Equipment startup reports

Startup reports done before you leave the roof.

StartupSend turns your startup sheets into a form your techs fill on their phone, keeps the whole project's equipment list in one table, and sends branded PDFs to the commissioning agent the moment they're approved.

  • Every startup sheet you use, ready on day one
  • Your logo and colors on every PDF
  • Nothing is ever lost
19report types ready to use
1 tapYes / No / N/A checks
Secondsfrom approved to PDF in their inbox
Every changekept with who and when

How it works

From equipment list to signed-off PDF in three steps.

  1. 1

    The office sets up the project

    Make the project, pick the startup sheets it needs, and type or paste the equipment list. Or skip it: techs can add units as they go.

  2. 2

    Techs fill it in the field

    Big buttons, number pads, mode tables and L1/L2/L3 readings. Their name and the date fill themselves. Add photos and a signature. Works on any phone, tablet or laptop.

  3. 3

    Review, then send

    Reports go to your internal reviewer first, or skip straight to sending. Approved reports go out as one branded PDF to the Cx agent, GC or owner, and every PDF sent is kept.

Features

Everything the spreadsheet did, without the spreadsheet.

A real table for the office

The whole project's equipment list in one spreadsheet: type, paste from Excel, fill down. Every row is a report.

A form built for gloves

One tap answers, "Mark all Yes", Enter jumps to the next box, and "copy from RTU-1" fills the nameplate on the next unit.

Auto tech and date

The first entry stamps the technician's name and today's date. No more blank sign-off lines.

Your sheets, your way

Start from the library and drag sections and fields into the order you use. The builder knows the fields for each kind of equipment and suggests them as you type.

Branded PDFs

Your logo and colors, a clean layout, a contents page for the whole set, and page numbers on every page.

Review pipeline

Complete, review, return with a note, approve, send. Skip review on the jobs that don't need it, or send automatically on approval.

Nothing is ever lost

Every save is kept with who and when. Roll any report back to any point. Removed work goes to a Trash, and a full copy of your data is saved every night.

Any trade

HVAC is where we started, not where we stop: plumbing, electrical, controls and fire sheets build the same way.

Fits any screen

Phone on the roof, tablet in the mechanical room, two monitors in the office. Light and dark mode.

Template library

The startup sheets you already use, ready on day one.

Every template captures what the manufacturer and the Cx agent ask for. Use them as they are, or change any field, section or title to match your own sheets.

Ask for a sheet we don't have
  • RTU
  • DX Unit
  • Split System
  • WSHP
  • Fan Coil
  • Fans
  • Unit Heater
  • AHU
  • DOAS / ERV
  • Mini-Split / VRF
  • Pumps
  • Chiller
  • Boiler
  • Cooling Tower
  • VAV
  • VFD
  • Duct Heater
  • Water Heater
  • Any equipment

Pricing

One price for the whole crew, not per tech.

Per-user form apps charge $24 to $55 for every person who opens them. StartupSend charges per company, so adding a tech never costs more.

Crew

$79/month

For small shops getting off paper.

  • Up to 5 people
  • Every feature and template
  • Branded PDFs, review and sending
  • Unlimited projects and reports
Start free trial
Most popular

Company

$149/month

For contractors running several jobs at once.

  • Up to 25 people
  • Everything in Crew
  • We set up your first 5 custom sheets
  • Priority help
Start free trial

Enterprise

Let's talk

For large contractors and Cx firms.

  • Unlimited people
  • Everything in Company
  • We build all of your sheets
  • Training for your whole team
Contact us

Every plan starts with a 30-day free trial, no card needed. Pay yearly and get two months free.

Do my techs need to install anything?

No. StartupSend runs in the browser on any phone, tablet or computer. Add it to the home screen and it opens like an app.

Can we keep our own report layout?

Yes. Start from the library template closest to your sheet, then add, remove, rename and reorder fields until it captures exactly what yours does. Your logo and colors go on every PDF.

What happens to our data if we stop?

It's yours. Your admin can download all of your data any time from the Company page, and every PDF you've sent stays one click away on its project.

What if a tech loses signal on the roof?

What they type is kept on their phone until it reaches us, and saves the moment signal comes back. Full offline mode is on the way.

Who can see our reports?

Only the people your admin adds. Each company's data is walled off from every other company's.

About

Built by someone who reads startup reports for a living.

StartupSend was built by a commissioning engineer who spends his days reviewing startup reports: half-filled sheets, missing readings, unsigned pages and PDFs that show up weeks after the equipment ran.

The fix wasn't another form app. It was a tool that knows what an RTU startup needs, lets the office set up the whole job in minutes, lets the tech finish on the roof, and gets a clean, consistent PDF to the Cx agent without anyone retyping a thing.

We started with HVAC because that's where the pain is sharpest. The same builder handles any trade's startup and checkout sheets.

Contact

Start a free trial or ask us anything.

Tell us a bit about your company. We'll set up your account, load your startup sheets, and walk your team through it.

Already a customer? Sign in.