Dispatch
Coordinate calls, technicians, time windows and job status with focused dispatch spreadsheets. Counts include published workbooks only.
0 published templates →Library index
HVAC spreadsheet categories
Six areas separate dispatch, service, estimating, project delivery, inventory and financial control. Counts include published templates only.
View all published templates →Service
Organize recurring maintenance, service agreements, equipment records and visit follow-up without mixing every workflow into one file.
21 published templates →Estimates
Build and review estimates with visible quantities, labor assumptions, material costs, markup and exclusions before a proposal is issued.
25 published templates →Projects
Track milestones, submittals, procurement, changes, startup and closeout for installation and replacement work.
1 published template →Inventory
Monitor parts, truck stock, tools, purchasing and supplier lead times with clear units, locations and reorder decisions.
0 published templates →Finance
Review job costs, budgets, cash timing, receivables and payables with visible sources and formulas before entering live records.
0 published templates →How adjacent HVAC tasks are separated
Dispatch covers call intake and assignments; Service covers equipment history, recurring visits and agreements. Estimates handles quantities and pricing before work is approved; Projects follows installation scope through closeout. Inventory tracks parts, tools and purchasing, while Finance reviews actual costs, cash timing and open balances.