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Review · Industry software

The New Flat Rate review

Menu-based flat rate pricing software that shows five service options on every task, sold with training and coaching.

By the TopToolAdvisor research desk · Updated November 11, 2026

Features (35%)
8.8
Ease of use (35%)
8.8
Value (30%)
8.0

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.

Who it is for

HVAC owners who want a five-option menu plus hands-on tech training

Price

Plans from $99 per month according to the vendor's pricing page; six plans from Quick Start to Platinum.

Contractor Flat Rate Pricing Plans | Starting at $99/Month
Quoted from the vendor pricing page on November 11, 2026.

Key features

  • Five-option menu on every task so customers pick their service level
  • Automatic add-on prompts shown on every call
  • Pricing modules for HVAC service, HVAC equipment, plumbing, electrical, chimney and IAQ
  • Bolt-on to dispatch software such as ServiceTitan, Housecall Pro and FieldEdge
  • Plans add implementation classes, coaching and, on Gold and Platinum, field ride-alongs

Strengths and weaknesses

  • Strength: Menus are built from your hourly rate, part markup and fees
  • Strength: Every plan includes the pricing app and all training resources
  • Strength: Works alongside an existing FSM, so no system migration
  • Weakness: Only the starting price is published; the price of each plan is not
  • Weakness: It does not replace dispatch software, so you pay for two systems
  • Weakness: Onsite coaching is limited to Gold and Platinum plans

Key facts

  • Starting price: $99 a month
  • Options per task: 5
  • Trades: HVAC, plumbing, electrical, chimney, IAQ
  • Integrations: Works with 250+ FSM tools and CRMs

Where it ranks

The New Flat Rate is No. 3 in our Best HVAC Flat Rate Pricing Software verdict.

Alternatives we scored

Visit thenewflatrate.com · Questions or corrections: editorial@toptooladvisor.com