Plumbing & HVAC Business Toolkit
$67
A lot of small shops run the office on a clipboard and memory. Estimates get written on whatever's handy, invoices go out when there's a free evening, and nobody's quite sure whose furnace is due for a tune-up. At the end of the month you know the phone rang, but not which jobs actually paid.
This toolkit puts the office side of your shop in one spreadsheet. Build a clean estimate from your price book, turn it into an invoice, track every job from lead to paid, keep each customer's equipment and maintenance agreement on file, and see your real profit month by month. It pairs with the Flat-Rate Pricing Calculator: the calculator sets your prices, and the toolkit runs your office with them.
What's inside:
Estimates: pick a code from your price book and the description and price fill in. Discount, sales tax, Good / Better / Best options, terms and a signature line are built in
Invoices with the due date set from your terms, deposits applied and the balance due
A 48-item plumbing and HVAC flat-rate Price Book: enter your part cost, markup and hours and the price works itself out (the EXAMPLE prices match the Flat-Rate Pricing Calculator)
Job Tracker: every job from lead to paid, with parts and labor cost so you see the real gross profit on each one
Customer List with the equipment at each address: model, serial, install date, age and next service due
Maintenance Agreements: members, renewal dates and spring and fall visits, with renewals flagged before they lapse
Profit Dashboard: monthly revenue, costs, gross profit, margin, average ticket, close rate, open receivables, and revenue by trade, tech and lead source
A Settings tab: enter your company info, tax rate, labor rate and plan prices once, and every tab uses them
A Quick Help Guide for setup in Google Sheets or Excel, two printable checklists (HVAC Tune-Up and Plumbing Inspection) and a one-page "How to Price Flat-Rate Jobs" guide
You get: One spreadsheet workbook (9 tabs) that works in Google Sheets and Excel, plus 4 PDFs. Instant download. No macros, no monthly fees. Built for small plumbing and HVAC shops.
Want to see it before you buy? Watch the 6-minute walkthrough. It goes through every tab, in the order you'd set it up: https://www.youtube.com/watch?v=A1ln8LmPx5Y
Digital download: all sales are final. If a file is broken or won't open, you'll get a replacement.
This toolkit is a tool for organizing your office, not accounting, tax or legal advice. Every price, rate and plan in the file is an example; replace them with your own.