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
✓Review work order and customer history before leaving the shop
✓Text the customer your ETA and name when 15 minutes out
✓Arrive on time, put on boot covers, introduce yourself
Ask the homeowner to describe the problem — listen fully before diagnosing
Inspect the system — thermostat, filter, electrical connections, refrigerant levels
Explain the diagnosis in plain language and present repair options with pricing
3 of 8 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

Start free. Upgrade when you're ready for team sharing and tracking.

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  • Unlimited procedures
  • All templates
  • PDF export
  • Works offline
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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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Cancel anytime. Your procedures stay yours even if you downgrade.

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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