Projects & clients
Record project name, client, site, date, status, budget metadata and notes.
- Searchable project list
- Project sorting
- Client grouping
MechLedger HVAC keeps the core information of a technical project together: client, site, notes, calculations, photos, files, actions and transfer packages.
Projects
The app focuses on daily project retrieval and organization, not on full CRM or cloud-dashboard workflows.
Record project name, client, site, date, status, budget metadata and notes.
A consolidated project view with calculations, photos, files and project actions.
Calculation snapshots stay attached to the project so technical decisions remain easy to recover.
Documentation
Field surveys, installation work and service visits need documentation that is structured and quick to access.
Project photos, album organization, preview and tools for ungrouped photos.
Batch camera capture and multi-photo gallery selection for fast field documentation.
Share one photo or a selected group of photos through the native device flow.
Project files with title, original filename, extension, size, note and folder metadata.
Notes, checklists, tasks and reminder metadata with priority and completion state.
Export .hvacproject, import as new, merge into existing projects and create .hvacbackup backups.
The workflow page shows usage from project creation to export or backup.