Alternatives to Excellence Alliance
Compare Excellence Alliance alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Excellence Alliance in 2026. Compare features, ratings, user reviews, pricing, and more from Excellence Alliance competitors and alternatives in order to make an informed decision for your business.
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1
Epicor Eclipse
Epicor Software
Eclipse automates sales, supply chain, warehouse, and financial management for electrical, HVAC, plumbing, and PVF distributors. By integrating advanced data management and AI capabilities, Eclipse ensures more efficient processes, accurate, real-time information, and actionable insights across the business. This leads to improved operational efficiency, optimized sales and margins, enhanced decision-making, and overall, better customer experience. -
2
ThermoGrid
ECI ThermoGrid
ThermoGrid is a specialized contractor management software tool for managing field service operations, designed to meet the unique needs of HVAC-R, plumbing, and electrical companies. With ThermoGrid, you can streamline your workflow and boost your bottom line with powerful features like mobile offline app, scheduling, dispatching, client history tracking, inventory management, service agreements, load calculation, marketing tools, payroll management, invoicing, and estimates. ThermoGrid gives you the power to reach new heights of efficiency, accuracy, and profitability. Don't miss out on the opportunity to transform your business. Try it FREE or contact us today to request a demo!Starting Price: $60 -
3
BuildOps
BuildOps
Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry? Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports. - All your metrics can be reported from one place - Monitor field tech success, identify trends, and make data-backed decisions - Attach photos, videos and PDFs easily to invoices and quotes. - From service to projects and everything in between Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop". BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office. -
4
ServiceTitan
ServiceTitan
Grow your home service business with ServiceTitan, the leading all-in-one software for residential HVAC, plumbing, electrical, and other home service businesses. ServiceTitan enables businesses to generate more leads and close more sales by offering a full range of tools in one platform. This includes call booking, customer experience, dispatching, marketing, and integrated financing. -
5
Service Fusion
Service Fusion
Easy, powerful, and mobile, Service Fusion is a complete field service management software solution that enables field service businesses to easily create, schedule, and assign jobs in under 60 seconds. It provides work order entry, dispatch, scheduling, and invoicing technology for a wide range of businesses, including HVAC, plumbing, electrical, IT and many more. With no per user fees and no contracts, Service Fusion is one of the affordable platforms on the market today.Starting Price: $99.00/month -
6
Jonas Enterprise
Jonas Construction Software
Jonas Enterprise is an integrated construction and service management software for Mechanical & Specialty Contractors, including HVAC, electrical, and plumbing businesses. That means we help you reduce errors between the field and back office, that ultimately help you be in a better state to reduce cost overruns, protect your profits, and enhance your cash flow. Supported by 'The Jonas Cloud' hosting, and our Business Intelligence solution, we offer a fully integrated solution that with construction accounting, construction and service management, document management, purchase order and procurement, dispatch scheduler, inventory, equipment management, and more. Thus, enabling businesses to streamline operations to increase growth.Starting Price: $10,000.00/one-time -
7
Orcatec
Orcatec
Leading software for service industry, e.g. HVAC, Electrical, Plumbing, General Contracting, Carpet Cleaning, Gates, Fences, Windows, Hair and Beauty Salons. All MUST HAVE features gathered in one place to run successful business. Create and dispatch appointments. Distribute work for your team through unique system of work planning. Time Cards. Protect yourself from negative reviews with a special service. GPS tracking of employees. Route optimization. Very low credit card processing fees! Your business is unique therefore, Orcatec enables you to tailor the software to exactly how you want it to maximize the profitability. We offer live onboarding and training for you and your team. Custom software development for your business to be able to solve specific challenges that prevent you from being the best at what you do.Starting Price: Free -
8
Twimm
Twimm
The GMAO new generation. Twimm increases your productivity, organizes your teams and optimizes your profitability. Twimm manages your maintenance contracts easily and connects you to your technicians. Twimm supports you in maintaining your assets and monitoring your contracts. Elevator, HVAC, Fire detection, Electricity, Green spaces, Facility management, Closure / Security, Multitechnics, Cleaning Plumbing, and sanitary owner? Shopping centers, Territorial communities, Health facilities, Fitness Industries, Property Management, Trustee Universities. Focus on your maintenance activities and save unnecessary IT expenses. Twimm provides a constantly updated solution, accessible everywhere. Your CMMS in SAAS mode. Twimm is developed in saas mode for easy access , by simple connection. Its interoperability, its ability to collect data and intelligently reproduce it make it a complete and unique solution. -
9
FieldEdge
Xplor
FieldEdge is an all-in-one field service management platform designed to help contractors complete more jobs, streamline operations, and increase profitability. It connects owners, technicians, and office staff in one centralized system, making it easy to schedule, dispatch, invoice, and track performance. With real-time business insights, FieldEdge helps owners understand revenue drivers, measure technician productivity, and tie marketing spend directly to sales results. The platform reduces administrative work by automating billing, syncing with QuickBooks, and simplifying service agreement management. FieldEdge Mobile ensures technicians can invoice, process payments, and update work orders from the field without delays. Trusted across HVAC, plumbing, electrical, appliance repair, and locksmith industries, FieldEdge enables teams to save time, boost efficiency, and grow faster. -
10
FastEST Estimating Software
FastEST, Inc.
FastEST Mechanical Estimating Software offers a comprehensive solution for takeoff & estimating from start to finish. All programs have an extensive pricing & material catalog & on-screen takeoff. Reports & quotes are generated in seconds & all programs are easy to learn. We can have you up & running in less the 15 minutes so you can be estimating better today! FastPIPE is industry-leading plumbing & mechanical estimating software for commercial & industrial contractors. Whether you are estimating plumbing, HVAC piping, or industrial process piping, FastPIPE provides all of the takeoff & reporting tools needed to create an accurate & timely quote. FastDUCT is ready-to-go HVAC and duct estimating software that meets the needs of commercial & industrial sheet metal contractors. Features on-screen takeoff for contractors who do duct fabrication and/or HVAC installation. FastWRAP is ideal for mechanical insulation estimating . Takeoffs can be imported from FastPIPE/FastDUCT.Starting Price: $225/month -
11
Astea Alliance
Astea International
This latest version of Alliance harnesses the experience and expertise of two service management industry leaders to bring our customers a field service software solution that will help them deliver a customer experience which drives improved growth, reputation and retention. Alliance covers the entire service lifecycle, providing one cohesive solution that enables your organization to share pertinent data with all employees and create transparency between departments. Alliance makes the cycle from sales to service delivery, invoicing and reporting totally seamless. A new sleek web-inspired user interface (UI) will enable your employees to streamline their workflows and focus only on the information they need to do their jobs. -
12
HVAC Toolkit
Carmel Software
Join 200,000 users in downloading any of our HVAC apps, including the newly updated HVAC Toolkit. The HVAC Toolkit app for the iPhone and iPad is an essential app for anyone in the HVAC industry. It includes a combination of many of our individual iOS applications. This is a universal app that works on both the iPhone and iPad and automatically adjusts its screen size accordingly. The "HVAC Equipment Locator" module allows you to track, share, and customize your equipment nameplate and maintenance data. The "HVAC PT Chart" module allows you to easily view the pressure-temperature properties of 100+ refrigerants. Think of this app as a digital version of the paper PT charts that you may have carried around with you in the past. The "HVAC Refrigerant Charge" module allows you to perform superheat and subcool refrigerant charge calculations on-the-fly. This app includes pressure-temperature data for over 100+ common refrigerants.Starting Price: $24 one-time payment -
13
FieldWorx
FieldWorx
Grow exponentially. Supercharge your team. Leave with a happy customer. Complete system for plumbing, HVAC, electrical and other home and business service contractors. It's easy-to-use, techs and customers love it. Increase your average ticket and leave with a happy customer. Package options are easy to format and ready for your technician. Key indicators keep you informed and on-track. Separate dash boards so that you can review information with techs and managers. Track marketing dollars, sales above repairs, year-over-year sales volume, average tickets, service agreement sales and other key indicators. -
14
Duct Architect
Duct Architect
Duct Architect is a leading all-in-one HVAC project management and operations software, specifically designed to empower HVAC contractors, project managers, and organizations across the world. We are on a mission to revolutionize how HVAC businesses operate, combining deep industry expertise with cutting-edge technology to deliver comprehensive, effective solutions.Starting Price: $29/month -
15
Controls Estimate
Carmel Software
We license HVAC and engineering applications for Apple iOS and Android-based mobile devices that simplify field-based calculations, no matter where you are. We also offer customized versions of our apps for organizations like Mitsubishi Electric and Ingersoll-Rand to provide even further targeted solutions to installing, selecting, and managing HVAC equipment. Carmel Software is focused on making complex tasks easier, more efficient, and more accurate for those in the HVAC, engineering, and energy industries. Our HVAC apps, such as HVAC ResLoad-J and HVAC Equipment Locator, allow for complex calculations and data-rich records to be viewed, edited, and created from the field via mobile phones and tablets. Track, share, and customize your HVAC and other building equipment nameplate and maintenance data across devices in the field and office. Perfect for HVAC technicians & building maintenance managers. -
16
SimpleHVAC
SimpleHVAC
We’re so glad you found us! Our program is powerful, simple and affordable –All in one package! Commercial HVAC estimating software doesn’t have to be complicated and it doesn’t have to cost thousands of dollars. SimpleHVAC is simple yet powerful HVAC estimating software designed for commercial sheet metal contractors who need a dependable estimating tool, but also want it to be affordable and easy to use. SimpleHVAC makes it easy to keep track of projects, input duct work and other materials, adjust options and pricing, and ultimately generate solid bids. Our Bid Sheet makes it easy to see the entire bid in one clear view, and you can print or save a professional-quality quote to send out. If you are looking for commercial HVAC estimating software, look no further.Starting Price: $347 one-time payment -
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Motili
Motili
Motili’s technology platform helps single-family, multi-family and commercial property owners and operators easily manage HVAC and hot water building systems through proactive and reactive repair and replacement projects. This mobile app for Motili's HVAC contractor network allows contractors to find, schedule and complete HVAC installs and repairs all from the app. Like Uber for drivers, but for HVAC contractors. Use this mobile app to easily find and accept HVAC jobs no leads to track down. The app gives you directions to the job site, allows you to complete work orders and quotes, check in, upload photos, add equipment or parts to the work order, tag assets, and submit the info to Motili.Starting Price: Free -
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Bluon
Bluon
Bluon is the leading support app for HVAC technicians with the largest and fastest growing HVAC community! Easily find manuals, tech specs, standard and optional controls and discuss specific equipment for over 45,000 HVAC models. The Bluon app and support platform was created by technicians, for technicians. We know what you need to thrive in the rapidly changing HVAC industry. Access our searchable database of virtually every piece of HVAC equipment on planet Earth. Our expert technicians have extracted and organized every bit of useful information about each system. Easily bid each retrofit job. Man hours, refrigerant amount, and optional valves and control panel, customized for each unit. Get a breakdown of controls available on this unit, and possible adjustments in a Bluon retrofit. Get useful tools like superheat and subcool calcs, airflow diagnostics, pressure setpoint converter, and more. -
19
Design2Fab
Hypertherm
Design2Fab. Design2Fab® sheet metal layout software makes it easy to create HVAC duct, mechanical, kitchen, industrial, roofing, and other specialty fitting layouts. Engineered to dramatically reduce the time it takes to develop and lay out flat patterns, Design2Fab gives sheet metal fabricators, HVAC shops, and MEP contractors the ability to create complex custom fitting layouts in minutes, rather than hours. Design2Fab also helps ensure perfect fit-up when installing parts in the field, contributing to increased productivity and lower operating costs – so you’ll be able to accomplish more, while increasing profitability! Benefits. The Hypertherm difference Brought to you by the cutting experts with 50 years of experience and more than 160 cutting technology related patents to their name. Ease of use. Even a beginner to the sheet metal trade can immediately start making fittings with a complete range of templates.Starting Price: $79.99, per month -
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Cargas Energy
Cargas Systems
Cargas is an employee-owned software company with over 100 employees. Cargas is the creator and provider of Cargas Energy, leading software for fuel delivery and HVAC service companies. With tools for fuel delivery, customer service, HVAC service, and cylinder exchange operations, Cargas Energy helps fuel dealers do more with the resources they already have so they can grow their businesses. Through its unique employee-owned culture, Cargas fosters a commitment to excellence, a dedication to teamwork, and a high level of customer care. Established in 1988, Cargas has continuously been recognized as a Best Place to Work. -
21
Sera
Sera
Many HVAC, plumbing, electrical and other home service businesses leave money on the table from incorrect pricing and inefficiencies. Effortlessly identify pricing and efficiency gaps in your business, adding more money to your bottom line. Field service management software that ensures the jobs field service businesses complete are profitable. Sera is laser-focused on ensuring you beat the industry average of 8% profit with live job time efficiency tracking. Clients have shown an average of a 52% revenue increase compared to their previous FSM solution within the first six months of usage. Generate bigger tickets, dispatch more efficiently, automate service agreements, customer history, and more. Keep your plumbing jobs on track, your customers informed, and give your crew the job details they need, on demand. Schedule jobs efficiently, optimize routes, and send quotes and invoices by text with our electrical software. -
22
Right-Suite Universal
Wrightsoft
MiTek-Wrightsoft's Right-Suite® Universal is the only fully integrated residential and commercial HVAC design and sales software solution that is designed to save you time. Our solution eliminates mouse clicks and automatically updates all areas of the program instantly. With our advanced easy-to-use technology, Right-Suite® Universal is expandable to meet your exact business needs. Right-Suite® Universal was designed with you in mind. As a modular program, this software is completely customizable, giving you the freedom to purchase only the features and functionalities you need, and nothing you don't. Right-Suite® Universal is also the only combined residential and commercial HVAC software solution for completing every project start to finish, featuring everything from load calculations to duct design to a final proposal, ready to be printed and sent to your customers. This all-in-one solution comes equipped with available online video assistance, software support technicians, etc. -
23
PRO-EST HVAC
Professional Estimating Systems
Pro-Est HVAC is our complete HVAC estimating program which includes pipe, sheet metal and an excel recap sheet. It’s comprehensive, affordable, user friendly and flexible. It works on 32 and 64 bit processors and on windows XP, Vista and WIN 7 operating systems. The user can choose between four methods of estimating sheet metal, two of which include shop labor and two that do not. Similarly, labor can also be estimated either in lbs/hr or linear ft/hr. The various versions and options for sheet metal estimating all include liner, duct wrap, sealer, SMACNA pressure classes, reinforcement (including Duct Mate and TDF), accessories, snaplock and spiral. Users have the flexibility to add new reinforcement, liner, insulation and accessories in addition to those that are preinstalled. All costs and labor productivities are adjustable.Starting Price: $295 one-time payment -
24
HVAC Office
Is2 Software
The HVAC Office is a suite of programs designed to perform all of the functions needed by the HVAC service contractor to handle service work order dispatch, invoicing, and office accounting. The HVAC Office is a suite of programs designed to perform all of the functions needed by the HVAC service contractor to handle service work order dispatch, invoicing, and office accounting. The main work area of the program is the service dispatch area where customer work orders are entered, dispatched, and invoiced. Keep track of ongoing customer maintenance service agreements with the customer contract area. The inventory area and management reports give you a complete look of item usage and needs. There is an integrated flat rate catalog area where you can enter and print your own flat rate catalogs for your technicians as well as being able to import from your purchased flat rate catalog vendors. -
25
Ravti
Ravti
Your commercial HVAC solution. Get insight into your HVAC—and gain the power to operate smarter. Shouldn't you know what's on your roof? Discover crucial data that allows you to close deals faster and improve your budget. Conveniently send service dispatch and RFQs to your preferred vendors. Use our technology and unparalleled experience to find your best deal. View your HVAC work history and an automatically updated HVAC inventory all in one place. Gather valuable maintenance history and take action on tenants who aren’t properly maintaining their HVAC. Drive your decisions with data. Our built-in reporting and in-house analytics team means you can make choices based on facts, not hit-or-miss guesswork. -
26
Q Dispatch
Q-Dispatch
The roots of a business determine its strength. We created Q-Dispatch to allow HVAC and SOLAR companies the ability to plant roots and fearlessly grow into endless opportunities. We wanted to provide this service to companies at any stage of their growth at an affordable price and without limitations. We started Q-Dispatch with a single mission, “Products should always be excellent, service should always be flawless, business should always be ethical, and solutions should never be financially out of reach.” We’re so proud of what we’ve learned and accomplished since we put down roots. We’ve done this by working with some of the most inspirational and hard-working companies in the HVAC and SOLAR industries. While their stories are all different, each company started as an idea that was planted, nurtured, and allowed to grow. -
27
SAMPro Enterprise
Data-Basics
SAMPro Enterprise is a complete system field service software suite designed for HVAC, Plumbing, Electrical, Mechanical, other Specialty Service Contractors, and National Maintenance Organizations. Every aspect of SAMPro Enterprise is designed to function as a complete ERP system. Take advantage of the cluster of strategically developed features that SAMPro Enterprise platform provides through their easy-to-use interfaces, such as scheduling and dispatch, work order management, service billing, credit card processing, document management and so much more. -
28
InThrMa EMS
InThrMa
InThrMa Energy Management Suite is a set of powerful web-based tools to help you integrate, manage, understand, and optimize your HVAC systems. InThrMa EMS (Energy Management Suite) is a vital set of tools for managing your HVAC systems, whether you oversee 1 building or a portfolio of properties. It's no longer a matter of just modifying setpoints and schedules, but rather, how does my HVAC infrastructure interface with the rest of my facilities and work-flow? How do I invest in efficiency? How do I tie it all together? We know that you have to evaluate and understand the big picture as there are countless factors to consider, from security to access to protocols to interoperability to integration and more - we're here to help you figure it out. InThrMa EMS will be a key asset in your infrastructure operations, in addition to managing your HVAC resources. -
29
FieldInsight
FieldInsight
FieldInsight (previously Scheduleflow) is a complete scheduling and job management software solution for field service businesses. With FieldInsight, small to medium-sized HVAC businesses can quickly keep track of recurring jobs, call-backs, and service jobs through the platform's live calendar and runsheet. FieldInsight also offers a simple to use invoicing and quoting solution to help field service businesses get paid sooner and faster.Starting Price: $50.00/month/user -
30
The New Flat Rate
The New Flat Rate
As a Plumbing, Electrical, or HVAC contractor, what struggles and pains do you suffer as a company? Is your pricing inconsistent? Do your technicians complain about selling or upselling? Are your closing rates low? Or maybe you know you are leaving a ton of money on the table. As a result, how can you address these problems and create a more stress-free life for yourself, family, customers, and technicians? The New Flat Rate is your complete business solution. By utilizing complete menus, technicians no longer have to upsell without jeopardizing the job they are doing in the home. Their focus should be on the task at hand, not increasing your bottom line. Rather than building options in the field, The New Flat Rate does all the work for you! No more awkward cost conversations. Above all, Complete customer satisfaction! -
31
Quantrac HVAC Office
Quantrac
Quantrac Corporation has been providing HVAC software since 1992! The software was developed in a very successful, award-winning company, Airco Comfort Systems, Inc. by a team of software professionals. There is no more intuitive and easy-to-use package available. Here we are, 24years later and under the same ownership. Many of our current customers first computerized their offices in 1992 with our first release. We’ll be happy to share some of the names of our first users as well as those that are more recent. Our software is still very highly acclaimed by its users. We believe that HVAC Office is the easiest to implement and most user-friendly of all. This latest application revision includes a "fix" to compensate for a Microsoft security update regarding emailing of Sales Leads and Service Tickets. It also colorizes the list of Jobsites in the Customer form to indicate Maintenance Contract status. -
32
PENTA Mechanical Contractor Software
Penta Technologies
PENTA Mechanical Contractor Software, formerly PENTA Enterprise HVAC Contractor ERP, is a cutting-edge platform that helps large mechanical, sheet metal, refrigeration, and other service contractors improve their business performance. Whether retro-fitting a facility, responding to an emergency service request, or installing a new building system, the solution enables mechanical and HVAC contractors to manage their construction and operations cost-efficiently and effectively. The solution includes features such as construction accounting, project management software, service and work order management, mobile field service, payroll, purchasing, inventory, enterprise content management, and more. Penta Technologies provides software and services that improve efficiency and overall effectiveness for commercial and industrial construction, engineering and field service companies. For over 35 years, Penta Technologies has specialized in serving its partner companies.Starting Price: $50000.00/one-time -
33
Sales Builder Pro
Intelligent Mobile Support
You only get one shot with a customer, so you have to make it count. That’s why thousands of residential HVAC contractors and other in-home service providers use Sales Builder Pro, the industry’s best in-home sales app. Don’t just sell more, win more deals with higher margins and higher average ticket prices, up to $500 or more per job! Install Manager Pro and Site Survey features to ensure that you never miss a pertinent detail when quoting a job. We offer the only solution that helps you manage job rollover risk and be more profitable. Win on the first visit to save time and block out your competition. Win ductless jobs on a single trip using the only solution that includes ductless design calculations. Generate professional multi-option proposals in under 5 minutes. Give your customers more reasons to work with you. Raise your average ticket price by $500. Improve your close rates.Starting Price: $109 per month -
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Ascente
Compusource
Ascente combines Operations and Accounting software solutions, as well as specialty applications designed for the Service Management industry including Plumbing, HVAC, Food Service and Refrigeration. Ascente handles every aspect of the HVAC service, plumbing service, refrigeration service, and construction contractor requirements in an integrated service contractor software, saving your business time and money, while increasing productivity. Ascente saves your business time and money by increasing productivity with applications such as mobile technician software, and various other Operations and Accounting solutions. We offer end-to-end services to meet all of your business needs. This ensures that you can focus on managing your jobs, and not IT infrastructure. Ascente Service Contractor Service is designed to support service contractor businesses of all types. -
35
JobArmer
JobArmer
JobArmer stands out as a field service management solution tailored to meet the diverse needs of service industries such as HVAC, plumbing, electricians, landscaping, and grass cutting. This comprehensive platform is designed to streamline and optimize various aspects of business operations, making it a valuable asset for professionals across different service domains. One key feature of JobArmer is its emphasis on effortless payments, allowing businesses to accelerate their cash flow by providing customers with instant online payment options. This not only ensures prompt payments but also enhances the overall customer experience, a crucial aspect in industries ranging from HVAC to landscaping. The platform's unified solution is another standout feature, offering an all-in-one software solution that simplifies scheduling, dispatching, and more. This versatility makes it a valuable tool for businesses in plumbing, electricians, and other service sectors. -
36
Coolfront
Profit Strategies
Avoid unnecessary hassles in your field service business with Coolfront Mobile, a cloud-based field service management software trusted by HVAC, plumbing, and electrical contractors. With Coolfront Mobile, businesses can drive profits, increase efficiency, and build consistency. The app offers tools for managing work orders in the cloud and in real-time, sychronizing invoices, tracking customer transaction history, and so much more. -
37
Arch
Arch
Your one-stop HVAC sales software for home analysis & system design. Arch provides more site visits, higher conversion, and more sales. We collect data from various sources and surrounding homes to get you ahead of your competition. Convert more leads with customer engagement. Generate visual proposals that increase sales conversion and build stronger customer relationships. Spend less time qualifying and more time installing. Increase your labor utilization by qualifying homes before you do site visits. Arch boosts HVAC contractors' success, pre-visit home analysis & system designs, and quick proposal dispatch for higher conversions. Use real-time home analysis and rapid system design to turn every repair visit into a sales opportunity. The form can simply be integrated into your website. All we need is to capture leads with website integration. More sign-ups, and more high-margin sales. Your reps simply adjust the design proposal based on their experience. -
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Scheduling Manager
Thoughtful Systems
Scheduling Manager Gemini is a multi-functional software management tool for field service businesses. It incorporates robust CRM features, as well as Job Scheduling, Employee Scheduling, Accounts Receivable, Payroll, Mapping, SMS and Caller ID to help a wide range of service businesses improve their efficiency and customer service capabilities. Scheduling Manager Gemini interfaces with several off-the-shelf business accounting and payroll solutions including QuickBooks, ADP, Sage, Xero, MYOB, Infusionsoft, Paychex and Act!. The software is available as either a desktop or web-based application and can be tailored to meet the specific needs of each customer. Industries serviced include residential and commercial cleaning, carpet cleaning, fire extinguisher maintenance, janitorial, home health care, HVAC, pest control and many others. It interfaces with SM-Mobile, our mobile app (runs on Android or Apple).Starting Price: $795.00/one-time -
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trakref
Trakref
HVACR compliance is fast-changing and complex, and you have a lot of responsibilities. That’s why we made Trakref: A comprehensive HVACR and refrigerant management software that helps you do your job better. With pre-built workflows & push-button reporting, you can achieve optimal compliance outcomes. Trakref is an out-of-the-box refrigerant management software built to protect owners but designed to support service providers. We give you powerful software tools to manage refrigerant leaks and extend HVAC/R equipment life, reducing maintenance and material costs in the process. We are the subject-matter experts and authority on HVAC/R and refrigerant management and compliance. No consultants are needed because we update all your needs as the requirements change. Thousands of successful audits. Hundreds of millions of pounds of gas tracked. -
40
XActRate
XActRate Business Management
Making a profit in any business all stems from knowing your company’s break-even costs. And break-even is the amount of money needed to pay all bills before you make a profit. XactRate has packed all of the necessities in a system to operate an HVAC company from; office scheduling dispatch; truck inventory; trackable travel time and diagnosis per service ticket; field generated service tickets; printable or email; Service tech productivity; equipment sales; multiple service techs on the same ticket and much more in reporting. Everything about XactRate is in real-time operating in Cloud technology on an iPad or PC. Internet connection not required in the field. Simply sync iPad or Android data before you head out and when you get back Say goodbye to the overly complicated and costly Heat Load calculator tools. Exact heat load BTU results to properly size air conditioning equipment. -
41
HVAC Load Calculator
Energy Design Systems
Our HVAC Load Calculator is the quickest, most contractor and consumer friendly, supremely accurate heat loss/heat gain load calculation software application available. A Comfort Advisor can perform a whole house block load calculation in under 5 minutes. This is possible be utilizing data from Google Earth, Zillow, and real estate databases along with a complex series of algorithms and equations. The user interface and reports are elegant and streamlined. There are many basic assumptions of factors that are INITIALLY made (and can be done remotely before going to the house), but they do require an in–home verification and truing up in order to arrive at an accurate block load. This simplistic sales tool can be mastered in minutes and help differentiate you from your competition when utilized appropriately as part of an integrated Buyer Guidance (Sales) Process. This is a critical step in the Buyer Guidance Process that over 80% of all salespeople fail to do.Starting Price: $15 -
42
Picture Perfect Pricing
HVAC Business Solutions
Customers are the lifeblood of your business. You need to know everything about them – what you have done in the past, what they need, what they want and what you have promised to do. It’s so important that you have an HVAC customer management software to make it easier to serve your customers. Doing so not only helps you provide better customer service but it helps you manage your technicians, invoicing, and customer payments. An HVAC CRM Software from P3 ensures you know everything that happens in your business. It makes you look more professional and it helps your field service technicians provide the highest level of customer service possible. Easily send text and email updates to customers to remind them of overdue invoices, upcoming appointments, changes in scheduling, and more. This allows your technicians and staff to easily see where each customer is in the overall process of scheduling a call to receiving payment. -
43
Tradify
Tradify
Tradify is an all-in-one job management platform + mobile app designed to help small businesses with 1-20 employees control business admin. Quotes, estimates, invoices, timesheets, field service management, purchase orders, scheduling & job reporting. Tradify is the best tool for the job. Thousands of electricians, plumbers, HVAC, builders, and other trades around the world use and love Tradify. Our customers and their teams benefit from using Tradify because it's quick to set up and easy to use.Starting Price: $47/month/user -
44
AutoOps
AutoOps
AutoOps is a comprehensive Field Service Management Software tailored for professionals such as HVAC technicians, plumbers, and electricians. With customizable features like automated customer notifications, smart dispatching, detailed scheduling, and efficient payment management, AutoOps simplifies operations. Designed to optimize efficiency, increase revenue, and elevate customer satisfaction, AutoOps provides an all-in-one solution for seamless workflows and effective field service management. -
45
WorkCEO
WorkCEO
The world’s leading all-in-one software for commercial and residential HVAC, plumbing, electrical, and other field service businesses. Enforce industry best practices in every service experience to improve outcomes. Be notified when important events happen — like closed large sales or canceled appointments. See your customer information (service history, equipment, and more) when they call. Track all activity—like call recordings and text messages—that's related to every opportunity. Make sure customers are happy after every appointment. Enforce industry best practices in every service experience to improve outcomes. Know how your business is doing anywhere, any time, in real time. Know how your business is doing anywhere, any time, in real time.Starting Price: $49 per month -
46
Dispatch Hawk
Dispatch Hawk
Dispatch Hawk is the streamlined field service management platform built for small trade businesses that want enterprise-level organization without enterprise-level complexity. Designed for electricians, plumbers, HVAC techs, landscapers, cleaners, handyman, general contractors and dozens of trades, Dispatch Hawk helps you quote jobs, schedule technicians, track materials and labor, and get paid—without the bloat of ServiceTitan, Jobber, or other heavy, expensive systems. With intuitive tools, clean workflows, and pricing that makes sense for small teams, Dispatch Hawk gives you precision on every job. Create fast, professional quotes, turn them into jobs with a click, track real job costs, manage materials, stay on top of scheduling, and send accurate invoices—everything you need to run your business smoothly. Whether you're a one-person operation or a growing team, Dispatch Hawk helps you stay organized, look professional, and keep your days running like clockwork.Starting Price: $15.99/month -
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Field Ascend
Field Ascend
Field Ascend is a field service management software platform that centralizes and automates core field operations for service-based businesses such as HVAC, plumbing, electrical, lift/elevator maintenance, facilities management, and 20+ other industries by combining job scheduling, work order tracking, dispatch automation, CRM, and customer/self-service portals into one cloud-accessible system. It provides intelligent job scheduling and auto-assignment that matches work to engineer skills and location, real-time engineer tracking with GPS, timesheet management with GPS auto-audit, and a native offline-first mobile app that lets field engineers view and update jobs, capture photos, collect digital signatures, complete checklists, and log equipment status even without signal. It supports automated preventive maintenance schedules, route optimization, reporting and analytics dashboards, and features like purchase orders, stock and materials tracking, CRM, and site.Starting Price: $13.53 per month -
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Plandroid
DelftRed Simulation Technology
Plandroid is a simple and efficient graphical software tool for ducted air conditioning / HVAC system design and quote. It allows you to create a CAD-style ducting design superimposed over a house plan image, using components from your hardware supplier's actual parts catalog. Plandroid calculates basic heat loads, does a costing of your design, and creates reports for your customer, installer, or supplier. The graphical design process is simple and intuitive - vastly simpler than traditional CAD, and with much clearer results. Plandroid is an essential tool if you want to have the best air conditioning sales team possible. If you are a leader in the industry, you need to have the professionalism and efficiency that only Plandroid can deliver. Plandroid is so straightforward to use, you can have a less experienced staff member use it to do your quoting and ordering, freeing up your own time.Starting Price: $1390 per year -
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Vicon HVAC
Vicon Machinery
Vicon is a leading provider of HVAC, plasma, and liner software solutions designed to optimize duct and metal fabrication. The company develops specialized coil line and pipe line software that enhances precision, efficiency, and automation in industrial manufacturing. With decades of experience, Vicon serves professionals in metalworking, sheet fabrication, and custom duct production. Their software integrates seamlessly with plasma and laser cutting systems to streamline complex workflows. Backed by expert support and service centers in Missouri and Pennsylvania, Vicon ensures reliable assistance for its clients. The company’s mission is to empower manufacturers with innovative tools that reduce labor and improve production accuracy. -
50
2GO Mobile
2GO Mobile Solutions
2GO Mobile Solutions’ goal is to provide mobile software solutions for small- to medium-sized business where mobile solutions were typically too expensive. Industries serviced by 2GO Mobile Solutions include: heating/ventilation/air conditioning (HVAC), food and beverage distribution, wine and spirits distribution, produce delivery, plumbing, and in-home healthcare. Often these industries are driven by smaller companies with field employees (technicians or delivery drivers) who work remotely from the main office and may not have direct access to inventory or customer information. 2GO Software Solutions’ products run on mobile phones, allowing field employees to stay connected to their office while working remotely.Starting Price: $69.00/month/user
