HVAC Flat Rate Software That Closes on the First Visit
Standardized pricing catalog, on-site AI proposals, and embedded financing — all on a tablet. Reps present consistent flat rate prices and collect a signature before leaving the driveway.
See It in Action
Consistent Pricing. Faster Closes.
Pre-built price catalog
Build your equipment catalog once — multiple efficiency tiers, add-ons, and labor bundles. Every rep quotes from the same approved prices so there's no inconsistency between what gets sold and what gets delivered.
On-site AI proposals
EasyQuote generates a branded, multi-option proposal on a tablet from your flat rate catalog. The customer sees good-better-best pricing — and a monthly payment option — before you leave their home.
Financing inside the proposal
GoodLeap, Sungage, and LightReach monthly payment options are embedded directly in the flat rate proposal. Customers see the payment option alongside the purchase price — at the moment they're deciding.
Auto project creation at close
When a customer signs, the flat rate proposal details flow directly into installation project management. Equipment, pricing, financing status — all pre-loaded. No re-entry, no handoff delay between sales and ops.
Why Flat Rate Pricing Closes More HVAC Jobs
When every rep quotes differently, customers comparison-shop between your reps — not just between you and a competitor. Flat rate pricing eliminates that. Every proposal looks the same, prices the same, and presents financing the same way.
SubcontractorHub's EasyQuote uses your flat rate catalog to generate a professional proposal on a tablet in minutes. The customer sees good-better-best options side by side — with monthly payment options already embedded — so the conversation is about which system, not whether to replace it.
See the Workflow
One Platform: Flat Rate Pricing to Final Inspection
Flat rate software is only half the equation. What happens after a customer signs is just as important — and most standalone pricing tools stop there.
SubcontractorHub carries the signed flat rate proposal through to installation project management automatically. Equipment specs, pricing, financing status, and customer details are pre-loaded into the project — so operations gets a ready-to-schedule install the moment sales closes. No re-entry. No dropped details. No "what did they sell?" emails.
Book a DemoBuilt for HVAC Installation Contractors Ready to Scale
SubcontractorHub's flat rate pricing tools are built for the installation workflow — not service-call dispatch. If you're selling and installing HVAC systems with a field sales team, this platform was designed for you.
Talk to the TeamYour reps quote inconsistently and you want standardized flat rate pricing
You sell HVAC system replacements on-site with a D2D or in-home sales team
Financing is how most of your customers pay and it needs to be in the proposal
Sales and ops are disconnected — you want one handoff from signed proposal to scheduled install
You want margin protection — no rep should be quoting below your floor
You also do roofing or solar and want one platform for all trades
Common Questions
What is HVAC flat rate software?
HVAC flat rate software gives contractors a standardized pricing catalog so every rep quotes the same price for the same job. The best platforms embed the catalog inside on-site proposal tools so reps can present multiple equipment options with accurate flat rate pricing on a tablet, with financing included.
How is flat rate pricing different from time-and-materials for HVAC?
Flat rate gives customers a fixed price before work starts — equipment, labor, and materials bundled. Time-and-materials bills actual hours and parts after the fact. For installation contractors, flat rate is preferred: it eliminates customer sticker shock, protects margin from technician variability, and makes on-site closing much faster.
Can I include financing in my flat rate proposals?
Yes — SubcontractorHub embeds GoodLeap, Sungage, and LightReach financing directly inside flat rate proposals. Customers see both the total price and monthly payment option side by side — at the moment they're deciding — without a separate finance app or re-entry of customer information.
What happens after the customer signs a flat rate proposal?
When a customer signs, SubcontractorHub automatically creates an installation project with all proposal details pre-loaded — equipment specs, pricing, financing status, customer info. Operations gets a ready-to-schedule install immediately, with no manual handoff from sales.
How quickly can we set up flat rate pricing?
Most HVAC teams build their flat rate catalog during onboarding and are quoting from it within the first week. Onboarding covers importing your equipment catalog, setting labor rates, and connecting financing partners — no 6-week implementation or consultant required.
Ready to Standardize Your HVAC Pricing?
Book a demo and see how SubcontractorHub's flat rate pricing, AI proposals, and embedded financing work together in one platform.
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