Software directory

Software for service shops, sorted by the job it does.

29 tools for HVAC, plumbing and electrical shops, from field service software to AI receptionists. What each one does, who it fits, what it costs (when they publish it) and which JobPrompts workflows it pairs with.

Side-by-side comparisons

Field service management

Scheduling, dispatch, estimates, invoicing and payments in one place. This is the system your office lives in all day.

Compare: Housecall Pro vs Jobber for HVAC shops · ServiceTitan vs Housecall Pro · ServiceTitan alternatives for small shops

ServiceTitan

Field service software

Field service software for contractors: dispatch board, scheduling, mobile app for techs, call recording, marketing attribution and reporting.

Best for: Established shops with a full office and several techs who want dispatch, phones, marketing and reporting in one system.

Pricing: Pricing on request Checked Oct 2026 · source

Pairs with: Write booking confirmation and reminder texts, Send a running-late text, Write the end-of-day board summary

Housecall Pro

Field service software

Field service software built for home service pros, including HVAC, plumbing and electrical: online booking, scheduling and dispatch, estimates, invoicing, payments, price book and job costing.

Best for: Small to mid-size residential shops that want booking, dispatch, invoicing and payments in one app without a long contract.

Pricing: Basic from $59/mo billed annually; Essentials (5 users) and Max (8 users) cost more. 14-day free trial of Max, no credit card. Checked Oct 2026 · source

Pairs with: Write booking confirmation and reminder texts, Send a running-late text, Write the end-of-day board summary

Jobber

Field service software

Field service software for home service businesses: quotes, scheduling, invoicing and online payments, with optional AI receptionist, reviews and marketing add-ons.

Best for: Owner-operators and small crews who want a low entry price and month-to-month billing.

Pricing: Core from $29/mo billed annually ($49/mo with no commitment), 1 user. Connect, Grow and Plus tiers cost more. 14-day free trial, no credit card. Checked Oct 2026 · source

Pairs with: Write booking confirmation and reminder texts, Send a running-late text, Write the end-of-day board summary

Service Fusion

Field service software

Field service software for HVAC, plumbing, electrical and other contractors, sold with unlimited users on every plan.

Best for: Shops with many office staff or techs who don’t want per-user fees.

Pricing: From $208/mo billed annually ($245/mo month-to-month), unlimited users. Checked Oct 2026 · source

Pairs with: Write booking confirmation and reminder texts, Send a running-late text, Write the end-of-day board summary

Workiz

Field service software

Field service software with a built-in phone system: scheduling, dispatch, invoicing and payments, with call recording and an optional AI answering add-on.

Best for: Small shops that want their phone line and their job board in the same app.

Pricing: Prices not listed where we could read them; see their pricing page Checked Oct 2026 · source

Pairs with: Write booking confirmation and reminder texts, Send a running-late text, Write the end-of-day board summary

AI receptionists & answering services

Something (or someone) answers when your CSRs can’t: after hours, at lunch, during the first heat wave. Some are AI, some are live people.

Compare: Best AI receptionist for HVAC companies

Avoca AI

AI receptionists

An AI front office for service businesses, including HVAC, plumbing and electrical. AI agents answer calls, texts and chats and book jobs 24/7; its Coach product scores every call.

Best for: ServiceTitan shops that want AI answering and call scoring built for the trades.

Pricing: Pricing on request Checked Oct 2026 · source

Pairs with: Follow up on missed and unbooked calls, Run the daily call audit, Script an inbound no-heat or no-AC call

Sameday AI

AI receptionists

AI front office for home service companies: answers calls and texts, books jobs and updates your field service software.

Best for: Multi-truck home service shops on ServiceTitan or Housecall Pro that want AI booking.

Pricing: Launch from $449/mo (500 minutes, 3 locations); Scale from $789/mo (1,000 minutes); Enterprise custom. Checked Oct 2026 · source

Pairs with: Follow up on missed and unbooked calls, Run the daily call audit, Script an inbound no-heat or no-AC call

Rosie

AI receptionists

AI answering service for small businesses, with pages for HVAC, plumbing and electricians. Answers calls, takes messages and can book appointments.

Best for: Small shops that want a low-cost after-hours or overflow answer and a free trial first.

Pricing: Professional $49/mo (250 minutes); Scale $149/mo (1,000 minutes); Growth $299/mo (2,000 minutes). 7-day free trial. Checked Oct 2026 · source

Pairs with: Follow up on missed and unbooked calls, Run the daily call audit, Script an inbound no-heat or no-AC call

Smith.ai

AI receptionists

Virtual receptionists: live, human-first answering with AI help, plus an AI-first option. Answers, qualifies and books calls.

Best for: Shops that want a real person on the phone, priced by the call.

Pricing: Human-first Starter $300/mo for 30 calls; Basic $810/mo for 90 calls; Pro $2,100/mo for 300 calls. Checked Oct 2026 · source

Pairs with: Follow up on missed and unbooked calls, Run the daily call audit, Script an inbound no-heat or no-AC call

Business phone & call recording

Shared office numbers, call recording, transcripts and call tracking. If you want to audit calls or know which ad made the phone ring, start here.

Compare: Best call recording software for home service businesses

Quo (formerly OpenPhone)

Phones & call recording

A business phone system for calls and texts on shared numbers. On the Business plan, calls can be recorded automatically and come back with AI summaries and transcripts.

Best for: Small offices that want a shared line with transcripts they can paste into a daily call audit.

Pricing: Starter $15/user/mo billed yearly ($19 monthly); Business $23/user/mo yearly ($33 monthly). 7-day free trial. Checked Oct 2026 · source

Pairs with: Run the daily call audit, Write the weekly CSR coaching review, Follow up on missed and unbooked calls

CallRail

Phones & call recording

Call tracking and lead attribution: tracking numbers show which ad, listing or page made the phone ring, with call recording and transcription.

Best for: Shops spending on ads that want to know which marketing books jobs.

Pricing: Lead Tracking $50/mo plus usage (5 numbers, 250 minutes, recording and transcription). Higher tiers $95–$195/mo. 14-day free trial, no card. Checked Oct 2026 · source

Pairs with: Run the daily call audit, Write Facebook ad copy, Write a Google Business Profile post

Nextiva

Phones & call recording

Business phone system (VoIP) with calling, video and messaging, plus AI add-ons for transcription and answering.

Best for: Offices with several phone users that want a traditional business phone system.

Pricing: Core $15/user/mo; Engage $25; Scale $75 (annual, 12-month term for small business pricing). Checked Oct 2026 · source

Pairs with: Run the daily call audit, Write the weekly CSR coaching review, Follow up on missed and unbooked calls

Aircall

Phones & call recording

Cloud phone system for sales and support teams, with call recording, AI transcripts and integrations with CRMs and help desks.

Best for: CSR teams of three or more that want recording and transcripts on every line.

Pricing: Essentials $30/license/mo billed annually (3-license minimum); Professional $50; Enterprise custom. Checked Oct 2026 · source

Pairs with: Run the daily call audit, Write the weekly CSR coaching review, Follow up on missed and unbooked calls

WhatConverts

Phones & call recording

Lead tracking that records calls, forms and chats and ties each lead to its marketing source. Popular with marketing agencies.

Best for: Shops (or their agency) that want calls and web forms tracked together at a low entry price.

Pricing: Call Tracking $30/mo; Plus $60; Pro $100; Elite $160 (single account). Call transcription 2¢/min. Checked Oct 2026 · source

Pairs with: Run the daily call audit, Write Facebook ad copy, Write a Google Business Profile post

CallTrackingMetrics

Phones & call recording

Call tracking and contact center software with call recording, attribution and AI features, including Google Local Services Ads integration.

Best for: Shops running Google Local Services Ads and paid search that want tracking plus a call center.

Pricing: Marketing Lite $79/mo ($65/mo annual); Marketing Pro $179; Sales Engage $329; Enterprise $1,999. Checked Oct 2026 · source

Pairs with: Run the daily call audit, Write Facebook ad copy, Write a Google Business Profile post

Reviews & reputation

Send review requests after every job without anyone having to remember, and keep an eye on what customers post.

Compare: Best review software for contractors

Payroll

Run payroll, file payroll taxes and handle new-hire paperwork.

Meeting notes & recording

Record and transcribe meetings and ride-along debriefs (with everyone’s OK), so the transcript can go straight into a JobPrompts workflow.

Fireflies.ai

Meeting notes

Records and transcribes Zoom, Google Meet and Teams meetings, plus in-person conversations through its mobile app, so you have a written record to paste into a workflow.

Best for: Managers who run ride-alongs, huddles and sales calls and want transcripts instead of handwritten notes.

Pricing: Free plan; Pro $10/seat/mo billed annually ($18 monthly); Business $19/seat/mo annually ($29 monthly). Checked Oct 2026 · source

Pairs with: Write ride-along coaching notes, Write crew huddle notes, Hand off a replacement lead to the comfort advisor

General AI assistants

The chat assistants you paste JobPrompts workflows into. Every workflow on this site works with any of them.

Microsoft Copilot

AI assistants

Microsoft’s AI assistant, built into Outlook, Word, Excel and Teams for Microsoft 365 business users.

Best for: Shops that already run email and files on Microsoft 365.

Pricing: Copilot Chat included with eligible Microsoft 365 plans; Microsoft 365 Business Standard with Copilot $23.50/user/mo paid yearly. Checked Oct 2026 · source

Pairs with: Write a policy update memo, Plan a team meeting, Write the job summary for the invoice

How this list works

  • Every tool here has its own website we could check. Descriptions and prices come from those sites, checked Oct 2026, and each card links to the page we used.
  • If a company doesn’t publish prices, we say “Pricing on request” instead of guessing.
  • No star ratings and no “we tested it” claims. We haven’t run these tools in a shop; we’re telling you what they say they do and which of our free workflows they pair with.
  • Any AI assistant works with every workflow on this site. Paid software is optional.