Name: SGL HVAC — Complete One-Time Business Toolkit
SKU: SGL-HVAC-ALLINONE
Price: 99.0 USD
Availability: InStock

SGL HVAC — Complete One-Time Business Toolkit

$99.00

Digital product · no physical shipping. Check the description for exact contents and delivery. One-time purchases and monthly cloud subscriptions have different access and billing terms.

Questions? Download and account support.

Get the complete HVAC toolkit for $99 once

Comparable individual products at current listed prices: Starter Office Kit $19 + Proposal Builder $29 + Business OS $49 + Growth OS $59 = $156.

The complete toolkit costs $57 less than buying those four products separately. It is a one-time digital purchase, not a cloud subscription.

Try the free HVAC pricing calculator first if you prefer. Check the included-files list and compatibility details below before purchasing.

Service Growth Lab · Real tools for real operators.

HVAC Complete One-Time Toolkit

One organized business toolkit, designed for heating and cooling service professionals. Independently available products remain available separately.

Everything included in your download

One downloadable ZIP with two editable spreadsheet operating workbooks (Business OS and Growth OS) and 17 editable Word business documents, plus setup guidance. The workbooks cover quoting and estimated job margin, contacts and leads, jobs, invoicing/receivables, expenses and business performance, while growth planning covers follow-up, referrals, marketing and opportunities.

The editable document library supports estimates, proposals, work authorizations, crew job instructions, invoicing, completion records and customer follow-up. Organize files using matching customer and job details; they do not automatically synchronize.

Built around HVAC work

Use the toolkit to manage heating and cooling diagnostics, tune-ups, equipment replacement estimates and maintenance visits. Adjust estimates for service-call labor, equipment, refrigerant/material allowances and seasonal follow-ups using your own business costs and service assumptions.

How an owner can use this system

Record a new inquiry and calculate a quote from actual job inputs.
Customize the estimate or three-tier proposal and document the agreed scope.
Track work, customer information, expenses and amounts due.
Review job profitability, request appropriate feedback and plan repeat business.

License: The standard one-time edition is for a single business. Agency or white-label redistribution rights are separate; see license terms.

See individual HVAC tools if you need only one part of the complete system.

One-time purchase means no cloud subscription

These are standalone downloadable workbooks and editable documents. No live database synchronization, cloud seat, automatic email/SMS, payment processing, legally verified e-signature or tax filing is included. Those are separate hosted services, not part of this one-time product.

Browse individual HVAC products

Delivery: After purchase, the downloadable ZIP is provided through Shopify Digital Products. The purchase is one-time, not a monthly cloud subscription.

SGL business education · Included free

Learn the HVAC workflow before you quote

Explore practical industry-specific guidance for equipment records, diagnostic service calls, approved repairs and maintenance follow-up. Keep make, model, serial number, reported symptoms, service findings, parts and separately authorized repairs together.

Read the free HVAC estimating guide

Browse the SGL business guides and educational articles · All business resources

Will this HVAC business toolkit fit my jobs? What should I prepare?

Real-world use cases: Heating and cooling diagnostics, seasonal service and maintenance follow-up. Record equipment make and model, issue reported, diagnostic findings, visit type, component allowances and separately authorized repairs.

Before using the files: Collect actual customer and site details, scope, travel and labor estimates, materials, equipment, taxes and payment terms. Compare your estimate against actual completion costs and revise assumptions for later jobs. The files support business administration; they do not independently validate code, safety, licensing or local contract terms.

Start small if you prefer: Try the HVAC pricing and profit calculator and read the HVAC estimating guide. This is the $99 complete one-time toolkit. The linked calculator is also available separately, and no recurring cloud subscription is included.

FIND YOUR FIT · SERVICE GROWTH LAB

Compare HVAC products

See what each option is designed to do, which jobs it helps with, and what to choose next.

Swipe or scroll to compare

OPTION 1

Pricing & Profit

$0.00

Calculator

BEST FOR: Owners who want to price a job before they quote it.
MAIN USE: Build cost-aware quotes and see estimated profit.
KEY FEATURES: Service quantities, labor, materials, overhead and quote calculations.
HVAC EXAMPLE: Check pricing for heating and cooling service, diagnostics and maintenance

View product

OPTION 2

Starter Office Kit

$19.00

Editable documents

BEST FOR: New and growing operators who need polished customer paperwork.
MAIN USE: Create repeatable documents from estimate to job completion.
KEY FEATURES: Ten editable documents including estimates, invoices, scopes and work orders.
HVAC EXAMPLE: Prepare paperwork for heating and cooling service, diagnostics and maintenance

View product

OPTION 3

Three-Tier Proposals

$29.00

Proposal builder

BEST FOR: Teams who want customers to compare clearly defined offers.
MAIN USE: Present three scope and pricing choices in a proposal.
KEY FEATURES: Editable offer tiers, included work, exclusions and customer-facing presentation.
HVAC EXAMPLE: Present package choices for heating and cooling service, diagnostics and maintenance

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OPTION 4

Business OS

$49.00

Business operating system

BEST FOR: Operators who need a more organized day-to-day workflow.
MAIN USE: Connect customers, jobs, estimates and financial records.
KEY FEATURES: Job tracking, customer records, estimates, invoices and profitability tools.
HVAC EXAMPLE: Track operations for heating and cooling service, diagnostics and maintenance

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OPTION 5

Growth OS

$59.00

Growth operating system

BEST FOR: Businesses building repeat work and stronger follow-up.
MAIN USE: Organize retention, campaigns and referral opportunities.
KEY FEATURES: Follow-up plans, review requests, referral workflows and reactivation.
HVAC EXAMPLE: Plan the next customer touch after heating and cooling service, diagnostics and maintenance

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OPTION 6 YOU'RE VIEWING

Complete Toolkit

$99.00

One-time business toolkit

BEST FOR: Owners who want a coordinated set instead of separate tools.
MAIN USE: Bring quoting, paperwork, operations and growth tools together.
KEY FEATURES: Industry-specific components packaged as one toolkit; see included files on its page.
HVAC EXAMPLE: Run a more connected workflow for heating and cooling service, diagnostics and maintenance

Current product

Compare options based on your workflow. Each linked product has its own details and included deliverables.