HVAC price book CSV template and import checklist
How to prepare an HVAC price book spreadsheet with model numbers, costs, labor hours and consistent categories before importing it.
By HVACPrice ·
Use one row per price-book item
Each spreadsheet row should represent one equipment model or defined service item. Do not combine several models in one description. Separate capacity variants when their costs or installation hours differ so technicians can choose the right option quickly.
Keep the required columns simple: category, brand, model_number, material_cost and labor_hours. Add description, capacity, efficiency and supplier SKU when those fields help identify the item.
Normalize names before import
Use the same category spelling throughout the file, such as FURNACE, AIR_CONDITIONER, HEAT_PUMP or MINI_SPLIT. Keep model numbers exactly as they appear on supplier documents, including meaningful dashes and suffixes.
Remove duplicate rows and check that material cost is your actual modeled cost rather than a retail price. Labor hours should represent the total effort included in the price, not just the time for one technician when two technicians are required.
Review the import preview
Preview the CSV before importing it. Correct invalid categories, missing model numbers, non-positive costs and malformed rows before confirming. Matching category, brand and model entries are updated, so a typo can create a duplicate instead of updating the intended item.
After import, search for three common jobs on a phone and compare the calculated prices with recent completed work. Fix the source costs or labor assumptions before changing markup to compensate for missing inputs.
Download the ready-to-use template
HVACPrice provides a CSV template with the required headings and an import preview. Start with a copy of the template, keep the headings unchanged, and save the finished file as CSV before uploading it from Equipment.
Starter catalog prices are examples for setup and testing. Your company remains responsible for reviewing supplier costs, labor assumptions, tax treatment and the final customer estimate.