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Operating system · Trades & Home Services

Build an HVAC shop where service calls and maintenance agreements pay like installs — the plan, the playbooks, and the numbers already worked out.

The complete operating system for a residential HVAC service and replacement business. It answers what most new owners get wrong: they price the truck roll and the repair too cheap and treat the recurring maintenance-agreement engine as a footnote — when service, repair, and agreements are where the margin and the resale value actually live.

What's inside

A banker-grade business plan covering the credential and compliance spine generic guides skip — EPA Section 608 (Type I/II/III/Universal, non-expiring), the ~40-state contractor-license decision tree (qualifying individual, exam hours, license bond), and the 2026 A2L refrigerant transition from R-410A to R-32/R-454B under the AIM Act.
An editable Excel financial model — real, changeable assumptions (the three-line margin split of service/repair vs. install vs. maintenance agreements, van utilization and route density, the recurring agreement base), not a static PDF.
Up to 17 operations playbooks — truck-stock inventory for A2L parts, manufacturer dealer-program leads and co-op dollars (Trane, Carrier, Lennox, Goodman), the service-tech-to-selling-tech revenue jump, and holding callback rate under 5%.

Who it's for

Built for the HVAC tech going out on their own — the owner-operator scaling from one van to a route-dense 1-to-4-truck shop. Delivered instantly at checkout; single-buyer license. Editions differ by how many playbooks are included — compare the tiers below.

Choose your edition

EditionWhat's includedPrice
Starter Business plan + financial model + essential playbooks $149 Buy Starter
StandardMost popular Plan + model + all 12 core operations playbooks $299 Buy Standard
Premium Plan + model + all 17 playbooks (core + growth & scale) $499 Buy Premium

Please read before purchasing. This product is an informational and educational operating system — a research-grounded business plan, operations playbooks, and an editable financial model. It is not legal, tax, accounting, financial, or investment advice, and using it does not create a professional-client relationship. Bytell Press does not guarantee any specific business, funding, or financial outcome. You are responsible for your own decisions and for consulting a qualified professional licensed in your jurisdiction before acting.