Part of the Home Services industry →
HVAC Starter 3-Pack
Clean paperwork wins installs. The quote, the maintenance tracker, and the agreement log every HVAC shop needs.
Digital download: a ZIP with the workbook and guide. Buy direct and the download link arrives by email right after checkout. Also available on Etsy if you prefer to shop there. Buy once, yours forever.
Checkout opens soon. Join the launch notes below and we will tell you the moment it is live.
Where this fits
Level 1 of 3: Fix individual tasks
Standalone, single-purpose tools. Each one does exactly one job: an estimate template that totals itself, a sign-in sheet that feeds your follow-up, a prompt pack that drafts the emails. The 3-packs bundle the individual tasks a trade hits most often, cheaper than buying them one by one, with nothing in the bundle you will not use this month.
Shown for the stack. The levels are the same in every industry.
Fix individual tasks
$19 to $39
Run the operation
$49 to $119
Put AI to work
$99 to $199
What comes next: Level 2 (Run the operation) for this industry is in development. Join the launch notes and we will tell you when it lands.
Beyond the levels: Own the whole stack — Every level for your industry, one purchase, about 25% off. In development now; we bundle the stack once the levels beneath it are real.
What’s included
Everything in the file set.
- Service quote sheetEquipment, parts, and labor line items, discount, tax, total, deposit due, and signature lines. Totals are formulas that update as you type.
- Maintenance plan trackerCustomer, plan tier, renewal date, and annual value, with ACTIVE / DUE SOON / EXPIRED flags that update themselves. DUE SOON means the renewal date is within 30 days.
- Service agreement logAgreement number, customer, scope, start and end dates, contract value, and status flags. Every contract in one list.
- Quick-start guide (PDF)Set it up and send your first quote in under 30 minutes. Print-ready, one page per document.
Who it’s for
Built for a specific desk.
- HVAC shops that need clean quotes and agreements today
- Owner-operators who lose track of maintenance renewals
- Anyone still quoting on notepads or generic invoices
Requirements
| You need | Microsoft Excel (desktop or web) or a free Google Sheets account |
|---|---|
| No add-ons, no subscriptions | |
| Sample rows are marked SAMPLE. Replace them with your own customers |
A note from Procedura. Published by Procedura. Every formula in the workbook was independently tested before publishing: 188 checks across 10 scenarios, all passing. The renewal flags are date math, not magic. This is a starter set: it does not dispatch technicians, track inventory, or do payroll. When the jobs stack up, the Contractor Operating System is the next level up.
Questions
Asked before you asked.
Still unsure? Write to [email protected]. We answer setup questions about every product.
Elsewhere in the stack. Ready for the full system? The Contractor Operating System ($119) adds job costing, pipeline, profit dashboard, CRM, and expense tracking.
Both. The workbook is an .xlsx built for Microsoft Excel, and it imports into Google Sheets. After import, spot-check the totals.
The Status column compares each renewal date to today. More than 30 days out is ACTIVE, within 30 days is DUE SOON, past is EXPIRED. It updates every time you open the file.
Yes. The dropdown has Basic, Plus, and Premium. Edit the list to match your actual plans.
Yes. Enter your tax rate once and the quote uses it.
Insert rows above the summary bands. Copy a status formula down into the new row.
Yes. Buy once, yours forever. No subscription.
This is an instant download, so refunds are not available once the file is downloaded. Please read the description before buying.
The launch notes
Occasional, plain-spoken email.
New products, new playbooks, and practical notes on running a professional practice. No spam, no funnels, no daily drip. Unsubscribe anytime.