Products

A practical HVAC pricebook audit for small shops: verify loaded labor, current costs, overhead, gross margin, member discounts, after-hours logic, callback risk, diagnostic floors, and stale-row controls before technicians rely on the numbers.

MethodStead HVAC builds focused spreadsheet-based workflow tools for small HVAC businesses that want more operational discipline without immediately taking on the cost and complexity of a full software platform. Current products: Site Survey & Asset Register — $49 one-time; Solo HVAC Office OS — $79 one-time; Flat-Rate Pricebook & Margin Guard — $39 one-time; Membership Economics & Renewal OS — $49 one-time. Each system is editable, portable, built around visible assumptions

Design and operate HVAC membership plans with transparent economics, benefit controls, renewal tracking, and visit-capacity planning—without requiring a full field-service subscription. Best fit: solo and small HVAC contractors who want spreadsheet-level control over membership profitability, service obligations, renewals, and capacity before adopting or alongside a larger FSM platform. What you get: editable Inputs, Plan Designer, Renewal Tracker, Capacity Planner, Benefit M

Build and maintain a transparent HVAC service pricebook from your own labor, overhead, material, and direct-cost inputs, with a margin guard that exposes underpriced or stale rows before they are treated as ready. Best fit: small HVAC owner-operators and service businesses that want spreadsheet-level control over flat-rate pricing economics without committing to a full field-service pricebook platform. What you get: editable Inputs, Pricebook, Category Map, Margin Guard, Reco

Run the office side of a solo or very small HVAC business from one linked, portable spreadsheet-based workflow system for lead intake, customer/property/equipment/job history, follow-up, recommendations, payment evidence, communications, and photo records. Best fit: solo and very small HVAC businesses that need more structure than loose spreadsheets but do not yet need—or do not want—the cost and complexity of a full FSM/CRM platform. The system links Leads & Intake, Customer

Turn an unfamiliar commercial HVAC site into a structured, usable baseline for equipment, access risk, preventive-maintenance planning, and proposal preparation—without forcing a full software subscription. Best fit: small commercial HVAC contractors, maintenance sales reps, and owner-operators who need a disciplined field-to-office workflow before or alongside a full FSM/CMMS. What you get: an editable workbook with Site Survey, Asset Register, Access & Risk, PM Baseline, Pr