Pulling Up Full Service History at the Customer's Door
You roll up to a callback and have no idea what the last tech did — or whether there even was a last tech. R-Pro keeps a complete per-customer service history on your phone, so before you knock you already know the unit, the last fault, the parts you fitted, and what you quoted. And because the field app and the office ERP share one record, that history is the same record your books are built on.
Field App: the customer's full history in your hand at the door
- Open the customer and see every past visit in order — date, reported symptom, what you diagnosed, and how it was resolved — even with zero signal, because the field app works fully offline.
- Each visit links to the equipment you scanned: nameplate data (model, serial, refrigerant, capacity) captured by camera so you are never squinting at a faded plate again.
- Voice memos and notes from previous calls play back on the spot, so a problem your colleague heard last winter informs the fix you make today.
- AI fault diagnosis, trained on 600+ real HVAC and refrigeration cases, reads the symptom against the unit's own history instead of starting from a blank page.
- Issue a receipt on site the moment the job is done, and it lands in that same customer timeline as the next history entry.
Office ERP: the same history, costed and on the books
- Every field visit becomes a line in the customer ledger in the office ERP — no re-typing, so the history a tech sees and the history accounting sees are one and the same record.
- Turn a recurring fault into a quote or estimate in seconds, because last visit's parts and labor are already itemized and waiting.
- Raise invoices and tax invoices set to your own country's tax name and rate — the ERP does not assume a US or EU tax model.
- Accounting ties it together: sales, purchases, expenses, and net profit per customer show you which accounts are profitable and which are quietly draining time.
- Inventory, suppliers, and purchase orders connect the dots — when history shows a part keeps failing, you see your stock and reorder without leaving the system.
Connection: one record from the doorstep to the ledger
- Field work flows into the office books automatically — finish a job in the app and the office side updates, with no double entry and no end-of-day paperwork pile.
- Because both tools share one customer record, the upsell you spot on site (aging compressor, repeat refrigerant top-up) is already documented when you write the quote back at the office.
- Trust compounds: showing a customer their own documented service history at the door turns a cold callback into an informed, professional conversation.
- Both the field app and the office ERP run in 10 languages on one subscription, so a multilingual crew and the back office read the exact same history.
- One source of truth means fewer disputes — what was done, when, and what it cost is recorded once and visible to everyone who needs it.
Two tools, one customer record — from the doorstep to the books
R-Pro pairs a fully offline FIELD APP — AI fault diagnosis on 600+ real cases, nameplate and receipt scanning, voice memos, per-customer service history, and on-site receipts — with a complete OFFICE ERP for quotes, invoices and tax invoices, accounting, inventory, suppliers, purchase orders, and the customer ledger. Both run in 10 languages on one subscription, and your field work flows into the office books automatically. Walk up to any door already knowing the full story.
Get R-Pro →FAQ
Does the service history work without internet at the customer's site?
Yes. The field app is fully offline. The complete per-customer history — past visits, scanned nameplates, voice memos, and receipts — is on the device, so you can pull it up in a basement plant room or a rural site with no signal. It syncs to the office books once you are back in coverage.
How does history get into the record in the first place — is it extra data entry?
It builds itself as you work. Scanning a nameplate auto-fills the equipment, issuing a receipt on site logs the visit, and voice memos attach to the job. Each completed job becomes the next history entry, and that same entry flows into the office ERP's customer ledger automatically — you enter it once, not twice.
Can I use the history to quote and invoice the customer?
Yes. The office ERP reads the same customer record the field app writes to, so last visit's parts and labor are already itemized. You turn that into a quote or estimate, then an invoice or tax invoice set to your own country's tax name and rate — without re-keying anything from the field.
Is the office ERP a separate product I have to buy?
No — the field app and the office ERP are two equal tools that come together on one subscription. Each is powerful on its own: the field app for diagnosis, scanning, and on-site receipts; the ERP for quotes, invoicing, accounting, inventory, and the customer ledger. Used together, your field work and your books stay in sync.