HVAC.TOP

Work orders and calendar

From a draft to a signed work order for a specific customer.

Every work order belongs to a customer and can also reference a customer site. Drafts do not require an appointment; a date must be set before work starts. Scheduled work appears in the calendar.

In practice

Record material quantities and working hours. Add photos, sketches and notes, then prepare a PDF for the customer. Access the workflow on the web and Android.

Which signatures are required?

The installer's signature is mandatory. If the customer does not sign, a reason must be recorded, such as the customer being absent.

Explore HVAC.TOP