BookedWork ProCalculatorsShared resource
Missed-lead calculator
Explore a revenue scenario using your own assumptions.
On-screen calculation
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17 resources · Page 1 of 2
TemplatesShared resource
Contractor lead follow-up templates
Adapt three helpful replies and know when to stop.
Copyable email templates
Use this resource GuidesShared resource
Appointment scheduling checklist
Qualify requests and make the next appointment step clear.
Practical guide
Read the guide GuidesShared resource
Google Calendar booking checklist
Prepare your calendar and booking hours for Booked Work Pro.
Practical guide
Read the guide Photo toolsShared resource
Before & after photo maker
Combine project photos into a branded image. Opens our painter edition; useful for visual project work.
Square or landscape PNG
Use this resource GuidesHVAC
Starting an HVAC business: service capacity before advertising
Plan an HVAC business around qualified technicians, the equipment you can support, honest dispatch capacity, installation quality, and the economics of each service line.
Practical guide
Read the guide GuidesHVAC
HVAC lead intake: distinguish outage, maintenance, and replacement
Ask whether the system is heating, cooling, running poorly, or simply due for maintenance. Record equipment type if known, address, current comfort concern, and whether vulnerable occupants need prompt review.
Practical guide
Read the guide GuidesHVAC
HVAC site assessment: comfort complaints have more than one cause
A hot bedroom may involve the system, ducts, insulation, air leakage, or room use. Ask when the discomfort occurs and whether other rooms behave the same way.
Practical guide
Read the guide GuidesHVAC
HVAC replacement estimate: size from the building
A proposed heat pump or furnace should not be selected just because its nominal capacity matches a unit that may have been oversized. Record the spaces served, existing ducts, comfort complaints, and planned envelope changes.
Practical guide
Read the guide GuidesHVAC
What a clear HVAC proposal should include
‘Install new air conditioner’ omits indoor components, refrigerant line work, controls, filtration, ducts, disposal, and who handles permit and commissioning.
Practical guide
Read the guide GuidesHVAC
HVAC service safety and professional boundaries
A complaint about burning smell, suspected gas, or electrical arcing needs qualified human review. An automated response must not tell a homeowner how to repair dangerous equipment.
Practical guide
Read the guide GuidesHVAC
Repair or replace HVAC equipment: document the decision
A single failed part does not necessarily require a new system; recurring breakdowns and unsuitable sizing can change the economics. Ask about repair history and the homeowner's comfort goals.
Practical guide
Read the guide One useful step at a time
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Choose a short path through existing FREE resources. Open each step when you need it; no signup required.
Turn an inquiry into an appointment
Prepare the reply, the visit and your booking calendar.
- Adapt your reply →Contractor lead follow-up templatesCopyable email templates
- Prepare the appointment →Appointment scheduling checklistPractical guide
- Check the calendar setup →Google Calendar booking checklistPractical guide
Use your own details at each step. Information is not transferred automatically between resources.
Show your finished work
Make a clear comparison, then choose useful follow-up wording.
- Create a project image →Before & after photo makerSquare or landscape PNG
- Prepare a helpful reply →Contractor lead follow-up templatesCopyable email templates
The photo maker opens our painter edition. Use the layout for your own visual projects. The painter marketing kit is available from that tool.
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Tools and guidance selected for your kind of work. Listed alphabetically.
Keep the next inquiry moving.
Helpful first replies and follow-up templates →
A practical appointment scheduling checklist →
Learn which sources book work. Record where inquiries come from, then compare appointments and won jobs separately.
Prepare your Google Calendar connection →
Browse FREE tools & templates →See the software at work.
Explore Booked Work Pro with fictional sample data.
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