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HVAC · Phoenix, AZ · Fictional example

Sample indexDocument 06

Starter Equipment List

Totals

  • Bootstrap: $35,000-$55,000
  • Standard: $75,000-$115,000
  • Premium: $145,000-$220,000

Safety

ItemBootstrapStandardPremiumVendor
Hard hats (crew of 2)

Premium includes ventilation and integrated headlamp mounts for attic work.

$40-$60$80-$120$150-$200Home Depot, Grainger, MSA Safety
Safety glasses (crew of 2)

Premium includes anti-fog coating and side shields for brazing and soldering work.

$30-$50$60-$100$120-$180Grainger, Home Depot, Uvex
Work gloves (leather, nitrile, insulated) - crew of 2

Premium includes cut-resistant and heat-resistant gloves for brazing and refrigerant handling.

$40-$70$100-$150$180-$250Grainger, Home Depot, Wells Lamont
Work boots (steel-toe, slip-resistant) - crew of 2

Premium includes electrical hazard rating and metatarsal guards for crawl spaces and rooftop work.

$120-$180$220-$320$400-$550Timberland PRO, Carhartt, Red Wing, Grainger
High-visibility safety vests (crew of 2)

Premium includes reflective trim and multiple pockets for tools and inspection notes.

$30-$50$70-$110$140-$200Home Depot, Grainger, 3M
Respirator masks and cartridges (P100, organic vapor)

Premium includes powered air-purifying respirator (PAPR) for extended refrigerant and chemical exposure.

$80-$120$180-$280$350-$5003M, Grainger, Home Depot
Knee pads and elbow pads

Premium includes gel-filled cushioning for crawl space and attic work.

$40-$70$100-$160$200-$300Home Depot, Grainger, CLC
First aid kit and bloodborne pathogen kit

Premium includes CPR training certification and AED device.

$50-$80$120-$180$250-$350Home Depot, Grainger, First Aid Only

Transport

ItemBootstrapStandardPremiumVendor
Service truck or van (crew of 2)

Bootstrap: used work van. Standard: new or late-model van with shelving. Premium: new service truck with integrated tool storage, compressor mount, and ladder rack.

$25,000-$35,000$45,000-$65,000$80,000-$120,000Ford, Chevrolet, RAM, Sprinter, ProMaster
Ladder rack and roof-mounted storage

Premium includes locking aluminum storage box and integrated tie-down system.

$400-$700$1,000-$1,600$2,000-$3,000Thule, Tracrac, Weatherguard, Dee Zee
Magnetic vehicle signs (crew branding)

Premium includes custom design and high-quality vinyl with UV protection.

$100-$200$300-$500$600-$900Local sign shops, Vistaprint, 4imprint

Core Tools

ItemBootstrapStandardPremiumVendor
Refrigerant gauges (manifold set, digital)

Premium includes wireless Bluetooth connectivity and data logging for diagnostics.

$300-$500$800-$1,200$1,800-$2,500Fieldpiece, Appion, Testo, Grainger
Refrigerant recovery machine (EPA-certified)

Premium includes dual-cylinder capacity and oil-less pump for faster recovery and minimal downtime.

$1,200-$1,800$2,500-$3,500$4,500-$6,500Appion, Mastercool, Robinair, Grainger
Vacuum pump (two-stage, 6 CFM minimum)

Premium includes oil-less design and digital micron gauge for system evacuation verification.

$400-$700$1,000-$1,500$2,000-$3,000Appion, Mastercool, Robinair, Grainger
Brazing kit (torch, fittings, solder, flux)

Premium includes oxy-acetylene setup with regulators and multiple torch tips for various line sizes.

$300-$500$800-$1,200$1,600-$2,200Bernzomatic, Victor, Grainger, Home Depot
Tubing benders (1/4, 3/8, 1/2, 5/8 inch)

Premium includes spring-loaded and lever-action benders for all common refrigerant line sizes.

$150-$250$400-$600$800-$1,200Mastercool, Appion, Grainger, Home Depot
Flare tool kit (manual and power options)

Premium includes electric flare tool for high-volume work and multiple die sets.

$200-$350$600-$900$1,400-$2,000Mastercool, Appion, Grainger
Manometer (digital, magnehelic, or water column)

Premium includes wireless Bluetooth and data logging for airflow and static pressure diagnostics.

$150-$250$400-$600$900-$1,400Fieldpiece, Testo, Grainger, Dwyer
Duct tools (crimper, sealer, tape, mastic)

Premium includes pneumatic crimper and professional-grade mastic for sealed ductwork.

$200-$350$600-$900$1,200-$1,800Grainger, Home Depot, Ductmate, Nashua
Multimeter (digital, clamp-capable, HVAC-rated)

Premium includes true RMS, capacitance, and frequency measurement for complex electrical diagnostics.

$80-$150$250-$400$600-$900Fluke, Fieldpiece, Grainger, Home Depot
Clamp meter (AC/DC, non-contact voltage detection)

Premium includes wireless Bluetooth and data logging for electrical load analysis.

$100-$180$300-$500$700-$1,000Fluke, Fieldpiece, Grainger
Drill driver kit (18V, two batteries, charger)

Premium includes brushless motor and fast-charge batteries for extended runtime.

$150-$250$400-$600$800-$1,200DeWalt, Makita, Milwaukee, Home Depot
Impact driver (18V, compact)

Premium includes brushless motor and one-handed operation for tight spaces.

$100-$180$250-$400$500-$750DeWalt, Makita, Milwaukee, Home Depot
Reciprocating saw (cordless, 18V)

Premium includes brushless motor and variable speed for cutting copper, aluminum, and PVC.

$120-$200$300-$450$600-$900DeWalt, Makita, Milwaukee, Home Depot
Oscillating multi-tool (cordless, 18V)

Premium includes brushless motor and multiple blade attachments for drywall and ductwork cutting.

$80-$150$200-$350$450-$650DeWalt, Makita, Milwaukee, Home Depot
Pipe wrenches (10 inch and 14 inch)

Premium includes heavy-duty cast iron and adjustable jaw for various pipe diameters.

$60-$100$150-$250$300-$450Ridgid, Crescent, Grainger, Home Depot
Adjustable wrenches (6 inch, 8 inch, 10 inch)

Premium includes chrome-plated finish and precision-machined jaws.

$40-$70$100-$160$200-$300Crescent, Snap-on, Grainger, Home Depot
Socket set (SAE and metric, 1/4 and 3/8 drive)

Premium includes deep sockets and impact-rated sockets for compressor and condenser work.

$80-$150$250-$400$600-$900DeWalt, Snap-on, Grainger, Home Depot
Screwdriver set (Phillips, flathead, square, Torx)

Premium includes insulated handles for electrical work and precision tips.

$40-$70$120-$200$250-$400Wiha, Snap-on, Grainger, Home Depot
Hex key set (SAE and metric)

Premium includes ball-end keys and color-coded handles for quick identification.

$30-$50$80-$130$180-$280Wiha, Snap-on, Grainger, Home Depot
Nut drivers (SAE and metric, 3/8 inch drive)

Premium includes insulated handles and precision-machined sockets.

$40-$70$120-$200$250-$400Wiha, Snap-on, Grainger, Home Depot
Pliers set (slip-joint, needle-nose, locking, diagonal cutters)

Premium includes German-made Knipex pliers with precision-ground jaws.

$60-$100$180-$280$400-$600Snap-on, Knipex, Grainger, Home Depot
Flashlight (high-lumen LED, rechargeable)

Premium includes 1000+ lumens, magnetic base, and extended runtime for attic and crawl space work.

$40-$80$120-$200$300-$450Streamlight, Fenix, Grainger, Home Depot
Headlamp (LED, rechargeable, hands-free)

Premium includes 500+ lumens, red light mode, and extended runtime.

$30-$60$100-$160$250-$400Streamlight, Black Diamond, Fenix, Home Depot
Tape measure (25 ft, 35 ft)

Premium includes magnetic hook and wide blade for ductwork and equipment spacing.

$30-$50$80-$130$180-$280Stanley, Lufkin, Grainger, Home Depot
Level (24 inch, digital)

Premium includes digital readout and magnetic base for condenser and furnace installation.

$40-$80$120-$200$300-$450Stanley, Bosch, Grainger, Home Depot
Stud finder (electronic, magnetic)

Premium includes live wire detection for safe wall mounting of equipment.

$30-$60$100-$160$250-$400Bosch, Zircon, Grainger, Home Depot
Ladder (28 ft extension, aluminum)

Premium includes fiberglass construction and stabilizer bar for rooftop condenser access.

$200-$350$500-$750$1,000-$1,500Werner, Louisville, Little Giant, Home Depot
Step ladder (6 foot, aluminum)

Premium includes wide steps and tool tray for attic furnace and ductwork access.

$80-$150$200-$350$450-$650Werner, Louisville, Home Depot
Work bench or portable workstation

Premium includes built-in power outlets and storage for brazing and assembly work.

$150-$250$400-$600$900-$1,400Husky, DeWalt, Grainger, Home Depot

Consumables

ItemBootstrapStandardPremiumVendor
Refrigerant (R-410A, R-22, R-32, R-454B) - initial inventory

Premium includes diverse refrigerant types for heat pumps, mini-splits, and legacy systems.

$400-$700$1,000-$1,500$2,000-$3,000Grainger, Johnstone Supply, Ferguson, local HVAC distributors
Brazing rod and solder (silver, copper, flux)

Premium includes high-silver-content brazing rod for critical joints.

$150-$250$400-$600$800-$1,200Grainger, Johnstone Supply, Home Depot
Refrigerant oil (POE, mineral, synthetic) - initial stock

Premium includes multiple oil types for different refrigerants and compressor types.

$200-$350$600-$900$1,200-$1,800Grainger, Johnstone Supply, Ferguson
Desiccant cartridges and filter dryers

Premium includes high-capacity cartridges for large system evacuations.

$150-$250$400-$600$800-$1,200Grainger, Johnstone Supply, Ferguson
Ductwork tape, mastic, and sealant

Premium includes professional-grade mastic and UL-rated duct tape.

$100-$180$300-$450$600-$900Grainger, Home Depot, Nashua, Ductmate
Copper tubing (1/4, 3/8, 1/2, 5/8 inch) - initial stock

Premium includes pre-insulated tubing for mini-split and heat pump installations.

$200-$350$600-$900$1,200-$1,800Grainger, Johnstone Supply, Ferguson, Home Depot
Fittings (flare, sweat, compression) - initial inventory

Premium includes diverse fitting types and sizes for various system configurations.

$200-$350$600-$900$1,200-$1,800Grainger, Johnstone Supply, Ferguson
Electrical wire and connectors

Premium includes color-coded wire and weatherproof connectors.

$150-$250$400-$600$800-$1,200Grainger, Home Depot, Johnstone Supply
Thermostat batteries and wiring

Premium includes backup batteries and shielded wiring for smart thermostat installations.

$50-$100$150-$250$300-$450Grainger, Home Depot, Johnstone Supply
Insulation (pipe wrap, foam board, fiberglass)

Premium includes closed-cell foam and vapor-barrier insulation for condensation control.

$100-$180$300-$450$600-$900Grainger, Home Depot, Johnstone Supply
Fasteners (bolts, nuts, washers, screws) - assorted

Premium includes stainless steel and corrosion-resistant fasteners.

$80-$150$250-$400$500-$750Grainger, Home Depot, Fastenal
Cleaning supplies (degreaser, brushes, rags)

Premium includes EPA-approved degreasers and microfiber cleaning cloths.

$80-$150$250-$400$500-$750Grainger, Home Depot, Johnstone Supply

Technology

ItemBootstrapStandardPremiumVendor
Laptop (Windows or Mac, 13-15 inch)

Premium includes SSD storage and 16GB RAM for multitasking and software performance.

$600-$900$1,200-$1,800$2,000-$3,000Dell, HP, Lenovo, Apple, Best Buy
Tablet (iPad or Android, 10 inch)

Premium includes cellular connectivity and stylus for on-site proposal markup and inspection notes.

$300-$500$700-$1,000$1,200-$1,800Apple, Samsung, Best Buy
Smartphone (iOS or Android)

Premium includes high-resolution camera for system documentation and thermal imaging integration.

$400-$700$900-$1,300$1,500-$2,000Apple, Samsung, Verizon, AT&T
Printer (inkjet or laser, color)

Premium includes wireless printing and automatic document feeder for proposals and invoices.

$200-$350$600-$900$1,200-$1,800HP, Canon, Xerox, Best Buy
Accounting software (QuickBooks, Xero, FreshBooks)

Premium includes advanced reporting, multi-user access, and integration with payment processing.

$180-$300$600-$1,000$1,200-$1,800Intuit, Xero, FreshBooks (annual subscription)
CRM software (HubSpot, Pipedrive, Zoho)

Premium includes automation, custom workflows, and integration with email and calendar.

$200-$400$600-$1,200$1,500-$2,500HubSpot, Pipedrive, Zoho (annual subscription)
Scheduling software (ServiceTitan, Housecall Pro, Jobber)

Premium includes GPS tracking, customer communication, and integration with accounting software.

$200-$400$600-$1,200$1,500-$2,500ServiceTitan, Housecall Pro, Jobber (annual subscription)
Payment processing (Square, Stripe, PayPal)

Premium includes mobile card reader, invoicing, and recurring billing for maintenance plans.

$100-$200$300-$600$800-$1,200Square, Stripe, PayPal (annual fees and per-transaction rates)
Email and calendar (Microsoft 365, Google Workspace)

Premium includes advanced security, collaboration tools, and cloud storage.

$80-$150$250-$400$500-$750Microsoft, Google (annual subscription)
Phone system (VoIP, Vonage, RingCentral)

Premium includes call recording, IVR, and integration with CRM software.

$150-$300$500-$900$1,200-$1,800Vonage, RingCentral, 8x8 (annual subscription)
Document management (Google Drive, Dropbox, OneDrive)

Premium includes advanced sharing, version control, and compliance features.

$100-$200$300-$600$800-$1,200Google, Dropbox, Microsoft (annual subscription)
E-signature software (DocuSign, Adobe Sign, HelloSign)

Premium includes advanced templates, audit trails, and integration with CRM and accounting software.

$150-$300$500-$900$1,200-$1,800DocuSign, Adobe, HelloSign (annual subscription)
Website and online presence (Wix, Squarespace, WordPress)

Premium includes custom domain, SSL certificate, and SEO optimization.

$150-$300$500-$900$1,200-$1,800Wix, Squarespace, WordPress (annual subscription)
Backup and disaster recovery (Carbonite, Backblaze, IDrive)

Premium includes unlimited storage and automatic daily backups.

$100-$200$300-$600$800-$1,200Carbonite, Backblaze, IDrive (annual subscription)

Sales & Inspection

ItemBootstrapStandardPremiumVendor
Tablet or laptop for on-site proposals

Premium includes cellular connectivity and stylus for proposal markup and signature capture.

$300-$500$700-$1,000$1,200-$1,800Apple, Samsung, Best Buy
Thermal imaging camera (infrared)

Premium includes high-resolution sensor and wireless connectivity for ductwork and refrigerant leak detection.

$400-$700$1,200-$1,800$2,500-$4,000FLIR, Seek Thermal, Grainger
Moisture meter (pinless and probe)

Premium includes dual-mode sensor and data logging for mold and condensation assessment.

$150-$250$400-$600$800-$1,200Flir, Extech, Grainger
Digital camera or smartphone gimbal

Premium includes 4K video and stabilization for system documentation and customer education.

$200-$400$600-$1,000$1,200-$1,800DJI, GoPro, Canon, Best Buy
Drone (DJI Mavic or similar for inspections)

Premium includes thermal imaging, 4K video, and extended flight time for rooftop condenser inspections.

$400-$700$1,000-$1,500$2,000-$3,000DJI, Best Buy
Measuring wheel (100 ft)

Premium includes digital readout and carrying case for ductwork and equipment spacing measurements.

$100-$180$300-$450$600-$900Grainger, Home Depot, Keson
Tape measure (25 ft, 35 ft)

Premium includes magnetic hook and wide blade for quick measurements.

$30-$50$80-$130$180-$280Stanley, Lufkin, Grainger, Home Depot
Chalk line and keel chalk

Premium includes refillable cartridge and color-coded chalk for marking problem areas.

$30-$60$80-$130$180-$280Grainger, Home Depot, Tajima
High-lumen flashlight (rechargeable)

Premium includes 1000+ lumens, magnetic base, and extended runtime for attic and crawl space inspections.

$40-$80$120-$200$300-$450Streamlight, Fenix, Grainger, Home Depot
Headlamp (LED, rechargeable, hands-free)

Premium includes 500+ lumens, red light mode, and extended runtime.

$30-$60$100-$160$250-$400Streamlight, Black Diamond, Fenix, Home Depot
Presentation folder with sample materials

Premium includes custom branding, sample equipment photos, and financing options brochure.

$100-$200$300-$500$600-$900Local print shops, Vistaprint, 4imprint
Notepad and pen set

Premium includes custom branding and leather portfolio for professional appearance.

$30-$60$100-$160$250-$400Local print shops, Vistaprint, 4imprint
Magnetic vehicle signs

Premium includes custom design and high-quality vinyl with UV protection.

$100-$200$300-$500$600-$900Local sign shops, Vistaprint, 4imprint
Yard signs (24 x 36 inch, corrugated plastic)

Premium includes custom design and UV-resistant ink for long-term outdoor use.

$100-$200$300-$500$600-$900Local sign shops, Vistaprint, 4imprint
Business cards and letterhead

Premium includes custom design and premium paper stock.

$100-$200$300-$500$600-$900Local print shops, Vistaprint, 4imprint
Inspection checklist and proposal templates

Premium includes custom branding and professional design for consistent customer experience.

$100-$200$300-$500$600-$900Local print shops, Vistaprint, custom design

Office

ItemBootstrapStandardPremiumVendor
Desk and office chair

Premium includes ergonomic design and adjustable height for long-term comfort.

$300-$500$800-$1,200$1,600-$2,400IKEA, Wayfair, Herman Miller, Office Depot
Filing cabinet (2-4 drawer)

Premium includes locking drawers and fireproof construction for document security.

$150-$250$400-$600$800-$1,200IKEA, Wayfair, Office Depot
Shelving unit (metal or wood)

Premium includes adjustable shelves and heavy-duty construction for equipment and parts storage.

$150-$250$400-$600$800-$1,200IKEA, Wayfair, Home Depot
Laptop and monitor stand

Premium includes adjustable height and ergonomic design.

$80-$150$250-$400$500-$750Amazon, Best Buy, Office Depot
External monitor (24-27 inch)

Premium includes 4K resolution and USB-C connectivity for laptop charging.

$200-$350$600-$900$1,200-$1,800Dell, HP, LG, Best Buy
Keyboard and mouse (wireless)

Premium includes mechanical keyboard and ergonomic mouse for extended use.

$60-$100$150-$250$300-$450Logitech, Microsoft, Best Buy
Printer (inkjet or laser, color)

Premium includes wireless printing and automatic document feeder.

$200-$350$600-$900$1,200-$1,800HP, Canon, Xerox, Best Buy
Scanner (document, flatbed)

Premium includes automatic document feeder and OCR software.

$150-$250$400-$600$800-$1,200Canon, Fujitsu, Best Buy
Shredder (cross-cut, heavy-duty)

Premium includes continuous-duty motor and large bin capacity.

$100-$180$300-$450$600-$900Fellowes, Bonsai, Best Buy
Safe (fireproof, lockable)

Premium includes biometric lock and waterproof construction for document and equipment security.

$200-$350$600-$900$1,200-$1,800SentrySafe, Honeywell, Home Depot
Desk organizer and supplies

Premium includes custom-designed organizer with labeled compartments.

$80-$150$250-$400$500-$750IKEA, Wayfair, Office Depot
Whiteboard or corkboard

Premium includes magnetic surface and custom frame.

$50-$100$150-$250$300-$450IKEA, Wayfair, Office Depot
Accounting software (QuickBooks, Xero, FreshBooks)

Premium includes advanced reporting, multi-user access, and integration with payment processing.

$180-$300$600-$1,000$1,200-$1,800Intuit, Xero, FreshBooks (annual subscription)
CRM software (HubSpot, Pipedrive, Zoho)

Premium includes automation, custom workflows, and integration with email and calendar.

$200-$400$600-$1,200$1,500-$2,500HubSpot, Pipedrive, Zoho (annual subscription)
Scheduling software (ServiceTitan, Housecall Pro, Jobber)

Premium includes GPS tracking, customer communication, and integration with accounting software.

$200-$400$600-$1,200$1,500-$2,500ServiceTitan, Housecall Pro, Jobber (annual subscription)
Email and calendar (Microsoft 365, Google Workspace)

Premium includes advanced security, collaboration tools, and cloud storage.

$80-$150$250-$400$500-$750Microsoft, Google (annual subscription)
Phone system (VoIP, Vonage, RingCentral)

Premium includes call recording, IVR, and integration with CRM software.

$150-$300$500-$900$1,200-$1,800Vonage, RingCentral, 8x8 (annual subscription)
Document management (Google Drive, Dropbox, OneDrive)

Premium includes advanced sharing, version control, and compliance features.

$100-$200$300-$600$800-$1,200Google, Dropbox, Microsoft (annual subscription)

This is the first part of the document. The full version runs 10 to 16 pages, and every pack includes it complete.

CrewPlaybook is not a law firm and does not provide legal advice. The documents in your pack are business planning and operations documents, not legal documents. Communications with CrewPlaybook are not protected by attorney-client privilege. Have an attorney licensed in your state draft and review any legal document before you sign or rely on it.

Example pack · Sun Valley Mechanical LLC (fictional)