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ServiceTitan alternatives

What are the best ServiceTitan alternatives for commercial HVAC and mechanical contractors?

For commercial HVAC and mechanical work the realistic alternatives are BuildOps (built for commercial contractors running service and construction projects together), ServiceTrade (commercial mechanical and fire service, priced mainly by technician count), Simpro (service and project jobs with a Maintenance Planner add-on), and configurable platforms such as Fieldproxy when your contracts, approvals and customer rules don't fit a template. FieldEdge is mostly a residential tool. Stay on ServiceTitan if you also run a large residential call centre or are early in a 12 to 36 month contract; otherwise judge each option on how it runs PM agreements at scale, multi-site customers with NTE and PO rules, and your accounting or ERP.

  • Commercial buyers should test four things: PM at scale, multi-site customers, NTE and PO handling, and the ERP sync.
  • BuildOps and ServiceTrade are built for commercial; FieldEdge is not.
  • ServiceTitan contracts typically run 12 to 36 months and are noncancelable, so time the move to your renewal.
  • Implementation ranges from weeks to months: ServiceTitan 12 to 16 weeks plus hypercare, BuildOps 8 to 12 weeks.
  • Ask every vendor to run one of your real multi-site agreements in the demo, not a sample one.

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Number of employees

If you are a small residential HVAC or plumbing shop, read the small-shop version instead: /answers/servicetitan-alternatives-small-hvac.

Facts checked as of November 2026. Sources at the end of the page.

Step by step

How to evaluate a ServiceTitan alternative for commercial work

Commercial HVAC and mechanical contractors live on recurring agreements, multi-site customers and approvals that residential tools treat as edge cases. Run each candidate through these steps with your own data.

1. Load one real service agreement

Pick a customer with several buildings, quarterly PM on rooftop units and a chiller, and annual billing. The agreement should hold the sites, the covered equipment, the visit cadence, the checklist per visit, the billing schedule and the renewal date, and generate the visits on its own.

2. Put the customer's rules on the record

Commercial customers send work orders with a PO number, a not-to-exceed (NTE) amount and site access rules. Check that NTE and PO are fields on the work order, that the technician sees the limit, and that work over the NTE goes for approval before it is done.

3. Dispatch by qualification

Refrigerant certification, confined space, boiler or controls work: the board should know who is qualified, and stop the wrong technician being sent.

4. Run a project beside the service work

A replacement or retrofit job needs phases, a budget, change orders and progress billing, on the same customer and site as the service history, not in a second system.

5. Send part of it to a subcontractor

Balancing, insulation or crane lifts often go to subs. They need the job, the documents and a way to report back, without a paid seat and without seeing your prices.

6. Close the loop with accounting

Invoices grouped by site with the PO on them, sent to QuickBooks, Sage Intacct, Vista, Spectrum or NetSuite, with costs coming back for job costing. Ask which direction each record syncs.

Where it breaks

Why commercial contractors look for an alternative

These are the reasons commercial HVAC and mechanical buyers gave on our calls, checked against what each vendor publishes.

The contract and the rollout

ServiceTitan's annual report says contracts typically run 12 to 36 months, are noncancelable and renew automatically, and its own enterprise implementation consultant describes 12 to 16 weeks to go live plus 4 weeks of hypercare. For a mid-size mechanical contractor that is a long commitment before the first PM visit runs in the new system.

Per-technician pricing on a mixed team

ServiceTitan prices per technician, quote only. Commercial teams also have project managers, coordinators, helpers and seasonal staff, so the headcount that needs access grows faster than the billable technician count.

NTE as a custom field

ServiceTitan's own commercial playbook keeps NTE as a custom field the technician can see, with work over it submitted for approval. That works, but buyers with many facility management clients wanted the NTE, the PO and each client's approval rule enforced, not just displayed.

A workflow that follows the vendor's structure

Custom fields and reports exist, but the job flow follows ServiceTitan's structure. Contractors whose PM checklists, inspection reports or client portals differ by customer ended up keeping spreadsheets and Word templates beside it.

Residential tools that cannot stretch

Some buyers came from the other direction: a residential-first tool that ran out of room once they took on multi-site agreements. FieldEdge's own industry menu lists HVAC, plumbing, electrician, locksmith and appliance repair software, and its customer portal and warehouse inventory sit on the top plan.

The options

ServiceTitan alternatives for commercial HVAC, side by side

OptionBuilt forAgreements and PMNTE, PO and projectsAccounting / ERPGo-live
Stay on ServiceTitan (Commercial)Commercial service and construction, plus residentialService agreements; customizable memberships on The WorksNTE as a custom field with approval for overage; project managementQuickBooks Online and Desktop, Sage Intacct, Vista, Spectrum12 to 16 weeks plus 4 weeks hypercare (its consultant)
BuildOpsCommercial contractors: service and projectsVisits generated from agreements, margin per agreement, renewal notice windowsProjects with NTE per phase on T&M; NTE on service work orders not publishedQuickBooks Online and Desktop, Sage, NetSuite, Vista, Spectrum"Most businesses" in 8 to 12 weeks
ServiceTradeCommercial mechanical and fire protection serviceRecurring contract pricing and proposals on Enterprise (mechanical)Deficiency capture to quotes; project management not publishedQuickBooks, Sage, Vista, Spectrum, NetSuite, AcumaticaSix-step onboarding with sandbox; total not published
SimproTrade contractors running service and project jobsMaintenance Planner add-on, recurring jobs, contract service levelsService and project jobs; contractor portal for subcontractorsQuickBooks Online, Xero, MYOB, Reckon; QuickBooks Desktop Premier and EnterpriseNot published
FieldEdgeResidential HVAC, plumbing and electricalBasic agreements on Select, advanced from PremierNot publishedQuickBooks Online and DesktopNot published
FieldproxyCommercial and industrial service whose process doesn't fit a templateRecurring contracts and visits, assets and QR codes per site, PM by date or meterNTE and PO held on the job; projects with change orders and progress billing; subcontractor portalTwo-way QuickBooks Online, Desktop and Enterprise; Xero; deep two-way Sage; open APILive within a day; migration free and assisted

Vendor facts from each vendor's own site, docs, pricing page or annual report, checked 13 to 15 November 2026 (sources below). Prices are quote only for every option here, so none are listed.

Worked example

A worked example: one customer, eight buildings

Say a mechanical contractor with 30 technicians services a property management company with eight office buildings. Made-up numbers to show the flow, not results. The agreement covers 46 rooftop units on quarterly PM, two chillers with an annual teardown, and filter changes every other month. Billing is annual, in advance, with a PO per building.

In the demo, load that agreement. The system should generate the year's visits (46 units x 4 quarters is 184 unit visits, grouped into perhaps 32 site visits), each with the right checklist and the readings it must capture, and put them on the board around the reactive work. If the vendor has to build this by hand in front of you, that is what your coordinator will be doing every renewal.

Then raise a reactive call: a chiller alarm at building 3, the client's work order says PO 4471 and NTE $1,500. The technician should see the NTE on the phone. The repair needs a $2,300 part. The right answer is a stop, photos, an NTE increase request to the client and a hold until it is approved, with the approval stored on the job. The invoice later carries PO 4471 and cannot exceed the approved amount.

Finally, the client approves replacing two end-of-life units as a project. That should be a project on the same customer and buildings, with phases, a budget, a change order when the crane date moves, and progress invoices, while the PM visits on the other 44 units keep running. Count how many systems the vendor needs for all three parts of this example.

Before you buy

What to check before you buy

Good signs

  • An agreement generates its own visits, with checklists, for many sites and many units at once.
  • NTE and PO are fields on the work order and the overage approval is stored on the job.
  • Technicians are matched to jobs by certification, not just by distance.
  • Projects and service share the same customer, site and equipment history.
  • Subcontractors get the job without a paid seat and without your prices.
  • The vendor names which records sync with your accounting system, and in which direction.
  • A dated implementation plan before you sign, and the contract term in writing.

Red flags

  • PM visits created one at a time, or from a spreadsheet import every year.
  • NTE only in the job notes.
  • A demo run entirely on residential sample data.
  • Separate products, logins or fees for projects, portals or agreements that you only find out about in the quote.
  • A multi-year noncancelable term with no exit for a failed implementation.

In Fieldproxy

Setting it up in Fieldproxy

Fieldproxy is set up around your own agreements, approvals and documents, and is live within a day. Field and status names below are examples.

Agreements that create their own visits

Recurring maintenance contracts hold the sites, the covered equipment (each with a QR code), the cadence by date, season or run-hours, the checklist per visit and the billing schedule. Visits are created ahead and fitted around reactive work. See preventive maintenance and service agreements.

NTE and PO on the job

Each work order carries the client's PO and NTE (e.g. NTE, NTE approved, PO number), spend against it updates as labor and parts are added, and work over the limit waits for an approval stored on the job. See tracking NTE limits.

Dispatch by qualification

The Dispatch agent proposes the technician by distance, skills and certifications, inventory and cost, and a dispatcher approves. The Watcher agent flags overdue PM visits and SLA risks.

Projects beside service

Replacements and retrofits run as projects with phases, a Gantt with dependencies, change orders with approval and progress billing (deposit, milestone, retainage), on the same customer and site as the service history.

Subcontractors without seats

Work is offered to ranked subcontractors or broadcast, their insurance and licence compliance is tracked, they update the job in their own portal, and their work is reviewed and billed. Subcontractors don't cost extra seats.

Your books and your clients' paperwork

Invoices grouped by site with the PO, synced two-way with QuickBooks Online, Desktop and Enterprise, Xero or Sage; service reports in your own format; the Document intelligence agent turns emailed and PDF work orders into jobs. One price per company with unlimited users: see /pricing.

How switching works

Moving from ServiceTitan to Fieldproxy

We move your data over and set the system up to the way you already work. Fieldproxy replaces the old tool; it does not run alongside it.

  1. Bring one real agreement and one work order

    A multi-site PM agreement and a client work order with a PO and NTE. We set both up before the demo, so you see your own work running.
  2. Plan around your ServiceTitan renewal

    Check your contract's term and notice period. Most moves are timed so the new system runs before the renewal date.
  3. We move the data

    Customers, sites, equipment, agreements with their next visit and billing dates, open jobs and price lists come across, free and with you.
  4. Live within a day, then run side by side

    Fieldproxy is configured and live within a day; many teams run one region or one large client first before moving everything.

FAQ

Questions people ask

Is BuildOps better than ServiceTitan for commercial HVAC?
For contractors whose work is mostly commercial service plus construction projects, BuildOps is the closest like-for-like alternative: agreements that generate visits, margin per agreement, projects and ERP integrations. ServiceTitan is broader if you also run residential at volume. Both are quote only; BuildOps says most businesses are running in 8 to 12 weeks.
Is ServiceTrade a good ServiceTitan alternative for mechanical contractors?
Yes for commercial mechanical and fire service work: it is priced mainly by technician count, has a mechanical edition with recurring contract pricing on its Enterprise suite, and turns deficiencies into quotes. It does not publish construction project management as part of its suites.
Can I leave ServiceTitan before my contract ends?
Usually not without paying the term. ServiceTitan's annual report describes contracts that typically run 12 to 36 months, are noncancelable and renew automatically. Read your order form for the notice period and plan the switch so the new system runs before renewal.
Does FieldEdge work for commercial HVAC?
It can handle some commercial jobs, but it is built for residential trades: its industry pages are HVAC, plumbing, electrician, locksmith and appliance repair, and the customer portal and warehouse inventory are on the top plan only.
What about Simpro for commercial mechanical work?
Simpro runs service and project jobs together, has a Maintenance Planner add-on for PM and a contractor portal for subcontractors, and lists Xero, MYOB and Reckon alongside QuickBooks. Pricing is quote only, per user.
Which alternative is fastest to implement?
Published timelines vary: ServiceTitan 12 to 16 weeks plus hypercare per its consultant, BuildOps 8 to 12 weeks, ServiceTrade and Simpro don't publish a total. Fieldproxy is configured and live within a day, with the migration done with you.
How is this different from the small HVAC version of this question?
Small residential shops usually leave ServiceTitan for price and simplicity and land on Jobber, Housecall Pro or Service Fusion. Commercial contractors leave for agreements at scale, NTE and PO rules and ERP fit, so the shortlist is different. See /answers/servicetitan-alternatives-small-hvac.

Sources

Competitor details on this page come from the vendors' own pages and documentation, checked as of November 2026. Plans and prices change, so check the vendor's current page before you decide.

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