5-Day Call Board
Quickly track your daily and weekly schedule so you can see call volume, gaps, and upcoming workload before the day gets away from the team.
Ultimate Excel Performance Bundle
Service Business
Performance Bundle
Take control of operations, sales, and growth with service business tools for owners who want more than a single price book: clearer numbers, cleaner team accountability, and a practical bridge between pricing files, owner training, and day-to-day performance.
KPI Sheet (Task Hour Pay)
Track technician performance, close rate, average ticket, and efficiency so pricing, sales, and field accountability stay connected.
KPI Sheet (Hourly + Bonus)
Monitor the same critical KPIs for hourly teams with bonus incentives, giving owners a clearer view of whether the pay plan supports the behavior they want.
Huddle Sheet
Your daily scoreboard. Instantly see team performance, track progress toward monthly goals, and identify what’s holding you back.
Annual Pace Sheet
Roll your daily and monthly numbers into a clear yearly view so you always know if you’re on track to hit your revenue goals.
Marketing ROI Calculator
Organize your marketing spend and clearly measure what’s actually generating revenue.
Hourly + Bonus Pay Plan Builder
Easily structure and forecast pay plans that incentivize performance while keeping labor costs under control.
Bonus Included
You’ll also receive video tutorial links that walk through each sheet step-by-step. If you need broader help, pair the bundle with the lesson library, Trade Wins services, or the resource library.
Instant Access
Performance Bundle
$999one-time payment
* Digital products are non-refundable
7 Ready-to-Use Excel Sheets
Step-by-step video training
Fully editable & customizable
Lifetime access to updates
Why This Bundle Works
- Gives owners a clearer view of calls, KPIs, pay plans, and marketing spend
- Stay here for shop tools. Use a plumbing or HVAC price book when you only need finished pricing files, and the job calculator app when you want a quoting download.
- Creates a practical scoreboard for team accountability and weekly review
- Uses a simple Excel format you can use as-is or customize to fit your business
What belongs here, and what does not
If you were looking for HVAC business books or broader shop tools, this is the paid set. Browse the resource library when you still want samples or a side-by-side look at books, this bundle, and the app.
Stay here for the $999 toolkit
Call boards, KPI sheets, huddles, marketing ROI, and pay-plan builders belong on this page. Buy here when you need the operations set, not another price book.
Use a price book for finished rates
Need only a trade catalog? Open the Plumbing Price Book or the HVAC Price Book. Compare trades on the price books hub.
Use the app for quoting
Bids and field quoting stay on the job calculator app. This bundle does not add a second calculator or invoice download.
The Bottom Line
If you want to move from scattered notes to a more organized service business, this bundle gives you the numbers and structure to review calls, pricing, pay, marketing, and team performance in one place.