Free HVAC price book template
61 common flat-rate HVAC tasks — diagnostics, capacitors, motors, refrigerant, drainage, gas heat, maintenance, and IAQ — already categorized, priced at a 60% gross margin, and formatted for Housecall Pro’s price book import. It downloads as a CSV, so it opens straight in Excel or Google Sheets if you’d rather work the prices over in a spreadsheet first.
What’s inside
- 61 tasks across 7 categories with names, descriptions, prices, and costs
- Exact Housecall Pro import columns: Industry, Category, Subcategory, Name, Description, Price, Cost, Taxable, unit of measure
- Prices computed at $45/hr loaded labor, 25% overhead, 60% target gross margin
- Every cost included, so margin tracking works from day one
Make it yours in two minutes
Your labor rate isn’t $45 and your margin target might not be 60%. Upload this template (or your existing book) to the free Margin Leak Finder, set your numbers, and download a version re-priced for your shop. Don’t know your numbers yet? The HVAC hourly rate calculator finds your loaded labor rate, and the HVAC markup chart shows the parts tiers behind the template’s material prices.
If Housecall Pro rejects the upload or rows come in wrong, the price book import errors guide walks through the five causes and their fixes.
Editing it in Excel or Google Sheets
There’s no separate .xlsx download and you don’t need one. Double-click the CSV and Excel opens all 61 rows in a normal grid; in Google Sheets it’s File → Import → Upload. Edit prices, delete the tasks you don’t sell, add the ones you do. The only rule is how you save it: Housecall Pro’s importer reads CSV, so use Save As → CSV UTF-8 (Comma delimited) in Excel or File → Download → Comma-separated values in Sheets. A workbook saved as .xlsx will be rejected at the upload step.
Keep the header row and the column order as they came. Nine columns, in this order:
| Column | What goes in it |
|---|---|
| Industry | HVAC on every row — the trade the item files under |
| Category | One of the seven: Diagnostics, Repairs, Maintenance, Install Prep, Ductless, Indoor Air Quality, Water Heaters |
| Subcategory_1 | Optional second level (Capacitors, Motors, Refrigerant, Gas Heat…) — blank is fine, and most Diagnostics rows are |
| Name | What the tech picks off the tablet — keep it short |
| Description | The line the homeowner reads on the estimate |
| Price | Your flat rate — the template writes it with a dollar sign; either way, no thousands separators |
| Cost | Loaded labor plus material for that task — fill it in or you lose margin reporting |
| Taxable | true or false, lowercase; the template ships everything true |
| unit_of_measure | each on every row |
One more spreadsheet habit to break: don’t let Excel put thousands separators in Price or Cost. A comma inside a number splits the row into an extra column, and the importer either rejects the file or reads every field after it one place to the left. When the file is ready, the price book import walkthrough covers the upload and column mapping screens.
Frequently asked questions
Is there an Excel version of the HVAC price book template?
The download is a CSV, which Excel opens and edits like any other spreadsheet — double-click the file and you get all 61 tasks in a normal grid. We ship CSV rather than .xlsx because Housecall Pro's price book import only accepts CSV, so a workbook would have to be converted back before it was any use.
Why did Excel change the numbers in my price book?
Excel guesses a type for every column, so anything that looks like a number gets treated as one: a part number entered as 01234 comes back as 1234, a long model number can flip to scientific notation, and something like 3-8 can turn into a date. Format those columns as Text before you type into them, and check them again after saving. If the file has already been mangled, the import errors guide covers what Housecall Pro does with the damage.
Can I edit the template in Google Sheets instead?
Yes. Open Sheets, choose File → Import → Upload, and drop the CSV in. When you're done, use File → Download → Comma-separated values to get a CSV back — Housecall Pro can't read a .gsheet link or an .xlsx file.
Or hand the spreadsheet work to us
If a weekend in Excel re-pricing 61 lines isn’t happening, The Margin-Right Rebuild is a $249 one-time service: send your current price book export, get back every price rebuilt at your target margins in a file verified to import clean.