Built for SWFL Service Contractors

Run your SWFL HVAC business without a system — until you have one.

Hurricane season prep, summer A/C crashes, spring pool openings — every SWFL contractor knows the demand swing. But tracking every service call, every repeat customer across Lehigh Acres and Fort Myers and Cape Coral, and keeping your techs aligned when one call turns into a six-stop route day? That's what breaks owner-operators. Boltkit gives you one Notion workspace to plan the year, track every job, and stop being the dispatcher on every service call.

$89 $105 Save $16
Complete Bundle · or grab the Planning & Ops pair for $47
Get Both Bundles — $89 See how it works in your week first → See results from SWFL contractors who switched → Have a question first? Read the FAQ →

Secure checkout via Stripe · Instant Notion access · No software to install

Need ongoing help running this every month? See our SWFL retainers →
Boltkit for SWFL contractors — Notion workspace preview
SWFL Contractor Bundle

Verified buyer feedback on Boltkit.

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"I stopped juggling three spreadsheets. The annual plan catches margin drift before year-end — that's the part I didn't know I needed."
— Owner-Operator, Service Business
"The weekly review is the first time I've been able to see margin per job without exporting three reports."
— Small Business Owner, Field Services
"Having service agreements, NDAs, and lien waivers pre-written saved me from hiring a lawyer for basics I already knew the shape of."
— Founder, Local Services

Both bundles, side by side. Pick the one that fits your operation.

Planning & Ops Bundle — $47

Annual Planning OS lets you set your off-season revenue target, your summer A/C capacity plan, and a Q-by-Q review that catches margin drift before year-end. The Business Planner tracks every service call, every repeat customer, every estimate — with a tech-assignment field your crew can actually use.

Complete Bundle — $89

Adds the Startup Legal Bundle — 15 Word templates (service agreements, NDAs, lien waivers for SWFL jobs, refund policies) plus the Social Media Calendar to keep your Google Business Profile and Facebook content running through the slow August weeks.

Built for the way SWFL service businesses actually run.

Most business tools assume a desk job and a calendar you control. SWFL contractors run route days, weather-cancel jobs, and chase seasonal demand. Boltkit is Notion templates — not software — so you edit it to match your operation, not the other way around.

  • One Notion workspace for estimates, scheduled service, and seasonal maintenance plans
  • Client CRM with property-address + service-history fields (pools, A/C units, irrigation zones)
  • Task delegation field so the owner stops being the dispatcher on every job
  • Built-in templates for service agreements and NDAs you actually need in SWFL
  • Annual plan catches the seasonal swing between summer A/C surge and winter slow season
$89
Complete Bundle · or grab the Planning & Ops pair for $47
Get Both Bundles
Instant download · Lifetime access · Future updates free
Planning & Ops Bundle — $47
01
Annual Planning OS
Set off-season revenue targets, summer A/C capacity, and quarterly reviews tuned to SWFL seasonal demand
02
Notion Business Planner
Service-call tracking, repeat-customer CRM, and a tech-assignment field your crew can use from the truck
Complete Bundle — $89
01
Everything in Planning & Ops
Annual plan + service CRM, the same $47 bundle above
02
Startup Legal Bundle
15 Word templates: service agreements, NDAs, lien waivers, refund policies, and more
03
Social Media Calendar
12-month content system for Google Business Profile and Facebook — keeps your slow August weeks fed with marketing

Two ways to get started.

$47
Planning & Ops Bundle · Annual Planning OS + Business Planner
Get $47 Bundle
For SWFL owner-operators ready to plan the year and track every job
$89
Complete Bundle · + Legal templates + Social Media Calendar
Get $89 Bundle
For SWFL contractors who also need the legal paperwork and content calendar

SWFL contractor questions, answered

Buy Now — $89
Do I need Notion experience?
No. These are pre-built templates — after checkout you click "duplicate" and the workspace is yours. Every database, view, and field is already wired up. You just start adding your service calls, customers, and seasonal plans.
Can my techs see just their jobs?
Yes. The Notion Business Planner has a tech-assignment field and filtered views. Each tech opens Notion and sees only their day's route — estimates, service history, and the customer's prior notes. You see everything; they see what they need to run the truck.
Will this work for one-truck and three-truck operations?
Both. One-truck operators use the CRM for repeat customers and the annual plan for seasonal targets. Three-truck operations use the tech-assignment field for routing and the weekly review for margin per job. The templates scale to fit — they're Notion, not software.
Is there a refund policy?
Yes — if you're not satisfied within 14 days, email us and we'll refund you in full. No questions asked.
What's the difference between the $47 and $89 bundles?
Not sure which one fits? See the side-by-side comparison →
Not ready to buy yet?

Run your SWFL service business from one workspace.

$89 Complete Bundle · or grab the Planning & Ops pair for $47

Buy Now — $89