HVAC Business Software

The one that covers the jobs you actually run without charging per module. A two-van contractor and a twenty-tech service business both need scheduling, a job record with photos, and invoicing. But a smaller operation feels it more — bolting on a separate payroll app, vehicle log, and messaging tool adds up fast. Judge the shortlist on total cost with every piece you need switched on, and on whether a tech can do their part of it from a phone without training.

Yes. Set a job schedule to Weekly, pick the weekdays you service that customer with the Repeat On selector, and set a start and end date. JobTrail creates every matching visit across that range and shows you the full list before you save. Note that recurring visits are scheduled, not billed automatically — you still raise the invoice when the work is done.

Yes. Field Mode is a focused mobile screen for the crew. A tech opens it and sees only their assigned jobs, the scope they need to work through, the property details for that address, and the photo upload. They tick off scope lines as they go and the job status moves from Scheduled to Ongoing to Completed on its own — nobody has to call the office for an update. It runs in the phone’s browser, so there is nothing for the crew to install.

On the address itself, using Property Details. You define the fields once in Settings — unit model, serial number, filter size, breaker location, roof access notes — as text, number, or dropdown, and they appear on every property you service. They also show in Field Mode, so the tech reads the filter size on their phone in the driveway instead of calling in for it.

Yes. Jobs can carry multiple time slots. A rooftop changeout that runs three days stays one job with one history, not three disconnected visits. Work permits are tracked against the job address. That matters for commercial and rooftop work, where a property manager or building owner has their own paperwork. Assessments let you score a site visit against your own checklist.

Yes. Every customer record carries sub-tabs for jobs, estimates, invoices, payments, and requests, so the full history at that customer is one click away. Job photos stay attached under their stage tags — Before, During, After, Final — so you can pull up what the unit looked like the last time you were there before you quote a replacement.

Yes, and this is where most field service tools stop. JobTrail includes employee records and leave policies with accrual. You build a pay run in one grid, with unpaid leave already deducted. Approved leave also shows up when you are picking a crew, so you cannot accidentally schedule a tech who booked the day off.

You can track what each van costs you, not where it is right now. JobTrail records each vehicle’s registration and mileage, and logs every service against a parts and services catalog. It sets service-due reminders, keeps accident records, and scans maintenance invoices so the amounts land on the vehicle without typing. There is no live GPS tracking.

Plans start at $39 a month for a solo operator and scale with your team. Every plan includes every feature — scheduling, jobs, estimates, invoicing, HR and payroll, fleet, permits, and the AI assistant. There are no add-on modules and nothing is locked behind a higher tier, so the price you see is for the whole platform. The tiers run Solo at $39 a month for one user, Team at $139 for up to five, Growth at $199 for up to ten, and Scale at $299 for up to fifteen, each with a 14-day free trial.

Yes. JobTrail offers a 14-day free trial with full access to every feature and no credit card required. Set up your customers, put a week of real jobs on the calendar, and send a live invoice before you decide.