{"product_id":"hvac-management-pro-dolibarr","title":"HVAC Management Pro - Dolibarr","description":"\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 30.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #0e6fa8;\"\u003eHVAC Management Pro\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003ci style=\"mso-bidi-font-style: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 13.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #068296;\"\u003eComplete HVAC \/ Air-Conditioning Management Platform for Dolibarr ERP \u0026amp; CRM\u003c\/span\u003e\u003c\/i\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003e \u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 10.5pt; mso-bidi-font-size: 11.0pt; line-height: 115%;\"\u003eEditor: DoliResources\u003cspan style=\"mso-spacerun: yes;\"\u003e  \u003c\/span\u003e—\u003cspan style=\"mso-spacerun: yes;\"\u003e  \u003c\/span\u003ehttps:\/\/www.doliresources.com\u003cbr\u003eVersion 1.0\u003cspan style=\"mso-spacerun: yes;\"\u003e  \u003c\/span\u003e•\u003cspan style=\"mso-spacerun: yes;\"\u003e  \u003c\/span\u003eDolibarr v16 → v23+\u003cspan style=\"mso-spacerun: yes;\"\u003e  \u003c\/span\u003e•\u003cspan style=\"mso-spacerun: yes;\"\u003e  \u003c\/span\u003ePHP 8+\u003cspan style=\"mso-spacerun: yes;\"\u003e  \u003c\/span\u003e•\u003cspan style=\"mso-spacerun: yes;\"\u003e  \u003c\/span\u003eMulti-entity \/ Multi-company \/ SaaS-ready\u003cbr\u003eLanguages: French, English, Italian, German, Spanish\u003cbr style=\"mso-special-character: line-break;\"\u003e\u003c!-- [if !supportLineBreakNewLine]--\u003e\u003cbr style=\"mso-special-character: line-break;\"\u003e\u003c!--[endif]--\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 11.0pt; line-height: 115%; font-family: 'Calibri',sans-serif; mso-fareast-font-family: 'MS Mincho'; mso-fareast-theme-font: minor-fareast; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi; color: #1e293b; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;\"\u003e\u003cbr clear=\"all\" style=\"mso-special-character: line-break; page-break-before: always;\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003e \u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 16.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #024a6f;\"\u003e1. Overview\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eHVAC 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe 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 \u0026amp; installation warranties, Bronze\/Silver\/Gold\/Premium maintenance contracts, after-sales (SAV) interventions, preventive \u0026amp; curative maintenance, technical teams and technicians — all enriching native Dolibarr objects (third parties, products, stock, projects, quotes, orders, invoices, payments).\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 13.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #068296;\"\u003eKey figures\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e17 dedicated business objects + executive dashboard + reporting engine\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eHVAC Operations Center supervision dashboard with live KPIs and charts\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eIntegrated thermal calculators (cooling load, heating load, air flow, equipment sizing)\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e5 languages (FR \/ EN \/ IT \/ DE \/ ES), multi-entity and SaaS-ready\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eGranular permission profiles for 9 HVAC roles\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eOne-click demonstration dataset (100 customers, 200 equipment, 50 contracts, and more)\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 16.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #024a6f;\"\u003e2. HVAC Operations Center — Supervision Dashboard\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eBelow the operations grid, four KPI zones (Commercial, Worksites, Maintenance \u0026amp; 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 16.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #024a6f;\"\u003e3. HVAC CRM \u0026amp; Sales Pipeline\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eA 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eProspect 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 16.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #024a6f;\"\u003e4. Technical Studies \u0026amp; Thermal Calculators\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eTechnical 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eAn 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 16.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #024a6f;\"\u003e5. Climate Projects \u0026amp; Worksites\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eEach 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 \u0026amp; equipment assignment, progress, budget consumption and delays.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eA consolidated planning view shows upcoming interventions, worksites and preventive maintenance.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 16.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #024a6f;\"\u003e6. Installations, Equipment \u0026amp; Installed Base\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eInstallations 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe installed-base \u0026amp; 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).\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 16.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #024a6f;\"\u003e7. Warranties\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eManufacturer 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 16.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #024a6f;\"\u003e8. Maintenance Contracts, After-Sales (SAV) \u0026amp; Maintenance\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eMaintenance 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003ePreventive and curative maintenance is planned (monthly, quarterly, half-yearly, yearly) and tracked with technician, team, cost, findings and next due date.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 16.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #024a6f;\"\u003e9. Technical Teams, Technicians \u0026amp; Client Sites\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eTechnical 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 16.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #024a6f;\"\u003e10. Reporting \u0026amp; Exports\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eA 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 16.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #024a6f;\"\u003e11. Automation Engine \u0026amp; Native Dolibarr Integration\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eA 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 16.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #024a6f;\"\u003e12. Setup, Permissions \u0026amp; Demonstration Data\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe 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 \u0026amp; invoices.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 13.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #068296;\"\u003ePermission profiles\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eDirector, Technical Manager, Project Manager, Site Manager\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eTechnician, After-sales (SAV), Sales, Accountant, Administrator\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eGranular read \/ create-modify \/ delete rights per functional group\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 16.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #024a6f;\"\u003e13. Technical Specifications\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 13.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #068296;\"\u003eBusiness objects (17) + dashboard \u0026amp; reporting tables\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eProspect (CRM hub), Activity, Technical study, Audit\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eClimate project, Installation, Client site, Worksite\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eEquipment, Warranty, Maintenance contract\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eSAV intervention, Maintenance, Technical team, Technician\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eInstalled-base monitoring, Automation rule\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e \u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 13.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #068296;\"\u003ePlanned evolutions\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eIoT HVAC \u0026amp; real-time monitoring\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eAI predictive maintenance \u0026amp; automatic fault diagnosis\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eTechnician \u0026amp; customer mobile applications\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eBIM Viewer \u0026amp; advanced energy management\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"margin-left: 18.0pt; mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003eManufacturer connectors: Daikin, Mitsubishi Electric, Carrier, Trane, LG HVAC, Schneider Electric\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003e \u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\" align=\"center\" style=\"text-align: center;\"\u003e\u003ci style=\"mso-bidi-font-style: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%;\"\u003e© 2026 DoliResources — https:\/\/www.doliresources.com\u003c\/span\u003e\u003c\/i\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e","brand":"Dolibarr Resources","offers":[{"title":"Default Title","offer_id":53699988488510,"sku":null,"price":299.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0986\/4174\/0094\/files\/LogoHVACManagement.png?v=1780876048","url":"https:\/\/doliresources.com\/products\/hvac-management-pro-dolibarr","provider":"DoliResources","version":"1.0","type":"link"}