How ProTag Works

Set up a site

A site is one building or address you service. You record the address, who to call there, and the things a tech needs before they arrive: where the panel room key hangs, which stockroom ladder gets you on the roof, what time the alarm arms.

The address field suggests real addresses as you type and drops a map underneath so you can confirm you have the right building. Rural and new-build sites that no map knows about can be typed in freehand, and they save exactly as entered.

Tag the equipment

Add each piece of equipment under the site. Choose a category and ProTag asks for the specs that actually matter for that kind of unit:

• A rooftop unit asks for tonnage, refrigerant, voltage, MCA and MOCP, filter sizes and belt size.
• A panelboard asks for voltage, phase, main or MLO rating, spaces and feeder conductors.
• A furnace asks for input, AFUE, stages, ignition type and vent category.
• A refrigeration rack asks for refrigerant, suction group, setpoint and defrost schedule.

Anything the preset does not cover can be added as a free field, and Other equipment is always there for the odd one out.

While you are adding a unit you also pick what feeds it. That single field is what builds the feed chain.

Print and stick

Every tagged unit gets a QR tag. Print them twelve to a US Letter sheet on two inch square label stock, or one per page on a thermal label printer. Each label carries your company name, the equipment name, the code, a human readable tag ID and your dispatch number.

You can also generate blank tags in bulk, print the sheet, and keep the roll in the van. A tech sticks one on a panel, scans it, and sets the equipment up on the spot.

What happens on a scan

The same sticker behaves differently depending on who scans it.

A customer sees a page branded as your company: your name, your colour, your dispatch number. One tap calls you. The alternative is a short form that already knows which unit and which building it is, with room for a photo of the problem. No app, no account.

Your technician, signed in, goes straight past that to the service record: nameplate, specs, open requests, every logged visit with photos, and the feed chain above and below.

A blank tag scanned by your technician opens the screen that puts it into service. Scanned by a customer, it simply says it is not registered yet.

Log the visit

After the work, the tech records what they found: readings, parts used, what the next person should know, and photos. Photos are resized on the phone before upload, because the signal in a mechanical room is usually poor.

Ticking one box while saving the visit also closes any open request on that unit, so dispatch stops seeing it.