Scope Builder · Internal
Systems
System 1
+ Add System
Removal
Remove existing equipment
What is being removed
New Runs
New electrical run
Footage (ft)
New gas line
Footage (ft)
New flue / venting
Footage (ft)
Refrigerant lineset
Footage (ft)
Exterior & Mounting
Line hide / cover guard
Detail / footage
Equipment stand / bracket
Stand / bracket type
Concrete / composite pad
Gravel bed install
Wall sling (outdoor unit)
Drainage & Safety
New condensate drain line
Condensate pump
Drain pan
Safety / wet switch
Number of switches
+
Air Quality & Filtration
Filtration / IAQ upgrades
Airbear 5" filter
HEPA
UV light
Air purifier
CO detector
ERV / HRV
Humidification
Aprilaire steam
Aprilaire evap
Honeywell steam
GeneralAire steam
Skuttle bypass
Dehumidifier
IAQ notes
Thermostat
Thermostat type
Ecobee
Honeywell T6 Pro
Honeywell smart
Nest
Sensi
iComfort
New thermostat wiring / C-wire
Thermostat notes
Control Board
New control board required
Board type / model
Reason / notes
Damper Upgrades
Zone dampers included
Number of dampers
+
Zone controller brand
Honeywell
Ecobee
EWC
Arzel
Daikin
Damper notes
Permits & Compliance
JP HVAC will obtain all required permits
Manual J load calculation completed
Manual D duct design completed
Additional Notes
Proposal Preview
Housecall Pro Ready
Ready when you are
Configure the job on the left then hit Generate Proposal.
Recent proposals
No saved proposals yet
Price Check Calculator
Yellow = you enter  ·  Green = auto-calculated
Rate locked at $70.39/hr · Overhead locked at $124.27/hr (your $14,912/mo ÷ 120 hrs) · Materials defaults to $0 if blank
Step Description Value
A Burdened labor rate (per hour)
From Worksheet 2.2 — locked
$70.39
B Estimated hours for this job
Be realistic — include drive time buffer
C Labor cost
A × B
D Materials cost
All parts, supplies, consumables
E Direct costs
C + D
F Overhead allocation %
Auto: G ÷ E — shows overhead as % of direct costs for this job. Changes with job size (small jobs = high %, large jobs = low %)
G Overhead amount
E × F — auto from real monthly overhead
H Total cost
E + G
I Target profit margin %
Use MARGIN not markup — see note below
J  ·  Selling price
= H ÷ (1 − I)  ·  This is your minimum price
Profit Check
Gross profit
Price − Total Cost
Actual margin %
Verify = target
Margin vs. Markup reminder: A 30% markup gives only 23% margin. Always use margin: Price = Cost ÷ (1 − margin%). Your spreadsheet example: $23,922.82 total cost at 32% margin = $35,180.61 selling price.
Copied to clipboard