Projects and clients
Project name, client, site, date, status and notes form the basic record for the job.
- Project search
- Sorting
- Client grouping
Keep the project information organized
A job is more than a calculation. It has client details, notes, materials, photos, files and reports. MechLedger HVAC keeps them under the same project so the history of the work does not get lost.
Projects
From the first record to project materials
Core information stays available at each stage, from preparing a quote to closing out the job.
Quotes and financial details
Quote notes, recorded costs and estimates stay close to the technical content. Financial details are used only when they are needed.
Saved calculations
Each calculation can be saved with the project, including the units and context that applied when it was created.
Project materials
Supported requirements from saved calculations and additional products are brought into one list. Pricing remains optional.
Project reports
A report can include only the sections and records its recipient needs. Financial information is off by default.
Access on site
The project remains recognizable on the phone, making information easier to retrieve during a survey, installation or service visit.
Documentation
Documentation that remains useful
Photos and files are more useful when they stay with the right project and can be found again without unnecessary searching.
Project photo record
Albums, search, selection, moving and reordering keep even larger photo collections manageable.
Capture inside the project
The app supports single and batch capture with the in-app camera when the device allows it, with a clear system-camera fallback.
Technical photo markup
Dimensions, arrows, text, lines and shapes are stored without altering the original photo.
Technical files
PDF manuals, drawings, datasheets and other documents keep a title, note and folder location.
Organized photo export
All photos, one album or a selection can be saved as a ZIP with folders and a readable index.
Transfer and backup
.hvacproject and .hvacbackup packages move project data through controlled import, merge and restore workflows.
Two workflows worth a closer look
See how materials are organized and how a project report is prepared for the right recipient.