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G-6 Glossary
Service Call Lists To view lists of service calls, click the Service Calls button on the Main Control form, or
click the List of Service Calls button on the toolbar.
Service Scheduler This feature enables you to efficiently schedule/dispatch your service calls and is
accessed by clicking the Service Scheduler button on the toolbar.
Service Scheduler Details This is an alternate view of the Service Scheduler and may be used in
conjunction with the Service Scheduler form to schedule service calls. This function is accessed by clicking the
Service Scheduler Details button on the toolbar.
Setup Menu The Setup menu (at the top of your screen) enables you to customize the system for your
company. This includes information such as your company’s name and address, the types of calls that you make
(emergency, nuisance, duct work, etc.), and the names of your employees. This information may be revised at any
time.
Statistics The system tracks the number of customers, jobsites, service calls, preventive maintenance contracts,
etc. To access this information, click Options on the Menu Bar (along the top of your screen), then click Show
Statistics.
Status The Status field is found on the Service Call, Installation, and Sales Lead forms. A service call can have
a Status of “Open,” “Hold,” “Archived,” or “Cancelled.” A sales lead or installation can have a Status of
“Active,” “Archived,” or “Cancelled.”
Server Version HVAC Office is available in two versions. The “server” version is required on one computer
in a networked installation and allows others using a “workstation” version to connect through the network to the
database on the server.
T
Template A saved list of parts, labor, etc. that can be used to expedite the creation of sales quotes and job
costs. For example, after creating a job cost, you may wish to save it as a template to use in the future for other
job costs.
Ticket A report that prints detailed information on an individual service call. This report can be printed via the
Ticket button on any service call form.
Title Bar The blue band at the top of each form/window which usually contains the name of the form/window
or other descriptive text. In Windows 3.11, the hyphen (dash) at the left of the title bar can be double-clicked to
close the form/window. The arrows at the right of the title bar can be used to minimize, restore, or maximize the
form/window. In Windows 95, the small icons at the right of the title bar are used to minimize, restore, maximize
or close the form/window.
Toolbar A set of buttons that perform functions. They include Address Book, Diary, Reports, Callahan/Roach
Pricing Data, Invoice Items, List of Service Calls, Service Scheduler, Service Scheduler Details, Installation
Scheduler, and Close All Forms.
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