Best ERP Software for HVAC, Plumbing, Field Service Businesses
The AptoraĀ® Flat Rate Software System Shootout
Two Fantastic Flat Rate Options. Which One is Right for You?
Option One: A Great Idea for Simple Flat Rate Pricing – Introducing Flat Rate Simpleā¢ for Excel.
Flat Rate Simpleā¢ (FRS) is a flat rate price book management system built with Microsoft ExcelĀ®. It was designed and built to be the absolute easiest system to use while still proving a great balance of functionality and features. This easy-to-use flat rate system was designed to be successfully implemented in your company with the least amount of effort possible.
Flat Rate Pricing Software for Microsoft Excel
The entire system was built into Microsoft Excel. That makes this flat rate pricing system 100% customizable. Create the flat rate pricing system that works best for you.
Pre-Made Flat Rate Tasks
There are about 3300 professionally constructed tasks that cover HVAC, commercial refrigeration, electrical service, plumbing repair, and drain cleaning. Residential and light commercial work are covered. FRS covers maintenance, repairs, and equipment replacement tasks.
Print Flat Rate Price Books
You can print smart looking flat rate books and export the data for easy integration into nearly any software program. And because FRS was built in ExcelĀ®, it is essentially 100% customizable.
You can view the help topic here for more information and screenshots.
Regular Price: $999.00.
On sale now for a limited time.
Own it forever for a one-time payment of $499!
Option Two: A Complete Flat Rate Invoicing System – Introducing the New Flat Rate Plus OnlineĀ®
Flat Rate Plus OnlineĀ® is a feature rich flat rate pricing system that allows you to create and maintain flat rate pricing for all your service, maintenance, and installation needs.
Preloaded with Professionally Crafted Flat Rate Repairs Tasks
The system is preloaded with thousands of parts and professionally written tasks. It’s easy to change prices, add repairs, modify labor times, and update descriptions. You’re able to change almost everything about your price books.
Flat Rate Task Selection Wizard
Using our image-based selection wizard, technicians will love how fast and easy it is to locate tasks and add them to the customerās shopping cart. You can process credit card payments in the app and email beautiful looking invoices.
QuickBooks Synchronization
The program features an optional QuickBooks Online synchronization that provides a live two-way data exchange between the two programs.
Click here to go to Flat Rate Plus Online dedicated website.
| ļ»æFeatures and Capabilities | Flat Rate Plus OnlineĀ® | Flat Rate Simpleā¢ |
|---|---|---|
| Super simple to understand and use. | Yes | Yes. Even Easier! |
| Can be totally 100% customized by the user. | Not 100% | Yes. Itās ExcelĀ® |
| Graphical flat rate task selection wizard that technicians love. | Yes | No |
| Add tasks to a shopping cart and take multiple payments. | Yes | No |
| Process credit card payments in the field. | Yes | No |
| Create invoices and email invoices from the app. | Yes | No Invoicing |
| Open historical invoices, view, and email copies. | Yes | No Invoicing |
| Show service agreement discounts. | Yes (multiple) | No |
| Enter sales tax rates for parts and labor. | Yes | No |
| Insert professionally written task descriptions that can be edited. | Yes | No |
| Insert invoice terms and conditions that can be edited. | Yes | No |
| Use the program with a web browser or an app. | Yes (app soon) | No |
| QuickBooksĀ® Synchronization with real-time (live) updating. | Yes | No |
| Setup employees and users. Control access and usage with security. | Yes | No |
| Associate images with tasks and parts. | Yes | No |
| HVAC, Refrigeration, Electrical, and Plumbing Industries. | Yes (extra fees) | Yes (all included) |
| The approximate number of tasks in all industries combined. | 4,200 | 3,300 |
| The approximate number of parts in all industries combined. | 13,000 | None (n/a) |
| Parts and tasks are updated by Aptora. | Yes | No |
| Enter your own labor rates. | Yes | Yes |
| Enter your own parts markup tables. | Yes | Yes |
| Use different labor rates and parts markup for each industry (book). | Yes | No |
| Create and use an unlimited number of parts markup tables. | Yes | No (just 1) |
| Add, edit, or delete item categories. | Yes | Not Applicable |
| Add, edit, or delete task categories. | Yes | Yes |
| Add one or more items to a task. | Yes | Not Applicable |
| Edit the individual parts and materials that make up tasks. | Yes | Not Applicable |
| Inactivate tasks that you do not want to use. | Yes | Yes |
| Edit task descriptions, labor hours, and other information. | Yes | Yes |
| Have a nearly unlimited number of books, tasks, categories, etc. | Yes | Yes |
| Print the flat rate books or export as a PDF | Yes | Yes |
| Print filters and options. | Limited | Yes |
| Export flat rate books and data. | Yes | Yes |
| Import flat rate data. | Yes | Yes |
| Free Heat Gain Calculator | Yes | No |
| Free Labor Rate Calculators | Yes (2) | Yes (1) |
| Social Networking and the ability to share parts, tasks, images, etc. | Yes | No |
| Management reports and flat rate task profitability estimates. | Yes | Yes |
| End-of-Day Parts Reordering & Replenishment Report | Yes | No |
Which Flat Rate Pricing System from Aptora is Right for You?
If you are comfortable with Microsoft ExcelĀ® and you favor an affordable one-time investment to own the system outright, then Flat Rate Simpleā¢ may be the perfect choice for you.
If you demand the ultimate in power and capability and you donāt mind a monthly investment to access a fully managed system, then Flat Rate Plus OnlineĀ® may be the best choice for you.