One system for MEP and HVAC, from estimate to compliance
Estimation, job costing, progress billing, subcontractor management, field work orders, maintenance contracts and EU F-gas refrigerant compliance — unified in Odoo so contractors stop re-keying data between five disconnected tools.
The problem
MEP and HVAC contractors run project-based delivery and recurring field service side by side, but stitch together a separate CRM, a spreadsheet estimator, a job-costing tool, a service scheduler and manual paperwork to do it. Cost overruns surface too late, retention balances live in spreadsheets, and EU F-gas refrigerant recordkeeping is handled by hand.
The solution
One Odoo-native app that carries a job from MEP/HVAC estimate and BOQ through an automatically created project, IPC progress billing, retention and change orders, into dispatched field work orders with photo and signature capture, preventive maintenance contracts, and automated F-gas leak-check scheduling and annual reporting.
Everything a contracting team needs
Every capability below is implemented in the module.
MEP/HVAC Estimation & BOQ
Build defensible bids with itemized material, labor, subcontractor and equipment cost lines, backed by a bill of quantities, then convert straight into a quotation.
Automatic Project Creation
A project is created and pre-populated with phases the moment a quotation is confirmed — no manual handoff step between sales and delivery.
Job Costing & Budget Variance
Material, labor, equipment and subcontractor cost tracked per project and phase, with budget variance surfaced before margin is lost.
IPC Billing & Retention
Generate Interim Payment Certificates from completed phases, with retention holdback accrual and a scheduled release process built in.
Change Orders
Track scope changes with their cost and schedule impact, so nothing gets delivered — or billed — without a paper trail.
Subcontractor Management
Assign, evaluate and track subcontractor performance, with subcontract orders and retention-adjusted payment tracking per contractor.
Digital Field Work Orders
Standardized checklists per job type, on-site photo capture and customer signature — replacing paper completion records with a PDF handoff.
F-gas Refrigerant Compliance
Refrigerant circuits, automatic CO2-equivalent calculation, threshold-based leak-check scheduling, cylinder custody tracking and a one-click annual F-gas report.
Maintenance, Requests & Portal
AMC contracts with cron-generated preventive work orders, a website service-request form, and a customer portal for work order visibility.
How it works
Estimate & Quote
Build an itemized MEP/HVAC estimate with BOQ, then send an e-signature-ready quotation to the customer.
Confirm & Plan
Confirming the order auto-creates the project with phases, ready for job costing and scheduling.
Deliver & Bill
Dispatch field work orders, track change orders, and bill progress through IPCs with retention held back.
Service & Comply
Run maintenance contracts, track refrigerant circuits, and generate the annual F-gas compliance report on demand.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It builds on top of Odoo Sales, Project, Purchase and Accounting, adding the MEP/HVAC-specific layer — estimation, BOQ, IPC, retention, subcontractor management, work orders and F-gas compliance — that those standard apps do not cover on their own.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
MEP & HVAC Contracting Management
Estimation and BOQ, automatic project creation, job costing, IPC billing with retention, change orders, subcontractors and digital work orders — with EU F-gas refrigerant compliance built in.
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