HVAC Flat-Rate Pricebook, Replacement Quotes & Maintenance Agreement Tracker
Flat-rate repair prices built from labor, parts and refrigerant, Good/Better/Best replacement quotes, agreement renewals and a technician scoreboard.
What This Workbook Does
Flat-rate pricebook: each task's price is built from labor hours x your billed rate, parts with markup and refrigerant with markup, with member price and gross margin per task
Good / Better / Best replacement quotes: equipment, materials, install labor and permit priced per tier with the margin of each, plus the revenue and profit of the tier the customer chose
Printable replacement proposal: type a quote number and it lays out the three options with prices
Maintenance agreement tracker: renewal date from start date and term, days to renewal against the report date, and Active / Renewal Due / Expired status
Service ticket log priced from the pricebook (member or standard), with actual cost, gross profit and margin per ticket; callbacks are billed at zero
Refrigerant usage log: pounds added and recovered per cylinder entry with net pounds and cost by refrigerant type
Technician scoreboard: tickets, average ticket, callbacks, quote close rate and spiff pay from your replacement and membership spiff rates
Dashboard with service billings, margin after callbacks, renewals due and job mix by task category
Worksheets Included
11 TabsUniversal Windows & Mac support with dynamic arrays
Runs in browser on office.com with free Microsoft account
Pure .xlsx formulas. Never blocked by corporate IT antivirus
Receive both a clean blank file and pre-filled sample rows
Frequently Asked Questions
Does this template require enabling macros or VBA code?
No. All Datasheetly templates are 100% macro-free (.xlsx). They rely on native modern Excel formulas (XLOOKUP, SUMIFS, LET), never trigger antivirus blocks, and are completely safe for corporate computers.
Are there any recurring subscriptions or extra fees?
None whatsoever. You make a single one-time payment of $9 and own the DRM-free Excel workbook files forever. No monthly recurring charges, no per-seat fees, and no cloud lock-in.
What software versions are required to run this workbook?
Datasheetly workbooks are engineered for modern Microsoft Excel: Microsoft 365 (Windows & Mac), Microsoft Excel 2021+, and Excel for Web (free online via office.com with any Microsoft account). Because our models leverage modern dynamic array formulas (LET, XLOOKUP, FILTER, SUMIFS) and native Excel structured tables, they are designed exclusively for Excel. Older legacy releases (Excel 2019/2016) and third-party spreadsheet viewers do not support these modern formula engines.
Do I receive clean blank files for my company data?
Yes! In your download vault, you receive two separate workbooks: a Sample Data Workbook (with realistic pre-filled rows to inspect formulas) and a Clean Blank Workbook (with all formulas and formats ready for your live data).
What if the template doesn't meet my business needs?
Every purchase is backed by our 30-Day Defect & Satisfaction Guarantee. If any formula fails or the template does not perform as documented, simply contact support for an immediate resolution or refund.
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Datasheetly spreadsheet workbooks and templates are operational productivity calculation tools provided for informational purposes only. They do not constitute certified public accounting (CPA), legal, tax, or medical advice. Templates are not certified or intended for the storage of protected health information (PHI) under HIPAA regulations or fiduciary client trust accounts without independent compliance review. Users are advised to review all financial and operational outputs with a licensed CPA, attorney, or qualified professional before taking formal financial or operational actions.