This website is currently undergoing routine maintenance, and some pages might be unavailable. Thank you for your patience.



Residential Retrofit & Service Operations Management Program

The Residential Retrofit and Service Operations Management Program provides information on the latest methodologies to start up and run a profitable and successful residential and light commercial HVAC service and replacement department. This manual begins with an in-depth look at the financial considerations involved in this special type of work and moves into areas such as sales and operations, marketing methods, and personnel requirements. The appendices include a wealth of sample job descriptions for typical residential/light commercial personnel and very interesting "blog style" case studies offering valuable firsthand contractor advice.

  • Dollar SignPDF $185.00


HVAC Contractors Guide to Bidding Green Building Projects

HVAC contracting firms interested in successfully bidding green building construction projects must be aware of additional requirements if the project is design-build, construction, commissioning, closeout and warranty period. This guide introduces HVAC contracting firm personnel to green building construction and provides information that will help them successfully bid green building construction projects. Updated to comply with LEED Version 3 (v3) green building rating systems.

  • Dollar SignPDF $85.00


Guide to Cost Recovery for Sheet Metal and HVAC Equipment

The SMACNA Guide to Cost Recovery for Sheet Metal & HVAC Equipment is a comprehensive, current guide to cost recovery for owned equipment. The rates in this manual are intended as guidelines paralleling amounts an equipment owner should charge during rental or contractual periods to recover equipment-related costs on a single-shift basis.

  • Dollar SignPDF $350.00


Financial Tools for SMACNA Contractors

Financial Tools for SMACNA Contractors bridges the gap between the construction operations and the business functions of a company. It teaches fundamental financial concepts and provides information to apply the concepts in today's business world. The book covers such toppics as interpreting financial statements, accounting practices, work in process, job cost accounting, financial analysis and indicators, projections and budgets, effective use of credit, protecting company, assets and information, and making decisions in volatile conditions. In Financial Tools for SMACNA Contactors the financial and management processes for a sheet metal company is broken down into three sections: 1) the foundation - getting the basics right and on time, 2) the structure - understanding where you are and looking at the road ahead and 3) the process - making decisions and overcoming road blocks.

  • Dollar SignBook $250.00
  • Dollar SignPDF $250.00

Contractor Operations Manual Jul 12 2023

Principles of Job Costing

An effective job costing system helps construction managers and business owners be more successful and profitable. It is also a critical tool for identifying and controlling risk. SMACNA’s updated book “Principles of Job Costing” will provide insight into improving your company’s job costing system.

Properly set up and managed, a job-cost management system will help make a company more profitable with less risk and the ability to grow and manage larger projects.

The updated book includes chapters on system set-up considerations, the estimating system, converting the estimate into an operating budget, progress reporting, change control, work in progress, and cash-flow forecasting. Appendixes include useful samples of general ledger structure, cost code structure, an estimating turnover checklist, and a sample accounts receivables escalation process.

This document is free to members in the SMACNA Store.

  • Dollar SignPDF $75.00

New Horizons Foundation Jul 07 2023

locked icon
Managing Supply Chain Disruption

In this paper, FMI and the New Horizons Foundation will share with you what best-in-class SMACNA member contractors have learned– and give you the tools to be more effective in managing supply chain disruption.

Webinar Jul 20 2021

locked icon
Webinar: The Steel Pricing Crisis

With the price of steel rising steadily and showing no signs of dropping soon, many contractors are left facing situations where profits on projects are suffering. SMACNA designed this webinar to provide the critical information our members need to come up with practical solutions when facing profit loss due to the current price of steel.

SMACNews Jun 29 2021

Is an ESOP the Right Succession Plan Option for Your Company?

When planning the succession of your construction company, one of the first questions to ask is ‘How do I envision the company after my ownership exit? If your goal is keeping the company intact — and possibly retaining your leadership position — relinquishing control to a third party is not an option.

Webinar Apr 08 2021

locked icon
Surety Made Simple

Host Brandon Gainer, a surety marketing specialist with Federated Insurance, explains how surety bonds differ from insurance and how they have historically been used on public work projects, as well as their use among general contractors and the impact on subcontractors.

COVID-19 Apr 06 2021

Paycheck Protection Program FAQs by Topic

These FAQs address the Paycheck Protection Program (“PPP”), as recently amended by the American Rescue Plan Act, which was signed into law by the President on March 11, 2021.  These FAQs are based upon the information and guidance issued by the Treasury Department and Small Business Administration as of April 6, 2021.  We will continue to update these FAQs as we receive additional guidance from the SBA and the Treasury Department.   

Contractor Operations Manual Feb 10 2021

Navigating Cost-Plus Contracts: Understanding Profit Pockets and Negotiation Strategies

A cost-plus and a fixed-price contract are two types of construction contracts. Both are used frequently when entering into an agreement to build a structure or system. Each has its own special advantages and disadvantages for both the contractor and the buyer. For the sheet metal or HVAC contractor, the choice depends upon the situation, the needs of the client and the risk inherent in the construction.

This document is free to members in the SMACNA Store.

  • Dollar SignPDF $75.00

Webinar Oct 13 2020

locked icon
Advanced Enterprise Budgeting and Forecasting

Today, more than ever, Chief Financial Officers need to increase their sophistication in linking business strategy to budgeting and forecasting. This EDGE Conference presentation will help you gain a better understanding of the bottom up approach to budgeting using marginal contribution and return on equity principles.

Webcast Aug 07 2020

Pandemics and Productivity

This webcast breaks down the New Horizons Foundation report on Pandemics and Productivity in easy-to-understand pieces and explains how contractors can use the findings.

Contractor Operations Manual Dec 10 2019

Material and Inventory Management Guide

This guide provides member contractors with a resource on purchasing and inventory management systems. Whether simple or complex, these systems are a set of rules for deciding when to purchase materials and services and how much to purchase.

This document is free to members in the SMACNA Store.

  • Dollar SignPDF $75.00


Financial Boot Camp

This program will increase the knowledge, skills and abilities of those individuals within a firm who are considered “non-financial personnel” but need to have the best understanding of the firm’s financial situations.

Tool and Equipment Rental Guide and Schedule

This guidebook offers insights on contractor-owned equipment to ensure industry professionals have the most updated costs to inform internal estimating, project proposals for new and potential customers, and cost accounting efforts.