Book an appointment with Excellence Alliance using SetMore
Flat Rate Software - Close Sales. Deliver Profit. For HVAC Professionals.

ProServ Flat Rate from Excellence Alliance is a custom iPad app that makes HVAC and Plumbing service sales more profitable.

We develop and deliver a turnkey Admin file with your jobs, labor hours and materials costs built in.  This means there is minimal on-boarding time necessary to train and implement.

Your Admin file, which is accessed only by you on your office computer, reduces office backlog because it automates data sharing between the field and office.  Specifically, ProServ automatically tracks field operations which give real time insight into sales, revenue and repairs offered.  This means your staff’s work is easily checked.  Once verified, the data rapidly exports to accounting systems.

This individually built flat rate includes your logos, slogans, awards, memberships, licenses and certificates.  In fact, it’s a total flat rate pricing solution built and branded for you with pictures, diagrams and descriptions that function as a sales and education tool in the field.

The mobile side, also known as the Field file, uses iPad technology to increase service tech efficiency because it saves time, improves productivity, reduces costs and enhances your image.  It also grows your service agreement portfolio because you can add service agreements on the fly.

Service Managers tell us ProServ’s mobile features reduce frustration among their techs.  For example, the time tracking features means no more call in/call out.  Furthermore, ProServ records payments right on the service ticket and discreetly shows the tech each task’s allowed repair time.  ProServ also stores diagnostic pictures, meaning the tech can easily reference a particular item if needed.  Lastly, Wi-Fi is not needed in the field, meaning your custom app works wherever you and your techs do.  Your team simply syncs their data to your office file afterwards when connected to the internet.

More info following the video.

Mobile and iPad Ready:
Our Flat Rate gives your business the field performance needed in today’s market. It is the most powerful and capable mobile Flat Rate in our industry. ProSERV is an automated solution that minimizes errors, capitalizes on efficiency and is fully customized to your business.

Superior communication between tech and customer:
We developed a better flat rate experience. The elegant display and ease of use in the program allows for superior communication between the technician and the customer. Easily pull up equipment pictures and the most common service needs for each equipment category.

ProServ involves and educates customer during the sales process:
Involve and educate the customer throughout the sales process to boost sales performance. Effortlessly manage and communicate the customer’s HVAC needs. Easily navigate and present right from the iPad.

Flexible options:
Intuitive and advanced design allows flexibility and ease of use that other flat rate systems can’t match. Show up to 5 pricing columns including, but not limited to:

  • Standard
  • Service Plan
  • After Hours
  • After Hours with Service Plan
  • Add on Repair

Invoice and payment ready options:
Engineered to be more than just a price book, it’s a sales tool designed to lead the customer to purchase. With ProSERV you have full control over your pricing.

Advanced Database:
Our advanced database is the perfect blend between the essential things each call needs and the unique tasks a service technician does.

Show accepted and declined repairs:
Allow your tech to circle back around to declined repairs, meaning the customer has to evaluate the declined recommendations a second time.  Furthermore, this generates a record of all repairs offered to the homeowner.

Add new service agreement customers on the fly:
Enable the customer to evaluate the benefits of a service agreement program. Build your future revenue by easily selling service agreements. Maintenance agreements are easier to sell because you are also showing the customer the discount they could get if they participate. This turns your service people into sales people.

Build a better business:

  • How the smartest HVAC leaders maximize profitability
  • The most effective sales techniques for residential service sales
  • Why customers balk at your hourly rate
  • How to standardize the sales process for your techs

The Excellence Alliance Flat Rate pricing strategy answers all of those points.  What’s more, the program is custom to your marketplace, personalized with your logo and sales information and they are iPad™ compatible.  Equipment diagrams are full color and easy to read.  Contractors tell us the diagrams often help close sales since customers see the value of the repair.  Do you use Service Management software?  Our Flat Rate interfaces with most service management programs meaning no more double entry of data.

Capitalize on efficiency.

Flat Rate promotes a culture of contractor efficiency.  The best techs flourish under this model because billable hours no longer matter.  Your company is rewarded by fast, efficient work.  For example, fast techs bill out per job at the same price and slower techs.

Your best techs flourish on flat rate.

In time and materials your fastest HVAC techs bill out the least and enjoy the highest hourly rates. For one thing, you hire them, train them,  and supply them with tools and equipment.  Then they get good and they get fast, but the better they get, the more you pay them. Moreover, the faster they get, the fewer hours they bill on each call.

The most successful businesses use flat rate pricing.

  • Built in hourly rates, trip charges and other fees let you earn what’s fair
  • No itemizing of the service ticket which means fewer pricing disputes
  • No sticker shock since customers know the price before the work starts
  • Customers appreciate flat rate because they know they’re paying the same price as everyone else
  • Faster collections because prices and payment are agreed upon in advance
  • Technicians find service tickets easier to explain due to the standardized pricing

Why contractors choose EAI’s HVAC & plumbing Flat Rate Pricing System?

  • The custom app uses your own labor rates, discounts and markups
  • The software uses your own branding including logos, pictures, awards and slogans
  • Pictures, diagrams and descriptions act as a sales and education tool in the field
  • Our HVAC flat rate price includes setup and ongoing support
  • Fast turnaround

Customize your HVAC flat rate pricing strategy.

  • Your pricing is not tethered to our baseline numbers since the pricing database is open
  • With full editing capability on your repair tasks, your app is customized to your market
  • Tiered markup tables allow more effective management of your margins
  • Seasonal Adjustments quickly account for the seasonal changes you face

All inclusive price for EAI HVAC flat rate pricing software system:

  • Software for you and your techs
  • Assistance with setup and customization
  • Ongoing support like training a new hire or help with pricing changes
  • Interface with service management software to eliminate double entry

Software Provider Selection

Review our guidelines for selecting a software provider by clicking here.