v.FORGE — FOR HVAC CONTRACTORS

The unit is still the unit.
The change-order is where you make rent.

The change-order on the rooftop unit that died in someone's email. The maintenance contract you couldn't honor because dispatch didn't know the technician was certified. Forge is the chest a working HVAC contractor builds for himself — and shares with the operators who refuse to use tools that don't work.

Charter — 0 of 1 seats filled
1 seats remaining. Locked rate forever.
HVAC · CHARTER
One Charter seat open for HVAC. First operator earns the badge.
Apply for Charter3-MIN ASSESSMENT →
i.The chest — opened for hvac

The drawers that matter most
when the truck door opens.

I
Crew · Dispatch
A · SCHEDULE

EPA Section 608, NATE, factory-cert routing. The right technician on the right call. The dispatch board respects the certs — no exceptions, no overrides.

II
Treasury · Change-Order
B · CHANGE-ORDER

The unit got upsized in the field. The change-order writes itself off the install ticket. The customer signs from the truck. The PM doesn't need to know — until it lands in their P&L next morning.

III
CRM · Recurring
C · MAINTENANCE

Maintenance contracts, PM intervals, refrigerant ledger, filter cycles — all in one chest. The recurring revenue book is honest, not a pile of spreadsheets.

IV
Estimating
D · ESTIMATE

Manual J, Manual D, Manual S native to the federation. Replace-vs-repair logic the homeowner can read. The bid is defensible because it shows the math.

THE ONE NO ONE ELSE HAS
Hyperion — for hvac.

Hyperion for HVAC scans mechanical rooms — duct geometry, equipment counts, clearance calcs. The drawer is in development. Charter members get it first.

See Hyperion →
ii.What Forge replaces — for hvac

What a Charter HVAC operator typically consolidates from when they sign.

  • 01 · STACK ITEM
    ServiceTitan
    CRM + dispatch + service. Strong for residential HVAC service. Charter operators move when the commercial install side outgrows it; Forge's federation puts certified payroll, refrigerant ledger, and change-orders on the same chest.
  • 02 · STACK ITEM
    FieldEdge
    Service + dispatch for service-heavy HVAC. Charter operators usually move because the install side and the recurring-PM side can run on one chest instead of two stacks bridged by export.
  • 03 · STACK ITEM
    Wrightsoft / Manual J / Manual D / Manual S desktop tools
    Heat-loss / heat-gain / duct-sizing / equipment-sizing calcs. Forge carries Manual J/D/S native; Wrightsoft stays useful for engineers who want a second-look calc, but the bid lives in Forge.
  • 04 · STACK ITEM
    Spreadsheet refrigerant log
    EPA Section 608 tracking. Treasury's refrigerant ledger replaces the spreadsheet — cylinder ID, cert, charge, leak rate per piece of equipment. Annual EPA report runs in minutes.
WHEN NOT TO CHOOSE FORGE

If the operator is residential HVAC service with no commercial install + retrofit work and no certified-payroll exposure, ServiceTitan + Wrightsoft is still the right combination. Charter is built for the operator running install + service + commercial change-orders on one crew.

ii.The page that fills itself

The first hvac Charter member
writes their own page here.

The quote, the metrics, the photograph — all of it. The Forge team supports every word; the operator carries the page. If you've been waiting for the moment that earns you the badge, this is it.

HVAC · CHARTER · 0 OF 1 FILLED

One Charter seat open for HVAC. First operator earns the badge.

Apply for Charter3-MIN ASSESSMENT →
iii.Questions a working operator asks

The honest answers,
without the sales gloss.

01.
Does Forge replace ServiceTitan for HVAC?

Forge is the chest. Estimating, dispatch, CRM, recurring contracts, refrigerant tracking, certified payroll, and Hyperion are all native modules in one federation. ServiceTitan is a CRM-and-dispatch tool that integrates with everything else. The architecture is different, and the operator who notices that is the operator Forge is built for.

02.
How does Forge handle EPA Section 608 refrigerant tracking?

Refrigerant is a first-class ledger in the federation. Cylinder ID, technician cert, charge added, charge recovered, leak rate per piece of equipment. The annual EPA compliance report runs in minutes. The audit trail is automatic.

03.
What about Manual J / Manual D / Manual S?

Native to the estimating module. Heat loss / heat gain, duct sizing, equipment sizing — all generated from the project's building data, not pasted from a separate tool. The bid shows the math because the math is the bid.

04.
What does Charter cost for HVAC?

by application: $27,000 prepaid for 36 months (~$750/mo equivalent), locked forever, ten seats. Public pricing is a la carte from Forge Core $499/mo flat plus modules. One HVAC Charter seat is open. The badge goes to the first operator who applies.

iv.The covenant — how to get in

0 of 1 hvac seats
filled.

Charter is the operator who builds with the new tools first. Ten seats across all trades. Locked when filled. The rate doesn't move — ever — while the public list rises around you.

HVAC · CHARTER
1 hvac seat remaining.
RATE
$750/mo · locked forever
TERM
$27,000 prepaid · 36 months
FULL PLATFORM (PUBLIC)
~$1,999/mo
CHARTER HONORS
Badge · case study · office hours · first-in-line
THE SPINE — RETURN

The needs have been the same for 4,000 years.
Comfort is one of the oldest needs. Forge is the chest for the operator who delivers it.

Read the full Forge story →