HVAC contractors

Send a clean HVAC contractor packet before the next bid or mobilization.

Organize HVAC licenses, insurance, safety paperwork, and references so a GC can find the right documents without another email chase.

Build your packet free
Why this matters

Your paperwork should be as ready as your crew.

HVAC work can touch commercial, service, and maintenance environments with different credential requests. A stable company packet gives you a starting point for each one.

Use the custom document field for refrigerant, manufacturer, or specialty certifications when a customer asks for them.

Useful starting set

HVAC packet documents

  • W-9
  • Certificate of insurance
  • HVAC license or certification
  • Workers’ compensation proof
  • Safety manual
  • Equipment or capabilities profile
  • References

A few practical answers

Are HVAC certifications always required?

No. Requirements depend on the work, jurisdiction, equipment, and customer. Track the certifications your work actually requires and label them clearly.

Can an HVAC GC view my packet without an account?

Yes. The share link is designed for GC viewers who should not have to create a SubPacket account.

There is no universal packet. Confirm exact insurance, licensing, safety, and project requirements with the GC or professional adviser responsible for the work.