Service Reporting
Service Reporting

Our Services have been designed to provide a full HVACR program for all stores geographically located throughout the United States. Our Programs are multi-faceted in that they encompass scheduled maintenance, emergency repair or on-call services, retrofit projects, diagnostics and recommendations, energy management, historical trending and data retrieval, and much more.


Our programs offer year end budgeting based on the record retention of the equipment, age, existing condition and services provided during the year.


MAINTENANCE

First Visit - We will identify and list the HVAC Equipment Condition, and then provide this information to you!
We provide Bi-monthly reporting of our PM Progress, by store, showing their scheduled dates, completed dates, and invoiced dates.

PM Service is scheduled and provided on a pre planned basis.
Operating conditions are recorded and retained for Landlord, Projects, and Budgeting.
Annual Services can be added to include any Special or Seasonal Services, such as Belt Replacement, Coil Cleaning, and more.

ON CALL SERVICE

Status Reports are provided to you each day! They identify the status of all open calls, completed calls, projects and quotes awaiting approval. You are updated daily!

QUARTERLY REPORTS

HISTORY REPORT - Recaps each stores' service history, illustrating the work request, work performed, service dates, the invoice amounts, the reason for the call, the work description, and the stores proposals.
A listing of the service expenditures are identified by type of service requested, and then totaled by each store.

YEAR END REPORTS

BUDGET REPORT - Identifies each store and provides a forecast of the anticipated expenditures for the up-coming fiscal year. The report is based on the data submitted during the year's service, along with the equipment data and operating condition.


Service Dispatch Screen Menu
Word Doc | PDF Doc

PM Service Report
Word Doc | PDF Doc

Invoice Service Report
Word Doc | PDF Doc

Equipment List
Word Doc | PDF Doc

Condition Report
Word Doc | PDF Doc

Customer History Report
Word Doc | PDF Doc

Your Facility Budget Overview
Word Doc | PDF Doc