Calculators, templates and guides for field service pros
Work out pay, price a service call and track the numbers that run a service business. Free tools built for HVAC, plumbing, electrical and repair work in the United States.
Popular calculators
Overtime Pay
Regular pay, overtime pay and blended rate for the week.
Service Call Minimum Price
The lowest price a call can be without losing money.
Markup vs Margin
The real margin behind any markup percentage.
Mileage Reimbursement
Business miles at the 2026 IRS rate or your own.
Job Gross Margin
Gross profit and margin on a single job.
First-Time Fix Rate
The share of jobs finished on the first visit.
See all 15 field service calculators
Template packs
Forms and spreadsheets you can put to work today. One-time purchase, instant download.
All three packs in one download: 13 forms in Word and PDF, plus 6 Excel workbooks.
See full details6 forms in Word and PDF, 2 Excel workbooks
- Service Call Report
- Daily Work Log
- Vehicle Mileage Log
- Job Completion Checklist
- Customer Sign-Off Form
- Weekly Timesheet
- Excel: mileage reimbursement and overtime pay
7 forms in Word and PDF, 1 Excel safety log
- Job Hazard Analysis Worksheet
- Toolbox Talk Sign-In Sheet
- PPE Inspection Checklist
- Incident and Near-Miss Report
- Daily Vehicle Inspection Checklist
- Ladder Inspection and Lockout/Tagout Checklists
- Excel: incident and toolbox talk log
3 Excel workbooks
- Loaded labor cost and monthly overhead
- Break-even rate and billable rate
- Service call and parts pricing
- Break-even revenue and jobs per day
- Job Profitability Tracker for 60 jobs
- Monthly KPI Dashboard with chart
- Works in Excel and Google Sheets
Latest field guides
- How to Write a Service Invoice That Gets Paid
How to write a service invoice for field service work: what to include, a worked example, payment terms and the mistakes that delay payment. - Job Hazard Analysis: A Step-by-Step Guide for Field Service
How to do a job hazard analysis for field service work: choose the job, break it into steps, identify hazards and set controls, with a worked example. - Is Travel Time Paid? Drive Time Rules for Field Technicians
Travel time pay for field technicians: which drive time counts as hours worked under federal law, what does not, and how it affects overtime. - Furnace Tune-Up Checklist: What a Technician Should Check
A furnace tune-up checklist for technicians: safety checks, combustion, airflow, temperature rise, electrical tests and what to record before you leave. - What to Keep in a Service Vehicle: A Practical Stocking Guide
A well-stocked, organized truck finishes more jobs on the first visit. Here is how to decide what to carry, how to organize it and how to keep it stocked. - How to Document a Service Call: A Checklist for Technicians
Good service notes protect you, help the next technician and reduce disputes. Use this checklist for what to record before, during and after every call.
Built for the trades
HVACFurnace tune-ups, refrigerant, airflow and the numbers behind every call.Furnace tune-up checklist →
ElectricalMeters, Ohm’s law, voltage drop and safe work on live equipment.Ohm’s law for technicians →
PlumbingWater heaters, licensing, pricing and customer communication.How to become a plumber →
Pest controlRecurring service plans, routes and keeping customers year after year.Maintenance agreements →Also for appliance repair, low-voltage, telecom and solar technicians, dispatchers, and owners of small service businesses.
How the calculators work
- Every calculator shows the formula it uses and a worked example.
- They run in your browser, so the numbers you type stay on your device.
- They are sized for a phone, so you can use them on a job site.