Category
HVAC Project Excel Templates
Track milestones, submittals, procurement, changes, startup and closeout for installation and replacement work.
1 published template
Keep project commitments and evidence traceable
A project schedule aligns milestones and owners; a submittal log tracks review status; a change-order register separates proposed and approved work; a punch list follows verification and closeout. The workbook does not establish contract rights, code compliance or engineering approval.
How should project and service work be separated?
Use project sheets for planned scope, milestones, procurement and closeout. Keep reactive calls and recurring maintenance in Service or Dispatch so completion criteria and ownership stay clear.