Before the visit
Create the project with client and site details. Quote notes, cost information, drawings and manuals can be added before field work begins.
One workflow that follows the job
Project information changes as the work moves forward. MechLedger HVAC keeps the same record useful before the visit, on site and after returning to the office.
Steps
Before, during and after the site visit
The app does not force a rigid process. It keeps information where it belongs, so each next step starts with the right project history.
On site
Organize photos into albums, add technical notes directly to an image and save calculations with the project.
Back in the office
Review material requirements, export the appropriate PDF, Word or Excel report, then transfer the project or include it in a backup.
Search project or client
NewestClientBackup
Coastal Hotel 8 calculations · 42 photos
VRF Service Visit 6 actions · 11 files
Papagou Residence Backup available
Practical use
The project still makes sense later
Technical decisions keep their context
A saved calculation stays close to the notes, units and files that explain why it was made.
Photos do not stay in the camera roll
They remain connected to the project and can be found again through search or the right album.
Report preparation does not start over
Reports use the information already organized in the project and include only what the recipient needs.