HVAC companies need a CRM that does more than track contacts - it must integrate dispatch, dialer, invoicing, and a field tech app. #1 Chillead ($49/mo) is the best value with everything built in. #2 ServiceTitan is best for 50+ truck enterprises. #3 Jobber is simplest for solo operators.
Not every CRM works for HVAC. A platform designed for SaaS sales teams (HubSpot, Salesforce) doesn't understand that your "pipeline" starts with a phone call from a homeowner with no AC in July and ends with a technician completing a job and requesting a Google review.
Here's what HVAC companies actually need - and which platforms deliver.
What Makes an HVAC CRM Different
An HVAC CRM must handle the full lifecycle:
- Lead capture - Inbound calls, web forms, and Google Ads leads auto-created as contacts
- Speed-to-lead - Built-in dialer or missed-call automation to contact leads in under 5 minutes
- Dispatch integration - Pipeline stages that connect directly to the dispatch board
- Field tech sync - Technician updates (job started, completed, photos) flow back to the CRM
- Post-job automation - Review requests, follow-up estimates, and reactivation campaigns
If your CRM can't do all 5, you're bolting tools together and creating data silos.
The 2026 Rankings
#1 Chillead - Best Overall Value The only CRM that includes auto-dialer, dispatch, invoicing, and field tech app in every plan. $49/mo with no per-user fees. Best for teams of 1-30. Full HVAC guide →
#2 ServiceTitan - Best for Enterprise The most feature-rich CRM/FSM for large HVAC operations. Pricebook management, multi-location routing, and enterprise reporting. $245/mo+ with $5K setup. Best for 50+ truck operations.
#3 Jobber - Best for Solo Operators Clean, simple, easy to learn. Great quoting and scheduling. No dialer, limited CRM pipeline. $69/mo base with per-user add-ons. Best for 1-5 person teams.
#4 HouseCall Pro - Best QuickBooks Integration Strong two-way QuickBooks sync and consumer booking page. No built-in dialer. Per-user pricing. $79/mo base. Best for QuickBooks-dependent shops.
#5 Workiz - Best for Multi-Trade Shops Good dispatch + built-in phone (at $20/user/mo extra). Popular with shops running HVAC + plumbing. $65/mo base. Best for multi-trade operations.
#6 FieldPulse - Best for Job Costing Detailed job costing and custom forms. No dialer. Per-user pricing. $99/mo base. Best for contractors focused on cost tracking.
Full Comparison Table
| Feature | Chillead | ServiceTitan | Jobber | HouseCall Pro | Workiz |
|---|---|---|---|---|---|
| Starting Price | $49/mo | $245/mo | $69/mo | $79/mo | $65/mo |
| Per-User Fees | None | Yes | $29/user | Yes | $20/user |
| Built-in Auto-Dialer | ✓ | ✗ | ✗ | ✗ | ✗ (add-on) |
| CRM Pipeline | ✓ Full | ✓ Advanced | ✓ Basic | ✓ Basic | ✓ |
| Dispatch Board | ✓ | ✓ Advanced | ✓ | ✓ | ✓ |
| Field Tech App | ✓ | ✓ | ✓ | ✓ | ✓ |
| Review Automation | ✓ | ✗ | ✗ | ✓ | ✗ |
| Setup Fee | $0 | $2K-5K | $0 | $0 | $0 |
Our Verdict
For 95% of HVAC companies (1-30 employees), Chillead delivers the best ROI. For enterprise operations (50+ trucks, $5M+ revenue), ServiceTitan is worth the premium.
The worst option: using a generic CRM (HubSpot, Salesforce) and bolting on 4 separate tools for dispatch, dialer, invoicing, and field tech. That path costs 3-5x more and creates data silos. For a complete breakdown, see our Best Service Business Software 2026 guide.