You are writing a short scope
Read the three questions below. If the commercial visit is one account and a few known tasks, that note may be enough for the truck.
Commercial service work
Commercial HVAC Pricing Guide
This page is for contractors who price commercial service work. It is not for a homeowner looking up an emergency repair.
A short scope names one visit: the account, what the visit includes, and what is extra. The flat-rate task book is the full catalog of repairs, maintenance, installs, and parts. Trade Wins sells that catalog as the HVAC Price Book. This page is not a download, and it is not a second product.
What this covers
A short commercial scope, then the book
This page explains a short commercial scope. The HVAC Price Book is where you buy the catalog. There is no file to download here.
You want the finished catalog
The HVAC Price Book is the one-time $299 package: full and light files, a task calculator, a vendor parts list, import tools, and training.
You expected a file
There is no download here, and there is no commercial-only product. The paid files stay on the HVAC Price Book.
What the short scope answers
Three questions, and no price you have to invent
Write the visit in plain language before anyone puts a number on it. If the answer needs a full task list, it belongs in the book.
Who the visit is for
Name the account and the system. A commercial service visit is not a homeowner no-cool call, and two techs should not have to guess which site they are pricing.
What the visit includes
Say what the visit covers and what is extra, including access and after-hours. If the catalog does not already price a piece of equipment, the scope should say that instead of hiding it.
Which options the tech may offer
Give the tech a plain choice on that same visit, such as the service you already sell or a larger scope, and say what each choice includes. The customer should be able to hear the difference once.
Scope or catalog
A short scope is not a task catalog
A note can keep one commercial visit consistent. It cannot hold every repair, maintenance plan, install, and parts update the trucks will ask for later.
Keep the short scope when the visit is a few known tasks
Use it when the account and the system are clear and you only need to say what this visit includes. Do not treat that note as the system, and do not print a price on this page.
Open the book when the work repeats
The HVAC Price Book is the flat-rate task catalog for repairs, maintenance, installation work, and parts. Full and light files, a task calculator, a vendor parts list, import tools, and training. One-time $299. You edit labor, parts, and margins for your market. It is not a commercial-only product.
View the HVAC Price BookNext step
You know what the short scope is for. Get the catalog when the work repeats.
This page stops at the difference. The product page is where you buy. If you want help putting the files to work after you buy, see Trade Wins services.
Get the HVAC Price Book
Full and light files, a task calculator, a vendor parts list, import tools, and training. One-time $299. Not a monthly software bill, and not a commercial bid sheet.
View the HVAC Price BookThere is no file on this page
Do not look for a download, a sample price, or a commercial-only book. The paid catalog is the HVAC Price Book. This page only explains the short scope.
Common questions
Questions before you write the visit
Can I download a price list from this page?
No. There is no file on this page, and there are no sample prices. The paid files are on the HVAC Price Book.
Is the HVAC Price Book a separate commercial product?
No. It is the flat-rate task catalog for repairs, maintenance, installation work, and parts. It is not a commercial-only book.
Who is a short scope for?
Contractors pricing a commercial service visit. It is not a page for a homeowner looking up an emergency repair.
Where do I get the task catalog?
The HVAC Price Book is the one-time $299 package: full and light files, a task calculator, a vendor parts list, import tools, and training.
The short scope is explained. The catalog is on the book page.
Keep this page for one commercial service visit. Open the HVAC Price Book when you want the finished task catalog.