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Introduction xi
Basic System Architecture
The following diagram is a graphical representation of the basic HVAC Office data organization:
Customer
Jobsite(s)
Invoicing
Sales Leads
Service Calls
Installations
Service/
Installation
History
Maintenance
Contracts
Equipment
Zones
Units Installed by
your Company
Units Installed By
Other Companies
Filters
Active
Installations
Job Costing
Installation
Calls
Active Sales
Leads
Archived Sales
Leads
Sales Quoting
Invoicing
Assigned Calls
Unassigned
Calls
Hold Calls
Unscheduled
Calls
Notes:
- The system can store an unlimited number of customers.
- Each customer can have an unlimited number of jobsites.
- Each jobsite can have an unlimited number of:
service calls,
archived calls (history),
zones/equipment, and
installations
- Each jobsite can include a maintenance contract with an
unlimited number of zones under contract.
- Each zone can have an unlimited number of equipment units
installed either by your company or others.
Invoicing
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