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What is XActRate?

Grasping your company's break-even costs is crucial for attaining success in any business venture. The break-even point signifies the total income necessary to offset all expenditures before any profit can be generated. XactRate provides an extensive array of tools tailored for HVAC businesses, featuring office scheduling, efficient dispatching, management of truck inventories, and the capability to oversee travel times and diagnostics for each service ticket. Furthermore, it supports the creation of field-generated service tickets that can be printed or emailed, tracks the productivity of service technicians, aids in the sale of equipment, and allows several technicians to collaborate on a single ticket, while also offering comprehensive reporting capabilities. By leveraging advanced Cloud technology, XactRate functions in real-time across both iPads and PCs, guaranteeing access to essential information even without an internet connection while in the field. Prior to departing or upon your return, you can easily sync data from your iPad or Android device. In addition, it removes the necessity for complex and costly heat load calculators, providing accurate BTU results for the proper sizing of air conditioning systems. This efficient method not only boosts operational productivity but also plays a significant role in enhancing profitability, enabling businesses to thrive in a competitive market. Ultimately, XactRate empowers HVAC companies to streamline their processes and focus on delivering excellent service.

What is Sales Builder Pro?

You have a singular chance to leave a lasting impression on a customer, making it essential to capitalize on that moment to its fullest. This is exactly why numerous HVAC contractors and other home service professionals turn to Sales Builder Pro, the premier application for in-home sales. Beyond merely boosting sales, it focuses on securing a greater number of contracts with improved profit margins and higher average ticket amounts, often surpassing $500 per job! By utilizing features such as Install Manager Pro and Site Survey, you can ensure that no critical detail is missed when crafting your quotes. Our groundbreaking solution specifically mitigates job rollover risks, leading to enhanced profitability. Achieving success on the first visit not only saves time but also allows you to outshine your competition. You can efficiently secure ductless jobs in one visit by taking advantage of the unique capabilities that provide ductless design calculations. Generate professional multi-option proposals in under five minutes, enabling you to present customers with enticing reasons to select your services, which can significantly increase your average ticket price by $500 while also boosting your closing rates. Equipped with the right tools, your likelihood of success will increase, paving the way for greater achievements in your business. Additionally, the streamlined processes offered by Sales Builder Pro allow for a more organized approach, ensuring that every customer interaction is productive and beneficial.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$109 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

XActRate Business Management

Date Founded

2011

Company Location

United States

Company Website

getstarted.xactrate.com

Company Facts

Organization Name

Intelligent Mobile Support

Company Location

United States

Company Website

www.imobilesupport.com

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

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