Boltkit
Built for SWFL HVAC Operators

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

Summer A/C crashes, hurricane-season emergency repairs, off-season tune-ups — every SWFL HVAC operator knows the demand swing. But tracking every unit's model and serial, every refrigerant history, every repeat-customer equipment record across Lehigh Acres and Fort Myers and Cape Coral, and keeping your techs aligned when one no-cool 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 HVAC operators 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 HVAC operators — Notion workspace preview
SWFL HVAC Bundle
What Buyers Say

Verified buyer feedback on Boltkit.

4.9 out of 5 Based on 0 verified buyers

Illustrative customer feedback · placeholders pending verified reviews.

"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
What's Inside

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 equipment record, every estimate — with a tech-assignment field your crew can actually use from the truck.

Complete Bundle — $89

Adds the Startup Legal Bundle — 15 Word templates (service agreements that cover A/C repair vs. replacement, refrigerant recovery clauses, SWFL lien waivers, NDAs, refund policies) plus the Social Media Calendar to keep your Google Business Profile and Facebook content running through the slow December weeks.

Why Boltkit for SWFL HVAC Operators

Built for the way SWFL HVAC operations actually run.

Most business tools assume a desk job and a calendar you control. SWFL HVAC operators run route days, weather-cancel jobs, and chase seasonal demand swings between summer A/C crashes and winter tune-ups. Boltkit is Notion templates — not software — so you edit it to match your operation, not the other way around.

  • One Notion workspace for estimates, no-cool calls, and seasonal maintenance plans
  • Client CRM with property-address + equipment-history fields (unit model & serial, install date, last service, refrigerant history)
  • Task delegation field so the owner stops being the dispatcher on every service call
  • Built-in service agreement and refrigerant-recovery language tuned for SWFL HVAC jobs
  • Annual plan catches the seasonal swing between summer A/C surge and off-season tune-ups
$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 HVAC seasonal demand
02
Notion Business Planner
Service-call tracking, repeat-customer equipment 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 (A/C repair vs. replacement), refrigerant recovery clauses, NDAs, lien waivers, refund policies, and more
03
Social Media Calendar
12-month content system for Google Business Profile and Facebook — keeps your slow December weeks fed with marketing
Choose Your Bundle

Two ways to get started.

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

SWFL HVAC operator 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, customer equipment records, 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 — the no-cool call, the customer's equipment history (unit model, serial, prior refrigerant work), and any prior notes from the last service visit. 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 HVAC operators use the CRM for repeat customer equipment history (unit model, last service date, refrigerant history) and the annual plan for off-season tune-up 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.
Do the legal templates cover HVAC-specific paperwork?
Yes. The service agreement template includes language distinguishing an A/C repair from a full system replacement, provisions for refrigerant recovery and EPA-compliance disclosure, and SWFL lien-waiver language your attorney can adapt. You'll have editable Word files — have your lawyer review before using on customer jobs.
How does this handle hurricane-season demand spikes?
The Annual Planning OS includes a "seasonal capacity" field you set quarter-by-quarter. You plan ahead — book tune-ups in February-to-April to bank revenue, clear the backlog before hurricane season, then use the CRM and tech-assignment views to route the June-to-September emergency calls efficiently. Owners who plan the off-season first stop drowning in the summer surge.
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?
No pressure. See how Boltkit actually works in your week →

Run your SWFL HVAC operation from one workspace.

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

Buy Now — $89