Price Book · One catalog
One pricebook the whole shop actually trusts.
Inventory, pricing rules, services, and packages — kept in one place, priced consistently, and dropped straight into estimates and invoices. No more spreadsheets, no more guesswork at the kitchen table.
14-day trial · No credit card · Import from CSV in minutesPrice Book
Seasonal AC tune-up (single system)
Service
$189.00
$72.00
R-410A refrigerant (per lb)
Inventory
$68.00
$38.00
Wi-Fi smart thermostat (2H/2C)
Inventory
$289.00
$142.00
System diagnostic & leak check
Service
$149.00
$55.00
Overtime / after-hours labor
Rule
$95.00 / hr
—
AC tune-up
$189
Refrigerant · 2 lb
$136
Smart thermostat
$289
$614.00
Price Book
Seasonal AC tune-up (single system)
Service
$189.00
$72.00
R-410A refrigerant (per lb)
Inventory
$68.00
$38.00
Wi-Fi smart thermostat (2H/2C)
Inventory
$289.00
$142.00
System diagnostic & leak check
Service
$149.00
$55.00
Overtime / after-hours labor
Rule
$95.00 / hr
—
AC tune-up
$189
Refrigerant · 2 lb
$136
Smart thermostat
$289
$614.00
The four building blocks
Four building blocks, one source of truth.
Everything you sell — parts, time, services, and bundles — lives in one place and prices itself.
Track what's on the truck.
Parts, equipment, and consumables with model numbers, brands, and dealers. Quantities update as jobs close, so the office sees what's stocked before scheduling the next install.
- Model #, brand, dealer per item
- Unit cost vs. customer price
- Live counts across vans
R-410A refrigerant
120
Wi-Fi thermostat
8
MERV 11 filter 4-pk
24
Rate cards, not guesswork.
Per-hour, per-square-foot, or flat rate — define the math once and let estimates apply it the same way every time. Overtime, after-hours, and trip charges become a checkbox, not a debate.
- Hourly · per-unit · flat rate
- Categorized by trade or scope
- Apply across estimates instantly
Ductwork mod
$6.50
Per sq ft
Overtime labor
$95
Per hour
Heat pump replace
$12,850
Flat rate
Your menu, with margin.
Tune-ups, diagnostics, duct cleanings — each with description, price, and internal cost. Techs can quote on site without calling the office, and you always know what each line is earning.
- Description sells itself
- Price + cost on every line
- Drop into any estimate
Duct cleaning
$329
$118
System diagnostic
$149
$55
AC tune-up
$189
$72
Bundle once, sell forever.
Combine services and inventory into a single offering — a maintenance plan, a full system replacement, a new-construction starter package. One click to add, one price to defend.
- Group services + parts
- Set bundle price + savings
- Repeatable across customers
Maintenance Plan
$399
Bundle · save $87
Cost vs. price
Every line item shows what it earns.
Unit cost lives next to customer price on every part and service. Margin is calculated automatically, so you can spot the lines that pay the bills and the ones quietly losing money — before you build the next estimate.
- Cost and price stored on every item
- Margin auto-calculated, line and total
- Update one item, future estimates follow
Margin breakdown · Job #4821
Smart thermostat
51% margin
Refrigerant · 2 lb
44% margin
AC tune-up
62% margin
Price Book → Estimate → Invoice
One catalog. Every document.
Pricebook items flow straight into estimates, projects, and invoices — same description, same price, same margin every time.
01
Build it once
Add a service, part, rule, or package to the pricebook with cost and price.
02
Drop it in
Search and add line items into an estimate from office or field. Math is consistent every time.
03
Bill it clean
Approved estimates roll into invoices with the same line items and prices the customer already saw.
“We used to argue about pricing on every estimate. Now the catalog is the answer. New techs quote like ten-year vets, and our margin stopped slipping.”
Diana E. · Owner, Coastal Comfort HVAC · 9 trucks
Mobile
The pricebook in every tech's pocket.
Search the full catalog from the truck. Drop services and parts into an estimate at the kitchen table, take a deposit before you leave the driveway. No callbacks to the office for “what do we charge for this?”
Price Book
Wi-Fi smart thermostat
$289
Basic programmable thermostat
$129
Thermostat install (labor)
$95/hr
Thermostat diagnostic
$149
Pairs with
Pair the pricebook with the rest of ServTrackr
One catalog feeding every document and decision in the shop.
Estimates
Drop pricebook items in, math is automatic.
Invoices
Same lines, same prices, no rework.
Projects
Bundle parts and services into one job scope.
Inventory
Counts move as installs and tune-ups close.
Reports
Margin by service, by trade, by tech.
Vendors
Tie items back to the dealer that supplies them.
Client portal
Customers see the same prices you quoted.
Mobile app
Full catalog in every tech's pocket.
ServTrackr
Your business, in your pocket.
Download the ServTrackr mobile app to manage jobs, track teams, and get more done on the move.
