Resources
Everything you need to run a better trade business.
Free tools, templates, guides and kits, written for owners and managers of HVAC, plumbing, electrical and home service companies. No fluff, sources cited.
Switching Center
Leaving ServiceTitan or another system? Alternatives, comparisons, reviews and step-by-step guides.
61 pages
Growth marketing
Every marketing channel for trade businesses, judged by cost per completed job. Guides by channel and trade.
36 guides
Resource library
Kits, scorecards and builders worth paying a consultant for. Free with your email.
7 downloads
Free calculators
Labor rate, markup vs margin, membership revenue, BTU, superheat, duct size.
7 tools
Templates
Invoices and estimates for every trade, plus an HVAC maintenance checklist.
57 templates
Guides
Pricing, memberships, compliance, starting a business and choosing software.
51 guides
Industry hubs
Pricing, KPIs, marketing and software advice for 28 trades.
28 trades
Glossary
Plain-English definitions for the terms of the trade.
70 terms
Field Notes blog
Ideas and opinion on running a better service business.
43 articles
Most downloaded
Free kits and templates
The ServiceTitan Exit Kit
Contract timeline, every export to run, a cut-over plan and the questions to ask before you give notice.
Free download · PDF + Excel
Field Service Software Scorecard
Weight what matters to your shop, score up to five systems, and see year-one cost side by side.
Free download · Excel
Flat-Rate Price Book Builder
Work out your true hourly cost, set your billable rate, and price every task with good, better and best options.
Free download · Excel
Maintenance Agreement Template
A plain-English membership agreement you can edit, plus a one-page plan sheet for your techs to hand over.
Free download · Word
HVAC Maintenance Checklist (Cooling + Heating)
Printable tune-up checklists for AC, heat pump and furnace visits, with readings to record.
Free download · PDF
Field Service KPI Scorecard
Track the 12 numbers that run a service business, week by week, with formulas already built in.
Free download · Excel
Switching Center
Thinking about leaving your software?
- FieldEdge alternatives: 7 options for 2026, compared honestly
- FieldPulse alternatives: 6 options for 2026, compared honestly
- Housecall Pro alternatives: 7 options for 2026, compared honestly
- Jobber alternatives: 7 options for 2026, compared honestly
- Service Fusion alternatives: 6 options for 2026, compared honestly
- ServiceTitan alternatives: 7 options for 2026, compared honestly
- Workiz alternatives: 6 options for 2026, compared honestly
- Housecall Pro pricing and review (2026): plans, add-ons and who it fits
- Jobber pricing and review (2026): plans, add-ons and who it fits
- ServiceTitan pricing and review (2026): what it really costs
- Housecall Pro vs Jobber (2026): prices, features and which to pick
- ServiceTitan vs Housecall Pro (2026): which fits your shop?
- ServiceTitan vs Jobber (2026): which fits your shop?
- TradesWork vs BuildOps (2026): an honest comparison
- TradesWork vs FieldEdge (2026): an honest comparison
- TradesWork vs FieldPulse (2026): an honest comparison
- TradesWork vs GorillaDesk (2026): route businesses vs service shops
- TradesWork vs Housecall Pro (2026): an honest comparison
- TradesWork vs Jobber (2026): an honest comparison
- TradesWork vs Kickserv (2026): an honest comparison
- TradesWork vs Service Fusion (2026): flat price or per-seat, compared honestly
- TradesWork vs ServiceM8 (2026): job-credit pricing vs per-seat pricing
- TradesWork vs ServiceTitan (2026): an honest head-to-head
- TradesWork vs ServiceTrade (2026): an honest comparison
- TradesWork vs Simpro (2026): residential service vs projects and commercial
- TradesWork vs Successware (2026): an honest comparison
- TradesWork vs Workiz (2026): an honest comparison
- TradesWork vs Zuper (2026): configurable enterprise FSM vs residential service
Guides
Start here
- A2L refrigerants: R-454B, R-32 and the R-410A phase-out explained
- Electrician salary in 2026: what electricians earn and how owners should pay
- EPA 608 certification: types, the test, records and the AIM Act rules
- Field service management software: the 2026 buyer's guide for trade shops
- How to cancel Housecall Pro without losing your data
- How to cancel Jobber without losing your data
- How to cancel ServiceTitan without losing data or your phones
- How to export your data from BuildOps (and the 30-day rule)
- How to export your data from FieldEdge (what's documented, what to request)
- How to export your data from FieldPulse (step by step)
- How to export your data from GorillaDesk (step by step)
- How to export your data from Housecall Pro (step by step)
- How to export your data from Jobber (step by step)
- How to export your data from Kickserv (before you cancel)
- How to export your data from Service Fusion (step by step)
- How to export your data from ServiceM8 (step by step)
- How to export your data from ServiceTitan (step by step)
- How to export your data from ServiceTrade (and the 30-day window)
- How to export your data from Simpro (step by step)
- How to export your data from Successware (what to request)
- How to export your data from Workiz (step by step)
- How to export your data from Zuper (step by step)
- How to price HVAC jobs: flat rate, labor cost, overhead and margin
- How to price plumbing jobs: flat rate, labor cost, diagnostic fees and margin
- How to start a handyman business: licensing limits, pricing, insurance and growth
- How to start a landscaping business: plan, licensing, equipment, pricing and crews
- How to start a lawn care business: licensing, equipment, pricing and routes
- How to start a plumbing business: licensing, insurance, costs, pricing and first hires
- How to start a roofing business: licensing, insurance, safety, pricing and crews
- How to start an electrical business: licensing, insurance, costs, pricing and growth
- How to start an HVAC business: licensing, insurance, costs and first hires
- HVAC maintenance plans: how to design, price and renew them
- HVAC marketing guide: Google Business Profile, LSAs, SEO, ads and reviews
- HVAC technician salary in 2026: what techs earn and how owners should pay
- How to migrate from BuildOps to TradesWork: who should, and how
- How to migrate from FieldEdge to TradesWork (step by step)
- How to migrate from FieldPulse to TradesWork: an honest plan
- How to migrate from GorillaDesk to TradesWork: an honest switching plan
- How to migrate from Housecall Pro to TradesWork (a 6-week plan)
- How to migrate from Jobber to TradesWork: a week-by-week plan
- How to migrate from Kickserv to TradesWork: an honest plan
- How to switch from Service Fusion to TradesWork: a week-by-week plan
- How to migrate from ServiceM8 to TradesWork: an honest switching plan
- How to migrate from ServiceTitan to TradesWork: the complete switching plan
- How to migrate from ServiceTrade to TradesWork: who should, and how
- How to migrate from Simpro to TradesWork: an honest switching plan
- How to migrate from Successware to TradesWork: an honest plan
- How to migrate from Workiz to TradesWork: a realistic plan
- How to migrate from Zuper to TradesWork: an honest switching plan
- Plumber salary in 2026: what plumbers earn and how owners should pay
- Plumbing marketing guide: local SEO, LSAs, reviews and emergency calls
Ready to run a tighter shop?
Try the TradesWork AI plan free for 14 days. Bring your customers and price book, or start fresh with a price book made for your trade.
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