Trades & Field Service

Trade-specific documentation.
Built for the field.

All ten trades are live with complete trade-specific document systems. Every document is built around how that trade actually operates — not adapted from generic business templates.

Shop on Etsy → Shop on Gumroad
Phase 1 — Live

HVAC Documentation
System

HVAC companies operate under some of the highest documentation requirements in the trades — EPA 608 refrigerant compliance, state licensing, mechanical permits, equipment installation records, and maintenance agreement tracking. Most operate with none of it formally documented.

Primary pain points this system addresses:
  • No EPA 608 refrigerant recovery records — triggers audits and fines
  • Lost warranty claims because installation records don't exist
  • Untracked maintenance agreements leading to missed service visits
  • License expiration blind spots — state requirements vary significantly
  • No daily work log to verify technician time or job scope
Get HVAC System on Gumroad → Individual HVAC Docs on Etsy

HVAC Complete Trade System

All HVAC-specific documents plus the full universal system — every log, form, register, and SOP your HVAC operation needs.

$229–$329
Gumroad — complete trade system
  • WS-HVAC-OL-001HVAC Daily Work Log
  • WS-HVAC-OL-002HVAC Equipment Installation Log
  • WS-HVAC-CV-001HVAC Inspection Checklist
  • WS-HVAC-RT-001HVAC Compliance Register
  • WS-HVAC-RT-002HVAC License & Certification Tracker
  • WS-HVAC-RT-003HVAC Maintenance Agreement Tracker
  • WS-HVAC-R001Refrigerant Tracking Log (EPA 608)
  • WS-HVAC-R002Refrigerant Recovery Record
  • WS-HVAC-R003Refrigerant Purchase Log
  • WS-HVAC-ID-001HVAC Incident Report
Phase 1 — Live

Electrical Documentation
System

Electrical contractors face very high compliance requirements — NEC compliance, permit documentation, inspection sign-offs, and state licensing with strict renewal requirements. The paper trail from permit pull to final closeout has to be complete and defensible.

Primary pain points this system addresses:
  • Permit documentation gaps — inspectors and boards request records at any time
  • No panel record at project closeout — creates liability for future work
  • Inspection failure tracking — no record of what failed, what was corrected
  • License expiration blind spots across multiple technicians
  • No structured permit log across multiple active jobs
Get Electrical System on Gumroad → Individual Electrical Docs on Etsy

Electrical Complete Trade System

Electrical-specific documents plus the full universal system — permits, inspections, panels, and compliance all documented.

$229–$299
Gumroad — complete trade system
  • WS-ELEC-OL-001Electrical Daily Work Log
  • WS-ELEC-OL-002Electrical Installation Log
  • WS-ELEC-CV-001Electrical Inspection Checklist
  • WS-ELEC-RT-001Electrical Compliance Register
  • WS-ELEC-RT-002Electrical License & Certification Tracker
  • WS-ELEC-P001Electrical Permit Log
  • WS-ELEC-P002Panel Schedule Form
  • WS-ELEC-P003Inspection Sign-Off Sheet
  • WS-ELEC-ID-001Electrical Incident Report
Phase 2 — Live

Plumbing Documentation
System

Plumbing contractors carry serious compliance exposure — backflow certification, mechanical permits, and master/journeyman licensing with strict renewal requirements. Warranty disputes are common, and the businesses that win them are the ones with an installation record to point to.

Primary pain points this system addresses:
  • No backflow certification records — a common code violation on inspection
  • Lost warranty claims because installation documentation doesn't exist
  • Mechanical permit gaps across multiple active jobs
  • Master and journeyman license renewal blind spots
  • No structured daily log tying technicians to specific jobs and code-required inspections
Get Plumbing System on Gumroad → Individual Plumbing Docs on Etsy

Plumbing Complete Trade System

All Plumbing-specific documents plus the full universal system — every log, form, register, and SOP your operation needs.

$229–$299
Gumroad — complete trade system
  • WS-PLMB-OL-001Plumbing Daily Work Log
  • WS-PLMB-OL-002Plumbing Installation Log
  • WS-PLMB-CV-001Plumbing Inspection Checklist
  • WS-PLMB-RT-001Plumbing Compliance Register
  • WS-PLMB-RT-002Plumbing License & Certification Tracker
  • WS-PLMB-BF-001Backflow Certification Log
  • WS-PLMB-BF-002Backflow Test Report
  • WS-PLMB-P001Mechanical Permit Log
  • WS-PLMB-ID-001Plumbing Incident Report
Phase 2 — Live

General Contracting Documentation
System

General contractors manage the highest-complexity documentation load in the trades — multiple subcontractors, overlapping permits, and safety compliance that spans crews you don't directly employ. A missing certificate of insurance or an unlogged punch list item becomes your liability, not theirs.

Primary pain points this system addresses:
  • Subcontractor insurance certificates expire without anyone tracking it
  • Punch list items falling through the cracks between trades
  • Project scheduling conflicts across overlapping crews and phases
  • No structured safety compliance record spanning subs you don't employ
  • Disputes over completed work with no signed record of scope or sign-off
Get General Contracting System on Gumroad → Individual General Contracting Docs on Etsy

General Contracting Complete Trade System

All General Contracting-specific documents plus the full universal system — every log, form, register, and SOP your operation needs.

$249–$349
Gumroad — complete trade system
  • WS-GC-OL-001GC Daily Work Log
  • WS-GC-OL-002Project Progress Log
  • WS-GC-CV-001Punch List Checklist
  • WS-GC-RT-001GC Compliance Register
  • WS-SUB-001Subcontractor Vetting Form
  • WS-SUB-002Subcontractor Insurance Tracker
  • WS-GC-P001Project Permit Log
  • WS-GC-ID-001GC Incident Report
  • WS-PM2-001Project Schedule Tracker
Phase 2 — Live

Roofing Documentation
System

Roofing warranty claims — manufacturer and workmanship — are won or lost on documentation. Fall safety compliance carries real OSHA exposure, and material usage records are often the deciding factor when a warranty claim gets challenged years after installation.

Primary pain points this system addresses:
  • Warranty documentation gaps voiding manufacturer coverage
  • Fall safety compliance records missing after an OSHA-relevant incident
  • Material usage not logged — a common warranty claim requirement
  • No structured daily log tying crews to specific roof sections
  • Before/after photo documentation missing for disputed jobs
Get Roofing System on Gumroad → Individual Roofing Docs on Etsy

Roofing Complete Trade System

All Roofing-specific documents plus the full universal system — every log, form, register, and SOP your operation needs.

$229–$299
Gumroad — complete trade system
  • WS-ROOF-OL-001Roofing Daily Work Log
  • WS-ROOF-OL-002Material Usage Log
  • WS-ROOF-CV-001Fall Safety Checklist
  • WS-ROOF-RT-001Roofing Compliance Register
  • WS-ROOF-W001Warranty Registration Form
  • WS-ROOF-W002Manufacturer Installation Record
  • WS-ROOF-CV-002Pre/Post Job Photo Checklist
  • WS-ROOF-ID-001Roofing Incident Report
Phase 2 — Live

Landscaping Documentation
System

Landscaping and irrigation businesses carry real environmental compliance exposure — pesticide and chemical application records are a licensing requirement, not a formality. Seasonal scheduling gaps and untracked irrigation service records are the most common source of missed revenue and client disputes.

Primary pain points this system addresses:
  • Pesticide and chemical application records incomplete — direct licensing exposure
  • No seasonal scheduling system leads to missed service windows
  • Irrigation service records untracked across recurring client accounts
  • Environmental compliance documentation gaps at inspection or audit
  • Client property damage disputes with no before/after record
Get Landscaping System on Gumroad → Individual Landscaping Docs on Etsy

Landscaping Complete Trade System

All Landscaping-specific documents plus the full universal system — every log, form, register, and SOP your operation needs.

$199–$269
Gumroad — complete trade system
  • WS-LAND-OL-001Landscaping Daily Work Log
  • WS-LAND-OL-002Irrigation Service Log
  • WS-LAND-CV-001Seasonal Service Checklist
  • WS-LAND-RT-001Landscaping Compliance Register
  • WS-LAND-CH-001Pesticide & Chemical Application Log
  • WS-LAND-RT-002Applicator License Tracker
  • WS-LAND-ID-001Landscaping Incident Report
Phase 3 — Live

Facility Maintenance Documentation
System

Facility maintenance operations span multiple sites, multiple vendors, and compliance requirements that vary by location — a structure that breaks most single-site documentation approaches. Preventive maintenance that isn't scheduled and tracked consistently is the most common cause of unplanned equipment failure.

Primary pain points this system addresses:
  • Multi-site asset tracking scattered across spreadsheets and email
  • Preventive maintenance scheduling missed, leading to equipment failure
  • Vendor management with no centralized record of scope or performance
  • Compliance requirements varying by location with no unified tracker
  • Work orders lost in the handoff between sites and teams
Get Facility Maintenance System on Gumroad → Individual Facility Maintenance Docs on Etsy

Facility Maintenance Complete Trade System

All Facility Maintenance-specific documents plus the full universal system — every log, form, register, and SOP your operation needs.

$229–$299
Gumroad — complete trade system
  • WS-FAC-OL-001Facility Daily Work Log
  • WS-FAC-RT-001Multi-Site Asset Registry
  • WS-FAC-RT-002PM Schedule Tracker
  • WS-FAC-RT-003Vendor Management Register
  • WS-FAC-CV-001Site Inspection Checklist
  • WS-FAC-WO-001Work Order Log
  • WS-FAC-ID-001Facility Incident Report
Phase 3 — Live

Property Management Documentation
System

Property managers face habitability compliance requirements, security deposit disputes, and tenant communication that needs to hold up as a legal record. A unit inspection without documentation at move-in and move-out is one of the most common — and most preventable — sources of deposit litigation.

Primary pain points this system addresses:
  • Unit inspection records incomplete at move-in and move-out — deposit disputes
  • Tenant communication not logged, creating liability exposure
  • Habitability compliance gaps triggering code violations
  • Maintenance requests lost between tenant, office, and vendor
  • No structured record for lease-related decisions and exceptions
Get Property Management System on Gumroad → Individual Property Management Docs on Etsy

Property Management Complete Trade System

All Property Management-specific documents plus the full universal system — every log, form, register, and SOP your operation needs.

$229–$299
Gumroad — complete trade system
  • WS-PROP-OL-001Property Daily Work Log
  • WS-PROP-CV-001Unit Inspection Checklist (Move-In/Move-Out)
  • WS-PROP-RT-001Habitability Compliance Register
  • WS-PROP-CC-001Tenant Communication Log
  • WS-PROP-RT-002Maintenance Request Tracker
  • WS-PROP-GP-001Lease Decision Record
  • WS-PROP-ID-001Property Incident Report
Phase 3 — Live

Fire Protection Documentation
System

Fire protection companies operate under NFPA-aligned inspection standards and AHJ compliance requirements where a missed deficiency follow-up isn't just a paperwork issue — it's a life-safety liability. Service history needs to be centralized, not scattered across individual job tickets.

Primary pain points this system addresses:
  • NFPA-aligned inspection records incomplete or inconsistently formatted
  • Deficiency tracking with no corrective-action follow-through on file
  • AHJ compliance documentation gaps at audit or renewal
  • Service history scattered across individual job tickets, not centralized
  • No structured register for system testing intervals across client sites
Get Fire Protection System on Gumroad → Individual Fire Protection Docs on Etsy

Fire Protection Complete Trade System

All Fire Protection-specific documents plus the full universal system — every log, form, register, and SOP your operation needs.

$229–$299
Gumroad — complete trade system
  • WS-FIRE-OL-001Fire Protection Daily Work Log
  • WS-FIRE-CV-001NFPA Inspection Checklist
  • WS-FIRE-RT-001Deficiency Tracking Log
  • WS-FIRE-RT-002AHJ Compliance Register
  • WS-FIRE-RT-003System Testing Interval Tracker
  • WS-FIRE-ID-001Fire Protection Incident Report
Phase 3 — Live

Pool & Spa Documentation
System

Pool and spa service businesses carry VGB compliance requirements and real liability exposure around chemical handling. Water balance and equipment service records are what separate a routine service call from an unresolved dispute when something goes wrong months later.

Primary pain points this system addresses:
  • Chemical logs incomplete — direct VGB compliance exposure
  • Water balance records untracked, leading to equipment damage
  • Equipment service history scattered across individual visits
  • Seasonal opening and closing checklists inconsistently followed
  • Client liability exposure with no signed record of service performed
Get Pool & Spa System on Gumroad → Individual Pool & Spa Docs on Etsy

Pool & Spa Complete Trade System

All Pool & Spa-specific documents plus the full universal system — every log, form, register, and SOP your operation needs.

$199–$269
Gumroad — complete trade system
  • WS-POOL-OL-001Pool & Spa Daily Work Log
  • WS-POOL-CH-001Chemical & Water Balance Log
  • WS-POOL-CV-001VGB Compliance Checklist
  • WS-POOL-RT-001Equipment Service History Register
  • WS-POOL-CV-002Seasonal Open/Close Checklist
  • WS-POOL-ID-001Pool & Spa Incident Report
Stay Informed

Get notified about new documents & updates.

All ten trades are live. Join the list for new document releases, compliance updates, and practical guides — one email a week.

Your Email Address

New trade launches only — no spam.