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Glossary G-³
Field A location on a form that contains a single piece of information (such as a customer’s last name, street
address, or phone number).
Form A screen that contains a collection of information on a particular customer, jobsite, service call, etc. The
system has many forms, such as Customer and Jobsite.
H
Hold Call A Hold Call is a service call that has been assigned a Status of “Hold” for reasons such as waiting
for parts, authorization to continue, billing information, etc. Any call with a “Hold” Status will appear in the list of
Hold Calls regardless of Date Due or Employee assignment.
I
Installation Scheduler This form helps you to efficiently schedule your installations and is accessed by
clicking the Installation Scheduler button on the toolbar.
Installations Equipment and/or complete system installations (including invoicing) can be recorded and stored in
the system. To access an installation after it has been created, click the Installations button on the Main Control
form, click the appropriate status tab, and double-click on the desired line. Once this record has been archived, it
can be accessed by clicking the History button on the applicable Jobsite form, and double-clicking on the
appropriate line in the Archived Installations and Service Calls form.
Installation Status Create up to eight different custom installation progress tabs. Then, as installations
progress, you may assign the progress status to each installation. The installation data form will then be “stored” in
the appropriate tabbed folder for easy job tracking.
Invoice Items The Invoice Items form, which is accessed by clicking the Invoice Items button on the toolbar,
enables you to enter items, such as parts and labor, into invoices, job costs, and sales quotes. You can also print
labels (price tags) for your parts.
Invoicing The system has the ability to record invoices generated by service and installation technicians in the
field, and to create office-generated invoices for mailing to your customers. This function may be accessed via
any of the service call forms, installation forms, or the Customer form. To search for existing invoices, click the
Invoices button on the Main Control form.
J
Job Cost Module HVAC Office’s Job Cost module allows you to create accurate and detailed estimates for
each installation. By itemizing every part necessary for a job, including labor, you are much less likely to overlook
job costs. You can also create and save “templates,” which allow you to quickly generate standard job costs and
avoid reentering commonly-used parts and services. Finally, you can print a “pick list” (a list of all parts, supplies,
equipment, rough goods, etc. you have entered while creating a job cost), which can be used by your installation
crews when they are preparing to go to a jobsite.
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