HVAC CRM software: prices and plans

16 software tools for HVAC businesses say they keep customer records and track leads through a sales pipeline. 7 publish their prices. The lowest paid starting price listed is Joist at $10/mo.

Prices checked October 4, 2026How we check

16 HVAC CRM software options

SoftwareStarting priceFree trialDoes
Housecall Pro$59/mo billed annually ($79 month to month), 1 user included14 days, no credit card requiredSchedulingDispatchEstimatesInvoicingCRM
Jobber$29/mo billed annually, 1 user14 days with Grow plan features, no credit card requiredSchedulingDispatchEstimatesInvoicingCRM
Joist$10/mo billed monthly (Basics, up to 5 documents per month)14 days, no credit card requiredSchedulingEstimatesInvoicingCRM
Kickserv$60/mo, 5 users30 daysSchedulingDispatchEstimatesInvoicingCRM
Service Fusion$208/mo billed annually ($245 month to month), unlimited usersDemo onlySchedulingDispatchEstimatesInvoicingCRM
ServiceM8Free plan (1 user, 30 jobs/month); paid plans from $29/mo with unlimited users14 days, no credit card requiredSchedulingDispatchEstimatesInvoicingCRM
Tradify$47 per user/month14 days, no credit card requiredSchedulingDispatchEstimatesInvoicingCRM
BuildOpsQuote only, priced by users, trades and modulesDemo onlySchedulingDispatchEstimatesInvoicingCRM
CommusoftQuote only, priced per licenseFree trial offered (length not stated)SchedulingDispatchEstimatesInvoicingCRM
FieldEdgeQuote only, priced by team size and add-onsNo free trial; demo onlySchedulingDispatchEstimatesInvoicingCRM
FieldPulseQuote only, seat-based pricingDemo onlySchedulingDispatchEstimatesInvoicingCRM
ServiceTitanQuote only, priced per technicianDemo onlySchedulingDispatchEstimatesInvoicingCRM
ServiceTradeQuote only, priced mainly by number of techniciansDemo onlySchedulingDispatchEstimatesInvoicingCRM
SimproQuote only, Base Plan plus optional add-onsDemo onlySchedulingDispatchEstimatesInvoicingCRM
SuccesswareQuote only, no prices publishedDemo onlySchedulingDispatchEstimatesInvoicingCRM
WorkizQuote only, plan prices on request7 days, no credit card requiredSchedulingDispatchEstimatesInvoicingCRM
Advertisement
Ad space

What to check before you choose

  • One record per customer with every job, estimate and invoice.
  • A pipeline that shows where each lead stands.
  • Follow-up automation for quotes that have not been approved.
  • Which plan includes the pipeline: on some tools it is only in the top plans.

Starting prices at a glance

  • Housecall Pro: $59/mo billed annually ($79 month to month), 1 user included.
  • Jobber: $29/mo billed annually, 1 user.
  • Joist: $10/mo billed monthly (Basics, up to 5 documents per month).
  • Kickserv: $60/mo, 5 users.
  • Service Fusion: $208/mo billed annually ($245 month to month), unlimited users.
  • ServiceM8: Free plan (1 user, 30 jobs/month); paid plans from $29/mo with unlimited users.
  • Tradify: $47 per user/month.

More HVAC software