Built for HVAC companies with 10–30 technicians

Your tech shows up to a no-heat call.
Do they handle it the way you would?

Write down how a service call should go. Share a link with your techs. They follow the steps on their phone at the job site instead of calling you.

Start with HVAC procedures

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ActiveHVAC Service Call Procedure
✓Pull the last service ticket and confirm equipment make, model, age, and refrigerant type
✓Confirm truck inventory: gauges, leak detector, capacitor, contactor, multimeter
✓Text the customer your name and a 15-minute ETA from the truck
Park clear of the driveway, introduce yourself by name and company at the door
Ask the homeowner what's happening and when it started
Run a standard diagnostic: thermostat call, filter, blower amp draw, capacitor, contactor, refrigerant pressures
3 of 10 steps complete

Sound familiar?

You send a tech to a no-heat call and they skip the filter check, don't measure superheat, or forget to explain the repair options before starting work. The homeowner calls you unhappy.

New hires shadow a senior tech for a week and then they're on their own. They don't run calls the same way, and the quality depends on who trained them.

Maintenance visits are supposed to follow a checklist — inspect, clean, test, document. Half the time your techs cut corners because nothing is written down.

Your phone rings all day: "What's the superheat target on this unit?" "Should I recommend a replacement?" "The customer wants a second opinion." The answers live in your head.

Write it once. Your techs follow it every time.

1

Write your process

Pick a job your techs do every day — a service call, a maintenance visit, an install. Break it into clear steps.

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2

Share with your techs

Send them a link. They open it on their phone at the job site — no app to download, no account to create.

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3

Every call, same standard

Your techs check off each step as they go. You see who finished what without riding along or calling to check.

Simple pricing

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Pro

$39/mo
  • Everything in Free
  • Describe the task, get ready-to-use steps
  • Team access — share via link
  • See who completed what and when
  • Morning digest email
  • Assign procedures with due dates
  • Unlimited team members
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Common questions

How do I get my HVAC techs to follow procedures without calling me?

Write down how a service call should go step by step, then share a link with your techs. They open it on their phone at the job site and run through each step as a checklist. WithoutMe tracks who completed what so you know every call was handled right without riding along.

What procedures should an HVAC company have documented?

At minimum: service call walkthrough, preventive maintenance checklist, new technician onboarding, emergency dispatch procedure, and customer follow-up. Start with whatever procedure your techs ask about most often or whatever generates the most callbacks.

How much does WithoutMe cost for an HVAC business?

Free for unlimited procedures, templates, and PDF export. Pro is $39 per month flat for team sharing, completion tracking, daily digest email, and task assignments. No per-seat fees — share with your whole crew for one price. Calculate what crew inconsistency costs you.

Every service call should go the way you'd run it yourself.

Your first procedure takes about three minutes.

Start with HVAC procedures

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