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
Customer Reviews
Features
48 features confirmed across
12categories· Showing confirmed capabilities only
Invoicing & Payments10features
InvoicingElectronic invoicingPayment ProcessingElectronic PaymentsConsistent Professional PricingConsistent professional pricingConsumer FinancingPayment plansCustomizable Flat Rate Price Books CreationCustomized pricingCustomizable Flat Rate Pricing Columns and Task GroupsCustomizable price pointsPricebook BuilderDeposit And Milestone PaymentsPayment plans
Show 2 more
Flat Rate Pricing and CRM Data ImportReady-Made Price Books for HVAC, Plumbing, and Electrical
Estimating & Quoting7features
Mobile 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 Communication5features
Call 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
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
Technician Management2features
OnboardingTechnician CoachingPre-Launch Coaching
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.
