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Business Management Systems

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Finally..an easy-to-use HVAC Business Management System
making your Technicians more Money while making your
Business More Profitable.
It’s a Win, Win Situation

Finally..an easy-to-use HVAC Business Management System
making your Technicians more Money while making your Business More Profitable.
It’s a Win, Win Situation Take a few moments to see how your company and service technicians can be transformed into the profit centerthat you’ve always dreamed of.
Financial Satisfaction!!

XactRate Introduction
Your Company Admin
Service Technicians Mobile App
XactRate Introduction
Your Company Admin
Service Technicians Mobile App
Sign Up For a 30-Day Free Trail ( No Credit Card )
Sign Up For a 30-Day Free Trail ( No Credit Card )

XACTRATE’S HVAC BUSINESS MANAGEMENT SOFTWARE THAT ENCOMPASSES EVERY ASPECT OF YOUR BUSINESS

XACTRATE HVAC BUSINESS MANAGEMENT SOFTWARE

Operates in the Cloud; No software to download or update. FREE sign-up and start using a fully operational demo company in real time.

Service Schedule Management


Service-Schedule

  • Scheduled service maintenance calls months in advance using cloud technology.
  • Tickets are completed at the time of service and can be synced to the Company Admin immediately.

Client Relationship Management


Service-Schedule

  • Easy storage and retrieval of customer data on PC, tablet and mobile phone.
  • Easy to track and coordinate work flow through Scheduling Module.

Inventory Management


Service-Schedule

  • Service truck inventory tracked and replenished by service tech.
  • Automatic flag when to reorder Truck Stock.

Automatic Labor Pricing


Service-Schedule

  • Track Productive labor hours per technician for bonus pay.
  • Automatically adjust company break-even hourly rate every month.

Service Call Tracking


Service-Schedule

  • All service calls are GPS tracked for service tech convenience.
  • Travel time feature on the tablet to automatically track trip and diagnosis time.

Updated Product Catalog’s


Service-Schedule

  • Save time by using automatically updated, preset product catalogs.
  • All catalogs are kept current and up to date.

Simplified Heat Load Calculations


Service-Schedule

  • Simplified residential and light commercial heat load calculation with results in the form of pie charts.
  • Exact heat load BTU results to properly size your heating/cooling equipment.

Mobile Access & Ability to Work Offline


Service-Schedule

  • Runs in the cloud allowing you to access all your data from anywhere and on any device.
  • Internet connection not required in the field. Simply sync your data before you head out and when you get back.

Flat Rate Pricing


Service-Schedule

  • Quick Books accounting option allows all cost accounting to be current.
  • Service Tech doesn’t have to explain Hourly Rates. XactRate pricing is always current and accurate.

XactRate’s HVAC Business Management Software can help you increase your profitability by automatically calculating an upfront, flat-rate price which includes the product, labor, and travel costs.

  • Runs in the cloud allowing you to access data anywhere using
  • iPad – even in areas where there is no internet access.

Quick Books Integration Option For Your Accounting. Service Tech’s Opportunity to Increase Their Income.

NO CONTRACTS TO SIGN; PAY-PER-TICKET USAGE.

Sign Up Today for a FREE 30-Day (No Commitment) Trial

 

After a 30-Day Trial is over, continue using XactRate with Pay-Per-Ticket Pricing Ranging from $0.99 to $2.99 ea.

Depending on Volume. NO REGISTRATION OR ENROLLMENT FEE $495.00

Subscription Plans

FeaturesBusiness Management Plus Heat Load Pro Calculator
No Monthly FeePay-Per-Ticket
Simplified Residential & Light Commercial Heat Load Calculator by block-load or room-by-room
  • Internet connection not required in the field. Simply sync iPad or Android data before you head out and when you get back
YES
  • Say goodbye to the overly complicated and costly Heat Load calculator tools
YES
  • Exact heat load BTU results to properly size air conditioning equipment
YES
Downloadable AppYES
Mobile Access & Ability to Work Offline
  • XactRate runs in the cloud allowing you to access all your data from anywhere
YES
  • Use XactRate on your PC, Laptop, Mac or iPad
YES
  • Internet connection not required in the field. Simply sync your data before you head out and when you get back.
YES
Client Relationship Management and Service call Tracking
  • Quickly import and organize your existing client contact list.
YES
  • Get instant driving directions to your next client. (This feature requires an active WiFi or cellular 3G/4G network connection)
YES
Access to Updated Product Catalogs
  • Easy access to parts and equipment Catalogs allows you to add Products to your client’s ticket
YES
  • XactRate your product profit accurate by constantly monitoring Manufacturers catalog pricing
YES
Repair Estimates, Timesheets and Automatic Labor Pricing
  • XactRate provides a technician with flat rate Pricing when adding parts and equipment to a service ticket And automatically charges the correct amount of task labor
YES
  • XactRate’s proprietary Flat rate system makes it easy to determine the efficiency of all service technicians and reward with bonus pay
YES
  • Reward service technicians for being more productive with Our service ticket tracking system
YES
Service scheduling
  • Schedule and organize service tech appointments from the Office or tablet
YES
  • Accept and record customer payments in the field. Sync Service tickets, heat loads and estimates back to the office
YES
  • Choose properly sized equipment from among the suggestions provided by XactRate
YES
 Business Management
Sign Up for the experience of your business life
Download the App
Screenshots/ Preview of downloadable appsView Screens
Demo VideosWatch Video
If you have any questions feel free to drop us a line

Get in touch with us

support@xactrate.com

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