HVAC · Invoicing
Best HVAC Invoicing Software
Data last checked Jun 13, 2026
For an HVAC business, invoicing is cash flow. The faster a technician can turn a completed job into an invoice — and collect payment on the spot — the healthier the books. The right software also keeps estimates, flat-rate pricing, recurring maintenance billing and your accounting system in sync, so nothing slips between the truck and the office.
Below we compare the field-service platforms with the strongest HVAC fit that handle invoicing and payments. Tools are ranked by HVAC fit, then by starting price. Pricing, plans, features and integrations are pulled from our database; editorial verdicts and ratings are written by our team and appear here as they are completed.
Quick take
Editor’s pick
[VERDICTO PENDIENTE] — your recommended tool for this category.
Free plan
Workiz
No-cost tier available
Lowest paid plan
Jobber
From $39
Highest HVAC fit
FieldEdge · ServiceTitan
5/5 trade fit
At a glance
Side-by-side comparison
Ranked by HVAC fit, then starting price. Scroll the table to see every column.
Swipe the table sideways to compare →
| Tool | HVAC fit | Starting price | Free trial | Invoicing & payments | Estimating & quoting | Flat-rate pricebook | Service agreements / memberships | QuickBooks | Stripe | Rating | Visit website |
|---|---|---|---|---|---|---|---|---|---|---|---|
| #1FieldEdgeFieldEdge (Xplor) | 5/5 | Custom | No | Yes | Yes | Yes | Yes | Yes | Not listed | 4.0 | Visit |
| #2ServiceTitanServiceTitan | 5/5 | Custom | No | Yes | Yes | Yes | Yes | Yes | Not listed | 4.3 | Visit |
| #3WorkizWorkiz | 4/5 | Free plan | Yes | Yes | Yes | Limited | Limited | Yes | Yes | 4.0 | Visit |
| #4JobberJobber | 4/5 | From $39 | Yes | Yes | Yes | Limited | Limited | Yes | Yes | 4.2 | Visit |
| #5Housecall ProHousecall Pro | 4/5 | From $59 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 4.4 | Visit |
In depth
Every tool, reviewed
Pricing, capabilities, integrations and our verdict for each platform. Verdicts and ratings are written by our team and appear as they are completed.
FieldEdge
Our verdict
FieldEdge is a long-standing field-service platform built specifically for residential HVAC and plumbing contractors, with one of the deepest QuickBooks integrations in the category alongside solid dispatching, flat-rate pricebook and service-agreement tools. It's a capable, established system rather than a flashy one: pricing is custom-quoted, the interface feels more traditional than the newer SMB tools, and there's no native Stripe or Zapier connection. For an established service business that lives in QuickBooks and wants a proven platform with real pricebook and membership depth, it's a strong fit; shops that want modern self-serve onboarding or built-in card payments may prefer Housecall Pro or Workiz.
Best for: Established residential HVAC and plumbing service businesses that run on QuickBooks and want deep, mature dispatching.
Pricing
Custom quote- CustomQuote-based; ~$100-125/user/mo reported
Key invoicing capabilities
- Invoicing & paymentsYes
- Estimating & quotingYes
- Flat-rate pricebookYes
- Service agreements / membershipsYes
Integrations
- QuickBooks
- QuickBooksYes
- StripeNot listed
Pros
- One of the deepest QuickBooks integrations in the category
- Purpose-built for residential HVAC and plumbing
- Solid flat-rate pricebook and service agreements
- Mature, established dispatching
Cons
- Custom pricing with no public plans
- Interface feels dated next to newer tools
- No native Stripe or Zapier integration
- Less self-serve onboarding
ServiceTitan
Our verdict
ServiceTitan is the most powerful platform in this comparison and the closest thing the trades have to an enterprise standard — deep flat-rate pricebook, robust dispatching, membership and service-agreement management, and reporting built for shops that run on their numbers. That power comes at a real cost: pricing is custom-quoted and sits well above the SMB tools here, onboarding is a project rather than an afternoon, and it connects to QuickBooks but not Stripe or Zapier. For a one-to-three-truck shop it's usually overkill; for a growing HVAC business that has outgrown lighter tools and wants one system to run everything, it's the benchmark.
Best for: Established HVAC and multi-trade contractors ready to invest in an all-in-one platform and a longer-term contract.
Pricing
Custom quote- CustomQuote-based; ~$245-398/tech/mo reported, ~$2-3k/mo min
Key invoicing capabilities
- Invoicing & paymentsYes
- Estimating & quotingYes
- Flat-rate pricebookYes
- Service agreements / membershipsYes
Integrations
- QuickBooks
- QuickBooksYes
- StripeNot listed
Pros
- Deepest feature set: pricebook, dispatch, memberships and reporting
- Built to scale with larger and multi-trade operations
- Strong flat-rate pricebook and service-agreement management
- Native QuickBooks integration
Cons
- Highest, custom-only pricing in this group
- Steep onboarding and learning curve
- Long-term contracts are typical
- No native Stripe or Zapier integration
Workiz
Our verdict
Workiz stands out for communication-heavy field-service businesses: its scheduling, dispatch, customer SMS and built-in phone tools are a real strength, and it's the only platform here with a permanently free Lite plan (capped at 2 users and 20 jobs) plus native Stripe and Zapier. Where it's lighter is depth: flat-rate pricebook and service-agreement features are limited versus the HVAC-focused tools, so shops that price from a standardized book or sell membership plans should look closely. For a small shop that wants to start free, communicate well with customers and take payments on site, Workiz is a practical, budget-friendly choice.
Best for: Small field-service shops that want strong call and SMS handling, a free way to start, and on-site card payments.
Pricing
Free plan- Lite$0 per month (2 users, 20 jobs cap)
- Kickstart$225 per month
- Standard$229 per month
- Pro$270 per month
Key invoicing capabilities
- Invoicing & paymentsYes
- Estimating & quotingYes
- Flat-rate pricebookLimited
- Service agreements / membershipsLimited
Integrations
- QuickBooks
- Stripe
- Zapier
- QuickBooksYes
- StripeYes
Pros
- Permanently free Lite plan to start
- Strong call, SMS and dispatch tools
- Native QuickBooks, Stripe and Zapier
- Good value on paid tiers
Cons
- Limited flat-rate pricebook
- Limited service-agreement and membership features
- Less depth for larger or multi-trade operations
Jobber
Our verdict
Jobber is one of the most user-friendly field-service tools available, with clean scheduling, quoting and invoicing, a polished client experience, and native QuickBooks, Stripe and Zapier. It's built for breadth across home-service trades rather than HVAC depth: its flat-rate pricebook and service-agreement features are limited next to ServiceTitan, FieldEdge or Housecall Pro, so HVAC shops that rely on standardized book pricing or membership programs may outgrow it. For a small plumbing or general home-service business that wants to get organized and get paid fast without complexity, it's hard to beat on ease of use and value.
Best for: Small home-service and general-trade businesses that want the simplest, fastest path to scheduling, invoicing and getting paid.
Pricing
From $39- Core$39 per month (1 user)
- Connect$119 per month (up to 5 users)
- Grow$199 per month
- Plus$599 per month (up to 15 users)
Key invoicing capabilities
- Invoicing & paymentsYes
- Estimating & quotingYes
- Flat-rate pricebookLimited
- Service agreements / membershipsLimited
Integrations
- QuickBooks
- Stripe
- Zapier
- QuickBooksYes
- StripeYes
Pros
- Among the easiest tools to learn and use
- Clean quoting, invoicing and client experience
- Native QuickBooks, Stripe and Zapier
- Affordable entry price with a free trial
Cons
- Limited flat-rate pricebook
- Limited service-agreement and membership tools
- Less HVAC-specific depth than dedicated platforms
Housecall Pro
Our verdict
Housecall Pro hits a sweet spot for residential service businesses: it's genuinely easy to set up, has one of the best technician mobile apps in the category, and still carries the depth that matters — flat-rate pricebook, service agreements, customer SMS, plus native QuickBooks and Stripe so techs can invoice and take card payments on site. Pricing starts reasonably but climbs at the higher tiers, and the most advanced features sit on the pricier plans. For a one-to-many-truck HVAC or home-service shop that wants a polished all-in-one without an enterprise project, it's one of the safest picks here.
Best for: Small-to-midsize residential HVAC and home-service teams that want an easy all-in-one tool with card payments and strong mobile.
Pricing
From $59- Basic$59 per user / month
- Essentials$149 per user / month
- MAX$299 per user / month
Key invoicing capabilities
- Invoicing & paymentsYes
- Estimating & quotingYes
- Flat-rate pricebookYes
- Service agreements / membershipsYes
Integrations
- QuickBooks
- Stripe
- Zapier
- QuickBooksYes
- StripeYes
Pros
- Very easy onboarding and a strong technician mobile app
- Flat-rate pricebook and service agreements included
- Native QuickBooks and Stripe for on-site card payments
- Built-in customer SMS and review tools
Cons
- Costs climb quickly at higher tiers
- Best features gated to pricier plans
- Per-user pricing adds up for larger crews
FAQ
HVAC invoicing software — questions
What should HVAC invoicing software do?
At a minimum it should let technicians create and send invoices from the field, accept card and ACH payments on a phone or tablet, convert estimates into invoices without re-keying, handle flat-rate pricing, and sync everything to your accounting software so the office isn't entering data twice.
Can these tools take payments in the field?
Yes. Every tool in this comparison handles invoicing, and all of them include a technician mobile app, so a tech can build and send the invoice from the job site. To take card payments on the spot you need a payment processor: Workiz, Jobber, and Housecall Pro offer a native Stripe integration, while ServiceTitan and FieldEdge do not. Check the Stripe column on each tool below to confirm.
Do they integrate with QuickBooks?
Yes — every tool in this comparison offers a native QuickBooks integration, which is the most common accounting setup for HVAC shops, so paid invoices and customer records can flow into your books without re-keying. Check the QuickBooks column below to confirm it for each tool, and see the tool's integrations below for any other connections it offers.
How much does HVAC invoicing software cost?
It ranges widely. There is a free tier (Workiz Lite), SMB-focused paid plans roughly in the $39–$599 per month range (Jobber and Housecall Pro), and enterprise platforms such as ServiceTitan and FieldEdge that are quoted custom. See each tool's pricing breakdown below for the current figures and what each plan includes.
Is there free HVAC invoicing software?
Workiz is the only tool here with a permanently free plan: its free Lite tier covers up to 2 users and 20 jobs, which can be enough invoicing capacity for a brand-new one-truck shop. The other four are paid only, though several let you trial them first. Compare the starting prices in the pricing column below to see where each one begins once you outgrow a free plan.