Field service
The field service module is included with your plan. It covers the work that happens after a lead becomes a customer, and it follows the same flow as SherDore HVAC.
Properties, equipment and technicians
Section titled “Properties, equipment and technicians”A customer can have several properties, and each property has the equipment installed there. Technicians are the people you assign jobs to. See Customers, properties and equipment for the equipment types you can record.
Estimates
Section titled “Estimates”Build an estimate, mark it as sent and share its link with the customer. They can accept or reject it online by typing their name as a signature. Estimates have both a list and a board, so you can see them by status: draft, sent, viewed, accepted, rejected and expired. Details are the same as HVAC estimates.
From an accepted estimate, create a job, assign a technician and schedule it. Jobs have a list and a calendar view. Statuses are new, in progress, completed and canceled. See Jobs and scheduling.
Invoices and payments
Section titled “Invoices and payments”Create an invoice from a completed job, send it to the customer by sharing its link, and record payments by cash, check, card, bank transfer or other. You can void an invoice that hasn’t been paid in full. See Invoices and payments.
Recurring plans
Section titled “Recurring plans”A recurring plan books repeat service on a monthly, quarterly, semi-annual or annual cycle. Choose schedule visit on a plan when a visit is due to create the job. See Maintenance plans.