Details, quotes and costs
Client history, quote notes and financial context stay close to the technical work.
The technical record for each project, on your phone
MechLedger HVAC
Every job has its own details, calculations, photos, materials and files. MechLedger HVAC keeps them connected to the right project, so they are easy to find in the office or on site.
The project from day one Client details, site information, quotes and cost notes stay with the technical history.
From calculations to materials Saved calculations, material requirements and optional pricing are organized inside the project.
Documentation you can find Photos, manuals, drawings and PDF, Word or Excel reports remain part of the same project record.
Core capabilities
Keep the useful parts of the job together
The app follows the day-to-day course of HVAC work, from the first site visit to the final saved report.
Calculations and materials
Saved calculations can connect to material lists and the additional products required for the job.
Photos, files and reports
Field documentation, technical files and PDF, Word or Excel reports remain available inside the project.
Workflow
A workflow that follows the job
Before the visit, on site and back in the office, information stays organized around the same project.
Search project or client
NewestClientBackup
New project Client, site, status
Calculations Cooling load · Duct · Water side
Materials & documentation Material lists · Photos · Reports
Import, Merge & Backup
File-based project transfer and backup
.hvacproject and .hvacbackup packages support export, import, merge and restore-as-new workflows. The process uses files selected by the user and does not perform automatic online synchronization.
.hvacproject
A single-project transfer package.
- Import as a new project
- Merge into an existing project
- Preview before action
.hvacbackup
Backup for all or selected projects.
- Full backup with files
- Lightweight backup
- Restore as new projects
Clean restore model
The current restore workflow creates new projects and avoids destructive overwrite of existing project data.
See what can stay organized with each project
The full feature overview shows how projects, calculations, materials and documentation connect.