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Installs and servicing — built on the Construction core template and adapted to how your hvac actually operates. Run your store with stock, sales and the team working from one workspace built for how construction operates.
An HVAC business manages the full lifecycle of heating, ventilation and air conditioning systems — from installation quoting and commissioning through preventive maintenance contracts and breakdown response. The businesses that generate consistent recurring revenue are the ones that have systemised their maintenance programme and retain the full service history of every asset they've installed.
Technicians are attending preventive maintenance visits, breakdowns and commissioning jobs from a schedule that's built in a spreadsheet and distributed by email. Customer asset records — what unit is installed, what refrigerant type, last service date and filter replacement history — live in a paper file or in the individual technician's knowledge. When a maintenance contract renewal comes up, nobody reminds the client proactively.
These are the capabilities configured for this template. Start with them, then adjust to your process — nothing invented, only what a hvac actually uses.
Keep the team organized and shifts covered.
Hire the people you need without losing track of candidates.
Contacts & CRM keeps the operational detail in one place.
Products/Services keeps the operational detail in one place.
Start from the Construction core (shared capabilities, terminology, workflows) then configure for hvac: fields, approvals and reports specific to your operation. ConfigBiz gives you full control to create the exact workflows and reports you need in your hvac business and the way your team prefers since.
One workspace, your way
Starts from the Construction core — shared capabilities, terminology and workflows — then configures for hvac: specific fields, approval steps and reports. You describe your actual operation and LearnBiz AI proposes the precise setup, so the system mirrors how you already work and grows as you evolve.
Suppliers keeps the operational detail in one place.
Run day-to-day work without things slipping.
