Service call workflow

Work the call. The options build themselves.

Run the checklist, mark what failed, and the pricebook turns your findings into a good / better / best proposal the customer can accept on the spot.

Start a service call

Customer info, field checklist, failed parts, then good / better / best options built for you.

Every part and service with its flat rate, symptoms, test method and cascade items.

Build a new system or hot water quote when repair no longer makes sense.

Open quotes, accepted jobs and what has to happen after the sale.