Resources for commercial HVAC service.
Explore the equipment, work through a service report, and find the software your shop can run on.
Tools and examples
Rooftop Lab
Take the panels off a commercial rooftop. Follow the air and refrigerant, change the day and see the economizer respond.
Explore Rooftop Lab
Leave the customer a clear report.
Keep each unit’s findings, completed work, photos and follow-up together. Build a multi-unit service report and download a PDF without an account.
The free builder formats what you enter. Notes and photos stay in your browser.
Build a free report
One visit. Two units. A clear customer copy. ↗
Start with the right rooftop
Check supported Carrier, Trane and Lennox model prefixes, find manufacturer references and carry the unit into a service report.
Open the equipment library →See airflow take shape
Turn, resize and look inside a 3D duct. Compare air velocity and straight-duct friction loss.
Open the ductulator →Running service work
Finish the report while the work is fresh
What to capture, what the office needs to review, and how to keep findings attached to the right unit.
Read the guide →Keep the history with the equipment
Unit tags, nameplates, repeat visits, open repairs and seasonal agreement work.
Read the guide →Keep track of the maintenance you owe
A two-unit agreement with unfinished spring work, a summer booking, and a separate repair decision.
Read the guide →Change the schedule without losing the PM work
A two-tech maintenance visit interrupted by a reactive call, with the handoff and remaining work made explicit.
Read the guide →Follow the repair past the report
A finding, an accepted quote and an unscheduled return, with an editable repair register.
Read the guide →Turn the finding into a clear repair quote
Work through scope, assumptions, exclusions and customer approval with a fictional commercial repair.
Read the guide →Find what is holding up the invoice
A readiness ledger for missing hours, materials, scope and customer references, with an owner for each hold.
Read the guide →Test the app without reception
What stays on the phone, what needs a connection, and how to check that the office received the work.
Read the guide →Choosing or switching software
Choose commercial HVAC service software
Bring your PM visit and reactive call to the demo. Evaluate the work from dispatch through paperwork.
Read the guide →Choose software your small shop can run
A responsibility card and trial ledger for the working owner, office and crew.
Read the guide →Compare systems with the same test
Official product sources and a practical demo script for BoltWright, Jobber, Housecall Pro, ServiceTitan, BuildOps, ServiceTrade and ServiceBox.
Read the guide →When to look beyond Jobber
Decide whether to stay, then check which commercial records must survive a move.
Read the guide →When to look beyond Housecall Pro
Compare saved job information with new offline capture, then follow the agreement and repair.
Read the guide →Switch without losing useful history
Export a sample, map the records, run a small trial, and reconcile before the whole shop moves.
Read the guide →