Commercial HVAC Site Survey & Asset Register

Build a clean commercial HVAC site baseline before proposal work or a full FSM/CMMS rollout.

Capture site records, equipment assets, access/risk evidence, PM baselines and proposal inputs in one portable Google Sheets workflow with stable IDs, visible verification states and recovery guidance.

Best for: small commercial HVAC contractors, maintenance sales reps and owner-operators who need a disciplined survey and asset-record system without buying a full operating platform.

Boundary: this is not dispatch software, estimating authority, OEM/code guidance or a substitute for site safety procedures and qualified judgment.

Version status — September 29, 2026: customer fulfillment remains v3.9. The strongest private R&D successor is v3.18 — Migration Context Revalidation. v3.18 is not yet the file delivered with purchase; real-user accessibility, real production-to-successor migration/support burden and buyer/WTP evidence remain open.

Current MethodStead product status — September 2026Customer fulfillment version: v3.9Current private R&D frontier: v3.19 — AI Capture Staging.The private frontier adds optional, non-authoritative AI/OCR proposal staging with source evidence, confidence, explicit human review/correction, review date, and manual transfer only. It does not silently overwrite the Asset Register. The private frontier is not yet the file delivered with a purchase; customer fulfillment remains v3.9 while successor validation and real-user evidence continue.

Current MethodStead product status — September 2026 Customer fulfillment version: v3.9 Current private R&D frontier: v3.19 — AI Capture Staging. The private frontier is not yet the file delivered with a purchase. It remains under successor validation, real-user evidence, and production-handoff controls before customer fulfillment changes.