Every plan includes the same focused HVAC workflow—from clear proposals and scheduling to invoicing and payment records. The only choices are team size and QuickBooks Online.
For owner-led HVAC teams with up to five users.
For small teams that want invoice sync with QuickBooks Online.
For growing HVAC businesses that need unlimited users.
For growing teams that need unlimited users and QuickBooks Online.
Not sure which plan fits? Compare plans below or use the HVAC software scorecard.
Proposal, scheduling, customer, equipment, invoice, staff, and template tools are included across all four plans.
| Feature | Small Team | Small Team + QuickBooks | Large Team | Large Team + QuickBooks |
|---|---|---|---|---|
| Customer & equipment management | Included | Included | Included | Included |
| Job scheduling & dispatch | Included | Included | Included | Included |
| Proposals, invoicing & payment records | Included | Included | Included | Included |
| Staff management & permissions | Included | Included | Included | Included |
| Customizable email templates | Included | Included | Included | Included |
| Up to 5 users | Included | Included | — | — |
| Unlimited users | — | — | Included | Included |
| QuickBooks Online integration | — | Included | — | Included |
See what every plan includes, how user limits work, and what to expect from QuickBooks sync and setup.
Every plan includes customer and equipment management, job scheduling and dispatch, multi-package proposals, invoicing and payment records, staff roles and permissions, and customizable email templates.
Small Team plans support up to five users. Large Team plans include unlimited users.
QuickBooks Online integration is included with Small Team + QuickBooks at $234 per month and Large Team + QuickBooks at $284 per month.
No. On an eligible plan, a team member starts the sync when the invoice is ready. Job4Site checks the customer and line items before sending supported invoice data to QuickBooks Online. An internet connection is required.
An in-app setup checklist walks owners through products, pricing, templates, staff, and connected services. Guided walkthroughs are also available for everyday tasks such as creating a proposal, scheduling a job, and sending an invoice.
Choose up to five or unlimited users, add QuickBooks Online if you need it, and start with the same simple HVAC workflow.