Help Center
Step-by-step guides and answers for every part of PACO-HVAC PRO.
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Getting Started
Set up your account and run your first job.
Create your PACO-HVAC PRO account
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Complete your technician profile
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Create your first customer and job
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Navigate the mobile app and web dashboard
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Account & Login
Sign in, passwords, profiles, and invitations.
Reset your password
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Update profile and company details
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Accept a team invitation
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Switch between personal and company workspace
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Professional Plan
Plans, Advanced Requests, and upgrades.
Compare Free, Pro, and Team plans
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Understand Advanced Requests
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Upgrade or change your plan
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View monthly usage in your account
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Jobs
Create, schedule, assign, and complete service work.
Create and schedule a job
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Assign jobs to technicians
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Add photos, notes, and voice memos
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Mark a job complete and generate a report
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Customers
Manage client records and service history.
Add a new customer
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View customer job and equipment history
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Update contact and site information
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Share reports and invoices with customers
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Equipment
Track units, specs, and maintenance records.
Add equipment to a customer site
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Log refrigerant type and electrical data
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Attach photos and service history
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Review past repairs on a unit
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Diagnostics
Guided troubleshooting in the field.
Start a diagnostic session
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Log symptoms and measurements
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Review suggested checks
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Save diagnostic results to the job
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Error Code Search
Look up codes by brand and message.
Search by brand and model family
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Search by display message or keyword
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Save frequent codes to a job
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Use intelligent code search on Pro plans
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Nameplate Scan
Capture equipment data from nameplates.
Scan a nameplate with your camera
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Review and edit captured fields
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Create equipment from scan results
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Troubleshoot poor scan results
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Reports
Professional PDF service documentation.
Generate a service report from a job
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Add photos, notes, and recommendations
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Collect customer signature
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Export and share PDF reports
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Invoices
Bill customers and track payments.
Create an invoice from a completed job
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Add labor, parts, and tax lines
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Send an invoice to the customer
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Record payment method and status
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Team Management
Roles, invitations, and company access.
Invite managers and technicians
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Assign Manager, Technician, and Apprentice roles
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Control who can view company data
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Remove or deactivate team members
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Troubleshooting
Fix common app and sync issues.
App will not sync — what to check
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Recover work after a weak signal
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Report generation failed
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Contact support with logs and details
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