Everything the calculator needs to be the right number.
And the scripts to defend it.

1 · The Pricing Calculator (xlsx, 4 tabs)

Opens in Excel or imports cleanly into Google Sheets. Four tabs:

• Inputs: The 8 fields you collect on a walk (square footage, condition, crack repair, moisture, system type, etc.)
• Defaults: Your regional cost calibration. Set once, applies to every future quote.
• Quote: Defensible price range, gross margin, breakeven, effective hourly. The numbers you reference when the buyer pushes back.
• Markup reference: The multiplier ranges per system type so you know if you are about to underbid.

70+ formulas validated end-to-end. Zero macros. No subscription. Yours forever once you download.

2 · The Pricing Playbook (PDF, 60 pages)

The methodology behind the calculator. Read once, refer back when a quote feels off. 17,800 words. Four parts:

• Part 1 · The five mistakes that destroy margin (the same five you probably make today)
• Part 2 · The methodology · markup multiplier theory, system-type pricing, residential vs commercial logic
• Part 3 · Operator decisions · when to walk away, how to defend the number, add-ons that earn vs add-ons that erode
• Part 4 · Reference tables · markup ranges per system, material cost benchmarks, labor estimates, prep cost decision tree

3 · The Closing Playbook (PDF, 31 pages, 17 core + 8 supplement scripts = 25 total)

25 word-for-word scripts (17 core + 8 supplement). One page each. Open it on your phone while you are in the buyer's driveway.

• Six price objections · "Your competitor is $1,200 less" · "Can you do better on price" · "I have a budget of $X" · etc.
• Four non-price objections · timeline pushback · trust ("how do I know you will not bail") · scope ambiguity · fit ("is this even possible on my floor")
• Four close + deposit scripts · the ask · the deposit pull · the schedule lock · the silent close
• Three follow-up scripts · 24-hour follow-up · 72-hour follow-up · the 2-week reactivation

Every script has a "what works" box and a "do not say" box. The do-not-say lines are usually the lines operators reach for by default.

4 · Profit and Job Tracker (xlsx, 4 tabs)

Built for the operator who wants to know what their year actually looks like, not what their gut says.

• Jobs tab: 100-row data grid. Log each job. The sheet auto-computes margin, effective hourly, quote-vs-final accuracy.
• YTD Summary: Year-to-date volume, average ticket, average margin, quote accuracy, reading notes.
• Monthly Pulse: 12-month view. Spot seasonality, spot the bad months, plan the good ones.
• README: How to use the tracker in 10 minutes a week.

5 · Quarterly Business Review (xlsx, 6 tabs)

The 25-minute quarterly review every operator avoids and every operator needs. Tracks revenue, margin, quote-to-close rate, refund rate, crew utilization, and top job types per quarter. A YearTrend tab compares Q1 through Q4 and feeds a year-end "keep, cut, bet" reflection.

6 · Quote Helper Custom GPT (system prompt + 9-page Setup Guide)

A pre-built GPT system prompt you paste into your OpenAI account. Asks the right discovery questions, references the methodology in the Playbook, hands you a defensible price range to confirm in the calculator. Use it on a phone in the truck on the way home from the walk.

Works with a free ChatGPT account for one-off quotes. Works better with ChatGPT Plus (which lets you save it as a Custom GPT). The 9-page Setup Guide walks you through both paths.

7 · Usage Guide · "How to use this system" (PDF, 12 pages)

The 10-chapter onboarding read. Pull this up on Day 1. By the end of Chapter 4 you have priced your first test scenario. By the end of Chapter 7 you have calibrated your regional defaults. The rest of the chapters cover the quarterly check-in, the support model, and the upgrade path.