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Site Survey & Asset Register — $49

Writer: Brendon Tracy
Brendon Tracy
Aug 15
1 min read

Updated: Aug 24

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 Google Sheets system with Site Survey, Asset Register, Access & Risk, PM Baseline, Proposal Inputs, Recovery Guide, Controls, and Read Me; stable Site IDs and Asset IDs; visible verification/freshness states; and structured proposal inputs for human review.

What it does not do: it is not dispatch or estimating software, a CMMS/FSM replacement, OEM documentation, code authority, site-safety procedure, or autonomous pricing/proposal software. It does not authorize pricing, access, maintenance intervals, engineering decisions, or code conclusions.

Available now for $49 one-time on Etsy. Use the button below to purchase the current digital release. Before relying on it for a real site, replace example/demo information with verified site facts and keep unknown or unverified equipment, access, PM, and proposal inputs explicitly unresolved.

Compare before buying

This is intentionally a narrow tool, not the only option in this category. Before buying, compare the serious full-platform and lower-cost alternatives. If another tool already solves the job you actually need, use it instead.


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