Software checklist for a small HVAC company
Use these checks in a demo with your own maintenance plan, equipment records, and replacement quote. Confirm which features require a particular plan, add-on, or payment setup.
Maintenance agreements
Test included visits, billing, renewal dates, and reminders separately. Jobber documents recurring jobs and billing schedules. That alone does not establish a complete maintenance-agreement workflow. Housecall Pro documents service-plan scheduling and renewal reminders; scheduling reminders apply to unscheduled visits, and renewal reminders require an end date.
Equipment and service history
Ask the technician to find a specific unit at an address and review its past work. Test model, serial number, and filter-size storage rather than assuming those fields exist. Housecall Pro lists property equipment tracking and service history. ServiceTitan lists customer equipment, warranty, and service-history tracking.
Good/better/best quotes
Build three replacement options and check how the customer selects one. Jobber describes packaging optional line items into good/better/best options. Housecall Pro describes side-by-side sales proposals. ServiceTitan describes tablet proposals built from its pricebook. Have each vendor demonstrate the customer view.
Payments and financing
Test collecting a payment and offering financing as separate steps. Jobber documents on-site payments and financing through its Wisetack integration. Housecall Pro documents Wisetack financing from estimates and invoices; payment setup is required, and financing is subject to credit approval. Confirm eligibility and setup for your business.
Price book updates
Change a service price, then compare a new quote with an existing one. Jobber says updates to saved products and services do not change items already added to quotes, jobs, or invoices. Housecall Pro lets you edit its default service catalog and enter your own prices. Check which records an update affects.
Offline access
Load a job, switch the device to airplane mode, and test the tasks your crew needs. Offline access has limits:
- Jobber documents offline timers, job forms, notes, and attachments, with updates syncing after reconnection.
- Housecall Pro's offline mode is view-only. Downloaded jobs can be viewed, but editing and payment collection require a connection.
- ServiceTitan's Field Mobile App supports offline job updates and estimates with limits. Open jobs online first to cache their details. Financing requires a connection, and offline payments are finalized after reconnection.
Before choosing software, have the office and a technician complete the same sample job from scheduling through payment.