OwnDesk HVAC
$ 49.00
HVAC business software for a small heating and air company: estimates from your own price book, a takeoff that adds install labor, a dispatch board, job costing, maintenance agreements, installed equipment records and invoicing in one offline file. No subscription, no account.
- 14-day money-back guarantee. Email me and you get a refund, no questions.
- Download appears on screen the moment payment clears, and by email.
- Written and supported by Adrián. Replies come from me, usually within a working day.
- Also sold on Etsy since 2026, with independently moderated reviews.
Description
What it does
Estimate from your price book, with a takeoff that counts the labor
Set your service calls, equipment, refrigerant, duct and parts once, each with a cost, a sell price and the hours one unit takes to install. Add them to an estimate in one pick, with the markup that gets you to your sell price. The takeoff turns 35 ft of line set, 4 lb of refrigerant and 40 ft of trunk duct, plus a waste allowance, into the quantity to order, rounded up, and adds one labor line at your own cost and billing rate.
A dispatch board for your technicians
One row per tech, one column per day, one card per job with its arrival window. Urgent and emergency calls are colored, so a no-cooling call stands out, unassigned jobs are called out, and the + in an empty cell books a job straight into that slot. An accepted estimate becomes a job in one click, with its price and cost budget.
Maintenance agreements and the equipment you already look after
Spring and fall tune-ups, priority plans and filter programs, each with a price, visits per year, next visit and renewal date. Every customer can carry the units at their site: model, serial number, refrigerant, where it sits, install date and warranty end. A warranty about to expire shows up on your attention list, which is a good time to offer an agreement.
Real margin, backlog and average ticket
Job price plus approved change orders, minus equipment, parts and technician hours at their rate. It is calculated from the records you already entered, so it cannot go stale. The dashboard adds the numbers an HVAC contractor steers by: jobs today, backlog still to bill, average service ticket, revenue per labor hour, estimate close rate, callback rate, gross margin and agreement revenue.
What you get
- One HTML file that opens in your browser, with a sample HVAC company already loaded so every screen can be seen full
- Twenty-six modules: dashboard, dispatch board, calendar, reports, leads, estimates, price book, customers, installed equipment, maintenance agreements, jobs, field reports, tasks, change orders, callbacks, permits, safety, technicians, subcontractors, suppliers, tools and vehicles, parts and stock, invoices, purchase orders, expenses and timesheets
- Printable estimates, invoices, change orders, field reports and callback sheets on your own letterhead, CSV export of every list, JSON backup and restore, and an optional automatic backup file
- English and Spanish in the same file, ten currencies, and light and dark themes
- A quick-start guide included in the download