The HVAC Service Business Kit

What this is

A field-ready PDF kit for HVAC contractors who run on service calls and want to build a recurring maintenance contract book. Three working checklists you print, laminate, and keep in the truck — plus the framing layer that turns them into a system.

Inside (11 pages):

1. Service Call Diagnostic — HVAC — 4-section sequence (preliminary, AC-not-cooling, heat-not-working, upsell) that catches 90% of issues and prevents return calls. Run in order on every visit. Includes a findings/sign-off page.
2. Spring Tune-Up Checklist — the 90-minute spring AC tune-up that earns the contract renewal. Filter & airflow, outdoor unit, indoor air handler, documentation & upsell.
3. Fall Tune-Up Checklist — the heat-side tune-up that catches furnace issues before the first cold night. Includes the heat-exchanger inspection that protects you legally on CO events.
4. How to Build a Maintenance Contract Book in HVAC — the framing. Math (20 contracts → 100 → 150 ramp), the closing script you use at the end of a service call, the three rules that turn one-time contracts into renewing books, the five mistakes that kill contract growth.

Who this is for

Licensed HVAC contractors earning under $200K who want recurring revenue, fewer reactive scrambles, and a book of maintenance clients that pays the floor of the business.

11 pages. Instant download. Yours forever.

Bonus content included with this kit

• HVAC AC Spring Maintenance Visit (Excel workbook)
• HVAC Furnace Fall Maintenance Visit (Excel workbook)
• HVAC Premium Maintenance Visit (Excel workbook)

The download is a single .zip containing the 11-page PDF kit + the three Excel companions. Yours forever.