---
title: "HVAC Resources & Guides for Contractors | FieldCamp"
url: "https://fieldcamp.ai/resources/hvac/"
date: "2026-07-10T00:00:00.000Z"
modified: "2026-07-19T00:00:00.000Z"
type: "WebPage"
resource: "https://fieldcamp.ai/resources/hvac/"
timestamp: "2026-11-11T20:29:03.439Z"
author:
  name: "FieldCamp Team"
word_count: 2175
reading_time: "11 min read"
summary: "Featured resources The same shared pool the HVAC articles link to — email-gated downloads, and free calculators that open straight away. 37 resources …"
description: "Explore HVAC resources, guides, and insights to streamline field service operations, improve scheduling, and grow your HVAC business with FieldCamp."
language: "en"
---
## Featured resources

The same shared pool the HVAC articles link to — email-gated downloads, and free calculators that open straight away.

37 resources

All Calculators Software & buying Pricing & profit Marketing & growth Running the business 

All types Scorecard Checklist Template Playbook Prompt pack Calculator 

![HVAC CRM Comparison Pack](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR01-hvac-crm-comparison-pack.png&w=1920&q=75)

Scorecard

Software & buying · R01

### HVAC CRM Comparison Pack

Shortlist, record-model table and FAQ sheet.

[Download →](# "Download →")

Scorecard · 2-page PDF · free with your email

Download the scorecard

* CRM shortlist for HVAC operators
* Record-model comparison table
* Migration FAQ ready for leadership
* Printable 2-page decision pack

![HVAC Consolidation Map](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR02-hvac-consolidation-map.png&w=1920&q=75)

Template

Software & buying · R02

### HVAC Consolidation Map

Bolted stack vs one platform, collapse/stay map and TCO worksheet.

[Download →](# "Download →")

Template · 1-page PDF · free with your email

Download the template

* Bolted stack vs one platform map
* Collapse / stay decision grid
* TCO worksheet included
* Share with ops in one sitting

![FieldCamp MCP Prompt Pack](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR03-fieldcamp-mcp-prompt-pack.png&w=1920&q=75)

Prompt pack

Running the business · R03

### FieldCamp MCP Prompt Pack

Verified MCP scope map and copy-paste operations prompts.

[Download →](# "Download →")

Prompt pack · 1-page PDF · free with your email

Download the prompt pack

* Verified FieldCamp MCP scope
* Copy-paste ops prompts
* No unsupported billing claims
* Ready for team paste into ChatGPT

![HVAC CRM Migration Checklist](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR04-hvac-crm-migration-checklist.png&w=1920&q=75)

Checklist

Software & buying · R04

### HVAC CRM Migration Checklist

Timing, record chain, pre-export and cutover checklist.

[Download →](# "Download →")

Checklist · 1-page PDF · free with your email

Download the checklist

* Timing + cutover checklist
* Record chain pre-export steps
* Risk flags before go-live
* Operator-friendly language

![HVAC Inspection Checklist PDF](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR05-hvac-inspection-checklist-pdf.png&w=1920&q=75)

Checklist

Running the business · R05

### HVAC Inspection Checklist PDF

Existing printable HVAC inspection checklists.

[Download →](# "Download →")

Checklist · 3-page PDF · free with your email

Download the checklist

* Printable inspection checklists
* Field-ready PDF format
* Reuse across truck stock
* Existing live Drive asset

![HVAC Advertising PDF](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR06-hvac-advertising-pdf.png&w=1920&q=75)

Template

Marketing & growth · R06

### HVAC Advertising PDF

Existing downloadable HVAC advertising resource.

[Download →](# "Download →")

Template · 5-page PDF · free with your email

Download the template

* HVAC advertising resource pack
* Campaign-ready structure
* Share with marketing lead
* Existing live Drive asset

![HVAC SEO Checklist PDF](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR07-hvac-seo-checklist-pdf.png&w=1920&q=75)

Checklist

Marketing & growth · R07

### HVAC SEO Checklist PDF

Existing downloadable HVAC SEO audit checklist.

[Download →](# "Download →")

Checklist · 1-page PDF · free with your email

Download the checklist

* SEO audit checklist for HVAC
* On-page + local coverage
* Prioritized fixes
* Existing live Drive asset

![HVAC Business Startup Checklist](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR08-hvac-business-startup-checklist.png&w=1920&q=75)

Checklist

Running the business · R08

### HVAC Business Startup Checklist

Existing printable 12-step HVAC startup checklist.

[Download →](# "Download →")

Checklist · 2-page PDF · free with your email

Download the checklist

* 12-step startup checklist
* License → marketing sequence
* Printable planning sheet
* Existing live Drive asset

![HVAC Estimate Template](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR09-hvac-estimate-template.png&w=1920&q=75)

Template

Running the business · R09

### HVAC Estimate Template

Existing form-delivered editable HVAC estimate template.

[Open tool →](https://fieldcamp.ai/hvac-software/estimate-template/ "Open tool →")

Template · opens in your browser, nothing to download

Download the template

* Editable estimate template
* Form-delivered download
* Brandable for your shop
* Opens existing tool page

![HVAC Invoice Template](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR10-hvac-invoice-template.png&w=1920&q=75)

Template

Running the business · R10

### HVAC Invoice Template

Existing form-delivered editable HVAC invoice template.

[Open tool →](https://fieldcamp.ai/hvac-software/invoice-template/ "Open tool →")

Template · opens in your browser, nothing to download

Download the template

* Editable invoice template
* Form-delivered download
* Matches estimate format
* Opens existing tool page

![Profit Margin Calculator](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR11-profit-margin-calculator.png&w=1920&q=75)

Calculator

Calculators · R11

### Profit Margin Calculator

Existing interactive profit margin calculator.

[Open tool →](https://fieldcamp.ai/free-tools/profit-margin-calculator/ "Open tool →")

Calculator · opens in your browser, nothing to download

Download the calculator

* Interactive margin calculator
* Instant on-page results
* No email gate on tool
* Opens free-tools page

![CFM Calculator](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR12-cfm-calculator.png&w=1920&q=75)

Calculator

Calculators · R12

### CFM Calculator

Existing interactive airflow calculator.

[Open tool →](https://fieldcamp.ai/hvac-software/cfm-calculator/ "Open tool →")

Calculator · opens in your browser, nothing to download

Download the calculator

* CFM airflow calculator
* Field formulas built in
* Instant results
* Opens HVAC tool page

![Duct Calculator](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR13-duct-calculator.png&w=1920&q=75)

Calculator

Calculators · R13

### Duct Calculator

Existing interactive duct-sizing calculator.

[Open tool →](https://fieldcamp.ai/hvac-software/duct-calculator/ "Open tool →")

Calculator · opens in your browser, nothing to download

Download the calculator

* Duct sizing calculator
* Inputs → result in one flow
* Assumptions shown clearly
* Opens HVAC tool page

![HVAC Load Calculator](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR14-hvac-load-calculator.png&w=1920&q=75)

Calculator

Calculators · R14

### HVAC Load Calculator

Existing interactive HVAC sizing calculator.

[Open tool →](https://fieldcamp.ai/hvac-software/load-calculator/ "Open tool →")

Calculator · opens in your browser, nothing to download

Download the calculator

* Load / sizing calculator
* BTU and tonnage output
* Shareable result path
* Opens HVAC tool page

![HVAC Software Buyer's Scorecard](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR15-hvac-software-buyers-scorecard.png&w=1920&q=75)

Scorecard

Software & buying · R15

### HVAC Software Buyer’s Scorecard

11-platform operating-model matrix and evidence-based demo scorecard.

[Download →](# "Download →")

Scorecard · 2-page PDF · free with your email

Download the scorecard

* 11-platform operating matrix
* Evidence-based demo scorecard
* Weights you can edit
* Ready before vendor calls

![HVAC Maintenance Plan Builder](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR16-hvac-maintenance-plan-builder.png&w=1920&q=75)

Template

Pricing & profit · R16

### HVAC Maintenance Plan Builder

Plan tiers, cadence, price, renewal and margin workbook.

[Download →](# "Download →")

Template · 1-page PDF · free with your email

Download the template

* Plan tiers + cadence builder
* Price and renewal worksheet
* Margin view per plan
* Owner-ready in one pass

![HVAC Valuation Worksheet](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR17-hvac-valuation-worksheet.png&w=1920&q=75)

Template

Pricing & profit · R17

### HVAC Valuation Worksheet

Three valuation methods, normalization and due-diligence checklist.

[Download →](# "Download →")

Template · 2-page PDF · free with your email

Download the template

* Three valuation methods
* Normalization worksheet
* Due-diligence checklist
* Buyer / seller shareable

![HVAC Bid & Markup Workbook](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR18-hvac-bid-markup-workbook.png&w=1920&q=75)

Template

Pricing & profit · R18

### HVAC Bid & Markup Workbook

Labor, materials, overhead, margin and follow-up workbook.

[Download →](# "Download →")

Template · 1-page PDF · free with your email

Download the template

* Labor + materials markup
* Overhead and margin lines
* Follow-up tracker
* Bid-ready workbook

![HVAC Insurance Coverage Checklist](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR19-hvac-insurance-coverage-checklist.png&w=1920&q=75)

Checklist

Running the business · R19

### HVAC Insurance Coverage Checklist

Coverage, limits, certificates, renewals and broker questions.

[Download →](# "Download →")

Checklist · 2-page PDF · free with your email

Download the checklist

* Coverage + limits checklist
* Certificate tracker
* Broker question list
* Renewal calendar ready

![HVAC Pricing Workbook](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR20-hvac-pricing-workbook.png&w=1920&q=75)

Template

Pricing & profit · R20

### HVAC Pricing Workbook

Loaded labor, overhead, markup and true-cost worksheet.

[Download →](# "Download →")

Template · 1-page PDF · free with your email

Download the template

* Loaded labor true-cost sheet
* Overhead allocation
* Markup calculator
* Price with confidence

![HVAC License Renewal Tracker](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR21-hvac-license-renewal-tracker.png&w=1920&q=75)

Checklist

Running the business · R21

### HVAC License Renewal Tracker

State, employee, license, expiry, CE and renewal-owner tracker.

[Download →](# "Download →")

Checklist · 2-page PDF · free with your email

Download the checklist

* License + CE tracker
* Expiry owner columns
* State-by-state rows
* No surprises at renewal

![HVAC ERP Decision Scorecard](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR22-hvac-erp-decision-scorecard.png&w=1920&q=75)

Scorecard

Software & buying · R22

### HVAC ERP Decision Scorecard

ERP-vs-FSM decision tree, shortlist and implementation questions.

[Download →](# "Download →")

Scorecard · 2-page PDF · free with your email

Download the scorecard

* ERP vs FSM decision tree
* Shortlist + impl questions
* Avoid overbuying ERP
* Leadership-ready pack

![HVAC Margin Health-Check](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR23-hvac-margin-health-check.png&w=1920&q=75)

Template

Pricing & profit · R23

### HVAC Margin Health-Check

Benchmark context, job-type worksheet and margin-leak diagnosis.

[Download →](# "Download →")

Template · 1-page PDF · free with your email

Download the template

* Job-type margin worksheet
* Benchmark context
* Leak diagnosis prompts
* Fix the soft spots first

![HVAC CFM Field Cheat Sheet](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR24-hvac-cfm-field-cheat-sheet.png&w=1920&q=75)

Template

Running the business · R24

### HVAC CFM Field Cheat Sheet

Four formulas, room context, conversions and field-measurement checks.

[Download →](# "Download →")

Template · 2-page PDF · free with your email

Download the template

* Four CFM formulas
* Room context + conversions
* Field measurement checks
* Truck-seat cheat sheet

![Manual J Input Checklist](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR25-manual-j-input-checklist.png&w=1920&q=75)

Checklist

Running the business · R25

### Manual J Input Checklist

Envelope, orientation, occupancy, infiltration and design inputs.

[Download →](# "Download →")

Checklist · 2-page PDF · free with your email

Download the checklist

* Manual J input checklist
* Envelope + orientation
* Occupancy + infiltration
* Design-day ready

![HVAC Lead ROI Tracker](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR26-hvac-lead-roi-tracker.png&w=1920&q=75)

Template

Marketing & growth · R26

### HVAC Lead ROI Tracker

Source, spend, leads, booked/sold jobs, CAC and ROAS workbook.

[Download →](# "Download →")

Template · 2-page PDF · free with your email

Download the template

* Source → CAC → ROAS tracker
* Booked / sold job columns
* Monthly spend view
* Kill weak channels fast

![HVAC Invoicing Comparison Pack](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR27-hvac-invoicing-comparison-pack.png&w=1920&q=75)

Scorecard

Software & buying · R27

### HVAC Invoicing Comparison Pack

10-platform billing matrix, workflow test and FAQ.

[Download →](# "Download →")

Scorecard · 2-page PDF · free with your email

Download the scorecard

* 10-platform billing matrix
* Workflow test script
* FAQ for ops + finance
* Demo-ready comparison

![Peak-Season HVAC Dispatch Playbook](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR28-peak-season-hvac-dispatch-playbook.png&w=1920&q=75)

Playbook

Running the business · R28

### Peak-Season HVAC Dispatch Playbook

Triage, SLA, emergency reshuffle and surge-staffing playbook.

[Download →](# "Download →")

Playbook · 1-page PDF · free with your email

Download the playbook

* Peak-season triage rules
* SLA + emergency reshuffle
* Surge staffing playbook
* Dispatch board ready

![HVAC Scheduling Comparison Pack](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR29-hvac-scheduling-comparison-pack.png&w=1920&q=75)

Scorecard

Software & buying · R29

### HVAC Scheduling Comparison Pack

10-platform scheduling matrix plus board and emergency tests.

[Download →](# "Download →")

Scorecard · 2-page PDF · free with your email

Download the scorecard

* 10-platform scheduling matrix
* Board + emergency tests
* Compare before you buy
* Ops-lead friendly

![HVAC Compensation Benchmark Sheet](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR30-hvac-compensation-benchmark-sheet.png&w=1920&q=75)

Template

Running the business · R30

### HVAC Compensation Benchmark Sheet

State, experience, specialty, base, benefits and incentives worksheet.

[Download →](# "Download →")

Template · 2-page PDF · free with your email

Download the template

* Comp by state + specialty
* Base / benefits / incentives
* Benchmark worksheet
* Hire without guessing

![HVAC Company Naming Workbook](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR31-hvac-company-naming-workbook.png&w=1920&q=75)

Template

Marketing & growth · R31

### HVAC Company Naming Workbook

Naming framework, starter bank and domain/trademark checks.

[Download →](# "Download →")

Template · 2-page PDF · free with your email

Download the template

* Naming framework
* Starter name bank
* Domain + trademark checks
* Brand before you print trucks

![12-Month HVAC Marketing Plan](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR32-12-month-hvac-marketing-plan.png&w=1920&q=75)

Playbook

Marketing & growth · R32

### 12-Month HVAC Marketing Plan

SEO, paid, reviews, email, referrals and seasonal campaign planner.

[Download →](# "Download →")

Playbook · 2-page PDF · free with your email

Download the playbook

* 12-month marketing plan
* SEO, paid, reviews, email
* Seasonal campaign planner
* One sheet for the year

![HVAC Apps Shortlist](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR33-hvac-apps-shortlist.png&w=1920&q=75)

Scorecard

Software & buying · R33

### HVAC Apps Shortlist

20-app matrix by office, field, diagnostic and offline role.

[Download →](# "Download →")

Scorecard · 2-page PDF · free with your email

Download the scorecard

* 20-app shortlist matrix
* Office / field / diagnostic
* Offline role coverage
* Cut tool sprawl

![HVAC AI Operations Prompt Pack](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR34-hvac-ai-operations-prompt-pack.png&w=1920&q=75)

Prompt pack

Running the business · R34

### HVAC AI Operations Prompt Pack

22 prompts across support, estimating, scheduling and scoped MCP operations.

[Download →](# "Download →")

Prompt pack · 3-page PDF · free with your email

Download the prompt pack

* 22 ops prompts
* Support → estimating → schedule
* Scoped MCP operations
* Paste and run today

![ACH Calculator](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR39-ach-calculator.png&w=1920&q=75)

Calculator

Calculators · R39

### ACH Calculator

Existing interactive air-changes-per-hour calculator.

[Open tool →](https://fieldcamp.ai/hvac-software/air-changes-per-hour-calculator/ "Open tool →")

Calculator · opens in your browser, nothing to download

Download the calculator

* ACH calculator
* Instant on-page result
* No email gate
* Opens HVAC tool page

![Service Pricing Calculator](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR40-service-pricing-calculator.png&w=1920&q=75)

Calculator

Calculators · R40

### Service Pricing Calculator

Existing interactive service-pricing calculator.

[Open tool →](https://fieldcamp.ai/service-price-calculator/ "Open tool →")

Calculator · opens in your browser, nothing to download

Download the calculator

* Service pricing calculator
* Instant on-page result
* No email gate
* Opens free-tools page

![Labor Cost Calculator](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FR41-labor-cost-calculator.png&w=1920&q=75)

Calculator

Calculators · R41

### Labor Cost Calculator

Existing interactive loaded-labor calculator.

[Open tool →](https://fieldcamp.ai/labor-cost-calculator/ "Open tool →")

Calculator · opens in your browser, nothing to download

Download the calculator

* Labor cost calculator
* Loaded labor view
* No email gate
* Opens free-tools page

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