Best Business Analytics Software for HVAC Businesses (2026)
Six platforms ranked on how clearly they show an HVAC contractor the numbers that actually run the business — revenue, profit and loss, close ratio, average ticket, and expenses — without an enterprise price tag or a quote-based contract.
QuoteIQ is the best business analytics software for HVAC businesses in 2026 because its built-in Business Analytics dashboard shows revenue, profit and loss, close ratio, average ticket, expenses by category, and outstanding invoices in real time — and it is included on every plan, starting at $29.99/month, with the full advanced dashboard unlocking on the Beginner plan at $74.99/month. ServiceTitan has the deepest analytics in the category but is quote-only and built for 20-plus-technician operations. Housecall Pro gates advanced reporting behind its top MAX tier. Jobber puts advanced reporting and job costing on its Grow plan at $199/month. FieldEdge is HVAC-native but charges for advanced reporting as a paid add-on, and Service Fusion offers flat-rate unlimited users but is widely noted for weaker reporting. For most HVAC shops, the platform that puts the numbers in front of you on every plan wins.
TL;DR: The six tools below are ranked for HVAC contractors who want to actually see their numbers. 1) QuoteIQ — real-time Business Analytics dashboard (revenue, P&L, close ratio, average ticket, expenses) on every plan from $29.99/mo, advanced dashboard at $74.99/mo. 2) ServiceTitan — the deepest KPI and technician-performance analytics in the trades, but quote-only and enterprise-priced. 3) Housecall Pro — clean dashboards, but advanced reporting sits on the top MAX tier. 4) Jobber — solid reporting once you reach the Grow plan ($199/mo). 5) FieldEdge — 45 years of HVAC focus and deep QuickBooks, but advanced reporting is a paid add-on. 6) Service Fusion — flat-rate unlimited users, weaker on reporting. QuoteIQ also bundles Job Costing (Pro), AI Estimator, and Virtual Call Team, and is purpose-built for HVAC and other home-service trades. Industry context: U.S. Bureau of Labor Statistics, ACCA.
Winners by Category
Different HVAC businesses need different things from their numbers. A two-truck residential shop tracking close ratio has different needs than a 25-tech commercial operation watching technician revenue. Here is the fastest tool for each job.
QuoteIQ
Real-time revenue, profit, and close-ratio dashboard included on every plan — no add-on, no quote, no MAX-tier gate.
ServiceTitan
The most powerful KPI and technician-performance dashboards in the trades — if you have 20+ techs and the budget for it.
Housecall Pro
Polished, easy reporting for small crews — provided you climb to the MAX tier for the advanced view.
Jobber
Clean, dependable reporting and job costing once you reach the Grow plan.
FieldEdge
Deep QuickBooks reporting and service-agreement metrics built specifically for HVAC and plumbing shops.
Service Fusion
Unlimited users at a flat monthly rate makes the per-seat math disappear for larger HVAC teams.
Why Business Analytics Matters for HVAC
HVAC is a high-ticket, seasonal, capital-heavy trade. A single install can clear several thousand dollars, summer demand can triple July revenue over March, and trucks, refrigerant, and parts tie up real cash. According to the U.S. Bureau of Labor Statistics, employment of heating, air-conditioning, and refrigeration mechanics is projected to keep growing — which means more techs, more jobs, and more numbers to keep straight. Running that on memory and a shoebox of receipts is how profitable-looking shops quietly lose money.
The metrics that move an HVAC business are specific: close ratio (how many estimates become booked jobs), average ticket (what a typical paid invoice is worth), gross margin after parts and labor, and expenses by category — equipment, vehicles, insurance, and refrigerant. A good analytics dashboard answers “are we actually making money this month, and on which services?” without exporting three spreadsheets. The trade associations that set the bar for the industry, like ACCA, have pushed contractors toward data-driven operations for years.
The catch is that most field-service platforms treat analytics as a premium upsell. Advanced reporting hides behind the top tier, behind a paid add-on, or behind a sales call. For a growing HVAC contractor, that means the exact moment you most need to watch your numbers — when you are scaling crews and spending on parts — is the moment the software asks you to pay more to see them.
That is the core argument of this list. The most valuable analytics tool is not the one with the most charts; it is the one you will actually open every morning because it is right there, on the plan you are already paying for, showing today’s revenue against last month’s.
Say an HVAC shop runs 8 estimates a week at a $6,500 average install ticket and closes 30% of them. That is roughly 2.4 booked installs a week. Nudge the close ratio to 40% — something you can only manage if you can see it weekly — and you book 3.2 installs a week instead. That extra 0.8 install per week is over $5,000 in weekly revenue, more than $260,000 a year, from a number most shops never track.
You cannot improve a close ratio you have never measured. That is the entire case for putting analytics on every plan.
How We Ranked Them
Most “best software” lists on the internet are sorted by affiliate payout. This one is sorted by what actually helps an HVAC contractor read their business. Every competitor price, plan name, and feature claim below was verified against the vendor’s own pages and recent third-party pricing analyses in June 2026 — where a vendor does not publish pricing, we say so rather than guess.
The six ranking factors
- Which plan analytics lives on. Reporting on the entry plan beats reporting locked behind a top tier, add-on, or sales call.
- HVAC-relevant metrics. Close ratio, average ticket, profit and loss, and expenses by category — not just a revenue total.
- Real-time and self-serve. A live dashboard you open yourself beats a report you request or export.
- Pricing transparency. Published, predictable pricing beats quote-only contracts and per-tech math that balloons as you grow.
- Data ownership. Can you export your own numbers to CSV whenever you want, including if you leave?
- Total platform fit. Analytics is most useful when the jobs, invoices, and expenses feeding it already live in the same system.
At a Glance: HVAC Analytics Tools Compared
| Tool | Pricing | Analytics On Which Plan | HVAC Metrics | CSV Export | Free Trial |
|---|---|---|---|---|---|
| QuoteIQ | $29.99–$699/mo (published) | Every plan (Basic); full dashboard $74.99+ | Revenue, P&L, close ratio, avg ticket, expenses, tips, lead hub | All plans (CSV) | Built-in, every plan |
| ServiceTitan | Quote-only (~$245–$500+/tech/mo)* | Included (Essentials tier+) | Deepest KPI & technician-performance dashboards | Reported export friction | No free trial |
| Housecall Pro | ~$59–$299/mo (+ per-user on MAX) | Advanced reporting on top MAX tier | Dashboards, but advanced gated to MAX | Yes | 14-day trial |
| Jobber | $39–$599/mo | Advanced reporting on Grow ($199+) | Reporting suite + job costing on Grow | Yes | 14-day trial |
| FieldEdge | Quote-only (~$100–$125/user/mo)* | Advanced Reporting is a paid add-on (~$49/mo) | QuickBooks-deep reporting, HVAC-native | Yes | No free trial |
| Service Fusion | Flat-rate, unlimited users (from ~$208/mo) | Included, but reporting is a noted weak spot | Basic dashboards, weaker reporting | Yes | No free trial |
The 6 Best Business Analytics Tools for HVAC, Ranked
QuoteIQ — Best Business Analytics for HVAC
Best for: HVAC contractors who want real-time revenue, profit, and close-ratio analytics in the same app that runs their jobs · Pricing: from $29.99/mo, full dashboard $74.99/moQuoteIQ wins this list because it does the one thing every other tool here makes you pay extra for: it puts a real-time Business Analytics dashboard in front of you on every plan. The moment you log in you see YTD sales, a profit-and-loss bar chart, close ratio with month-to-date and year-to-date badges, average ticket, a sales-by-service donut, expenses by category, tips, lead sources, and outstanding invoices — the exact numbers an HVAC shop needs to know whether this month is actually profitable.
For HVAC specifically, the metrics line up with how the trade makes money. Close ratio tells you how many of your estimates turned into booked installs. Average ticket tells you whether your pricing is trending up or down across maintenance calls, repairs, and full system replacements. The expenses dashboard breaks spending into Equipment, Insurance, Vehicle, and Materials with a donut chart, so refrigerant and truck costs are not a year-end surprise. Pair it with Job Costing on the Pro plan and you get per-job profit — total price minus labor minus expenses — calculated automatically from time tracking.
QuoteIQ pricing is fully published: Essentials $29.99 (basic analytics), Beginner $74.99 (full advanced dashboard), Pro $149.99 (adds Job Costing and ClientHub), Elite $299 (10 users, adds EmployeeHub and route tools), Max $699 (unlimited users). Basic analytics is on every tier; the full modular dashboard with lifetime date ranges unlocks at Beginner and up. You can export everything to CSV on any plan — your data is yours. A 14-day free trial is available on every plan, and a credit or debit card is required to start the trial. The 4.7-star rating spans 4,100-plus verified App Store and Google Play reviews.
- Real-time analytics dashboard included on every plan — no add-on, no MAX-tier gate, no sales call
- HVAC-relevant metrics: close ratio, average ticket, profit and loss, sales by service
- Expenses by category donut (Equipment, Insurance, Vehicle, Materials) with add-expense inline
- Per-job profitability via Job Costing on Pro and above
- CSV export of customers, jobs, revenue, and expenses on all plans
- Fully published pricing from $29.99–$699/mo — no quote-based contracts
- Bundled with AI Estimator, Virtual Call Team, invoicing, and review automation
- The full advanced dashboard requires Beginner ($74.99) or above — Essentials shows a basic view with upgrade prompts
- Not an enterprise BI suite — no custom-built report writer like ServiceTitan’s deepest tiers
- Per-job costing needs the Pro plan ($149.99) and above
- Newer platform than 20-year-old HVAC-specific incumbents
If you run a residential or small-to-mid commercial HVAC business and you want to actually watch your revenue, close ratio, and margins without paying for a premium reporting tier, QuoteIQ is the pick. Choose differently only if you are a 20-plus-tech operation that needs an enterprise report writer (look at ServiceTitan) or you specifically need 45 years of HVAC service-agreement reporting tied to QuickBooks Desktop (look at FieldEdge).
“Professional, easy to use, and great analytics.”
ServiceTitan — Best Enterprise Analytics for Large HVAC Operations
Best for: 20+ technician HVAC companies with dedicated office staff · Pricing: quote-onlyServiceTitan has the deepest analytics in the entire field-service category. Its KPI dashboards, technician-performance scorecards, and marketing-campaign ROI tracking are genuinely best-in-class, and the platform is purpose-built for HVAC, plumbing, and electrical. If you run a large dispatch-based operation and have someone whose job is to live in the reporting module, nothing else here matches its depth.
The catch is who it is for. ServiceTitan does not publish pricing; third-party analyses in 2026 consistently report roughly $245 to $500-plus per technician per month, plus implementation fees that range from several thousand to tens of thousands of dollars. ServiceTitan itself has stated the platform is not optimized for companies with three or fewer technicians, and reviewers consistently describe a multi-month implementation. For a small or mid-size HVAC shop, you are paying enterprise prices — and learning an enterprise system — for analytics you can get more simply elsewhere.
There is also a data-ownership wrinkle worth knowing: contractors in public forums and reviews have reported difficulty exporting their own data after cancellation. For an analytics buyer, the ability to take your numbers with you matters.
- Deepest KPI, technician-performance, and marketing-ROI analytics in the trades
- Purpose-built for HVAC, plumbing, and electrical at scale
- Powerful dispatch board with real-time technician tracking
- Strong fit for $5M+ revenue, 20+ tech operations
- Quote-only pricing — reported ~$245–$500+/tech/mo plus heavy implementation fees
- Explicitly not optimized for shops with 3 or fewer technicians
- Multi-month implementation and steep learning curve
- No free trial; reported friction exporting your own data after leaving
Pick ServiceTitan if you are a large HVAC operation with 20-plus technicians, dedicated office staff, and the budget and patience for enterprise software. For everyone smaller, the analytics depth is more than you will use, at a price that is hard to justify.
Housecall Pro — Best Dashboards for Small HVAC Crews
Best for: small HVAC teams that want polished, simple reporting · Pricing: ~$59–$299/moHousecall Pro is one of the most popular field-service platforms for small home-service teams, and its dashboards are clean and approachable. For a small HVAC crew that wants to see scheduling, invoicing, and basic performance without a learning curve, it does the job nicely and has a genuine 14-day trial.
The analytics caveat is the tiering. Multiple 2026 pricing analyses note that Housecall Pro’s published plans run roughly $59 (Basic), $149 (Essentials), and $299 (MAX) — and that advanced reporting lives on the top MAX tier, which for larger teams moves to custom pricing and adds per-user fees of about $35 per extra user. So the moment you want deeper reporting, you are on the most expensive plan. Some reviews also flag limited reporting and no job-costing on lower tiers.
If your reporting needs are light and you value a polished, beginner-friendly interface over depth, Housecall Pro is a reasonable fit. If analytics is the reason you are shopping, the gating works against you.
- Clean, beginner-friendly dashboards and overall interface
- Strong scheduling, dispatching, and invoicing for small crews
- Genuine 14-day free trial
- Two-way QuickBooks sync and built-in marketing tools
- Advanced reporting gated to the top MAX tier (custom pricing for larger teams)
- Per-user fees (~$35/user) stack on MAX
- Reviewers note limited reporting and no job costing on lower tiers
- No native route optimization as of 2026
Choose Housecall Pro if you are a small HVAC crew that wants simple, polished software and only light reporting. If you specifically want strong analytics, you will end up on its most expensive tier to get them.
Jobber — Best Reporting Once You Reach the Grow Plan
Best for: organized small-to-mid HVAC teams comfortable on a mid tier · Pricing: $39–$599/moJobber is a well-built, widely loved platform with clean reporting and a genuinely good mobile app. Its published pricing in 2026 runs Core $39, Connect $119 (or $169 for a 5-user team), Grow $199 (or $349 for 10 users), and Plus $599 for 15 users. Advanced reporting and job costing arrive on the Grow plan, which is a reasonable middle tier for an organized HVAC team.
Where it adds up is the extras. Jobber publishes add-ons separately — an AI Receptionist at about $99/month, a Marketing Suite at about $79/month, and additional users at about $29 each — plus payment processing. So a growing HVAC shop that wants reporting, marketing, and a few extra seats can climb past the sticker price quickly. The core reporting itself, though, is dependable and clearly presented.
For an HVAC business that is already organized and wants tidy reporting without enterprise complexity, Jobber is a solid choice — just budget for the Grow plan to get the analytics you came for.
- Clean, dependable reporting and a top-rated mobile app
- Job costing and advanced reporting on the Grow plan
- Published, transparent base pricing with a 14-day trial
- Strong client communication and scheduling
- Advanced reporting and job costing require Grow ($199+)
- Add-ons (AI Receptionist ~$99, Marketing ~$79, ~$29/user) inflate the total
- Not HVAC-specific — no service-agreement or refrigerant-focused workflows
- Per-user pricing scales as the crew grows
Pick Jobber if you want clean, reliable reporting and are comfortable landing on the Grow plan to get it. It is a polished generalist — just not the cheapest path to HVAC analytics, and not HVAC-specific.
FieldEdge — Best HVAC-Native Reporting (For a Price)
Best for: established HVAC shops tied to QuickBooks and service agreements · Pricing: quote-onlyFieldEdge has 45 years of HVAC heritage and is built specifically for the trade — flat-rate pricebooks, service agreements, customer equipment history, and a deep two-way QuickBooks integration that still supports QuickBooks Desktop, which many competitors have dropped. For an established HVAC shop that runs membership programs and lives in QuickBooks, its reporting speaks your language.
The analytics cost is the issue. FieldEdge does not publish pricing; third-party aggregators in 2026 consistently report roughly $100 per office user and $125 per field technician per month, plus setup fees of $500 to $2,000. More to the point for this list, Advanced Reporting is a paid add-on reported at about $49/month on top of the per-user base, alongside add-ons for inventory and extra mobile licenses. There is also no free trial. The Capterra base sits around 4.2 stars across roughly 300 reviews.
So FieldEdge can absolutely give an HVAC shop strong, trade-specific reporting — you just pay per user, pay setup, and pay again for the advanced reporting module.
- Purpose-built for HVAC — pricebooks, service agreements, equipment history
- Deep two-way QuickBooks integration, including QuickBooks Desktop
- Strong mobile app for technicians in the field
- 45-year track record in the trade
- Quote-only, per-user pricing (~$100–$125/user/mo) plus $500–$2,000 setup
- Advanced Reporting is a paid add-on (~$49/mo)
- No free trial; mandatory onboarding
- Add-ons for inventory and extra mobile licenses stack the cost
Choose FieldEdge if you are an established HVAC shop that runs service agreements and is committed to QuickBooks, and you accept paying per user plus an add-on for advanced reporting. Smaller shops will find the all-in cost steep for the analytics.
Service Fusion — Best Flat-Rate Value for Big HVAC Teams
Best for: larger HVAC teams that want unlimited users at a flat rate · Pricing: from ~$208/moService Fusion stands out for one reason: flat-rate pricing with unlimited users on every plan. A 10-tech HVAC shop pays the same as a 2-tech shop, which makes the per-seat math that punishes growth on Jobber or Housecall Pro simply disappear. Its Starter plan is widely reported around $208/month on annual billing, with higher Plus and Pro tiers, and it covers the core dispatch-to-payment workflow well with a clean drag-and-drop board and built-in calling.
For an analytics buyer, though, reporting is the recurring critique. 2026 reviews repeatedly flag Service Fusion’s reporting and mobile experience as weaker than competitors, and there is no free trial or free plan. You get solid operational dashboards and the unbeatable unlimited-user economics, but not the depth of analytics that a reporting-first buyer is shopping for.
If your priority is keeping software costs flat as you add technicians and your reporting needs are modest, Service Fusion is a strong value. If analytics depth is the goal, it ranks last here for a reason.
- Flat-rate pricing with unlimited users on every plan
- Excellent cost economics for larger HVAC teams (10+ users)
- Clean dispatch board, built-in VoIP calling, reliable QuickBooks sync
- Purpose-built for HVAC, plumbing, and electrical
- Reporting consistently noted as a weak spot in 2026 reviews
- No free trial and no free plan
- GPS tracking requires hardware plus a per-vehicle fee
- Annual amount charged upfront; reported support wait times
Pick Service Fusion if you run a larger HVAC team and want flat, predictable software costs as you grow, and your reporting needs are modest. If analytics is your main reason for shopping, choose higher on this list.
Which Tool Fits Your HVAC Business?
The growing residential shop
You run 3–6 techs doing residential maintenance, repairs, and the occasional install. You are spending more on parts and a new truck, and you genuinely do not know your close ratio or this month’s margin.
You need analytics you will actually open daily, on a plan you can afford while scaling — close ratio, average ticket, and expenses by category, with job costing as you grow.
→ QuoteIQ (Beginner $74.99, or Pro $149.99 for job costing)The 25-tech commercial operation
You have multiple crews, a dispatcher, dedicated office staff, and $5M+ in revenue. You want technician-level performance scorecards, marketing-campaign ROI, and a custom report writer — and you have the budget and staff to run it.
This is the one case where enterprise depth earns its price. You will use reporting most platforms could never justify.
→ ServiceTitan (quote-based, enterprise)The QuickBooks-Desktop service shop
You have run on QuickBooks Desktop for years, you sell maintenance agreements, and your reporting has to map cleanly to your existing accounting and flat-rate pricebook.
A trade-native platform with deep two-way QuickBooks sync — including Desktop — will fit your books better than a generalist, if you accept paying for the reporting add-on.
→ FieldEdge (HVAC-native, QuickBooks-deep)See your HVAC numbers in real time
QuoteIQ’s Business Analytics dashboard shows revenue, profit and loss, close ratio, average ticket, and expenses the moment you log in — on every plan. Try it free for 14 days.
The ROI of Actually Watching Your Numbers
Close ratio. An HVAC shop sending 8 estimates a week at a $6,500 average install ticket, closing 30%, books about 2.4 installs weekly. Tracking close ratio weekly and lifting it to 40% books 3.2 installs — roughly $5,200 more revenue per week, over $270,000 a year, from one number on a dashboard.
Average ticket. If your dashboard shows average ticket slipping from $625 to $560 across maintenance calls, that is a 10% pricing leak you can catch in a month instead of at tax time. On 400 invoices a year, recovering $65 each is $26,000 back.
Lead response. Widely cited lead-response research shows that contacting a new lead within five minutes versus thirty makes you dramatically more likely to win the job. A lead hub that surfaces lead sources tells you which channels actually book — so you stop spending on the ones that do not.
None of this requires an enterprise BI suite. It requires a dashboard you will open every morning — which is exactly why analytics belongs on every plan, not behind a premium tier. See the HVAC tools and Business Analytics in action, and learn more from the U.S. Small Business Administration on tracking small-business financials.
How HVAC Analytics Works Inside QuoteIQ
From raw jobs to decisions in five steps — the actual workflow an HVAC contractor follows inside QuoteIQ’s Business Analytics.
Connect your jobs
Run estimates, invoices, and payments through QuoteIQ so every dollar flows into the dashboard automatically — no manual entry.
Open the dashboard
Log in to see YTD sales, a profit-and-loss chart, close ratio badges, average ticket, and outstanding invoices in real time.
Filter the timeframe
Switch any widget between Today, Last 30 Days, This Year, or a Lifetime/custom range to compare periods year over year.
Read expenses by category
Use the expenses donut to see Equipment, Insurance, Vehicle, and Materials at a glance, and add expenses inline.
Export and act
Export any report to CSV, then adjust pricing, follow-ups, and crew assignments based on what the numbers actually show.
QuoteIQ Pricing — Analytics on Every Plan
Basic Analytics is included on Essentials. The full advanced dashboard — modular widgets, lifetime date ranges, and detailed expense breakdowns — unlocks on Beginner and above. Per-job costing arrives on Pro.
Annual billing saves 2 months on every plan. A 14-day free trial is available; a credit or debit card is required to start the trial.
HVAC Business Analytics — FAQ
QuoteIQ is the best business analytics software for HVAC businesses in 2026 because its real-time Business Analytics dashboard — revenue, profit and loss, close ratio, average ticket, expenses by category, tips, and lead sources — is included on every plan from $29.99/mo, with the full advanced dashboard on Beginner at $74.99/mo. ServiceTitan has deeper enterprise analytics but is quote-only and built for 20+ techs; Housecall Pro gates advanced reporting to its MAX tier; Jobber puts it on Grow ($199); FieldEdge charges for reporting as an add-on; and Service Fusion is weaker on reporting. For most HVAC shops, having analytics on every plan wins. See HVAC software and pricing.
It ranges from $29.99/mo to enterprise quote-based pricing. QuoteIQ publishes plans from $29.99 (Essentials, basic analytics) to $699 (Max), with the full advanced dashboard on Beginner ($74.99). Jobber runs $39–$599 with reporting on Grow ($199). Housecall Pro is roughly $59–$299 with advanced reporting on MAX. ServiceTitan (quote-only, ~$245–$500+/tech/mo) and FieldEdge (~$100–$125/user/mo plus a ~$49/mo reporting add-on) do not publish pricing. Service Fusion is flat-rate from ~$208/mo for unlimited users. All figures verified June 2026; see QuoteIQ pricing.
For most HVAC shops, yes — for the largest, it depends. ServiceTitan has the deepest KPI and technician-performance analytics in the trades, but it is quote-only (reported ~$245–$500+/tech/mo plus implementation), has no free trial, and is explicitly not optimized for shops with 3 or fewer techs. QuoteIQ gives you real-time revenue, profit, close ratio, and expenses on every plan from $29.99/mo with a 14-day trial and published pricing. If you have 20+ techs and dedicated office staff, ServiceTitan’s depth can be worth it; otherwise QuoteIQ delivers the analytics that move an HVAC business at a fraction of the cost. Compare Business Analytics and Job Costing.
Basic Analytics is on Essentials ($29.99). The full advanced dashboard — modular widgets, lifetime date ranges, detailed expense breakdowns, close ratio, tips, and average ticket — unlocks on Beginner ($74.99) and above. If you want per-job profitability, Job Costing is on Pro ($149.99) and up, which calculates profit as total price minus labor minus expenses automatically. CSV export is available on every plan. Most growing HVAC shops land on Beginner or Pro. See all plans.
The Business Analytics dashboard tracks revenue by day, week, month, and year (and by service, customer, and employee), a profit-and-loss bar chart, close ratio with month-to-date and year-to-date badges, average ticket with a monthly trend, expenses by category (Equipment, Insurance, Vehicle, Materials) in a donut chart, tips, a sales-by-service donut, a Lead Hub showing lead sources and pipeline stages, and outstanding invoices. Every widget filters by Today, Last 30 Days, This Year, or a Lifetime/custom range, and exports to CSV. It pairs with Job Costing for per-job margins.
Yes. Export Data is available on every plan. You can download customer lists, job history, revenue reports, expense logs, and more as CSV files anytime — your data belongs to you. This matters when comparing tools: some platforms, including reports about ServiceTitan, describe friction exporting your own data after cancellation. With QuoteIQ, the analytics you see can be exported whenever you need it, including for tax season. See pricing and HVAC software.
By turning guesswork into decisions. Close ratio shows how many estimates become booked installs, so you can coach your team and lift conversion. Average ticket reveals pricing leaks before they cost you a year of margin. Expenses by category catches refrigerant, vehicle, and equipment costs creeping up. The Lead Hub shows which marketing channels actually book jobs versus just generating clicks. Per the U.S. Bureau of Labor Statistics, HVAC demand keeps growing — and ACCA has long pushed contractors toward data-driven operations. A real-time dashboard on every plan is how a small shop competes on numbers, not just hustle.
Yes. QuoteIQ is built for residential and small-to-mid commercial HVAC contractors, covering scheduling, invoicing, AI estimating, call answering, and real-time Business Analytics in one app. The dashboard segments revenue by service type and customer, so a shop doing both maintenance agreements and replacement installs can see which lines are most profitable. For very large multi-location commercial operations needing enterprise dispatch and a custom report writer, ServiceTitan may fit better; for most residential and light-commercial HVAC shops, QuoteIQ covers it. See HVAC software and pricing.
Stop guessing. Start seeing your HVAC numbers.
Real-time revenue, profit and loss, close ratio, and expenses — in one dashboard built for contractors, included on every QuoteIQ plan. Try it free for 14 days.
Watch: What is QuoteIQ? (3-minute overview)
A short walkthrough of how QuoteIQ replaces the stack of disconnected tools most HVAC contractors use to quote, schedule, invoice, and track their numbers.
Reviewed by Industry Experts
Mike Vidan, Co-Founder
20+ year home service business owner who built one of the largest contractor audiences on YouTube, teaching operators how to start, scale, and run profitable service businesses — including reading their numbers.
Read full bio →Justin Rogers, Co-Founder
Serial entrepreneur and founder of the ForeverSelfEmployed brand, with one of the most-watched home-service channels on YouTube, sharing real-world strategies for running profitable service businesses.
Read full bio →Real QuoteIQ Customer Reviews — 4.7★ across 4,100+ verified reviews
“It’s easy to use, highly reliable, and keeps client records, scheduling, payments, and reporting in perfect order.”
“This app has saved me so much money now that I can quote a fair price while still being able to make money.”
“Job tracking, payments, and client management all in one clean, easy-to-use system.”
