XactRate 4+

XactRate’s all-in-one HVAC business management software streamlines sales and field service operations for HVAC companies. Our Business Management System reduces the complexity of service scheduling, inventory management, cost estimation, heat load calculation, Flat Rate pricing and knowing your company’s break-even costs and profit margins.

SIMPLIFY YOUR BUSINESS
XactRate connects your office and field workers, giving you tighter control over field service technicians, customer service, pricing and cash flow. All your data is stored on the cloud, so it’s always available from wherever you.
DESIGNED FOR YOU
XactRate was built by a team of HVAC professionals from the ground up for service businesses like yours. XactRate works well for HVAC, and many other service-based businesses.

Xactrate HVAC Business Management Software powerful features include:
Service Schedule Management - XactRate has a host of features that help in scheduling and job tracking and also to schedule your service calls months in advance, using cloud technology.
Client Relationship Management - XactRate provides you with client relationship management software that keeps track of the entire service history of the client and also provides you with reminder notifications that help you service your clients better.
Inventory Management - XactRate’s inventory management system is designed to maximize your ROI as well as efficiently manage all of your inventory related processes.
Automatic Flat Rate Pricing - XactRate calculates a flat rate for the assigned work and helps ensure customer satisfaction as all the product and labor costs are provided upfront.
Heat Load Calculator - XactRate Heat Load Pro Calculator is an essential tool for HVAC Service Technicians to easily determine the heat load requirements quickly and accurately.
Mobile Access & Ability to Work Offline - XactRate’s HVAC Business Management Software runs in the cloud allowing you to access data anywhere even in areas where there is no Internet access.