Resources
HVAC guides and checklists.
Practical, field-tested reference material for HVAC teams: what a professional visit covers, organized the way techs actually work. Written by the team behind AirMatch, the full HVAC app.
Checklist guide
HVAC Cooling Tune-Up Checklist
A cooling tune-up is only as good as its checklist.
Read the guideChecklist guide
HVAC Heating Tune-Up Checklist
Heating maintenance carries a safety weight cooling doesn't: cracked heat exchangers, flue problems, and CO risks hide behind systems that appear to run fine.
Read the guideChecklist guide
HVAC Service Call Diagnostic Checklist
Diagnostics is where inconsistency costs the most.
Read the guideChecklist guide
HVAC Multi-Point Inspection Checklist
A multi-point inspection is the whole-system health check: the first visit to a new customer, the annual condition report for a maintenance member, or the assessment behind a repair-versus-replace conversation.
Read the guideChecklist guide
HVAC Replacement Estimate Checklist
Bad surveys become bad installs: the missed electrical upgrade, the line set that would not flush, the return that starved the new system.
Read the guideChecklist guide
HVAC New System Installation & Startup Checklist
Install day is where the sale either becomes a referral or a callback.
Read the guideChecklist guide
HVAC Job-Site Safety Checklist
Safety checklists earn their keep on the ordinary days: the attic in July, the crawlspace with the questionable wiring, the ladder that has been fine a hundred times.
Read the guideProposal guide
Good-Better-Best HVAC Proposal Guide
Homeowners don't buy equipment.
Read the guidePricing guide
HVAC Margin vs. Markup, With the Math
A shop that wants 40% margin and applies 40% markup is losing roughly a tenth of every sale without noticing.
Read the guideSales guide
How to Present Monthly Payments in an HVAC Proposal
A $12,000 system is a scary number.
Read the guideOperations guide
How to Prevent the HVAC Sales-to-Install Scope Gap
The homeowner bought a variable-speed system with a media filter and a ten-year labor warranty.
Read the guideMaintenance guide
What Belongs in an HVAC Maintenance Agreement
A maintenance agreement is a product, and most shops never design it: they photocopy a competitor's brochure, pick a price, and wonder why renewals sag.
Read the guideMaintenance guide
How to Price an HVAC Maintenance Agreement
Maintenance pricing fails in two directions.
Read the guideMaintenance guide
Monthly Billing vs. Service Frequency in HVAC Maintenance Plans
The best-performing maintenance model in the trade is simple: the homeowner pays a small amount monthly, and a tech visits twice a year.
Read the guideMaintenance guide
How to Increase HVAC Maintenance Agreement Renewals
Renewal is not a moment; it is the residue of the year that preceded it.
Read the guideLooking for the product instead? See the HVAC checklist app or browse News & Insights.