Part of the Contractors industry →
HVAC Business OS
Quote, dispatch, and profit on every job. One workbook that runs the business side of your HVAC shop.
Digital download: a ZIP with the .xlsx workbook and the quick-start PDF. Buy direct and the download link arrives by email right after checkout. Also available on Etsy if you prefer to shop there. Buy once, yours forever.
Where this fits
Level 2 of 3: Run the operation
Connected operating systems for the work that repeats every week: estimating, pipeline, bookings, deadlines, follow-up. Tabs share data and formulas carry the numbers from estimate to invoice to dashboard. Enter it once and stop retyping the same figures into five different sheets.
Shown for the Contractors stack. The levels are the same in every industry.
Run the operation
$69 to $149
What comes next: You are at Level 2 (Run the operation). The step up is Level 3 (Put AI to work): HVAC Dispatch & Tune-Up Agent: $149
Beyond the levels: Own the whole stack — Every level for your industry, one purchase, about 25% off. In development now; we bundle the stack once the levels beneath it are real.
What’s included
Everything in the file set.
- Service Quote BuilderSet your labor rate, parts markup, trip fee, overhead, and target margin once. Every line updates from there. Sell price and margin check are formulas, not guesses.
- Dispatch SchedulerEvery job on one board with tech assignments, time windows, priority flags, and status. Overdue and today jobs highlight automatically, with per-tech job counts.
- Maintenance Plan TrackerService agreements with renewal dates, 30-day renewal flags, visits used and remaining, and agreement value. Renewal revenue you can forecast.
- Equipment RegistryInstalled units with make, model, serial, install date, warranty end, and filter size. Warranty expiring within 60 days flags automatically.
- Profit DashboardPer-job revenue, labor, parts, and other costs with gross profit and margin percent. Jobs under 15% margin flag red. Monthly rollup plus a profit-by-month bar chart.
- Client CRMOne row per client with automatic job count and total billed, equipment on file, last-contact and follow-up dates with overdue highlighting.
- Expense TrackerCategorized expense log with automatic monthly totals by category. Hand them straight to your accountant at tax time.
- Quick-start guide (PDF)The 15-minute setup, step by step, with realistic sample data already in the workbook so you can see exactly how each tab should look.
Who it’s for
Built for a specific desk.
- HVAC shops running 1 to 15 techs
- Owner-operators quoting between service calls
- Shops that want maintenance-plan revenue instead of one-off jobs
Requirements
| You need | Microsoft Excel (desktop or web) or a free Google Sheets account |
|---|---|
| No add-ons, no subscriptions, no special software | |
| Sample data is fictional. Overwrite it with your own; the formulas work the same way |
A note from Procedura. Published by Procedura. Researched, structured, and checked against real HVAC workflows. Nothing here claims to be built by a veteran tech, because it was not. A system’s worth is in its math and its procedures, which you can check for yourself.
Questions
Asked before you asked.
Still unsure? Write to [email protected]. We answer setup questions about every product.
Elsewhere in the stack. Put dispatch on autopilot: the HVAC Dispatch & Tune-Up Agent ($179) ranks work orders, runs tune-up campaigns, and flags warranties.
No. It is a digital download: a ZIP with the Excel workbook and a PDF quick-start guide. Nothing will be mailed.
Because this is an instantly downloadable file, all sales are final. If your download is corrupted or a file is missing, email [email protected] and we will make it right. That is a delivery problem, not a fit problem, and we fix those.
Both. Open the .xlsx directly in Excel, or use File > Import in Google Sheets. Dropdowns, formulas, conditional formatting, and the profit chart carry over. Spot-check totals after import.
Yes. It is your file: edit the labor rate, parts markup, overhead, and margin settings, rename statuses, and add rows. The guide explains which cells are settings and which are formulas.
If you can type into a cell and pick from a dropdown, you can run this. The quick-start guide walks the 15-minute setup step by step, and the sample data shows you exactly what each tab should look like.
No. It tracks job costs, revenue, profit, and expenses: the numbers your accountant wants at tax time. It is not accounting software and not tax advice.
Keep climbing
HVAC Dispatch & Tune-Up Agent
The launch notes
Occasional, plain-spoken email.
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