Keep a Full Service History for Every HVAC Customer and Site
When you walk back into a site six months later, the last thing you want is to start from zero. R-Pro is two powerful tools working as one workflow: a field app that captures every visit, unit, and repair on-site, and an office ERP that turns that history into a clean customer ledger and reporting back at the desk. Together they give you a complete, searchable record for every customer and every piece of equipment.
In the field: build the history as you work
- Every job is filed under the customer, so a return visit pulls up the full timeline of past symptoms, causes, and repairs for that exact site.
- Scan the equipment nameplate once and R-Pro auto-fills model, refrigerant, and specs — so each unit carries its own service record across visits.
- Capture the visit as you go: AI fault diagnosis from 600+ real HVAC and refrigeration cases, voice memos, and photos all attach to the customer's history.
- Issue a receipt on-site the moment the work is done, and it lands in that customer's record alongside the repair notes.
- It all runs fully offline — no signal in a basement plant room or rooftop still means the history is saved and ready.
In the office: the customer ledger and reports
- The office ERP keeps a per-customer ledger — every job, invoice, and payment tied to the same customer you serviced in the field.
- Turn a repair history into quotes and estimates, then invoices or tax invoices, without re-typing what the technician already entered.
- Set your own country's tax name and rate (VAT, GST, or sales tax) so invoices for that customer are correct wherever you operate.
- Pull reports across customers and equipment to spot recurring failures, repeat sites, and which accounts drive the most service work.
- Accounting, suppliers, purchase orders, and inventory live in the same system, so a customer's service history connects straight to the money behind it.
How field and office stay in sync
- Field work flows into the office books automatically — what the technician logs on-site becomes part of the customer ledger with no double entry.
- One customer record is shared by both tools, so the history a technician sees on the phone matches what the office sees on the desktop.
- A receipt issued on-site and the matching invoice in the office reference the same job, so nothing gets recorded twice or lost.
- Because both tools and the sync work in 10 languages under one subscription, a multilingual team reads the same customer history in their own language.
One record for every customer, field to office
R-Pro gives you a field app that captures every visit and an office ERP that turns it into a clean customer ledger — two powerful tools, one workflow, one subscription.
Get R-Pro →FAQ
Is R-Pro a field app or an office program?
Both. R-Pro is two equal tools used together: a field app for on-site diagnosis, scanning, voice memos, service history, and receipts, and an office ERP for quotes, invoices, accounting, inventory, and the customer ledger. They share one customer record, so the history stays consistent from the truck to the desk.
Can I see a unit's repair history when I revisit a site?
Yes. Each job is filed under the customer, and scanning the nameplate ties the record to that specific unit. On a return visit you open the customer and see the full timeline of past symptoms, causes, repairs, photos, and receipts for every piece of equipment on the site.
Does the service history work without internet?
Yes. The field app is fully offline, so you can log visits, scan nameplates, record voice memos, and issue receipts with no signal. The records save on the device and flow into the office books once you're connected again.
Can I set my own country's tax for customer invoices?
Yes. In the office ERP you set your own tax name and rate — VAT, GST, or sales tax — so every invoice and tax invoice tied to a customer's service history is calculated correctly for where you operate.