Part of the Contractors 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.
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 Contractors stack. The levels are the same in every industry.
Fix individual tasks
$12 to $19
What comes next: You are at Level 1 (Fix individual tasks). Next is Level 2 (Run the operation): HVAC Business OS: $95
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.
The make-it-right promise. If a file does not open, a formula does not calculate, or a pack is not what this page describes, write to us within 14 days of purchase. We fix it, replace it, or refund it.
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. 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 HVAC Business OS ($95) adds dispatch, maintenance plans, equipment tracking, and profit dashboard.
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.
Yes, under the make-it-right promise: if something does not work as this page describes, write to us within 14 days and we will fix it, replace it, or refund it.
The launch notes
Occasional, plain-spoken email.
New products, new playbooks, and practical notes on running a service business. No spam, no funnels, no daily drip. Unsubscribe anytime.