Your ERP for the HVAC trades
Heating, ventilation, air conditioning: your interventions, your maintenance contracts, and your client equipment inventory in a single tool, Odoo. No double entry between the office and the field.
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What remains in the truck never makes it back to the office
A technician goes on a repair without the history of the breakdown, and redoes the diagnosis that his colleague already did three months ago. A part is ordered twice because no one knows what is left in the vehicles. A contractual preventive visit falls through, and the client discovers it at the time of the breakdown.
None of these incidents are costly in isolation. Added up over a year, they represent a significant portion of the margin of a climate engineering company, and they explain most of the disputes at the end of the contract.
The problem is almost never the lack of tools. It's that they don't communicate: a quoting software, a planning spreadsheet, a paper notebook for fluids, and accounting with the accountant.
Three things that an HVAC ERP must know how to
From the cooling group to multi-split, all your documented client fleet
In HVAC, the client is not the management unit. The equipment is. It triggers the visit, carries the warranty, has a history of failures, and is a maintenance contract.
Odoo allows you to keep this fleet up to date equipment by equipment, with for each:
When a technician arrives on site, he opens the file on his phone and sees what his colleague did last time. This is the difference between a twenty-minute diagnosis and a one-hour diagnosis.
June and October: absorb the two peaks of the year
An HVAC company does not work at a constant load. The first heat wave triggers air conditioning repairs, and during this time, the fall boiler maintenance visits are already contractually engaged. Therefore, you need to maintain a six-month preventive schedule while keeping capacity for emergencies.
Specifically, in Odoo: recurring visits are automatically generated from contracts, they occupy the default calendar, and repairs are prioritized with the reassignment of movable visits. You immediately see which contractual visit slips past its deadline, which is exactly the point you do not want to discover at the end of the year.
For the detailed operation of the intervention module, we have described it on our page dedicated to intervention management.
Your maintenance contracts, from the package to renewal
A HVAC maintenance contract, is an annual package, a scope of equipment, a frequency of visits, often a commitment to response time, and exclusions. In a spreadsheet, it holds. At thirty contracts, it no longer holds.
Odoo manages the contract like a subscription: automatic recurring billing, reminder of due date before renewal, attachment of generated visits, and especially the calculation of the actual margin per contract. It is this last point that is almost always missing: you know what the contract brings in, rarely what it has cost in hours and parts.
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The solution to your daily challenges
Are you facing difficulties in tracking your equipment across different sites, maintaining clear visibility on current stocks, or efficiently managing your field interventions ?
Do you need to rigorously control the management of your interventions and maintenance ? Are you looking to easily digitize your business with an open-source ERP ?
With Odoo ERP for the HVAC industry, integrate and automate all your processes
Optimize the management of your stocks and interventions. Easily track stock levels, automate replenishments, and manage work orders with just one click.
Odoo or an HVAC business software?
We regularly compare OpenFire, Twimm, Simpleter, and XT-ERP in the selection phase. These are serious tools, designed for the profession. Here’s how we compare these tools with Odoo.
| Need for financial management | HVAC business software | Odoo with an integrator |
|---|---|---|
Fluid compliance ready to use |
Native, it’s the industry sector |
To build |
Accounting and payroll |
To connect or external |
In the same system |
Multi-activity (HVAC + electricity + plumbing) |
Often limited |
Without constraint |
Process customization |
Framed by the publisher |
Open, accessible code |
Mobile offline |
Generally robust |
Generally robust |
Dependency on the publisher |
Strong, data in its cloud |
Low, open source, reversible |
Cost over 5 years |
Subscription per user |
License + integration project |
If your business is exclusively HVAC, you are fewer than ten and fluid compliance is your only software issue, a business tool will cost you less and faster. If you have multiple activities, accounting to integrate, and the intention to structure something other than interventions, Odoo becomes the option that lasts over time.
Odoo integrator for over 450 ambitious companies.
Don't just upgrade your ERP, upgrade your way of working
We understand that each HVAC company has its own specificities and tailored needs based on its size and clientele. That's why our services and Odoo ERP integration are customized to meet your particular requirements.
Our team supports you at every step :
Take advantage of the new capabilities of Odoo while minimizing the risks of interruption or data loss. The duration depends on your Odoo environment (SaaS or On-Premise).
We also ensure you a training on the new features, so that your teams are ready to fully leverage their new system.
Let's start your HVAC project together
