The Basics of Flat Rate Pricing and Implementation

Flat rate is no longer a big question in our trades. It has become more common than not as a method of service pricing, yet many still can improve its execution and use. Many companies struggle with technician adoption, or how to create a proper price, or generally understanding how flat rate prices are created to produce a profitable ticket. This video will support a deeper dive into the world of flat rate and execution, while also exploring the nature of tying service agreements to the core flat rate system, and discussing the need to be focused on the "customer experience."

Run Time: 50:19

Getting Started in Flat Rate with the Fundamentals

Learn about the important processes within flat rate to execute the system properly in your company. This article explains the many details a company should consider as they begin implementation.

Flat Rate Guide for Training Service & Maintenance

This section features training materials, as well as procedural memos -- on what and how to execute a service/maintenance call -- that can be customized to a company.

Flat Rate Setting Service Labor Rate

This document establishes practices for setting a service labor rate to be utilized in the database tool. These are the detailed instructions to create the rate and why, explaining the rationale behind a rate being set. The database tool has the spreadsheet to execute this in the template section.

The Perfect Service Call

Utilize a technician service call process to improve your consistency and deliverable. By becoming ultra-consistent, you can improve your brand promise. Here is an example called the perfect service call process. Customize your steps and tie the process to your customer service training manual in the template section.

A How-to Flat Rate Training Article - Using the Tool

This describes the actual use of the tool for the company and technicians, and explains how to integrate a service agreement club program into the company.

Flat Rate HVAC Linked Price Book - Setting Prices and Repair System

This is the flat rate HVAC repair database, with the service pricing tool for calculating a rate, the master database for all repairs, and the consumer price pages that are linked to the database. Pair with the flat rate art pages, and the tools can be printed or uploaded to an iPad and will become a technician/consumer user-friendly system.

Flat Rate Art Pages by Section for Consumer

These are the digital art pages that match with the price pages by section. They can be edited in WORD. They feature a technician communication text box and the ability to customize if you like.

Service Technician Customer Service Manual & Flat Rate Training

This manual is in a Word file that you can customize to train your technicians. The manual is based on customer service principles and focuses on the flat rate system so a technician can learn the perfect service call and at the same time learn how to discuss and integrate a flat rate repair or accessory item, even repair versus replace.

Database for HVAC Flat Rate - Edit Capable

Here is the raw database to establish a book. It is just the example data to create a flat rate repair. Utilize this to determine what repairs you may want. It is a tool to edit and form decisions. It is not linked. The purpose of this tool is to experiment with various repairs, prices, parts costs, generic repairs and OEM repairs that are expensive parts which you may want to hard code the price.