← All courses

HVAC-R Commissioning: Run Jobs, Price Right, Scale Up

A field-to-office system for commercial HVAC-R techs who want to stop trading hours for dollars and start running a tight, profitable service operation.

72 min · 30 video lectures · quizzes · assignments · workbook

About this course

Most commercial HVAC-R technicians are excellent with refrigerant and airflow. Where they bleed money is on the business side — underpriced jobs, verbal handshakes that become disputes, refrigerant logs that don't hold up to an EPA audit, and maintenance clients who drift away because nobody followed up. This course fixes all of that.

Why it pays for itself:

  • Built for working commercial techs and small mechanical contractors, every module is grounded in real field work: superheat and subcooling calculations across R-410A, R-22, and the R-454B systems you're already seeing in the field.
  • LOTO dead-test documentation that protects you legally.
  • EPA 608 refrigerant manifests you can actually hand to an inspector.
  • And a commissioning job tracker that moves a project from Quoted to Booked to Done to Invoiced without things falling through the cracks.
  • On the business side, you'll build a pricing model that covers your true cost per hour, accounts for refrigerant markup, and leaves margin on the table.
  • You'll learn how to land commercial PM contracts, structure the onboarding call so the client feels confident from day one, and set up a recurring maintenance program that turns a one-time commissioning job into a predictable monthly revenue stream.
  • The ServiceOpsKits HVAC Commissioning Kit is included with the bundle — a pre-built Google Sheets and Excel workbook with the charge calculator, LOTO log, EPA manifest, job tracker, monthly P&L, and PM handoff template all wired together.
  • You use it on the job from day one.
  • The course teaches you why every cell matters.
  • No motivational filler.
  • Operator-to-operator instruction you can apply this week.

What you'll learn

  • You'll be able to calculate superheat and subcooling correctly for R-410A, R-22, and R-454B systems and document the result for the job file
  • You'll be able to price a commissioning or PM job that covers your true cost and leaves real margin
  • You'll be able to execute a complete LOTO energy-isolation procedure and fill out a dead-test log that holds up to OSHA review
  • You'll be able to complete an EPA 608-compliant refrigerant manifest with auto-totaling so an inspector never catches you short
  • You'll be able to run a commissioning job from quote to signed invoice using the PM/commissioning job tracker
  • You'll be able to onboard a new commercial PM client with a structured handoff that reduces callbacks and positions you for a recurring contract
  • You'll be able to read your monthly net profit from the income and expense tracker and identify where margin is leaking
  • You'll be able to build a recurring maintenance program that converts one-time commissioning clients into predictable monthly revenue

Course curriculum

Section 1: Welcome & Setup

  • Welcome: What This Course Builds and How to Use It
  • Kit Orientation: Tabs, Inputs, and Outputs
  • The HVAC-R Service Business Model: How the Money Flows
  • Tools and Truck Readiness for Commissioning Work
  • Setting Revenue and Client Goals Before You Build the System

Section 2: Charge, Commissioning & Pricing the Job

  • Superheat and Subcooling: What the Numbers Actually Mean
  • Using the Charge Calculator for R-410A, R-22, and R-454B
  • Commissioning Startup: The Step-by-Step Field Procedure
  • Pricing a Commissioning or PM Job That Actually Makes Money
  • Writing a Commissioning Report That Protects You and Impresses the Client

Section 3: Winning & Onboarding Clients

  • The Commercial Client Landscape: Who Buys and Why
  • Turning a Commissioning Call Into a Long-Term PM Contract
  • Proposals and Service Agreements: What to Include and What to Avoid
  • The Client Onboarding Call: Setting Expectations From Day One
  • Building Referrals in the Commercial HVAC Market

Section 4: On-Site Procedures, LOTO & EPA Compliance

  • Lockout/Tagout Fundamentals for HVAC-R Equipment
  • Filling Out the LOTO Dead-Test Log Correctly
  • EPA 608 Refrigerant Manifest: What You Must Track and Why
  • Safe Work Practices for A2L Refrigerants in the Field
  • Site Documentation and Job Closeout: Nothing Leaves Undocumented

Section 5: Money, Bookkeeping & Profit

  • Job Costing: Knowing What Each Job Actually Made
  • The Monthly P&L: Reading Your Net Profit Number
  • Invoicing Fast and Collecting Reliably
  • Tax-Ready Recordkeeping for HVAC-R Contractors
  • Three Numbers That Tell You If the Business Is Healthy

Section 6: Recurring Revenue & Scaling

  • Building a PM Program That Clients Stay In
  • Using the PM Handoff Document to Upsell and Retain
  • Hiring Your First Field Tech Without Burning Your Margin
  • Adding PM Accounts Systematically Without Overselling Your Capacity
  • The 3-Year Roadmap: From Solo Tech to Systems-Run Operation

Ready to start?

$129 Enroll now — instant access

Instant lifetime access · HD video · workbook & templates included

Who this course is for

Built for commercial HVAC-R technicians moving into service contracting or running their own calls.

Everything you get, working together: