When you’re in business, you want to make just enough profit so you can continue growing your company and supporting your family. The price is always the determining factor for any business. The HVAC Price Book helps you negotiate a profitable deal from the start. It cuts down your preparation time and saves your time while getting jobs done faster.
In our business, you can't be a good businessman without having an intimate understanding of the market. Every industry has its own set of variables that affect it, and HVAC is no different.
An HVAC pricebook is a simple spreadsheet that will allow you to track quotes from past jobs and make educated guesses on future quotes. This spreadsheet will also help you negotiate with customers to get the most profitable deal for your company. The more organized you are during the quoting process, the more profitable your company will be.
Here are some sample fields for an HVAC price book:
Date – Used for organization. This cell helps you keep track of when the quote was given or when the work was done.
Customer – Used to identify specific customers who have asked for quotes or have had work done at their home or business.
Project Name – Used to identify specific HVAC projects in your quote book, such as “Air Conditioning Installation” or “Heat Pump Installation”. This makes it easier to find information quickly in your HVAC price book.
Type Of Work Requested – Identifies what type of job the customer is requesting before they contact you, so you know what information to ask for before giving a quote.
This is a win-win tool. It will save you time and money, while improving your workflow and the overall quality of your services. With that said, I really hope you found this helpful and are as excited to use the HVAC Price book as I am to share it with you. If you do decide to employ the same tactics, or something similar in your company, please let me know how it goes. I look forward to hearing your success stories.
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