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.
67 min · 30 video lectures · quizzes · assignments · workbook
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.
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 fluff. 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