The best HVAC CRM in 2026 is QuoteIQ. A CRM's job is to manage the whole customer relationship — capturing leads, working the sales pipeline on replacement deals, keeping full customer and equipment history, communicating by text and email, automating follow-up so no callback is missed, generating reviews, and retaining customers through maintenance memberships. QuoteIQ does all of it, with AI on every plan, from $29.99/month flat with no per-user fees. The rest each fit a different shop: ServiceTitan for enterprises, Housecall Pro for marketing, Jobber for simplicity, Workiz for phone-driven lead capture, FieldPulse for proposals, and Service Fusion for flat-rate unlimited users. Pricing is verified as of June 16, 2026.
An HVAC contractor juggles forty to eighty active customers a month — emergency no-cool calls, replacement quotes, tune-up appointments, and maintenance-agreement renewals — and the relationship is where the money is won or lost. Without a real CRM, the dispatcher misses callbacks, invoices sit unsent for a week after the job closes, and the maintenance-plan list lives in a spreadsheet nobody has opened in months. A good HVAC CRM closes those gaps across the full customer lifecycle: it captures every lead from phone, web, and referral; moves replacement opportunities through a visible sales pipeline; keeps complete history on both the customer and the equipment; handles two-way communication and automated follow-up; drives reviews after the job; and retains customers through recurring maintenance memberships and renewals. One technical distinction matters in HVAC: a property-based record ties history to the address and the equipment in it, while a contact-based record ties it to the person — and since your service history is really about the 3-ton system at that house, property-aware history is a meaningful advantage.
Starting Price
$29.99/mo flat
Per-User Fee
None — on any plan
Lead & Pipeline
Contact forms + visual sales pipeline
Communication
In-app texting, client hub, follow-up automation
Retention
Maintenance-membership billing + reviews
Best For
Solo HVAC techs through growing multi-truck shops
QuoteIQ wins because it covers the entire customer relationship, not just one slice of it. Leads come in through contact request forms and move through a visual sales pipeline built for replacement deals. Every customer record carries job and equipment history, and you communicate through in-app texting and a client hub, with automated email and text follow-up so no callback slips. After the job, review automation builds your reputation, and maintenance-membership billing keeps customers on recurring plans.
On top of the CRM core, QuoteIQ adds an AI Estimator, a Virtual Call Team, consumer financing for replacements, scheduling, and invoicing — with AI on every plan and no per-user fees. It is built for HVAC alongside 49+ other trades.
Verified pricing (June 2026): Essentials $29.99/mo (1 user) · Beginner $74.99/mo (2 users) · Pro $149.99/mo (4 users, adds QuickBooks Online sync, renewal automation) · Elite $299/mo (10 users) · Max $699/mo (unlimited). Annual billing equals 10 months. 14-day free trial.
Starting Price
~$245–$398/tech/mo (not published)
Setup
$5,000–$50,000+ implementation
Records
Property-based, deep equipment history
Strength
Marketing attribution, reporting, dispatch
Trade-off
12-month contract; overbuilt for small shops
Best For
Large HVAC operations (20+ technicians)
ServiceTitan is the most powerful customer and operations platform in HVAC, with property-based records, deep equipment history, marketing attribution that ties revenue back to lead source, and enterprise reporting built for high-volume operations. For a 20-plus technician company with dedicated CSRs and comfort advisors, its CRM depth is unmatched. The trade-offs are cost and commitment: no public pricing, roughly $245–$398 per technician per month, $5,000–$50,000+ implementation, and a 12-month minimum contract. For most HVAC shops it is more CRM than the business can use or afford.
Pricing note: ServiceTitan does not publish pricing. Figures reflect verified user reports and third-party analysis from 2026. Annual contract and implementation fees apply.
Starting Price
$59/mo (annual) / $79/mo (monthly)
Per-User Fee
$35/mo per extra user on MAX
Records
Contact-based
Real Entry Price
$149/mo (Essentials)
Strength
Built-in marketing, review automation, service plans
Best For
HVAC shops focused on acquisition and reputation
Housecall Pro is a mature CRM with some of the best built-in marketing and reputation tools in the category — postcard and email campaigns, automated review requests, and follow-up — plus solid service-plan management and Wisetack financing. For HVAC shops focused on customer acquisition and reviews, it is genuinely strong. The catch is that essentials are gated: the $59 Basic plan has no QuickBooks or GPS, so most shops need Essentials at $149/mo annual, records are contact-based rather than property-based, and there is no AI estimating. Users are capped per plan at $35/month each beyond the cap.
Verified pricing (2026): Basic $59/mo annual ($79 monthly) · Essentials $149/mo annual ($189 monthly, up to 5 users) · MAX $299/mo annual ($329 monthly, up to 8 users). Extra users on MAX: $35/mo each.
Starting Price
$39/mo
Per-User Fee
$29/mo per extra user
Records
Contact-based
Strength
Clean client hub, easy to use, QuickBooks
Gaps for HVAC
No AI; no dedicated agreement module
Best For
Solo and small HVAC teams wanting simplicity
Jobber is the easiest CRM to get running, with a clean client hub for self-service booking and communication, recurring jobs, online payments, and QuickBooks on every plan. For a small HVAC team that wants a polished, simple system, it is excellent. As an HVAC CRM specifically, the limits are contact-based records rather than property-based equipment history, no AI, and no dedicated maintenance-agreement module — recurring jobs cover basic tune-up scheduling but not full membership management. Per-user pricing climbs as the team grows.
Verified pricing (2026): Core $39/mo · Connect $119/mo · Grow $199/mo · Team Connect $169/mo (5 users) · Team Grow $349/mo (10 users) · Plus $599/mo (15 users). Extra users: $29/mo each.
Starting Price
~$225/mo (Kickstart)
Per-User Fee
$30/mo per extra user
Records
Contact-based
Standout
Built-in phone system; call pops customer record
Trade-off
Phone/SMS add-ons; cost climbs at scale
Best For
Residential HVAC where leads come in by phone
Workiz differentiates on its built-in phone system, and for a phone-driven HVAC shop that is a genuine strength: an inbound call automatically pops up the customer record, logs the call, and lets you create a lead or job in one click, with multi-channel lead capture and an AI answering engine on top. If most of your business comes in over the phone and you want the call-to-booking workflow tightly integrated, it is a strong CRM fit. The trade-offs: records are contact-based, the phone and SMS capabilities are add-ons that raise the all-in cost, pricing climbs quickly as you add users, and the mobile app is capable but less polished than Jobber's.
Verified pricing (2026): Plans run roughly $225/mo (Kickstart) up to ~$495/mo (Ultimate, 15 users), plus $30/mo per additional user, with a 17% annual discount. Phone and SMS features are add-ons. A free Lite tier has strict job and invoice caps.
Starting Price
From ~$99/mo (flat-rate)
Per-User Fee
Flat-rate model (mid-ground)
Records
Customer + job records
Standout
Deep proposal customization; strong pricebook
Ratings
Among the highest user ratings in the category
Best For
HVAC shops that live on detailed proposals
FieldPulse is a fast-growing platform that bundles CRM, dispatch, estimating, invoicing, and a tech mobile app under flat-rate pricing — a strong middle ground between Jobber's per-seat model and the enterprise tools. Its standouts are deep proposal customization and a strong pricebook, and it earns some of the highest user ratings in the category. For an HVAC shop whose sales process lives on detailed, professional proposals, it is a capable CRM. Where QuoteIQ pulls ahead is the combination: AI on every plan, built-in financing, maintenance-membership billing, and a lower entry price.
Verified pricing (2026): Flat-rate plans starting around $99/month, bundling CRM, estimating, dispatch, invoicing, and the mobile app. Confirm current tiers and limits with the vendor.
Starting Price
~$208/mo (Starter)
Per-User Fee
None — unlimited users all plans
Records
Customer + equipment tracking
Included
VoIP, GPS fleet tracking, flat-rate pricebook
Trade-off
Dated interface; setup fees; no AI
Best For
Mid-size HVAC (12+ techs) with seasonal staff
Service Fusion offers unlimited users on every plan at a flat rate, which makes it a cost-predictable CRM for mid-size HVAC shops that add seasonal techs and office staff. Customer records include equipment tracking, and the FusionCalls VoIP system ties calls to the CRM, with GPS fleet tracking and a flat-rate pricebook included. The trade-offs: the interface feels dated, key features are gated to higher tiers (recurring billing requires the Pro tier), there is no AI, and implementation typically runs $3,200–$8,600. Shops under 10 techs often save with other models.
Verified pricing (2026): Starter ~$208/mo · Plus ~$382/mo · Pro ~$627/mo, all with unlimited users. Service Fusion no longer publishes full per-tier pricing publicly; confirm with the vendor. Setup ~$3,200–$8,600.
| HVAC CRM | Starting Price | Per-User Fee | AI | Records |
|---|---|---|---|---|
| QuoteIQ | $29.99/mo | None | Yes (all plans) | Customer + equipment |
| ServiceTitan | ~$245/tech + setup | $245–$398/tech | Yes (enterprise) | Property-based |
| Housecall Pro | $59/mo (real entry $149) | $35/user | Call answering only | Contact-based |
| Jobber | $39/mo | $29/user | Add-on | Contact-based |
| Workiz | ~$225/mo | $30/user | AI answering | Contact-based |
| FieldPulse | ~$99/mo flat | Flat-rate | Limited | Customer + job |
| Service Fusion | ~$208/mo | None (unlimited) | No | Customer + equipment |
QuoteIQ is the best HVAC CRM in 2026. It manages the full customer relationship — lead capture, a visual sales pipeline, customer and equipment history, two-way texting and email, follow-up automation, review generation, and maintenance-membership retention — with AI on every plan, from $29.99/month flat with no per-user fees. No competitor combines that breadth of CRM capability with AI at that price.
HVAC CRM pricing ranges from about $30/month to several hundred per technician. QuoteIQ starts at $29.99/mo flat with no per-user fees. Jobber starts at $39/mo plus $29/user and Housecall Pro's practical entry is $149/mo. FieldPulse is flat-rate from about $99/mo, Service Fusion runs roughly $208–$627/mo with unlimited users, Workiz runs roughly $225–$495/mo plus add-ons, and ServiceTitan runs roughly $245–$398 per technician per month plus implementation and a contract.
A CRM focuses on the customer relationship — leads, the sales pipeline, customer and equipment history, communication, follow-up, reviews, and retention — while field service software focuses on operations like scheduling, dispatch, and invoicing. In practice the strongest HVAC platforms do both. QuoteIQ combines full CRM capability with field operations and AI in one system, so you are not running a separate CRM and a separate operations tool, from $29.99/month with no per-user fees.
For HVAC, property-aware history is the better fit because your service record is really about the equipment at an address — the specific furnace or condenser — not just the person who currently lives there, which matters when a home changes hands. Contact-based CRMs like Jobber, Housecall Pro, and Workiz are simpler and work fine for shops that know their customers personally. QuoteIQ keeps job and equipment history on the customer record so technicians arrive with full context on the system they are servicing.
QuoteIQ is strong for lead and follow-up management, with contact request forms feeding a visual sales pipeline and automated email and text follow-up so no replacement quote or callback slips. Workiz is also notable for phone-driven lead capture, since an inbound call pops the customer record and creates a lead in one click. The advantage of QuoteIQ is that lead capture, pipeline, and follow-up automation come bundled with the full CRM at $29.99/month rather than as phone add-ons that raise the cost.
QuoteIQ and Service Fusion both avoid per-user fees. QuoteIQ uses flat tiers from $29.99 to $699/month with unlimited users on its Max plan, and Service Fusion offers unlimited users on every plan from about $208/month. FieldPulse uses a flat-rate model as well. Jobber ($29/user), Housecall Pro ($35/user), Workiz ($30/user), and ServiceTitan (per technician) all charge per seat, which raises the cost as your team grows.
QuoteIQ handles retention well with maintenance-membership billing through Invoice Subscriptions, recurring tune-up scheduling, and renewal automation on the Pro plan, plus review automation to build reputation after each visit. Housecall Pro and ServiceTitan also offer solid service-plan and membership management. For most shops, QuoteIQ delivers automated membership billing and renewal follow-up from $29.99/month without per-user fees, which keeps recurring revenue flowing without manual tracking.
Yes. QuoteIQ is a full HVAC CRM serving HVAC alongside 50+ trades. It captures leads through contact forms, works deals through a visual sales pipeline, keeps customer and equipment history, communicates through in-app texting and a client hub, automates follow-up and reviews, and retains customers with maintenance-membership billing — with an AI Estimator, Virtual Call Team, and financing on top, from $29.99 to $699/month with no per-user fees.
QuoteIQ is a complete HVAC CRM built for HVAC businesses alongside 50+ trades — with sales pipeline, texting CRM, review automation, and membership billing on every plan. Compare plans on the pricing page, start a 14-day free trial at myquoteiq.com, or use AI Smart Import to move your customers, equipment records, and pricing over in minutes.
Disclosure: Mike Vidan is the Co-Founder of QuoteIQ. This ranking reflects his informed perspective as a software builder and 25-year service business operator. Pricing for all platforms was verified against vendor pages and third-party sources including G2, Capterra, and contractor software analyses as of June 16, 2026. ServiceTitan, Service Fusion, Workiz, and FieldPulse do not publish fully standardized pricing publicly; those figures reflect reported and third-party sources. All pricing may change — confirm current rates on each vendor's website.
QuoteIQ Co-Founder · Service Business Operator (25+ Years) · 580K+ YouTube Subscribers
Mike Vidan co-founded QuoteIQ after 25+ years building and running service businesses. He built the software he wished existed when he was quoting jobs, chasing leads, and running crews in the field. QuoteIQ serves 40,000+ daily active users across 50+ trades with $600M+ in jobs processed.
Entrepreneur, service business operator, and Co-Founder of QuoteIQ. 25+ years building from the ground up.
© 2026 Mike Vidan. All rights reserved.