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Keys to the Truck

Simple tools for small trade shops. Build one that runs and sells without you.

HVAC Flat-Rate Price Book

HVAC Flat-Rate Price Book

$29

Stop guessing at the counter. Price every HVAC job from your own numbers.

A flat-rate price book for HVAC techs and small heating and cooling companies. Put in what a tech hour costs you, your overhead, your billable hours and the margin you want. The spreadsheet works out your hourly rate, then prices 84 common jobs with Good, Better and Best options, so the customer picks the option and you stop haggling over hours.

What's included

  • Price Book: 84 HVAC jobs in 12 categories (diagnostics, maintenance, AC and heat pumps, furnaces, refrigerant, motors, ductwork, thermostats, air quality, boilers, and more), plus 20 blank rows for your own

  • Good / Better / Best prices on 55 jobs, and a single price on the rest, plus an after-hours price and a margin check on every row

  • Your Numbers: labor cost, overhead, billable hours and target margin work out your hourly rate. Parts markup tiers, trip charge, minimum ticket, after-hours multiplier and rounding are all yours to set

  • Tier Guide: what Good, Better and Best mean in each category, in words you can change

  • Quote a Job: type the job number, pick the tier and quantity; it adds the trip charge and minimum ticket once per visit

  • Customer Price Sheet: your business name and prices fill in, ready to print or save as a PDF

  • Start Here tab: six setup steps, start to finish

  • Printable PDF of every tab

  • Works in Excel 2010+ and Google Sheets. No macros, no add-ons, no subscription

  • Formulas locked so they can't be typed over (no password); light copper cells are yours to fill in

  • Instant download (.zip)

Every hour, parts cost, rate and price in the file is a made-up EXAMPLE starting point, not a market quote and not a price for your area. Replace them with your own costs, supplier prices and times before you quote anyone. HVAC work needs the right license, EPA refrigerant certification and permits where you work. Refrigerant prices move a lot; update the parts costs before you quote. This is an organizing tool, not legal, tax, accounting or insurance advice.

Digital download: all sales final. If a file won't open, message me and I'll send a working copy.

Want all four trades? The Flat-Rate Price Book 4-Trade Bundle (handyman, electrical, plumbing, HVAC) is $79. Want to check your hourly rate on its own first? The Flat-Rate Pricing Calculator does just that.

Price every job from your own numbers

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Terms & Conditions

Not professional advice: Keys to the Truck products are educational and organizing tools. They are not legal, tax, financial, or insurance advice. Review your agreements, coverage, and decisions with your own attorney, CPA, and insurance agent.

Digital products: All products are digital downloads, delivered instantly after purchase. They are licensed for use in your own business. Please don't resell, share, or post the files.

No guaranteed results: Results depend on your business and how you use the material. We don't guarantee any particular outcome, valuation, or sale price.

No Refunds: Due to the nature of digital products & the ability to instantly access and download them, we do not offer refunds once the purchase is made. All sales are final.

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