Buyer question
Which HVAC software is best for tracking equipment, service history, warranties, and maintenance agreements?
Short answer
Short answer
ServiceTitan is the best-supported overall choice for this full installed-base workflow. Its first-party documentation connects customer and service-location records to equipment, model and serial data, installation date and age, warranty fields, equipment-specific job and invoice history, mobile equipment management, covered-equipment memberships, recurring maintenance, and replacement history. ServiceTrade is the strongest commercial and multi-site alternative because recurring service is explicitly defined by location, scope, asset, and frequency, but structured warranty tracking and replacement lineage were not confirmed. BuildOps is a close commercial alternative with strong asset, warranty, agreement, and preventive-maintenance evidence. FieldEdge covers the core residential-service record well, but its per-unit agreement linkage, asset-specific PM rules, and multi-site depth are less clearly documented.
At a glance
Capability comparison
Each result comes from a structured claim and links to its caveats, verification date, and primary evidence.
| Operational need | ServiceTitan | ServiceTrade | BuildOps | FieldEdge |
|---|---|---|---|---|
| Customer and site equipment hierarchy | Yes | Yes | Yes | Yes |
| Equipment model, serial, and install data | Yes | Partial | Yes | Yes |
| Equipment warranty tracking | Yes | Not confirmed | Yes | Yes |
| Equipment and service history | Yes | Yes | Yes | Yes |
| Mobile equipment management | Yes | Yes | Yes | Yes |
| Installed assets to maintenance agreement | Yes | Yes | Yes | Partial |
| Asset-specific preventive maintenance schedules | Yes | Yes | Yes | Partial |
| Equipment replacement history | Yes | Not confirmed | Not confirmed | Not confirmed |
| Multi-site equipment management | Yes | Yes | Yes | Partial |
Not researched means no current verified claim is available for that product and capability. Not confirmed describes the current evidence boundary, not proof that a feature is absent.
ServiceTitan
Best-supported complete installed-base workflow, including warranties, mobile replacement, agreement coverage, and recurring service.
- Customer and site equipment hierarchyYes
- Customer records contain service locations, and each location can contain installed equipment.
- Review evidence
- Equipment model, serial, and install dataYes
- Installed-equipment records include manufacturer, model, serial number, installation date, and age.
- Review evidence
- Equipment warranty trackingYes
- Equipment records support manufacturer and service warranty dates and warranty-related details.
- Review evidence
- Equipment and service historyYes
- Each unit exposes completed jobs and invoices, preserving equipment-specific service history.
- Review evidence
- Mobile equipment managementYes
- Technicians can add, edit, scan, and replace equipment in ServiceTitan Mobile.
- Review evidence
- Installed assets to maintenance agreementYes
- Equipment can be attached to memberships and recurring services, including covered-equipment views in mobile.
- Review evidence
- Asset-specific preventive maintenance schedulesYes
- Recurring services can be tied to covered equipment and converted into scheduled maintenance visits.
- Review evidence
- Equipment replacement historyYes
- The mobile replacement workflow records replacement equipment and preserves replacement history.
- Review evidence
- Multi-site equipment managementYes
- Customer accounts can span service locations, each with its own equipment and service history.
- Review evidence
ServiceTrade
Best commercial and multi-site workflow; validate structured warranty fields and replacement lineage in the demo.
- Customer and site equipment hierarchyYes
- ServiceTrade organizes customers into service locations with assets at each location.
- Review evidence
- Equipment model, serial, and install dataPartial
- ServiceTrade documents serialized assets, but the reviewed first-party sources do not clearly confirm a standard installation-date field.
- Evidence boundary: The public evidence confirms only part of this workflow.
- Review evidence
- Equipment warranty trackingNot confirmed
- The reviewed first-party sources do not confirm structured equipment warranty fields or warranty-expiration tracking.
- Evidence boundary: Not confirmed in the reviewed first-party material.
- Review evidence
- Equipment and service historyYes
- Technicians can access comprehensive asset-specific service history while working in the field.
- Review evidence
- Mobile equipment managementYes
- The mobile workflow exposes asset data and history to technicians during service visits.
- Review evidence
- Installed assets to maintenance agreementYes
- Recurring service is defined by location, scope, asset, and frequency, directly linking covered assets to the contract workflow.
- Review evidence
- Asset-specific preventive maintenance schedulesYes
- Asset-level recurring-service definitions generate preventive-maintenance work at the required frequency.
- Review evidence
- Equipment replacement historyNot confirmed
- The reviewed first-party sources do not confirm an explicit predecessor-successor equipment replacement record.
- Evidence boundary: Not confirmed in the reviewed first-party material.
- Review evidence
- Multi-site equipment managementYes
- Hierarchical assets and multi-site customer workflows support equipment across buildings and locations.
- Review evidence
BuildOps
Strong commercial asset, warranty, agreement, and preventive-maintenance coverage; replacement lineage is not confirmed.
- Customer and site equipment hierarchyYes
- BuildOps centralizes customers, properties, and equipment assets for commercial service operations.
- Review evidence
- Equipment model, serial, and install dataYes
- Asset records include unit specifications, model and serial details, installation age, and nameplate data.
- Review evidence
- Equipment warranty trackingYes
- BuildOps documents warranty information as part of the equipment record used by field and office teams.
- Review evidence
- Equipment and service historyYes
- Asset records retain full service history linked to work orders and service operations.
- Review evidence
- Mobile equipment managementYes
- Technicians can access asset details, history, and preventive-maintenance work in the mobile application.
- Review evidence
- Installed assets to maintenance agreementYes
- BuildOps describes the asset list as a central part of a service agreement and links covered equipment to planned work.
- Review evidence
- Asset-specific preventive maintenance schedulesYes
- Asset-specific checklists and agreement schedules automate preventive-maintenance work orders.
- Review evidence
- Equipment replacement historyNot confirmed
- The reviewed first-party sources do not confirm explicit predecessor-successor equipment replacement lineage.
- Evidence boundary: Not confirmed in the reviewed first-party material.
- Review evidence
- Multi-site equipment managementYes
- BuildOps is designed for commercial properties and supports equipment records across customer locations.
- Review evidence
FieldEdge
Solid core equipment record for residential service; agreement-to-unit linkage and asset-specific PM depth need demo validation.
- Customer and site equipment hierarchyYes
- FieldEdge keeps customer, location, and equipment information together for office and field use.
- Review evidence
- Equipment model, serial, and install dataYes
- Equipment records include specifications and identifying unit details available to technicians.
- Review evidence
- Equipment warranty trackingYes
- FieldEdge explicitly tracks equipment warranty dates alongside equipment details and work history.
- Review evidence
- Equipment and service historyYes
- Technicians can review equipment-specific work history and diagnostics from the field.
- Review evidence
- Mobile equipment managementYes
- The mobile application provides equipment details, history, and customer context in the field.
- Review evidence
- Installed assets to maintenance agreementPartial
- FieldEdge supports multiple service agreements for customers with multiple units, but the reviewed sources do not clearly show mandatory per-unit coverage linkage.
- Evidence boundary: The public evidence confirms only part of this workflow.
- Review evidence
- Asset-specific preventive maintenance schedulesPartial
- Service agreements schedule visits and reminders, but asset-specific PM frequency rules were not clearly confirmed.
- Evidence boundary: The public evidence confirms only part of this workflow.
- Review evidence
- Equipment replacement historyNot confirmed
- The reviewed first-party sources do not confirm an explicit equipment replacement lineage workflow.
- Evidence boundary: Not confirmed in the reviewed first-party material.
- Review evidence
- Multi-site equipment managementPartial
- FieldEdge supports customer locations and multiple pieces of equipment, but deep hierarchical multi-site asset management was not confirmed.
- Evidence boundary: The public evidence confirms only part of this workflow.
- Review evidence
Question-level sources
These sources support the market, pricing, or buying-context synthesis above. Product capability evidence remains linked from each comparison cell.