

No single pick, because the shops are different. By situation:

• 1-3 trucks, mostly repairs and tune-ups, want a price today. Jobber Connect at $149 a month billed annually for up to five logins, if you'll keep the agreement list in a sheet. Housecall Pro's HVAC Package at $299 for five users if you want memberships and equipment history in the app.
• A few hundred agreements, and spring and fall are the problem. Demo FieldPulse with your real agreement list and its auto-schedule rule on, and price Housecall Pro's HVAC Package against it. Ask each to show where a September furnace visit appears before anyone books it.
• Hiring every season. Service Fusion. $208 a month billed annually is the same at 3 logins or 30.
• QuickBooks Desktop runs the office. FieldEdge, which syncs with Desktop on every tier.
• 8 or more techs, a dispatcher, CSRs, separate install and service crews. Get ServiceTitan and Successware quotes side by side, and ask both to demo capacity planning and skill matching on a heat-wave Monday.
• A small office drowning in calls. Get the Workiz Ultimate quote, since that's where its HVAC features are.

If agreements are the main reason you're shopping, our HVAC maintenance agreement software comparison looks at the same tools from the renewal side. Shops outside HVAC can use the field service software for small business comparison, and plumbers have their own plumbing scheduling software page.

Others on Google's first page

These came up in the top results for "hvac scheduling software" and the related searches on November 10, 2026. Most of the rest of page 1 was roundups and vendor blogs.

ReachOut Suite

ReachOut prices per user and caps jobs on the lower plans. Free is $0 with 25 jobs a month, Standard is $9 per user a month with 250 jobs, and Premium ($15) and Ultimate ($25) have unlimited jobs; the page shows those prices as cut from $15, $25 and $32.²³ Recurring jobs, parts inventory and route optimization start on Standard, and advanced asset management is on Premium.²³ Eleven logins on Premium come to $165 a month. Standard's 250 jobs is about 12 a workday, which a three-tech shop passes in a busy July.

FieldBoss

FieldBoss publishes floors rather than prices: mobile user licences from $90 per user a month, back-office licences from $185, and implementation from $50,000, one time.²⁴ Its industry menu lists HVAC next to elevator contractors. It's built for commercial mechanical contractors with an ERP budget.

BuildOps

BuildOps sells to commercial contractors (it says more than 1,500 across North America) and prices by the number of field and office users, by quote. A service-only plan covers dispatching, maintenance agreements, quoting and invoicing.²⁵ A residential service shop is outside who it's built for.

How to test HVAC scheduling software before you sign

A demo shows the happy path. These six tests show how a tool behaves in your busiest week, and each takes a few minutes in a trial or a live demo:

1. Set up one agreement with a spring and a fall visit. Where does the fall visit show up in September: on the board, in a list someone has to work, or nowhere until somebody creates it?
2. Fill next Tuesday for two techs, then add an emergency no-heat call at 8 a.m. Count the clicks to bump a tune-up, and read what the bumped customer receives.
3. Book a two-day changeout for a crew of two. Does it block both techs on both days and still show as one job?
4. Mark a helper as not refrigerant-certified and try to send them to an AC repair. Does anything warn you?
5. On a tech's phone, open a unit with no signal. Can they see the model, serial, filter size and the last visit's notes?
6. Price it at next year's headcount, not today's. On per-seat and per-tech pricing that's the number that matters.

Deepsel, our own software, and why it isn't in the list

We build Deepsel, so it's described here instead of ranked. A comparison that picks its publisher's product isn't worth much. Deepsel is free estimate, invoice and scheduling software for home-service contractors, and it started as a maintenance-agreement tool for HVAC shops, which is why some of its scheduling is shaped around tune-ups.

What it does for an HVAC schedule. The dispatch board is a day view with a column per tech plus Unassigned, drag and drop, an Anytime strip for visits with no set time, and a panel of unscheduled jobs and visits; week, month and list views sit beside it. When you move a booked visit, it asks whether to email the customer. Jobs carry a type (maintenance, repair, install, diagnostic) and a priority up to Emergency, which is labelled on the unscheduled panel. A visit can run up to a full day with several techs, and it shows in each tech's column, so a two-day changeout is one job with a visit on each day. Customers can get an email when a visit is scheduled, a reminder the day before, and a note when it's done. Each unit holds model, serial, year, filter size, tonnage, refrigerant and a nameplate photo, each visit lists the units it covers, and each unit keeps its own visit history. Recurring job series repeat weekly, monthly or yearly, with a checklist on every visit that flags readings out of range. All of that is on the Free plan, with unlimited users and 30 estimates and 30 invoices sent a month.²⁷

Pro, at $29 a month for the whole shop, removes the caps and adds the service plans module. A plan covers a unit and counts visits owed against visits delivered. You set seasons (spring and fall, say), and during each one members who still owe a visit get booking reminder emails on the schedule you choose, with the office flagged when the reminders run out. Members book from a self-serve page where you set the days, the hours, the slot length and how many bookings a slot can take, which is how you keep tune-ups from filling the slots you need for no-cool calls. Max, at $59, adds texting with customers, including visit reminders.

What it's missing for HVAC scheduling. No skill tags or qualification warnings at dispatch. No capacity view across the board; the only booking limits are on the online booking pages. No route optimization, map view or GPS tracking. No truck or warehouse inventory and no purchase orders. No phone system, so no booking straight from an incoming call. A multi-day job is one visit per day, not a single multi-day block. The iPhone and Android apps are coming soon on Max, so techs use the phone's browser for now. Texting is Max only, and QuickBooks sync isn't out yet. It's also newer than everything above, so there are fewer reviews to read. If one of those is the blocker, tell us.

The cost at 2, 5 or 10 techs is the same: $29 a month on Pro ($290 a year), or $59 on Max for texting. Free covers 30 invoices a month, which two busy techs pass in a week or two, so most HVAC shops will be on Pro. Card payments are 3.3% + 30¢ online on every plan. Customers come over from ServiceTitan, Housecall Pro, Jobber, FieldEdge and Service Fusion by import. All of it is on the pricing page.

How I checked

On November 10, 2026, I pulled Google's live US top 10 for "hvac scheduling software" and the related searches (hvac dispatch software, hvac app, hvac field service software, hvac field service management software, hvac service software) and read the pages ranking there. The eight tools in the comparison are the HVAC field service names that come up across those results and the roundups ranking there, plus Successware, which sells to HVAC companies and didn't appear in the roundups I read. ReachOut, FieldBoss and BuildOps ranked with their own pages. For each tool I read its pricing page, its HVAC or dispatch page, and the help-center article on agreement visits where there was one, and every price, feature and quote above links to that page. I didn't sign up for these tools or run a season through them, so where a page was vague (a billing term, the tier a feature is on) I say so. The cost table counts one login per tech plus one for the office. Deepsel's features were checked in its own product code and pricing page. I build Deepsel, a competitor, which is why it has a section and no row. Prices change. If one here is wrong, email me and I'll fix it.

Frequently asked questions

What's the best HVAC scheduling software for a small business?

It depends on how many agreements you carry and whether you want a price before a sales call, which is why this page doesn't rank them. With published prices, a 1-5 truck shop is choosing between Jobber (Connect is $149 a month billed annually for five logins) if agreements can live in a spreadsheet, Housecall Pro's HVAC Package ($299 a month for five users) for memberships and equipment history in the app, and Service Fusion ($208 a month billed annually, unlimited users) if you're hiring. If spring and fall tune-ups are the bottleneck, demo FieldPulse, which can book agreement visits into the first open slot. Our own product is described separately.

Is there free HVAC scheduling software?

None of the eight tools compared here has a free plan. Jobber and Housecall Pro have 14-day trials with no card, Workiz has a 7-day trial, and FieldPulse and FieldEdge offer a demo instead of a trial. ReachOut Suite, which also ranks for HVAC scheduling searches, has a free plan capped at 25 jobs a month. Our free field service software comparison lists nine free plans and their caps. Deepsel, which publishes this page, has a free plan too, described in its own section.

How much does HVAC dispatch software cost?

For five techs and one office login, from the prices published on November 10, 2026: Jobber Connect $178 a month billed annually, Service Fusion Starter $208, Jobber Grow $258, Housecall Pro Max $299 (the standard Essentials plan stops at five users) and Housecall Pro's HVAC Package $399. ServiceTitan, FieldEdge, FieldPulse, Successware and Workiz quote instead of publishing a price.

Does Jobber work for HVAC companies?

For the schedule, yes. Routing and GPS tracking start on the Connect plan, Find a Time suggests slots from Grow up, and tune-ups run as recurring jobs with a checklist on every visit. Its pricing page lists no equipment records or membership plans, so a unit's model and serial and an agreement's visits owed end up in custom fields, notes or a spreadsheet. Shops with a big agreement book feel that first.

What's the difference between HVAC scheduling software and HVAC field service software?

Very little in practice. Every tool on this page sells scheduling and dispatch inside a field service package with quotes, invoices, payments and customer records. Standalone booking and calendar apps exist, but they don't hold the equipment, the agreement or the invoice, so an HVAC office ends up typing each job twice.

Is there an HVAC app for scheduling and dispatching techs?

Most results for 'HVAC app' are lists of apps for technicians, many of them reference and calculator tools. For scheduling, the tech app comes with the software. Housecall Pro and Jobber list iPhone and Android apps on their pricing pages, FieldEdge counts mobile app licences by plan, and ServiceTitan, FieldPulse, Service Fusion and Successware describe their tech apps on their own sites.

Sources

1. FieldEdge pricing: Select, Premier and Elite, each "Request Pricing"; Select "Dispatching," "Booking & Scheduling," "Basic Agreements & Quotes"; Premier "Advanced Dispatching," "Multi-Option Quotes," "Advanced Service Agreements," "Additional Mobile App Licenses"; Elite "Warehouse Inventory Management*"; mobile app licences included 2 / 4 / 6; Customer History, Reminders, Integrated SMS Texting and QuickBooks Online & Desktop on all three; "*Warehouse Inventory Management is only available to those who use QB Desktop Enterprise with Advanced Inventory"; FAQ: no free trial; downgrade "at the end of your current contract period." fieldedge.com, retrieved November 10, 2026.
2. FieldPulse pricing: "FieldPulse is seat-based and pricing is built around what your team needs. Get a custom quote in one conversation"; FAQ "Does FieldPulse offer a free trial?": "No, and we're not going to pretend otherwise. What we offer instead is a real demo." fieldpulse.com, retrieved November 10, 2026.
3. FieldPulse HVAC-R page: "FieldPulse's HVAC asset management software tracks every unit you service across all your customers' sites. Log maintenance, schedule recurring service, and pull reports on any asset"; "Live GPS Tracking, allowing for efficient dispatch and route optimization"; Inventory Management, Maintenance Agreements and Asset Management in the feature menu. fieldpulse.com, retrieved November 10, 2026.
4. FieldPulse help center, "How to Create a Maintenance Agreement": up to 5 routines per agreement, each with its own frequency; "Automatically create jobs for the next X months"; job generation rules "Do not generate jobs," "Generate job, keep unscheduled," "Generate job, auto-schedule at earliest availability" ("books the job in the first open slot of the occurrence's due period. If no slot fits, FieldPulse creates the job unscheduled and flags the occurrence as Auto Schedule Failed") and "Generate job, fixed day and time rule." help.fieldpulse.com, retrieved November 10, 2026.
5. Housecall Pro pricing: Basic $59/mo billed annually, $79/mo monthly, 1 user; Essentials $149 / $189, "5 users included," with Routes and Employee GPS tracking; Max $299 / $329, "8 users included," "*$35/mo per additional user," with Recurring Service Plans and Route optimization ("Reorder jobs in one click based on real drive time and live traffic"); "Free mobile app for iOS and Android"; FAQ: 14 days on the MAX plan, "no credit card needed." housecallpro.com, retrieved November 10, 2026.
6. Housecall Pro HVAC page (HVAC Package): plan cards Basic $79/mo, 1 user; Essentials $229/mo for 1 user or $299/mo, "5 users included," "*$100/mo per additional user," listing "Membership plans: Sell recurring service agreements right on the estimate or job" and "Equipment tracking: Maintain a complete service and equipment history on each property"; Max $649/mo, "8 users included," "*$75/mo per additional user"; FAQ: "For teams, Basic is $79/mo for one user, Essentials is $299/mo with five users included, and MAX is $649/mo with eight users included"; "Dispatch the closest tech to no-cool emergencies from a live map and send 'On my way' texts with GPS tracking." housecallpro.com, retrieved November 10, 2026.
7. Housecall Pro help center, "Service Plans Dashboard Overview": Unscheduled Visits, "This list will act as your reminder to schedule actual appointment times for upcoming and overdue Service Plan visits for active plans." help.housecallpro.com, retrieved November 10, 2026.
8. Jobber pricing: Core 1 user, $29/mo billed annually, $39 with a 1-year commitment, $49 with no commitment; Connect 1 / 5 / 10 / 15 users at $99 / $149 / $229 / $299 billed annually ($139 / $199 / $299 / $399 no commitment); Grow $149 / $229 / $299 / $399 ($199 / $299 / $399 / $499); Plus 5 / 10 / 15 users at $399 / $449 / $529 ($499 / $599 / $699); "Add users for $29/mo each"; feature table: Routing, GPS tracking, Checklists and Automated client notifications on Connect and up, not Core; Find a Time ("smart recommendations based on team availability and travel times") on Grow and Plus; Crew scheduling ("Group teammates into crews, assign work in one action") on Plus only; no equipment, membership or inventory features listed; "iOS and Android mobile apps"; FAQ: "For 14 days you get full access to all of Jobber's features on the Grow plan, no credit card required." getjobber.com, retrieved November 10, 2026.
9. Jobber help center, "Create a Recurring Job": "Visits can repeat weekly, biweekly, monthly, or on a custom schedule"; "Checklists attached at the job level will add checklists to all the visits for this job"; with no users selected, "the visits will be unassigned and can be assigned later." help.getjobber.com, retrieved November 10, 2026.
10. Service Fusion pricing: Starter $208/mo billed annually, $245 monthly; Plus $325 / $382; Pro $533 / $627; "Unlimited Users"; "*Charged as one annual payment at sign-up"; "Whether you have one technician and one dispatcher or 20 technicians and a full office, your Service Fusion pricing will be the same"; "Service Fusion offers all plans on a month-to-month basis. However, you will receive a 15% discount if you choose any of our annual pricing options"; "All plans come with no contract requirements"; Inventory Management included on Plus and Pro, an add-on on Starter; Progress Billing & Recurring Invoicing included on Pro; GPS Fleet Tracking an add-on on every plan. servicefusion.com, retrieved November 10, 2026.
11. Service Fusion blog, "Is Service Fusion Right for HVAC Companies?", July 20, 2026: "A normal day can turn into a full board by 9 am when a heat wave hits"; "The software supports dispatcher visibility while still allowing the dispatcher's judgment"; "For a 5 to 10-technician HVAC company, this is often exactly what the office needs"; a larger company "may want to compare tools with more advanced dispatch automation"; the mobile app gives technicians "customer history and equipment records," with offline access; "Recurring jobs can support seasonal tune-up schedules." servicefusion.com, retrieved November 10, 2026.
12. Service Fusion help center, "Customer Service Agreement Tracking": "At this time the amount field is a reference-only field"; "If your Service Agreement involves scheduling jobs on a given frequency, considering using Repeating Jobs or Recurring Invoices in conjunction with Service Agreements." servicefusion.zendesk.com, retrieved November 10, 2026.
13. ServiceTitan pricing: Starter, Essentials and The Works, each "Request Pricing"; "Our per-technician pricing is designed to fit your business and goals, at any size"; Dispatching, Scheduling, Call Booking, Invoicing and Pricebook marked included on Starter; Customizable Memberships marked included on The Works only. servicetitan.com, retrieved November 10, 2026.
14. ServiceTitan dispatch software page: drag-and-drop dispatch board; features "Adjust Capacity Planning (ACP)," "Multi-Day Jobs," "Optimize Technician Route," "Property Data Display"; "Dispatch Pro, with more advanced dispatching functionality. Using machine learning, Dispatch Pro's algorithm runs thousands of scenarios to find the best technician for every job"; the mobile app shows "job histories, previous invoices, membership statuses" and lets techs "order parts." servicetitan.com, retrieved November 10, 2026.
15. ServiceTitan HVAC page: "Access actionable data on equipment history, customer insights, and invoices"; HVAC Inventory Software "automatically tracks warehouse counts, ensures trucks remain stocked, and generates accurate purchase orders." servicetitan.com, retrieved November 10, 2026.
16. Successware FAQs: sold as an entire business management system, "you get instant access to all modules... at no extra cost"; "completely hosted in the cloud"; "How much does the new Successware Platform cost? Please contact your Account Manager or Account Executive"; "Unlimited Support is included in your monthly license fee," Monday through Friday, 8:00 AM to 5:00 PM Eastern. successware.com, retrieved November 10, 2026.
17. Successware, "Dispatching & Scheduling": "Successware allows you to flag the skillsets of your employees. So, when you go to assign them work in Dispatch, you will be notified if certain technicians aren't qualified for that job"; Capacity Planning "helps you manage and maximize your daily and weekly capacity"; "See a week with more capacity? Trigger an outbound campaign to your maintenance plan customers to generate maintenance visits." successware.com, retrieved November 10, 2026.
18. Successware HVAC page: "founded by a home service provider"; built for "small- and medium-sized HVAC companies"; "enroll customers in HVAC maintenance programs"; "Capacity Planning: Our time slot capacity management module helps your team understand how many appointments they can schedule each day"; dispatch "using Google Maps to determine the closest technician's location." successware.com, retrieved November 10, 2026.
19. Successware home page: "Successware's inventory management module helps you keep track of the parts you have, and the parts you need"; "cloud-based online tools and mobile app." successware.com, retrieved November 10, 2026.
20. Workiz pricing: Standard, Pro and Ultimate, each "Request pricing"; comparison table marks Genius Scheduling included on Pro and Ultimate, and Service plans, Inventory management, Equipment tracking and Multi-day jobs included on Ultimate only; FAQ: "Workiz offers a 7 days free trial"; annual plan: "you can save $400+." workiz.com, retrieved November 10, 2026.
21. Workiz HVAC page: equipment tracking "saving model numbers, serial numbers, installation dates, and service history"; "From non-consecutive multi-day scheduling, section management, costs, materials, and milestone billing, Workiz keeps big install jobs on track"; "Genius AI Answering instantly answers clients, no matter if they call, email, or text." workiz.com, retrieved November 10, 2026.
22. Workiz help center, "Managing recurring work with Service Plans": "Before converting them into jobs, visits will simply serve as placeholders on your schedule. You will not be able to make changes or assign techs to these visits until after you convert them into jobs." help.workiz.com, retrieved November 10, 2026.
23. ReachOut Suite pricing (US dollars): Free $0, 25 jobs, with work orders, calendar, invoices and quotes, basic asset management and the mobile app; Standard $9 per user a month (shown cut from $15), 250 jobs, adding recurring jobs, parts inventory and route optimization; Premium $15 (from $25), unlimited jobs, advanced asset management; Ultimate $25 (from $32); 7-day free trial. reachoutsuite.com, retrieved November 10, 2026.
24. FieldBoss pricing: Mobile User License "From $90" per user a month; Back Office License "From $185" per user a month; Implementation (one-time fee) from $50,000, $75,000 and $100,000 across its three packages; industries menu HVAC, Elevator, Specialty. fieldboss.com, retrieved November 10, 2026.
25. BuildOps pricing: "Trusted by 1,500+ commercial contractors across North America"; "BuildOps pricing is based on the number of field and office users on your account"; "If you're running service work only, your plan is scoped to dispatching, maintenance agreements, quoting, and invoicing." buildops.com, retrieved November 10, 2026.
26. US EPA, "Section 608 Technician Certification": EPA regulations "require that technicians who maintain, service, repair, or dispose of equipment that could release ozone depleting refrigerants into the atmosphere must be certified." epa.gov, retrieved November 10, 2026.
27. Deepsel pricing: Free with unlimited users, scheduling and dispatch, recurring job series, customer and equipment records and visit checklists, 30 estimates and 30 invoices a month; Pro $29/month or $290/year with no caps and the service plans module; Max $59/month adds texting, with the iPhone and Android apps and QuickBooks sync coming soon. usedeepsel.com/pricing.