Complete CRM & Project Management System for HVAC Companies

STREAMLINE YOUR HVAC BUSINESS WITH A COMPLETE MANAGEMENT SYSTEM

Stop juggling multiple systems and spreadsheets. Our HVAC Operations Template gives you an instantly organized system used by successful HVAC companies to manage everything from service calls to installations and preventive maintenance.

WHAT’S INCLUDED:

COMPREHENSIVE LEAD & SERVICE MANAGEMENT

• Lead Tracking System: Monitor all potential customers
• Service Pipeline Management: Track jobs from inquiry to completion
• Customer Database: Store all client information
• Quote Management: Track estimates and service agreements
• Revenue Forecasting: Project future income

PROFESSIONAL PROJECT MANAGEMENT SUITE

• Installation Project Tracker: Monitor all active installations
• Service Call Planning: Manage technician schedules
• Budget Tracking: Monitor costs and profitability
• Maintenance Planning: Keep preventive services on schedule
• Document Management: Store warranties and service records

ADVANCED PARTS MANAGEMENT

• Stock Level Monitoring: Track all parts and equipment
• Reorder Point Alerts: Never run out of essential parts
• Supplier Management: Track vendor relationships
• Cost Tracking: Monitor parts expenses
• Equipment Allocation: Assign to service calls

MAINTENANCE & WARRANTY

• Service Ticket Management: Handle customer requests
• Maintenance Scheduling: Plan routine servicing
• Warranty Tracking: Monitor coverage periods
• Customer Communication: Log all interactions
• Performance Monitoring: Track system efficiency

WHO THIS IS FOR:

• HVAC Companies
• Heating & Cooling Contractors
• Service Managers
• Installation Teams
• Maintenance Coordinators
• Operations Managers
• Customer Service Teams

KEY BENEFITS:

• Save hours on system setup
• Reduce project delays
• Improve materials management
• Enhance client satisfaction
• Streamline operations
• Increase team efficiency

INSTANT OPERATIONAL ADVANTAGES:

• Ready-to-use tender workflows
• Pre-built project templates
• Professional inventory system
• Automated status updates

BONUS FEATURES:

• Marketing campaign tracking
• Project calendar management
• Client satisfaction monitoring
• Multiple view options
• Custom form builders

PERFORMANCE TRACKING:

• Tender pipeline metrics
• Project profitability analytics

COMPATIBILITY: Works with all ClickUp plans INSTALLATION: One-click import into your ClickUp workspace

Recommended Pricing:

• Basic Template: £97
• Premium Template (includes training videos): £197
• Enterprise Template (includes consultation): £497

NO REFUND POLICY: Due to the digital nature of this product, we do not offer refunds. Please ensure ClickUp is your chosen platform before purchasing.

PLEASE NOTE: This is a ClickUp space template only. A ClickUp subscription (free or paid) is required to use this template.

Transform your business today with a professional-grade management system. Start delivering exceptional builds immediately!