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 pairs with Lesson 8 (CRM)—your spreadsheet feeds the software your techs use in the van. Membership includes one-on-one Zoom support when Excel gets sticky, plus the full sales and operations library.

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