Create a project
Set the project name, client, site, date, status and core notes.
A clean workflow for field and office work
MechLedger HVAC is not a full design suite or company ERP. It focuses on fast, local and technically organized HVAC project management.
Steps
From a new project to a transfer package
The workflow is designed for repeated use by technicians, engineers and small technical offices.
Add project details
Add rooms, budget metadata and the information needed for technical follow-up.
Save calculations
Keep calculation snapshots inside the project for later retrieval.
Photos, files, albums and folders
Field documentation is organized with photos, albums, files and folders.
Project actions
Notes, checklists, tasks and reminder metadata keep next steps with the project.
Export, merge or backup
Export as .hvacproject or include the project in a .hvacbackup for restoring as new projects.
Search project or client
NewestClientBackup
Coastal Hotel 8 calculations · 42 photos
VRF Service Visit 6 actions · 11 files
Papagou Residence Backup available
Practical use
Useful for technical work with frequent documentation
Site survey
Capture photos, site data and first calculations without losing the project context.
Installation
Organize progress photos, files, checklists and tasks per project.
Service or maintenance
Keep visit notes, before/after photos and documentation files for later reference.