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Team bundle · 10 seats

The service team license for the HVAC playbook.

One playbook, ten seats, your roster — every quarter. HVAC — Team is built for service departments and small HVAC companies: ten unique seat codes you forward to whichever dispatchers, foremen, and technicians you roster this quarter, every playbook sub-track included, and current catalog material delivered through the selected plan.

  • One bundle, ten seats — bring your dispatchers, foremen, and techs up to speed for $500 one-time
  • Every playbook sub-track: dispatch prompts, comfort assessment, emergency triage, maintenance-plan follow-up, system quotes, parts ordering
  • Quarterly access — use the current shared PDF under the purchase terms, with no new license key for the seats
  • A bonus team-license PDF with service-manager rollout scripts, a truck-rules checklist, and the seat codes you hand out

Purchase terms

Review the Refunds and cancellation policy and Terms of Service before purchase. The playbook is educational workflow material; it does not promise a particular business result.

What’s inside the bundle

Every sub-track, every seat, in one PDF.

One shared PDF plus a team-license document with the seat codes your service team claims this quarter. Codes never expire — reuse them as your roster rotates.

  • Dispatch prompts — after-hours triage, on-call rotation handoff, pre-arrival SMS that de-escalates before the tech rolls
  • Comfort assessment — system age, runtime patterns, and replacement-cycle prompts with quotes the homeowner actually reads
  • Emergency triage — no-cool, no-heat, and weekend triage scripts that book a slot without burning the on-call rotation
  • Maintenance-plan follow-up — install anniversary to renewal cadence with prompts at every touch-point
  • System quotes — replacement and upgrade quote lines with prompts for tier options, financing, and the classic "I need to think about it"
  • Parts ordering — model-number pulls, alternates, lead times, and the second-source option pre-flagged
  • Objection handling — price, timeline, scope, payment terms, and "I rarely have trouble with my system," with five go-to prompts
  • Crew-team rollout checklist — 2 to 20 technicians, foremen, and dispatchers with role prompts so each seat uses the playbook at the right moment on the clock
  • House rules and scripts from top-performing HVAC service companies — ready to paste into your training binder
  • A 30/60/90 adoption plan so AI goes from a cool tool to a daily habit across the dispatch desk and the service trucks
  • Quarterly access follows the live catalog cadence; see the purchase terms for what each edition includes

How service teams use the bundle

What your team will use the prompts for.

Scenario

A new technician joining the on-call rotation

Hand them a seat code, point them at the after-hours dispatch sub-track, and they triage the weekend call like a ten-year vet by week one.

Scenario

A diagnostic walk-through mid-call

The tech runs the walk-through sub-track; the dispatcher runs the comfort-assessment script — call booked, scope written, no phone tag.

Scenario

Rolling out current catalog material across the team

Drop the new quarter’s PDF into the same shared folder; the seat codes keep working, and every team member gets the fresh prompts the same day.