How to Connect Field Service Work to Your Accounting Books (Without Double Entry)
Most HVAC and refrigeration owners run two separate worlds: the truck and the desk. The job gets done on site, then someone re-types it all into the books that night — or next week, or never. R-Pro is built as two equal tools that share one workflow: a field app for the technician and an office ERP for the books. Finish a job in the field, and the sale, the customer history, and the tax invoice update in the office automatically — no second round of typing.
On site: capture the job once, in the field
- Diagnose faster with AI fault diagnosis built on 600+ real HVAC and refrigeration cases — symptom to likely cause to repair steps — so the technician isn't guessing in front of the customer.
- Scan the equipment nameplate and the parts receipt; R-Pro reads them and auto-fills model, serial, and cost so nothing gets mis-keyed.
- Log the visit per customer with voice memos and a running service history for that exact unit — what failed last time, what you replaced, what to watch.
- Issue a receipt on site the moment the work is done, while the customer is standing there.
- All of it works fully offline — in a basement plant room or a rooftop with no signal — and syncs when you're back in range.
In the office: a full ERP that turns jobs into books
- Build quotes and estimates, including itemized construction quotes, then turn an accepted quote straight into an invoice or tax invoice.
- Set your OWN country's tax — name it VAT, GST, or sales tax and set your own rate, so the paperwork is correct wherever you operate.
- Run real accounting: sales, purchases, expenses, and net profit calculated for you instead of squinting at a spreadsheet.
- Track inventory, suppliers, purchase orders, and a per-customer ledger so you always know who owes what and what's on the shelf.
- Pull reports on revenue, profit, and outstanding balances when it's time to look at the whole business — or talk to your accountant.
The connection: one entry in the field becomes a line in the books
- When a technician closes a job in the field, the visit, the parts, and the amount charged flow into the office ERP automatically — you enter it once, not twice.
- That completed job posts as a sale, so your revenue and net profit update without anyone re-typing the numbers at the end of the day.
- The customer's field history and their office ledger are the same record, so a follow-up call and an unpaid invoice are never out of sync.
- Field and office run in 10 languages on one subscription — no separate accounting program to license, learn, or reconcile against.
- The result is a clean paper trail from the rooftop to the tax invoice: no lost jobs, no forgotten charges, no double entry.
Field and office, one workflow
R-Pro pairs a powerful field app — AI diagnosis, nameplate and receipt scanning, on-site receipts, fully offline — with a full office ERP for quotes, invoices, accounting, and inventory. Two strong tools, one subscription, and field work that updates your books automatically.
Get R-Pro →FAQ
Is R-Pro a field app or an office accounting program?
Both — and that's the point. R-Pro is two equal tools used together: a field app for diagnosis, scanning, customer history, and on-site receipts, and an office ERP for quotes, invoices, accounting, inventory, and reports. They run on one subscription and share one workflow, so work done in the field lands in the books automatically.
Do I have to re-type field jobs into my accounting?
No. That's exactly what R-Pro removes. A job closed in the field flows into the office ERP and posts as a sale, updating your revenue and net profit. You enter the work once, on site, and the books reflect it — there's no second round of data entry.
Can I set the tax to match my own country?
Yes. You set your own tax name and rate — VAT, GST, or sales tax — so invoices and tax invoices come out correct for wherever you do business. R-Pro doesn't assume one country's rules.
What if I'm in a plant room with no internet — does the field side still work?
Yes. The field app is fully offline: diagnosis, nameplate and receipt scanning, voice memos, customer history, and on-site receipts all work with no signal. When you get back into range, everything syncs to the office ERP automatically.