Best for an HVAC owner who wants calls, quoting, field operations, collection, retention, and owner decisions in one HVAC-specific workflow.
Compare Setpoint
Buy for the shop you actually run.
The best software is not the one with the longest feature page. It is the one that removes your current bottleneck without creating a more expensive one somewhere else.
Four questions before a demoOwner test
Will it make or save money?Define the first measurable win01
Will the team actually use it?Count handoffs, not feature names02
Does it understand HVAC?Check the field record and workflow03
Can I leave with my data?Check exports, APIs, and contracts04
Start with your invoice
Compare your cost, not our guess.
Vendor pricing changes and every account is different. Enter what you actually pay for the software and add-ons Setpoint could replace.
Use your real invoice
What does your stack cost now?
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Your entered monthly total
$694
Setpoint is $349 per month for the whole shop. No per-user price and no required feature tier.
$345 less per month with SetpointThat is $4,140 per year before counting recovered work or time.
Where each option fits
Different shops need different systems.
These are fit statements, not rankings. Team size, trade mix, complexity, and appetite for implementation matter as much as feature coverage.
A strong fit for home-service teams that value a mature mobile experience, broad day-to-day operations, and an established partner ecosystem.
A strong fit for smaller service businesses that want polished general-purpose quoting, scheduling, invoicing, and client communication.
A strong fit for larger or more complex operations that need deep enterprise controls, reporting, integrations, and implementation support.
A strong fit for service teams that prioritize communications, dispatch, automation, and a broad home-service platform.
The Setpoint workflow
One record through every handoff.
Calls, quotes, field work, collection, retention, and owner decisions all use the same customer, equipment, job, and payment history.
Turn every inquiry into a real next step.
Setpoint answers, recognizes, records, and routes new work before the lead moves on.
- AI receptionist with caller recognition
- AI web chat and public intake form
- Speed-to-lead outreach
- Stored two-way customer texting
- Call transcripts, summaries, and conversion tracking
Price the work and get a decision faster.
Field notes become accurate options using the shop’s parts, labor, margins, and voice.
- AI-generated itemized quotes
- Good / Better / Best options on any quote
- Customer eSignature and signed PDFs
- Deposits on approval
- Quote follow-up and approval tracking
Send the right tech with the right context.
The office and field share one record, from dispatch through readings, parts, and completion.
- Drag-and-drop dispatch and smart scheduling
- AI job prep and inspection checklists
- Mobile field notes, readings, and photos
- Offline-tolerant job completion
- Truck inventory, pick lists, and purchase orders
Get the invoice out and keep it moving.
Completed work becomes an invoice, a payment link, and a follow-up policy without another handoff.
- Invoices generated from completed work
- Online Stripe payments and Stripe Connect
- Opt-in automatic invoicing and reminders
- Accounts-receivable aging
- Cash, check, and field-invoice support
Bring the customer back before the next emergency.
Setpoint keeps declined work, maintenance, reviews, and equipment opportunities visible.
- Review requests and customer follow-ups
- Service agreements and visit scheduling
- Seasonal maintenance outreach
- Declined-repair recovery
- Equipment telemetry, warranty, and replacement signals
Know what the shop can afford next.
Owner reporting connects daily actions to capacity, cash, profitability, and company value.
- Measured revenue recovery
- Job costing and flat-rate variance
- Capacity and replacement forecasting
- 13-week cash forecast and hiring underwriter
- Lead-source ROI and business value drivers
The honest comparison
Where Setpoint differs, and where it does not win.
No matrix can tell you whether your technicians will use the system. This one focuses on structural differences that affect the buying decision.
| Decision area | Setpoint | Established alternatives |
|---|---|---|
| Pricing model | $349 for the whole shop | Usually tiered, per-seat, add-on based, or a combination |
| Trade focus | HVAC only | Most serve several home-service trades |
| AI workflow | Calls, quotes, prep, follow-up, and owner actions share one record | Varies by vendor, plan, and add-on |
| HVAC field record | Equipment, readings, refrigerant, whole-home units, and declined work | Depth varies by platform and configuration |
| Cash collection | Payments, AR aging, and optional automatic invoice chasing | Payments are common; automation depends on plan and setup |
| Portability | CSV imports, exports, webhooks, API tokens, and agent access | Often strongest through established app marketplaces |
| Best fit | HVAC owner-operators running roughly 1 to 20 trucks | Ranges from solo generalists to multi-location enterprise operations |
| Where mature platforms lead | Newer company, smaller integration catalog, no native offline app | Longer track records, larger support teams, and broader ecosystems |
Pricing and packaging change frequently. Verify current details on the official Jobber, Housecall Pro, ServiceTitan, and Workiz pricing pages. Setpoint's current public price is shown on our pricing page.
Portability and control
Your system should not hold the door shut.
Keep control of the shop record during onboarding, daily operations, and any future move to another system.
Customer and equipment imports with dry-run review and undo
Multi-property customer records
Whole-home equipment tracking
EPA refrigerant records and technician certifications
Role-based owner, office, and technician access
QuickBooks Online customer, invoice, and payment sync
Account export and deletion request workflow
Outbound webhooks and owner API tokens
Read-only agent access through Setpoint MCP tools
You need the broadest ecosystem today.
- You run multiple trades or locations with enterprise complexity
- A large implementation and support organization is a requirement
- A specific marketplace integration is non-negotiable
- Your technicians require a mature native offline app today
You want an HVAC operating loop without seat math.
- You run roughly 1 to 20 HVAC trucks
- Missed calls, quote speed, schedule gaps, or collection are current leaks
- You want the owner view tied to measurable actions
- You value direct founder access and a simpler buying process
The next step
Compare on one real workflow.
Bring a recent call, quote, or unpaid invoice. Nathan will show you exactly how Setpoint handles it and tell you when another platform is the better fit.