Format room-by-room heating and cooling loads into a client-ready or permit-ready report, with editable design temperatures, floor area totals, and furnace and air conditioner size recommendations.
Build a formatted duct schedule listing size, material, insulation, and CFM by run. Exports a clean table for permit sets and installation crews to work from on site.
Create a formatted equipment schedule listing model numbers, capacities, refrigerant, electrical data, and locations for every unit on a project. Suitable for permit sets and handover packages.
A flexible general HVAC report builder for combining findings, priorities, recommendations, and measurements into a single formatted document when a specialized template does not fit the job.
Build an HVAC installation or replacement proposal covering scope of work, pricing options, taxes, timeline, and terms. Export as a PDF for client sign-off.
Build a home energy audit summary from walkthrough findings. Gives a simple performance score (not an EnerGuide rating), a retrofit list ranked by payback, and rebate categories by province.
Compare projected annual energy costs before and after an equipment upgrade. Generates a savings summary with payback period, using 2025 provincial electricity rates and fuel prices you can edit.
Generate a carbon emissions report comparing HVAC equipment options. Shows annual tonnes of CO2e by fuel source using current provincial grid factors, and the reduction available from heat pump upgrades.
Document HVAC system startup and commissioning results. Record measured vs. design airflow, static pressure, temperature split, and refrigerant readings in a formatted report with per-reading tolerance flags.
Document code compliance for HVAC installations against CSA B52 and provincial code items. Mark every item pass, fail, or N/A and get a formatted report for inspectors and building officials.
Document a pre-purchase or annual HVAC inspection with pass, monitor, fail, or N/A results by component, estimated remaining equipment life, and recommended repairs ranked by priority.
Generate HVAC service reports with static pressure, refrigerant type and readings, filter condition, and the work performed, for customer records.
Assemble a project documentation package: equipment specs, startup readings, warranty terms, and maintenance schedule in one formatted handover document for the client.
Track HVAC maintenance visits over time and calculate next tune-up and filter change dates from your own service intervals. Generates a formatted log for warranty and service history records.
Check remaining manufacturer warranty coverage on parts and labour from the installation date and registration date, with late or missing registration flagged. Generates a summary for the customer file.
About HVAC Reporting Tools
Good HVAC work is invisible when it's running well. Good documentation is what makes the work visible: to the client, the building inspector, the homeowner selling the house 10 years later, and the next technician who has to service the system. These tools turn your calculation results and field measurements into professional reports you can hand over confidently.
Permit Documentation
Many Canadian municipalities ask for a room-by-room load calculation and a duct schedule with a mechanical permit. The load calculation report and duct schedule generator format your numbers into permit-ready documents, while the equipment schedule generator lists every unit on the project for the same submission package. Check your local AHJ (Authority Having Jurisdiction) requirements before submitting, since acceptable formats vary by municipality.
Proposals That Explain the Value
Homeowners don't buy BTUs. They buy comfort, lower bills, and peace of mind. The HVAC proposal generator translates equipment specs and pricing into a document a homeowner can actually compare, and the energy savings report and carbon report generator back that proposal up with real cost and emissions numbers rather than a vague promise of savings.
Commissioning and Compliance
The commissioning report generator documents startup measurements against design values, while the compliance report generator checks an installation against provincial code and CSA B52 requirements. The inspection report calculator rounds out this group for pre-purchase and annual system inspections.
Service Documentation for Liability Protection
A documented service record protects you when a customer claims the system was working before your last visit. The service report generator captures the refrigerant type and readings, static pressure, and filter condition at every visit, while the maintenance log calculator and HVAC documentation generator keep a running history across the life of the equipment. The warranty calculator confirms exactly what coverage remains before a claim gets filed.
Related Tools You May Need
- Run the underlying numbers first with the load calculation tools before generating a load calculation report.
- Size duct runs with the duct sizing calculator before building a duct schedule.
- Check code compliance details with the compliance and codes tools.
- Evaluate energy efficiency with the energy efficiency tools before drafting a savings report.
- Convert units between reports with the unit conversion tools.
Frequently Asked Questions
An HVAC report generator takes measurements, calculations, or inspection findings and formats them into a professional, client-ready or permit-ready document. Instead of manually building a report in a word processor, contractors enter their data once and export a formatted PDF. The general HVAC report generator is the flexible option when a specialized template doesn't quite fit the job.
Many Canadian municipalities ask for some form of documentation, such as a load calculation report or duct schedule, for a mechanical permit. Requirements vary by authority having jurisdiction, so always confirm the exact format and content required with your local building department before submitting.
A commissioning report documents measured system performance at startup against design values, like airflow, temperature, and static pressure. A compliance report instead checks the installation against provincial building code and CSA B52 requirements. Many projects need both documents in the final handover package.
Yes. The tools are responsive and work in a phone or tablet browser without an app install. They need a connection to load the page, and results can be exported as PDF or CSV, copied, or printed from the same screen. Only the duct schedule generator has an imperial and metric switch, so check the units on each field before entering values.