Which MethodStead HVAC Tool Fits Your HVAC Business?
Updated: 13 minutes ago
If you run a small HVAC business, the right tool depends on the job you are trying to control—not on buying the biggest system. MethodStead HVAC currently offers four focused spreadsheet-based workflow tools, each built for a different operating problem.
Site Survey & Asset Register — $49
Choose this when your problem is turning an unfamiliar commercial site into a structured equipment and access baseline. It is designed for site surveys, asset registers, access/risk notes, PM baselines, and proposal inputs. It is not dispatch, estimating, engineering, code authority, or a full CMMS/FSM.
Solo HVAC Office OS — $79
Choose this when your problem is keeping leads, customers, properties, systems, jobs, follow-up, recommendations, payments, communications, and photo records linked together without moving immediately into a full CRM/FSM platform. It is not accounting software, a payment processor, or an autonomous customer-communications system.
Flat-Rate Pricebook & Margin Guard — $39
Choose this when your problem is making pricing assumptions visible and maintaining a controllable flat-rate pricebook from your own labor, overhead, materials, and direct costs. It includes freshness and margin checks but does not replace accounting, tax advice, supplier feeds, or owner pricing judgment.
Membership Economics & Renewal OS — $49
Choose this when your problem is designing or operating service agreements with clearer profitability, benefits, renewals, capacity, and seasonality. It does not charge cards, send renewals, execute refunds, or serve as a legal service agreement.
Choose the tool that matches your job
Open the matching product page to see the exact scope, boundaries, current price, and Etsy purchase link. If none of these solves the problem you actually have, do not buy one just because it is available.
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