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viii Introduction
The Most Productive HVAC Office Yet
To help you be your most productive and to provide you with the information you need when you
need it, we have redesigned many of the forms and streamlined the database. Further,
Quantrac works hand-in-hand with
Microsoft Windows 10, 8, 7, NT
to help you simplify and organize your work environment. The following describes several of
Quantrac’s many features.
Features
Entering and Accessing Information
Using your mouse, quickly create, access and store an unlimited number of customers and
an unlimited number of jobsites, service calls, installations, pieces of equipment, warranties,
and more for each customer.
Search for a customer record by telephone number, name, company name, or billing
address. Search for a jobsite record by address, contact person, or key words and phrases.
Easily access archived customer information (such as service history, equipment installed,
service contracts, and extended warranties) which is available immediately when viewing
customer records or dispatching service calls.
Click a button to access a bulletin board which can be used to post notes for all employees
and to track any other information that you wish to enter on a daily basis.
Enter a map-grid location for each jobsite, thereby saving time on future service calls and
improving your ability to efficiently route your service technicians.
Click a button to access an address book containing names, addresses and telephone
numbers of vendors, customers, friends, etc.
Click a button to view messages addressed to you or to send messages to other employees
in your company or to anyone with an Email address.
Service Calls
Maintain all relevant service call information, such as date entered into computer, symptom,
date of call, diagnosis, repair, invoice number and amount, refrigerants recovered and used,
and total travel and labor time.
Assign multiple technicians to a service call on one or more days.
Track travel time and time on the job for each technician.
Schedule a service call and assign a technician days, weeks or months in advance.
Use the service scheduler to view a technician’s workload for any upcoming day, to
determine the current location of dispatched employees, to pre-assign service calls to
technicians, or to determine if any calls are already scheduled for a given time or to a given
technician. Sort service calls by date/time due, employee name, or map-grid location to
more efficiently dispatch technicians.
Use the service scheduler details form in addition to the service scheduler to view all service
calls/employees scheduled for a particular time on a particular day, all current and future
service calls assigned to a particular employee, or all service calls scheduled for a particular
day.
Using the Accounts Receivable module, be alerted instantly if a customer has a balance due
or exceeded their credit limit.
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