Download Free HVAC Equipment Schedule Template (Excel, Work, PDF)
Feeling frigid with fear about having no equipment schedule to show at the next stakeholder meeting? We can see how that would be stressful – but it doesn’t have to be. We built our HVAC equipment schedule template for companies like yours.
An HVAC equipment schedule template is a simple document that helps provide structure for HVAC service organizations to organize and visualize their equipment service schedules while managing the full lifecycle of each. The template should include information such as:
- Equipment Information (Name, ID numbers, Type, Size, Manufacturer, etc.)
- Assignment criteria (task # and name, person in charge, past and upcoming service dates)
- Location Information
What you include in your template should be unique to your organization and ensure you capture required information so you can use the document for maintenance planning, financial planning, and service metric analysis.
Download your free HVAC equipment schedule management template here and get started today!
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How to Use Our HVAC Equipment Schedule Template
Let’s walk through the process of getting started with your new HVAC equipment schedule template. You’ve now downloaded your template and you’re ready to get started with putting information in. Let’s walk through an example to support the process of filling this out with your equipment.
To start, let’s make this template yours. Putting in the basics such as legal entity name, address, contact phone and email are all that is needed. The last piece is to pop in your logo, so this is branded appropriately for your organization.
Let’s now input critical equipment information. This should include the equipment ID, type, name, size, quantity, and a few other data points that are relevant for tracking purposes.
We can now move across the spreadsheet to the “Assignment” section, where you’ll schedule and assign jobs. As you create jobs, you can add the location, task # and name, choose a person or technician in charge, and service dates. Add any supporting information in the notes section to the right.
Now that the basics are in, we recommend saving this now as the primary equipment schedule template for your HVAC organization. Once you’ve done that, you’re officially ready to rumble!
As you go forth with this template on your own, it’s important to include all required fields as well as have a plan to keep this template updated. This template can be a real help as you start your service maturity journey and will put you in a position to have better insights into your serviceable equipment. Check in with this template daily and you’ll be in a much more organized space.
If you are, however, looking to digitally transform your service operations and how you manage your equipment scheduling, we suggest you check out our field service management platform, Service Pro by MSI Data. We are a fully integrated field service management platform where you could not only schedule technicians and manage equipment, but completely manage your service operations.
Schedule your free consultation today!
Frequently Asked Questions
What is an HVAC equipment schedule template?
An HVAC equipment schedule template is a document that HVAC service providers can use to gather equipment notes and schedule work. This can be an spreadsheet, PDF, or word-based template such as any of the 3 templates provided above, or this could be a digital field service management platform.
What’s the purpose of an HVAC equipment schedule template?
The primary purpose of an HVAC equipment schedule template is to have an organized process for scheduling and documenting equipment service work. Within this template, you can visualize the progress of critical equipment service and plan for future service work or equipment replacement.
What are the benefits of an HVAC equipment schedule template?
The benefits of an HVAC equipment schedule template include:
- Increased visibility into your service schedule
- Having a more organized & stable service operation
- Being able to properly plan for service work
If you’d like to have a conversation about how to magnify these effects, schedule your free consultation here.
How do I know if I need an HVAC equipment schedule template?
Simple: if you are looking to grow and scale your service business, you will want to look at a path to better organization and structure. Having a process and a way to document and track your various service jobs will help you focus on the business instead of chasing updates and running blind. Of course, this is different for each service organization. Another sign is: you’re reading this blog!
