HVAC contractors live in a constellation of software: a CRM for dispatch and invoicing, a website for marketing, a quoting tool, maybe QuickBooks, maybe email and SMS. When those systems don't talk to each other, your team wastes hours re-typing data and leads get lost between apps.
This guide focuses on the integrations that matter for HVAC in 2026 — what to look for, where each major CRM shines, and a reference architecture that wires everything together.
The four major HVAC CRMs in 2026
ServiceTitan
The enterprise option. Built for shops doing $2M+ in revenue with dispatch, call centers, and complex reporting needs. Deep integration library (Zapier, Make, dozens of native partners). Starting cost is high — usually $500–$1,000+ per user per month — but the integration surface is the best in the industry.
- Best for: Shops with 10+ techs, multiple trucks, and office staff.
- Strongest integrations: Google LSA, direct-to-QuickBooks, nCino, third-party quoting tools.
- Weakest: Overkill for 1–5 tech shops. Onboarding is 30+ days.
Housecall Pro
The mid-market option. Simpler than ServiceTitan, cleaner mobile app, price lands around $50–$150 per user per month. Integrations are growing fast — Zapier, QuickBooks, Google, Mailchimp, Stripe, and an open API.
- Best for: Shops with 2–15 techs.
- Strongest integrations: Stripe, QuickBooks, Mailchimp, Google Local Services.
- Weakest: Not as deep on call-tracking and marketing attribution.
Jobber
Similar tier to Housecall Pro — clean, mobile-friendly, and priced from $40–$120 per user per month. Integrations are solid but lean more toward field-service-general, not HVAC-specific.
- Best for: Shops doing mixed service (HVAC + plumbing + electrical).
- Strongest integrations: QuickBooks, Stripe, Zapier, Google Calendar.
- Weakest: Lighter on HVAC-specific features (equipment tracking, IAQ options).
Workiz
The scrappy option. Affordable ($50–$100/user/month), solid built-in call-tracking, and a handful of native integrations. Good choice for shops just moving off spreadsheets.
- Best for: 1–3 tech shops starting their first CRM.
- Strongest integrations: Call-tracking, SMS, QuickBooks.
- Weakest: Smaller partner ecosystem than the top three.
The integrations that actually matter
You don't need every integration in the marketplace. You need these seven:
- Your website → CRM. When a lead submits on your site, it should create a job card in your CRM with name, address, phone, and quoted options — no re-typing.
- CRM → QuickBooks. QuickBooks invoicing handled by your CRM, with tax handling and payment reconciliation kept in that system.
- Phone → CRM. Call tracking with attribution (CallRail, ServiceTitan Pro, Workiz native). Shows which marketing channel is actually producing jobs.
- Email/SMS → customers. Appointment confirmations, on-my-way texts, invoice links, and review requests.
- Google Business Profile → CRM. Messages and booking requests from GBP land in your CRM, not a random inbox.
- Online review requests. Automated after every completed job — NiceJob, Podium, or native.
- Filter/maintenance subscriptions → CRM. Recurring revenue belongs in your CRM alongside service jobs, not a separate spreadsheet.
A reference architecture for HVAC contractors
Here's the setup we see perform best for shops doing $500K–$5M in annual revenue:
- Website: Modern marketing site with embedded instant quoting tool.
- Quoting + lead capture: DinoQuote (generates estimates, captures homeowner info, pushes to CRM).
- CRM: Housecall Pro or ServiceTitan, depending on size.
- Filter + maintenance subscriptions: DinoQuote filter store and maintenance plan signups, with lead details for your team's normal CRM follow-up.
- Payments: Stripe or native CRM processing.
- Accounting: QuickBooks Online.
- Reviews: Podium or NiceJob firing automatically after each job.
This stack keeps website leads, quote details, and customer records moving between the tools your team already uses without locking you into any single platform.
Add instant quotes without replacing your HVAC invoice software
DinoQuote is intentionally CRM-agnostic. It sits on your website as a quoting, filter store, and maintenance plan layer. You keep your existing dispatch and invoicing system; DinoQuote handles the customer-facing “shop from my website” experience.
Your team receives the homeowner's contact details, answers, and selected option, then follows its normal CRM process. Whether your HVAC invoice software is built into ServiceTitan, Housecall Pro, Jobber, Workiz, or another system, DinoQuote does not replace it.
How to choose
If you're evaluating right now, use this shortcut:
- Doing <$500K/year or 1–3 techs: Workiz or Jobber.
- Doing $500K–$2M: Housecall Pro.
- Doing $2M+: ServiceTitan.
- Any size: Add DinoQuote as the website/quoting layer — it works with all of the above.
The right CRM saves you hours per week. The right integrations save you revenue per customer. Don't overthink the platform — just make sure everything connects.