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Per trade: HVAC

A ServiceTitan pricebook built for HVAC shops

We rebuild your HVAC pricebook into a sales system: AHRI-matched install packages, good/better/best tiers already built, and proposals a tech presents in two taps. Built by people who ran HVAC shops, then rebuilt them for a living.

The problem, in HVAC terms

Your tech finishes the diagnosis, the customer is standing there, and now he is building an install quote from scratch in the driveway. Hunting for the right condenser, guessing at the coil, trying to remember which furnace matches. The momentum dies, so he picks the wrong item, makes one up, or drops the price to close. Every one of those bleeds margin on a job you already won.

What we build for HVAC shops

  • AHRI-validated matchups, the systems actually rated to go together, pre-built so nobody pairs a coil and condenser by guess.
  • Four tiers on installs, good, better, premium and premium plus, each answering a different question for the homeowner, not just a bigger number.
  • Material and equipment linking, so the right parts and labor come along with every system automatically.
  • Tech-ready proposals, the option becomes a proposal in two taps, so a 45-minute estimate becomes a 5-minute one.
  • Pricing that holds margin when equipment costs move, so you don't quote Monday's price on Friday's cost.
Trane install packages in ServiceTitan, each carrying its AHRI matchup number, tiered and coded
Real HVAC install packages: AHRI-matched, tiered, coded.
A brand-organized HVAC install menu in ServiceTitan: Trane, Lennox, Amana, Daikin, Carrier, Goodman, Mitsubishi
Organized by brand, top to bottom, nothing to hunt for.

Why a good HVAC book sells more

An HVAC install is the biggest ticket your shop quotes, and it is the one most often improvised. When the matchups are built, the tiers are ready, and the AHRI number is on the proposal, your tech presents three clear systems instead of assembling one. That is the difference between a price-list pricebook and a sales system, and it is the whole idea behind The Present-Don't-Configure Method™. The full picture of how the book is structured is in our complete guide to a ServiceTitan pricebook that sells.

What it costs, and where to start

We work month to month, no big one-time bill, and every build opens with an audit. See what a ServiceTitan pricebook costs for the full market picture, or run the free Pricebook Health Audit on your current export to see exactly where your HVAC book is leaking before you change a thing. We build for plumbing and electrical shops too.

Questions

Straight answers

Do you build ServiceTitan pricebooks for HVAC?

Yes. HVAC is our home trade. We rebuild your ServiceTitan pricebook around AHRI-validated equipment matchups, pre-built good/better/best install options (four tiers on bigger installs), linked materials and labor, and proposal templates your techs present in two taps. We have run HVAC shops ourselves, so the book is built for how a tech actually sells.

How is an HVAC pricebook different from plumbing or electrical?

Equipment. An HVAC install lives or dies on the matchup, the coil, condenser and furnace that are actually rated to go together (the AHRI number). A good HVAC book has those matchups pre-built and tiered, so nobody is guessing a pairing in a driveway. We also run four tiers on HVAC installs, where good, better, premium and premium plus each answer a different question for the homeowner.

How much does an HVAC ServiceTitan pricebook cost?

We work month to month with no one-time setup bill, starting at $2,700/mo, and every engagement opens with an audit so you know the scope first. The whole market picture, from DIY to Pricebook Pro to one-time consultants to us, is on our pricebook cost page.

Will my HVAC techs actually use it?

They will, because the reason they stopped using the old book is gone. Techs work around a book that burned them once. When the tablet is right every time and the options are already built, they present instead of configure, and the calls to the office stop on their own.

Think your pricebook is leaking margin?

Start with an audit. We’ll show you exactly where it’s costing you on every install.

Audit my pricebook

Built for HVAC, plumbing and electrical shops running on ServiceTitan.