The indoor and outdoor units have different identities
Record the paired unit model and serial with the equipment being serviced.
Bring heat pumps, furnaces, air handlers and condensing units into an equipment service queue. Record paired-unit identities, customer access, reported faults, parts estimates and maintenance notes.
Service scheduling and repair records only. Automatic dispatch routing, refrigerant-compliance reporting and trade certification are outside this release.
Record identity, reported symptoms and the customer request.
Review scope, parts and the customer estimate.
Record findings and complete the service invoice.
Record the paired unit model and serial with the equipment being serviced.
Keep service-window and location notes with the appointment.
Keep the reviewed parts and labor estimate with the customer decision before additional chargeable work.
The right details. from request to handover.
Capture equipment serial number, plus brand, model, equipment type, paired unit model / serial, service address / equipment location, nameplate / system rating notes, reported fault / error code, site access / service window, next service / interval notes.
Start with hvac service assessment, planned system service, heating / cooling fault diagnosis. Templates are unpriced; your team reviews the scope, technical procedures and estimate.
Keep parts records, technician notes, scheduled appointments, estimates and invoices with the job. Record actual stock and supplier costs; adding a specialty creates no on-hand quantities.
Record the work and the checks performed by your team. Keep asset identity, received contents and customer communication connected through closure.
Start with relevant fields, checks and dashboard shortcuts. Adapt the details to the way your team actually works.
Find your planStart with hvac equipment service & repair and add your other specialties.
Add your staff, services and actual inventory. Review your prices and permissions.
Try intake, approval, bench work and checkout with a sample job before your shop rollout.
No. This release offers appointments, work orders, parts and manually entered service notes. Dispatch routing, refrigerant-compliance reporting and trade certification are outside its scope.
Service scheduling and repair records only. Automatic dispatch routing, refrigerant-compliance reporting and trade certification are outside this release.
Yes. Starter services have no preset charge. Set your own labor, parts, pricing and checks, and review the estimate before approval.
Yes. Choose a primary industry, add your other specialties and select the appropriate intake form for each repair. Existing shop settings and historic repairs are preserved when you add specialties.
Review parts, labor and customer approvals before invoicing. Keep payment records with the customer and the work.
Appliance & field-service POS · Parts and purchasing · Repair pricing calculators
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