Buyer's guide · updated October 20, 2026
The best CRM for HVAC companies
HVAC software does two jobs: running the work (dispatch, maintenance agreements, proposals, invoices) and winning it (ads, answering every call and lead fast). Here's how seven options compare, with every price from the company's own site.
The short answer
To run the work, most HVAC companies choose ServiceTitan (quote only, per technician; the deepest proposals and agreements), Housecall Pro ($79 to $329/mo; equipment history and memberships), Jobber ($49 to $499/mo) or Service Fusion ($245 to $627/mo with unlimited users). None of them makes your ads or takes Facebook lead ads in natively. That's the part Zuops does, and it connects directly to ServiceTitan, Housecall Pro and Workiz.
Seven HVAC CRMs at a glance
ServiceTitan
- Price
- Quote only, per technician
- Built for
- Dispatch, good-better-best proposals that turn into maintenance agreements, Pricebook Pro, financing
- Lead follow-up
- AI Virtual Agent billed per call; Marketing Pro add-on
Housecall Pro
- Price
- $79 / $189 / $329 a month (1 / 5 / 8 users)
- Built for
- Equipment and system-age history, memberships, tune-up campaigns, financing
- Lead follow-up
- CSR AI call answering (price not published); auto-reply to new leads
Jobber
- Price
- $49 to $499 a month
- Built for
- Quotes, scheduling and invoices; maintenance agreements and service history on Plus
- Lead follow-up
- AI Receptionist $29/mo add-on; texts back missed calls
FieldEdge
- Price
- Quote only; no free trial
- Built for
- Flat-rate price book, equipment history, Proposal Pro
- Lead follow-up
- AI answering only through a partner
Service Fusion
- Price
- $245 / $382 / $627 a month, unlimited users
- Built for
- Dispatch, QuickBooks, inventory (Plus), customer portal (Pro)
- Lead follow-up
- AI answering through a partner; price not published
Workiz
- Price
- Quote only; 7-day trial
- Built for
- Service plans, flat rate, equipment tracking and proposals on Ultimate
- Lead follow-up
- Genius Answering add-on (price not published)
Zuops
- Price
- $19 to $499 a month
- Built for
- Winning the job: HVAC ads, AI texting, AI receptionist, Smart Forms, booking
- Lead follow-up
- Every lead texted in seconds; AI books the visit
Monthly prices without promotions, checked October 20, 2026. None of the six field-service tools takes Facebook lead ads in natively (ServiceTitan's help center says its Meta integration doesn't track Instant Forms); the usual route is Zapier. Zuops doesn't do dispatch, maintenance agreements or inventory.
Each one in brief
ServiceTitan
Request pricing · per technician
Built for larger shops: good-better-best proposals that convert into maintenance agreements, a dispatch board, Pricebook Pro and financing. AI Virtual Agent books calls for a per-call fee.
Their pricingHousecall Pro
$79 to $329/mo · no long-term contract
Equipment and system-age history from Essentials, memberships and tune-up campaigns, financing on every plan, and a good-better-best proposal tool on Max.
Their pricingJobber
$49 to $499/mo · 1 to 15 users
Quotes, scheduling and invoicing that crews pick up fast; maintenance agreements and service history on Plus, and an AI Receptionist add-on for $29/mo.
Their pricingFieldEdge
Request pricing · 2 to 6 mobile licenses
A flat-rate price book and QuickBooks Online and Desktop on every plan, equipment in the customer history, and Proposal Pro and inventory on Elite.
Their pricingService Fusion
$245 to $627/mo · unlimited users
Unlimited users on every plan, month to month, with onboarding included; inventory and built-in calling and texting from Plus.
Their pricingZuops
$19 to $499/mo
HVAC ad templates with cost-per-lead estimates, an AI that texts every lead in seconds and books the visit, an AI receptionist for the calls you miss, and Smart Forms that check your service area.
Read more
Field service software plus Zuops
Zuops sends new leads straight into ServiceTitan (as bookings for your office to confirm), Housecall Pro (as leads and customers, with job status and invoice totals coming back), Workiz (with job status and closed revenue coming back) and FieldPulse (two-way). Jobber connects through Zapier for now. With the results flowing back, you can see which ads turned into paid jobs.
What to ask before you sign
- Is it priced per user, per technician or flat, and is there an annual contract or implementation fee?
- Does it handle maintenance agreements, memberships and equipment history the way you sell them?
- Can techs build good-better-best options and offer financing on site?
- What happens to a new lead at 9 PM on the hottest day of July?
- Do Facebook and Google leads land in it automatically, or through Zapier?
Zuops
More service calls booked from the leads you already pay for.
Zuops texts every HVAC lead within seconds, answers questions, books the visit and answers the calls you miss, then hands the job to your field service software.
- HVAC ads with cost-per-lead estimates
- AI texting and an AI receptionist
- Missed-call text back
- Direct ServiceTitan, Housecall Pro and Workiz connections
- Plans from $19/mo
FAQ
Questions
What is the best CRM for a small HVAC business?
With published prices, Housecall Pro ($79/mo Basic, equipment history from Essentials at $189/mo) or Jobber ($49/mo Core). Service Fusion ($245/mo) suits teams that want unlimited users. Add Zuops from $19/mo if leads slip through before they ever reach your schedule.
How much does ServiceTitan cost?
ServiceTitan doesn't publish prices: every package (Starter, Essentials, The Works) is quoted per technician, and add-ons such as Marketing Pro and the AI Virtual Agent are priced separately.
Do HVAC CRMs bring in Facebook leads?
Not natively, for the six here: ServiceTitan's help center says its Meta integration doesn't track Instant Forms, and the others connect through Zapier or third-party apps. Zuops receives Facebook lead ads directly and texts each lead within seconds.
Can I use Zuops with ServiceTitan or Housecall Pro?
Yes. New leads go into ServiceTitan as bookings for your office to confirm, and into Housecall Pro as leads and customers with job status and invoice totals coming back.
Sources (checked October 20, 2026)
- ServiceTitan pricing
- ServiceTitan HVAC software
- ServiceTitan AI voice agents
- ServiceTitan Meta ads integration (help center)
- Housecall Pro pricing
- Housecall Pro HVAC software
- Jobber pricing
- Jobber Plus
- FieldEdge pricing
- Service Fusion pricing
- Workiz pricing
Product names are trademarks of their owners; Zuops isn't affiliated with them. Prices change, so check each company's site before you decide.
Turn ad clicks into booked appointments.
Start with your own business or bring every client. Your first ads take minutes, and every new lead gets a reply in seconds.
- Plans from $19/mo
- White-label on every plan
- Cancel anytime