HVAC flat-rate pricing software
A flat-rate pricing system helps commercial and residential HVAC contractors control costs and cash flow. Our flat-rate pricing software gives HVAC techs an easy way to estimate and book jobs faster.
Upload or build your Pricebook
Upload or build your Pricebook
Easy Navigation
Organize pricebooks into categories to easily and efficiently locate HVAC items and services.
Up-To-Date Pricing
Edit prices and specs on multiple Pricebook items simultaneously to reflect cost fluctuations.
Pricebook Management
Access HVAC industry vendor catalogs to automate material costs and equipment price updates.
Connect Core Functions
Benefit from a seamless connection between your HVAC Pricebook and core business operations.
“If we want to raise our price, I can do it in literally an hour, (and) we can distribute it out to the technicians.”
Adam Bardi
Bardi Heating, Cooling & Plumbing
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What is flat-rate pricing?
Flat-Rate Pricing is where an HVAC contractor charges one fixed rate for a service instead of charging by the hour and materials used.
While some HVAC contractors stick with an hourly rate pricing model, based on our experience, the most successful businesses use the flat-rate pricing model.
Charging a flat rate for services means there’s no leeway for customers to get held up on hourly rates. Flat-rate pricing works for customers because they know the cost upfront and pay a fixed flat rate for service, with time and materials already calculated.
What does HVAC flat-rate software do?
HVAC flat-rate software simplifies pricebook management, saves time, and provides peace of mind to HVAC business owners looking to protect their profit margins and get the most out of every job.
It allows residential and commercial companies to set prices in real time based on the true value of services and scope of work.
A good flat-rate pricing software system lets field service businesses arrange their pricebooks by business units and verticals. For example, if they offer plumbing services or electrical services in addition to HVAC services, they can create separate categories for their electrical flat-rate and plumbing flat-rate pricebooks. Or, they can categorize pricebooks by residential, commercial, and construction menu pricing, depending on the customer segments they serve.
What are the benefits of HVAC flat-rate software?
An HVAC flat-rate pricing system offers the following benefits to commercial and residential HVAC contractors:
Rewards high performance and efficiency, allowing HVAC businesses to book more jobs per week and earn more revenue.
Eliminates the problem of unapplied labor (underperforming techs).
Allows HVAC contractors to sell a service with a pitch perfect flat rate, with no need to justify their hourly rate.
Shortens the billing cycle, allowing customers to prepay the fixed price or pay the tech onsite for completed work.
Closes the door on service agreement price concerns since they know the fixed cost upfront for every service ticket.
Eases the pressure of a service call, removing the need to closely monitor the tech’s progress, providing a better customer experience.
Eliminates repair bill surprises or markups, even if a tech needs more time to complete the work.
What pricebook options does ServiceTitan offer? And can I upload my existing pricebook?
There are three options for using a pricebook with ServiceTitan, including uploading your existing pricebook.
You can:
Upload a pricebook that your HVAC business is already using, so you don’t need to start from scratch if you already work with one.
Build your pricebook from scratch by adding each item or product one by one (useful if you’re a small business).
Use ServiceTitan’s Pricebook Pro add-on product, which comes with a wide range of pre-built, flat-rate HVAC services to give you a head start on building out your pricebook.
Because it’s cloud-based, anyone who needs the pricebook can access it live on desktop, laptop, or mobile device, at the office or out in the field.
What is ServiceTitan Pricebook Pro?
ServiceTitan’s Pricebook Pro (an add-on feature to the core platform) is a dynamic pricebook we build and maintain with the guidance of experienced industry experts.
Pricebook Pro further streamlines pricebook management with:
Ready-to-use pricebooks with preset categories, services, and templates, including images, descriptions, and pricing data.
Automatic pricing and updates. Enter your labor rate once and flat-rate prices automatically update.
Built-in upgrade recommendations to increase revenue per job.
Price Insights (AI-powered) compare your prices to local market averages and shows a confidence meter for smarter bidding.
Pricing updates are performed regularly and automatically, so there’s no need for manual updates, and adjustments are reflected across the entire pricebook and are accessible to all office staff and techs instantly (via mobile tablet or desktop).
Pricebook Pro also integrates seamlessly with other areas of your business such as dispatching and invoicing. This streamlines the entire workflow, saves time, and reduces the likelihood of costly mistakes.
How do I know your pricing information is up-to-date and accurate?
If you work with a ServiceTitan-integrated supplier, Pricebook Connect (part of our core platform) keeps your material and equipment pricing automatically up to date. Supplier catalogs link directly to your pricebook, with alerts for price, description, and image changes—or the option to apply updates automatically. Pricebook Connect also highlights product upgrades and recommendations that perform well for your plumbing services, helping protect margins while uncovering new upsell opportunities.
As a result, you can feel confident that your HVAC business is always offering the latest prices, along with the best flat-rate services, at the right prices for profitability, without your team having to do any of that ongoing work. This saves you hundreds of hours of pricebook set-up and maintenance time.
With Pricebook Pro, the ServiceTitan team monitors changes in supplier pricing on your behalf and updates prices on a monthly basis.
Pricebook Pro also provides a comprehensive range of pre-designed flat-rate services based on industry best practices and trends, which keep track of updated prices.
Do I have to enter price updates item by item?
No. Price editing is extremely efficient in ServiceTitan because it allows HVAC contractors to do:
Bulk Editing: Apply edits and markups on multiple services, materials, or equipment across your entire pricebook at once, or select groups or categories.
Individual Item Editing: Edit individual services or pricebook items manually, including as much or as little detail as you want.
Dynamic Pricing Automations: Set up rules to dynamically automate pricing updates when material costs and labor rates change. You can also automatically apply “after-hours” price increases when doing work outside of normal business hours.
HVAC contractors can make quick adjustments to individual services for specific jobs or apply global edits—like discounts or labor rate changes—across their entire pricebook. Because updates sync in real time across the platform, all estimates, proposals, invoices, and accounting automatically reflect the most current pricing on every device.
Can techs access pricing information from the field?
Yes. Your HVAC techs can access pricing information and other features by using ServiceTitan’s Field Mobile App. Our mobile app has a highly intuitive interface on both Android and iOS mobile devices, making it straightforward to navigate.
From their home screen dashboard, techs can:
Take and upload pictures
Access pricebooks and search for specific items
Create estimates
Provide customers with Good-Better-Best presentations
Order parts
Listen to call recordings between customers and CSRs
View a customer’s job history and warranty details
Send text notifications to customers to confirm and revise arrival times or follow up
Collect signatures on work orders
Offer simple financing options to customers
Take check and credit card payments
And more
Techs can also view upselling opportunities such as Service Agreements via the mobile app.
Can techs utilize AI-features from ServiceTitan’s Field Mobile App?
Yes. To work even more efficiently while on the job, techs can leverage Atlas, ServiceTitan’s AI sidekick.
Atlas gives technicians instant access to:
Equipment documents, service history, replacement parts, manuals, and troubleshooting guidance—all without calling the office or flipping through old PDFs.
Calculations, diagnostic tests, and job details with a quick voice or text query.
Automated job summaries and notes so techs can spend more time fixing systems and less time typing on their phone.
Used in conjunction with Price Insights for businesses that opt for Pricebook Pro, our AI functionality empowers technicians and saves them a significant amount of time.
Does your HVAC flat-rate software integrate with other business processes?
Yes. Because ServiceTitan is a field service management solution, it integrates your flat-rate pricebook with the entire HVAC workflow, including CRM, invoicing, reporting, and payments.
Once the customer agrees to the estimate, ServiceTitan lets you:
Generate electronic purchase orders and order equipment and materials.
Generate the HVAC invoice, send it via email to the customer, and automatically file it electronically.
Accept check or credit card payments on the spot via mobile or through the ServiceTitan portal, speeding up cash flow and reducing the need for follow-up calls.
Integrate directly with accounting tools such as Intacct and QuickBooks so you can keep everything in the same workflow.
Operating with an integrated workflow eliminates the need to jump in and out of different spreadsheets and apps.
Can you connect business reporting to your flat-rate pricebook?
Yes. ServiceTitan directly connects your pricebook to your reporting. The software lets you track the key components of your business, such as every job, technician and CSR, as well as every marketing campaign.
With our technician scorecard, you can stay up-to-date on every tech’s stats, such as: number of calls per day, estimates closed, generated revenue, maintenance agreements sold, and more. Likewise, our CSR scorecard lets you monitor metrics for your customer service team, such as number of calls handled, conversions, etc.
Setting up your HVAC pricebook so that it directly feeds your reporting means you can dig deep into your metrics to see what’s driving revenue and where there’s room for improvement.
Does your HVAC flat-rate software integrate with Quickbooks?
Yes. ServiceTitan's HVAC software integrates with Intuit QuickBooks Online and with QuickBooks Desktop Premier and Enterprise editions. Service companies who serve commercial and residential customers can take advantage of the QuickBooks integration to simplify accounting procedures and ensure a smooth flow of information from invoice on the construction project site to reconciliation in their accounting software, without the hassle of double entry.
ServiceTitan also integrates with other accounting software including Sage Intacct.
Do you offer pricebooks for other trades?
Yes. Our pricebook solution is customizable, so you can easily organize your pricebook to suit the size and complexity of your business, including other trades.
For example:
Organize by business division (residential and commercial).
Organize by service industry or service type (such as plumbing or electrical), and set specific access permissions.
Organize by material type (e.g. air conditioning materials, refrigeration materials, etc.).
All pricebooks offer clear visual organization with easy search options (product code, part number, model number, name, or category).
Will using ServiceTitan Pricebook Pro increase my HVAC company’s bottom line?
We are confident it will. According to a survey of ServiceTitan Pricebook Pro users, they attribute an average year-over-year 13% increase in revenue to using our flat-rate pricing software.