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.

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. 

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.