Plumber Flat-Rate Pricing System — Excel Price Book Kit

Stop pricing jobs in the driveway.

Most residential service plumbers don't lose money because the work is hard. They lose it because they're still quoting from gut feel — charging different prices to different customers for the same job, and watching margin disappear into materials they never accounted for.

This system fixes that. The Plumber's Flat-Rate Pricing System is a real cost-up pricing engine that takes your labor rates and your markups and outputs a defensible flat-rate price for every service you offer. It's not a franchise price book. It's not a static spreadsheet. It's a system.

What's inside — 8 connected tabs

• Cover & Instructions — Where to start, the color key, and a one-click link to every tab.
• Business Setup — Your single source of truth. Billable labor rates by tech level, what an hour actually costs you, dispatch and diagnostic fees, after-hours and emergency uplifts, three material-markup tiers, and sales tax. Every other tab feeds from these numbers.
• Price Book Engine — 200 pre-loaded residential services across 13 categories. Each one calculates transparently: Hours × Tech Rate + Materials × Markup, rounded up to the next $5 = Auto Flat Rate. Don't like the auto price? Override it. Change a rate on Business Setup and the whole book recalculates.
• Service Agreements — A three-tier recurring-revenue program (Basic / Standard / Premium) with a cost-to-deliver calculator, so you see your margin per member before you sell a single agreement. You set the fees: the demo's sample fees leave two tiers under a 60% target on purpose, so you can see the check flag them. A member roster tracks your Annual Recurring Revenue.
• Job Profitability Tracker — Log every job; profit and margin auto-calculate against what labor actually costs you. After 50 jobs you'll know which services make money and which techs are profitable.
• Customer Quote / Invoice — Type a service code and the description and unit price fill from your price book. Line totals, tax and total due follow. Print to PDF and send.
• Performance Dashboard — A live summary of everything you've logged, with a margin health check against industry targets.
• Reference & Benchmarks — Industry numbers, common pricing mistakes, and the markup-vs-margin lesson worked through with the arithmetic.

Why it's different

• It's a system, not a price list. Your rates flow into every price automatically — change one number and the whole book updates.
• It shows you your margin. Cost-to-deliver math on memberships, job-level profit measured against burdened labor cost, and a markup-vs-margin teaching panel.
• It builds recurring revenue. A complete three-tier service-agreement program that you price before you sell it.
• No subscription. A one-time Excel workbook you own outright.
• Built by a construction CFO who runs pricing, profitability and the back office every day.

Who it's for

Residential service plumbers — solo operators, two-truck shops, and growing companies up to about ten techs. Whether you're moving from time-and-materials to flat-rate for the first time or refining a system you already have.

Not built for: commercial plumbing (different scope and pricing models), or anyone fully committed to a field-service platform, unless you want it as the price-book builder next to one.

The numbers

8 connected tabs · 200 pre-loaded services · 13 plumbing categories · 3-tier service-agreement program · real-time job profitability · performance dashboard

How it works

1. 1. Buy and download instantly — the Excel workbook, a filled demo workbook, and a 13-page User Guide PDF.
2. 2. Open it in Microsoft Excel.
3. 3. Fill in Business Setup once. Calibrate the price book. Build your agreement tiers.
4. 4. Start quoting and logging jobs — margin visible in real time.

Details

Format: Microsoft Excel (.xlsx) + PDF guide. Excel is the reference version. Every formula uses functions Google Sheets also supports, but the workbook has not been tested inside Google Sheets or Apple Numbers, so formatting, drop-downs and tab links can shift there.

License: Single-business commercial use. Use it on every quote your business sends; modify freely for your own use. Don't redistribute, resell, or share with another business.

Delivery: Instant digital download. Nothing physical ships. All sales final on digital products.

Questions before you buy? Email hello@getbackofficeblueprint.com — we respond personally.