Running an HVAC business with Odoo
How do I set up a sales pipeline for my HVAC business in Odoo?
Set up an Odoo CRM pipeline, rename a standard stage and save a customer enquiry using native controls.
Alex needs a pipeline that distinguishes a new request, qualified work and a quotation being prepared. This example reuses the standard stages and gives Proposition the clearer business label Quotation.
Alex Rivera and Demo Air HVAC are fictional training examples. Prices, dates, quantities and business situations in this guide are illustrative.
Before you begin
Tested in stock Odoo 20.0-20260926 Community as the demo owner administrator, with official modules and standard configuration. Complete the customer/address lesson. The initial stages are New, Qualified, Proposition and Won. The demo has one Sales team. Its stages are shared; review the effect on other teams before renaming a shared stage.
Step-by-step workflow
Step 1. Review the pipeline
Open the app menu and choose CRM. Review the New, Qualified, Proposition and Won columns. The default My Opportunities filter shows the current user's enquiries; it is not a complete company duplicate check.
Step 2. Open the stage editor
Move the pointer over the Proposition column header. Its settings/menu button becomes visible. Open that button and choose Edit.
Step 3. Name the quotation stage
In Stage Name, enter Quotation. Leave Is Won Stage? unchecked and Fold by Default? unchanged. In Requirements, enter: Reviewed quotation prepared for the customer. Acceptance and technician scheduling are separate decisions.
Step 4. Save the stage
Click Save in the dialog. Confirm the column now reads Quotation. This native editor did not expose a Sales Teams selector; the existing shared scope was retained. Requirements are business guidance, not demonstrated enforcement.
Step 5. Create the training enquiry
Click New on the pipeline. Enter Demo Service Enquiry H16 in Opportunity's Name and select existing Demo Property H08 in Contact. Leave email/phone blank and expected revenue at the clearly illustrative zero. Click Add.
Step 6. Review responsibility
Open the new card. Check Contact, Salesperson and the current stage. The demo saved customer Demo Property H08 and salesperson Demo Air Owner.
Step 7. Test the stage control
For the synthetic transition check, select Qualified, then Quotation, then return to Qualified, saving manually when the save icon appears. Reopen the enquiry to confirm the final stage. A manually selected stage does not prove that a quotation exists or a visit is booked.
Check the result
The demo retained four stages; existing stage 3 was renamed Quotation with its guidance, sequence and shared scope retained. One new enquiry, record 3, uses customer 7 and owner 2 and reopens in Qualified. The two earlier H03 enquiries remain in New. No new customer, sales order or accounting move was created.
If your screen differs
Hover over the column header to reveal its menu. Check My Opportunities and your role if a card is missing. Requirements did not block the synthetic transition into Quotation before a quotation existed; the office must still review business readiness. Other-role and multiple-team behavior were not tested.
Frequently asked questions
How do I rename a stage in an Odoo CRM pipeline?
Hover over its column header, open the stage menu and choose Edit. Change Stage Name, save and check the pipeline. Review shared-stage scope first.Should HVAC repairs and replacements use different CRM pipelines?
This example uses one pipeline and records the service need in the enquiry. Separate teams and team-specific stages require their own configuration and access review.Does moving an Odoo opportunity schedule a technician?
The tested transitions changed CRM progress only. No appointment, technician assignment or sales order was created.Continue building the business
Qualify the service enquiry, then schedule its follow-up.
Talk to an Odoo partner
Bring your current process and the result you need to Onward to plan your Odoo workflow. Talk to an Odoo partner.