Your logo and colors on every PDF
A clean layout with your letterhead, page numbers on every page, and one report or the whole set with a contents page. Pick a color to see it.
NewPay by card or invoice
Startup reports done before you leave the roof.
Your techs fill each unit's startup sheet on their phone. The office sees where every unit stands. The Cx agent gets a clean, branded PDF instead of a half-filled spreadsheet weeks later.
EF-1Exhaust fan · Roof, north
Not started
0 of 12
Pre-Startup Checks
Fan secured; isolators adjusted
Bearings lubricated
Belt tension and alignment checked
Guards installed
Dampers open and operational
Rotation correct
Operating Data
Actual Volts (V)
Actual Amps (A)
Mark complete?
Some fields are blank. Blank fields print as a dash. Mark it complete anyway?
Try it. Tap the checks and readings on the phone, then Mark complete. The PDF fills in as you go.
Northwind MechanicalFAN STARTUP REPORT
- Customer
- Riverside Health
- Project
- Riverside Medical Office
- Project no.
- 26-042
- Unit
- EF-1
- Location
- Roof, north
- Equipment
- Fan (Supply / Return / Exhaust)
- Technician
- Date
- Status
- Not started
Motor Information
- HP
- 1.5 HP
- Volts
- 208 V
- Phase
- 3
- RPM
- 1725 RPM
- Frame
- 145T
- Amps
- 5.2 A
Pre-Startup Checks
- Fan secured; isolators adjusted
- Bearings lubricated
- Belt tension and alignment checked
- Guards installed
- Dampers open and operational
- Rotation correct
Operating Data
| L1 | L2 | L3 | |
|---|---|---|---|
| Actual Volts (V) | |||
| Actual Amps (A) |
Remarks
Northwind Mechanical · Riverside Medical OfficePage 1 of 2
Riverside Medical OfficeEquipment · 6 units
- RTU-1Rooftop unitSent
- RTU-2Rooftop unitIn review
- EF-1Exhaust fanNot started
- FCU-1Fan coilIn progress
- 19report templates, ready on day one
- 1 tapfor every Yes, No or N/A
- Every savekept, with who and when
- Any screenphone, tablet or computer, light or dark
Before and after
Same rooftop unit. Two very different reports.
Excel workbooks and paper sheets come back half-filled, unsigned and late. With StartupSend, the same startup reaches the Cx agent complete, stamped with who and when, and on your letterhead.
- Which unit is this?
- No tech, no date
- Readings left blank
- Not signed
- Emailed weeks after startup
Northwind MechanicalRTU STARTUP REPORT
- Project
- Riverside Medical Office
- Unit
- RTU-2 · Roof, west
- Technician
- Marcus Reed
- Date
- 11/6/2026
- Filters installedYes
- Belt tension and alignment checkedYes
- Gas piping leak tested; drip leg installedYes
- Fan rotation correctYes
| Cooling | Heating | |
|---|---|---|
| Suction Pressure (psig) | 132 | 118 |
| Discharge Pressure (psig) | 365 | 310 |
| Compressor Amps (A) | 12.4 | 11.8 |
Technician Sign-Off · Marcus Reed
- Unit, location and project on every page
- Tech and date stamped on first entry
- Every check answered
- Signed
- Your logo and colors
How it works
From equipment list to signed-off PDF in four steps.
The office sets up the job once. Techs fill reports where the equipment is. A reviewer checks them if you want one. The Cx agent gets the whole set.
-
1
The office sets up the project
Make the project, pick the startup sheets it needs, and paste the equipment list straight from Excel. Every row becomes a report. Or skip it: techs can add units as they go.
- Type, paste or fill down, like a spreadsheet
- Status for every unit at a glance
Sample equipment list pasted from Excel Tag Equipment Location Report Status RTU-1 Packaged rooftop unit Roof, east RTU Not started RTU-2 Packaged rooftop unit Roof, west RTU Not started EF-1 Exhaust fan Roof, north Fan Not started FCU-1 Fan coil unit Level 2, corridor Fan Coil Not started WSHP-1 Water source heat pump Level 3, suite 310 WSHP Not started UH-1 Unit heater Parking garage Unit Heater Not started -
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 on any phone.
-
3
Review, if you want it
Reports go to your internal reviewer first. Return one with a note, or approve it. Skip review on the jobs that don't need it.
-
4
Send the set
Approved reports go out as one branded PDF, with a contents page, to the Cx agent, GC or owner. Every PDF you send is kept on the project.
Features
Everything the spreadsheet did, without the spreadsheet.
Name and date fill themselves
The first entry stamps the tech's name and today's date. No more blank sign-off lines.
A form built for gloves
One-tap answers, Enter jumps to the next box, and "copy from RTU-1" fills the nameplate on the next unit.
Nothing is ever lost
Every save is kept with who and when. Take any report back to any point. Removed work goes to the Trash, and a full copy of your data is saved every night.
Your sheets, your way
Start from the library, or build any sheet from blocks. The builder knows the fields for each kind of equipment and suggests them as you type.
Fits any screen
Phone on the roof, tablet in the mechanical room, two monitors in the office. Light and dark mode. Nothing to install.
Any trade
HVAC is where we started, not where we stop. Plumbing, electrical, controls and fire sheets build the same way.
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.
- RTU10 checks · 56 fields
- DX Unit10 checks · 70 fields
- Split System10 checks · 37 fields
- WSHP9 checks · 61 fields
- Fan Coil8 checks · 30 fields
- Fans6 checks · 32 fields
- Unit Heater6 checks · 30 fields
- AHU10 checks · 54 fields
- DOAS / ERV7 checks · 28 fields
- Mini-Split / VRF6 checks · 21 fields
- Pumps8 checks · 34 fields
- Chiller7 checks · 35 fields
- Boiler8 checks · 31 fields
- Cooling Tower7 checks · 26 fields
- VAV7 checks · 21 fields
- VFD5 checks · 24 fields
- Duct Heater4 checks · 20 fields
- Water Heater6 checks · 17 fields
- Any equipment4 checks · 9 fields
- Need another sheet?Build it from blocks, or send us yours.Ask for a sheet
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 is priced per company, so the whole crew is covered for one price.
Company plan: $149 a month for all 12. A per-user app at $24 to $55 a person would run $288 to $660 a month.
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
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
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
Every plan starts with a 30-day free trial, no card needed. Pay by card or invoice, and pay yearly to get two months free.
Questions
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.
How do we pay?
By card or by invoice. With a card, payment runs through Stripe, and receipts, card changes and cancelling are on Stripe's own page.
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
- Built by
- A commissioning engineer
- Built for
- Mechanical contractors
- Started with
- HVAC startup sheets
- Works for
- Any trade's startup and checkout sheets
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. Here is what happens next:
- We set up your accountYour company, your logo and colors.
- We load your startup sheetsFrom the library, or built to match yours.
- We walk your team through itThe office and the techs, on their own phones.
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