One of the biggest benefits of using Protec HVAC Solutions is its integration potential with virtually any system already in use by an HVAC company. From Quickbooks to Salesforce, our flexible, all in one plug and play tool is the HVAC management solution you’ve been looking for!

You may even find it can replace many of your integrations to exist as a standalone business management solution.

Don’t see your integration? Contact us! We have worked with dozens of custom systems and are sure we will be able to plug & play with your current system!

Protec HVAC Solutions is the go-to, all in one booking, appointment management, client communication, and accounting integration system for HVAC service providers!

Equipped to help you save time and be more efficient, Protec specializes in integration and customization, with an emphasis on being able to adapt and meet a company’s exact needs. Unlike many rigid service management systems, Protec is built on a flexible programming background that enables users to plug and play with a myriad of useful integrations and contemporary business management systems!


Streamline your lead generation, automate efficiencies & get more positive reviews! 

Customer Engagement

  • Online bookings
  • On My Way notifications
  • Follow-up marketing
  • Review Integration
  • Automated Billing

Staff Organization

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

Operational Efficiency

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

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 & management
  • 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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