HVAC Business Profit Tracker Excel for your heating and cooling business — service pricing, jobs, parts inventory, and a monthly P and L dashboard. Know what every install and repair actually costs, what every job…
About this template
HVAC Business Profit Tracker Excel for your heating and cooling business — service pricing, jobs, parts inventory, and a monthly P and L dashboard. Know what every install and repair actually costs, what every job actually made, and which part is about to run out. Built for HVAC owners, technicians, and small heating and cooling companies who need to know, job by job and service by service, whether the price covers the parts, the labor, and the truck — without accounting software. If a tune-up barely covers the truck roll, or a control board is about to run out, this workbook shows it before the next job.
$39
Excel & Google Sheets template — instant download on Etsy
Services and Pricing — labor hours, parts cost, labor cost at 85 per hour, price, and margin in dollars and percent for every service. Change a parts price and every job profit updates by formula.
Jobs — date, customer, job type, service, quantity, price, revenue, cost per job pulled from the service sheet, profit per job, and margin. Log installs, repairs, maintenance, and emergency calls in one place.
Parts Inventory — part, unit, quantity on hand, reorder point, cost per unit, and stock value. Anything at or below its reorder point is flagged LOW STOCK so you reorder before the next job.
Monthly P and L — revenue, parts and labor cost, tech wages, vehicle and fuel, and other expenses by month, Jan-Dec, with net profit and margin. Revenue and parts and labor cost are formulas from the Jobs sheet.
Dashboard — total revenue, jobs, average job value, gross and net profit and margin, best service by margin dollars and by margin percent, best-selling service, best job and best job type, costs by category, and low stock count.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — HVAC Business Profit Tracker
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the HVAC Business Profit Tracker track?
The HVAC Business Profit Tracker tracks Services and Pricing; Jobs; Parts Inventory; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: Total revenue 26,495 from 20 jobs and 21 jobs performed; average job value 1,324.75.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.
This template is a bookkeeping and planning tool only — not tax, legal, or CPA advice. Built by an accountant: B.S. Accountancy, ASU W. P. Carey.
VickeryFinance — “Know your numbers — without the accounting software.”
Gear that pairs with this tracker
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