Trade Wins Lesson #9

Build a price book that updates itself—and protects your margin.

This is the lesson members talk about for years. Mitch screen-shares his real Excel price book—990 parts, 240 flat-rate tasks, truck inventory math, and the import workflow into ServiceFusion—so you see exactly how profitable pricing gets built, not guessed.

Lesson 9: Price Books Approx. 76 minutes
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Pricing engine

Why your price book is not a PDF on a tablet

  • Calculator, not catalog Layers of Excel formulas tie parts costs to task prices—change one cell, reprice everything.
  • Flat rate done right Task hours, spiffs, and a $420/hr anchor—built so techs sell confidently in the field.
  • Parts markup with logic Tiered divisors—heavier markup on small parts, lighter on big-ticket items customers scrutinize.
  • CRM-ready exports Mass upload into ServiceFusion—no hand-typing 240 tasks one by one.

What you get from Lesson 9

1:42
Parts tab & markup divisors Start where you know your trade—990 SKUs with tiered markup formulas.
22:06
Task codes & diagnostics 240 grouped tasks—from trip charges to tankless installs—with flat-rate tech pay.
40:55
Deluxe water heater walkthrough Unhide the columns—see parts, misc costs, and how $2,331.39 gets calculated.
52:38
Vendor price updates Export to Ferguson, paste new costs back—minutes, not weekends.
57:04
Excel → ServiceFusion Watch task groups appear in the CRM exactly as they do in the spreadsheet.
67:36
Where to start Parts tab first, then diagnostics, then repairs—build in layers, not overnight.
Real numbers

Why members rewatch this one

  • No theory—live screen share David sees Mitch’s book for the first time on camera. You’re in the room.
  • Confidence under pushback Know your truck carries $15K in inventory and $94K rolls to the job—say it with proof.
  • Living document mindset Price books change quarterly—this lesson shows you how to change them in an evening.
  • Build it yourself We won’t sell you Mitch’s thumb drive—the hard way is how you master the machine.

Ready to stop leaving money on every ticket?

Lesson 9 is educational support for the pricing workflow, not a replacement for the product pages. Pair it with Lesson 8 (CRM) so your spreadsheet feeds the software your techs use in the van. Want finished files or shop tools? Compare our price books, go straight to the plumbing price book or HVAC price book, or see the performance bundle for call boards and KPIs. Need someone to walk the setup with you? Use implementation services. The job calculator app is for field quoting, not this lesson.

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