Blog
Notes on running a better service business
Written for owners. Every post exists to answer a question someone actually asked us.
What Should an HVAC Work Order Include?
Every section an HVAC work order needs, why each one is there, a complete filled-in example and a blank template you can copy.
HVAC Technician App: What Features Do Technicians Actually Need?
What a technician needs on a phone in a plant room, what gets ignored, and the interface decisions that decide whether field software is used or worked around.
HVAC Equipment History: What Contractors Should Track
The fields worth recording against every system you service, why the serial number is the one that matters, and a template you can copy.
Digital HVAC Maintenance Checklist for Technicians
Complete maintenance checklists for AC, furnace, heat pump and mini split, with the four-result scale that makes them worth completing.
How to Reduce HVAC Technician Administrative Work
Where technician admin time actually goes, why the same fact gets written three times, and what genuinely removes duplication, with a calculator.
How to Create an HVAC Service Report
What belongs on a customer-facing HVAC service report, how it differs from a work order, and a complete template with a filled-in maintenance example.
HVAC Invoicing Software: Create, Send & Track HVAC Service Invoices
What HVAC invoicing software should do beyond producing a PDF: job-to-invoice, estimate conversion, payment tracking, aging and job profitability. With a working demo.
How to Invoice an HVAC Job: Step-by-Step Guide for Contractors
The eight steps from finished job to recorded payment, with a full worked repair invoice and the arithmetic shown at every stage.
What Should an HVAC Invoice Include?
Every element a professional HVAC service invoice needs, why each one is there, and a checklist you can run against the last invoice you sent.
HVAC Invoice Template: What to Include on a Professional Service Invoice
A complete HVAC invoice template you can copy, with a filled-in repair example, a changeout example and the spreadsheet formulas behind the totals.
HVAC Job Costing: How to Calculate the True Cost of a Service Call
What a service call actually costs once the drive, the burdened hour and the vehicle are counted, with three worked jobs and the arithmetic shown.
HVAC Parts Markup: How to Price Parts and Labor on a Service Invoice
How to price parts and labour on an HVAC invoice: the two rates a system needs, why a blanket multiplier misprices cheap parts, and the arithmetic behind every figure.
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