Primary Features
Protec HVAC Solutions is your go-to all in one HVAC management system! This flexible tool has numerous industry changing features, including;
Primary Features
Included in flat fee- Customer Booking Wizard for Sales, Service, Walk Throughs & Consultations
- Integration with all Marketing Channels
- Booking Calendar with staff, service type and status filters
- Unlimited custom fields to collect customer data
- Customer database with history, contact details, and more
- Automated email reminders and follow up emails
- Built in CRM
- Collect payment for services or memberships
Add Ons
A la carte features- Call Tracking & Recording
- GPS Fleet Tracking
- CRM Integration (Zoho, Salesforce, etc.)
- Accounting Software Integration (Quickbooks, Freshbooks, etc.)
- eCommerce Integration
- Inventory Syncronization
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 is 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
Flexibility
Features:
- 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
