Quote

• Store Name and Number

• File name

• Location
  Address

• Conducted 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 EXHAUST FAN FURNACE HEAT PUMP INDOOR PACKAGE UNI MINI SPLIT SYSTEM PACKAGE ROOFTOP UNIT UNIT HEATER WATER SOURCE HEAT PUMP OTHER

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

• 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

• Disposal

• Torch

• Freon, type and how many lbs

• Permit

• Reclaim

• Freight

• Vacuum pump

• Rental

• Other

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