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Introduction
Preventive Maintenance Service Agreements
Create custom Service Agreement contracts and proposals using Microsoft Word, linked to
your HVAC Customer and Jobsite for quick retrieval and agreement renewal.
Completely maintain a customer’s seasonal preventive maintenance contract(s) by
automatically creating contract service calls, by generating form letters to notify customers of
expiring contracts, and by maintaining all relevant contract information.
Create and process recurring (monthly, bi-monthly, etc.) preventive maintenance contract
calls.
Keep track of filter requirements for each zone at a jobsite. Service calls created
automatically by the system (i.e., contract calls) will list filters required at the jobsite.
Utilize the system’s ability to automatically create preventive maintenance calls and
automatically schedule them for you in the Service Scheduler.
Invoicing
Completely manage invoicing, including optional support for Callahan Roach or Profit
Strategies flat-rate pricing or using Quantrac’s Custom Flat Rate Pricing option.
Utilize the ability to build invoices from predefined lists of parts and services from the three
flat rate pricing options.
Record invoices by service technicians in the field and office-generated invoices for mailing
to your customers.
Reports
Generate all kinds of reports (lists of expiring contracts, sales analysis, miscellaneous
graphs, etc.) that enable you better manage your company.
Customize reports by designating the desired date ranges, zip code ranges, etc.
Generate customer reports (mailing labels, customer lists, etc.) using a sophisticated
custom query form.
Print data on refrigerants recovered and used (as required by government agencies) for any
time period.
Employee Records
Maintain employee tenure with your company
Calculate, matain, and track employee vacations
Keep specific instance data records
Track employee salaries, bonuses, etc
Full Network Support (Standard and Professional Versions only)
Operate Quantrac either on a single computer or on a computer network, which
enables multiple users to enter and access data simultaneously (additional licensing
required).
The program works with the built-in networking features of Windows
10, 8, 7
and Windows NT..
Internet Connectivity and Support
Instant geographic mapping of Customers and Jobsites, emailing of invoices and reports,
emailing service tickets to employees, etc. are some of the Internet features available.
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