HVAC Flat-Rate Price Book Builder

Two techs, same job. Do they quote the same price?

A complete flat-rate pricing system for owner-led HVAC shops. Quote every job from your real costs, not guesswork or memory.

The Flat-Rate Price Book Builder gives you the calculators, manuals, and customer paperwork to set consistent, profitable prices and hand them to your team without giving away your cost structure. Built for owners who want to own their pricing, not rent it from software.

6 customer files · 6-tab Excel workbook · print-ready price list · state-specific authorization template

Comes preloaded with real HVAC tasks and parts, with room for 200 of each, so you start from worked examples, not a blank sheet.

Named reviewers

• Angela M. Pomeroy — Editor: owns the edition structure and final publication standard.
• Ryan W. Kincaid — Trade Reviewer: checks operational sections against real shop workflows.
• Kevin J. Hollowell — Accountant: reviews pricing logic, calculators, and financial assumptions.
• Patrick H. Calloway — Attorney: reviews contract templates and customer-facing legal language.

Who it's for

• Owner-led HVAC shops, ~1-25 techs (up to ~50 employees)
• Owners quoting from memory or ad-hoc estimates who want consistency
• Shops that want pricing control without subscribing to field-service software

Who it's not for

• Contractors already running a full FSM platform (ServiceTitan, Housecall Pro) with pricing dialed in
• Anyone wanting a pre-filled list. This builds prices from your numbers, not a national benchmark

What's included

• Owner Manual (PDF): Quick-Start rollout, full master manual, and version log. Walks you through labor burden, overhead allocation, and margin-vs-markup math.
• Flat-Rate Workbook (Excel): six working tabs covering Setup (labor, burden, and overhead inputs), Service Tasks & Pricing, Parts Database, print-ready Final Price List, Owner Dashboard, and Price Review Log. Owner tabs lock so cost logic stays with you.
• Employee Guide (PDF): staff-facing guide for techs and CSRs. Explains how to find prices, quote from the book, handle common questions, and escalate off-book situations.
• Staff Pack (Word): print-ready price list, scripts, SOPs, forms, and checklists for techs, CSRs, dispatch, and owner review.
• Customer Authorization Template (Word): editable quote-and-authorization doc with state-specific callouts; customize per customer, export to PDF for signature.
• State-Specific Requirements Insert (PDF): attorney-review checklist for right-to-cancel notices, lien notices, warranty disclosures, and other state-variable authorization language.

How it works
Enter five numbers: wage, payroll burden, workers' comp rate, overhead, and parts cost. The workbook then prices every job your way: Retail, three member tiers (Silver, Gold, and Platinum), and an after-hours rate. The manual covers the three moves most DIY pricebooks skip: loading labor, allocating overhead, and applying margin the right way.

Works in any U.S. market
No prices are hardcoded. Every number is calculated from your actual costs, so it works the same in Houston, Boston, or rural Montana. Example figures are national midpoints, clearly labeled. Replace them with yours.

Common questions

• Is this generic or HVAC-specific?
  Built for HVAC service work. Tasks, parts, and scripts are all HVAC.
  
  
• Will this work in my state?
  Yes. Prices come from your own costs (wages, workers' comp, parts, overhead), not national benchmarks.
  
  
• Can I share it with my techs?
  Yes. The Staff Pack and printed price list are made to hand out; the cost calculators stay owner-only.
  
  
• What if I already have a pricebook?
  The manual includes upgrade planning to bring your existing prices across.

14-Day Fit Guarantee
Review the files, table of contents, and sample structure in your business. If it's not specific enough or not a fit for how your shop operates, email within 14 days for a refund.