Library

Every move, template, tool and software fit we've published, in one place. Search it, or filter by type, topic or trade.

  • Template

    HVAC Maintenance Agreement Template (Free, Copy and Paste)

    Use this template to put an HVAC maintenance plan in writing. It covers what each visit includes, what members get, the price, how renewal and cancellation work, and what the plan does not cover. Have your attorney review it before you use it.

  • Free tool

    HVAC Maintenance Agreement Pricing Calculator

    Enter how many visits the plan includes, the time and parts each visit takes, your break-even hourly rate and the margin you want. The calculator gives the yearly plan price, the monthly price and what you keep per plan.

  • Trade guide

    Marketing and Operations Moves for HVAC Businesses

    Three moves we'd start with in a small HVAC business: text every customer your review link once heat or cooling is back, price jobs from a real hourly rate instead of a guess, and pick software that handles maintenance agreements if they're part of your income.

  • Move

    How to Get More Google Reviews: Text Every Customer

    Within an hour of finishing a job, text every customer a short thank-you with your official Google review link. Ask everyone, not just the happy ones, and never offer anything in return. A text arrives while the job is fresh, and it takes the customer one tap.

  • Rule check

    FTC Fake Review Rule: What Small Businesses Can't Do

    Since October 21, 2024, the FTC's Consumer Reviews and Testimonials Rule bans fake reviews, paying for reviews that must be positive, undisclosed reviews from staff or family, and bullying people into removing bad reviews. Courts can fine knowing violations up to $53,088 each.

  • Software fit

    Cleaning Business Software: What Fits and Costs

    Our rough rule of thumb: a solo cleaner can start with a free booking app. A growing maid service should look at cleaning-specific tools like ZenMaid, Launch27 or BookingKoala. If you also do other home services, Jobber or Housecall Pro covers more in one app.

  • Software fit

    HVAC Software: What Fits and What It Costs

    Our rough rule of thumb: a small HVAC shop can start on Jobber or Housecall Pro, which publish prices. If maintenance agreements drive your business, check which plan includes them. Shops with an office team and many techs should also get ServiceTitan and FieldEdge quotes.

  • Software fit

    Lawn Care Software: What Fits and What It Costs

    Our rough rule of thumb: a solo mower can start on Yardbook's free plan. Small crews that want routing and recurring visits in one app should compare Jobber, Housecall Pro and Service Autopilot. Landscaping companies that live on estimates should look at LMN.

  • Software fit

    Plumbing Software: What Fits and What It Costs

    Our rough rule of thumb: a solo plumber can start with a free invoicing app or a low-cost plan like Jobber Core or Housecall Pro Basic. Once you have several techs, dispatching and QuickBooks sync matter more. Larger shops with an office team should also get a ServiceTitan quote.

  • Template

    Quote Template for Service Businesses (Free, Copy and Paste)

    Use this quote template whenever a customer asks what a job will cost. It spells out the work, the price, what's not included and how to say yes, so the customer can decide without calling you back.

  • Free tool

    Google Review Link: Get Yours and Build the Request

    Google gives every business an official review link. In your Business Profile, open your reviews and choose Get more reviews, then copy the link. Paste it below to get a ready-to-send text and email.

  • Free tool

    Hourly Rate Calculator: Price Any Job You Quote

    Enter what you want to pay yourself, your yearly business costs and the hours you can actually bill. The calculator gives your break-even hourly rate and the rate to charge for your target margin. Then it prices a job from hours, materials and costs.

  • Free tool

    Profit Margin Calculator for Service Businesses

    Enter what a job costs you and what you charge. The calculator shows your profit, your margin (profit as a share of the price) and your markup (profit as a share of the cost). Add a target margin to see the lowest price that hits it.

  • Trade guide

    Marketing and Operations Moves for Cleaning Businesses

    Three moves we'd start with in a small cleaning business: ask recurring clients for a review after the second or third clean, set your rate from real paid hours rather than hours worked, and let clients book and pay online so recurring cleans run themselves.

  • Trade guide

    Marketing and Operations Moves for Lawn Care Businesses

    Three moves we'd start with in a small lawn care business: ask recurring clients for a review early in the season, price from an hourly rate that counts drive time as unpaid, and quote add-ons like aeration and cleanups as separate lines.

  • Trade guide

    Marketing and Operations Moves for Plumbing Businesses

    Three moves we'd start with in a small plumbing business: text every customer your Google review link after the job, send a clear written quote with a yes-step, and check every job's margin before you price it.