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
Flexibility
Features:
- 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