5+ Best Accounting Software for HVAC Contractors and Heating/Cooling Businesses

Image of author Nick Cotter
Newfoundr
accounting software for hvac
March 13, 2023
-
10
min read

For HVAC contractors and heating/cooling businesses, having the right accounting software can make a world of difference. It can not only simplify back-of-house operations, but also boost efficiency, maximize profits and help you to stay organized. Knowing which accounting software is best for your business is important. To help you make an informed decision, we’ve put together a list of the 5+ best accounting software solutions for HVAC contractors and heating/cooling businesses.

Who is the best Accounting Software For Hvac?

The Best Accounting Software For Hvac of 2023:

Here’s our shortlist of the best accounting software for hvac I'm ranking through our extensive research and use:

  1. Wave
  2. Zoho Books
  3. OneUp
  4. Microsoft Dynamics GP
  5. Sage 50

Our Review of the Best Accounting Software For Hvac:

Here is our list of the best accounting software for hvac:

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Wave

Newfoundrz's Software Review:
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4.2
out of 5

Wave is a free cloud-based accounting software that provides features such as invoicing, expense tracking, and accounting reports. It is primarily aimed at small businesses and freelancers.

  • Invoicing
  • Invoicing
  • Expense tracking
  • Accounting reports
  • Credit card and bank account connections
  • Completely free accounting software
  • Easy receipt scanning and expense tracking
  • Automated financial reports
  • Limited features compared to other software options
  • Some users may find the interface too simplistic or lacking in customization options
  • Limited customer support options
Pricing for Wave starts at $0/month and moves up to $40/month pricing from there. You should connect with their team to learn more about the capabilities with each plan.
Best Fit For:
small and medium sized business
Free Trial Offered?
YES
NO
Pricing Plan 1:
$0/month
Pricing Plan 2:
$40/month
  • Etsy
  • Trello
  • Dropbox
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Zoho Books

Newfoundrz's Software Review:
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4.3
out of 5

Zoho Books is a cloud-based accounting software that provides features such as invoicing, expense tracking, and inventory management. It is aimed at small businesses and includes integrations with various other business tools.

  • Invoicing
  • Invoicing
  • Expense tracking
  • Inventory management
  • Financial reporting
  • User-friendly interface with customizable templates
  • Robust inventory and project management
  • Powerful bank reconciliation and payment processing
  • Limited mobile app capabilities
  • Some users may find the interface too cluttered or confusing
  • Limited customization options for certain features
Pricing for Zoho Books starts at $0/month and moves up to $240/month pricing from there. You should connect with their team to learn more about the capabilities with each plan.
Best Fit For:
small and medium sized business
Free Trial Offered?
YES
NO
Pricing Plan 1:
$0/month
Pricing Plan 2:
$240/month
  • Shopify
  • Salesforce
  • HubSpot
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OneUp

Newfoundrz's Software Review:
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4.3
out of 5

OneUp is a cloud-based accounting software aimed at small to medium-sized businesses. It includes features such as invoicing, inventory management, and financial reporting, along with various other accounting features.

  • Invoicing
  • Financial management
  • Inventory management
  • Invoicing
  • Payment processing
  • Comprehensive financial, inventory, and payment management
  • Advanced CRM and project management
  • Automated invoicing and payment processing
  • Higher pricing for additional users and advanced features
  • Limited customization options for certain features
  • Limited customer support options
Pricing for OneUp starts at $9/month and moves up to $169/month pricing from there. You should connect with their team to learn more about the capabilities with each plan.
Best Fit For:
small and medium sized business
Free Trial Offered?
YES
NO
Pricing Plan 1:
$9/month
Pricing Plan 2:
$169/month
  • Stripe
  • Shopify
  • Xero
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Microsoft Dynamics GP

Newfoundrz's Software Review:
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4.3
out of 5

Microsoft Dynamics GP is desktop accounting software aimed at small to medium-sized businesses. It includes features such as payroll and inventory management, along with various other accounting features.

  • Invoicing
  • Financial management
  • Inventory management
  • Project management
  • HR and payroll
  • Robust accounting and financial management
  • Efficient inventory management and order processing
  • Advanced HR and payroll management
  • Steep learning curve for some users
  • Higher pricing for advanced features and customization
  • Limited mobile app capabilities
Pricing for Microsoft Dynamics GP starts at $70/month and moves up to $100/month pricing from there. You should connect with their team to learn more about the capabilities with each plan.
Best Fit For:
small and medium sized business
Free Trial Offered?
YES
NO
Pricing Plan 1:
$70/month
Pricing Plan 2:
$100/month
  • Expensify
  • Stripe
  • Avalara
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Sage 50

Newfoundrz's Software Review:
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4.5
out of 5

Sage 50 is desktop accounting software aimed at small to medium-sized businesses. It includes features such as payroll and job costing, along with various other accounting features.

  • Invoicing
  • Accounting and financial management
  • Payroll
  • Inventory management
  • Job costing
  • Comprehensive accounting and financial management
  • Advanced payroll processing and reporting
  • Efficient inventory management
  • Limited cloud-based capabilities and mobile access
  • Some users may find the interface too complex or outdated
  • Higher pricing for additional users and advanced features
Pricing for Sage 50 starts at $28.90/month and moves up to $76.65/month pricing from there. You should connect with their team to learn more about the capabilities with each plan.
Best Fit For:
small and medium sized business
Free Trial Offered?
YES
NO
Pricing Plan 1:
$28.90/month
Pricing Plan 2:
$76.65/month
  • Bill.com
  • Salesforce
  • Google Drive
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Software Rankings:
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Important Features to Look For in Accounting Software For Hvac:

Accounting Software For Hvac Pricing Comparison Table:

Platform Free Trial? Pricing #1 Pricing #2
Wave true $0/month $40/month
Zoho Books true $0/month $240/month
OneUp true $9/month $169/month
Microsoft Dynamics GP true $70/month $100/month
Sage 50 true $28.90/month $76.65/month

Accounting Software For Hvac Rating Comparison Table:

Software Customer Support Performance Value Total Product Rating
Wave 4 4 4.5 4.2
Zoho Books 4 4.5 4.5 4.3
OneUp 4 4.5 4.5 4.3
Microsoft Dynamics GP 4.2 4.5 4.1 4.3
Sage 50 4.4 4.4 4.6 4.5

Should HVAC contractors and businesses consider using accounting software?

Is QuickBooks a suitable software for HVAC contractors and businesses to use?

How can HVAC businesses benefit from using accounting software and what are the key advantages it offers for financial management?

What is the price range of accounting software designed for HVAC (heating, ventilation, and air conditioning) companies, and what features does it offer for managing job costs, scheduling appointments, or generating invoices?

Factors we use to Rank Accounting Software For Hvac:

Newfoundr

Founder and CEO

We're newfoundr.com, dedicated to helping aspiring entrepreneurs succeed. As a small business owner with over five years of experience, I have garnered valuable knowledge and insights across a diverse range of industries. My passion for entrepreneurship drives me to share my expertise with aspiring entrepreneurs, empowering them to turn their business dreams into reality.

Through meticulous research and firsthand experience, I uncover the essential steps, software, tools, and costs associated with launching and maintaining a successful business. By demystifying the complexities of entrepreneurship, I provide the guidance and support needed for others to embark on their journey with confidence.

From assessing market viability and formulating business plans to selecting the right technology and navigating the financial landscape, I am dedicated to helping fellow entrepreneurs overcome challenges and unlock their full potential. As a steadfast advocate for small business success, my mission is to pave the way for a new generation of innovative and driven entrepreneurs who are ready to make their mark on the world.