Six complete systems — 147+ documents — covering daily operations, incident response, compliance, people management, client history, and governance. Universal across all trades. Trade-specific versions available.
The foundation of every other system. If you don't have a verifiable record of what happened on each job, every other document in the system is weaker. The Daily Operations System creates that record — job by job, crew by crew, day by day.
Used by crew leads, technicians, and office managers. Structured so anyone can fill it out consistently, regardless of experience level.
Disputes over what work was performed. Warranty claims with no installation record. Timesheet fraud with no job-level verification. Callback patterns you never noticed because no one was tracking.
Job-level record of every task completed each day. The primary daily document for crew leads and technicians.
End-of-job summary capturing work performed, materials used, and any open items. Goes to the client or file.
Tracks jobs that deviated from scope, timeline, or standard procedure. Critical for warranty and billing disputes.
Roll-up of all jobs, hours, and completion rates for the week. Used by owners and operations managers.
Standard operating procedure for daily documentation. Defines who fills out what, when, and how. Onboards new crew leads in minutes.
KPI dashboard pulling from daily log data. Job completion rates, labor efficiency, callback trends. Use after 90 days of V1 data.
Crew productivity analysis — hours per job type, technician performance, overtime patterns. Use after 90 days of V1 data.
The documents you need in the first 30 minutes after something goes wrong. Injury on-site. Property damage. Near-miss that almost became a claim. Without documentation, you have no defense and no record of corrective action.
Structured around OSHA recordkeeping requirements. Usable by anyone on-site — no HR background required.
OSHA citations for inadequate recordkeeping. Workers' comp disputes with no incident documentation. Liability claims where you can't prove you responded correctly or corrected the hazard.
Primary on-site incident documentation. Date, time, location, people involved, immediate response. Fills the OSHA recordkeeping requirement at the field level.
Separate injury-specific form capturing injury type, body location, medical treatment, and return-to-work status. Distinct from the general incident report by design.
Documents damage to client or third-party property. Scope, cause, estimated value, photographic record reference. Critical for liability defense.
Tracks every corrective action taken after an incident. What was done, by whom, by when. Proves you didn't just document the problem — you fixed it.
Documents events that didn't result in injury or damage — but could have. Near-miss documentation is the earliest warning system you have.
Step-by-step checklist for post-incident response — notifications, documentation, investigation, corrective action, review. Nothing falls through the cracks.
Standard procedure for incident documentation and escalation. Defines severity levels, required documentation by level, and escalation triggers.
License renewals don't send reminders. Regulatory deadlines don't care about your schedule. The Compliance System creates a single source of truth for every requirement, certification, and inspection deadline your operation carries.
Built around the trade-specific compliance requirements of HVAC, electrical, plumbing, and general contracting — not generic HR compliance templates.
License lapses that suspend your ability to operate. Failed inspections with no prior self-assessment. Regulatory citations for requirements you didn't know applied to your trade.
Master list of every regulatory requirement your operation carries — federal, state, local — with status, owner, and renewal dates. Auto-highlights approaching deadlines.
Pre-inspection self-assessment checklist. Walk through before an inspector walks in. Trade-specific versions available for HVAC, electrical, plumbing, and GC.
Every license, certification, and credential for every employee and the company — with expiry dates, renewal requirements, and alert thresholds.
Annual calendar of compliance deadlines. Reporting dates, inspection windows, renewal windows — mapped by month so nothing catches you off guard.
Pre-audit readiness checklist. Verify every document is current, every record is filed, every certification is valid before a formal audit begins.
Structured gap analysis against your trade's compliance framework. Identifies what you're missing before a regulator does. Use after 6 months of V1 data.
Most field service companies don't have HR infrastructure — they have a file cabinet and a handshake. The People System creates the documentation layer that protects you when employment situations turn legal. Training acknowledgments, performance records, policy sign-offs.
Designed for owner-operators managing 2–25 employees, not for HR departments with dedicated staff.
Wrongful termination claims with no performance documentation. Workers' comp disputes with no training record. Policy violations you can't enforce because no one signed an acknowledgment.
Records every training session — date, topic, trainer, attendees, and acknowledgment. OSHA-required training has a paper trail. Certifications are tracked to expiry.
Signed acknowledgment for every policy you issue — safety policy, code of conduct, equipment use, drug testing. Proves the employee received and understood it.
Structured performance review form for field supervisors and crew leads. Documents performance observations, coaching conversations, and improvement agreements.
Running log of performance observations, incidents, and coaching conversations by employee. The paper trail before a disciplinary action or termination.
Formal disciplinary documentation — verbal warning through termination. Ties to specific policy acknowledgments, prior coaching records, and corrective action requirements.
Crew-level performance metrics — training completion rates, incident frequency by employee, callback rates by technician. Use after 6 months of V1 data.
Every piece of equipment you've ever touched, every job you've ever done for a client — documented in one system. When a warranty claim comes in or a client disputes work from 18 months ago, this system is your defense.
Especially critical for HVAC and plumbing companies where equipment history and maintenance agreements define the client relationship.
Warranty claims denied because you can't prove installation date or method. Client disputes with no service history. Maintenance agreement violations because no one tracked what was scheduled versus what was done.
Master client record — contact information, property details, equipment inventory, service preferences, and account history reference. One page per client.
Chronological record of every service visit per client. Date, technician, work performed, parts used, outcome. Searchable by client or date.
Tracks every warranty issued — equipment, labor, parts — with expiry dates, coverage terms, and claim history. Know your exposure before a client calls.
Master register of all equipment installed or maintained. Make, model, serial number, installation date, service intervals. Trade-specific fields in HVAC and plumbing versions.
Scheduled vs. completed maintenance by client and equipment. Shows overdue PM visits, upcoming service windows, and maintenance agreement compliance.
Most field service companies make decisions verbally, change procedures informally, and review performance annually at best. The Governance System creates the documentation infrastructure for how decisions get made and how the business is reviewed.
The difference between a crew and a company with operational standards. Used by owners and operations managers.
Disputed decisions with no record of the rationale. Policy changes that never got communicated. Annual reviews that reveal problems you could have caught in month three.
Documents operational decisions — what was decided, who decided it, what the alternatives were, and what outcome was expected. The institutional memory your business needs to scale.
Master policy document structure — safety policy, equipment use, client conduct, documentation standards. The written policies your acknowledgment forms reference.
Structured year-in-review pulling KPIs from all six systems. Performance vs. targets, incident trends, compliance status, people metrics. Use after 12 months of V1 data.
Single-view dashboard across all 34 KPIs in the system. Links to all six systems. The operational health monitor for your business. Use after 6 months of data.
Reference documents are included with every Gumroad system purchase. They define the terminology, formulas, categories, and standards that all 147+ operational documents follow. They are not sold individually — they ship with the system they support.
Field-level terminology for all 147+ documents. Ensures consistent data entry across crews and locations.
34 KPIs across 6 categories with binding formulas. Every dashboard uses these definitions exactly.
9 downtime categories with selection rules. Consistent classification across all logs and reports.
4-level severity classification with escalation triggers. Defines which documents are required at each level.
When, who, and how for every document in the system. Answers every implementation question upfront.
8-phase operational flow showing how documents connect. The visual architecture of the full system.
Trade-by-trade compliance framework. Maps regulatory requirements to specific documents in the system.
Formatting and quality rules for every field type. Ensures data is usable for analytics and defensible in disputes.