This is not legal, tax, or insurance advice. Read the official pages linked here. Partner offers are optional and labeled.
Start with repair and maintenance if that is the skill, and add replacement when you can pull the permit and warrant the install. Say which fuels and which brands you will not touch. A page that only sells new systems attracts an argument you may not want yet.
The state guides under this page cover all 50 states and the District of Columbia. Each one names the filing office and the licensing board we could verify, and it says so when we could not confirm a direct address. City guides cover the metros ServiceBase writes about for this trade, including Orlando, FL.
High-demand trades with thin local websites are the ones to read first: chimney sweeps and standby generator installation in cold markets, snow removal, and Christmas light installation from November through January, then landscaping, electrical, cleaning, and roofing, in the cities linked below. The steps are the same shape for every trade. The license and the first job are not.
Some boxes are labeled Partner. ServiceBase has not joined those programs. The links go to each company's own homepage, not a tracking link. If a program later approves us, the address will change and we may earn a commission. You can file, insure, and bank anywhere. Official government links are not partner links. Nothing on this page is a discount code.
$500 in free advertising when you launch
Keep the checklist on your account
The guide stays public. An account saves your state, city, and trade, and lets you mark each filing as you go. The advertising credit is reserved when you register. It can be spent after the free website is live.
Use a name you can say when someone is standing in a hot hallway. Search the license board and the state filing office together. The qualifier's name and the company name both end up on the record in many states. Match them on the van.
02Form an LLC or stay a sole proprietor
HVAC licenses are usually held by a person who qualifies the company. A sole proprietorship works when that person is you. An LLC works when the board lets the company hold the registration with you as qualifier. Read the mechanical or air-conditioning section, not a general contractor page from another trade. Form the company before the EIN if you are filing an LLC. The structure does not let you sell replacements without the license.
Each state guide links the filing office. Where we could verify an LLC fee from an official page, that guide prints the fee and the source. Everywhere else, the fee stays on the state's site.
An employer identification number is the business tax ID. The IRS issues it online at no charge and says you never have to pay a company to get one. If you form an LLC, file with the state first. The IRS says an EIN application can stall when the state filing is not done. A sole proprietor can often start with a Social Security number and get an EIN when a bank or a hire requires it.
Apply on the IRS page if you want the number yourself. LegalZoom, the partner beside this step, can request it while they form the company. That service is optional. The IRS fee is still zero either way.
Expect a mechanical, air-conditioning, or HVAC contractor license, plus EPA 608 if you handle refrigerant. The state page will say which one. Local permits show up on change-outs more often than on a capacitor. Read the board before you offer maintenance plans, because some registrations limit what an unlicensed tech can do in a customer's house. Put the license number on the site.
Read the state mechanical or air-conditioning license, including who may handle refrigerant, and the city rule for a change-out. A maintenance visit and a system replacement are not the same credential question.
05Insure the work
General liability that understands condensers, furnaces, and attic work. Ask about refrigerant and about damage from a condensate leak, which customers often think is a roof. Commercial auto for the van. Workers' compensation before a helper is in an attic in summer. Have the certificate ready for property managers.
Workers' compensation is a state program. Before anyone works with you, including a friend, ask an insurer and the state labor office whether you must carry it. This guide does not quote a headcount, because those rules differ and the state page is the source. The SBA page describes the common policies. It does not sell them. Buy the policy before you work in a house in the city you will serve.
Equipment purchases and customer deposits need a business account before the first change-out. A maintenance plan's small monthly payments are easy to lose in a personal account. Deposit them, and set tax money aside when a replacement job pays.
The bank will usually ask for your ID, the EIN or your Social Security number, and the formation papers if you filed an LLC. A checking account and a habit of setting tax money aside are enough at the start.
07Price the real visit
Lead with diagnosis. A no-cool call is a diagnostic price plus the repair, not an automatic system quote. Write the diagnostic price down, including whether it is waived if they buy the repair.
Replacement prices depend on the equipment location and the ductwork, which you cannot see from a national average. Say that you quote replacement after the diagnostic. Publish the hours you answer when the house is unsafe to stay in.
08Get found, then create the free site
The Google Business Profile should say repair and replacement as separate services, and it should match the season people are actually in. Photos of equipment in local attics, closets, or roofs beat a stock condenser. The website form asks for the symptom and whether anyone in the house is at risk from the temperature. ServiceBase keeps those requests in a list you can work from the driveway.
In your first city, the profile, the reviews, and the site should name the neighborhoods you actually drive. ServiceBase publishes the page and keeps quote requests in a list on your account. No card. It does not file the LLC, get the EIN, or buy the insurance.
HVAC licenses are usually held by a person who qualifies the company. A sole proprietorship works when that person is you. An LLC works when the board lets the company hold the registration with you as qualifier. Read the mechanical or air-conditioning section, not a general contractor page from another trade. Form the company before the EIN if you are filing an LLC. The structure does not let you sell replacements without the license. The SBA page linked in the steps explains the structures in general. A lawyer or an accountant can apply them to you. This guide cannot.
Does a HVAC need a state license?
Expect a mechanical, air-conditioning, or HVAC contractor license, plus EPA 608 if you handle refrigerant. The state page will say which one. Local permits show up on change-outs more often than on a capacitor. Read the board before you offer maintenance plans, because some registrations limit what an unlicensed tech can do in a customer's house. Put the license number on the site.
Is an EIN free?
Yes. The IRS issues an employer identification number at no charge and says you never have to pay a fee for one. Use the IRS link in the steps if you want the number yourself. LegalZoom, the partner on that step, can request it while they form the company. That service is optional, and the IRS fee is still zero.
What does the free HVAC site include?
A public page for your HVAC business and city, and a list of the quote requests that come from that page. No card. It does not form the company, get the EIN, buy insurance, or replace a license. The website guide for this trade is separate: it is about what the page should say once the company is real.
