HVAC · Service Agreement
Best HVAC Service Agreement Software
Data last checked Jun 13, 2026
For an HVAC business, the difference between a slow winter and a steady year is often the size of your maintenance plan book. Service agreements turn one-off repair customers into recurring revenue: scheduled spring AC and fall furnace tune-ups, priority service, and members who call you first instead of shopping around. The right software lets you auto-bill those memberships month after month, surface which agreements are due for renewal, and stop tune-ups from slipping through the cracks, all of which protects retention and keeps your techs busy in the shoulder seasons.
We compared five platforms HVAC contractors actually use to run agreements and memberships: ServiceTitan, FieldEdge, Workiz, Jobber, and Housecall Pro. Tools are ranked by HVAC fit first, then by starting price (with custom-quote products listed last where price isn't public). The table below breaks down service agreements, invoicing, customer SMS, and the integrations that matter for auto-billing, native QuickBooks and Stripe, so you can see how each tool handles recurring memberships at a glance. Pricing and feature data come from our database.
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 | Service agreements / memberships | Invoicing & payments | Customer SMS / comms | QuickBooks | Stripe | Rating | Visit website |
|---|---|---|---|---|---|---|---|---|---|---|
| #1FieldEdgeFieldEdge (Xplor) | 5/5 | Custom | No | Yes | Yes | Yes | Yes | Not listed | 4.0 | Visit |
| #2ServiceTitanServiceTitan | 5/5 | Custom | No | Yes | Yes | Yes | Yes | Not listed | 4.3 | Visit |
| #3WorkizWorkiz | 4/5 | Free plan | Yes | Limited | Yes | Yes | Yes | Yes | 4.0 | Visit |
| #4JobberJobber | 4/5 | From $39 | Yes | Limited | Yes | Yes | Yes | Yes | 4.2 | Visit |
| #5Housecall ProHousecall Pro | 4/5 | From $59 | 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 service agreement capabilities
- Service agreements / membershipsYes
- Invoicing & paymentsYes
- Customer SMS / commsYes
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 service agreement capabilities
- Service agreements / membershipsYes
- Invoicing & paymentsYes
- Customer SMS / commsYes
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 service agreement capabilities
- Service agreements / membershipsLimited
- Invoicing & paymentsYes
- Customer SMS / commsYes
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 service agreement capabilities
- Service agreements / membershipsLimited
- Invoicing & paymentsYes
- Customer SMS / commsYes
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 service agreement capabilities
- Service agreements / membershipsYes
- Invoicing & paymentsYes
- Customer SMS / commsYes
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 service agreement software — questions
Which of these tools fully support HVAC maintenance plans and memberships?
In our service agreements column, ServiceTitan, FieldEdge, and Housecall Pro are marked as full support for maintenance plans and memberships, while Jobber and Workiz are listed as limited. If recurring tune-up agreements and auto-billed memberships are the core of your business, lean toward the tools with full support. Check the service agreements column in the table to compare each one directly.
Can I auto-bill recurring HVAC memberships through these platforms?
Auto-billing memberships usually depends on a connected payment processor, so check the Stripe column. Stripe is available on Workiz, Jobber, and Housecall Pro, but not on ServiceTitan or FieldEdge in our data. All five offer native QuickBooks and built-in invoicing, so your agreement billing can still flow into your books regardless of which tool you pick.
Will these tools send tune-up reminders to my HVAC customers?
Yes. All five tools, ServiceTitan, FieldEdge, Workiz, Jobber, and Housecall Pro, include customer SMS, which you can use to remind members about upcoming seasonal tune-ups, confirm appointments, and reduce no-shows. Combined with service agreement tracking, this helps you keep recurring visits on the calendar and protect renewals.
How much does HVAC service agreement software cost?
It varies widely, so check each tool's pricing in the table below. Workiz offers a free Lite plan ($0 for 2 users with a 20-job cap) plus paid tiers, Jobber starts at $39/month, and Housecall Pro starts at $59 per user/month. ServiceTitan and FieldEdge are custom-quote only with no public price, so you'll need to request a quote from those vendors.
Do all of these integrate with QuickBooks for my agreement billing?
Yes, all five tools offer native QuickBooks integration, as shown in the QuickBooks column, so your membership and service agreement invoicing can sync to your accounting without manual re-entry. Workiz, Jobber, and Housecall Pro additionally support Stripe for card-based recurring billing (other integrations like Zapier are listed in the tool's integrations below), while ServiceTitan and FieldEdge integrate with QuickBooks only in our data.