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Solo HVAC Office OS — $79

Writer: Brendon Tracy
Brendon Tracy
Aug 15
1 min read

Updated: Aug 24

Run the office side of a solo or very small HVAC business from one linked, portable Google Sheets 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, Customers, Properties, Systems, Jobs, Follow Up, Recommendations, Payments, Communications, Photo Evidence, controls, recovery, and relationship audits using stable IDs designed to remain portable if you later migrate to larger software.

It is not accounting software, a bank reconciliation tool, payment processor, legal/privacy certification, or autonomous communications platform. It does not contact customers, collect money, change permissions, authorize pricing, or make commitments for you.

Available now for $79 one-time on Etsy. Use the button below to purchase the current digital release. Before live use, replace example records with your own business data and protect customer information and sharing permissions according to your business requirements.

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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