Price Books
A flat rate plumbing or HVAC price book allows you to create a price list that your office staff and field techs can reference when creating estimates and invoices. It provides structure and formatting to create a tidy, well-designed list that can be printed out or shared digitally among your staff.
Seamless Price Book Integration
Our price book is designed for easy integration, and implementation support is optional. If you’re comfortable with Excel and your CRM, you may not need assistance. Prefer to try it yourself? Start with our tutorial videos and give it a go!
- DIY with Confidence: Only about 10% of customers need direct help with implementation.
- Need Support? We’ve Got You: If you get stuck or want to save time, add implementation support to your cart.
- Personalized Assistance: After purchase, we’ll schedule a Zoom call to either guide you step-by-step or take over your screen to handle it for you—your choice.
Get started today and streamline your process with ease!
*Not available if you are using FieldPulse as your CRM.
Price Book Integration - $500
Training Videos
HVAC Price Book
Tutorial Video
Plumbing Price Book
Training Video
Custom Task
Uploader Files
Import Price Book
HouseCall Pro
Trade Wins Price Books
Most successful companies in the plumbing and HVAC industry have shifted to using a flat rate pricing system or price book. It’s easier for your staff to prepare estimates and proposals when they’re working with predetermined prices. It saves time and provides peace of mind to business owners in the service industry looking to protect their margins and get the most out of every job.
We’ve created a fully interrogatable price book through Excel, we have created 2 tutorial videos that explain how to download and use the book in your business. There are many advantages to using an Excel-based price book. For example, when you want to update pricing, create new tasks, remove tasks, or just adjust material and/or hours on existing tasks, just go into Excel and change them. Re-load that section into your CRM and go. It’s that simple.
Performance
Enhanced Efficiency & Revenue Potential: This pricing structure incentivizes and rewards superior performance by empowering technicians to maximize their productivity. By aligning compensation with efficiency, technicians are motivated to complete more service calls per week, directly increasing revenue for both themselves and the company. This performance-driven approach ensures high-quality work while fostering a culture of excellence.
Labor
Elimination of Unapplied Labor Costs: Traditional pricing models often result in unapplied labor, where underperforming technicians erode profitability. Our system addresses this challenge by establishing clear performance benchmarks tied to flat-rate pricing. This ensures that every hour worked contributes to the bottom line, minimizing inefficiencies and optimizing workforce productivity.
Simplicity
Streamlined Sales Process: Technicians can confidently present services using a straightforward flat-rate pricing model, eliminating the need to explain or justify hourly rates. This simplicity enhances the sales process, allowing technicians to focus on solving customer problems rather than debating costs, resulting in faster agreements and higher job acceptance rates.
Billing
Faster Payments, Improved Cash Flow: Our pricing model shortens the billing cycle by offering customers the flexibility to prepay a fixed cost or settle payment onsite upon job completion. This reduces administrative delays and ensures prompt compensation for services rendered.
Customer Confidence
Transparent, upfront pricing provides peace of mind, fostering trust and encouraging repeat business by removing uncertainty from the payment process.
Consistency
Elimination of Haggling: With fixed costs disclosed upfront, customers gain clarity and confidence in the value they receive, effectively closing the door on price negotiations. This consistency strengthens your brand’s reputation for fairness and reliability, ensuring a predictable and professional transaction every time.
Customer Experience
Stress-Free Service Calls: Our flat-rate approach alleviates the anxiety often associated with home service visits. Customers no longer feel compelled to monitor a technician’s progress or worry about escalating hourly charges. This creates a more relaxed and positive interaction, significantly improving overall satisfaction and loyalty.
No Surprises
Transparency & Predictability: Unlike traditional models where repair bills can balloon due to extended time or hidden markups, our pricing eliminates surprises. Customers pay the agreed-upon rate, regardless of the time required to complete the job, reinforcing trust and satisfaction.