9 Best HVAC Flat Rate Pricing Software of 2026

Profit Rhino SmartPrice ranks first because it is built around the exact job this list covers: giving an HVAC tech a priced menu to show at the kitchen table. The digital price book comes prebuilt, and Profit Rhino says it covers 90% of common repairs, with quarterly parts updates and OEM search. The mobile sales tool presents options so the homeowner can choose something better than the basic repair, and the web platform lets you change rates, markups, tasks, descriptions and images. Starter costs $39 per tech per month, Plus $49 and Pro $59; the feature table also lists custom option templates, service agreement and financing offers, and invoice and payments. Every plan requires paid success coaching and implementation, and that fee is not listed. Shops already on a field service platform can buy the Integrate product instead, which feeds the same content into their software for a monthly data license. Housecall Pro and Service Fusion both use Profit Rhino content inside their own price books.

Housecall Pro is second because it puts a flat-rate price book inside an easy dispatch and invoicing app at a published price. Every account includes the price book, so even the $59 Basic plan, billed annually, can hold your services and materials. Setup is quick if you already have prices: you can import a service list from QuickBooks or Profit Rhino, or upload flat-rate pricing from a CSV or Excel file, and AI can write customer-ready descriptions. Photos can be attached to any service and shown in estimates and proposals, which helps a homeowner compare options on site. You can also set bundle, frequency and recurring prices and compare your pricing with similar businesses. The limit is content: Housecall Pro does not ship a prebuilt HVAC repair book in every account, so a shop starting from zero still needs its own numbers or a content provider such as Profit Rhino.

The New Flat Rate is the closest match to the menu-based approach in this list's title. Each task in the app shows five pre-built service or replacement options, and the customer picks one, so techs present rather than sell. You upload your hourly rate, part markup and fees, and the vendor turns them into a tappable menu, with setup described as done for you within 24 hours. HVAC service and HVAC equipment are separate modules, and plumbing, electrical, chimney and IAQ menus can be added. It bolts on to ServiceTitan, Housecall Pro, FieldEdge and other tools rather than replacing them. Six plans run from Quick Start, with self-guided videos for 1 to 2 techs, to Platinum, with onsite setup and coaching for 15 or more techs. The pricing page says plans start at $99 a month but does not list a price for each plan, and you will still need a separate dispatch system.

ServiceTitan Pricebook Pro has the deepest feature set here, but only for shops on ServiceTitan. Smart Start, powered by Titan Intelligence, adds a few hundred common services personalized to your trade, and the vendor says the pricebook can be ready in a day. Regular updates refresh costs, images, descriptions and sold hours, and bulk actions help keep prices current. Regional Pricing Averages show where your rates sit in the local market, and Smart Recommendations prompt techs toward related services. On site, auto proposals build Good/Better/Best estimate templates in one click, and techs can show service images and explainer PDFs. Because it sits inside ServiceTitan, a sold option flows into dispatch, memberships and accounting without a second system. The cost is opacity: neither ServiceTitan nor Pricebook Pro has published prices, so you must go through a demo and quote.

FieldEdge suits established HVAC shops that want flat rate built into the same system as dispatch and QuickBooks. Pricebook and flat-rate pricing are listed on all three plans, and FieldEdge Flat Rate adds a database of parts and repairs that the vendor positions for multi-truck operations, with pricing coordinated across business units. FieldEdge Flat Rate Mobile puts prices and work orders on every truck, and changes sync to the office and QuickBooks. For on-site menus, the plan matters: Select quotes are single option, while Premier and Elite add multi-option quotes, and Elite adds Proposal Pro. Premier and Elite also carry advanced service agreements, useful for selling a maintenance plan with a repair. FieldEdge does not publish prices, and Select includes only 2 mobile app licenses, so ask about license costs as you add techs.

Service Fusion is a good fit for HVAC companies that have many office and field users and want Profit Rhino flat-rate content inside their FSM. Every plan includes unlimited users, starting with Starter at $208 a month billed annually or $245 month to month. The flat rate integration, powered by Profit Rhino, gives techs access to over 30,000 repair types with common OEM parts, and the vendor says it covers over 90% of the most common HVAC, plumbing and electrical tasks. Service Fusion calls it its only truly integrated price book, so you do not import and manage products by hand. Estimate options are on every plan, which lets techs present more than one price. The drawbacks are the flat monthly fee, which is high for a one-truck shop, and the pricing page does not say what the flat rate integration costs.

FieldPulse gives HVAC shops a pricebook they build themselves inside a full FSM. You set fixed prices for services and include material and labor costs, so every estimate reflects the full cost of a job, and custom categories make items easy to find. Techs assemble estimates from pricebook prices, edit them on the fly for a customer's request and send them by email or SMS. Price changes apply in real time across services. Beyond pricing, FieldPulse sells maintenance agreements, QuickBooks integration and Operator AI for booking jobs, and its Maverick office assistant is included on every plan. The pricebook page does not describe prebuilt flat-rate content or a multi-option menu, so shops new to flat rate will need their own numbers, and pricing is by quote.

Workiz includes a price book on all three plans and lets you charge flat rate, hourly or by percentage, so you know your margin before you quote. The flat rate feature itself is listed only on Ultimate, the top plan. Techs can show clients better options before work starts, and the vendor claims packages can raise job revenue by up to 80%. Price Book Pro is a separate option that adds preloaded, auto-updating catalogs for your trade, useful for an HVAC shop that does not want to build its own book. Real-time inventory levels show while quoting, and bulk changes let you raise prices across categories at once. Workiz also sells Genius Answering, an AI that answers calls, emails and texts and books jobs. We could not confirm USD prices on the pricing page from our location, so pricing is marked pending.

Jobber is the budget pick for HVAC shops that want simple fixed-price quotes rather than a full flat-rate system. Core costs $29 a month billed annually for 1 user and covers quotes, scheduling, invoicing and online payments. On site, techs can build a quote from saved templates on a phone and add optional line items so the customer chooses add-ons before approving, though the pricing page lists optional line items under the $149 Grow plan. Customers approve online, and approved quotes become scheduled jobs. Connect adds automated quote follow-ups, and consumer financing can be offered on quotes. What Jobber lacks is HVAC flat-rate content: there is no prebuilt repair book or multi-tier menu, so you set and maintain every price yourself.