Review the scope
Sales & Precon provides estimate and plan-review workspaces.
BUILT AROUND YOUR WORK / HVAC & mechanical
Keep mechanical installation work connected to the office.
HVAC and mechanical projects bring together equipment purchases, installation crews and contract milestones. BDO helps organize the records behind that work, with everything included in the Mechanical / HVAC package.
Explore the sample workflow without signing up. The Mechanical / HVAC Contractor package is $395/month per company with every tool included.
A CONNECTED WORKFLOW
Follow an installation from estimate to cost review
Prepare the scope and estimate, organize purchase orders for project materials and equipment, and keep installation records with the job. Review the job’s costs with the supporting information available, then use Customer Billing when you need contract and schedule-of-values workflows.
Organize purchases
Purchasing keeps vendor bids and purchase orders connected to the office workflow.
Follow installation work
Projects & Field brings project execution, field records and job costs together.
INSIDE BDO
Projects, with sample company records.
YOUR PACKAGE
Mechanical / HVAC Contractor · $395/month.
Mechanical and HVAC installation contractors. Duct, piping and equipment-set production, startups, equipment purchasing and job cost.
Workflows to start with for hvac & mechanical:
- Sales & Precon
- Purchasing
- Projects & Field
Every contractor package includes Sales & Precon, Projects & Field, Fleet & Equipment, Dispatch & Crew, Purchasing, Cost & Finance, Customer Billing, Customers and People & Safety. Trucking is its own package. One Admin Command Center is included per owner, with one administrator and 10 team users per company. Extra blocks of 10 team users are $95/month and extra 100 GB storage blocks are $25/month.
See package pricing →SAFETY & INSURANCE RECORDS
Have the supporting records ready when they are needed.
Explore People & Safety for crew and compliance records, and BDO’s insurance certificate tracking for policy dates, renewal history and missing evidence. Date-based insurance packets gather the matching certificates, policy register and coverage-gap report for review.
Packets use the records saved in BDO; they do not verify coverage with an insurer or guarantee an audit result. Confirm package access and setup for your company during the walkthrough.
See insurance tracking details →BEFORE YOU CHOOSE
Questions about your workflow.
Does BDO include HVAC load calculations or service diagnostics?
This page covers contractor operations for installation projects. It does not promise load calculations, equipment diagnostics or a dedicated maintenance-agreement system. Bring those requirements to the walkthrough so the fit is clear.
How does BDO work with QuickBooks?
BDO prepares approved records for QuickBooks Online or QuickBooks Desktop through Web Connector. Supported transfers are confirmed during onboarding, tested and activated with your approval. BDO does not replace your accounting software.
Can I see the workflow before signing up?
Yes. The website’s interactive demo uses a fictional company and clears changes when you reload or reset it. For a review of your own process, request a walkthrough with Craig.