Fergus vs HVACBase

Fergus is job management software for trades and service businesses, covering work from customer enquiry and quoting through scheduling and invoicing. Teams can prepare professional quotes and use a customisable calendar to assign jobs. Job Cards gather information such as quotes, purchase orders, costs, reporting, and customer details. The mobile app for iOS and Android supports quoting, invoicing, and job management, with real-time tracking of time, materials, and safety. Fergus lists recurring jobs, route optimisation, and offline mode. Accounting integrations with Xero, QuickBooks, and MYOB can sync business information. Supplier integrations can import invoices and match them to jobs; premium supplier connections add pricebook updates, purchase orders, and invoice reconciliation. A Zapier integration connects Fergus to more than 3,000 apps. The product is made by Fergus, headquartered in Auckland, New Zealand. Its 14-day free trial of Essentials starts without a credit card. Features are offered in set tiers rather than selected individually. Listed additional charges include certificates at $30 for 1–9 staff or $80 for 10+ staff, SMS at $15 per 100 texts, and credit-card payments at 2.95% + $0.30 per transaction. Local support in New Zealand, Australia, and the United Kingdom is available by phone, live chat, and email.

HVACBase is business software for residential and commercial HVAC contractors, installers, service and repair firms, and multi-location franchises. It combines customer management, scheduling, dispatch, estimates, work orders, field service, invoicing, inventory, and recurring maintenance. Dispatch includes drag-and-drop planning, conflict detection, GPS technician tracking, skill- and availability-based assignment, and route optimisation. Contractors can create branded proposals from templates, apply tiered pricing, collect e-signatures, track views and approvals, and turn accepted quotes into scheduled jobs. The technician app provides schedules, customer and equipment records, job details, photos, signatures, invoices, and payment collection. HVACBase also includes load calculations for equipment sizing and installation preparation. Inventory tools cover warehouses and service vehicles with barcode scanning and reorder alerts. The service says invoices and financial records sync with QuickBooks and Xero. Customers can pay by card, ACH transfer, or financing. It runs on Android, iOS, and the web. Pricing is quote-based and available by demo request.