All trades · September 30, 2026
Best CRM for Contractors in 2026: How to Choose
The best CRM for contractors in 2026, chosen in four steps by trade, team size, published price and must haves, from a company that makes one of them.
Blog · HVAC
Best HVAC CRM in 2026 for Small and Mid-Size Shops
The best HVAC CRM in 2026 for small and mid-size shops, compared on published price, memberships, dispatch and flat rate by a company that makes one.
Choosing the best HVAC CRM is mostly a question of size. The software that runs a forty truck company will bury a four truck shop in setup, and the app that suits an owner operator runs out of room when the second install crew starts. This buyer guide sorts five products by the shop they fit, using what each company publishes about itself.
Quick answer. The best HVAC CRM for a one or two truck shop in 2026 is usually Jobber or Housecall Pro, because both publish low entry prices. ServiceTitan and FieldEdge fit larger multi truck companies. Cedar House Stack fits a small or mid-size shop that wants memberships, equipment history and one public price per person.
Cedar House Stack publishes this guide and is one of the five products in it. Competitor prices and features were read on each company's own website on September 30, 2026. Where another product is the better fit, we say so.
What is the best HVAC CRM for a small or mid-size shop?
The best HVAC CRM for a small or mid-size shop is the one that books the call, sends the right technician, prices the repair on the spot and keeps the maintenance agreements from slipping, at a cost that makes sense for your truck count. Most shops under ten trucks do not need the largest platform. They need those four things to work every day.
Size is the first filter because pricing follows it. Two of the products below are priced by plan with a set number of users, two are priced by quote, and one is priced per person.
What an HVAC shop needs that a generic CRM does not have
An HVAC shop needs a CRM that understands equipment, agreements and dispatch, which a general sales CRM does not. A contact record with a deal stage is not enough when the customer calls in July and asks which filter their air handler takes.
- Equipment on the address. Make, model, serial, install date and filter size, so the technician arrives knowing the system.
- Maintenance agreements that track themselves. Renewals billed, and every promised tune up surfaced when its window opens.
- A dispatch board. Who is where, what is next, and what happens when a no cool call comes in at two in the afternoon.
- Flat rate options on site. Good, better and best on the customer's phone, signed before the technician leaves.
- Payment at the door. Card or bank, tied to the invoice.
HVAC CRM pricing, as published on September 30, 2026
Three of the five publish at least a starting price, and two ask you to request one. This table is limited to what each pricing page printed on the day we read it.
| Product | Public price | How it is priced | Free trial |
|---|---|---|---|
| ServiceTitan | Not published | Per technician, by request. Three packages: Starter, Essentials, The Works | Demo offered |
| FieldEdge | Not published | By request. Three plans: Select, Premier, Elite, with 2, 4 or 6 mobile licenses included | Demo offered |
| Housecall Pro | From $59 a month, billed annually, for the Basic plan | By plan. Basic covers 1 user. The Max plan includes 8 users, then $35 a month for each additional user | 14 days, no card |
| Jobber | Core from $29 a month, billed annually, for 1 user | By plan and team size. Connect is $99 and Grow is $149 a month for 1 user, billed annually | Yes, no card |
| Cedar House Stack | $99 per user a month, up to 5 users | Per user to 5, then one flat price by team size, from $599 a month for 6 to 10 | 30 days, no card |
Sources: ServiceTitan pricing, FieldEdge pricing, Housecall Pro pricing, Jobber pricing and Cedar House pricing. Jobber was running a limited time discount on the day we read it, so the figures above are the regular prices its page states apply afterward.
ServiceTitan: built for the large shop
ServiceTitan is the platform large residential service companies grow into, and its own pricing page says its pricing is per technician. Every package lists dispatching, scheduling, call booking, invoicing, a pricebook, mobile estimates, payroll management, reporting, commission tracking and customizable memberships.
Where it is the better choice: a company with a call center, a marketing budget it wants tied to booked revenue, and enough technicians to justify a serious rollout. For a three truck shop the question is whether you will use enough of it to earn back the time it takes to set up. Ask for the full price in writing, including onboarding.
FieldEdge: flat rate and service agreements
FieldEdge leans into the two things HVAC and plumbing companies live on, a flat rate pricebook and service agreements. Its plan table lists QuickBooks Online and Desktop on every plan, integrated texting, and multi option quotes from the Premier plan up.
Where it is the better choice: an established shop that keeps its books in QuickBooks Desktop. That is rare support, and FieldEdge lists it on every plan. Pricing is by request.
Housecall Pro: the common first system
Housecall Pro is where many small service companies start, and its pricing page leads with a Basic plan from $59 a month billed annually for one user. Basic lists online booking, invoices and payments, scheduling and dispatching, quotes and review requests. The Max plan includes 8 users, then $35 a month for each additional user, and adds a sales proposal tool and recurring service plans.
Where it is the better choice: a shop with one to five people that wants to be live this week, with online booking from Google and a simple schedule. Check which plan carries service plans before you commit, since agreements are the core of an HVAC business.
Jobber: the low entry price for an owner operator
Jobber publishes the lowest starting price of the five, with its Core plan from $29 a month billed annually for one user. Core covers quotes, scheduling, invoices and online payments. The Connect plan adds automated reminders, automatic payments and a QuickBooks Online sync, and Grow adds job costing and two way texting.
Where it is the better choice: an owner operator or a two person shop that mostly needs quotes, a calendar and invoices that get paid. Jobber serves many trades, so look closely at how it handles equipment records and maintenance agreements for HVAC.
Cedar House Stack: memberships and equipment that stay with the house
Cedar House Stack is our product. It is built around the address, so every visit, photo, invoice and piece of equipment hangs off the home. When the owner changes, your history with that furnace does not.
For an HVAC shop that means a membership engine that bills renewals and surfaces each promised visit when its window opens, equipment records with make, model, serial, install date and filter size, good, better and best options the customer signs on their phone, a schedule with a day sheet for each technician, invoices with online payment through your own Stripe account, and payroll and commissions figured from the work. Cedar House Field gives the technician the day's visits on a phone for $25 a month.
The price is public: $99 per user a month for up to 5 users, then one flat price for your team size, starting at $599 a month for 6 to 10 users. Every feature is in every seat, and the trial is 30 days with no card. If you are coming from ServiceTitan, our move guide explains how the equipment list and the live membership book come across. The HVAC edition of our front page has the rest.
Who should not pick Cedar House Stack for HVAC
We are the newest of the five, and there are HVAC companies we would point elsewhere today.
- A one person shop on a tight budget. Jobber at $29 a month is less than a single Stack seat.
- A company that needs online booking from Google on day one. Housecall Pro leads with it on its lowest plan.
- A shop that depends on QuickBooks Desktop. FieldEdge lists it on every plan.
- A company with a staffed call center and dozens of technicians. ServiceTitan was built for that.
Seven questions to ask on an HVAC software demo
Ask every vendor the same seven questions, and write the answers side by side. The differences show up fast.
- What is the total monthly price for my exact number of office staff and technicians, and what does onboarding cost?
- Show me a maintenance agreement renewing, and show me what happens when a promised visit is missed.
- Show me the equipment record for one home, and how a technician sees it in the driveway.
- Build a three option quote and let me sign it on my own phone.
- What is the contract length, and what does it cost to leave early?
- Can I export my customers, equipment and agreements to a file, today, by myself?
- Who answers when I call for help, and how long does it take?
If your company also does roofing or other exterior work, our roofing CRM comparison covers that side, and the broader guide to the best CRM for contractors helps you choose across trades.
HVAC software questions from shop owners
How much does HVAC CRM software cost per month?
On September 30, 2026 the published starting prices were $29 a month for Jobber's Core plan and $59 a month for Housecall Pro's Basic plan, both billed annually for one user, and $99 per user a month for Cedar House Stack. ServiceTitan and FieldEdge do not publish prices, so ask each for a written quote that includes onboarding.
Is ServiceTitan too much for a small HVAC company?
It can be. ServiceTitan prices per technician by quote and is built for companies with office staff, call booking and marketing to track. A shop with two or three trucks often uses a small part of it. Ask for the full price with onboarding, then compare it with what a simpler product would cost you over a year.
What is the difference between an HVAC CRM and field service software?
In practice they overlap. A CRM tracks customers, leads and sales. Field service software adds dispatch, work orders, technician apps and invoicing. Most HVAC products sold as either one now do both, so compare what each actually does for agreements, equipment and dispatch instead of what it calls itself.
Can I bring my maintenance agreements with me when I switch HVAC software?
Often yes, if your current system can export them to a spreadsheet. Ask the new vendor exactly which fields come across, such as plan name, price, renewal date and visits owed, and whether anyone is billed at import. Cedar House Stack imports a membership export with a preview first, and no one is charged until their next renewal date.
Cedar House Stack publishes this blog and makes one of the products written about here. Where another company's price or feature is quoted, it was read from that company's own public pages on the date shown beside it.