Install It. Service It. Profit From Both.
HVAC is two businesses in one — projects and service. OctaBees runs both on a single platform: BOQ-based quoting and installation management, plus AMC renewals, SLA-tracked complaints and a technician app that keeps every visit billable.
Every Kind of HVAC Business, One Platform
From VRF showrooms to pharma cleanrooms — OctaBees adapts to your mix of installs, retrofits and service contracts.
Offices, retail and hospitality — fast quoting from BOQ templates, multi-site rollouts and snag-free handovers.
BOQ templates
Multi-site
Snag lists
Handover docs
Heavy-duty plants with engineering drawings, vendor evaluation and QA/QC hold points at every stage.
Drawings & MDL
Vendor eval
QC hold points
Commissioning
Validation-heavy projects with documentation control, test certificates and complete audit trails for compliance.
Doc control
Test certificates
Audit trails
Compliance
Track fabrication, material consumption and contractor work orders — with budgets that stay visible job by job.
Fabrication
Material issue
Contractor WOs
Job costing
Audit-quote-replace cycles with before/after records, asset histories and savings documentation for clients.
Site audits
Asset history
Photo records
Quick quotes
The recurring-revenue engine: contract renewals, preventive visits, SLA complaints, spares and service billing.
AMC renewals
PM visits
SLA tracking
Spare parts
Before & After OctaBees
Without OctaBees
With OctaBees
Quotes rebuilt from scratch in Excel for every enquiry — slow and error-prone
BOQ-based quotations from master price lists — accurate quotes in minutes, with approval workflows
AMC renewal dates live in someone’s head; contracts silently lapse
AMC contracts with auto-renewal reminders and scheduled preventive visits
Customer complaints land on WhatsApp with no SLA, no ownership, no history
Complaint management with SLA timers, assignment and full equipment history
Technicians’ visits, parts used and travel unrecorded — service profitability unknown
Technician app logs check-in/out, service forms, photos, parts and expenses per visit
Warranty status checked by digging through purchase files
Real-time warranty checks by serial number, right from the field app
Project and service teams run on separate, disconnected tools
One platform: install the asset as a project, service it for life — same database
One Connected Workflow
From enquiry and design to installation, AMC, and service — manage your entire HVAC lifecycle on a single platform.
Enquiry
Heat Load Survey
BOQ & Quote
Order
Procurement
Installation
Testing & Handover
AMC & Service
What HVAC Companies Gain
BOQ templates and price masters turn day-long estimates into minutes.
Automated AMC reminders protect your recurring revenue stream.
Every complaint tracked from call to closure with response-time metrics.
Technicians, sales and office share one live system — even offline on site.
Modules HVAC Teams Use Most
Enquiries, surveys, BOQ quotes & follow-up automation.
Installation schedules, contractors & job costing.
Stock, spare parts, reorder levels & warranty lookup.
AMC, complaints with SLA, work orders & service history.
See OctaBees Run HVAC Business, Live
Get a demo covering both sides of your business — project execution and AMC service operations.
