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Service & Costs

6 tools, 6 guides, 3 comparisons

Replacement cost, maintenance, filters and the credits that move the price — what the job costs and what keeps it running.

This section is the business end of the trade: what a system costs to replace, what keeps it running, and the paperwork around both. Price a job with the replacement cost calculator, write it up with the invoice and estimate template, and keep it running with the maintenance checklist.

Filters and fresh air sit here too: the filter size chart and MERV chart for the return grille, the air changes per hour calculator for ventilation, and the ERV and HRV comparison for tight houses. The EPA 608 guide covers the certification every technician who opens a sealed system needs.

Thermal-toned service tools beside a rooftop unit
Tools on a rooftop beside a live unit: the visit that keeps the rest of this section cheap.

Tools

The maintenance year

Warm blocks are heating-side tasks, cool blocks cooling-side, grey ones apply all year. The outlined column is the month you are reading this in.

Seasonal maintenance tasks by month
TaskJFMAMJJASOND
Check the filter
Cooling tune-upnot in Januarynot in Februarynot in Junenot in Julynot in Augustnot in Septembernot in Octobernot in Novembernot in December
Rinse the condenser coilnot in Januarynot in Februarynot in Marchnot in Junenot in Julynot in Augustnot in Septembernot in Octobernot in Novembernot in December
Flush the condensate linenot in Januarynot in Februarynot in Marchnot in Julynot in Augustnot in Septembernot in Octobernot in Novembernot in December
Heating tune-upnot in Januarynot in Februarynot in Marchnot in Aprilnot in Maynot in Junenot in Julynot in Augustnot in Novembernot in December
Combustion and CO checknot in Januarynot in Februarynot in Marchnot in Aprilnot in Maynot in Junenot in Julynot in Augustnot in Novembernot in December
Test the CO alarmsnot in Januarynot in Februarynot in Aprilnot in Maynot in Junenot in Julynot in Augustnot in Octobernot in Novembernot in December
Clear leaves from the outdoor unitnot in Januarynot in Februarynot in Marchnot in Aprilnot in Maynot in Junenot in Julynot in Augustnot in Septembernot in December
Read static pressurenot in Januarynot in Februarynot in Marchnot in Maynot in Junenot in Julynot in Augustnot in Octobernot in Novembernot in December

Guides

Comparisons