Best Service History Software for HVAC Companies (2026)
The best service history software for HVAC companies in 2026 is QuoteIQ, and I'm saying that as one of its co-founders. It keeps every job, invoice, message, photo and inspection on the customer record, starts at $29.99 a month, and prices by plan instead of by seat. If you need per-unit equipment records with warranty dates, ServiceTitan and FieldPulse go deeper. Here are eight options, ranked, with real tradeoffs.
TL;DR
QuoteIQ: $29.99/mo. History, photos, inspections and recurring plans on the customer record. My pick.
ServiceTitan: Per-unit installed-equipment records with warranty fields. Quote-only.
FieldPulse: Asset records tied to work orders and maintenance agreements. Quote-based.
Successware: Customer job and equipment history in its mobile app. Quote-based.
FieldEdge: Full service histories and service agreements on every plan. Quote-based.
Housecall Pro, Workiz and Jobber: Housecall Pro ($79/mo) and Jobber ($49/mo) publish prices. Workiz logs each unit but lists unit tracking on its top plan.
How I Picked These
I own All American Pressure Cleaning and co-founded QuoteIQ, so I have a stake here, and QuoteIQ is #1 because it's what I use and recommend. I'm not an HVAC operator. For the other seven I'm going by their own pricing and feature pages, checked September 23, 2026, and where a vendor doesn't publish a price I say so instead of guessing.
I weighed four things: whether a tech can see past work and equipment before walking in, whether history attaches to the customer, the property or the unit, what it costs as you add technicians, and whether the vendor documents it. The BLS counts about 440,900 HVAC mechanics and installers in 2025 and projects 11 percent growth through 2035, so plenty of techs will walk into jobs someone else worked first. This ranking is for owner-operators and small to midsize crews.
Quick Comparison
Software | Starting Price | Best For |
$29.99/mo, priced by plan | Customer-level history on a budget | |
Quote-based, per technician | Per-unit equipment records | |
Quote-based, seat-based | Asset history and agreements | |
Quote-based | HVAC-first equipment history | |
Quote-based, three plans | Service agreements and history | |
$79/mo Basic | Booking with property history | |
Request pricing | Install-to-removal unit logs | |
$49/mo Core | Simple client and job history |
1. QuoteIQ — Best Overall for HVAC Service History
What it is
QuoteIQ is the field service CRM I co-founded. The customer view shows job history, message history and invoices together, and QuoteIQ Cam saves inspections, job forms, photos and documents to that client contact as a customer history archive.
Pricing
Essentials is $29.99 a month, Beginner $74.99, Pro $149.99, Elite $299 and Max $699. Plans include 1, 2, 4 or 10 users, and Max is unlimited. Cam starts at Beginner (or as an add-on), and the client portal starts at Pro. Every plan has a 14-day trial, and you can book a demo first. See the QuoteIQ pricing page.
Where it fits
Owner-operators and crews up to about 10 techs who want history, photos and recurring plans in one place. Recurring service plans run through invoice subscriptions on every plan, and equipment specs go in custom fields on the customer. I've compared it head to head with Jobber and Housecall Pro.
Tradeoffs
History is organized around the customer and the job. Per-unit details like serial numbers and warranty dates live in custom fields and saved job forms you set up, while ServiceTitan documents warranty dates on each installed unit and FieldPulse stores warranty info on each asset. If a per-unit registry is your top priority, look at those two first.
"Great user interface and it has everything I need for storing customer information and quoting!" — Caleb Hoppe (Google Play review)
2. ServiceTitan — Best for Per-Unit Equipment Records at Scale
What it is
ServiceTitan's HVAC offering includes installed equipment records with type, manufacturer, model, serial number, install date and warranty fields. Per its documentation, equipment added to a service location stays visible on all future jobs there.
Pricing
Not published. The pricing page says pricing is per technician and asks you to request pricing, so I've left a number off.
Where it fits
Shops with many units per customer, especially commercial sites. ServiceTitan publishes a free HVAC equipment list template and a guide to commercial HVAC asset management.
Tradeoffs
Quote-only and per technician. Its documentation says Equipment Findings needs a separate feature gate enabled, so ask what's switched on at your tier.
3. FieldPulse — Best for Asset History Tied to Maintenance Agreements
What it is
FieldPulse's asset management stores model names, installation dates, warranty info, life-cycle status, serial numbers and barcode codes. Assets connect to work orders, so maintenance history stays with the unit even if it changes owners.
Pricing
Not published. The pricing page says pricing is seat-based, with a custom quote in one conversation.
Where it fits
Shops that sell agreements and want each one tied to specific units. FieldPulse says assets can link to maintenance agreements.
Tradeoffs
Quote-only, and the asset page doesn't say which plan includes it, so confirm that in the demo. Seat-based pricing grows with headcount.
4. Successware — Best for HVAC-First Customer and Equipment History
What it is
Successware says it's built for small and midsize home service businesses. Its field tools give technicians customer job and equipment history in the mobile app, and its HVAC page covers enrolling customers in maintenance programs.
Pricing
Not published. The Successware site tells you to call or fill out a form.
Where it fits
Small to midsize residential shops that want techs to see equipment and repair history before the visit.
Tradeoffs
No public price, so budgeting waits for a sales call. The pages I read describe equipment history in general terms without per-unit fields like warranty dates, so ask for a walkthrough of an equipment record.
5. FieldEdge — Best for Service Agreements With Full History
What it is
FieldEdge's HVAC page says you can access full service histories, equipment details, agreements and billing info from anywhere, and gives techs complete customer context on every visit.
Pricing
Not published. The pricing page lists Select, Premier and Elite, says pricing varies with add-ons, and points you to a demo. Service agreements are in all three plans (basic in Select, advanced in Premier and Elite), and customer history is on every plan.
Where it fits
HVAC, plumbing and electrical shops built around service agreements and flat-rate pricing.
Tradeoffs
Quote-only with add-ons, so the real monthly cost is hard to see up front. The pricing page doesn't spell out what an equipment record holds, so ask to see one.
6. Housecall Pro — Best for Property History With Booking and Marketing
What it is
Housecall Pro's HVAC page says you can "maintain a complete service and equipment history on each property" and that it tracks equipment and system age to rebook seasonal service. Membership plans let you sell recurring service agreements right on the estimate or job.
Pricing
On September 23, 2026 the pricing page showed monthly rates of $79 for Basic (1 user), $189 for Essentials (5 users) and $329 for MAX (8 users, then $35 a month per additional user). Annual billing is the default display, so those are the month-to-month figures.
Where it fits
Residential shops that want booking, tune-up reminders and follow-up campaigns alongside property history.
Tradeoffs
The HVAC page doesn't say which plan includes equipment history, and the pricing page lists Recurring Service Plans under MAX only, so confirm both before you buy.
7. Workiz — Best for Install-to-Removal Unit Logs
What it is
Workiz's equipment tracking stores serial numbers, warranty information, installation dates and service history, and links each unit to a property address, recording its installations, services and removals.
Pricing
Not published. The pricing page shows Standard, Pro and Ultimate with "Request pricing" and no dollar amounts.
Where it fits
Small shops that install and swap a lot of units and want a log per unit. Its service plans cover maintenance scheduling, reminders and memberships.
Tradeoffs
The pricing page marks equipment tracking and service plans as Ultimate only, the top plan, so the cost of the tier with unit tracking stays unknown until you ask.
8. Jobber — Best for Simple Client and Job History on a Small Team
What it is
Jobber's HVAC page says you can track customer information and work order history in one place, with recurring maintenance visits scheduled and reminders sent when service is due. Its help center shows each client's work sorted by recent activity, plus notes, attachments and custom fields on the client and property.
Pricing
On September 23, 2026 the pricing page showed monthly billing by default: Core $49 for 1 user, Connect $139, Grow $199 and Plus $499, with $29 a month listed per additional user.
Where it fits
Solo techs and small crews who want simple job history and recurring visit reminders and are fine keeping equipment details in notes and custom fields.
Tradeoffs
The HVAC page doesn't describe a dedicated equipment record, so equipment details would live in custom fields and notes, and per-user fees add up as the crew grows.
What Operators Say
These come from QuoteIQ's App Store and Google Play reviews. The reviewers didn't say what trade they're in, so read them as feedback on the customer-record side of the app, not as HVAC-specific proof.
"Absolutely wonderful app for keeping track of your customers and sending out invoices." — Michael Morstad (Google Play review)
"Using QuoteIQ has significantly improved my business’s organization and client management." — Reaves Ruthe (App Store review)
Frequently Asked Questions
What is the best service history software for HVAC companies in 2026?
QuoteIQ is my pick, and I co-founded it, so weigh that accordingly. It keeps job history, invoices, messages, photos, inspections and saved documents on each customer record, starts at $29.99 a month, and adds a client portal at Pro where customers see estimates, invoices and history. Recurring service plans are included on every plan, so tune-up agreements sit next to the history. I'd start there if you're an owner-operator or run up to about 10 techs. If you want per-unit equipment records with warranty dates, ServiceTitan and FieldPulse document that in more detail, though both are quote-based. My full HVAC software roundup covers scheduling and dispatch too.
What should HVAC service history software track?
At minimum: every job and invoice by customer, the equipment at each property (make, model, serial number, install date and warranty), photos and notes from each visit, and repairs you recommended but didn't sell. ServiceTitan's installed equipment records store type, manufacturer, model, serial number, install date and warranty dates, and they stay visible on all future jobs at that location. In a tool without a per-unit record, custom fields and saved job forms can hold the same details, as long as your techs fill them in the same way every time. Ask any vendor to show you one equipment record before you buy.
How much does HVAC service history software cost?
Published monthly prices start at $29.99 for QuoteIQ Essentials, $49 for Jobber Core and $79 for Housecall Pro Basic, as printed on those vendors' pricing pages on September 23, 2026. Watch per-user fees: Jobber lists $29 a month per additional user, and Housecall Pro MAX lists $35 a month per additional user beyond eight. ServiceTitan, FieldPulse, FieldEdge, Successware and Workiz don't print prices, so I haven't put numbers on them. QuoteIQ prices by plan: each plan includes 1, 2, 4 or 10 users, and Max is unlimited. Prices change, so confirm on each vendor's page, and confirm which plan unlocks equipment history before you compare.
Can HVAC technicians see service history in the field?
Yes, but how much they see varies. Successware lists customer job and equipment history in its mobile app. FieldEdge says you can access full service histories, equipment details and agreements from anywhere. ServiceTitan says equipment added to a service location is visible on all future jobs there. In QuoteIQ, the customer view shows job history, message history and invoices, and Beginner and above adds saved inspections and forms on the contact. Housecall Pro's HVAC page promises a complete service and equipment history on each property but doesn't name the plan, so ask before you buy. Pair it with dispatch: see my HVAC technician scheduling roundup.
Do HVAC companies need equipment tracking software?
Not always. If you mostly service homes with a unit or two, customer-level history plus custom fields for make, model and serial number can be enough, and that's how I'd set it up in QuoteIQ. Per-unit records pay off when a site has many units or you sell agreements tied to specific equipment. FieldPulse links assets to maintenance agreements, and Workiz logs each unit's installs, services and removals. ENERGY STAR says equipment over 10 years old that shows signs of failure may be worth replacing, and install dates on file make those units easy to spot. Whichever route you take, decide who fills in the equipment fields and when, or the data goes stale.
How do I track HVAC maintenance agreements and recurring tune-ups?
Put each agreement on the customer record with a recurring schedule and recurring billing. QuoteIQ runs recurring service plans through invoice subscriptions on every plan, plus recurring jobs. FieldEdge includes service agreements on all three of its plans, basic in Select and advanced in Premier and Elite, and Workiz service plans cover maintenance scheduling, reminders and memberships, though its pricing page marks them Ultimate only. ENERGY STAR recommends a cooling checkup in spring and a heating checkup in fall, so those are two natural visits to build into an agreement. Whatever tool you use, put the renewal date on the record so nobody has to remember it.
What service records does the EPA require for HVAC refrigerant systems?
Two rules matter. Under Section 608 recordkeeping, technicians servicing appliances with 50 or more pounds of ozone-depleting refrigerant must give the owner an invoice showing the refrigerant added and records of leak inspections and repair tests. Separately, EPA's leak repair fact sheet covers appliances with 15 or more pounds of HFC refrigerant: a 10 percent leak-rate trigger for comfort cooling, repairs within 30 days, and certain records kept by owners or operators for three years. Residential and light commercial air conditioning and heat pumps are exempt from that leak repair rule, so check EPA's pages against your equipment.
How do I start a QuoteIQ free trial?
Start from the QuoteIQ pricing page and pick a plan. Every plan includes a 14-day trial with full access to the plan you choose, and a credit or debit card is required to start. Trials are for new subscribers, one per person. If you'd rather see it first, book a demo. For history features, Beginner at $74.99 a month is where QuoteIQ Cam starts, so it's the plan I'd trial if photos, inspections and saved forms on the customer record matter to you. Mass contact import is included on every plan, so you can bring your customer list in on day one. Cancel before day 14 if it isn't a fit, since the trial converts to the paid plan you picked.
Bottom Line
If you want to know what the last tech did before you walk in, start with QuoteIQ. Job history and recurring plans start at $29.99 a month, photos and inspections come in at Beginner ($74.99), and I'd rather you see it than take my word, so book a demo. If you need a per-unit equipment registry with warranty fields, get quotes from ServiceTitan and FieldPulse first. For the wider picture, read my best HVAC software roundup and the HVAC quoting software comparison.
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