Source Index
Every claim in this operating system traces to a source. This index lists all citations across 32 topic pages, organized by category. Each topic page also has its own collapsible source list.
Government & Regulatory
Federal
| Agency | Citations | Topics covered |
|---|
| OSHA | 10 | 29 CFR 1910/1926 standards (LOTO, fall protection, PPE, HazCom, confined spaces), Heat NEP, consultation program, recordkeeping |
| EPA | 4 | Section 608 certification, AIM Act / 40 CFR Part 84 (A2L refrigerant transition), ENERGY STAR equipment lifespan |
| FTC | 7 | CAN-SPAM Act, Telemarketing Sales Rule, Do Not Call Registry, Endorsement Guides, Fake Reviews Rule, warranty law |
| FCC | 2 | TCPA, one-to-one consent rule (2026) |
| BLS | 1 | Occupational Employment and Wage Statistics — HVAC tech pay data |
Florida State
Trade Associations
| Organization | Citations | Topics |
|---|
| ACCA — Air Conditioning Contractors of America | 12 | Financial benchmarking, overhead allocation, service call standards, maintenance agreement conversion, fleet management, marketing, safety |
| HARDI — Heating, Air-conditioning & Refrigeration Distributors Intl. | 1 | Industry data and benchmarking, commercial DSO |
| NCCI — National Council on Compensation Insurance | 1 | Workers comp Code 5537 rates for FL HVAC |
Industry Data & Benchmarking
| Source | Citations | What they provide |
|---|
| HVACProfitMath | 3 | KPI benchmarks by quartile (margin, revenue/tech, overhead, close rates) |
| Built on Tenth | 6 | Callback rates, average ticket, booking rate, CSR training data, agreement renewal |
| SalesAsk | 2 | HVAC sales training, close rate benchmarks, comfort advisor data |
| Oryx-Horn | 2 | Job costing guide, quartile benchmarks, margin errors |
| FIELDBOSS | 1 | Customer Preferences Survey 2025 (communication vs price) |
Trade Publications
| Publication | Citations | Topics |
|---|
| ACHR News | 5 | Billable utilization, profit maximization, technician management |
| Contracting Business | 1 | Break-even analysis for service businesses |
| Plumbing & Mechanical Magazine | 1 | Material shrinkage benchmarks |
Software Platforms
| Platform | Citations | Topics |
|---|
| ServiceTitan | 15 | Templates, phone scripts, contractor playbook, booking data, industry statistics |
| Jobber | 7 | Referral programs, pricing guide, marketing strategies, checklists |
| Housecall Pro | 4 | Templates, pricing guide, dispatcher scripts, calculators |
| FieldEdge | 4 | Financial benchmarks, utilization data, agreement targets |
| FieldCamp | 4 | Profit margins by job type, pricing, phone scripts |
Coaching & Training
| Organization | Citations | Topics |
|---|
| BDR — Business Development Resources | 9 | Financial benchmarking, Profit Coach data, marketing ROI, referral rates, database marketing, scaling |
| JordanWorx | 5 | Cost-per-billable-hour pricing, agreement tier methodology, free guides, five-system framework |
| Profitability Partners | 4 | Loaded labor rate methodology, solo operator pricing analysis |
| Nexstar Network | 2 | Service System methodology, booking rate data |
Research & Academic
| Source | Topic |
|---|
| Kotter, J. (1995) — Harvard Business Review | 8-step change management model |
| Prosci — ADKAR Model | Individual change management framework |
| Kerr, S. (1975) — Academy of Management Journal | Incentive misalignment ("Rewarding A, While Hoping for B") |
| Greiner, L. (1972) | Five stages of organizational growth |
| Churchill & Lewis (1983) | Five stages of small business growth |
| Rackham, N. (1988) — SPIN Selling | Situation, Problem, Implication, Need-payoff questioning |
| Ariely / Kahneman — Behavioral Economics | Tiered pricing / price anchoring |
| Toyota Production System (1960s) | Daily standup / morning huddle origin |
| Gerber, M. — The E-Myth Revisited | Owner-as-technician trap |
| Wharton (Schmitt, Skiera, Van den Bulte, 2011) | Referred customers 16% more valuable over lifetime |
Source standard
Every benchmark, percentage, and dollar figure in this operating system traces to a named source. Where sources disagree, ranges are presented with both sources cited. Coaching organization data is used as benchmarks with attribution, not as prescriptive methodology.
