Get your jobs out of your head and onto one page.
A $49 starter kit of plain SOPs and job forms for small service teams.
Who it's for
Small HVAC, plumbing, rental, and property-management teams who want their everyday know-how written down in plain steps and every job tracked in one place.
Requests come in by phone, text, and walk-in. Jobs live in someone's memory, steps change depending on who's on site, and finished work sometimes never gets invoiced. The Pack gives you one list and one simple way of doing things.
What's inside · six pieces
Start Here
How to use the pack in one afternoon (about 2 hours).
PDFBlank SOP Template
Write any task as short, numbered steps.
PDFSample SOP: Residential Standby Generator Maintenance Visit
A finished example to copy.
PDFWork-Order Log
Every open job with an owner and a status. Comes as a PDF plus an editable spreadsheet with dropdowns and late/not-invoiced highlighting.
PDF + SPREADSHEETPreventive Maintenance (PM) Visit Checklist
Tick-boxes for any recurring visit.
PDFJob Closeout Sheet + Customer Note
Record the work and tell the customer the same day.
PDF
After purchase
Open Start Here and follow its five steps:
- List 5 tasks your team does every week.
- Read the sample SOP.
- Write your starred task.
- Log every open job.
- Try it on one real job this week.
FAQ
Do I need special software?
No. Everything prints, and the log works in any spreadsheet app.
My work isn't generators. Is it still useful?
Yes. The sample is just an example. The template and checklist fit any recurring task, like a tune-up or a rental unit inspection.
Can I edit it?
Yes: "For use inside one business. Edit freely. No resale, sharing, or redistribution, including as templates."
Is it safe on equipment?
These are generic templates. The manufacturer's manual and local code always win.
Rather have it set up for you?
Reply to your receipt and ask about the done-for-you build.
$49, paid once. One-time download.