Compare commercial HVAC software using your own jobs.
Seven systems, one test: take the same PM visit and service call to every demo and see which software handles your work. We make BoltWright, so weigh our take accordingly. The test works the same on all of them.
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One multi-unit PM visit and one reactive service call. Ask each vendor to take both through the same steps: finding the unit, capturing the work in the field, office review, the open repair, the customer report, exporting your data and how they would set you up.
What each vendor says about itself
Swipe the table sideways to see the sources and suggested tests.
| Product | What they publish | Test it with |
|---|---|---|
| BoltWright | Product workflow and pricing. From the service request to the invoice, tied to the equipment: phone and website intake, dispatch, offline field capture, reports, findings, quotes, invoices for review, job costing and a one-way QuickBooks Online handoff. Connects to Jobber and keeps records syncing during a move. C$129 per working truck a month for the first ten, then C$99. No seat charge for office users, helpers or apprentices. | One PM report and one repair follow-up, clicking through the demo shop yourself. |
| Jobber | Client import and QuickBooks FAQ, accessed September 2026. Jobber documents CSV-style client import and a stated one-way Jobber-to-QuickBooks Online sync for listed records. | Import/export a small client and property sample, then confirm accounting ownership. |
| Housecall Pro | HVAC service-agreement page, accessed September 2026. It describes scheduling, tracking, invoicing, and payments for HVAC service agreements. | A multi-property seasonal agreement, field completion, and exception handling. |
| ServiceTitan | Field equipment history and HVAC agreements, accessed September 2026. Its documentation describes equipment history in its field app and integrated agreement scheduling, reporting, and invoicing. | A tech opening the right unit and the office reviewing the resulting PM report. |
| BuildOps | Asset management, accessed September 2026. BuildOps says it stores unit history and specs; the page says mobile updates can be made without signal and synced later. | A no-signal capture, reconnect, unit-history review, and report output. |
| ServiceTrade | Commercial HVAC workflow and HVAC CRM, accessed September 8, 2026. ServiceTrade describes connected agreements, dispatch, quoting and invoicing. Its CRM page connects technician notes, photos and deficiencies to office follow-up. | A PM finding through office review, a repair quote, customer approval and scheduled work. |
| ServiceBox | Commercial HVAC workflow and recurring-work guide, accessed September 8, 2026. ServiceBox describes equipment-linked service history and recurring work orders. Its guide distinguishes creating a recurring work order from placing it on the calendar. | A multi-unit PM visit, one late visit and recurring work that has been created but still needs scheduling. |
Check the details yourself
Every vendor's page, ours included, is written to sell. Use them to prepare for a demo, then confirm pricing, plan limits, what works offline, integrations, availability in your region, setup effort and export limits with the vendor, because they change.
The same test script for every demo
- Open a site you know with several units and find the right RTU from its history.
- From a phone, record the work, a reading, a photo and a repair that still needs doing.
- Turn off the signal, capture something, then reconnect and show the synced record.
- Have the office review the report, keep the finding open and prepare the repair quote.
- Export the records you would need if you walked away after the trial.
- Walk through moving your data, setup, training, support, which system you use during the switch, and what happens if you stop.
You want to come out of this with a workflow that held up, a customer report you would send and a move the office can manage. The switching guide covers the move. You can also try the free service-report builder before booking a call.
Already using one of the smaller-shop systems? Read the focused guides to Jobber alternatives and Housecall Pro alternatives, including when it makes sense to stay and a trial worksheet. Weighing ServiceTitan for a smaller commercial shop? See ServiceTitan alternatives, with each vendor’s published pricing. There are matching guides to BuildOps alternatives and ServiceTrade alternatives, and a guide for Canadian shops on currency, sales tax and QuickBooks Canada.
Bring the job that gives your office trouble.
We’ll run it through BoltWright with you, from the call to the invoice. Or open the demo first. It’s a made-up shop and needs no signup.
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