Custom Developed for HVAC Dealers

Automates Tasks, Saves Time & Increases Profits

All You Require...

HVAC Protec automates and integrates ALL stages of customer engagement and workflow including lead generation, scheduling, employee management, invoicing & more. Protec is the only business software you will ever need!

Customer Engagement

  • Integrated with advertising, promotions, social media
  • Real Time Online calendar bookings
  • On My Way notifications
  • Follow-up marketing
  • Review Integration
  • Online Payments
  • Automated Billing

Staff Organization

  • Calendar (iCal, Google, Yahoo, Outlook) Integration for Appointments 
  • Scheduling & Time Tracking
  • Notifications for Upcoming Bookings
  • Streamlined internal communications
  • GPS integration (available)

Operational Efficiency

  • End to end management
  • Easy Scheduling 
  • Dispatching
  • Customer Management & Communication
  • Seamless Invoicing
  • Integration with QuickBooks and other accounting/admin systems
  • Product, Order, Inventory & Service Syncing

A Solution for All

Your Customers Can

  • Easily book a sales, service or maintenance appointment online
  • Keep track of past appointments and quickly access warranty information
  • View, purchase, or upgrade protection plans
  • Choose email or text reminders for appointments and other notifications

Your Technicians Can

  • Stay organized with daily, weekly, and monthly overviews of appointments
  • Keep customers updated with realtime communication and On My Way notifications
  • Make changes to their availability and easily track hours
  • Upload photos and sell products on-site

Your Accountant Can

  • Track sales and expenses
  • Run payroll
  • Send Invoices
  • Run Reports

Your Office Manager Can

  • Schedule bookings and audit inbound calls*
  • Monitor onsite job progress
  • View and deploy customer notifications

*Add-On feature.

HVAC Management Solution

The Only System You Need


Free setup


No contract


Step-by-step, customized onboarding


Prompt online support




  • Lead integration  
  • Website bookings
  • Customer & technician notifications (email)
  • Customer management
  • Project scheduler & manager
  • Invoicing
  • Quickbooks (other platforms) integration
  • POS system
  • Flexible Cloud-based service for fulfillment anywhere on any device

Add-On Features

  • Inventory Management
  • GPS Fleet Tracking
  • Accounting Integration Call Monitoring
  • SMS notifications
  • Customization as required

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