1. NOTE: ONLY CHANGE INFORMATION IN THE PURPLE CELLS Job Name
TO AVOID DESTROYING FORMULAS Salesperson
GOODS COST AND PROFIT 35%
Furnace / AirHandler $1,607.19
COIL / Strip Heat $324.15 0.55
Air Conditioner / Heat Pump $914.00
Thermostat $174.00
Zoning System $575.00
Electronic Air Cleaner $525.00
Humidifier $400.00 5%
Duct Upgrades $800.00 2%
Misc. / Non Consumables $375.00
LABOR BREAKEVEN $2,000.00
ADD → COMMISSION $699.49
ADD → WARRANTY/CALLBACK INS. $279.79
ADD → PLUMBER $675.00
ADD → ELECTRICIAN $850.00
ADD → MISC./ carpenter, referral etc…… $225.00
COST OF GOODS $7,694.34 55% of total sale
SALE $16,718.99 COST OF GOODS / MARGIN = SALE
GROSS PROFIT $6,295.37 45% gross profit SALE * OVERHEAD PERCENTAGE = JOB OVERHEAD
OVERHEAD $4,896.40 35% job overhead SALE - COST OF GOODS = GROSS PROFIT
NET PROFIT $1,398.97 10% net profit (before taxes) GROSS PROFIT - JOB OVERHEAD = NET PROFIT
0% DISCOUNT $0.00
NEW SALE PRICE $16,718.99
NEW GROSS PROFIT $6,295.37 45% gross profit
OVERHEAD $4,896.40 35% job overhead
NET PROFIT $1,398.97 10% net profit
3-5% Average
COMMISSION %
6-9% Better Than Average
HIRE A CPA
FORMULAS
CALL BACK INS.
12%↑ PHENOMENAL
10-11% Top 10%
0VERHEAD %
MARGIN DIVIDER
1-2% Why Bother