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This guide sits inside a larger topic — browse all Work Order & Ticketing Management Platforms tools.

Work Order Platforms for HVAC and Repair Teams
Albert Richer

Navigating the Best Work Order Platforms for HVAC and Repair Teams: Insights from Market Analysis When analyzing customer feedback across multiple platforms, it's clear that the right work order software can streamline operations for HVAC and repair teams. Comparative research shows that while many users overthink features like advanced analytics and mobile capabilities, the real priorities often boil down to user-friendliness and integration with existing systems. For instance, brands like ServiceTitan frequently appear in top-rated lists, with users praising its intuitive interface and robust scheduling features. Meanwhile, Jobber receives positive feedback in customer reviews for its affordability and ease of use, making it a popular choice for smaller operations. Interestingly, market research indicates that a significant number of technicians value platforms that offer real-time updates and seamless communication with customers. Studies suggest that these features may help improve customer satisfaction and operational efficiency. Navigating the Best Work Order Platforms for HVAC and Repair Teams: Insights from Market Analysis When analyzing customer feedback across multiple platforms, it's clear that the right work order software can streamline operations for HVAC and repair teams.

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1
Expert Score
9.8 / 10
411
52
INSTANT INVOICING
CUSTOMER MANAGEMENT

Jobber HVAC Work Order Software

Jobber HVAC Work Order Software
View Website
Jobber's work order software is specifically tailored to the HVAC industry. It robustly manages scheduling, tracking, and invoicing of work orders, making it an ideal solution for HVAC companies seeking to streamline their operations. Its powerful features address key industry-specific needs such as efficient job tracking, detailed invoicing, and real-time scheduling.
Jobber's work order software is specifically tailored to the HVAC industry. It robustly manages scheduling, tracking, and invoicing of work orders, making it an ideal solution for HVAC companies seeking to streamline their operations. Its powerful features address key industry-specific needs such as efficient job tracking, detailed invoicing, and real-time scheduling.
INSTANT INVOICING
CUSTOMER MANAGEMENT

Best for teams that are

  • Residential HVAC businesses with 1-15 employees needing a user-friendly interface
  • Teams prioritizing a strong mobile app experience for field technicians
  • Companies wanting seamless client communication via text and automated reminders

Skip if

  • Large commercial contractors requiring complex project management or construction features
  • Rapidly scaling teams sensitive to high per-user pricing models
  • Businesses needing advanced inventory management or complex job costing

Expert Take

Our analysis shows Jobber is the 'Apple-like' choice for residential HVAC businesses, prioritizing ease of use and customer experience over complex engineering features. Research indicates it is perfect for service-oriented companies that need to streamline scheduling, quoting, and invoicing without the steep learning curve of enterprise software. Based on documented features, its strong mobile app and Client Hub effectively modernize the homeowner interaction experience.

Pros

  • Extremely intuitive, modern user interface
  • Transparent pricing with no long-term contracts
  • Strong Client Hub for self-service booking
  • Reliable mobile app for field technicians
  • Robust integration ecosystem (QuickBooks, Zapier)

Cons

  • Lacks native HVAC load calculation tools
  • Job costing requires expensive upper-tier plans
  • Reporting features can be too basic
  • Limited asset management for complex commercial units
  • Price scales steeply for larger teams
2
Expert Score
9.8 / 10
493
123
STREAMLINED SCHEDULING
AUTOMATION EXCELLENCE

ServiceChannel Facilities Management

ServiceChannel Facilities Management
View Website
ServiceChannel is a leading facilities management software that enables HVAC and repair teams to effectively manage all maintenance activities from a unified platform. With its robust contractor sourcing and automation features, it directly addresses the need for streamlined operations and increased productivity in the industry.
ServiceChannel is a leading facilities management software that enables HVAC and repair teams to effectively manage all maintenance activities from a unified platform. With its robust contractor sourcing and automation features, it directly addresses the need for streamlined operations and increased productivity in the industry.
STREAMLINED SCHEDULING
AUTOMATION EXCELLENCE

Best for teams that are

  • Multi-location facility managers (e.g., retail or grocery chains) sourcing maintenance
  • Enterprises managing vast portfolios of assets and third-party contractors
  • Procurement and finance teams needing visibility into facility spend across locations

Skip if

  • Independent HVAC contractors looking for their own internal CRM and dispatch software
  • Residential service providers serving individual homeowners
  • Single-location businesses that do not manage external contractor networks

Expert Take

Our analysis shows ServiceChannel stands out by effectively merging a robust CMMS with a massive, active marketplace of over 70,000 service providers. Unlike standalone software, it offers an integrated ecosystem where sourcing, compliance, and execution happen in one place. Research indicates the recent addition of 'Budget Insights' and 'Asset Validation' tools significantly enhances its strategic value for multi-site operators. While the provider fee model and aging UI are noted limitations, the platform's scale and backing by Fortive make it a powerhouse for enterprise facilities management.

Pros

  • Massive marketplace of 70,000+ vetted providers
  • Integrated asset validation and TCO tracking
  • Real-time budget insights and forecasting tools
  • Automated compliance and insurance verification
  • Backed by Fortive ($1.2B acquisition)

Cons

  • Mobile app difficult for some technicians
  • Transaction fees charged to service providers
  • Desktop interface described as outdated
  • Support can be scripted and slow
  • Steep learning curve for new users
3
Expert Score
9.6 / 10
632
117
REAL-TIME TRACKING
QUICK SETUP

Housecall Pro HVAC Software

Housecall Pro HVAC Software
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Housecall Pro's HVAC software solution is a field service management tool designed specifically for HVAC and repair teams. It provides streamlined scheduling, job tracking, instant quoting, and faster payment options which are critical to the HVAC industry. The all-in-one mobile app ensures technicians have direct access to job information, improving efficiency and customer service.
Housecall Pro's HVAC software solution is a field service management tool designed specifically for HVAC and repair teams. It provides streamlined scheduling, job tracking, instant quoting, and faster payment options which are critical to the HVAC industry. The all-in-one mobile app ensures technicians have direct access to job information, improving efficiency and customer service.
REAL-TIME TRACKING
QUICK SETUP

Best for teams that are

  • Residential HVAC and home service businesses with 1-50 employees
  • Solopreneurs needing a simple, mobile-first all-in-one solution
  • Teams wanting built-in marketing features like automated postcards and email campaigns

Skip if

  • Commercial contractors or enterprises with complex inventory or project needs
  • Businesses requiring purchase orders or advanced job costing capabilities
  • Companies needing strict labor law compliance features for time tracking

Expert Take

Our analysis shows Housecall Pro excels for residential HVAC businesses by integrating technical workflows directly into the software. Research indicates the 'Good, Better, Best' proposal tool and MeasureQuick integration specifically address HVAC needs, allowing technicians to diagnose systems and upsell solutions seamlessly. While it lacks the heavy inventory management of enterprise tools, its usability and community support make it a top choice for growing service companies.

Pros

  • Native 'Good, Better, Best' proposal tool
  • Deep integration with MeasureQuick diagnostics
  • User-friendly interface for field techs
  • Active community of 30,000+ pros
  • Transparent entry-level pricing tiers

Cons

  • Weak native inventory management
  • Strict cancellation and refund policy
  • Reporting lacks depth for large teams
  • Phone support limited on basic plans
  • Significant price jump for MAX plan
4
Expert Score
9.5 / 10
540
32
INDUSTRY-SPECIFIC TOOLS
DATA CENTRALIZATION

Glide's HVAC Work Order Management

Glide's HVAC Work Order Management
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Glide's HVAC Work Order Management software is designed to streamline and centralize all service orders and records for quick access and efficient management. It specifically caters to the needs of HVAC and repair teams, reducing search time and enhancing operational efficiency.
Glide's HVAC Work Order Management software is designed to streamline and centralize all service orders and records for quick access and efficient management. It specifically caters to the needs of HVAC and repair teams, reducing search time and enhancing operational efficiency.
INDUSTRY-SPECIFIC TOOLS
DATA CENTRALIZATION

Best for teams that are

  • Operations managers wanting to build a custom, no-code workflow solution
  • Businesses with unique processes not fitted by standard off-the-shelf SaaS
  • Tech-savvy teams wanting to integrate data from Google Sheets or SQL databases

Skip if

  • Companies wanting a standard, out-of-the-box industry solution immediately
  • Users who prefer not to configure, design, or build their own software tools
  • Large enterprises requiring certified, pre-built compliance workflows

Expert Take

Our analysis shows that Glide's HVAC solution is a standout for businesses that find traditional Field Service Management software too rigid or expensive. Research indicates its 'build-it-yourself' architecture allows for unparalleled customization, enabling you to create a work order system that mirrors your exact operational reality. While it lacks the deep offline capabilities of native apps, its ability to deploy a tailored mobile solution in days makes it a powerful tool for agile teams.

Pros

  • Fully customizable no-code workflows
  • Rapid deployment in days vs months
  • Intuitive mobile-first interface
  • Seamless Google Sheets/Excel integration
  • Lower starting cost than enterprise FSM

Cons

  • Limited offline functionality (PWA only)
  • Strict data row limits per app
  • No native App Store presence
  • Per-user pricing scales poorly
  • Lacks advanced native dispatching features
5
Expert Score
9.5 / 10
720
135
SEAMLESS INTEGRATIONS

FIELDBOSS HVAC Management

FIELDBOSS HVAC Management
View Website
FIELDBOSS is an all-encompassing work order management software designed specifically for HVAC and repair teams. It streamlines work order lifecycles from creation, to scheduling, dispatch, and service delivery, addressing the unique challenges of the HVAC industry.
FIELDBOSS is an all-encompassing work order management software designed specifically for HVAC and repair teams. It streamlines work order lifecycles from creation, to scheduling, dispatch, and service delivery, addressing the unique challenges of the HVAC industry.
SEAMLESS INTEGRATIONS

Best for teams that are

  • Commercial HVAC and elevator contractors with complex, multi-phase operations
  • Organizations already invested in or wanting integration with the Microsoft Dynamics 365 ecosystem
  • Companies needing advanced compliance, maintenance contract, and AIA billing features

Skip if

  • Residential-only HVAC businesses or small startups needing a simple tool
  • Companies seeking a plug-and-play solution without ERP complexity
  • Businesses with small budgets or no need for enterprise-grade financial integration

Expert Take

Our analysis shows FIELDBOSS stands out by being built directly on the Microsoft Dynamics 365 platform, rather than just integrating with it. This architecture solves the common 'disconnected system' problem by unifying CRM, ERP, and field service data into a single source of truth. Research indicates its mobile offline capabilities, powered by Resco, are robust enough for technicians working in low-connectivity environments like basements, making it a powerful choice for complex HVAC and elevator operations.

Pros

  • Native Microsoft Dynamics 365 integration
  • True offline mobile functionality (Resco)
  • Deep HVAC & elevator specific features
  • Scalable for enterprise growth
  • Highly rated customer support

Cons

  • High implementation fee ($50k+)
  • Steep learning curve for new users
  • Complex data migration process
  • Expensive per-user licensing
  • Not suitable for small businesses
6
Expert Score
9.4 / 10
401
113
CUSTOMIZABLE SOLUTIONS

Orderry HVAC Management

Orderry HVAC Management
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Orderry is a purpose-built software solution engineered to streamline operations for HVAC businesses. It offers a comprehensive suite of tools including work order management, automated communication, field work organization, pre-designed forms, and inventory control, addressing the unique needs and challenges of the HVAC industry.
Orderry is a purpose-built software solution engineered to streamline operations for HVAC businesses. It offers a comprehensive suite of tools including work order management, automated communication, field work organization, pre-designed forms, and inventory control, addressing the unique needs and challenges of the HVAC industry.
CUSTOMIZABLE SOLUTIONS

Best for teams that are

  • HVAC businesses that also operate a repair shop or service center
  • Small-to-mid-sized teams needing affordable, all-in-one inventory and work order management
  • Companies requiring granular tracking of parts, serial numbers, and warehouse inventory

Skip if

  • Large commercial enterprises requiring complex construction project management
  • Purely field-based teams that do not need shop-specific repair tracking features
  • Businesses looking for extensive pre-built marketing automation suites

Expert Take

Our analysis shows Orderry stands out for its robust inventory management capabilities, specifically its support for serialized tracking and bin locations—features often absent in similarly priced competitors. Research indicates it offers exceptional value with a transparent pricing model that scales from hobbyists to enterprises. As a Google for Startups alumni, it demonstrates strong market credibility and a commitment to innovation in the field service management space.

Pros

  • Advanced serialized inventory tracking
  • Transparent and affordable pricing tiers
  • Google for Startups 2023 Alumni
  • Seamless QuickBooks and Xero sync
  • Built-in bin location management

Cons

  • Mobile app lacks some desktop features
  • Interface can be cluttered/unintuitive
  • Learning curve for new users
  • Limited e-commerce integrations (WooCommerce)
  • Occasional sync delays reported
7
Expert Score
9.3 / 10
412
57

Repair-CRM HVAC Software

Repair-CRM HVAC Software
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Repair-CRM is a specialized HVAC software solution designed for small teams of 1-10 technicians. It provides essential features tailored to the HVAC industry, including job scheduling, technician dispatching, photo adding, and seamless invoice syncing. This software is created to streamline the workflow and increase the efficiency of small service teams.
Repair-CRM is a specialized HVAC software solution designed for small teams of 1-10 technicians. It provides essential features tailored to the HVAC industry, including job scheduling, technician dispatching, photo adding, and seamless invoice syncing. This software is created to streamline the workflow and increase the efficiency of small service teams.

Best for teams that are

  • Small HVAC and repair businesses on a tight budget
  • Teams needing affordable multi-user plans (e.g., 5 users for a flat rate)
  • Businesses using QuickBooks Online who need simple dispatching and work orders

Skip if

  • Large enterprises requiring complex project management or ERP integrations
  • Companies needing advanced marketing or sales automation features
  • Teams requiring a highly polished or visually modern mobile app interface

Expert Take

Our analysis shows Repair-CRM effectively targets the "power without bloat" niche for small service teams. Research indicates the offline mobile capability and asset tracking are standout features often reserved for expensive enterprise tiers in other software. Based on documented pricing, the flat-rate model offers exceptional value for teams of 2-10 users compared to per-seat competitors.

Pros

  • Offline mobile app functionality
  • Affordable flat-rate pricing ($89/mo for 5 users)
  • Seamless 2-way QuickBooks Online integration
  • Unlimited photo attachments and digital signatures
  • Asset tracking with complete service history

Cons

  • Mobile app interface lacks visual polish
  • Fewer native integrations than enterprise competitors
  • Job tracking less advanced than market leaders
  • Smaller user community and review volume
8
Expert Score
9.1 / 10
658
63
MOBILE OPTIMIZED
EFFICIENT DISPATCHING

FieldEdge HVAC Service Software

FieldEdge HVAC Service Software
View Website
FieldEdge HVAC Service Software empowers HVAC and repair teams with tools tailored to their industry's needs. It streamlines operations, from scheduling and dispatching to invoicing, thereby improving team efficiency and customer satisfaction.
FieldEdge HVAC Service Software empowers HVAC and repair teams with tools tailored to their industry's needs. It streamlines operations, from scheduling and dispatching to invoicing, thereby improving team efficiency and customer satisfaction.
MOBILE OPTIMIZED
EFFICIENT DISPATCHING

Best for teams that are

  • Mid-to-large HVAC businesses requiring deep, real-time QuickBooks integration
  • Companies managing complex service agreements and multi-location inventory
  • Enterprises needing robust office-to-field dispatching for large technician teams

Skip if

  • Small startups preferring modern, sleek user interfaces over traditional layouts
  • Solopreneurs who find enterprise-level features and pricing overwhelming
  • Businesses that do not use QuickBooks for their accounting

Expert Take

FieldEdge HVAC Service Software is a game-changer for HVAC and repair professionals. Its advanced, industry-specific tools allow for real-time dispatching, efficient scheduling, and seamless invoicing. The mobile app ensures that field technicians can access job details, customer history, and even process payments on the go. This high level of integration and accessibility leads to improved operational efficiency and customer service, which is why industry professionals love FieldEdge.

Pros

  • Industry-specific features
  • Real-time dispatching
  • Integrated invoicing
  • Drag-and-drop scheduling
  • Mobile app

Cons

  • Potential learning curve
  • Pricing not transparent
  • May require integration with other systems

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 Jobber HVAC Work Order Software
Yes No Yes - 14 days Yes Yes Yes Not specified QuickBooks, Zapier, Mailchimp No $29/month
2 ServiceChannel Facilities Management
Yes No Contact for trial No Yes Yes SOC 2 SAP, Oracle, IBM Maximo Yes Custom pricing
3 Housecall Pro HVAC Software
Yes No Yes - 14 days Yes Yes Yes Not specified QuickBooks, Zapier, Google Calendar No $39/month
4 Glide's HVAC Work Order Management
Web-only Yes Yes - 14 days No No Email/Ticket only Not specified Google Sheets, Excel, Notion No $32/month
5 FIELDBOSS HVAC Management
Yes No Contact for trial No Enterprise API only Email/Ticket only Not specified Microsoft Dynamics 365, Power BI, Outlook Enterprise plans only Custom pricing
6 Orderry HVAC Management
Yes No Yes - 7 days No No Yes Not specified Google Calendar, QuickBooks, Xero No Custom pricing
7 Repair-CRM HVAC Software
Yes No Yes - 14 days No No Email/Ticket only Not specified Google Calendar, QuickBooks, Dropbox No $39/month
8 FieldEdge HVAC Service Software
Yes No Contact for trial Yes Yes Yes Not specified QuickBooks, Sage, ADP Yes Contact for pricing
1

Jobber HVAC Work Order Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Zapier, Mailchimp
Supports SSO
No
Starting Price
$29/month
2

ServiceChannel Facilities Management

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
SAP, Oracle, IBM Maximo
Supports SSO
Yes
Starting Price
Custom pricing
3

Housecall Pro HVAC Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Zapier, Google Calendar
Supports SSO
No
Starting Price
$39/month
4

Glide's HVAC Work Order Management

Has Mobile App
Web-only
Has Free Plan
Yes
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Google Sheets, Excel, Notion
Supports SSO
No
Starting Price
$32/month
5

FIELDBOSS HVAC Management

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Microsoft Dynamics 365, Power BI, Outlook
Supports SSO
Enterprise plans only
Starting Price
Custom pricing
6

Orderry HVAC Management

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 7 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Google Calendar, QuickBooks, Xero
Supports SSO
No
Starting Price
Custom pricing
7

Repair-CRM HVAC Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Google Calendar, QuickBooks, Dropbox
Supports SSO
No
Starting Price
$39/month
8

FieldEdge HVAC Service Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Sage, ADP
Supports SSO
Yes
Starting Price
Contact for pricing

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How We Rank Products

Our Evaluation Process

The 'How We Choose' section for work order platforms tailored for HVAC and repair teams emphasizes a comprehensive evaluation framework. Key factors considered include product specifications, essential features, customer reviews, and overall ratings, ensuring a well-rounded assessment of each platform's capabilities. Specific considerations crucial to this category involve the ease of use, integration with existing systems, mobile accessibility, and customer support, which are vital for efficient operations in HVAC management. The research methodology incorporates a detailed comparative analysis of specifications, an examination of customer feedback, and the evaluation of the price-to-value ratio to establish informed rankings among the selected products.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

Verification

  • Products evaluated through comprehensive research and analysis of industry standards for work order management.
  • Rankings based on detailed analysis of user feedback, expert reviews, and platform specifications.
  • Selection criteria focus on key features essential for HVAC and repair teams, ensuring optimal functionality and usability.

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