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Glossary G-¹
Glossary
A
Accounts Receivable Module HVAC Office’s Accounts Receivable module provides a valuable tool for
your company by enabling you to apply payments to invoices and track this information on an ongoing basis. In
fact, whenever you create a service call, installation or installation call, the system will notify you if the customer
has exceeded its credit limit or has any outstanding invoices. Further, you are able to print statements to your
customers, generate reports (such as aged receivables and customer ledgers), and quickly check any customer’s
credit status.
Address Book This feature allows you to store names, addresses and telephone numbers of vendors,
customers, friends, etc. To access this function, click the Address Book button on the toolbar.
Archived Call An Archived Call is a call that has been completed or cancelled. Once a service call, sales lead,
or installation is complete, you should archive it by either (1) clicking the Archive or Archive Call button on the
applicable form; or (2) changing the Status (on a Service Call, Installation, or Sales Lead form) to “Archived” or
“Cancelled.” (If you cancel a call, it will be moved to Archived records. If you wish to permanently delete a
record, you may do so by using one of the “Delete” options on the Options menu along the top of your screen.)
You may access an archived record at any time by either (1) clicking the History button on the applicable Jobsite
form; or (2) clicking the Archives button on the Main Control form. You may also reopen an archived record, if
necessary, by changing the Status on the record from “Archived” to “Open” (for a service call) or from
“Archived” to “Active” (for an installation or sales lead).
Assigned Call An Assigned Call is a service call that has a Status of “Open”, and has been assigned to an
Employee. Typically, when a customer requests a service call, you will create the call without assigning it to an
employee. At that point, the call will be listed in Unassigned or Unscheduled Calls. When you have an employee
available to take the call and you enter that person’s name in the Employee field, the call will then be moved to the
list of Assigned Calls. In practice, you will probably want to assign only one call to each employee at a time.
C
Callahan/Roach Flat-Rate Pricing Interface This optional HVAC Office module enables users of
Callahan/Roach flat-rate pricing to access their pricing data through HVAC Office and to easily enter this data
into invoices. To access this function, click the C/R button on the toolbar.
Click Press the left mouse button once.
Close All Forms To close all open forms and return to the Main Control form, click this button on the toolbar.
C/R This button refers to the Callahan/Roach Flat Rate Pricing Interface (see above).
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