Invoicing Software and QuickBooks Sync for HVAC, Plumbing and Electrical Firms: Plans and Prices

HVAC invoice software turns a finished job into an invoice, takes payment and syncs both to QuickBooks; the choice comes down to which plan includes the sync. Plumbing and electrical firms buy the same products, and Housecall Pro charges all three trades its trade price list (HVAC page), which is the list this page uses. Ten users on each vendor’s cheapest plan with the sync pay from $2,496 a year, billed annually (published price; publication note) with Service Fusion to $9,588 a year, billing term not stated (published price) with Housecall Pro; BuildOps, FieldEdge, FieldPulse, ServiceTitan and Workiz do not publish a price for 10 users.

Every price and cost on this page is for each vendor’s cheapest plan that lists QuickBooks Online sync, never a plan without it, and a separate column prices plans that list Desktop sync too. Below the tables, the page covers billing for HVAC, plumbing and electrical work, how far these products go as accounting software, which way data moves between them and QuickBooks, and what card processing costs. It is based on each vendor’s public pricing, help and product pages; we have not used these products. Our HVAC software price comparison costs HVAC vendors without the QuickBooks condition, and the field service software price index lists every plan we track.

Invoice software prices with QuickBooks sync

Invoicing software with QuickBooks Online sync: prices, ordered by the yearly cost for a mid-size team

Vendor in cost order	Starting price	Mid-size team, per year 8 technicians, 2 office	Mid-size team, with QuickBooks Desktop sync per year	Who it suits (our summary)
1 Service Fusion	$208 a month for unlimited users, billed annually Published Publication note	$2,496 a year, billed annually Published Publication note on Starter	$2,496 a year, billed annually Published Publication note on Starter	HVAC, plumbing, electrical, garage door and appliance repair businesses that want scheduling, invoicing, payments and GPS tracking in one product.
2 Jobber	$99 a month for 1 user, billed annually Published	$2,748 a year, billed annually Published Sources disagree on Connect	No plan lists QuickBooks Desktop sync	Owner-operators and service teams of up to 15 users who want to see and buy a plan without talking to sales.
3 Knowify	$99 a month for 1 user, billed annually Published	$3,948 a year, billed annually Published on Advanced	Not published	Trade contractors who use QuickBooks Online and want job costing, AIA billing and WIP reporting alongside it.
4 Housecall Pro, HVAC, plumbing and electrical pricing	$229 a month for 1 user, billing term not stated Published	$9,588 a year, billing term not stated Published on Essentials or Max (same cost)	No plan lists QuickBooks Desktop sync	Residential trades such as HVAC, plumbing, electrical, cleaning and lawn care, with trade-specific packages for HVAC, plumbing and electrical businesses.
5 BuildOps	Not published	Not published	Not published	Contractors whose accounting runs on an ERP such as Sage Intacct, NetSuite or Viewpoint Vista or Spectrum, as well as QuickBooks.
6 FieldEdge	Not published	Not published	Not published	Established HVAC, plumbing and electrical contractors running several trucks, especially those that use QuickBooks Online or Desktop.
7 FieldPulse	Not published	Not published	Not published	Trade businesses of about 5 to 100 employees, which FieldPulse says covers most of its customers; its electrical page addresses electrical contractors of up to about 200.
8 ServiceTitan	Not published	Not published	Not published	Established trade businesses with several technicians and office staff, especially HVAC, plumbing and electrical shops.
9 Workiz	$275 a month for 5 users, billed annually Published Publication note	Not published	No plan lists QuickBooks Desktop sync	Home service businesses that take much of their work by phone and want calls, texts, call recording and AI answering in the same system as their jobs.

How each cost is worked out: 12 times the monthly price of the cheapest plan whose page lists QuickBooks Online sync and that allows that many users (a small team is 2 technicians and 1 office user, a mid-size team 8 and 2, a large team 25 and 5), on that plan's cheapest published billing term. That plan may not include every other feature you need. One-off fees are not included; each vendor's pricing page lists them.

Cheapest plan that includes QuickBooks Online sync: each starting price and cost is for a plan whose page lists QuickBooks Online sync; the last cost column also needs QuickBooks Desktop sync. A vendor with no such plan shows "No plan lists QuickBooks Online sync", or "Not checked" when we have not recorded QuickBooks Online sync for its plans, and is left out of the ranges and counts.

Starting price is the lowest plan price on the billing term the vendor's pricing page shows first. "Who it suits" is our summary of the vendor's own material. The bar under each published mid-size cost shows it against the highest one in the column; it measures cost, not quality.

Notes on these figures

1. Service Fusion Starter: Publication note: In Service Fusion's pricing page code, which lists slightly different plan contents from the visible page; the page showed no prices in a browser when last checked.
2. Jobber Connect: Sources disagree. Jobber's pricing page sells Connect at set prices for up to 15 users, but its help article says the plan supports up to 5 users. We use the pricing page; check with Jobber before relying on a larger team on this plan. (sources: getjobber.com/pricing, help.getjobber.com/en/articles/the-connect-plan)
3. Workiz Standard: Publication note: Stated in Workiz's file for AI tools; its pricing page shows Request pricing.

Reading the price tables. Each row prices the vendor’s cheapest plan whose own plan page lists QuickBooks Online sync, so the figure may be for a plan other than the one a vendor leads with. The Desktop column repeats the exercise for plans that list QuickBooks Desktop sync as well. Where a cell says no plan lists Desktop sync, the vendor’s plan pages tie Desktop to no plan; that is not the same as Desktop being unsupported, as the Desktop section below explains for Housecall Pro and Workiz. Housecall Pro appears once, on the price list it shows HVAC, plumbing and electrical firms. Not published means the vendor shows no price for that plan or team size, and we put no guessed figure in its place. In the features table further down, the numbers in each cell link to the vendor pages behind it.

How each vendor handles invoices, payments and QuickBooks

What three, ten and thirty users pay a year

Costs are worked out as described under the first cost table.

Yearly cost at three team sizes, on the cheapest plan with QuickBooks Online sync, and with QuickBooks Desktop sync too

Vendor	3 users Small team: 2 technicians, 1 office		10 users Mid-size team: 8 technicians, 2 office		30 users Large team: 25 technicians, 5 office
	With QuickBooks Online sync	Also with QuickBooks Desktop sync	With QuickBooks Online sync	Also with QuickBooks Desktop sync	With QuickBooks Online sync	Also with QuickBooks Desktop sync
Service Fusion	$2,496 a year Published Publication note Starter, billed annually	$2,496 a year Published Publication note Starter, billed annually	$2,496 a year Published Publication note Starter, billed annually	$2,496 a year Published Publication note Starter, billed annually	$2,496 a year Published Publication note Starter, billed annually	$2,496 a year Published Publication note Starter, billed annually
Jobber	$1,788 a year Published Connect, billed annually	No plan lists QuickBooks Desktop sync	$2,748 a year Published Sources disagree Connect, billed annually	No plan lists QuickBooks Desktop sync	Not published	No plan lists QuickBooks Desktop sync
Knowify	$1,884 a year Published Core, billed annually	Not published	$3,948 a year Published Advanced, billed annually	Not published	$10,908 a year Published Advanced, billed annually	Not published
Housecall Pro, HVAC, plumbing and electrical pricing	$3,588 a year Published Essentials, billing term not stated	No plan lists QuickBooks Desktop sync	$9,588 a year Published Essentials or Max (same cost), billing term not stated	No plan lists QuickBooks Desktop sync	$27,588 a year Published Max, billing term not stated	No plan lists QuickBooks Desktop sync
BuildOps	Not published	Not published	Not published	Not published	Not published	Not published
FieldEdge	Not published	Not published	Not published	Not published	Not published	Not published
FieldPulse	Not published	Not published	Not published	Not published	Not published	Not published
ServiceTitan	Not published	Not published	Not published	Not published	Not published	Not published
Workiz	$3,300 a year Published Publication note Standard, billed annually	No plan lists QuickBooks Desktop sync	Not published	No plan lists QuickBooks Desktop sync	Not published	No plan lists QuickBooks Desktop sync

Each cost is for the cheapest plan whose page lists the feature in its column (the second column needs QuickBooks Desktop sync as well as QuickBooks Online sync). One-off fees are not included; each vendor's pricing page lists them.

How we chose and ordered these vendors

Beyond deciding which plan is priced, QuickBooks Desktop support, the direction of sync, payment rates and other features play no part in the order.

What drives the cost of invoice software

The plan that turns the sync on. Because the costs here are for plans that list QuickBooks Online sync, on per-plan products the figure may be for a step above the plan your team size alone would need. Job costing is not priced in: the features table further down shows where each vendor starts listing it.

Trade pricing. Housecall Pro charges HVAC, plumbing and electrical businesses its trade package prices. For ten users, its cheapest trade plan with QuickBooks Online sync is $9,588 a year on Essentials or Max (same cost), billing term not stated (published price), and its cheapest general plan with it is $4,428 a year on Max, billed annually (published price).

Card processing. Processing fees come out of every card or bank payment a customer makes, on top of the subscription. Not every vendor states its rates; the card payments section below gives each vendor’s position.

QuickBooks itself. Your accounting software is a separate bill. Housecall Pro says so plainly on its QuickBooks page.

Invoicing for HVAC, plumbing and electrical work

HVAC

Housecall Pro’s HVAC page pitches progress invoicing for AC and furnace changeouts that run over several days (HVAC page). Jobber’s HVAC page describes maintenance visits that are billed without extra paperwork and charged to a card the customer has saved (HVAC page). FieldPulse’s maintenance agreements page says billing can follow its own schedule, such as monthly billing for twice-yearly service, with invoices and payments syncing both ways with QuickBooks Online (maintenance agreements page). ServiceTitan’s payments page lists membership billing among its payment tools (payments page).

Plumbing

Housecall Pro’s plumbing page suggests billing repipes and other multi-day jobs in stages (plumbing page). Jobber’s plumbing page ties progress invoices to job milestones on larger or longer jobs, and says its QuickBooks Online link keeps customer, invoice and payment records in step (plumbing page). Plumbing firms are charged Housecall Pro’s trade prices, shown in their own row in the tables above.

Electrical

Service calls and projects. Housecall Pro’s electrical page says a service call and a multi-phase panel upgrade are closed out from the same screen, and that large jobs can be split into several invoices (electrical page). Jobber’s electrical page offers one-click invoices at the end of a service call or an installation, and progress invoicing on larger projects, with a payment schedule set upfront and tied to job milestones (electrical page). BuildOps, aimed at commercial electrical work, runs service jobs and project management on one platform with shared data (electrical page).

Progress billing. Workiz’s electrical page lists milestone billing for multi-day projects, “from rough-in to trim-out” (electrical page). ServiceTitan’s electrical page offers phased billing and says its electrical billing software follows AIA billing standards (electrical page). FieldPulse’s help center shows how to bill part of a job: a deposit or draw requested on the emailed estimate or invoice, a partial amount due on the invoice, or a separate progress invoice, set as a dollar amount or a percentage of the total (help article).

Change orders. BuildOps’s project management page lists change orders among the project tools it covers for specialty contractors, with RFIs, submittals and project financials, and says its construction financials connect labor, materials, change orders and billing (project management page). Knowify lists change orders on every plan, and its electrical page says an approved one feeds the job’s budget and its billing (pricing page, electrical page). If you bill changes to the scope mid-job, ask each vendor in a demo how a change order reaches the invoice and QuickBooks.

Invoice software or accounting software?

If you searched for HVAC accounting software or accounting software for electrical contractors, these products cover the billing end of the books: they send invoices, take payments, on some plans track job costs, and pass the results to an accounting package. Where a vendor’s own pages say how far its product goes, this is what they say:

• ServiceTitan keeps an internal general ledger from which you download detailed or summarized journal entries for the accounting system you use (accounting page).
• BuildOps sends time entries, purchase orders and invoices into the job costing and payroll modules of an accounting system or ERP such as Sage, Viewpoint or QuickBooks (electrical page).
• Jobber keeps customer, invoice and payment records in sync with QuickBooks Online, and connects to Xero for accounting and Gusto for payroll (electrical page).
• Service Fusion says it is a QuickBooks Solution Provider that can give discounts on QuickBooks itself (electrical page).
• Knowify says it was created to complement QuickBooks Online (about page).
• Housecall Pro says QuickBooks is not part of its subscription (QuickBooks page), but its help center says Housecall Pro Accounting, a separately priced service with its own bookkeepers, can replace your current accounting software (help article).

Billing in stages and job costing by plan

Beyond sending invoices, the plan differences are in billing large jobs in stages and in seeing what each job made. Jobber includes job costing from Grow; Housecall Pro includes it from Essentials. Service Fusion includes job costing from Plus (an add-on on Starter); Workiz's plan pages do not list it.

For staged billing, Jobber lists progress invoicing in its plan comparison (pricing page), Service Fusion’s progress billing and recurring invoicing come with Pro or as an add-on (pricing page), and Knowify includes progress billing in Core (pricing page).

QuickBooks Online or Desktop, and which way the data flows

Jobber includes QuickBooks Online sync from Connect; Housecall Pro includes it from Essentials. Service Fusion includes QuickBooks Desktop sync on every plan; Jobber's plan pages do not list it. FieldEdge includes QuickBooks Desktop sync on every plan; Housecall Pro's plan pages do not list it (Feature page does not say which plans). ServiceTitan includes QuickBooks Desktop sync on every plan; Workiz's plan pages do not list it (Integration page does not say which plans). Housecall Pro’s and Workiz’s QuickBooks pages do say they work with Desktop (Housecall Pro, Workiz); because they tie it to no plan, the price table prices no plan of theirs for Desktop. Ask which plan you need before you rely on it.

“Two-way sync” means edits made in QuickBooks flow back into the field software, not only the other way round. Vendors describe direction differently, and some do not say. Here is what each vendor’s own pages state:

• Service Fusion: customers, products and services sync in both directions; deposits, invoices and payments sync automatically, and changes made in Service Fusion are pushed to QuickBooks (electrical page).
• Jobber: the long-standing QuickBooks Online sync is run by hand from Jobber; a newer integration, being rolled out to some accounts, sends changes one way, from Jobber to QuickBooks, in real time (help article).
• Housecall Pro: its QuickBooks page talks of imports and instant syncs without saying which way data moves (QuickBooks page).
• BuildOps: on QuickBooks Online, vendor records are pushed from BuildOps to QuickBooks; on QuickBooks Desktop, they sync both ways (QuickBooks page).
• FieldEdge: transactions reach QuickBooks in real time, and a correction made once updates both FieldEdge and QuickBooks (product page).
• FieldPulse: its QuickBooks partner page describes a two-way sync with QuickBooks Online (partner page).
• ServiceTitan: invoices, payments and financial records sync automatically between ServiceTitan and your accounting platform once set up (accounting integrations).
• Knowify: its pricing page says nearly everything syncs both ways with QuickBooks Online, from customers and vendors to invoices and time (pricing page).
• Workiz: its QuickBooks page says that after an initial import, data flows one way, from Workiz to QuickBooks (QuickBooks page), while its invoicing page calls the QuickBooks Online link two-way (invoicing page). Ask which applies before you rely on edits made in QuickBooks.

QuickBooks Desktop Enterprise

ServiceTitan says QuickBooks Desktop Pro, Premier and Enterprise all work with it (accounting integrations). FieldEdge ties warehouse inventory on its Elite plan to QuickBooks Desktop Enterprise with Advanced Inventory (pricing page). If you run Enterprise, confirm your edition with any other vendor before you sign.

Card payments and what processing costs

What each vendor says about its processing rates, in its own terms and with its source:

• Service Fusion Payments. Service Fusion Payments standard US pricing: cards 2.90% plus a fixed fee per transaction, with a 1.00% card-not-present surcharge where applicable and a daily batch fee on days with transactions. ACH e-checks 1.00% plus a fixed fee, with a cap per transaction. Chargebacks, ACH returns, PCI non-compliance and the optional mobile terminal each carry a separate fixed fee. Fees are taken daily from settlement. 10 11 14
• Jobber Payments. Jobber Payments rates are the same on every plan: 2.9% + 30 cents for online card payments, 2.7% + 30 cents for in-person Tap to Pay, 1% for ACH bank payments (US only), and an extra 1% for instant payouts. 21 22 24
• Housecall Pro Payments. Card rates depend on how the card is taken: 2.59% in person (card reader or Tap to Pay), 2.99% for cards the customer enters online, and 3.49% for keyed-in, scanned or card-on-file payments, and for American Express and commercial cards by any method. ACH bank payments 1%. PayPal and Venmo 2.99%; PayPal Pay Later and Klarna 4.99%; consumer financing from 3.9%; mobile check deposit free. Instant payout (Instapay) adds 1%, plus a small fixed fee on smaller payments. Tap to Pay on Mobile is also a paid add-on, charged per active user. Credit card surcharging carries a 0.50% fee on surcharged transactions, except with the HVAC, plumbing and electrical packages, whose pages say surcharging has no added fee. 45 46 58 49 42 43 56 54
• BuildOps Payments+. Payments+ (via Payabli) has no monthly or setup fee. Card payments cost 2.9% plus a fixed fee per transaction when the contractor absorbs the fee, or 3.25% plus the same fixed fee when it is passed to the customer, plus 0.35% for American Express (BuildOps' help article adds it to both rates; its Payments+ page states it only for absorbed fees). ACH costs 1%, with a cap per transaction. ACH returns and card chargebacks each carry a fixed fee. ACH is not available to Canadian accounts. 70 60
• FieldEdge Payments. Rates are not published; FieldEdge says they are tailored to transaction volume (payments page).
• FieldPulse Payments. Standard FieldPulse Payments rates, unless a custom pricing agreement applies: 3% of card volume and 1% of ACH volume, plus fixed fees per transaction, refund, chargeback, ACH return, dispute, account-updater card and deposit; 0.5% of volume for next-day funding; and a monthly access fee. FieldPulse may raise these fees on notice in its billing summary. FieldPulse Payments is for US businesses only. 83 89 88 82
• ServiceTitan Payments. ServiceTitan does not publish its card or bank payment processing rates. It says fees depend on the payment method, the transaction type and each customer's agreement. 99
• Knowify, through QuickBooks Payments or Square. Card and ACH payments run through QuickBooks Payments (US) or Square (US and Canada). Knowify's payment page lists QuickBooks Payments at 2.99% per card transaction and 1% per ACH transaction, capped per transaction; and Square at 3.3% plus 30 cents per card transaction and 1% per ACH transaction. A help article gives a lower card rate for QuickBooks Payments; we show the higher. Knowify lets contractors add a 3% card surcharge, except where state rules forbid it. 35 39 40
• Workiz Pay. Neither its Workiz Pay page nor its pricing page states a rate (Workiz Pay page).

The online card payments row of the features table further down shows which plans include card payments and where they are an add-on.

Who bears the card fee, and when the money arrives

A processing rate tells you what a payment costs, not who pays it. Some of these vendors let a contractor pass part of the fee to the customer. BuildOps’s help center lets a Payments+ contractor absorb the fee, pass it on, or use a hybrid of the two (help article); the rate charged when the fee is passed on is in its line above. FieldPulse lists card fee recovery among the features of FieldPulse Payments (payments page), and Housecall Pro offers credit card surcharging, with the trade-package terms given in its line above (surcharging FAQ). Knowify’s surcharge, also in its line above, can be lowered on request but never raised (surcharging help). If you plan to surcharge, ask the vendor which payments its tool applies the surcharge to and who is responsible for the wording customers see.

Payout timing matters too. FieldEdge Payments advertises next-day funding (payments page). FieldPulse offers next-day funding at a charge on volume, and Jobber and Housecall Pro charge extra for instant payouts, as their lines above show.

Keeping your own processor. If you already have a merchant account, ask whether it can stay. FieldPulse’s help center names partner processors, among them Bank of America and Card Connect, as an alternative to FieldPulse Payments (help article). A Knowify customer already on Intuit Payments is charged Intuit’s advertised rates, then rebated each month for the difference from Knowify’s partner rate (surcharging help).

The processing agreement is its own contract. Service Fusion’s subscription agreement says its standard processing fees are the ones posted on its payments pricing page and may change at its discretion (subscription agreement), and FieldPulse Payments runs under a separate payment processing agreement with its own fee table (payments terms). Read that document as well as the software subscription.

Card readers. Workiz’s pricing page says card readers are sold separately (pricing page), and Service Fusion’s mobile card reader is a Stripe device (payments page). Neither reader is counted in the subscription costs above.

Questions to ask before you sign

These questions come from the gaps in what vendors publish about invoicing and QuickBooks:

1. Which plan turns on the sync you need? The QuickBooks rows in the features table show where each vendor lists Online and Desktop sync. Housecall Pro and Workiz say they work with Desktop but name no plan for it, so get the plan in writing.
2. Who sets up the connection, and is setup included? ServiceTitan’s customer success manager switches on the QuickBooks Online connection (QuickBooks Online help), and FieldPulse includes its accounting integrations at no extra cost (help article). Ask the others whether setup carries a fee.
3. How will your item list map? BuildOps carries only Non-Inventory and Service item types to QuickBooks Online (help article). If you track parts as inventory items in QuickBooks, ask how parts used on a job reach your books.
4. What does Desktop need on your side? Service Fusion’s Desktop link is a Windows-only plugin (Desktop setup article), and FieldPulse’s runs through the QuickBooks Web Connector (Desktop help). Ask which computer has to run it and how often it syncs.
5. Which records sync, and in which direction? The list under QuickBooks Online or Desktop gives each vendor’s own wording; ask for the rest in a demo with your own sample invoice.
6. What could you take with you? Ask which job, estimate and agreement records you could export if you left, beyond what has already reached QuickBooks.

For the scheduling and dispatch side of the same products, see our field service scheduling software prices.