Tell us about your business and we will show you how ERPLAX fits your HVAC workflow.
Introduction
One platform for your entire HVAC workflow
HVAC businesses handle multiple operations at the same time. New enquiries need quick quotations. Installation teams need proper project planning. Service calls must be assigned on time. AMC contracts need renewal tracking. Spare parts must be available when technicians visit the site. Billing and job costing should be accurate.
Managing all this through spreadsheets, WhatsApp messages or disconnected software can lead to delays, missed service schedules, billing errors and poor customer experience.
ERPLAX HVAC ERP Software brings your complete HVAC workflow into one centralized platform. From sales and quotation to installation, preventive maintenance, service ticketing, inventory, purchase, finance and reports, everything is managed in a single ERP system.
The Challenge
Why HVAC Companies Need ERP Software
HVAC companies usually deal with both project-based and service-based operations. Without a proper ERP system, teams may face:
Delayed service call assignment
Missed AMC renewal dates
No clear visibility of technician availability
Manual tracking of compressors, ducts, filters, chillers and spare parts
Difficulty in calculating actual job cost
Mismatch between estimated and consumed materials
Slow billing and payment follow-up
Poor coordination between sales, service, stores and accounts
Lack of real-time project profitability reports
ERPLAX solves these challenges by connecting every department and every workflow under one ERP platform.
The Solution
ERPLAX HVAC ERP Software
ERPLAX is designed to support the practical needs of HVAC businesses. Whether you manage residential AC installation, commercial HVAC projects, industrial cooling systems, ducting work, chiller plants, MEP contracts or AMC-based service operations, ERPLAX can be customized to match your workflow.
With ERPLAX, your team can track:
Customer enquiriesSite visitsQuotations and approvalsBOQ and estimationInstallation progressAMC contractsService ticketsTechnician schedulesSpare parts usageInventory across warehouse and service vansPurchase requests and vendor ordersInvoices and paymentsProject-wise profit and lossReports and dashboards
Capabilities
Key Features of HVAC ERP Software
Fifteen connected modules that cover every stage of your HVAC operation — from the first enquiry to project profitability.
FEATURE 01
Lead & Enquiry Management
Capture HVAC enquiries from website forms, calls, WhatsApp, campaigns or direct walk-ins. Assign leads to sales teams, track follow-ups, schedule site visits and convert approved enquiries into quotations or projects.
Includes
Lead capture
Customer database
Follow-up reminders
Site visit scheduling
Sales pipeline tracking
Lead-to-quotation conversion
FEATURE 02
Quotation & Estimation Management
Create professional HVAC quotations with product details, installation charges, spare parts, service scope, AMC packages, taxes and discounts.
Includes
Product-wise quotation
Service quotation
AMC quotation
BOQ-based estimation
Revision history
Approval workflow
PDF quotation sharing
FEATURE 03
BOQ & Material Planning
Prepare Bill of Quantities for HVAC installation and MEP projects. Track planned material, issued material and actual consumption for each job.
Includes
BOQ creation
Material requirement planning
Estimated vs actual consumption
Site-wise material issue
Variation tracking
Project cost control
FEATURE 04
HVAC Project & Installation Management
Track every HVAC project from approval to handover. Manage project stages, installation teams, site progress, deadlines and pending work.
Includes
Project creation
Task assignment
Installation checklist
Daily progress updates
Site photos and attachments
Milestone tracking
Project status dashboard
FEATURE 05
AMC Contract Management
Manage Annual Maintenance Contracts with start dates, end dates, service frequency, visit schedules, renewal reminders and contract value.
Includes
AMC contract creation
Preventive service schedule
Customer-wise AMC history
Auto reminders for due services
Renewal alerts
AMC billing
Contract profitability reports
FEATURE 06
Service Ticket Management
Create, assign and track service complaints in real time. Your support team can log service requests and assign them to available technicians.
Includes
Complaint registration
Ticket priority
Technician assignment
Service status tracking
Customer communication
Service closure report
Escalation tracking
FEATURE 07
Technician & Field Service Management
Help field technicians work faster with mobile-friendly job updates. Technicians can check assigned jobs, update service status, upload photos and submit completion notes.
Includes
Technician schedule
Job assignment
Mobile updates
Before and after photos
Customer signature capture
Service checklist
Work completion report
FEATURE 08
Preventive Maintenance Scheduling
Avoid equipment breakdowns with scheduled preventive maintenance. ERPLAX can generate service reminders based on AMC frequency, machine type or customer agreement.
Includes
Monthly, quarterly and yearly schedules
Upcoming service alerts
Equipment-wise service history
Maintenance checklist
Missed service reports
Technician reminders
FEATURE 09
Equipment & Asset Tracking
Track HVAC equipment installed at customer locations. Maintain full service history, warranty information and component replacement details.
Includes
Equipment master
Serial number tracking
Installation date
Warranty period
Service history
Replacement history
Customer asset register
FEATURE 10
Spare Parts & Inventory Management
Manage HVAC spare parts such as compressors, filters, motors, coils, sensors, ducts, pipes, insulation material, copper tubes and other consumables.
Includes
Warehouse stock
Van stock
Minimum stock alerts
Barcode or QR tracking
Stock transfer
Material issue and return
Spare part consumption report
FEATURE 11
Purchase & Vendor Management
Control procurement with purchase requests, vendor comparison, purchase orders, goods receipt and supplier payment tracking.
Includes
Purchase requisition
Vendor quotation
Purchase order
Goods receipt note
Supplier database
Pending purchase reports
Vendor payment tracking
FEATURE 12
Billing, GST & Accounts
Generate invoices for installation, AMC, service visits, spare parts, rentals and project milestones. Track payments, outstanding dues and financial reports.
Includes
GST invoices
Service invoices
AMC invoices
Project billing
Payment receipts
Outstanding reports
Expense tracking
Accounts integration
FEATURE 13
Job Costing & Profitability
Know the actual profit of every HVAC job or project. Compare estimated cost with actual material, labour, service and overhead expenses.
Includes
Estimated cost
Actual material cost
Technician cost
Purchase cost
Expense allocation
Project-wise profit and loss
AMC profitability report
FEATURE 14
Rental Equipment Management
For companies renting HVAC units, chillers, tools or equipment, ERPLAX can track rental dispatch, return, billing cycle and contract status.
Includes
Rental asset register
Dispatch and return tracking
Rental billing
Damage tracking
Contract renewal
Availability report
FEATURE 15
Reports & Dashboards
Get real-time visibility into sales, service, AMC, inventory, billing and profitability.
Includes
Service ticket dashboard
Technician performance report
AMC due report
Inventory stock report
Project profitability report
Pending payment report
Lead conversion report
Customer service history report
Profitability At A Glance
See estimated vs actual cost on every job
ERPLAX compares your planned budget with what was actually consumed across material, labour, purchase and overheads — so true project profit is never a guess.
Illustrative view — every category is tracked per project, per AMC and per service visit.
All Connected
Core HVAC ERP Modules
Every module shares the same data, so sales, service, stores and accounts always work from a single source of truth.
Sales & CRM
Quotation & Estimation
BOQ Management
Project Management
AMC Management
Service Ticketing
Field Technician Management
Inventory & Spare Parts
Purchase & Vendor Management
Asset & Equipment Tracking
Rental Management
Billing & Finance
HRM & Attendance
Reports & Analytics
Workflow Automation
Customer Support
Outcomes
Benefits of ERPLAX HVAC ERP Software
Better control over HVAC installation and service operations
Faster response to customer complaints
Timely AMC service scheduling and renewal follow-up
Reduced manual work and duplicate data entry
Accurate inventory and spare parts tracking
Better technician productivity
Improved billing speed and payment follow-up
Clear visibility of job cost and profitability
Better coordination between sales, service, stores and accounts
Real-time business reports for better decisions
Built For Your Industry
Suitable For
ERPLAX HVAC ERP Software is suitable for:
HVAC contractors
MEP companies
Air conditioning service providers
Industrial cooling system companies
Facility management companies
Chiller plant maintenance companies
Commercial AC installation companies
Ducting and ventilation contractors
AMC-based service companies
HVAC rental businesses
The Workflow
How ERPLAX Works for HVAC Businesses
A single, connected flow from the first enquiry to project-wise profitability.
1
Enquiry to Quotation
Capture enquiries, schedule site visits, prepare estimates and send quotations for approval.
2
Quotation to Project
Convert approved quotations into HVAC installation projects with BOQ, material planning and task assignment.
3
Project to Execution
Track site progress, assign teams, issue materials and monitor installation work in real time.
4
Service & AMC Management
Create AMC contracts, schedule preventive maintenance and track service tickets from assignment to closure.
5
Billing & Reporting
Generate invoices, track payments and view project-wise profitability from one dashboard.
Why ERPLAX
Why Choose ERPLAX for HVAC ERP?
ERPLAX is not just ready-made software. It is a customizable ERP platform built to match your business process. Your HVAC workflow may be different from another company, so your ERP should also work according to your process.
What Makes ERPLAX Better
Customizable modules
Industry-specific workflow setup
Cloud or on-premise deployment
Role-based access control
Mobile-friendly access
Real-time dashboards
Third-party integrations
Data migration support
Training and post-launch support
Scalable for small, medium and growing businesses
ERPLAX already supports a wide range of ERP modules and industries, including sales, CRM, inventory, accounts, HRM, purchase, POS, projects, e-commerce, automation and support workflows.
Get Started
Ready to Streamline Your HVAC Business?
Manage installation, AMC, service calls, inventory, technicians, billing and reports with one powerful HVAC ERP system.
HVAC ERP software is a business management system that helps HVAC companies manage enquiries, quotations, installation projects, service calls, AMC contracts, technicians, spare parts, billing and reports from one platform.
Can ERPLAX manage AMC contracts?
Yes. ERPLAX can manage AMC contract details, service schedules, preventive maintenance reminders, renewal alerts, customer history and AMC billing.
Can technicians update service status from the field?
Yes. Technicians can update job status, add service notes, upload photos and submit completion details from mobile-friendly screens.
Does ERPLAX support HVAC inventory management?
Yes. ERPLAX helps track spare parts, warehouse stock, van stock, stock transfers, material issue, returns and minimum stock alerts.
Can ERPLAX track project profitability?
Yes. ERPLAX can compare estimated cost with actual material, labour, purchase and expense costs to show project-wise profitability.
Is ERPLAX suitable for MEP companies?
Yes. ERPLAX can be customized for HVAC contractors, MEP companies, facility management firms and industrial cooling service providers.
Can ERPLAX generate GST invoices?
Yes. ERPLAX can generate GST invoices for installation, AMC, service calls, spare parts, rentals and project billing.
Can ERPLAX be customized for our workflow?
Yes. ERPLAX can be customized based on your process, approval flow, user roles, reports, forms and department-wise requirements.