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Preview of the Checklist tab

The real workbook, straight from Excel. Yours downloads blank and ready to fill in.

What’s inside

Complete before cooling season. Recommended: schedule all spring visits in March-April.

  • Checklist

Need more than one? Get it in a pack.

The Complete Contractor Toolbox

This tool plus 41 more for $299 — $7.12 a tool

HVAC Maintenance Visit Workbooks

This tool plus 2 more for $39 — $13 a tool

More tools like this

HVAC Furnace Fall Maintenance Visit$17 · Excel companion to the Fall Furnace Tune-Up checklist. HVAC Premium Maintenance Visit$17 · Extended-scope HVAC maintenance workbook for premium-tier contracts.