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Run your whole service business
in one place.

Proposals customers say yes to, scheduling and dispatch, technicians in the field, invoicing and payments, all in one simple system built for service businesses.

Everything from the first call to the final payment

Proposals

Good, Better, Best options from your pricebook, accepted and signed online.

Learn more about proposals →

Invoicing and payments

Invoices, deposits and card or bank payments into your own Stripe or Square account.

Learn more about invoicing and payments →

Scheduling and dispatch

One calendar, conflict-free booking, reminders and Google or Microsoft calendar sync.

Learn more about scheduling and dispatch →

Field technicians

The visit step by step on any phone, from contacting the customer to the invoice.

Learn more about field technicians →

Customers

Addresses, notes, equipment and history in one place, synced with Google or Microsoft.

Learn more about customers →

Maintenance plans

Service agreements with scheduled visits, tasks and member pricing.

Learn more about maintenance plans →

Pricebook and catalog

Your prices on top of ProRate's catalog of brands, models and parts, across the trades.

Learn more about pricebook and catalog →

Email and documents

Emails from your own Gmail or Outlook; PDFs saved to your Drive or OneDrive.

Learn more about email and documents →

Team and permissions

Invitations, roles and permissions, notifications and a full history.

Learn more about team and permissions →

How it works

1. Set up your company

Add your services, the brands you sell and your prices from ProRate's catalog, then invite your team.

2. Book and dispatch

Book calls, send the right technician and keep customers informed by email.

3. Sell, invoice and get paid

Offer Good, Better, Best options, invoice on site and take payment before you leave.

Built for service businesses

ProRate AI started with HVAC contractors and works for HVAC, plumbing, electrical, garage doors, appliance repair, refrigeration, pool service, landscaping and other home service trades.

See who it's for

Frequently asked questions

What is ProRate AI?

ProRate AI is field service management software for service businesses. It covers proposals, scheduling and dispatch, technicians in the field, invoicing and payments, customers, maintenance plans and your pricebook in one place.

Which trades is ProRate AI for?

It was built with HVAC contractors and works for HVAC, plumbing, electrical, garage doors, appliance repair, refrigeration, pool service, landscaping and other home service trades. The catalog is organised by trade, so you only see what you sell.

Do my technicians need to install an app?

No. Technicians open their calls in the browser on any phone, tablet or computer.

How do customers pay?

By card or bank through your own Stripe or Square account, by Zelle or payment apps, or by cash and check recorded on the invoice. Payments go straight to your account.

Do emails come from ProRate?

No. Proposals, invoices, receipts and reminders go out from your own Gmail or Outlook address, so customers reply to you.

Does it work with Google and Microsoft?

Yes. Calls sync to Google Calendar or Outlook, customers to Google Contacts or Outlook, and documents can be saved to Google Drive or OneDrive.

Start running your business from one place

Proposals, scheduling, technicians, invoicing and payments, ready when you are.