HVAC Documents

This project received 4 bids from talented freelancers with an average bid price of $1825 USD.

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Employer working
Project Budget
$250 - $750 USD
Total Bids
Project Description

I wish to have HVAC (Heating Ventilation Air Conditioning) tasks transfered from handwritting forms to be utilized on Tablet and or notebook. Various documents required for this are as follows:

Service tickets allowing the servcie tech to use a drop down menus to pull the proper repair and flat rate code which will appear on the service document. Area where they can type the customers name, address, ect on the ticket and an area the customer can sign authorizing the repair and another area acknowledging the work had been completed satisfactory.

Proposal document allowing a contract to be writen as to what the scope of work to be provided will be, dollar amount, customer info, and signatures.

Van inventory document allowing the techincians to fill out the various materials needed to restock their vans.

Job information sheets allowing the technicans to fill out the various materials, list equipment model and serial numbers, a project journal, and msic parts.

Project change order form allowing techs to list any changes being requested with the price and the signatures authorizing the work to proceed.

Mechanical permit form in excel format.

Customer survey form that can be done by our customer and sent directly to the manager without the tech seeing their comments.

Protected forms such as password protected to view and use the form such as esitmate forms.

We have a wirelss system here that will allow us to transmit back and fourth from our office, meaning email certain forms to and from the proper parties in the office. Some of the forms I will be using the Google Drive program unless you have something better to fulfill our transmitting and reciving needs.

Also a service dispatching program would be awesome in scheduling service and location of the service rather than the cell call disruption my techs will encounter on a daily basis.



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