Chimney sweep

The Chimney Sweep pack tunes Manuall for annual sweeps and NFPA 211 inspections, creosote work, stainless liners, caps, crowns and flashing, gas hearth service, and dryer vents. Apply it at signup or from Settings -> Vertical Packs.

What the pack adds

Custom fields

• Customer (1): Flues, a number. It sits on the customer, not the property, so a landlord with four houses gets one count. If you carry multi-flue stacks or several addresses, that detail belongs on the Equipment record instead.
• Job (3): Scope (Sweep, Inspection, Repair, Cap / Damper, Liner), Inspection Level (Level 1, 2, 3), Creosote Stage (Stage 1, 2, 3).
• Equipment (5): Appliance Vented (open fireplace, insert, wood stove, pellet stove, gas log or insert, furnace or boiler, water heater), Flue Material (clay tile, stainless liner, cast-in-place, unlined masonry, Class A metal or prefab, aluminum gas only), Flue Size, Flue Height (ft), Roof Access (walkable, steep with harness, two story, ladder only, lift required). The Equipment record here is the flue and the appliance it vents, so the second visit starts from what the first one found.
• Lead (1): What Is Happening? Free text, because the caller says "it smells" or "smoke came in the room," not "negative pressure."
• Invoice (1): Certificate Number, for shops that number their sweep certificates.

None of the eleven are required. Note that the Job field Inspection Level records the same thing as a required item on the sweep checklist. Pick one place for it or your techs will fill both. Add or drop fields at Custom Fields.

Job templates

Thirteen, each with a duration for the slot finder. Sweep + Inspection 90 min, Level 2 Inspection 120, Creosote Removal (Stage 3) 240, Cap / Damper Install 120, Liner Install 480, Masonry Repair 480, Animal Removal + Prevention 120, Water Leak Diagnostic 90, Annual Care Plan Visit 90, Dryer Vent Cleaning 60, Gas Fireplace Service 90, Chimney Leak Repair 300, Chimney Fire Response 150. Chimney Fire Response is the only one at Emergency priority; Creosote Removal is High.

Required skills are pre-filled: ChimneySweep on all thirteen, plus Inspection on Level 2 Inspection and Chimney Fire Response, Creosote on Creosote Removal, Liner on Liner Install, Masonry on Masonry Repair and Chimney Leak Repair, Gas on Gas Fireplace Service. If nobody carries those tags at Team and Availability, the slot finder gates every tech off those jobs.

All thirteen pre-fill billable lines, and three of them guess at a quantity. Liner Install pre-fills 25 linear feet of liner, Masonry Repair pre-fills 40 sq ft of tuckpointing plus one brick, and Chimney Fire Response pre-fills the Level 2 plus the After-Hours Emergency Premium. Measure the flue, count the joints, and pull the after-hours line when the fire call comes in at ten on a Tuesday. Every template carries a linked checklist.

Services

Twenty-four price book lines, each with all three tiers (Default, Member, Commercial) and a cost, all badged "Set your price" until you save them.

• Sweep and inspection: Standard Sweep + Level 1 Inspection, Level 2 Inspection (Camera), Level 3 Inspection, Creosote Treatment (Stage 2/3), Service Call (Chimney Sweep), Hourly Rate (Chimney Sweep), After-Hours Emergency Premium, Annual Chimney Care Plan.
• Top of the chimney and water: Chimney Cap Installation, Top-Sealing Damper Installation, Chase Cover Replacement, Chimney Crown Repair / Rebuild, Chimney Flashing Repair + Reseal, Chimney Waterproofing, Chimney Leak Diagnostic, Tuckpointing (per sq ft), Brick Replacement (per brick).
• Inside work: Stainless Steel Chimney Liner (per linear ft), Smoke Chamber Parging, Wood Stove Installation, Prefab Fireplace Removal + Haul-Away, Gas Fireplace Service + Cleaning, Dryer Vent Cleaning (Chimney Sweep), Animal Removal + Cap Installation.

Ten are flagged for public booking and the public site: the standard sweep, the Level 2, cap and top-sealing damper, waterproofing, animal removal, the leak diagnostic, the care plan, dryer vent, and gas fireplace service.

Two things to settle before you quote off any of it. Chimney Cap Installation is described as labor plus cap and also carries a cap on its bill of materials, so bill it one way or the other and not both. Wood Stove Installation is one flat figure that knows nothing about your hearth pad, your Class A run, or a through-the-roof versus through-the-wall exit, so treat it as the starting number for an estimate.

Checklists

Three, shipped for you to check against your own procedure at Checklists. Forty-four items between them, and most capture a reading or a choice rather than a tick. Gas Fireplace Service is linked to the sweep checklist, which asks for creosote stage and flue tile condition: fine on a vented insert, dead weight on a direct vent unit, so write your own gas checklist if hearth service is a real share of your book.

• Sweep + Inspection Checklist, 23 items, linked to Sweep + Inspection, Creosote Removal, Annual Care Plan Visit and Gas Fireplace Service. NFPA 211 level performed, draft in inches WC, creosote condition and thickness, flue tile or liner condition, smoke chamber, damper, crown and cap, connector clearance, hearth extension depth, and whether the termination meets 3-2-10. Five are required: draft and appliance operation, the level, ambient CO during burn, a CO alarm on every level with a fuel appliance, and Unsafe condition found, which offers Do Not Use Until Repaired.
• Liner Install Checklist, 13 items, linked to Liner Install. Appliance input in BTU/hr, liner diameter and installed length, manufacturer and UL 1777 listing, insulation used, top plate and storm collar sealed, and a photo of the listing tag. Three required: sized and insulated correctly, the spillage test at five minutes, and ambient CO after firing.
• Pre-Service Safety Check, 8 items, the checklist on the other eight templates. Roof access method, fall protection anchored where the pitch is not walkable, appliance cold and ashes removed, dust containment, soot PPE, a CO baseline before work, and a photo of the hearth before setup. Four of the eight are required.

Parts

Twenty truck items across ten categories: Caps & Covers, Dampers, Liners, Chemicals, Masonry, Flashing, Sealants, Venting, Gas Hearth, Hearth Parts. Cost and price are a national average, stock is zero, and no reorder point is set, because nothing here knows what is on your truck. Every size is the common one, not necessarily yours: the single-flue cap and the top-sealing damper are 8 in round, the liner, tee, top plate and Class A pipe are all 6 in, and the chase cover is 36 x 36 in. Count the truck once and set your own numbers at Parts and Inventory.

The bill of materials wires 23 rows to 15 services. Stainless Steel Chimney Liner carries four (25 ft of 316Ti liner, 25 ft of half-inch wrap, a top plate with storm collar, and an optional tee), Chase Cover Replacement and Chimney Flashing Repair + Reseal carry two each, and Wood Stove Installation carries three lengths of Class A pipe. Two parts are wired to nothing: the 13 x 13 multi-flue cap and the stove door gasket kit. Wire them up when you price a multi-flue cap and a gasket job.

Seasonal pricing proposals

Five rules, all shipped switched off. The engine ignores an inactive rule, so nothing moves until you open one and turn it on at Seasonal Pricing.

• Burn Season Rush, Sep 15 to Dec 31, 1.20x on Standard Sweep + Level 1 Inspection. It touches that one line only, not the Level 2 or the cap work that comes off it.
• Deep Winter Burn, Jan 1 to Feb 28, 1.15x on Creosote Treatment (Stage 2/3). The end date is Feb 28, so a leap-year Feb 29 falls outside it.
• Nesting Season, Mar 1 to Jun 15, 1.15x on Animal Removal + Cap Installation.
• Summer Slow Season, Apr 1 to Jul 31, 0.88x on Chimney Waterproofing. A discount, to move sealing work into the only window when the masonry is dry.

Typical workflow

• The annual sweep is the route. Put each flue on a recurring job at its own interval, hold the plan term in a service contract, and bill the Annual Chimney Care Plan charge on a recurring invoice so the visit ticket does not charge it twice.
• Every sweep is also a roof inspection. The crown, cap and flashing answers on the checklist are next month's repair pipeline, so quote what you found before you come down the ladder and send liners, crowns and rebuilds as an estimate with a deposit.
• Fire and CO calls are the same-day lane. Run the Chimney Fire Response template, camera before you sweep, and let the required Unsafe condition found answer carry the do-not-use call in writing.
• Real estate Level 2s sit on a closing deadline. Book them at the front of the day and send the report and the flue photos through the customer portal the same afternoon, because the agent, the buyer and the carrier all want it.
• Rebuilds and stove installs pull in other trades and paperwork. Track the local permit under Permits and any roofer or mason you bring in under Subcontractors, and mark each cost billed to the customer or absorbed so the job margin is honest.
• Fill the Equipment record on the first visit. Flue material, size, height and roof access decide who goes, what ladder goes, and whether the next call is a sweep or a liner.

Inspection levels and the autumn crush

NFPA 211 sets three levels, and the pack carries all three as separate services because they are separate jobs. Level 1 is the readily accessible visual that goes with a routine sweep on a system that has not changed. Level 2 adds the camera and the accessible attic, crawl and roof, and the standard calls for it after a chimney fire, a lightning or earthquake event, a fuel or appliance change, or a property transfer. Level 3 opens concealed construction. A carrier or a closing attorney will ask which level you performed, which is why it is a required checklist item and not a note.

The season is the other half of this trade. The phone is quiet through summer, then the first cold night arrives and you are booked three weeks out through Christmas, which is what the Burn Season Rush rule is built for. The work that pays best, liners, crowns, chase covers and waterproofing, needs dry weather and a free day, and neither exists in November. Sell those off the sweeps you run in spring and summer, and use the shoulder months for care plan visits so the autumn calendar has room for the calls that come in scared.

Re-applying and mixing packs

Applying a pack twice adds only what is missing, so re-apply after an update without losing an edit. Roofing is the common second pack, since flashing, chase covers and the roof line are already your work. Gutters fits the same ladder and the same customer, and HVAC covers the furnace and water heater venting you are already looking at when you camera a shared masonry chimney. Apply any of them from Settings -> Vertical Packs.