Free for HVAC Contractors โ€” Louisiana & Wisconsin

Tools That Work as Hard
as You Do

Free financial templates built for HVAC contractors and trades businesses in Louisiana and Wisconsin. No fluff, no generic advice โ€” just tools that apply to your actual operation.

Free Download: 90-Day HVAC Cash Flow Planner

The same cash flow framework we build for clients. Enter your revenue, fixed costs, and seasonal estimates and it models your Base, Best, and Worst case for the next 90 days.

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Calculators & Worksheets

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Calculator

Break-Even Revenue Per Truck

Find out exactly how much revenue each van needs to generate before it starts actually making you money. Factors in tech pay, fuel, insurance, and overhead allocation.

What's inside Enter your fixed and variable costs. Get your break-even number per truck per month, per week, and per job.
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Calculator

True Labor Cost Calculator

Your tech's pay rate isn't their cost to you. This calculator adds burden โ€” taxes, benefits, workers comp, training โ€” to show you the real per-hour cost before you price the next job.

What's inside Hourly rate input + full burden rate build-out. Output: true cost per hour and recommended bill rate for your target margin.
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Template

Job Costing Worksheet

Track labor, materials, sub-contractor costs, and overhead against your estimate on every job. Built for service calls and installs separately so the numbers stay clean.

What's inside Pre-built categories for HVAC job types. Estimate vs. actual comparison. Gross margin per job calculated automatically.

Guides & Reading

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Guide

What Your Bookkeeper Should Be Doing (But Isn't)

Most trades businesses are overpaying for data entry and underpaying for financial strategy. This guide breaks down what a bookkeeper at the right level should actually deliver monthly.

What's inside The 3 things every HVAC bookkeeper should be doing that most aren't โ€” with a checklist you can use to evaluate your current setup.
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Checklist

HVAC Slow-Season Cash Survival Checklist

Practical steps to take before the slow months arrive so cash flow doesn't become a crisis.

What's inside 6-step seasonal cash prep checklist, payment acceleration tactics, and expense review framework.

Ready to Get Your Books Under Control?

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