Want a look at the layout
Open the PDF sample or the template page. Those show the columns and the format.
Build sequence
How to Build a Flat Rate HVAC Price Book
Set a loaded labor rate before you price a capacitor, a tune-up, or a no-cool call. Count wages, burden, the truck, and the hours you actually bill. When you want finished files, open the $299 HVAC Price Book.
After that, write the calls the trucks already run, spell out what each task includes, attach parts and time, test the short list with two techs, and put a review date on the calendar. The section list for diagnostics, maintenance, repair, and install is on what belongs in an HVAC service price book. The lesson on how a task price is built is the HVAC flat-rate pricing guide.
Three next stops
This page is the build order
Sample layouts, finished files, and the job calculator each have their own page. This sequence covers labor, the tasks, and the review calendar.
Want the finished book
The HVAC Price Book is the $299 package: full and light files, a task calculator, a vendor parts list, import tools, and training.
Want a quoting tool
Use the job calculator app after the pricing logic exists. The app presents the prices. It does not set the labor rate or the task list.
Build order
Six steps that hold up on a no-cool call
Skip a step and the book looks complete in the office, then falls apart the first time a tech has to explain a price at the condenser. Do them in this order.
Load the labor rate
Include wages, burden, the truck, and the hours you actually bill. A catalog built on a guessed hourly number undercharges every tune-up and every after-hours diagnostic.
Start with the calls you already run
No-cool, no-heat, maintenance agreements, and the repairs that show up every week. Leave the rare crane set until that common list is trusted.
Write what the task includes
Each task needs a sentence a homeowner can hear once: diagnostic scope, whether refrigerant is included, and when the office has to reprice. If two techs would argue, the task is not finished.
Attach parts and time
Use a vendor cost you can update, plus setup and cleanup. Keep the trip charge and after-hours rules as their own rows so they are not buried inside every repair.
Run a two-week field test
Give the short list to two techs. Collect the jobs that needed a verbal override. Fix those tasks before you add another hundred lines.
Put a review date on the calendar
Refrigerant, equipment, and labor move. A quarterly pass on the top sellers keeps the book trusted. A book nobody updates becomes a suggestion.
Build vs buy
When a blank sheet is slower than a finished book
Building from scratch teaches the math. It also eats months if you still need a task calculator, a vendor parts list, and training for the team.
Keep building when the catalog is small
If you only price a short list of residential repairs and you already know the loaded labor rate, an in-house list can work while you learn the method. See what an HVAC pricing sheet should include before you expand that list into a full catalog.
Buy the book when coverage is the bottleneck
If you need a full residential catalog, a task calculator, and a way to train techs, start from the Trade Wins HVAC Price Book and edit the files to your costs. If the shop sells plumbing and HVAC and you want one shared price standard, see the plumbing and HVAC price book.
Next step
Learn the method, then open the book
The how-to stops at the decision. The HVAC Price Book page is where you buy. Sample pages stay for layout.
Get the $299 HVAC Price Book
Full and light files, a task calculator, a vendor parts list, import tools, and training. One-time purchase. If you want help putting the files to work after you buy, see Trade Wins services. If the book is already in the shop and the trucks are the problem, use the team rollout.
View the HVAC Price BookPreview the layout first
Use the PDF sample, the template, or the pricing guide if you still want a look at structure before you buy.
Browse sample previewsCommon questions
Questions shops ask before they start
Should I start from a blank spreadsheet?
You can, if you already know the labor rate, the calls you sell every week, and how you will update parts. Most shops save months by starting from a finished book and editing it to their costs.
How is this different from the HVAC service-book checklist?
The checklist names the sections the book should hold. This page is the order to build those sections. The pricing guide is the lesson on how a task price is structured.
What if the shop sells plumbing and HVAC?
Keep this sequence for the HVAC work. If you want one shared price standard for both trades, the plumbing and HVAC price book is the $499 combined download. The HVAC-only files stay on the HVAC Price Book.
When should I buy a price book instead of building one from scratch?
Buy when the bottleneck is catalog size, a task calculator, or training the team. Use this page first, then open the HVAC Price Book.
You have the sequence. The HVAC Price Book is the finished files.
Use this page for the method. Open the HVAC Price Book when you want a working catalog.