You need the short list
Read the three kinds of lines below. If the shop only sells a handful of service calls, that list may be enough for the truck.
Short field list
What an HVAC Pricing Sheet Should Include
A sheet is a short field list the tech can scan on the call. A price book is the full task catalog the shop agrees on and keeps current. On that short list, price the diagnostic and trip, the repairs you already sell, and the options you offer on those jobs.
Those repairs are the ones a normal service day already includes: capacitors, contactors, motors, boards, igniters, and common leak or drain work on a furnace, AC, heat pump, or mini-split. This page is not a download, and it does not print prices. When the list has to cover installs and the rest of the catalog, open the HVAC Price Book.
What this covers
What a one-page HVAC list should include
This page shows what belongs on a one-page HVAC price list. Buy the finished catalog on the HVAC Price Book. The PDF page is only a look at the layout.
You want the finished catalog
The HVAC Price Book is the one-time $299 package: full and light files, a task calculator, a vendor parts list, import tools, and training.
You want to see the layout
The PDF preview shows a sample layout. It is not a download of the paid files, and it is not a finished price list.
What to put on it
Three kinds of lines, and nothing you have to invent
Keep the list short enough that a tech can find the job without scrolling a catalog. If a line needs a paragraph of exceptions, it belongs in the book.
Diagnostic and trip
Write the visit itself: what the trip includes, when a diagnostic applies, and what it does not cover. If two techs would argue about whether the diagnostic is included, the line is not finished.
Common repairs
List the work you already sell every week: capacitors, contactors, motors, boards, igniters, and the leak or drain jobs that show up on a normal day. Group them the way the truck talks: furnace, AC, heat pump, mini-split. Do not open the sheet with a full equipment changeout.
Options
Give the tech a plain choice on those same jobs, such as repair or replace, and say what each choice includes. The homeowner should be able to hear the difference once.
When the list is too small
A short list is not a catalog
A handful of lines can keep a small shop consistent. It cannot hold every maintenance agreement, install exclusion, parts update, and training note the trucks will ask for later.
Keep the sheet when the work is a handful of service calls
Use it when every tech already knows those jobs and you only need a reminder of what the visit includes. Update it when the work you sell every week changes. Do not treat it as the system.
Open the book when coverage is the problem
The HVAC Price Book is the full service catalog: full and light files, a task calculator, a vendor parts list, import tools, and training. One-time $299. You edit labor, parts, and margins for your market.
View the HVAC Price BookNext step
You know what the short list is for. Get the catalog when you need it.
This page stops at the difference. The product page is where you buy. The PDF preview stays a look at the layout.
Get the HVAC Price Book
Full and light files, a task calculator, a vendor parts list, import tools, and training. One-time $299. Not a monthly software bill, and not a one-page sheet.
View the HVAC Price BookLook at the layout first
The PDF page shows a sample layout. Use it if you want that look before you buy. It is not the paid files.
Preview the PDF sampleCommon questions
Questions before you write a one-page list
Is a one-page sheet the same thing as a price book?
No. A sheet is a short field list. A price book is the full task catalog the shop prices and updates.
What lines belong on the short list?
The diagnostic and trip, the repairs you already sell, and the options you offer on those jobs. Leave installs and the rest of the catalog for the book.
Can I download a sheet from this page?
No. There is no file on this page, and there are no sample prices. The PDF page is a layout preview. The paid files are on the HVAC Price Book.
Where do I get the full catalog?
The HVAC Price Book is the one-time $299 package: full and light files, a task calculator, a vendor parts list, import tools, and training.
The short list is explained. The catalog is on the book page.
Use this page to see what belongs on a one-page list. The HVAC Price Book is the finished task catalog.