PRODUCT DESCRIPTION

❄️🔥 HVAC Service Contract and Dispatch Manager 🔥❄️ The complete office and dispatch system for heating, cooling, and refrigeration contractors. Built by ELDON-Digital. Runs on your own computer, works offline, and is yours for a single payment.

If you are running service calls from a phone, quoting from memory, and chasing renewals from a spreadsheet, this program replaces all of it. Customers, equipment, calls, schedules, dispatch, estimates, agreements, inventory, invoices, and reports live in one local database inside a single folder you control.

🏆 WHY ELDON-DIGITAL BUILT IT THIS WAY ✔ One-time purchase. No subscription, no per-user fees, no renewal. ✔ Offline by design. After a one-time setup, no internet connection is ever required. ✔ Your data stays with you. A local database in your own folder, backed up as simple zip files. ✔ Portable. Copy the folder to another PC, a Mac, or a USB drive. ✔ Your brand only. Every estimate, invoice, and report shows your logo and business name. ✔ Windows and Mac in one download. Windows 10 and 11, macOS 11 or newer, Apple Silicon and Intel.

📊 DASHBOARD 🔹 10 clickable KPI cards: today's calls and jobs, open work orders, revenue this month, receivables, estimates awaiting decision, renewals due, equipment age alerts, low stock parts, open leads 🔹 Business indicators for the last 90 days: lead conversion, technician utilization, first-time completion, callback rate, gross profit and margin, average ticket 🔹 10 colorful charts: revenue trend, jobs by status, revenue by category, technician production and profit, estimate pipeline, lead funnel, AR aging, agreement renewals, callback trend, seasonal demand 🔹 Alerts, today's schedule with technician colors, money due, upcoming tune-ups, and one-click quick actions

👥 CRM: LEADS, CUSTOMERS, CONTACTS, LOCATIONS 🔹 Lead pipeline board with drag and drop stages from New to Won 🔹 Customers with several contacts and several service locations, perfect for property managers, restaurants, and multi-building accounts 🔹 Preferred technician, preferred time, pets, gate codes, access instructions, and safety notes 🔹 Complete customer timeline of every call, estimate, job, invoice, payment, and agreement 🔹 Duplicate detection on phone, email, address, and serial number

❄️ HVAC EQUIPMENT REGISTRY 🔹 Central AC, furnace, heat pump, boiler, rooftop unit, mini-split, air handler, packaged unit, chiller, and more 🔹 Manufacturer, model, serial, install date, fuel, tonnage, BTU, SEER, AFUE, voltage, refrigerant, thermostat 🔹 Filter size memory that flows into tune-up jobs and route load lists 🔹 Warranty dates with alerts, condition tracking, and automatic service history on every completed job 🔹 Equipment Age Review that flags older units for a replacement conversation

📞 SERVICE CALLS AND WORK ORDERS 🔹 Priority-based call logging: Emergency, Urgent, Same Day, High, Normal, Low 🔹 One-click conversion to work orders and estimates, protected against duplicate conversions 🔹 Full status workflow: New, Approved, Ready to Schedule, Scheduled, Dispatched, En Route, Arrived, In Progress, Waiting for Parts, Completed, Invoiced, Closed 🔹 Five ready-made service checklists (AC tune-up, furnace tune-up, heat pump, installation startup, diagnostic) plus your own 🔹 On-screen customer and technician signatures, photo categories, refrigerant log, time entries 🔹 Use parts from inventory with one click; stock and billing update together 🔹 Job costing on every work order: revenue, labor, parts, other cost, gross profit, margin

📅 SCHEDULING AND DISPATCH 🔹 Day, week, month, agenda, and technician views with drag and drop and 15 minute snapping 🔹 Dispatch board: drag unassigned jobs and new calls onto technician lanes, update status with one tap 🔹 Honest conflict warnings: double bookings, unavailable technicians, expired credentials, skill mismatch, vehicle clashes, customer time windows 🔹 Override any warning with a reason that is written to the audit log 🔹 Route sheets in stop order with access and safety notes, plus load lists of parts, materials, and filters 🔹 End of Day Closeout: incomplete jobs, missing signatures and checklists, unbilled work, payments received, vehicle exceptions

🧾 ESTIMATES WITH GOOD, BETTER, BEST 🔹 Price book with services, parts, equipment, fees, disposal, permits, add-ons, standard hours, and member pricing 🔹 Build three options side by side; the printed estimate shows each option with its own totals 🔹 Profitability per option with a warning when margin drops below your minimum 🔹 Approve the chosen option; only that option flows to the work order and the invoice 🔹 Deposit invoices, follow-up dates, expiration, declined reasons for the lost estimates report

🔄 MAINTENANCE AGREEMENTS, MEMBERSHIPS, RENEWALS 🔹 Agreements with covered units, included visits, discounts, priority service, and renewal dates 🔹 Recurring visits generated into an approval queue, so nothing is scheduled without your review 🔹 Seasonal Tune-Up Generator for spring cooling and fall heating campaigns by zone, equipment type, category, or last service date 🔹 Renewals Dashboard with 14, 30, 60, and 90 day windows, one-click renewal, and renewal emails 🔹 Club memberships with monthly or annual billing and member discounts

🔩 INVENTORY AND PURCHASING 🔹 Parts with SKU, category, location, reorder point, cost, average cost, sell price, and supplier 🔹 Low stock alerts on the dashboard and in the Low Stock report 🔹 Purchase orders that receive stock and update average cost automatically 🔹 A complete inventory ledger with reversible transactions

👷 WORKFORCE AND ASSETS 🔹 Technicians with skills, certifications, credential expiry alerts, cost and billing rates, commission, and calendar color 🔹 Crews for installation work, time entries, mileage with odometer readings 🔹 Vehicles with maintenance, insurance, and registration alerts; tools with calibration dates 🔹 Warranty certificates, callback tracking with cause categories, refrigerant compliance log

💵 INVOICING, PAYMENTS, RECEIVABLES 🔹 Invoices with deposits, discounts, tax, partial payments, refunds, credits, and void with reason 🔹 Issue locks an audit snapshot; overdue status is automatic 🔹 AR Aging by bucket and customer, customer statements, payment reminders 🔹 Expenses by category linked to jobs, vehicles, and technicians

📈 36 REPORTS WITH CHARTS KPI reports (lead conversion, route capacity, technician productivity, first-time completion, callback rate, labor and material variance, profitability by job, customer, technician, crew, category, location, or zone), revenue and sales reports, agreement and membership reports, equipment and inventory reports, workforce reports, and financial reports. Every report prints to PDF and exports to Excel and CSV with your branding.

🖨️ BRANDED DOCUMENTS Estimates, invoices, receipts, work orders, service reports, agreements, warranty certificates, statements, route sheets, load lists, closeout reports, and every list. Each carries your logo, name, address, phone, license, footer text, and page numbers. Files get meaningful names and open automatically.

🎨 MADE TO FIT YOUR SHOP 🔹 14 themes: 10 light and 4 dark, with adjustable font size and row density 🔹 28 currencies with automatic symbols, your own date and time format 🔹 Numbering prefixes, tax rates, payment terms, trip charge, diagnostic fee, markup, minimum margin, equipment age threshold 🔹 Dropdown manager to rename, reorder, recolor, or extend every list 🔹 18 email templates with merge fields and automation switches (sending is optional and uses your own SMTP account)

🔐 SECURITY AND PEACE OF MIND 🔹 Users and roles: Administrator, Owner, Manager, Dispatcher, CSR, Sales, Technician, Accounting, Read Only 🔹 Audit log of every create, edit, delete, conversion, override, export, import, backup, restore, and login 🔹 One-click zip backups, automatic backup on close, restore with a safety copy 🔹 CSV import wizard for customers, locations, equipment, parts, price book, technicians, suppliers, vehicles, leads, and contacts 🔹 Sample company included so you can explore every screen, then clear it with one click

📦 WHAT IS IN THE DOWNLOAD 🎁 The complete program for Windows and Mac in one zip file (under 15 MB) 🎁 Launchers and desktop shortcut installers for both platforms 🎁 An 89-page illustrated Complete User Guide with real screenshots and step-by-step instructions for every function 🎁 Quick Start Guide and Installation Guide

💻 SYSTEM REQUIREMENTS 🔹 Windows 10 or 11 (64-bit), or macOS 11 or newer 🔹 About 700 MB of free disk space after setup 🔹 Internet connection during the one-time setup only; the setup fetches the open-source runtime (about 100 MB), and the program then runs fully offline

⚡ UP AND RUNNING IN FIVE STEPS 1️⃣ Download the zip file right after checkout 2️⃣ Extract it to a folder you control 3️⃣ Run the setup file once for Windows or Mac 4️⃣ Complete the short setup wizard and load the sample data 5️⃣ Clear the sample data and enter your own customers

📝 GOOD TO KNOW 🔸 Digital product delivered instantly. Nothing is shipped. 🔸 The launcher is not code-signed, so Windows SmartScreen or macOS Gatekeeper may show a first-run warning. Choose "Run anyway" or right-click and Open. The guide covers it. 🔸 Email sending is the only online feature and needs your own email account settings. 🔸 Digital downloads are non-refundable, but support is included. If anything does not work as described, contact us and we will get you running.

💬 QUESTIONS? Contact ELDON-Digital through the shop. We usually answer within 24 hours.