Best CRM for HVAC Technicians

Feature Comparison for HVAC Technicians

Feature HubSpot Salesforce Zoho CRM
Scheduling N/A, uses 3rd party integration Can schedule appointments directly from the platform Integrates with scheduling software like Calendly
Field Service Management Limited capabilities, not optimized for HVAC Has a robust field service management module Has basic FSM features but is geared towards general businesses
Quote and Invoicing Generates quotes and invoices, but limited customization Generates quotes and invoices, with more advanced features like approval workflows Generates quotes and invoices, with some limitations in customization
Dental Claims and HIPAA Compliance N/A, not designed for healthcare industry Handles medical claims and HIPAA compliance with ease N/A, not suitable for healthcare industry
Pricing $800 - $2,000 per user/month $75 - $150 per user/month (Essentials), $150 - $300 per user/month (Pro) $12 - $30 per user/month
Ease of Use 7/10 8.5/10 6.5/10
Scalability Limited for very large businesses, more geared towards smaller teams Highly scalable for large businesses and enterprises Can handle larger teams but may require customization

The Verdict

For small HVAC Technicians businesses with fewer than 20 employees, HubSpot or Zoho CRM would be a better fit due to their affordability and ease of use. For larger businesses with more complex operations, Salesforce’s scalability and feature set make it the best choice.

Conclusion

For HVAC Technicians, the best choice depends on your specific scale.