💼 HVAC Pricing & Contracts Masterplan


📊 Price With Confidence. Close With Clarity. Get Paid What You Deserve.

If you’re still guessing what to charge… sending generic quotes… or negotiating pricing on every job — you’re leaving serious money on the table.
Whether you manage commercial contracts, residential installs, or both — your pricing model and contracts should sell your value, not just your service.

This course is built exclusively for HVAC business owners who want to stop competing on price — and start commanding it.


💡 What This Course Helps You Fix:

✅ Undercharging for high-value work
✅ Confusing or outdated estimates and proposals
✅ Customers ghosting after seeing your quote
✅ Losing bids due to vague or weak contracts
✅ Chasing payments due to unclear terms

You’ll walk away with a proven pricing structure, customized contract templates, and a sales-ready quoting system built to win trust and close jobs faster.


📚 What You’ll Learn (Lesson Preview):


1️⃣ 🔍 Understanding Your True Costs

Learn how to calculate your real operating costs (labor, equipment, overhead) — and why most HVAC businesses drastically underprice without knowing it.

2️⃣ 📈 Choosing the Right Pricing Model (Flat-Rate, T&M, Tiered)

Pick the model that works for your business goals — and discover when to use each for commercial vs residential work.

3️⃣ 💸 Setting Profitable & Competitive Rates

A step-by-step process to balance local market trends with profitability. Learn how to price confidently without undercutting.

4️⃣ 🧱 Building Packages That Sell Themselves

Create Bronze-Silver-Gold HVAC service tiers that upsell naturally and help customers make faster decisions.

5️⃣ 📄 Creating Contracts That Close — Not Confuse

Write contracts that protect your business, set clear expectations, and close deals faster — without legal jargon.

6️⃣ 🛡️ Terms & Conditions Every HVAC Contract Must Include

Avoid disputes, delays, and chargebacks by including the right clauses in every agreement — we’ll give you the list.

7️⃣ 📲 Digital Estimates, E-Signatures & Payment Terms

Use modern tools to send quotes, get approvals, and collect deposits in hours — not days.

8️⃣ 📊 Handling Commercial Bids, RFQs & RFPs

Learn how to price and structure bids for large-scale HVAC projects like malls, hospitals, and office complexes.

9️⃣ 🤝 Negotiation Scripts & Pricing Objection Handling

Stop freezing when customers ask, “Can you do it cheaper?” Master responses that build trust without discounting your value.

🔟 ✅ Final Checklist: Build Your Pricing & Contract System

Review, refine, and plug in everything you’ve learned into a repeatable system you can use job after job.

🔚 🎯 Lesson 11: Wrap-Up — Build a Pricing & Contract System That Sells For You

Tie it all together: We’ll help you finalize your templates, rollout your quoting system, and confidently position your offers to win more — and better — business.


🔧 What You’ll Get Inside:

  • Pre-built HVAC contract & estimate templates
  • Real-world pricing calculators
  • Sample service packages for commercial + residential
  • Tools to automate quoting, tracking, and follow-ups
  • Image suggestions for BuddyBoss (quote templates, approval flow, dashboards)

🎯 This course is not about guessing numbers.
It’s about building a pricing and contract system that closes jobs, protects profits, and sets your business apart — whether you run a small team or a commercial HVAC operation.

👉 Ready to charge with clarity and close like a pro?
This is where it begins.


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Course Includes

  • 12 Lessons