Trades Smart rebuilds flat-rate pricebooks so techs can put a price in front of the customer before they leave the house: properly structured tasks, good-better-best options a homeowner can actually choose between, and margins that hold, loaded into the system you already use.
Why the pricebook is often the first thing to fix
A tech who can't give a number while standing in the kitchen loses the job to whoever shows up next. It doesn't matter how good the marketing is or how sharp the CSRs are. That job was won or lost at the kitchen table, and the pricebook decided it.
Building flat-rate pricebooks is work Jake Blair has done for years, for companies running the same software you run, long before any of it had AI in the name. Sometimes the first call turns up a shop that doesn't need a single automation, just a rebuilt pricebook. We'll tell you that.
What a rebuild includes
- Task structure that matches how your techs actually work, so the right item is easy to find on a tablet.
- Good-better-best options priced so the middle option is the easy yes.
- Margins that hold, built from your own labor, material and overhead costs and the margin you need, so a slow week for your best tech doesn't sink the job.
- Loading and cleanup in ServiceTitan, Housecall Pro, Jobber or whatever you run.
- Training so techs and CSRs know how to present it.
Example: a 3-ton system replacement presented as Good at $8,450, Better with surge protection and media filtration at $10,900, and Best with variable speed and a 10-year labor warranty at $13,750. These are illustrative figures. Yours come from your own costs.
Common questions
What is a flat-rate pricebook?
A list of every task your techs perform with a fixed price for each, built from labor time, materials, overhead and the margin you need. The customer sees one price before work starts instead of an hourly estimate.
How do you build good-better-best options?
Each option solves the same problem at a different level of protection or comfort, with a clear difference the homeowner can see. The middle option is priced to be the easy choice.
Can you load it into ServiceTitan or Housecall Pro?
Yes. The rebuilt pricebook is loaded into the system you already run.
Find out what's leaking.
One call, no pitch. We go through your booking rate, what's sitting unsold in your CRM and whether your pricebook is helping or hurting, and I'll tell you whether there's anything worth doing.