The New Flat Rate
by The New Flat Rate
Last updated Mar 29, 2026 · 1 revision
Provides an automated 5-option menu pricing system that completely removes the need for technicians to sell, shifting customer psychology to self-selection.
Highlights
Capabilities
Media
thenewflatrate.com
About This Product
Menu pricing software presenting five service tiers per job so HVAC customers self-select their service level. Thousands of pre-built pricing menus plus AI-assisted diagnostic checklists that auto-generate proposals. Integrates with 250+ FSM platforms including ServiceTitan.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 7.0
Features 6.5
Support 7.0
Value 4.0
Integrations 7.0
AI Capabilities 1.5
Features
53 features confirmed across
12categories· Showing confirmed capabilities only
Invoicing & Payments11features
InvoicingElectronic invoicingPayment ProcessingElectronic PaymentsConsistent Professional PricingConsistent professional pricingConsumer FinancingPayment plansCustomizable Flat Rate Price Books CreationCustomized pricingCustomizable Flat Rate Pricing Columns and Task GroupsCustomizable price pointsPrice BookPricebook Builder
Show 3 more
Deposit And Milestone PaymentsPayment plansFlat Rate Pricing and CRM Data ImportReady-Made Price Books for HVAC, Plumbing, and Electrical
Estimating & Quoting8features
Quoting & EstimatesMobile EstimatesGood Better Best Option GenerationGood Better Best OptionsPre-Set Repair OptionsPre-set repair optionsHVAC Menu Pricing ToolMenu-based pricingReal-Time Access to Manufacturer Options and PricingInteractive menu pricingAdjustable Pricing Factors
Platform & Customization7features
Third-Party IntegrationCross-Platform SupportAndroid Tablet SupportCMMS FSM ERP and Planning System InteroperabilityCustom TemplatesPre-built pricing menusMulti-Device SupportiPod Touch SupportDispatch Or FSM Software IntegrationServiceTitan integrationAttach Manual J and Design Reports to ServiceTitan Customer Records
Customer Communication6features
Video ConferencingTechnician Q&A Zoom SupportCall ScriptingPresentation ScriptsCustom IVRsCustomizable menusVoIP Phone SystemiPhone SupportCustomer SupportTech support lineClient PortalMember Suite Access
Training & Education5features
In-Person Hands-On LabTraining LabTerminology GuidesTerminology GuidesContractor Training and Support IncludedLive Training & SupportIndoor Air Quality (IAQ)Indoor air quality moduleLive In-Person or Remote Field TrainingLive training
Technician Management4features
OnboardingRide Along TrackingTraining CoursesTechnician CoachingPre-Launch Coaching
CRM & Sales4features
Maintenance Agreement ManagerService agreementsSales AutomationAutomated sales processCustomer Plan Self-ServiceDone-for-You Service
AI & Automation3features
AI SupportTech supportAI Powered Sales RecommendationsUpsell without pressureAI Pricing and Up-Sell Recognition
Mobile & Field Tools2features
Technician Mobile AppMobile app for techniciansDigital FormsBuilt-in 5-option menus
Scheduling & Dispatch1feature
Work OrdersWork Orders
Reporting & Analytics1feature
ReportingAnalytics and reporting
Equipment & Asset Management1feature
Product Warranty LookupWarranties
Integrations 10 across 4 categories
Industry-Specific 4
Chicken Lady Speaks
Daikin Comfort Technologies
Rotobrush International
ThermoGrid
Field Service 3
Housecall Pro
Housecall Pro
ServiceTitan
ServiceTitan
SuccessWare
Communication 2
Rilla Voice
Siro
Payment Processing 1
iWallet
Pricing
- Model
- Per User
- Starting at
- $88/mo
- Notes
- $99/month per technician. Flat-rate HVAC pricing menus. 5 options on every call.
