Arrive knowing the history. Leave with the job approved.
PraticOS is the work order app for HVAC and refrigeration technicians that leaves more time for the job and less for paperwork. Every unit keeps its history, checklists get done on site with photos and the customer approves the quote by link.
Illustrative image.
- Customer
- Oakridge Dental
- Equipment
- Ductless mini-split 12,000 BTU · 220V
- Service
- Maintenance and coil cleaning
- Total
- $240.00
Approved by customer
- Start free
- iPhone and Android
- Customers approve without installing anything
From the visit to the payment, nothing forgotten
You show up prepared, the customer approves and you get paid, all from your phone.
Say the job. AI opens the work order.
Tap Speak and say something like: “Juliana's 12,000 BTU split, full cleaning and refrigerant recharge, tomorrow at 2pm”. Or photograph the unit's label. The AI fills in customer, unit, services and parts with your catalog prices and marks what it filled with ✦.
- BTUs, voltage, refrigerant type and install date
- With a date and time, the order goes on the Schedule and your phone reminds you
- Nothing is saved until you check it
Prove the work on site
The HVAC checklists come ready to use and you can adjust the items. Every item takes photos.
- Install: indoor unit, outdoor unit, drain, vacuum, pressure
- Preventive maintenance, diagnosis and refrigerant recharge
- Technician safety and commissioning with voltage, amperage and ΔT
Let the customer approve by link
The customer opens the work order in a browser, nothing to install. They see photos, parts and services, approve it and leave comments.
- Customer approval kept on hand in case of any doubt
- You get a notification when the customer approves
- Work order PDF to print or send
Finish the job and get paid
Get paid in full or in parts, with a discount if needed. Financial shows how much is still due and from which customers.
- Partial payment and discount on the same order
- Monthly report of what came in
- Everyone who still owes you, in one list
The money an HVAC tech loses without noticing
The calls come in. What slips away is the unit's history, the refrigerant charge nobody wrote down and the visit that turns into an argument about price.
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Not knowing what was done on the unit
The customer calls because the AC stopped again. You can't tell whether it was a recharge, a capacitor or just a cleaning last time.
Search the unit by name or serial number and see every work order, with BTUs, voltage, refrigerant and install date. You show up knowing.
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Refrigerant charges you can't prove
How much went in, what were the pressures before and after? If the unit comes back with a leak, you have nothing to show.
Refrigerant type, grams, pressure before and after, supply air temperature and the leak test are all saved. If the unit comes back, you have something to show.
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Maintenance done, but no proof
The property manager asks what was cleaned and replaced. The answer lives in the tech's memory.
Filters, indoor unit, outdoor unit, drain and electrical, with photos on every item. You have something to show the property manager.
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Quotes agreed by voice message
You sent the price in a message, the customer remembers a different number. The part is already bought.
The customer approves by link, with services and parts right there. What was agreed stays on hand.
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A schedule in five places
An install in the morning, a service call in the afternoon, maintenance across town. A forgotten visit is a lost customer.
Once it's scheduled, the job lands on your calendar and your phone reminds you before each visit, even with the app closed. No customer forgotten.
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Closing the month without knowing who paid
Maintenance contracts, one-off jobs and IOUs all mixed together. Nobody knows what's still outstanding.
See what's still due and from which customers, even with partial payments, and send the payment reminder right there.
PraticOS speaks your trade's language
Pick your trade and the app is ready your way: vehicle at the auto shop, device at the phone repair shop, equipment in HVAC. Find yours:
Illustrative images.
Before you try it on the job
Still have a question? Send us an email: the PraticOS team answers it.
Do I have to pay to use it?
You can start free, with no limit on work orders or customers. The free plan has a monthly limit on photos and AI use, and one checklist template. Paid plans, subscribed in the app, raise those limits and unlock your team.
Does it work for residential, commercial and automotive AC?
Yes. It works for residential split and window units, commercial systems like VRF, chillers and cold rooms, and vehicle AC. The app speaks your trade: equipment, BTUs, refrigerant.
Can I keep a maintenance record for each unit?
Yes. Every preventive visit is a work order tied to the unit, with the checklist, photos and date. Search the unit's name or serial number in the work order list to see its full service history.
Can the people who work with me use it on their own phones?
Yes. If someone works with you, tap the profile button at the top of Home and go to Team: the invite goes out as a code over WhatsApp, and each person signs in on their own phone. The free plan is for one person; to add more people, subscribe to a paid plan inside the app.
Does the customer need to install an app?
No. They get a link, open it in their phone's browser and see the work order with photos and prices. They approve the quote and leave comments right there.
Download it and open your first order today.
Start free. Paid plans available in the app.
Questions? praticos@rafsoft.com.br FAQ