External Templates & Scripts
Free downloadable templates, phone scripts, checklists, and forms from industry sources. These cover document types this operating system doesn't offer directly.
For calculators, use ours
This operating system includes fifteen interactive calculators with built-in HVAC industry benchmarks — loaded labor rate, break-even, price book builder, agreement profitability, marketing ROI, weekly scorecard, net profit, business valuation, max cost per lead, CFM, duct sizing, energy savings, flow rate, load calculator, and bid calculator. They run in your browser with zero email gate, unlike every vendor calculator we tested.
Go to Calculators →
Go to Calculators →
Phone Scripts
These scripts work with any software or no software. Customize the greeting and company name.
| Script | Source | What it covers |
|---|---|---|
| Inbound Call Script | ServiceTitan | First-call booking — name, number, address, problem, schedule |
| Happy Call Script | ServiceTitan | Post-service satisfaction check and review request |
| Expired Membership Script | ServiceTitan | Win-back call for lapsed agreement holders |
| Unsold Estimate Follow-Up | ServiceTitan | Day 3/7/14 follow-up for unconverted quotes |
| 10 Phone Scripts | FieldCamp | Common call scenarios for HVAC service |
Checklists & Inspection Forms
Printable checklists for field use. These cover technical procedures this operating system doesn't replicate.
| Type | Source | Count |
|---|---|---|
| PM / Tune-Up Checklists | Housecall Pro | 5+ |
| Diagnostic / Troubleshooting | Housecall Pro | 3 |
| Installation / Commissioning | Housecall Pro | 4 |
| QA/QC / Safety Checklists | Housecall Pro | 5+ |
| Commercial Maintenance | Housecall Pro | 4 |
| Fillable PDF Forms | Jotform | 60+ |
Document Templates
Blank templates for invoices, contracts, proposals, and HR documents. Download and customize.
| Category | Source | What's available |
|---|---|---|
| Invoices & Quotes | Housecall Pro | Invoice templates (Sheets/Excel/Word/QuickBooks), estimate, quote, receipt |
| Service Documents | Housecall Pro | Service report, service order, work order, scope of work, proposal |
| Contracts & Agreements | Housecall Pro | HVAC contract, maintenance contract, service agreement, warranty template |
| HR & Admin | Housecall Pro | Employment application, leave request, job descriptions |
| Good/Better/Best Proposal | ServiceTitan | Replacement proposal template with tier options |
| Business Plan Template | JordanWorx | Downloadable Word document |
| Email Follow-Up Templates | Jobber | Email sequences for unconverted estimates |
Guides & Written Resources
Written guides on HVAC business operations. These are content, not calculators — they teach concepts and frameworks.
JordanWorx — Guides & Frameworks
| Resource | What it covers |
|---|---|
| HVAC Owner's Playbook | 12-chapter ebook — startup through scaling |
| How to Price HVAC Jobs for Profit | Cost-per-billable-hour pricing methodology |
| Flat-Rate Pricing Template | Price book construction framework with formulas |
| Fixing Profit Leaks | Nine revenue drains with diagnostic remedies |
| Service Agreement Templates | Clause-by-clause notes for building an agreement |
| Pay Plan Structures | 5 models with BLS/ACCA benchmarks |
| KPI & Lead-Tracking Dashboard | 7 weekly/monthly metrics to track |
| Complete Systems Buildout | The five-system framework for running an HVAC business |
| Technician Recruiting | Hiring, screening, apprenticeship setup |
| FL Contractor License Guide | Florida-specific licensing walkthrough |
| Compare HVAC Business Coaches | Honest 11-program comparison table |
| 15 Questions to Ask a Coach | Vetting framework before signing up |
Jobber — Guides
| Resource | What it covers |
|---|---|
| How to Price HVAC Jobs | 7-step pricing guide with margin calculations |
| HVAC Marketing Strategies | Comprehensive marketing guide for contractors |
| Referral Program Guide | Setup, incentives, tracking, and automation |
| HVAC Invoice Template | Professional invoice format |
Reference Data & Benchmarks
Industry benchmark data from practitioners and research sources.
| Resource | Source | What it covers |
|---|---|---|
| 2026 HVAC Pricing Benchmarks | FieldCamp | Pricing by job type, flat rate vs T&M comparison |
| Callback & Ticket Benchmarks | Built on Tenth | Callback rate data, average ticket benchmarks, CSR booking rate research |
Technical Calculators (Engineering)
These are engineering/sizing calculators — not financial tools. We don't cover these.
| Calculator | Source | What it does |
|---|---|---|
| CFM Calculator | Housecall Pro | Airflow volume calculations |
| Duct Sizing Calculator | Housecall Pro | Ductwork dimensions for airflow requirements |
| Energy Savings Calculator | Housecall Pro | Estimated savings from equipment upgrades |
| Flow Rate Calculator | Housecall Pro | Refrigerant and fluid flow calculations |
| Load Calculator | Housecall Pro | Heating/cooling load for system sizing |
| Bid Calculator | Housecall Pro | Project bid estimation |
Safety & Compliance
| Resource | Source | What it covers |
|---|---|---|
| 57 Safety Toolbox Talks | Safelyio | HVAC-specific PDFs for daily safety meetings (free) |
| Free Safety Assessment | OSHA Consultation | Confidential on-site safety review — no citations (osha.gov/consultation) |
| 52-Week Safety Schedule | ABC | Annual rotating safety topic calendar for trades |
Government & Nonprofit Resources
| Resource | What it covers |
|---|---|
| SBA.gov — Business Guide | Federal small business resources — financing, licensing, planning |
| SCORE — Free Mentoring | Free business mentoring + 1,100+ resources for small business owners |
| ACCA — HVAC Blog & Budget Guide | Free articles on service agreements, CSR training, fleet, hiring, callbacks. Annual financial planning templates. |
About these resources
Most are published by software companies as lead generation. The templates are genuinely useful regardless of whether you use their software. Download what you need. Ignore the sales follow-up.