How do I run an HVAC business with Odoo 20?

Build Demo Air HVAC one business workflow at a time.

Follow Alex Rivera, the fictional owner of Demo Air HVAC, as he sets up and runs his company. Start with the first lesson or choose the business stage you need.

By Nelson Milian, Odoo Expert & Agentic AI Developer. Published Odoo procedures are tested in Odoo 20 Community using standard configuration. Each published lesson includes written steps and highlighted screenshots. Some lessons also include a captioned walkthrough.

Lessons marked Coming later are planned and have no article link yet.

Illustrated HVAC workflow showing a service van, equipment and the stages of winning work, delivering jobs and getting paid.
AI-generated illustration of the fictional Demo Air HVAC business.

Stage 1

Alex starts Demo Air HVAC

  1. How do I set up my HVAC business in Odoo 20?Read the guide
  2. Which Odoo apps do I need to run an HVAC business?Read the guide
  3. How do I set user access rights in Odoo?Read the guide
  4. How do I create an employee record in Odoo?Read the guide
  5. How do I set up US invoicing in Odoo?Read the guide
  6. How do I set up bank accounts and payment journals in Odoo?Read the guide
  7. How do I add my logo and business details to Odoo quotations and invoices?Read the guide
  8. How do I set payment terms and invoice due dates in Odoo?Read the guide
  9. How do I set up email for Odoo quotations and invoices?Read the guide

Stage 2

The first customer needs service

  1. How do I add a customer with different billing and service addresses in Odoo?Read the guide
  2. How do I create HVAC service-call and labor products in Odoo?Read the guide
  3. How do I add suppliers and purchase terms in Odoo?Read the guide
  4. How do I import HVAC parts and equipment into Odoo?Read the guide
  5. How do I set up warehouse and service-van stock locations in Odoo?Read the guide
  6. How do I set up a sales pipeline for my HVAC business in Odoo?Read the guide
  7. How do I qualify a service enquiry in Odoo CRM?Read the guide
  8. How do I schedule and complete follow-up activities in Odoo?Read the guide

Stage 3

Alex wins and prepares the first job

  1. How do I create an HVAC service quotation in Odoo?Read the guide
  2. How can customers view and accept an Odoo quotation online?Read the guide
  3. How do I mark an opportunity as won or lost in Odoo?Read the guide
  4. How do I create a purchase order for job materials in Odoo?Read the guide
  5. How do I receive a partial supplier delivery in Odoo?Read the guide
  6. How do I reserve and deliver parts for a customer job in Odoo?Read the guide

Stage 4

Alex completes the service visit

  1. How do I manage HVAC service jobs with Odoo Project?Read the guide
  2. How do I create a job task automatically from an Odoo sales order?Read the guide
  3. How do I assign a technician and deadline to an Odoo task?Read the guide
  4. How do I add job instructions and completion photos in Odoo?Read the guide
  5. How do I record technician time on an Odoo job?Read the guide
  6. How do I record materials used and returned on an Odoo job?Read the guide
  7. How do I close an Odoo job and prepare it for invoicing?Read the guide

Stage 5

The first job is invoiced and paid

  1. How do I invoice job time and materials in Odoo?Read the guide
  2. How do I record full or partial customer payments in Odoo?Read the guide
  3. Can I accept online invoice payments in Odoo?Read the guide

Stage 6

Alex opens a shop and office

  1. What technology do I need to open an HVAC shop and office?Coming later
  2. How do I set up internet and Wi-Fi for an HVAC shop?Coming later
  3. How do I set up business phones for my HVAC office and field team?Coming later
  4. Which computers and tablets does my HVAC business need?Coming later
  5. How do I set up business email and shared files for my HVAC company?Coming later
  6. How do I protect my HVAC business accounts and devices?Coming later
  7. How do I back up my HVAC business files and email?Coming later
  8. Do I need managed IT support for my HVAC business?Coming later

Stage 7

The office handles more customers

  1. How do I import customer contacts into Odoo?Read the guide
  2. How do I send website enquiries into Odoo CRM?Read the guide
  3. How do I track where my Odoo CRM leads come from?Read the guide
  4. How do I create a reusable quotation template in Odoo?Read the guide
  5. How do I give customers access to their own Odoo portal records?Read the guide
  6. How do I create equipment size variants in Odoo?Read the guide
  7. How do I set different customer prices in Odoo?Read the guide

Stage 8

Purchasing and stock control

  1. How do I require manager approval for purchase orders in Odoo?Read the guide
  2. How do I track equipment serial numbers in Odoo?Read the guide
  3. How do I transfer parts from a warehouse to a service van in Odoo?Read the guide
  4. How do I automate parts replenishment in Odoo?Read the guide
  5. How do I count van stock and make an inventory adjustment in Odoo?Read the guide
  6. How do I return a faulty part to a supplier in Odoo?Read the guide
  7. How do I check stock availability and replenishment needs in Odoo?Read the guide

Stage 9

Equipment installation

  1. How do I record an HVAC site assessment in Odoo?Read the guide
  2. How do I quote replacement equipment and optional upgrades in Odoo?Read the guide
  3. How do I invoice a deposit and deduct it from the final invoice in Odoo?Read the guide
  4. How do I buy special-order equipment for a customer job in Odoo?Read the guide
  5. How do I manage an HVAC installation project in Odoo?Read the guide
  6. How do I purchase subcontractor services for an Odoo job?Read the guide
  7. How do I record an agreed change to an Odoo sales order?Read the guide
  8. How do I invoice an installation milestone in Odoo?Read the guide

Stage 10

Repairs and payment exceptions

  1. How do I create a workshop repair order in Odoo?Coming later
  2. How do I issue a credit note and record a refund in Odoo?Coming later
  3. Can Odoo send reminders for overdue invoices?Coming later
  4. How do I match a supplier bill to its purchase order in Odoo?Read the guide
  5. How do I record a supplier payment in Odoo?Read the guide
  6. What can I do for bank reconciliation in Odoo?Coming later
  7. How do I submit and approve employee expenses in Odoo?Coming later

Stage 11

Regular maintenance

  1. How do I sell an HVAC maintenance agreement in Odoo?Coming later
  2. How do I schedule recurring HVAC maintenance visits in Odoo?Coming later
  3. How do I automate recurring invoices in Odoo?Coming later
  4. How do I track maintenance-agreement renewals in Odoo?Coming later

Stage 12

People, vans and tools

  1. How do I record technician skills in Odoo?Coming later
  2. How do I request and approve time off in Odoo?Coming later
  3. How do I export Odoo timesheets for a payroll provider?Coming later
  4. How do I track service vans and vehicle costs in Odoo?Coming later
  5. How do I schedule maintenance for company tools in Odoo?Coming later

Stage 13

Reports and system recovery

  1. How do I track HVAC job costs in Odoo?Coming later
  2. How do I review sales results in Odoo CRM?Coming later
  3. How do I set up a no-code reminder rule in Odoo?Coming later
  4. How do I export Odoo business records to a spreadsheet?Coming later
  5. How do I back up and restore an Odoo database?Coming later

Need help setting up Odoo for your HVAC business?

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