HVAC business resources
Load and duct math, replacement pricing, maintenance plan numbers and the paperwork that goes with them, for HVAC shops of any size. All of it is free to use, with nothing to sign up for. When you want the office work done for you, see how HVAC companies run on Koira.
45Free resources
14Tools
7Document templates
8Sections
Price a job
Cost calculators and the math behind an honest number for HVAC work.
Cost calculators and pricing guides
Cost calculatorAir duct cleaning cost calculatorDuct cleaning by square foot or vent, with extra systems and add-ons.Cost calculatorDryer vent cleaning cost calculatorDryer vent cleaning by floor, run length and problem, with add-ons.Cost calculatorHVAC replacement cost calculatorCentral AC, furnace or heat pump replacement, by tons, fuel and efficiency.
Measure and do the math
Trade mathHVAC load calculatorCooling and heating load, part by part, with the tons and furnace range.Trade mathDuct size calculatorRound and rectangular duct sizes from CFM, with friction and velocity.Trade mathCFM calculatorCFM from ACH, ACH from CFM, CFM per ton, bath fans and range hoods.Trade mathRefrigeration BTU calculatorWalk-in cooler and freezer box load: panels, door, product, people, fans.Trade mathSEER savings calculatorOld AC vs new: yearly savings and payback, in SEER or SEER2.Trade mathBTU heating calculatorFurnace and boiler size from heat loss or last winter's fuel use.
Your rates and margins
Run the businessHVAC labor rate calculatorHVAC rate per billable hour, starting from the BLS median tech wage.Run the businessHVAC business valuation calculatorWhat an HVAC company might sell for, from SDE, EBITDA and published multiples.Run the businessMaintenance plan pricing calculatorPrice a maintenance plan, see members per tech, plus an agreement checklist.
Paperwork
HVAC documents with the trade's own line items, terms and a worked example. Fill one in, then print it or download Word.
Free templateHVAC estimateLine items, deposit, good-until date and a signature line.Free templateHVAC invoiceLines, tax, deposit already paid and the balance due.Free templateHVAC receiptAmount received, how it was paid and the balance left.Free templateHVAC work orderTasks, materials, crew, site notes and a sign-off.Free templateHVAC proposalThree options side by side, each with its own total.Free templateHVAC change orderAdded work, credits, the new total and days added.Free templateHVAC service agreementVisits, coverage, price, billing, renewal and cancellation.
Licensing
What each state asks of HVAC companies before the first job, read from the state boards and linked to them.
Pay
What the people in this work earn in every state, from the federal wage survey, and how a wage turns into a price.
Pay by stateHVAC Technician salary by stateHeating, air conditioning and refrigeration mechanics and installers.Pay by stateSheet Metal Worker salary by stateDuctwork, flashing and metal fabrication, in the shop and on site.ReportTrade wages by state 2026Median pay for 14 trades in every state, from the BLS wage survey.
Start a business
The steps to open a HVAC business, a name, and a plan you can take to a bank.
Start-up guideHow to start an HVAC businessState license, EPA 608, the tools, pricing, and maintenance plans that carry the slow months.Name generatorHVAC company name generatorName ideas for an HVAC or heating and air company.Business planHVAC business plan templateA HVAC business plan with trade sections and example text.Any tradeHow to Start a Home Services BusinessHow to start and own a home services business: picking a trade, licenses and insurance, pricing, first customers, getting paid and the tools a small shop needs.
Software and comparisons
What HVAC companies need from office software, and how the big names compare on price and fit.
SoftwareHVAC CRM and scheduling software for small HVAC companiesWhat a small HVAC company needs from a CRM and scheduling software, a plain checklist, and an honest look at Koira, Jobber, Housecall Pro, QuoteIQ and ServiceTitan.ComparisonJobber alternative for HVAC companiesJobber for a HVAC company: the plan HVAC companies land on, what it costs for 1 to 3 people, a worked hvac price example, and how Koira compares.ComparisonHousecall Pro alternative for HVAC companiesHousecall Pro for a HVAC company: the plan HVAC companies land on, what it costs for 1 to 3 people, a worked hvac price example, and how Koira compares.ComparisonQuoteIQ alternative for HVAC companiesQuoteIQ for a HVAC company: the plan HVAC companies land on, what it costs for 1 to 3 people, a worked hvac price example, and how Koira compares.ComparisonServiceTitan alternative for HVAC companiesServiceTitan for a HVAC company: the plan HVAC companies land on, what it costs for 1 to 3 people, a worked hvac price example, and how Koira compares.
Get more calls
Get more callsHVAC Answering ServiceHow an HVAC answering service works in the busy season, what live services cost (checked October 2026), how an AI receptionist compares, and what to ask first.Get foundSEO for HVAC CompaniesHVAC SEO without an agency: your Google listing, pages for repair, install and tune-ups, seasonal timing, reviews and what to skip. For one to three truck shops.
Checklists
Printable checklists and reports to fill in on site, so nothing is missed and the customer sees what you found.
ChecklistHVAC maintenance checklistHeating and cooling tune-up, from the ENERGY STAR check-up list.ChecklistSpring HVAC maintenance checklistThe spring cooling check-up for AC and heat pumps.ChecklistFall HVAC maintenance checklistThe fall heating check-up for furnaces and heat pumps.ChecklistHVAC commissioning checklistNew system start-up: sizing, airflow, charge, ducts, hand-off.ChecklistNew client onboarding checklistBefore, during and after the first visit with a new customer.
Messages
Texts and emails to copy for the moments every job has: the follow-up, the deposit, the reminder and the review ask.
Message templateQuote follow-up textNudge an open estimate by text: first nudge, check-in, polite close.Message templateDeposit requestAsk for the deposit: what it covers and a link to pay.Message templatePayment reminderUnpaid invoice reminders: friendly, firm and final notice.Message templateReview requestAsk for a Google review after the job, with your link.Message templatesEvery message templateQuote follow-ups, payment reminders, appointment texts, review requests and more.