Reports for HVAC and AC Service Owners and Managers
These reports bring together work that an AC business usually tracks in separate places: visits, contracts, parts, warranty claims and invoices. Every figure comes from what the office and technicians already enter.
The reports
Who reads which report
Owners read visits by technician and the unpaid list. Coordinators work from visits due and contracts ending, because those are the lists they must act on each morning. The store watches parts and gas used. Accounts follow the warranty credit and invoice dues.
Season and the dashboard
Calls rise before and during summer, and the owner needs to see the open calls and the visits due on one screen. The dashboard shows open breakdown calls, the day’s visits and contracts to renew, drawn from the same records as the reports above.
What the figures reflect
A report can show only what has been entered. A visit that has no closed job sheet does not count as done, and a part fitted but not recorded does not leave stock. Extra reports can be added when the information they need is recorded in the system.
Frequently asked questions
Are the figures current?
Yes. They change as sheets are closed, parts are issued and payments are recorded.
Can a report be limited to one branch or team?
Yes. A manager can be given only their own area, while an owner sees every branch together.
Can reports be downloaded?
Yes. Lists can be exported to a spreadsheet, for example the invoices outstanding or the contracts ending this month.
Does it show profit by job?
It shows parts, gas and labour charged to a job against the invoice. How overheads are added is for the business and its accountant.
Tell us what you need.
Send a short brief and one of our engineers will come back to you within one business day.
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