PROTRA for HVAC

Sell more tune-ups, replacements and memberships.

PROTRA for residential and light-commercial HVAC: amp readings and tune-up checklists on the phone, replacement options the homeowner signs on the spot, and service plans that renew themselves.

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Tune-ups that sellEach split system, heat pump, furnace or RTU has its own checklist and amp readings. A weak capacitor or dirty coil becomes a priced option with one tap.

Replacement options with real numbersGood / better / best systems with photos, financing and the yearly running-cost savings of a higher-SEER2 unit, signed on the tablet.

Memberships that run themselvesReady-made plans (Essential Care, Comfort Plus) with two visits a year, member pricing and reminders. Heat-wave mode texts past customers when it gets hot.

Refrigerant log and rebatesEvery pound added or recovered is logged by unit for EPA records, and utility rebates are tracked from install to check.

Also doing refrigeration and mechanical? Same app, same price book style, and each trade gets its own equipment, readings and checklists. Turn them on together in Settings.

Equipment your techs work on

Split system · Air handler + condenser
Split system · Furnace + condenser
Rooftop unit (RTU)
Heat pump system
Ductless mini-split

Readings on every visit

CompressorA
Fan motorA
Total unitA
Blower motorA
Total indoorA
Inducer motorA

Common findings, one tap each

Weak capacitorDirty condenser coilLow refrigerantClogged drainBad contactorDirty filter

Example estimate: AC not cooling, 14-year-old 3-ton split system

Good$389Replace capacitor and contactor, clean coil
Better$489Repair plus Comfort Plus membership
Best$8,950New 16 SEER2 system with 10-year labor warranty

Questions from HVAC owners

Can I track refrigerant for EPA?

Yes. The refrigerant log records type, pounds added and recovered, leak found and repair verified, per unit, and exports for your records.

Does it handle rooftop units and light commercial?

Yes. RTUs have their own checklist (belts, economizer, filters), and commercial customers can carry several units on one account.

Can techs see the unit history?

Yes. Model, serial, filter size, refrigerant and every past reading and photo stay on the unit, so the next tech starts informed.

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