Projects and clients
Record the project name, client, site, date, status and notes.
- Project search
- Sorting
- Client grouping
Keep client details, calculations, materials and documentation with each project. Find previous jobs and choose what to include in the next report.
Projects
Record the job, save calculations and prepare its material list.
Record the project name, client, site, date, status and notes.
Keep quote notes, recorded costs and estimates alongside technical details when you need them.
Save results with the project, including the units and calculation data.
Combine requirements from supported calculations with additional products. Pricing is optional.
Choose sections and records for each recipient. Financial details are excluded by default.
Find project information on your phone during a survey, installation or service visit.
Documentation
Organize site documentation and export what you need for handover or your own records.
Search photos, move them between albums and change their order.
Take single photos or a batch with the in-app camera where supported, or use the device camera.
Add dimensions, arrows, text and shapes while preserving the original photo.
Save PDF manuals, drawings and datasheets with a title, note and folder.
Export all photos, an album or a selection with folders and an index.
Export a project as .hvacproject or save a .hvacbackup, with a preview before import.
See quantities, optional pricing and content selection for PDF, Word and Excel exports.