Still building the plumbing book
Use how to build a flat-rate plumbing price book for labor, tasks, materials, and a review calendar. Come back here when the file is ready for the trucks.
Team rollout
How to implement a contractor price book with your team
A book only works when one person owns the numbers and every truck uses the same tasks. This page is that rollout. It is not a file to download.
The plumbing build page covers labor and tasks. The HVAC contents page covers what belongs in the catalog. Start here after the book is already in the shop. If you still need finished files, open the $299 Plumbing Price Book or the $299 HVAC Price Book. If you want someone on a call while you set the file up, go to services.
Right page, right job
Use this page after the book exists
If you are still writing tasks or deciding what the catalog should hold, those pages already exist. Keep this one for the team.
Still listing HVAC sections
Use what belongs in an HVAC service price book for diagnostics, maintenance, repair, and install. This page does not replace that contents list.
Still choosing the files
The Plumbing Price Book and HVAC Price Book are the $299 packages, including training that ships with the files. If you are still deciding between those files and a quoting tool, read price book or pricing software first. Live setup help is a separate choice on services.
Rollout order
Six steps before the whole company uses the book
Skip the owner and the override rule, and the book looks finished in the office and optional on the truck.
Name one owner
The owner or one manager approves labor, parts markup, and task scope. If every tech can edit the sheet, you have six opinions, not a book.
Freeze the rules first
Settle labor, parts, and what is included before you gather the team. A meeting that reopens the math turns into a debate. Catalog work belongs on the build and contents pages, not in the driveway.
Show the presentation
Walk two common jobs the way a homeowner hears them: what is included, what is extra, and the number on the page. Do not ask a tech to invent a price on site.
Write the override rule
Some jobs will not match the book. Name what a tech may adjust, such as access, after-hours, or a missing part, and what must come back to the office. A verbal rule will be different on every truck.
Test with two techs
Give the book to two people for two weeks. Collect the jobs that needed a side conversation. Fix those tasks before you train the rest of the company.
Put the update on one calendar
Parts and labor move. The same person who owns the prices reviews the top tasks on a set date. A book nobody updates becomes a suggestion.
Do it yourself or book help
Most shops can roll this out. Some should not do it alone.
Comfort with the spreadsheet is not the same as a team that will actually use it. Decide which problem you have before you buy a call.
Do it yourself when the team will follow a written price
If you are comfortable in Excel and your CRM, and you can sit with the first jobs, you may not need a call. Most buyers do not. The price book lesson is there if you want the video before you train anyone.
Book help when the file is sitting unused
Hands-on price book implementation is optional. Add the $500 setup on services if techs still quote from memory or you want the file walked through with you. Trade Wins schedules within 24–48 hours, plans on 1–2 hours, and includes another meeting if the first one is not enough. That setup is not available if FieldPulse is your CRM.
Next step
Get help, or get the book your trade actually uses
Setup help lives on the services page. The trade books are where you buy the files. This page stays the rollout.
See setup help
Optional $500 setup on a Zoom call. Open services when you want that walkthrough with you.
Open servicesGet the Plumbing Price Book
One-time $299 files: full and light books, task and excavation calculators, import tools, and training. Not a monthly quoting subscription.
View the Plumbing Price BookGet the HVAC Price Book
One-time $299 files: full and light books, a task calculator, a vendor parts list, import tools, and training. Live setup is still a separate choice.
View the HVAC Price BookCommon questions
Questions owners ask before they train the team
Who should own the prices?
One owner or one manager approves labor, parts, and task scope. Technicians use the book. They should not each keep a private version.
Can a tech change a number on the truck?
Only inside a written override rule. Access, after-hours, or a missing part can be named in advance. Everything else goes back to the person who owns the file.
How is this different from the plumbing and HVAC how-to pages?
The plumbing page is the build order. The HVAC page is the contents list. This page starts after the book is already in the shop.
Does the job calculator replace the team meeting?
No. The job calculator app shows a price in the field. The shop still needs one book and one person who owns it.
You know who owns the book. Get help if the team will not use it.
Keep this page for the rollout. Open services when you want the setup call. If you still need the files, start with the Plumbing Price Book or the HVAC Price Book.