The 5 Best HVAC ERP
Enterprise Resource Planning (or ERP) software helps HVAC companies operate more efficiently by integrating various business processes, such as inventory, scheduling, accounting, and customer management, into a single platform. In this blog, HomeRank Ads will break down the 5 best HVAC ERP systems (or ERP-like systems with features designed for HVAC) so you can streamline operations, improve inventory management, track service calls, and integrate financial and customer data, enhancing efficiency and decision-making. Sound amazing? Let’s go!
2) Jobber
4) NetSuite
5) Simpro
For Canadian HVAC businesses seeking comprehensive ERP solutions, click on the links above or keep reading to learn about these five top options. Or, if you have other questions and want to chat about a digital marketing solution for your HVAC company, contact us at HomeRank!
In case you don’t know what ERP is, take a look at this brief video before you read about the best HVAC ERP systems.
Best HVAC ERP Systems To Try
Overall, the following ERP systems or FSM (Field Service Management) systems with ERP-like features stand out because they are tailored to the unique needs of HVAC businesses, with features designed to do the following:
Simplify operations
Improve customer service
Increase efficiency
They offer strong mobile access, real-time updates, integration with accounting, and are scalable to meet the needs of both small and larger HVAC companies. Let’s now look at our best HVAC ERP systems.
1) Service Titan
While not an ERP, Service Titan has ERP-like features and is popular among HVAC companies.
Image Source: Screenshot from ServiceTitan
Quick Facts
Type of System: FSM (Field Service Management) system with ERP-like features
Best For: Medium to large HVAC companies
Website: https://www.servicetitan.com/industries/hvac-software
Description
ServiceTitan is a comprehensive field service management (FSM) platform designed for HVAC businesses. It offers advanced features such as scheduling, dispatch, inventory management, CRM (Customer Relationship Management), and financial tools, making it particularly suitable for larger businesses with multiple teams, locations, and high customer volume.
While it’s more focused on field service operations, ServiceTitan does offer some ERP-like capabilities through its integrated invoicing, payment tools, and data-driven analytics.
Despite not providing the full suite of traditional ERP functionalities like HR management, supply chain management, or manufacturing, ServiceTitan delivers a complete solution for HVAC contractors, combining essential field service management with elements of financial management and CRM.
Key Features
Dispatching and Scheduling: Optimized for larger teams and efficient service management.
CRM Tools: Advanced customer relationship and marketing management.
Mobile Access: Allows field technicians to access job details, updates, and invoicing on the go.
Integrated Invoicing and Payments: Streamlines billing and payment processes.
Scalability: Supports growing businesses with expanding teams and locations.
Why It Stands Out
Comprehensive Functionality
ServiceTitan integrates core FSM features like scheduling, dispatching, CRM, and financial tracking, offering HVAC companies a solution that covers many ERP-like needs without full ERP complexity.
Click on the image above to check out a demo of ServiceTitan’s Dispatch Board used for scheduling.
Image Source: Screenshot from ServiceTitan
Industry-Specific Tools
Tailored for HVAC businesses, ServiceTitan includes features like real-time technician communication, service call tracking, and dynamic dispatching, which are essential for the service industry.
User-Friendly Interface
The platform is designed to be intuitive for both office staff and technicians, ensuring that teams can easily adopt and use the system.
2) Jobber
Watch this video to see what people are saying about Jobber and to determine if it is the best HVAC ERP system for you.
Quick Facts
Type of System: FSM with ERP-like features
Best For: Small to medium-sized businesses
Website: https://www.getjobber.com/industries/hvac/
Description
Jobber is an affordable and user-friendly Field Service Management (FSM) tool, ideal for smaller HVAC businesses or those beginning to scale. It provides essential features like scheduling, dispatching, invoicing, and customer management, offering a cost-effective alternative to more complex ERP systems.
While it lacks the full range of business management functions such as supply chain, HR, and manufacturing found in traditional ERPs, Jobber includes ERP-like features like invoicing, payment processing, and customer management.
It’s designed for businesses that need to streamline field service operations without the complexity or expense of an ERP solution.
Key Features
Simple Job Scheduling and Dispatch: Easy management of technician schedules and job assignments.
Invoicing and Payment Processing: Smooth billing and payment workflows.
Mobile Access for Technicians: Field technicians can access job details and update records remotely.
Customer Relationship Management (CRM): Tools for tracking and managing customer interactions.
Ideal for Small to Medium-Sized Companies: Best suited for businesses that don’t require full-scale ERP but need essential FSM capabilities.
Why It Stands Out
Field Service Management Focus
Jobber excels in managing field operations with streamlined features for scheduling, invoicing, and customer management.
Above is Jobber’s Job Tracking Dashboard which is designed to give you an overview of projects and to keep everyone on task.
Image Source: Screenshot from Jobber
Customization
The system offers customizable workflows and automated reminders, letting businesses tailor the software to their specific needs.
Mobile-Optimized
The mobile app ensures that technicians can easily access job details and update records on-site, improving efficiency for HVAC companies.
3) eresource Nfra
This image shows the functions and features you can benefit from with eresource Nfra, a full ERP system.
Image Source: Screenshot from eresrouce Nfra
Quick Facts
Type of System: Full ERP System
Best For: Medium to large HVAC companies
Website: https://www.eresourceerp.com/erp-software-for-hvac/
Description
eResource Nfra is a full ERP solution designed for medium to large HVAC companies and enterprises. It integrates field service management (FSM) with comprehensive financial, supply chain, inventory, and project management tools. Tailored for industries like HVAC, it supports complex operations, multiple locations, and large teams.
As a true ERP system, eResource Nfra covers a wide range of business functions, including production, sales, service management, and accounting. It stands out as one of the best HVAC ERP systems by combining FSM with broader business resource management capabilities, making it an ideal choice for companies needing complete end-to-end management.
Key Features
Full ERP Capabilities: Includes finance, HR, and project management.
Supply Chain and Inventory Management: Tools for procurement, tracking, and managing resources.
Advanced Reporting and Analytics: In-depth insights for decision-making and performance tracking.
Customization Options: Tailorable to meet the specific needs of HVAC businesses.
End-to-End Business Management: Covers all operational areas, from sales to service.
With eresource Nfra, customers receive a full and comprehensive ERP. Check out some of the software’s features by clicking on the link above.
Image Source: Screenshot with a sample of eresource Nfra’s software features
Why It Stands Out
Industry-Specific
Designed with HVAC businesses in mind, offering features for managing sales, service contracts, inventory, and maintenance.
Centralized Operations
Integrates key business functions—such as supply chain, work orders, and project management—streamlining processes and reducing administrative overhead.
Customization and Scalability
Highly customizable and scalable, allowing HVAC companies to grow without outgrowing the system.
4) NetSuite
This ERP from NetSuite is cloud-based, meaning you get real-time access to business data and processes from any location.
Quick Facts
Type of System: Full, cloud-based ERP system
Best For: Large HVAC companies/enterprises
Website: https://www.netsuite.com/portal/products/erp.shtml
Description
NetSuite is a comprehensive, highly scalable ERP solution that is ideal for large HVAC businesses or enterprises. It offers a full suite of features, including financial management, supply chain management, CRM, HR, and field service management (through integrations). NetSuite is specifically designed to meet the complex needs of companies with a large workforce, multiple locations, and operations that span across different departments.
This enterprise-level system streamlines operations and integrates all facets of the business, from customer relationships to inventory and accounting, into a single platform. With its ability to handle global business operations, NetSuite is perfect for businesses that need a robust, long-term ERP solution that supports growth, complexity, and customization across various business functions.
Key Features
Comprehensive ERP: Tools for finance, supply chain, inventory, CRM, and HR management.
Scalable: Suitable for enterprise-level complexity and large, growing businesses.
Advanced Reporting and Real-Time Business Insights: Custom reports and data-driven decision-making tools.
Global Reach: Supports multiple currencies, tax laws, and regulatory requirements.
Highly Customizable: Tailor the system to meet specific business and industry needs.
Why It Stands Out
Comprehensive ERP for Complex Operations
NetSuite integrates every aspect of your business—financials, supply chain, HR, inventory, CRM, and field service management—into one platform. This all-in-one approach makes it easier to manage day-to-day operations while providing powerful tools for decision-making, forecasting, and strategy.
Scalability
As your HVAC business grows, NetSuite can easily accommodate new departments, locations, and even global operations. It allows businesses to add features as needed, ensuring that the software can continue to meet your evolving requirements.
Manage inventory better with NetSuite’s management system.
Image Source: Screenshot from NetSuite
Real-Time Data and Insights
With real-time access to data and advanced analytics, NetSuite helps HVAC businesses make informed decisions on everything from inventory management to customer service. The ability to generate custom reports tailored to your unique business needs further enhances its value.
Global Reach
NetSuite’s global capabilities make it perfect for HVAC companies operating in multiple regions or countries. It supports multiple currencies, tax laws, and compliance requirements, ensuring seamless operation regardless of your business's geographical spread.
Customization
NetSuite provides high levels of customization, allowing HVAC companies to modify workflows, automate processes, and create specialized reports that align with business goals. Whether it’s for industry-specific needs or unique operational requirements, NetSuite’s flexible configuration can be adapted to suit your business perfectly.
5) Simpro
Quick Facts
Type of System: Full ERP system
Best For: Medium to large HVAC companies
Website: https://www.simprogroup.com/industries/hvac-software
Description
Simpro is a comprehensive ERP and FSM system that integrates both field service management and essential back-office operations such as the following:
Inventory Management
Financials
Project Management
Designed for medium to large HVAC businesses, SimPRO provides a unified solution to manage operations at scale, covering everything from field operations to back-office processes. It’s ideal for businesses that require a robust, end-to-end system to handle both service management and business operations efficiently.
Simpro offers specialized features tailored for industries like HVAC, electrical, and plumbing, combining field service management with back-office functions to provide a truly comprehensive ERP solution. This comprehensive system makes it one of the best HVAC ERP options to choose from.
Key Features
Field Service Management and Job Tracking: Manage service calls, job assignments, and technician performance.
Inventory and Asset Management: Track HVAC units, spare parts, and tools across jobs.
Financial Management: Includes invoicing, accounting, and financial tracking.
Project and Workflow Management: Efficiently manage HVAC projects, from estimation to completion.
Full Control Over Field and Back-Office Functions: Streamline all aspects of operations within a single platform.
Why It Stands Out
Comprehensive HVAC-Focused ERP
Simpro is specifically designed for the HVAC, electrical, and plumbing industries, meaning its features are customized to the unique needs of these businesses. It integrates field service management with back-office operations, making it especially useful for HVAC companies that need a system covering all aspects of their business.
Complete End-to-End Solution
Offering full ERP functionality, Simpro allows HVAC companies to manage field operations, inventory, financials, job tracking, CRM, and project management from a single platform. This integration ensures businesses can handle everything from scheduling and dispatch to financial reporting, all within one system.
Field Service Optimization
This ERP excels at field service management, allowing HVAC businesses to efficiently schedule, dispatch, and track technician activities. The mobile app for field technicians is intuitive, enabling them to access job details, update statuses, and process invoices in real-time, improving efficiency and service delivery.
Keep track of everything from scheduling to invoicing with Simpro’s HVAC ERP software.
Image Source: Screenshot from Simpro
Integrated Project and Job Costing
HVAC companies often manage complex projects like installations or large maintenance contracts. Simpro offers robust project management features, including job costing, estimating, and tracking profitability, making it easy to manage both long-term projects and day-to-day service work. Watch the video above or click on this link to learn more about job costing and estimating with Simpro.
Inventory and Asset Management
With tools for tracking HVAC units, parts, and tools, Simpro ensures that HVAC companies can keep close tabs on essential inventory. This reduces the risk of stock shortages and ensures that technicians always have the parts they need to complete their jobs.
Reporting and Insights
Simpro provides detailed reporting and insights across various business aspects, including financial performance, job profitability, and technician productivity. These data-driven insights allow HVAC companies to make informed decisions that improve efficiency and profitability.
We at HomeRank Ads think these are the best HVAC ERP systems (or ERP-like systems) because they offer a range of features to enhance efficiency and streamline operations for HVAC businesses. Here are some final tips to help you choose an ERP that suits you:
For small businesses: Jobber is your go-to choice for simplicity and affordability.
For medium-sized businesses: ServiceTitan, eResource Nfra, and Simpro provide the right mix of field service management and back-office operations.
For large businesses or enterprises: NetSuite ERP, ServiceTitan, and Simpro offer advanced features for large-scale operations and complex management needs.
While we can’t do the choosing for you, we can help you find the tools and strategies to increase your leads. We have over 15 years of experience helping local HVAC companies and others in the service field with their digital marketing strategy. Follow our blog for more tips on enhancing your HVAC company’s digital marketing, or contact us if you have questions or need further assistance.
