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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

>> 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

>> 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 truck inventory tracked and replenished by service tech.
>> Tickets are completed at the time of service and can be synced to the Company Admin immediately.

Automatic Labor Pricing

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

Service Call Tracking

>> 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

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

Simplified Heat Load Calculations

>> 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

>> 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

>> 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
Features Business Management Plus Heat Load Pro Calculator

No Monthly Fee

Pay-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
  • Say goodbye to the overly complicated and costly Heat Load calculator tools
  • Exact heat load BTU results to properly size air conditioning equipment


YES

YES
YES

Downloadable App
YES

Mobile Access & Ability to Work Offline

  • XactRate runs in the cloud allowing you to access all your data from anywhere
  • Use XactRate on your PC, Laptop, Mac or iPad
  • Internet connection not required in the field. Simply sync your data before you head out and when you get back.


YES
YES
YES

Client Relationship Management and Service call Tracking

  • Quickly import and organize your existing client contact list.
  • Get instant driving directions to your next client. (This feature requires an active WiFi or cellular 3G/4G network connection)


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YES

Access to Updated Product Catalogs

  • Easy access to parts and equipment Catalogs allows you to add Products to your client’s ticket
  • XactRate your product profit accurate by constantly monitoring Manufacturers catalog pricing
YES


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
  • XactRate’s proprietary Flat rate system makes it easy to determine the efficiency of all service technicians and reward with bonus pay
  • Reward service technicians for being more productive with Our service ticket tracking system


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YES

YES

Service scheduling

  • Schedule and organize service tech appointments from the Office or tablet
  • Accept and record customer payments in the field. Sync Service tickets, heat loads and estimates back to the office
  • Choose properly sized equipment from among the suggestions provided by XactRate


YES
YES

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Business Management

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Screenshots/ Preview of downloadable apps

Demo Videos

If you have any questions feel free to drop us a line

Get in touch with us

support@xactrate.com

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