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Part 3 - Using Quantrac 2005
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27 -
Zones, Equipment, Filters, and Special Parts
With Quantrac 2005, you can record equipment that you have installed, or that others before you have installed at your
customer’s jobsites in “Equipment Zones”. A jobsite can have an unlimited number of equipment zones. Each zone
can contain an unlimited number of serialized equipment and air filters. We have provided a field for you to record a
name for the zone (i.e. Upstairs, Downstairs, Front Office, Warehouse, etc.) and a brief description of the zone,
(i.e. 3-ton horizontal with gas heat, or 5-ton gas/electric RTU).
When recording equipment installed by others, fields are available for the logging of the equipment manufacturer,
model number, serial number, and date of installation. Since you probably won’t have the installation information, we
have also provided a method of estimating the age of the equipment at the jobsite. By inserting the approximate age,
the system will calculate a year of installation based on that entry. This is useful for targeting sales solicitation letters,
etc. to customers with older equipment.
When recording equipment installed by your company, more information is required. There are two methods of logging
equipment installed into a zone:
1.
From your serialized equipment inventory: Quantrac 2005’s inventory package provides for stocking serialized
inventory (in the back door) and moving that equipment to a jobsite zone (out the front door). You will be able
to select items by manufacturer, model number, and serial number, and move that particular unit to the
selected zone by clicking one button with the mouse.
2.
You may also enter equipment that is not in your serialized equipment inventory (i.e. purchased for that
particular job) by entering the manufacturer, model number, serial number, etc.
The equipment form also has fields to record the installation date, start-up (warranty beginning) date, and type/duration
of warranty. Quantrac 2005 will automatically compute the warranty-ending date, and fill that field. A jobsite with
any piece of equipment within the warranty period will cause the “Equip” button to indicate with red legend characters.
The intended use of the Warranty Type and Warranty Period is to cause the system to prompt you if you have
equipment at the jobsite under a 100% warranty by your company. For instance, it is quite customary for dealers to
provide an unconditional 100% warranty for a one year period after new equipment installation. Or, you may have
sold the customer an extended parts and labor protection plan. These are the types of warranties that your dealership
intends to honor for the duration. Other factory extended parts warranties (heat exchangers, compressors, control
boards, hot surface igniters, etc) would not usually be applicable for the warranty function of Quantrac 2005, since
service for these items are not warranted by your company.
Each equipment record also contains a Notes field. This field has an unlimited length, so that you can record any
amount of data that you may require. Be consistent…try to keep the Equipment Notes field to information specifically
about the particular piece of equipment for that record. You can locate equipment zones, jobsites, etc. by searching
for particular words or phrases in the notes field.
Each equipment zone has a list for recording filters for that particular zone. You may list as many filters as you like
for each zone…there is no limit! The filter list will appear on service call tickets, contract call tickets, etc. Taking the
right filters to the job will save your company travel and labor expense.
Maintenance contracts can be assigned to one or more zones at your customer’s jobsites. For instance, you may have
a preventive maintenance contract with a different call schedule for each zone at a multi-zone jobsite. Recording the
zones of equipment at each jobsite is very important in order for your contracts at customer’s jobsites. (See
Maintenance Contracts elsewhere in this manual)
Consistent and accurate recording of equipment will aid your company on future service calls. It can also be the basis
for sales solicitation. The following pages explain how to enter equipment and equipment zones for a jobsite, using
screens from an actual Quantrac 2005 database.
This is a jobsite form for a customer in Quantrac 2005.
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