HVAC Business Spreadsheet | Jobs, Dispatch, Maintenance, Invoices & Profit Tracker
Run your HVAC business from one organised Excel system.
The BusinessOSLab HVAC Business OS is a complete 24-sheet Excel business-management system designed specifically for HVAC contractors, heating and cooling technicians, air-conditioning service companies and small field-service teams.
Manage leads, estimates, jobs, technician dispatch, maintenance plans, parts, suppliers, invoices, expenses and profitability — with an automated dashboard giving you a clear overview of business performance.
WHAT’S INCLUDED
• Complete 24-sheet HVAC Business OS
• Blank workbook ready for your business
• Fully populated example workbook
• Quick Start Guide
• Automated calculations and reporting
• Professional business dashboard
BUILT SPECIFICALLY FOR HVAC BUSINESSES
Track:
• Heating and cooling service jobs
• Leads, estimates and follow-ups
• Technician scheduling and dispatch
• Labour, parts and job costs
• Emergency no-heat / no-cooling callouts
• Maintenance agreements
• Parts, inventory and suppliers
• Purchase orders
• Technician hours and productivity
• Tools, diagnostic equipment and vans
• Invoices, payments and overdue balances
• Job and service profitability
AUTOMATED DASHBOARD
Monitor:
• Revenue
• Gross profit
• Outstanding accounts receivable
• Completed jobs
• Average job value
• Gross margin
• Active leads
• Emergency jobs
• Monthly revenue and profit
• Service profitability
• Technician performance
• Recent jobs
• Outstanding invoices
• Parts and stock overview
IDEAL FOR
HVAC contractors, heating and cooling companies, air-conditioning service businesses, heat-pump installers, HVAC technicians, residential HVAC businesses, commercial HVAC companies and small field-service teams.
COMPATIBILITY
Microsoft Excel .xlsx format. Best used in Microsoft Excel. Compatibility with other spreadsheet applications is not guaranteed.
IMPORTANT
Digital download only. No physical product will be shipped. No subscription required.
This product is a business-management and organisational tool only and does not replace professional accounting, tax, legal, HVAC, refrigerant-handling, safety or regulatory advice.