Start with repeatable services
- 01List the work your company performs most often.
- 02Separate diagnostics, repairs, replacements, maintenance, and project work.
- 03Give each item a clear service code and customer-facing name.
- 04Write a short scope that explains what is included and excluded.
Build the cost foundation
- 01Use loaded labor cost rather than wage alone.
- 02Include expected materials, equipment, disposal, permits, and subcontracted work.
- 03Allocate overhead through a consistent method.
- 04Set a target gross margin and confirm the result against local conditions and job history.
Maintain the price book
- 01Assign one owner for updates.
- 02Review supplier cost and labor assumptions regularly.
- 03Track jobs that consistently miss estimated hours or material cost.
- 04Keep old prices from remaining active after an update.
04 // KEEP BUILDING
EXPLORE CLEARVIEW →Turn the plan into a repeatable operating process.
Use ClearView to connect customers, scheduling, work, documents, inventory, and financial visibility.