Who can use the integration
To use this integration, you must have an active plan with The New Flat Rate. The New Flat Rate currently serves Pros in the following industries only:
HVAC
Electrical
Plumbing
Chimney
IAQ (Indoor Air Quality)
How the integration works
The New Flat Rate is a service pricing system that can equip you with a no-pressure sales presentation process, which puts the customer in complete control by giving them 5 repair options to choose from on every job.
The New Flat Rate integration with Housecall Pro allows you to use The New Flat Rate mobile app to present repair options to your customers, then use the Housecall Pro mobile app to handle authorization, invoice, and/or payment.
Create a job in Housecall Pro and dispatch it to the Field Tech.
Once on site, the Field Tech will press Start on the job in the Housecall Pro mobile app.
The Field Tech will then prepare and present repair options to the customer by using The New Flat Rate mobile app.
In The New Flat Rate mobile app, your customer will select the repair level they want the Field Tech to perform.
Once all repairs have been selected, the Field Tech will press Send to Housecall Pro and select the Housecall Pro job that the repairs should be sent to.
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The Field Tech will then be redirected to the Housecall Pro mobile app to continue the job process, where all information selected on The New Flat Rate will automatically appear as line items in Housecall Pro.
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Connecting Housecall Pro and The New Flat Rate
To connect the integration:
Log in to tnfrapp.com as an Admin.
Once you are logged in, navigate to the Company tab on the left side of the screen and scroll down to Housecall Pro Integration.
Click Sign in to Housecall Pro.
You will be prompted to sign in to your Housecall Pro account.
Once logged into Housecall Pro, you will be redirected to The New Flat Rate Admin Dashboard.
In the Company tab, scroll down to Housecall Pro Integration.
Click Manage Service Techs.
In The New Flat Rate Admin Dashboard, you will match all user accounts in The New Flat Rate User Accounts with their associated Housecall Pro user accounts.
Check out this video for a brief walkthrough on how to set up the integration.
Integration Support
For further assistance with The New Flat Rate integration, please reach out to The New Flat Rate directly at (706) 259-8892.
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.
Please note: Housecall Pro does not provide support for The New Flat Rate integration. For assistance, please reach out to The New Flat Rate directly at (706) 259-8892.