Flat-rate pricing software that helps contractors build price books and present upfront pricing.
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No new estimate activity
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Locate a Flat Rate Task
Field Service Management
FSM
Shopping Cart
Dashboard
Text Messaging
Scheduling & Dispatch
Dispatch Board
Calendar
Work Orders / Appointments
Event Categories
Customers
Customer List
Invoices
Equipment List
Service Agreements
Vendors
Vendor List
Parts to Reorder
Team
My Action Items
Sales & Marketing
Marketing Campaigns
Estimates & Quotes
Proposals
Financing Packages
Reactivation Autopilot
Reputation & Reviews
Flat Rate Pricing
Price Books
Shared Price Books
Reports
Gross Profit by Task
Technician Pay
Integrations
Image & Data Imports
CSV Import
Flat Rate Plus® Data Migration
Help & Support
Training Videos on YouTube®
Help and How-to Pages
Getting Started with Flat Rate Software
View a Tutorial
Support Tickets
Free Tools & Calculators
Tools
Calculators
HVAC Load Calculator
Service Labor Calculator
Loan Amortization Calculator
Dual Overhead Rate Calculator
Capacitor Sizing Calculator
Superheat / Subcooling Calculator
Fan Blade & Blower Wheel Calculator
Model & Serial Number Lookup
Sales Tax Lookup
Part Cross Reference
Articles
Free Downloads
Personality Profile
Community
News Feed
Live Messenger
Your Friends
User Groups
File Share Boards
Company
Community
Group
← Back to Proposals
New Proposal
Customer
Find a customer (optional)
Customer name
Property address
Email
Mobile phone (for texting)
Proposal
Title
Intro message (shown at the top of the customer's page)
Show monthly payments
Financing method
One simple rate for all options
Financing packages (choose one per option)
APR (%)
Term (months)
Manage financing packages ↗
Expires after (days)
Options
Quick start:
AC / Heat Pump Replacement
Furnace Replacement
Water Heater
Blank Good / Better / Best
+ Add another option
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Save
Save & Send
Add from your price book
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