Own an HVAC Business?

Your techs are in the field.
You're stuck in the office.

67% of HVAC callbacks trace back to missing processes, not bad techs. No documented dispatch. No onboarding beyond “ride with Steve.” No follow-up emails. No maintenance plans generating recurring revenue. You're running a real operation on tribal knowledge and hope.

Get the HVAC Ops Pack — $97

21 ready-to-use documents. Instant download. 30-day guarantee.

Sound familiar?

$50K+/yr
Lost to no-shows and missed callbacks
No follow-up system. The customer called someone who did.
2-3 hrs/day
Burned on dispatching, quoting, and chasing invoices
All manual. All preventable with documented systems.
$0
Recurring revenue from maintenance plans
You're leaving money on the table every service call.
0
Written SOPs in the average HVAC shop
If your best tech quits tomorrow, what does the new guy follow?

What's in the pack

21 documents built specifically for HVAC companies with 1–10 employees. Not generic business templates. Not another SaaS dashboard. Ready to use, ready to customize.

10 Standard Operating Procedures

  • →Service Call Procedure — intake scripts, job classification, scheduling rules, dispatch handoff
  • →Emergency Dispatch — after-hours triage, on-call rotation, CO and no-heat/no-AC response
  • →Estimating & Quoting — flat-rate vs T&M, margin targets, Good/Better/Best pricing (repair vs replace vs high-efficiency)
  • →Job Completion & Closeout — 25-item checklist, photo documentation, same-day invoicing
  • →Dispatch & Routing — route planning, skill-matching matrix for 10 HVAC job types
  • →Plus: Inventory, Safety (refrigerant handling, EPA 608), Fleet, QA, and New Tech Onboarding

5 Client Onboarding Documents

  • →New Customer Intake Form — system type, fuel source, tonnage, filter size, duct type
  • →Service Agreement Template — 13-section contract with warranty, liability, dispute resolution
  • →3-Tier Maintenance Plan Proposal — Essential / Preferred / Premium with inspection checklists and ROI calculator
  • →Customer FAQ Sheet — 25+ Q&A: filter changes, thermostat settings, strange noises, efficiency tips, when to replace
  • →Welcome Letter & Email Templates — 5 formats for new clients

6 Done-For-You Email Sequences (20 emails)

  • →Welcome Series — 5 emails over 14 days, new customer nurturing
  • →Post-Service Follow-Up — satisfaction check, survey, review request
  • →Estimate Follow-Up — 3-email recovery sequence for lost estimates
  • →Seasonal Maintenance Campaign — spring AC tune-up, summer efficiency, fall furnace prep, winter emergency heat
  • →Win-Back Sequence — re-engage dormant customers at 6/10/21 days
  • →Review Request — platform-specific for Google, Yelp, Facebook

AI Operations Manager Pack

  • →Upload to Claude or ChatGPT — ask it anything about your operations
  • →System prompt trained on your SOPs and policies
  • →5-minute setup guide — no technical skills required

Built for HVAC shop owners, not corporate franchise ops.

  • →HVAC company owners doing $200K-$5M who know they need systems but haven't built them yet
  • →Operators who are the single point of failure for every scheduling and dispatch decision
  • →Growing shops that need to onboard techs without losing quality or safety compliance
  • →Anyone who's lost a customer because nobody sent the follow-up or sold the maintenance plan

Not for: Large franchise operations with corporate playbooks. This is for independent shops that need real documentation written for the HVAC trade.

The math

Hiring an operations consultant to write HVAC SOPs$3,000–$10,000
Paying a copywriter for 20 industry-specific emails$2,000–$5,000
Building client onboarding templates from scratch40+ hours of your time
This pack$97

Deploy it this week.

Questions

What format are the files?

All 21 documents are Markdown (.md) files — plain text that opens in any text editor. You can convert them to PDF, Word, or Google Docs in seconds. No proprietary software needed.

How do I customize them for my company?

Every document uses [BRACKET NOTATION] for your company details. Do a find-and-replace with your business name, phone number, and rates. Most people are live within an hour.

Is this HVAC-specific or generic?

Every SOP, checklist, and email references real HVAC scenarios: no-heat calls, refrigerant handling, EPA 608 compliance, tonnage calculations, seasonal demand swings, and equipment lifecycle decisions. This is not a repurposed generic template.

What if I already use ServiceTitan / Housecall Pro / Jobber?

This pack complements your existing software. SOPs tell your team what to do. Software tells them where to log it. Most shops have the software but not the processes behind it.

What's your refund policy?

30-day money-back guarantee. Implement any document from the pack. If it doesn't improve your operations, email us for a full refund. No questions.

Stop running your HVAC business from memory.

Everything you need to systematize your HVAC operation — SOPs, client templates, email sequences, and an AI trained on your operations. One pack. Instant download.

Get the Pack — $97

30-day money-back guarantee. Instant download. No subscription.