HVAC Management Pro - Dolibarr

HVAC Management Pro

Complete HVAC / Air-Conditioning Management Platform for Dolibarr ERP & CRM

Editor: DoliResources  —  https://www.doliresources.com
Version 1.0  •  Dolibarr v16 → v23+  •  PHP 8+  •  Multi-entity / Multi-company / SaaS-ready
Languages: French, English, Italian, German, Spanish

1. Overview

HVAC Management Pro transforms Dolibarr into a complete, end-to-end business platform dedicated to air-conditioning, refrigeration, ventilation and heating companies (climatisation, froid industriel, génie climatique). From the first commercial contact to after-sales service, the module unifies the commercial, technical, financial and maintenance activities of an HVAC company inside a single ERP — with no need for third-party software.

The solution covers the full HVAC business cycle: a specialised CRM with a technical sales pipeline, technical studies and integrated thermal calculations, HVAC quotes, climate projects, worksites, installations (Split, Multi-Split, VRV/VRF, Rooftop, AHU/CTA, cold rooms, heat pumps), an installed base, manufacturer & installation warranties, Bronze/Silver/Gold/Premium maintenance contracts, after-sales (SAV) interventions, preventive & curative maintenance, technical teams and technicians — all enriching native Dolibarr objects (third parties, products, stock, projects, quotes, orders, invoices, payments).

Key figures

·       17 dedicated business objects + executive dashboard + reporting engine

·       HVAC Operations Center supervision dashboard with live KPIs and charts

·       Integrated thermal calculators (cooling load, heating load, air flow, equipment sizing)

·       5 languages (FR / EN / IT / DE / ES), multi-entity and SaaS-ready

·       Granular permission profiles for 9 HVAC roles

·       One-click demonstration dataset (100 customers, 200 equipment, 50 contracts, and more)

2. HVAC Operations Center — Supervision Dashboard

The home dashboard is designed as a technical supervision center. A top operations grid shows the live pulse of the company: active worksites, installations in progress, active maintenance contracts, open SAV interventions, equipment under warranty, available technicians, monthly revenue and the after-sales resolution rate. Each tile links directly to the underlying list.

Below the operations grid, four KPI zones (Commercial, Worksites, Maintenance & Finance) and a sales-pipeline preview give managers an instant read on performance, complemented by interactive charts: installations trend, equipment breakdown, interventions by type and contracts by level.

3. HVAC CRM & Sales Pipeline

A specialised CRM drives the commercial activity. Prospects move through an HVAC-specific, drag-and-drop Kanban pipeline: Prospect → Technical visit → Study → Quote → Negotiation → Signature → Installation. Every prospect keeps a full history of activities (calls, emails, visits, notes) and can be linked to a native Dolibarr third party.

Prospect records expose a 360° cockpit with the commercial context and a 'linked records' panel to create native Dolibarr quotes, orders and invoices directly from the prospect.

4. Technical Studies & Thermal Calculators

Technical studies cover the four HVAC families — cooling (climatisation), ventilation, heating and industrial refrigeration — capturing surfaces, volumes, thermal loads, air flow and the recommended power. Studies feed the projects and quotes downstream.

An integrated, evolutive thermal-calculation module provides four built-in calculators: cooling load, heating load, air flow and equipment selection. Each calculator instantly proposes a sizing and a recommended equipment family (Split, Multi-Split, VRV/VRF, Rooftop, CTA…). The architecture is pluggable so new calculation engines can be added.

5. Climate Projects & Worksites

Each climate project gathers the customer, the site, the installation type, the budget and the project manager, and tracks progress across study, supply, installation and commissioning phases. Worksites (chantiers) manage planning, team & equipment assignment, progress, budget consumption and delays.

A consolidated planning view shows upcoming interventions, worksites and preventive maintenance.

6. Installations, Equipment & Installed Base

Installations describe every deployed HVAC system (Split, Multi-Split, VRV/VRF, Rooftop, AHU/CTA, cold rooms, heat pumps) with capacity, indoor/outdoor units, brand, treated surface, commissioning date and warranty. HVAC equipment is linked to native Dolibarr products and stock.

The installed-base & monitoring center provides a real-time view of deployed equipment and is ready to connect IoT gateways and predictive maintenance (Daikin, Mitsubishi, Carrier, Trane, LG, Schneider).

7. Warranties

Manufacturer and installation warranties are tracked per equipment / installation, with type, manufacturer, serial number, start and end dates, duration and coverage. Warranties feed the 'equipment under warranty' KPI and a dedicated report by expiry.

8. Maintenance Contracts, After-Sales (SAV) & Maintenance

Maintenance contracts are organised in four service levels — Bronze, Silver, Gold and Premium — with annual amount, visit frequency, SLA and renewal terms. After-sales (SAV) interventions follow a clear workflow (creation → assignment → intervention → closing) for troubleshooting, maintenance, inspection and commissioning.

Preventive and curative maintenance is planned (monthly, quarterly, half-yearly, yearly) and tracked with technician, team, cost, findings and next due date.

9. Technical Teams, Technicians & Client Sites

Technical teams and technicians (frigoristes, electricians, HVAC technicians, site managers) are managed with specialties, skills, fluid-handling certifications, availability and productivity. Client sites support multi-site customers, with building type, surface, volume, floors and zones.

10. Reporting & Exports

A complete reporting hub delivers commercial, technical, maintenance, financial and HR reports — prospects by source, conversion rate, warranties, installations by type, interventions, maintenance, revenue, profitability, team workload and more. Every report can be exported to CSV, Excel and PDF, or printed.

11. Automation Engine & Native Dolibarr Integration

A cron-driven automation engine applies IF/THEN business rules: prospect auto-assignment, prospect→customer conversion, quote→project, project→worksite, contract→maintenance planning, warranty alerts and Email / WhatsApp notifications.

The module is deeply integrated with native Dolibarr: third parties, contacts, products, stock, warehouses, projects, agenda, quotes, orders, invoices, payments and bank. The invoicing hub links HVAC projects to native deposits, progress billing and final balances.

12. Setup, Permissions & Demonstration Data

The setup page installs (or removes) a realistic demonstration dataset in one click: 100 customers, 200 HVAC equipment, 50 maintenance contracts, 100 SAV interventions, 20 technicians, 30 worksites, 50 climate projects, plus prospects, studies, audits, installations, warranties, client sites, maintenance, monitoring and native quotes & invoices.

Permission profiles

·       Director, Technical Manager, Project Manager, Site Manager

·       Technician, After-sales (SAV), Sales, Accountant, Administrator

·       Granular read / create-modify / delete rights per functional group

13. Technical Specifications

Business objects (17) + dashboard & reporting tables

·       Prospect (CRM hub), Activity, Technical study, Audit

·       Climate project, Installation, Client site, Worksite

·       Equipment, Warranty, Maintenance contract

·       SAV intervention, Maintenance, Technical team, Technician

·       Installed-base monitoring, Automation rule

Planned evolutions

·       IoT HVAC & real-time monitoring

·       AI predictive maintenance & automatic fault diagnosis

·       Technician & customer mobile applications

·       BIM Viewer & advanced energy management

·       Manufacturer connectors: Daikin, Mitsubishi Electric, Carrier, Trane, LG HVAC, Schneider Electric

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