Housecall Pro and Jobber are generalist tools that serve landscapers, cleaners, plumbers, electricians, and HVAC — all with the same product. Setpoint does one job: run the office for a small HVAC shop, with AI that actually works on your data.
No credit card required. $99/month flat when you're ready.
Your tech describes the job in plain English. Setpoint matches parts from your catalog, estimates labor, applies your margin, writes the customer summary. Housecall Pro and Jobber make you build quotes manually from templates.
Open calendar slot tomorrow? Setpoint ranks the customers most likely to book right now based on service history, equipment age, and declined repairs — then drafts the text for you. Nobody else does this.
No per-user fees. No AI add-ons. No marketing suite upsells. Housecall Pro's 5-user plan runs $149/mo. Jobber with AI adds up to $300+. Setpoint is one price, every feature.
Pricing sourced from each vendor's public pricing page, April 2026. Features compared against each platform's base plan for a 5-technician shop.
| Capability | Setpoint $99/mo flat | Housecall Pro Essentials — $149/mo | Jobber Connect — $149–169/mo |
|---|---|---|---|
AI quote generation from plain-English job notes Tech describes the job, Claude writes the itemized quote. | |||
Parts catalog with automatic pricing Upload your own CSV. Prices stay current across all quotes. | Price book included, manual entry only | Basic products & services list | |
Proactive schedule filling AI finds the right customer to call when you have open time. | |||
Customer + equipment database Tracks units, install year, last service, refrigerant type. | Equipment tracking on Essentials+ | Custom fields required | |
Service history + overdue detection Knows who's 13+ months out from their last maintenance. | Manual reminder setup | Recurring jobs only | |
Declined repair follow-up When a customer says no, we remember and re-surface them. | |||
Personalized SMS outreach drafts One-tap approval on AI-written messages referencing the customer's history. | Postcards + email marketing (Essentials+) | AI Receptionist is +$99/mo add-on, inbound only | |
Scheduling & calendar Assign jobs to techs, view the week. | |||
Invoicing & payment collection Send invoices, collect credit card payments. | Roadmap Q3 2026 | ||
QuickBooks sync | Essentials plan ($149) | Connect plan only | |
Setup time | 15 minutes, owner-led | Hours to days | Hours to days |
Per-user fees | Zero — unlimited users | $35/mo each over plan limit | $29/mo each over plan limit |
Built specifically for HVAC Equipment age logic, seasonal timing, refrigerant awareness. | Generic home services | Generic home services |
Housecall Pro pricing from housecallpro.com/pricing (Basic $59, Essentials $149, MAX $299). Jobber pricing from getjobber.com/pricing (Core $29–39, Connect $149–169, Grow $299–349). Payment processing fees (2.9% + $0.30) apply on both Housecall Pro and Jobber and are not included above.
The AI you see on the surface runs on a real HVAC data model. Everything connects. Every quote teaches the system. Every completed job updates the service clock. Every decline becomes a future follow-up.
Every HVAC unit tracked by brand, model, install year, refrigerant type, and full service history. Setpoint knows which customers are due, overdue, or approaching replacement age.
Upload your distributor price list as CSV. Setpoint applies your margin and labor rate automatically on every quote. Update prices, every future quote reflects it.
Every quote generated is stored with the exact AI input and response. Full audit trail. Re-quote a similar job in seconds by referencing a past one.
Assign jobs to techs, see open slots, and let the schedule filler use geography — your open slot in Bethlehem surfaces nearby customers first.
Declined repairs get logged and resurfaced 45–180 days later. Equipment hitting 8–15 years gets flagged for replacement conversations. Nothing falls through.
Not a static template engine. Every quote and outreach message is generated fresh by Claude using your actual job data, your catalog, your margins, your customer's history.
Stick with Housecall Pro or Jobber if: you need in-app invoicing and credit card processing today, you run QuickBooks and need live sync, or you're a generalist shop doing plumbing + HVAC + electrical and need a tool that handles all of them.
Switch to Setpoint if: you're a dedicated HVAC shop with 2–15 techs, you're writing quotes by hand or in Word, you have a customer list you know is full of dormant jobs, and the owner (that's you) is personally doing the admin work at night.
We're a focused tool. We do the two things that actually move an HVAC shop's revenue. Everything else is on the roadmap — but we're not pretending to be a full FSM, because HVAC owners don't need more software. They need less work.
Fourteen days, no credit card. Use it on three real quotes. If it doesn't save you time, you're out nothing.
Start free trial →$99/month flat when you're ready. Cancel anytime.