See all of PROTRA.

The office, on the web

Owners, dispatchers and office staff open app.protra-us.com on a computer.

1

Start the day on Home

Jobs left today, what sold, what got paid, and a Needs you list: jobs with no tech, estimates waiting, invoices overdue. Click Assign and you’re done.

2

Drag jobs onto techs

Every tech side by side. Drag a job onto a row to set the time, and the tech gets a text. Late and urgent jobs are marked in red. Heat-wave mode moves members to the front when calls pile up.

3

Follow every lead to the sale

New leads, contacted, visit booked, estimate sent, won. Estimates move on their own when the customer answers, so you only chase the ones that need a call.

4

Ask your business a question

Type “Who owes us money?” and Ask PROTRA answers from your own invoices, then tells you who to call first. It reads your data and never changes anything.

The tech, on the phone

Techs use the PROTRA app on iPhone or Android. Here’s one service call, in five taps.

1

One big button

The next job, the address, and one orange button for what to do next. Low stock on the truck shows before they leave.

2

On my way, timed

One tap texts the customer the ETA and starts travel time. “I’ve Arrived” stops it and starts job time.

3

Diagnose first

The equipment’s checklist and readings, with common findings one tap each. Talk instead of typing, and add photos or video.

4

Findings become options

Good, better and best repairs from your price book, priced and ready, with monthly financing on the big one.

5

The customer picks and signs

They choose an option and sign on the phone. Parts go on the order list, and the invoice is one tap away.

The customer, from a text

No app to download

Customers get a text with a link. They see what the tech recommends, approve the option they want (with monthly financing on bigger jobs), pay invoices, and follow the tech’s live tracking link on the way. Every approval is signed and saved with the time and device.

Inventory and parts

Parts follow the work: sold jobs order them, techs use them, trucks get restocked, and every dollar has a receipt.

1

Warehouse and every truck, in one place

Low stock, what to order, what to put back on each truck and the value of everything you own. Scan a barcode or type a part or OEM number to find it. You can require a photo every time a tech uses a part.

2

Sold jobs order their own parts

When a customer approves an estimate, its parts land on the order list by themselves, along with anything under its minimum. Mark it ordered, mark it received, and job parts go straight to that tech’s truck.

3

Put back what the truck used

Every part used on a finished job shows up as a restock for that truck, with how many are in the warehouse. One tap when it’s loaded.

4

Your supply houses, in the loop

Each supplier gets a private link with only the parts they sell and what it takes to get back to minimum. They can text back “on the way” or “backordered” straight to dispatch. Techs never see this page.

5

Every receipt, with the photo

What was bought, where, for which job, and by whom, with the receipt and a photo of the parts. Spending by month, by store and by tech, and what you owe back to techs who used their own money.

1

My truck, on my phone

Search by name, part, OEM number or spec, scan a barcode, read a part label with the camera, or find the nearest supply house.

2

Restock before you leave

The parts below minimum and how many the warehouse has. “Load all from warehouse” moves them onto the truck.

3

Snap the receipt

Photo of the receipt and the parts, which job it was for, and into the truck or the warehouse. The stock count updates by itself.

Money and growth

The rest of the office, one click away in the menu.

InvoicesWho owes you, what’s ready to send, and Mark paid.

Profit per jobParts, labor, commission and overhead on every job, so you see real margin.

Service agreementsReady-made plans, monthly revenue, visits due and renewals.

Scorecards and bonusesSales, close rate, callbacks and the bonus each tech earned.

Price bookYour cost, price, member price and margin on every service.

Refrigerant logPounds added and recovered, leak rates against the EPA limit, repairs due.

Utility rebatesTrack every rebate claim from install to check.

ProjectsRemodels and design jobs: selections, budget, ordering and payments.

How PROTRA is different

Everything you expect from field-service software, plus the things that make a shop run better.

Housecall Pro prices from its published annual plans, November 2026. See the full comparison on the pricing page.