Want a look at the layout
Open the PDF sample or the template page. Those show format. They are not the paid files.
Service book contents
What belongs in an HVAC service price book
A useful HVAC book is more than a parts spreadsheet. It has to cover the jobs your techs actually sell on a Tuesday afternoon.
Use this checklist to see what the service book should hold before you buy or rebuild one. For the lesson on how prices are structured, use the HVAC flat-rate pricing guide. When you want finished files, a parts list, and training, continue to the $299 HVAC Price Book.
Right page, right job
This is a contents list, not a sample download
Keep sample and product pages on their own jobs. This page answers what the book should contain so the chooser hub does not have to.
Want the finished book
The HVAC Price Book is the $299 package: full and light files, a task calculator, a vendor parts list, import tools, and training.
Want a quoting tool
Use the job calculator app after the book exists. Do not treat the app as a replacement for a service catalog.
Book contents
The sections a working HVAC service book should hold
If a section is missing, techs invent it on the call. That is how two trucks quote the same capacitor two different ways.
Diagnostics and trip rules
Spell out the diagnostic, what it includes, and when a trip charge applies. After-hours and holiday rates need their own rows, not a verbal add-on.
Maintenance and agreements
Tune-ups, filter visits, and agreement-only prices belong here so a contract customer is not billed like a first-time no-cool call.
Repair tasks by system
Capacitors, contactors, motors, boards, igniters, and common leak or drain work. Group them the way your techs talk: furnace, AC, heat pump, mini-split.
Install and replacement packages
Clear scopes for equipment changeouts, including what is excluded (permits, crane, line-set replacement) so the office is not rewriting every proposal.
Parts and equipment inputs
A vendor list you can refresh. Static part prices go stale. The book should tell a tech which file to update when a wholesaler changes cost.
Notes the truck can say out loud
Warranty language, refrigerant assumptions, and “call the office if” rules. A price without a sentence behind it does not survive a homeowner question.
What to skip
Leave these out of the service book
A service price book is not a CRM, not a free sample PDF, and not a city landing page. Keep the extra tools on their own URLs.
Do not bury software here
Quoting-tool questions belong on the software guide, then the app.
Do not treat a PDF as the book
A printable sheet is a field reference. The working book is the editable file you update when parts move.
Do not add town pages
Trade Wins sells national files and training. This checklist is for any HVAC shop, not a “near me” service area.
Next step
You know what belongs. Get the files when you are ready.
The checklist stays here. The HVAC product page is where you buy. Sample pages stay for layout only.
Get the $299 HVAC Price Book
Full and light files, a task calculator, a vendor parts list, import tools, and training. One-time purchase.
View the HVAC Price BookPreview the layout first
Use the PDF sample, template, or the pricing guide if you still want a look at structure.
Browse sample previewsCommon questions
Questions before you fill the book
Is a parts list enough?
No. A parts list without task scope, labor assumptions, and after-hours rules still leaves the tech writing a price on the truck.
How is this different from the HVAC pricing guide?
The pricing guide is a free lesson on how prices are built. This page lists what the service book should contain.
Do maintenance agreements belong in the book?
Yes. Tune-ups and agreement-only prices need their own rows so a tech does not reuse a demand-service price on a contract customer.
Where do I get finished HVAC files?
The $299 HVAC Price Book includes the working files, calculator, parts list, import tools, and training.
The list is here. The files are on the HVAC book page.
Keep this checklist for what belongs. Buy the HVAC Price Book when you want a working catalog instead of another empty sheet.