HVAC is two businesses. Service calls close on the spot; replacement and install quotes go home with the homeowner and get compared against two more bids. Most HVAC CRM reviews rank dispatch features. This one ranks the six common options on what happens after the replacement quote goes out.
An HVAC company needs dispatch, pricebook, service agreements and invoicing to run the day. The CRM piece — the part that tracks a replacement quote from “sent” to “signed or lost” — is often bolted on. Before comparing brands, ask whether the tool shows every open replacement and install quote with an owner and a next action, and whether follow-up can run on a schedule that stops the moment the homeowner replies.
Maintenance agreements are the second CRM job. Expiring agreements need a nudge before they lapse, not after. If the tool can’t see agreement dates and trigger a touch, renewals will slip quietly every month.
| Tool | Best fit | What it does well | Where quotes still die |
|---|---|---|---|
| ServiceTitan | Residential and commercial HVAC, typically $3M+ | Full platform: dispatch, pricebook, proposals, financing, marketing and reporting | Expensive and implementation-heavy; follow-up still needs an owner inside the shop |
| Housecall Pro | Residential HVAC and home services under roughly $3M | Quick setup, sales proposals, online booking and automated customer communication | Pipeline visibility for big-ticket quotes is lighter than enterprise tools |
| FieldEdge | HVAC-centric shops that live in QuickBooks | Service agreements, flat-rate pricebook and tight QuickBooks integration | Sales follow-up and marketing are not its strong suit |
| Jobber | Small HVAC companies with mixed home-service work | Simple quoting, scheduling and invoicing with quote follow-up reminders | Less HVAC-specific depth (agreements, pricebook) |
| Workiz | Small service companies that want calls and jobs in one place | Built-in phone system, scheduling and job management | Smaller ecosystem for HVAC-specific workflows |
| ServiceTrade | Commercial mechanical and fire/life-safety contractors | Commercial service agreements, deficiency quoting and customer portals | Not designed for residential replacement sales |
Positioning summarized from vendor materials and operator experience as of 2026-09. Features and pricing change; confirm with each vendor. No vendor paid for placement.
A 20–30 minute operator-led Revenue Leak Audit looks at what happens to your quotes after they go out and names up to three observable leaks. Complimentary for qualified HVAC companies. No software to buy.
Apply for a Revenue Leak Audit →The homeowner has three bids on the counter. The contractor who follows up is the one who stays in the conversation. Dispatchers can’t chase quotes — they are answering the phone and moving trucks. Comfort advisors are on the next appointment. So the $9,000 system quote sits, and the company that installed a follow-up cadence wins the comparison without being the cheapest.
Every tool above can store a customer, build a quote, and send a reminder. What none of them can do is own the outcome. A follow-up sequence only recovers revenue if someone configures it for your quote types, watches the exceptions, adjusts the timing after the first month, and fixes it when a field or an integration breaks. In most companies that someone is the owner or the office manager, on a busy Tuesday, with a phone that won't stop ringing. That is why so many CRMs are paid for and half-used: the software is fine; the operating of it never got assigned.
Under about $2M in residential service, Housecall Pro, Jobber or Workiz will run the company with little implementation. Between $2M and $10M with multiple trucks and a real pricebook, FieldEdge or ServiceTitan earn their cost — ServiceTitan especially if you want marketing attribution and financing built in. Commercial mechanical work points to ServiceTrade. In every case, name the person who owns quote follow-up and agreement renewals before you sign, because the software will not do that assignment for you.
PeakReach takes the other side of that line. We don't sell a CRM license; we install and operate a Revenue Recovery System around the tools you already quote from — every estimate tracked, followed up on schedule, and accounted for in a weekly report of verified activity. There is a CRM and pipeline underneath; you get the outcome, and we run the machinery. See what that looks like for HVAC companies, or start with a 20–30 minute Revenue Leak Audit.
Smaller residential shops most often run Housecall Pro or Jobber; larger multi-truck companies gravitate to ServiceTitan or FieldEdge. Commercial mechanical contractors more often use ServiceTrade.
FieldEdge and ServiceTitan handle agreements natively; Housecall Pro and Jobber cover recurring plans more simply. Whichever you use, someone has to own the renewal touch before the agreement lapses.
It ranges from a low monthly fee per user for small-business tools to significant implementation plus per-technician pricing for enterprise platforms. Ask each vendor for current pricing; it changes often.
No. PeakReach connects and manages the follow-up workflow around your approved system of record whenever the data is usable, and reports verified activity every week.
Related: HVAC companies — the Revenue Recovery System · How to follow up on estimates · All resources
A 20–30 minute operator-led Revenue Leak Audit, plus a one-page Revenue Leak Snapshot. No software to buy.
