You understand superheat and subcooling on a TXV system. You know the difference between a low-ambient kit and an EPR valve. You know when static pressure readings tell you the duct system is the problem, not the equipment. You've been recommending equipment replacements that customers decline because your verbal pitch doesn't back itself up with documentation.
You carry an EPA 608 cert in your wallet and send invoices from your notes app.
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You clean the coil, check the capacitor, confirm refrigerant charge, replace the filter. All of it goes in your head. The maintenance report form documents every reading — static pressure, supply/return temps, capacitor microfarad reading, refrigerant pressures, filter condition. When you write 'capacitor reading 32 µF on a 45 µF component — near-failure,' customers authorize the replacement on the spot.
EPA Section 608 requires records of refrigerant recovered, added, and system disposition. Your refrigerant charge log needs to have unit ID, refrigerant type, pounds added, pounds recovered, technician cert number, and date. Regulators have stepped up enforcement. This log keeps you protected.
The service agreement in this pack has built-in renewal language and a pre-season scheduling clause. Customers who sign once get called before cooling season and before heating season — not as a courtesy, as a contract obligation. Your shoulder-season calendar fills itself.
When a 13-year-old system needs a compressor, the conversation about replacement value versus repair cost is the most important one in the service call. The estimate template has an options format — repair option, replacement option, cost and efficiency comparison. Customers make better decisions when the comparison is in writing.
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Service type (tune-up, refrigerant recharge, coil cleaning, control board repair) sets the base. Unit count multiplies it. System age adds a complexity factor — older systems require more time and have higher parts probability. Urgency factor for peak-season no-heat and no-cool calls. Refrigerant always billed separately per pound.
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"Annual maintenance agreement changed my revenue model. Before — I was dispatching reactively, running emergency calls all summer. After — I have 34 recurring accounts that get called in April and October. Last March was my first profitable shoulder month in six years."