Obra for HVAC contractors

HVAC job costing for installs and replacements

Track each system install as one job: equipment, ductwork, electrical, permits and labor. Know the margin per install before the next one starts.

An HVAC install is mostly one big purchase and one long day. The equipment is half the job, it's paid for before you touch the house, and the margin is set by what happens in the attic: the ducts, the electrical, the platform the inspector wants. Most HVAC contractors know their price per ton. Fewer know what each install actually returned after the surprises.

Obra keeps each install as its own job, counts the equipment the day you buy it, and turns the attic surprises into change orders instead of overruns.

The equipment counts from day one

You order the heat pump and pay the distributor three weeks before the install. Enter that invoice when you get it, not when the job closes. It shows in the job's recorded cost right away. Then review what's still left to spend, and Obra keeps the expected final cost current as the receipts come in. The committed costs guide explains why this matters more for HVAC than for most trades.

Removal, install, startup

Split labor into removal and install. When you look back at ten installs, you'll see whether the removal days are eating the margin or whether it's startup and callbacks. The cost code guide has a short list you can copy.

The panel, the ducts, the platform

The three change orders below are the same on every replacement job. Write each one as a change order the day you find it, price it with markup, and get the signature before the electrician books the visit. The change order guide walks through the wording.

Margin per install

At the end of the job, the page shows the contract, total cost and margin. Compare your heat-pump replacements against your furnace swaps and your new-construction rough-ins. The markup and margin guide helps you set the number to aim for.

What Obra isn't for an HVAC contractor

Not dispatch, not maintenance agreements, not a flat-rate price book. Obra is the money on install jobs, in English and Spanish, from receipts your crew already sends, exported clean to the accountant.

Sample budget

Full system replacement, 4-ton heat pump with new ductwork, Maple Street

Line item Budget
Outdoor unit and air handler $7,200
Ductwork, plenums, registers $1,900
Line set, electrical whip, disconnect $650
Thermostat and controls $350
Permit and inspection $300
Crane rental $450
Crew labor, removal, install and startup $3,600
Direct cost budget $14,450
Contract value $18,900
Gross margin budgeted $4,450

Illustrative figures in US dollars for a fictional project; use them to see the shape of the budget, not to price a job.

The cost codes this trade actually uses

  • 01 Equipment (condensers, air handlers, furnaces)
  • 02 Ductwork, plenums and registers
  • 03 Refrigerant lines and electrical
  • 04 Thermostats and controls
  • 05 Permits and inspections
  • 06 Crew labor, removal
  • 07 Crew labor, install and startup
  • 08 Equipment rentals (crane, lift)
  • 09 Subcontractors (electrician)
  • 10 Vehicle and fuel

The change orders that eat the margin

The panel that can't take the new unit
The old furnace ran on a 30-amp breaker. The heat pump needs 60 and there's no room in the panel. The electrician's upgrade is a change order, written before they book the visit.
Ducts that were never sized for a heat pump
The bid assumed the existing ducts. The return is half the size it should be and the trunk line is crushed in the attic. New ductwork is a change order with its own line, not an overrun on the install.
The attic that needs a platform and a drain
Code wants a service platform and a secondary drain pan where the old unit had neither. Small carpentry, but it's a day of labor the install price never included.

Questions people ask

Is Obra for HVAC service calls and maintenance plans?
No. Obra is for jobs with a budget: full replacements, new construction, ductwork projects, commercial installs. Service and dispatch need a field-service tool with a price book.
I pay for the equipment weeks before the install. Where does that show?
Record the equipment invoice as soon as you have it. It shows in the job's recorded cost right away. Then review what's still left to spend, and the job's expected final cost follows, even before the crew shows up.
Can I see the margin on each install?
Yes. Each job's page shows the contract, what it cost, and the margin. Over a season you'll see which installs made money and which system types are underpriced.
Can my installer send receipts by WhatsApp?
Yes. A photo from the supply house or the hardware store, in English or Spanish, goes to the job. Your installer never sees the job's finances. You confirm it in seconds.
Free download

Not ready for an app? Start with our free Excel template.

A ready-made spreadsheet to track costs and income per project — with categories and the totals already set up.

The download starts right away. We'll also follow up by email with more job-costing help — no spam, unsubscribe anytime.