Quote Form

• Store Name and Number

• File name - this is the name the quote will be saved as in iauditor

• Location - type address or click the locate button
  Address

• Quote started on

  Date

• Prepared by

UNIT INFORMATION

• Manufacturer of unit

• Model number of unit

• Serial number of unit

• Select Type of Equipment

  Select AIR HANDLER CHILLED WATER CONDENSER UNIT ELECTRIC HEATER ENERGY MANAGEMENT SYSTEM EXHAUST FAN FURNACE HEAT PUMP INDOOR PACKAGE UNI MINI SPLIT SYSTEM ROOFTOP PACKAGE UNIT UNIT HEATER WATER SOURCE HEAT PUMP VAV OTHER

  • AIR HANDLER
  • CHILLED WATER
  • CONDENSER UNIT
  • ELECTRIC HEATER
  • ENERGY MANAGEMENT SYSTEM
  • EXHAUST FAN
  • FURNACE
  • HEAT PUMP
  • INDOOR PACKAGE UNI
  • MINI SPLIT SYSTEM
  • ROOFTOP PACKAGE UNIT
  • UNIT HEATER
  • WATER SOURCE HEAT PUMP
  • VAV
  • OTHER

• Age of unit

• TONNAGE, BTU, or KW

• Estimated Years of Life Expectancy Push slide for number of years.

THE PROBLEM

• Was this problem found on a Service call or PM. Select one

  Found on PM

  Found on Service Call

  Other

• Initial call hours, parts, and parts cost.

• Description, What is the problem, what was the cause of the problem, what do you need to do to fix the problem.

• How many units at this location

• How many units are down

• What part of store is affected by this unit?

• What is the temperature in the affected area

• What is the outdoor temperature?

PARTS

• If Quoting a Motor, What is the Horse Power

• Part. - DESCRIPTION - LEAD TIME - COST

• Part. - DESCRIPTION - LEAD TIME - COST

• Part. - DESCRIPTION - LEAD TIME - COST

• Part. - DESCRIPTION - LEAD TIME - COST

• Part. - DESCRIPTION - LEAD TIME - COST

• Part. - DESCRIPTION - LEAD TIME - COST

• Part. - DESCRIPTION - LEAD TIME - COST

• Part. - DESCRIPTION - LEAD TIME - COST

• Part. - DESCRIPTION - LEAD TIME - COST

• Part. - DESCRIPTION - LEAD TIME - COST

ADDITIONAL ITEM

• Check this box for Crane, freon, torch, reclaim, permit,disposal,freight,vacuum pump, or rental.

• Crane Cost - also put weight of unit and distance Crane must Reach

• Disposal

• Torch

• Freon, type and how many lbs

• Permit

• Reclaim

• Freight

• Vacuum pump

• Rental

• Other

• Any special notes

LABOR

• Estimated travel needed

• How many techs are required to complete this job

• How many hours per tech are needed

• Total number of hours needed to complete this job.

Pictures

• Add Picture of defects and Data Plate

  Media