FOR 1 TO 5 PERSON HVAC SHOPS

The Scheduling and Invoicing App for Small HVAC Shops

Dispatch, estimates, invoices and maintenance agreement billing, run from your phone. Your books stay in QuickBooks. One flat price per plan: $29 a month for one person, $69 for two to four, $129 for five or more.

Full disclosure: we build FSMsync. The competitor prices on this page come from the vendors' own public pricing pages, verified October 26, 2026, month-to-month against month-to-month. What FSMsync doesn't do is on this page too.
14-day free trial No credit card required Month-to-month

What a small HVAC shop runs on

Owners call it a scheduling and invoicing app, job management, or a CRM. The software business calls it field service software. Here is what this one does for a shop with one to five people.

Maintenance agreements

Set up a recurring invoice for each agreement. It bills on schedule and, once your Square account is connected, auto-charges the card on file. Card payments run through your own Square account at Square's standard rates.

Estimate to invoice

Write the estimate in the driveway. The customer approves it online from their own device. When the job is marked complete, the invoice is drafted, and you can send it from your phone.

Hours on the bill

The clock runs while the tech works. Tracked hours go on the invoice in one click, at the labor rate you set.

Scheduling and dispatch

Put each job on the calendar and assign it to a tech. The schedule won't let you put one man in two places. Customers get a text when you're on the way and a reminder the day before the visit.

Customer records

Every customer's history, contacts and jobs in one place. Bring your list over from a spreadsheet with CSV import.

QuickBooks Online

Customers, invoices and payments sync to QuickBooks Online to match your tickets. Your books stay in QuickBooks.

Your license on the paperwork

Your license number prints on page one of every estimate and invoice, once you enter it in Settings, Branding.

In the truck and in the office

Techs use the iPhone or Android app. The office side runs in a web browser. Same account, same jobs.

What it doesn't do

Equipment records

Each job has an Equipment / Serial # field where you type the unit's make, model and serial number. That's free text on the job. There is no separate record for each unit with its own service history.

Two-way texting

Customers get on-my-way texts and visit reminders. There is no inbox for texting back and forth with them in the app.

Online booking

Customers can't book themselves onto your calendar. You or the office put the job on the schedule.

If any of those is a must-have today, check that before you sign up. Better you know now than after you've moved your customer list.

Next to Housecall Pro and Jobber

Those are the two that most small shops look at first. Here is what their plans cost month-to-month, next to ours. "Not listed" means the feature doesn't appear on the vendor's pricing page. We don't guess.

Plan Month-to-month Users included QuickBooks sync Online booking
Housecall Pro Basic $79/mo 1 Not listed ✓
Housecall Pro Essentials $189/mo 5 ✓ ✓
Jobber Core $49/mo 1 (+$29/mo each) ✗ ✓
Jobber Connect $139/mo 1 (+$29/mo each) ✓ ✓
FSMsync Solo $29/mo flat 1 ✓ ✗
FSMsync Team $69/mo flat 2 to 4 ✓ ✗

The advertised $59/mo for Housecall Pro is Basic billed annually, and the advertised $29/mo for Jobber is Core billed annually. For a shop of 2 to 4, the fair comparison is FSMsync Team at $69/mo flat against Housecall Pro Essentials at $189/mo or Jobber Connect for a team of up to 5 at $199/mo. Both of them include customer online booking, which we don't. All prices verified October 26, 2026. The full math is on FSMsync vs Housecall Pro and FSMsync vs Jobber.

$29, $69 or $129 a month

Solo is $29/month for 1 user, Team is $69/month for 2 to 4 users, and Business is $129/month for 5 or more users. Each plan is a flat monthly price, not a per-user price, and every plan includes every feature. Prices don't include sales tax. Where it applies (Texas businesses), it's added at checkout.

Every plan starts with a 14-day free trial, and no credit card is required to start it. Full pricing.

Your customers and open balances come with you

Your customer list comes over

Export your customers to CSV, and FSMsync's import wizard maps the columns and brings them in. There's no one-click converter, and we won't pretend otherwise. It's CSV-based, and it works.

Open invoices come too

Unpaid balances import as clearly-marked imported invoices. They stay out of your revenue reporting so your numbers start clean.

Or we'll just do it with you

Send us the exports and we'll do the migration together. It's a small company; you'll be talking to the person who built the importer.

HVAC shop questions, answered straight

What does FSMsync cost for an HVAC shop?
Solo is $29/month for 1 user, Team is $69/month for 2 to 4 users, and Business is $129/month for 5 or more users. Each plan is a flat monthly price, not a per-user price, and every plan includes every feature.
Does it handle maintenance agreements?
Yes, through recurring billing. Set up a recurring invoice for each agreement and once your Square account is connected, it auto-charges the card on file through it. Equipment details go in a free-text field on each job. There is no separate equipment record with its own service history for each unit.
Can I switch over from Housecall Pro or Jobber?
Yes. Export your customer list to CSV and FSMsync's import wizard brings it in. Unpaid invoices import as clearly-marked open balances that stay out of your revenue metrics. There's no one-click converter. It's CSV-based, and we'll do the migration with you.
Is there a contract or setup fee?
No. FSMsync is month-to-month with no annual contract and no setup fee, and you can cancel anytime, self-serve, from your billing settings. Card payments run through your own Square account at Square's standard rates; we never hold your money. Prices don't include sales tax. Where it applies (Texas businesses), it's added at checkout.
Can my techs run it from their phones?
Yes. FSMsync has an iPhone app on the App Store and an Android app on Google Play. Techs see their jobs and track their time from the phone. The office side runs in a web browser.
Does it work with QuickBooks?
Yes, QuickBooks Online. Customers, invoices and payments sync to QuickBooks to match your tickets. Your books stay in QuickBooks.
What doesn't FSMsync do?
FSMsync has no two-way texting inbox, no customer self-serve online booking, and no separate equipment record with per-unit service history. If any of those is a must-have today, check that before you sign up.

COMPETITOR PRICES VERIFIED OCTOBER 26, 2026, MONTH-TO-MONTH, FROM EACH VENDOR'S PUBLIC PRICING PAGE. FEATURE CELLS REFLECT THOSE PAGES ONLY. LAST UPDATED NOVEMBER 2, 2026.