Best software for residential HVAC companies: FSM vs ERP, scored

The strongest ERP fits for residential HVAC as of July 2026 are Sage Intacct, NetSuite, and Acumatica, from 16 systems rated 1-5 for this sub-industry against our deep profiles. The 7 specialists profiled below are the other half of the answer, and each entry states exactly where it ends.

Last reviewed 2026-07-20·Scoring methodology·No vendor pays for placement

What changes when field services narrows to residential HVAC

The field services parent verdict, a vertical FSM plus QuickBooks beating any ERP below roughly $15M to $30M revenue, holds nowhere more completely than residential HVAC. What this page adds is the niche on top of it: flat-rate pricebooks, consumer financing sold at the kitchen table, maintenance-agreement deferred revenue, hard seasonality, and the most advanced PE consolidation cycle in the trades. Commercial HVAC (projects, AIA progress billing, retention, WIP) is a different buyer with different tools and stays on the parent page.

For the cross-industry view, ratings, and the broader specialist bench, see the Field Services rankings.

Who this page covers

Residential HVAC still is not one market. The verdicts below are written across these sub-verticals, and where a rating splits by sub-vertical the evidence says so:

Service and repair (demand calls)System replacement and retrofit installMaintenance agreements and membershipsIndoor air quality and home performance add-onsMulti-trade residential platforms (HVAC plus plumbing and electrical)Light commercial service (the crossover zone at the edge of this page)

The niche roster: 7 specialists, verified

The specialists come first on this page because in residential HVAC they are usually the real decision. Each is verified for ownership, pricing posture, and current availability as of July 2026, and none is scored by our ERP methodology. Read the boundary fields: every one of these tools ends somewhere, and that boundary is where the ERP question actually starts.

Residential trades field service management (the category gorilla)

ServiceTitan

The platform the residential HVAC consolidation wave runs on: call booking with recorded-call scoring, dispatch and capacity planning, technician mobile with good-better-best presentation, memberships, integrated consumer financing, payments, payroll timesheets, and the deepest marketing attribution in the trade (Marketing Pro and Phones Pro tie campaigns and tracking numbers to booked jobs and revenue). Public since December 2024; fiscal 2026 revenue of $961M.

Best for:: Residential HVAC, plumbing, and electrical shops from roughly $3M to several hundred million in revenue, and essentially every PE platform in the niche, that can absorb premium per-technician pricing, a heavyweight onboarding, and an admin seat or two to run it.
Not for:: Shops under roughly $1M-$2M or fewer than about five technicians, where cost and implementation load routinely exceed the benefit; that market belongs to Housecall Pro, Jobber, and Sera. Also not the answer for commercial-only mechanical contractors, who should look at BuildOps on the parent page.
Where it ends:: It deliberately stops at the GL: accounting exports to QuickBooks Online, QuickBooks Desktop, Sage Intacct, or CSV journals. No consolidations, no entity structures, no GAAP close, and membership deferral schedules still need a real accounting system behind it. A roll-up on ServiceTitan still buys Intacct or NetSuite, which is this page's thesis in one sentence.
Pricing:: Undisclosed by the vendor; quote-based per technician. Third-party 2026 analyses converge on roughly $245-$500 per technician per month by tier, $5K-$50K onboarding, and Pro add-ons (Marketing Pro, Phones Pro, Pricebook Pro) adding 30-50% (fieldcamp.ai, procured.us, projul.com; moderate confidence, unverifiable against vendor list prices).
Pairs with:: QuickBooks Sage Intacct NetSuite

Ownership & sources

Ownership: Public company (Nasdaq: TTAN) since the December 2024 IPO.

SMB home services management with built-in consumer financing

Housecall Pro

The self-serve tier below ServiceTitan: scheduling, dispatch, estimates, invoicing, payments, review management, a paid add-on price book powered by Profit Rhino content, and Wisetack consumer financing embedded in estimates and invoices. Published pricing and fast setup are the pitch.

Best for:: Residential HVAC shops from solo operators to roughly 20 technicians (under about $5M revenue) that want financing presentation and a usable pricebook without ServiceTitan's cost or onboarding weight.
Not for:: Multi-branch platforms, commercial service work, or operators who need deep capacity planning, memberships analytics, and marketing attribution; those needs push to ServiceTitan well before $10M revenue.
Where it ends:: Invoices and payments sync to QuickBooks Online; there is no GL, AP, payroll ledger, or consolidation, and membership deferrals are not accounting-grade. The accounting system stays a separate purchase at every size.
Pricing:: Published: Basic $59/mo (1 user), Essentials $149/mo (5 users), MAX $299/mo (8 users) billed annually (vendor pricing page, July 2026, high confidence). Wisetack financing costs the contractor a flat 3.9% of the financed amount on standard offers; promotional 0% APR offers cost more (Wisetack and Housecall Pro documentation, 2026).
Pairs with:: QuickBooks

Ownership & sources

Ownership: Private; a Permira portfolio company via the Permira Growth Opportunities fund, which led a $125M round with Vista Credit Partners in June 2022.

HVAC-first field service management with the Coolfront flat-rate lineage

FieldEdge

HVAC-first FSM descended from dESCO/ESC, one of the oldest product lines in the trade: dispatching, service agreements, and FieldEdge Flat Rate, the former Coolfront pricebook whose repair database (reported at 30,000+ repairs and 16,000+ parts) is close to an industry standard for residential HVAC repair pricing. Its signature is a live two-way QuickBooks integration for both Online and Desktop.

Best for:: Established residential and light-commercial HVAC shops (roughly $1M-$20M revenue) committed to QuickBooks that want flat-rate pricing and service agreements native to the FSM rather than bolted on.
Not for:: Multi-trade platforms, commercial project work, or any operator planning to leave QuickBooks; the product's identity is the QuickBooks pairing, so outgrowing QuickBooks largely means outgrowing FieldEdge.
Where it ends:: Everything financial beyond invoices, payments, and the QuickBooks sync: no native GL, no consolidation, no payroll. The cleanest demonstration of the FSM-plus-QuickBooks stack this page recommends.
Pricing:: Undisclosed. Quote-based; third-party 2026 estimates put it around $100-$125 per user per month plus setup fees (contractortoolstack.com, hvacsoftwarefinder.com; low-to-moderate confidence, unverifiable against vendor list prices).
Pairs with:: QuickBooks

Ownership & sources

Ownership: Xplor Technologies, the Advent International-backed payments and software group; Clearent acquired FieldEdge in 2018 and merged into Xplor in 2021.

Light-end multi-trade service management

Jobber

The volume leader in small-service-business software (100,000+ customers as of May 2026): quoting, scheduling, invoicing, payments, and Wisetack consumer financing, spread across 50+ service verticals rather than built for HVAC specifically.

Best for:: One-to-ten-technician HVAC shops (under roughly $3M revenue) that want the simplest credible system with published pricing, especially owner-operators doing a mix of service and small installs who do not yet sell memberships hard.
Not for:: Shops whose growth plan runs on flat-rate pricebooks, maintenance-agreement density, and marketing attribution; Jobber's generalist design gives HVAC-specific depth up to FieldEdge, Sera, or ServiceTitan as the shop scales past roughly 10 technicians.
Where it ends:: Two-way QuickBooks Online sync is the accounting boundary; no GL, no membership deferral accounting, no consolidation.
Pricing:: Published: Core $49/mo, Connect $139/mo, Grow $199/mo, Plus $499/mo month-to-month, with extra users $29/mo on most tiers and lower first-year annual promos (vendor pricing page, July 2026, high confidence on tier prices; promos change often).
Pairs with:: QuickBooks

Ownership & sources

Ownership: Private (Edmonton, Canada); about $191M raised, including a $100M growth round led by General Atlantic in February 2023.

Membership-first residential HVAC and plumbing FSM

Sera Systems

Dallas-built FSM founded by Billy Stevens, the former owner of DFW contractor Berkeys Air Conditioning, Plumbing and Electrical, designed around the thesis that memberships and automated scheduling, not more dashboards, drive contractor margin. Automated dispatch matched to technician skill, margin-based pricing, a customer self-service hub, and minute-level time tracking. Its May 2023 Series B was funded by contractor-owners in the trades it serves.

Best for:: Residential HVAC and plumbing shops roughly $1M-$15M revenue that want membership growth and scheduling automation opinionated out of the box, at a flat published price instead of per-technician quotes.
Not for:: Large PE platforms needing deep configurability, an integration marketplace, and enterprise reporting (ServiceTitan territory), or generalist multi-trade shops outside HVAC, plumbing, and electrical. Small-vendor risk is real: the company is a fraction of the size of everything else on this list.
Where it ends:: Operations, memberships, and payments only; financials sync to QuickBooks Online. No GL, no multi-entity, no deferral schedules beyond what QuickBooks can hold.
Pricing:: Published: $399/mo covering up to 4 technicians and unlimited admins, plus $149/mo per additional technician, no setup fees stated (vendor pricing page, July 2026, high confidence).
Pairs with:: QuickBooks

Ownership & sources

Ownership: Private and founder-led (CEO Billy Stevens); an oversubscribed, eight-figure Series B closed May 2023, funded by contractor investors, at a reported 3x the Series A valuation. Total raised is reported between roughly $12M (CB Insights) and $17M (Tracxn); low confidence on the exact figure.

Payments-and-financing-first HVAC field service management

WEX FSM (formerly Payzerware)

Payzer began as a payments and consumer-financing tool for HVAC contractors and grew Payzerware into a full FSM around it. WEX Inc. acquired Payzer in a deal announced October 2023 for $250M plus up to $11M in earnouts and rebranded the product WEX Field Service Management in September 2025. The DNA shows: consumer financing through a multi-lender network (GoodLeap access was added with the 2025 rebrand), payment processing at the core, and a Profit Rhino flat-rate pricebook integration.

Best for:: Residential HVAC shops (roughly $1M-$10M revenue) whose economics revolve around financed replacements and card volume, and that want financing, payments, and FSM from one vendor. The volume-based free tier makes it the cheapest serious option for a payments-heavy shop.
Not for:: Shops that do not want their software vendor to also be their payments processor, since the pricing model assumes processing volume; large multi-branch platforms needing ServiceTitan-depth reporting and attribution; and anyone wary of a product mid-rebrand inside a large fleet-payments corporation.
Where it ends:: FSM, payments, and financing; accounting syncs to QuickBooks Online and Desktop at additional cost. No GL, no consolidation, no deferral engine.
Pricing:: Partially published: free with card and financing volume over $25K/mo ($69/mo below that threshold), Enterprise and Unlimited tiers quote-based, no setup fees; Profit Rhino and QuickBooks integrations carry additional fees (vendor pricing page, July 2026, high confidence on the published tier; quote-based above).
Pairs with:: QuickBooks

Ownership & sources

Ownership: WEX Inc. (NYSE: WEX); Payzer acquisition announced October 27, 2023, at $250M plus up to $11M contingent; rebranded WEX FSM September 2025.

Flat-rate pricebook content and mobile sales tool

Profit Rhino (powered by Callahan Roach)

The leading independent flat-rate pricebook for residential HVAC, plumbing, and electrical: maintained repair and parts pricing content, margin math, and a technician-facing digital presentation layer. Profit Rhino and 30-year flat-rate publisher Callahan Roach combined under the Profit Rhino brand in September 2019; the content also powers Housecall Pro's price book and integrates with WEX FSM.

Best for:: Shops converting from time-and-materials to flat-rate pricing, or FSM users (Housecall Pro, WEX FSM, others) whose platform lacks maintained pricebook content; serving a reported 30,000+ field technicians at the 2019 merger.
Not for:: Commercial and new-construction HVAC (flat-rate is a residential pricing model), or ServiceTitan shops already paying for Pricebook Pro, which fills the same slot inside that platform.
Where it ends:: It is a pricebook layer, not an FSM and not accounting: no dispatch, no invoicing of record, no ledger. It plugs into the FSM tier of the stack, which is why pairsWith is empty; the accounting pairing question belongs to the FSM it feeds.
Pricing:: Published tiers on the vendor site for pricebook subscriptions; third-party 2026 listings put entry pricing around $179 per month, and bundles change with trade and content, so confirm current rates with the vendor (vendor site and Capterra, 2026; low-to-moderate confidence).
Pairs with:: Nothing. It replaces the ledger rather than pairing with one.

Ownership & sources

Ownership: EverCommerce (Nasdaq: EVCM) portfolio; combined with Callahan Roach under the Profit Rhino brand in September 2019.

All 16 systems, re-rated for residential HVAC

Ratings are 1-5 for this sub-industry specifically. Where a rating deviates from the Field Services page, the evidence names the niche reason. Expand any row for the evidence and caveats.

1Sage Intacct
●●●●●
Rated above the parent because ServiceTitan plus Intacct is the canonical accounting stack of the PE residential HVAC roll-up, the closest thing this niche has to a default answer for the GL seat once QuickBooks breaks.
Evidence & caveats
What supports this rating
ServiceTitan ships a native Sage Intacct accounting integration with cost-code and dimension mapping, and Intacct's multi-entity consolidation, dimensions, and deferred revenue scheduling map directly onto the roll-up's lender reporting and membership deferral problems. The parent's 3 reflects the whole field-services industry; in this sub-vertical the pairing evidence is strongest.
Caveats
Buys zero operational capability: no dispatch, no pricebook, no memberships. Scope the ServiceTitan-to-Intacct sync design and the membership deferral schedule build as their own workstreams.
2NetSuite
●●●●●
The consolidation backbone for the largest residential HVAC platforms, sitting behind ServiceTitan, never in front of the dispatch board. Above roughly $50M and several entities it competes with Intacct for the GL seat; below that it is an overbuy.
Evidence & caveats
What supports this rating
Matches the parent rating. The pair-behind pattern is the whole story in this niche: national HVAC consolidators keep ServiceTitan operational and use NetSuite for entities, eliminations, and lender reporting. Oracle's NetSuite Field Service Management module (the 2023 Next Technik acquisition) targets equipment service, not residential demand-call volume.
Caveats
Do not put memberships, flat-rate tickets, or call-center workflows in NetSuite. Sync design from ServiceTitan (summary versus detail journals) is the make-or-break workstream.
3Acumatica
●●●●●
Rated below the parent for this niche. The parent's own caveat applies verbatim: a residential operator running dense routes will be happier on a vertical FSM with Acumatica nowhere in the stack. It re-enters the conversation only when a real commercial division appears.
Evidence & caveats
What supports this rating
Parent rates Acumatica 4 on Field Service Edition plus construction-grade project accounting, which serves commercial service contractors. Residential HVAC needs call-center booking, capacity planning, memberships, flat-rate pricebooks, and financing presentation, none of which Acumatica attempts at vertical FSM depth.
Caveats
The strongest single-system answer for a mixed shop that is majority light commercial, which is a parent-page buyer. For a majority-residential shop it is an overbuy at the operational layer.
4QuickBooks
●●●●●
The correct accounting half of the stack for most residential HVAC shops under roughly $15M, exactly as on the parent page. Every specialist below integrates with it; FieldEdge builds its identity around the live two-way sync.
Evidence & caveats
What supports this rating
Matches the parent rating. ServiceTitan, Housecall Pro, FieldEdge, Jobber, Sera, and WEX FSM all ship QuickBooks integrations (Online, and Desktop where noted), which is the clearest market evidence that FSM plus QuickBooks is the niche's default architecture.
Caveats
Breaks at multi-entity consolidation, branch P&L discipline, and membership deferred revenue at volume. The move is Intacct or IES behind the FSM, not a bigger QuickBooks.
5Intuit Enterprise Suite
●●●●●
The lowest-friction GL step up for a small roll-up that wants to keep its FSM and its QuickBooks-fluent back office: multi-entity and dimensions on the QBO foundation, matching the parent verdict.
Evidence & caveats
What supports this rating
Matches the parent rating. IES targets $3M-$100M multi-entity services companies, which describes the two-to-five-brand residential HVAC platform below the Intacct tier well.
Caveats
FSM integrations certified for QBO do not automatically carry to IES; get the ServiceTitan, Housecall Pro, or FieldEdge sync path confirmed in writing before committing. Young product; membership deferral handling deserves a demo script of its own.
6Microsoft Dynamics 365 Business Central
●●●●●
Rated below the parent because BC's service strengths are commercial and project-adjacent, which is precisely the work this page scopes out. A residential HVAC operator gets no dispatch board worth using and no membership engine.
Evidence & caveats
What supports this rating
Parent rates BC 3 on the strength of included service management and project-adjacent fit. Residential HVAC uses neither: demand-call dispatch, capacity planning, and memberships are FSM territory, and no major residential HVAC FSM markets a first-class BC integration the way ServiceTitan does for Intacct and QuickBooks.
Caveats
A Microsoft-stack roll-up could still run BC as the GL behind an FSM, but the integration is custom work rather than a supported product path. Light commercial divisions push the answer back toward the parent page.
7Microsoft Dynamics 365 Finance & Operations
●●●●●
Rated below the parent because even the residential consolidators large enough to afford F&O do not buy it; they run ServiceTitan with Intacct or NetSuite behind it. Dynamics 365 Field Service is enterprise asset service, not residential demand dispatch.
Evidence & caveats
What supports this rating
Parent's 3 rests on genuinely strong enterprise FSM for $100M+ multinational service organizations. Residential HVAC platforms at that revenue are domestic branch networks whose operating system of record is the vertical FSM; there is no documented F&O adoption pattern in this niche as of July 2026.
Caveats
A diversified facilities enterprise with a residential arm is the only plausible owner, and it would be running F&O for reasons unrelated to this page.
8Odoo
●●●●●
Rated below the parent because residential HVAC is the parent's stated wrong-fit case: route-dense, membership-driven, flat-rate residential operations. Odoo's field service app has no answer to pricebooks, memberships, or call-center booking flow.
Evidence & caveats
What supports this rating
Parent rates Odoo 3 for budget-driven SMBs wanting one configurable system, while flagging route-dense residential operators as the wrong buyer. Residential HVAC is that buyer by definition, and the specialist market here is unusually strong and cheap at the low end (Housecall Pro, Jobber), removing Odoo's price argument.
Caveats
A tinkerer-owner could assemble a workable system; the opportunity cost against a $59-per-month Housecall Pro plan makes it hard to justify.
9Priority ERP
●●●●●
Rated below the parent because dense residential scheduling is the exact workload the parent flags as outgrowing Priority's built-in field service. Its FSM credibility is in contracts and equipment service, not demand-call dispatch.
Evidence & caveats
What supports this rating
Parent rates Priority 3 for having field service genuinely built in, with the caveat that route optimization and dense residential scheduling will outgrow it. Residential HVAC is that caveat as a buyer profile, and the thin US partner bench compounds the risk for a trade with strong US-native alternatives.
Caveats
If evaluated anyway, reference-check US residential trade deployments specifically; they are scarce.
10SAP Business One
●●●●●
Rated below the parent because the parent's narrow exception (product-centric equipment dealers on partner add-ons) does not describe any residential HVAC contractor. No FSM depth, no membership story, platform transition risk on top.
Evidence & caveats
What supports this rating
Parent rates B1 2 via partner add-ons like Coresuite for equipment service businesses. Residential HVAC has purpose-built alternatives at every size tier and no B1 install pattern; recommending it here would be indefensible in 2026.
Caveats
None that soften the verdict for this niche.
11Epicor
●●●●●
Rated below the parent because Epicor's field service exists for manufacturers servicing what they build, and the OEM exception has no residential HVAC analog. Not a shortlist candidate here.
Evidence & caveats
What supports this rating
Parent rates Epicor 2 with the manufacturing-project framing explicit. A residential HVAC contractor manufactures nothing and needs none of Kinetic's strengths.
Caveats
None.
12Rillet
●●●●●
SaaS-native GL with no field-service story. Wrong industry, same as the parent verdict.
Evidence & caveats
What supports this rating
Matches the parent rating. No FSM lists a Rillet integration and Rillet's target profiles (Software/SaaS, financial services) exclude the trades.
Caveats
None.
13Infor CloudSuite
●●●●●
Rated below the parent because Infor's enterprise FSM assets serve equipment dealers and OEM service networks, and no residential HVAC buyer, including the national platforms, sits in its delivery envelope.
Evidence & caveats
What supports this rating
Parent rates Infor 2 with a $100M+ floor and manufacturing-centered strength. Residential consolidators at that size demonstrably choose ServiceTitan with Intacct or NetSuite; there is no Infor pattern in this niche.
Caveats
None.
14Campfire
●●●●●
AI-native GL for software companies; no FSM integrations, no trades presence. Category mismatch, as on the parent page.
Evidence & caveats
What supports this rating
Matches the parent rating and reasoning without modification.
Caveats
None.
15DualEntry
●●●●●
Finance-first ledger with no residential HVAC evidence: no FSM integration listings, no trades references. Same verdict as the parent.
Evidence & caveats
What supports this rating
Matches the parent rating. No specialist on this page lists a DualEntry integration as of July 2026.
Caveats
The parent's hypothetical (a finance-led roll-up running it behind an FSM) remains undocumented in practice; Intacct is the proven pairing.
16Light
●●●●●
European-rooted SaaS ledger with the weakest services story of the sixteen. Not a candidate, as on the parent page.
Evidence & caveats
What supports this rating
Matches the parent rating and reasoning without modification.
Caveats
None.

What actually matters in this niche

Capability priorities for residential HVAC buyers, from our fit model. Vendors demo everything; these are the areas where depth decides outcomes.

Critical

Field service: Call booking, dispatch, capacity planning, and technician mobile with good-better-best presentation are the whole operating core. Residential HVAC is the trade vertical FSM was built for, and no horizontal ERP is competitive at the operational layer at any size covered by this page.
Subscription / recurring billing: Rated critical here versus important on the parent page because memberships are the valuation engine of a residential HVAC business, not just a revenue line. Agreement count, retention, and the deferral schedule are what PE buyers diligence first. The FSM bills the memberships; the accounting system must absorb the deferred revenue cleanly.

Important

High transaction volumes: Tens of thousands of small tickets and financed invoices a year with extreme seasonal peaks. The FSM-to-GL sync design (summary journal versus invoice detail, batch cadence during July weeks) matters more than raw ledger throughput.
Multi-entity & consolidation: The dominant growth story is the roll-up: multiple brands and entities, a shared services company, management fees, and lender consolidation packages. It gets solved behind the FSM with Intacct-class software, almost never by replacing the FSM.
Inventory management: Truck stock, equipment and parts purchasing for installs, and warranty parts tracking. FSM-native inventory carries most shops a long way; it becomes a real gap only at multi-branch scale or with a heavy install mix.

Rarely decisive here: Project / job accounting, Complex revenue recognition, Intercompany transactions, Warehouse management (bins/lots/serials), Manufacturing & production, Multi-currency, EDI with trading partners, Ecommerce integrations. Do not pay for depth in these unless your sub-vertical is the exception the page notes.

What sends residential HVAC companies shopping

1
A PE platform buys the company or starts stacking add-ons. Residential HVAC is the most consolidated trade in home services: S&P Global counted an 88% year-over-year jump in PE add-on deals targeting HVAC service providers through mid-2025. Month one brings multi-entity accounting, lender reporting, and a close calendar that QuickBooks behind the FSM cannot meet. The canonical fix is Sage Intacct or NetSuite behind ServiceTitan, not an ERP in the trucks.
2
Maintenance-agreement deferred revenue outgrows the spreadsheet. Thousands of memberships billed monthly or prepaid annually, earned across two seasonal tune-up visits, tracked by hand next to the GL. The first quality-of-earnings review or audit request for a real deferral schedule is what forces the accounting upgrade, because agreement-heavy books are exactly what buyers pay up for.
3
Seasonal cash flow breaks the reporting cadence. Summer peak revenue can run multiples of shoulder-season months, and finance needs a 13-week cash forecast, branch P&Ls, and install-financing funding reconciliation. FSM dashboards report demand and close rates, not cash, and QuickBooks exports need too much spreadsheet surgery to answer a lender monthly.
4
Replacement financing volume turns into an accounting problem. A large share of system replacements close on consumer financing (Wisetack inside Housecall Pro and Jobber, lender networks inside ServiceTitan and WEX FSM), which means dealer fees, holdbacks, and lender funding timing hit the books daily. Reconciling financed jobs from FSM to GL is a named workstream in every stack upgrade here.
5
Commercial mix shift. Winning light commercial maintenance contracts or new-construction sub work brings progress billing, retention, and WIP that no residential FSM models. That buyer should be on the parent field-services page looking at BuildOps or Acumatica; forcing commercial work through a residential HVAC stack is the most common self-inflicted wound in this niche.
6
Multi-trade and multi-brand expansion. Adding plumbing and electrical brands with a shared call center and shared marketing budget makes attribution (which campaign, which CSR, which trade, which branch) the operating obsession, and makes branch- and brand-level P&L the finance requirement. The FSM owns the attribution; the accounting system behind it has to own the P&L.

Numbers worth citing

Citable stat · as of 2026-07-20
Global private equity add-on transactions targeting HVAC service providers rose 88% year over year through early June 2025 (32 deals versus 17 a year earlier), with PE firms and their platform companies accounting for 39 of the 77 HVAC M&A deals recorded in that span (S&P Global Market Intelligence, October 2025).

Citable stat · as of 2026-07-20
Goldman Sachs Alternatives acquired a majority stake in residential HVAC and plumbing platform Sila Services from Morgan Stanley Capital Partners, announced November 2024 and closed in early 2025; Kroll's residential HVAC M&A commentary reports roughly $1.5 billion including debt, while other press coverage put the deal near $1.7 billion (Kroll, 2025; deal terms were not officially disclosed).

Citable stat · as of 2026-07-20
The global HVAC market across services and equipment was estimated in excess of $350 billion in 2025, with mid-single-digit annual growth projected through the next decade (Kroll, 2025).

Citable stat · as of 2026-07-20
ServiceTitan reported $961.0 million in revenue for fiscal 2026 (year ended January 31, 2026), up 24% year over year, with $82.1 billion in gross transaction volume processed on its platform (ServiceTitan fiscal Q4 2026 earnings release, March 2026).

Citable stat · as of 2026-07-20
WEX Inc. agreed to acquire HVAC software and payments company Payzer for $250 million plus up to $11 million in contingent earnouts, announced October 27, 2023; WEX rebranded Payzerware as WEX Field Service Management in September 2025 (Payments Dive, 2023; WEX press release, 2025).

Citable stat · as of 2026-07-20
Sera Systems publishes flat pricing of $399 per month covering up to 4 technicians plus $149 per month per additional technician, against quote-based per-technician pricing at ServiceTitan that third-party 2026 analyses estimate at $245-$500 per technician per month (vendor pricing pages and fieldcamp.ai, 2026).

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Residential HVAC: common questions

What is the best software for residential HVAC companies?

Sage Intacct, NetSuite, and Acumatica lead the 16 rated ERP systems for residential HVAC as of July 2026. Rated above the parent because ServiceTitan plus Intacct is the canonical accounting stack of the PE residential HVAC roll-up, the closest thing this niche has to a default answer for the GL seat once QuickBooks breaks. The specialist roster on this page is the other half of the answer, and each entry states exactly where it ends.

How do residential HVAC verdicts differ from the field services page?

Which specialist systems should residential HVAC companies evaluate?

7 specialists made our verified roster as of July 2026: ServiceTitan, Housecall Pro, FieldEdge, Jobber, Sera Systems, WEX FSM (formerly Payzerware), and Profit Rhino (powered by Callahan Roach). Each is profiled on this page with what it is, who it fits, who it does not, and exactly where it ends, because the boundary is where buying mistakes happen.

Shortlisting later? Email yourself this page.

One email: the link to this page. Nothing else.

Sources (27), researched 2026-07-20

This page is educational decision support, not legal, accounting, or implementation advice. Specialist listings are research, not endorsements; no vendor pays for placement. Product capabilities and pricing change with vendor releases; verify current functionality in demos scripted around your own scenarios.