Best HVAC Software for Small Shops (2026)
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Small HVAC shops live on maintenance agreements, flat-rate pricing and financing for replacements. Here's where those features sit in each tool.
Short answer: If maintenance plans and financing drive your revenue, trial Housecall Pro MAX first. Price-sensitive 1 to 2 truck shops can start on Jobber Connect.
| Tool | Entry plan | Free trial | QuickBooks |
|---|---|---|---|
| Housecall Pro | Basic: $59/mo (billed annually) | 14 days on MAX, no credit card | QuickBooks Online sync starts at Essentials |
| Jobber | Core: $29/mo billed annually; $49/mo with no commitment | 14 days on the Grow plan, no credit card | QuickBooks Online sync from Connect up (Xero sync listed too) |
| Workiz | Standard: price shown only in the vendor's interactive pricing page | 7 days, no credit card | QuickBooks Online sync on all plans |
Maintenance agreements
Housecall Pro puts recurring service plans on MAX ($299/mo listed, 8 users). Workiz puts service plans on Ultimate. Jobber handles recurring jobs and automatic payments from Connect.
Flat-rate pricing and financing
Housecall Pro has flat-rate pricing from Essentials and consumer financing on every plan. Workiz has flat rate on Ultimate and consumer financing on all plans. Jobber's pricing page lists optional line items and markups for upselling on Grow, and Jobber Capital financing for the business itself.
Phones and answering
Workiz sells Genius Phone and AI Genius Answering separately. Jobber sells Receptionist at $29/mo. Housecall Pro offers CSR AI as an add-on.
The tools in detail
Housecall Pro
- Basic: $59/mo (billed annually) (1 user)
- Essentials: $149/mo (as listed) (5 users)
- MAX: $299/mo (as listed) (8 users, +$35/mo per extra user)
Contract: No long-term contract required, per its pricing FAQ.
Payments: Card processing from 2.59%; bank payments 1%
- Basic covers online booking, scheduling and dispatch, estimates, invoicing, payments and consumer financing, price book, job costing and review management.
- Essentials adds routes, flat-rate pricing, checklists, photo reports, employee GPS tracking, commissions and QuickBooks Online sync.
- MAX adds the sales proposal tool, recurring service plans, route optimization, open API and a dedicated onboarding specialist.
- Zapier and the open API are on MAX.
- Spanish-language app and Spanish-speaking support.
Jobber
- Core: $29/mo billed annually; $49/mo with no commitment (1 user)
- Connect: from $99/mo billed annually; $139/mo no commitment (1 user (5-user tier from $149/mo annual))
- Grow: from $149/mo billed annually; $199/mo no commitment (1 user (5-user tier from $229/mo annual))
- Plus: from $399/mo billed annually; $499/mo no commitment (5 users)
Contract: Three billing options: monthly no-commitment (cancel anytime), monthly with a 1-year commitment, or annual prepaid (non-refundable).
Payments: Online card 2.9% + 30¢; Tap to Pay 2.7% + 30¢; ACH 1%; instant payout +1%
- Core includes online booking, quotes, invoices, online payments, a simple website and reporting.
- Automated reminders, automatic payments, checklists and QuickBooks Online sync start at Connect.
- Job costing, two-way SMS and custom automations start at Grow.
- Add-ons: Receptionist (AI call/text answering) $29/mo, Pipeline $49/mo, Marketing Suite $99/mo.
- Mobile app usable in Spanish by team members (not admins/owners).
Workiz
- Standard: price shown only in the vendor's interactive pricing page (growing teams)
- Pro: see vendor page (mid-size teams)
- Ultimate: see vendor page (multi-location and franchises)
Contract: Monthly or annual billing; annual is advertised as saving $400+.
Payments: Workiz Pay online payments, estimate deposits, consumer financing and tap to pay (rates on vendor page)
- A built-in phone system (Genius Phone), AI answering (Genius Answering) and marketing (Genius Marketing) are sold separately.
- Automations: 5 on Standard, 10 on Pro, 30 on Ultimate.
- Service plans, inventory, flat rate, checklists, multi-day jobs, open API and Zapier are Ultimate-only.
- Customer quotes on its site lean heavily toward junk removal, locksmith, garage door and HVAC companies.
How we evaluated
We compared published plans, prices, included users, contract terms and payment fees from each vendor's own website on October 12, 2026. We did not run hands-on tests, and we don't publish star ratings or user reviews. Where a vendor doesn't publish a price, we say so. Full method.
FAQ
Is ServiceTitan included?
Not in this guide. It targets larger contractors with sales-quoted pricing, and we only compare tools with public pricing pages.