HVAC Flat Rate in ChatGPT and Claude

You can work with your own price book, quotes and invoices from a chat in ChatGPT or Claude. You sign in with your HVAC Flat Rate account. The assistant then reads and changes the work saved in your account, using the same pricing rules as the web app and the iPhone app, so the numbers match.

Status: the connection is open. You can add it to Claude, or to ChatGPT in developer mode, with the address below. The HVAC Flat Rate app in the ChatGPT app directory is waiting for review.

What you can ask

  • “What do I charge to replace a run capacitor?”
  • “Why does the dual run capacitor cost what it does?”
  • “Start a quote for Maria Lopez with a new run capacitor and a tune-up.”
  • “Which invoices are still unpaid, and how much is that?”
  • “Raise my part costs by 8 percent for everything in Cooling.” (It shows how many prices would change, and waits for your yes.)

What it can do

  • Find a repair in your price book and show its Good, Better and Best prices.
  • Explain a price step by step: labor, parts, markup, the profit floor and rounding.
  • Start and edit quotes. Add repairs, change quantities, add a discount or a fee. Write the words you can copy to your customer.
  • Record that a customer said yes or no by phone, text or email.
  • Bill an approved quote as an invoice, record that it was paid, and show what is still unpaid.
  • Change your shop settings, such as your hourly rate, parts markup, member and after-hours prices, fee and sales tax.
  • Change prices in bulk, and export your price book, QuickBooks files or a full backup as text.

What it never does

  • It never sends anything to your customers. You get text to copy.
  • It never takes a payment. You record a payment you already received.
  • A customer cannot sign in a chat. Signatures are drawn in the app. In a chat you record a yes by phone, text or email.
  • It never deletes, replaces or changes many things at once without showing you a preview first and waiting for your yes.

How to connect

  1. Open the app (or the web app), sign in, and let your work sync once. The chat can only see work that is saved in your account.
  2. In ChatGPT or Claude, add a custom connector with this address: https://mcp.hvacflatratepricingsoftware.com/mcp
  3. Sign in with your HVAC Flat Rate account when the window opens, and approve the connection.

You can disconnect in the settings of the assistant at any time.

Your data

When the assistant uses this connection, our server reads your saved work from your account and, when you ask for a change, saves the change to your account. That includes the names, phone numbers, emails and addresses of your customers, if you put them in your quotes and invoices. The server keeps no copy of its own. It writes no tool input or result to its logs. The privacy policy (Section 3.4) lists exactly what the server receives, stores and logs.

What the assistant does with what it reads is governed by the assistant’s own terms. Only connect an assistant you trust with your shop’s work.

Limits

  • You need an account with work saved in it.
  • Other people’s shops are never visible to you, and yours is never visible to them.
  • The work is one shared copy: a change made in a chat shows up in the app after its next sync, and a change you made on your phone is kept when a chat saves.

Questions or problems: support, or write to hello@hvacflatratepricingsoftware.com.