Air-Conditioning
Service Operations
Alitec's air-conditioning service solution helps HVAC teams capture service site and appointment details on every task, turn confirmed sales orders into linked projects with shared analytics, and guide technicians through an HVAC worksheet checklist — closing each job with a signed service chit, branded documents, and clear price and cost visibility.
Site & Appointment
Service address, contact and appointment window captured on every task.
Order-to-Project
Confirmed sales orders generate linked projects, tasks and analytics.
Signed Service Chit
Job completion PDF with site photos and technician/client signatures.
Price & Cost Control
Role-based visibility shows unit cost next to price on order lines.
Service Site & Appointment
Address, contact and appointment window captured directly on the task.
Order-to-Task Automation
Confirmed sales orders create linked project tasks with a shared analytic account.
HVAC Service Checklist
Built-in filters, fan and motor checklist seeds every worksheet.
Service Chit PDF
Completion report lists parts used with photos and signature blocks.
Drag & Drop Photos
Technicians drop job photos straight onto worksheet image fields.
Commission by Resource
Reporting splits order value across the resource assigned to each task.
Branded Documents
Quotations, invoices, delivery orders and statements carry consistent branding.
Price & Cost Visibility
Role-based access shows unit cost next to price for authorized users.
Quote &
Confirm
Quote air-conditioning service and confirm the sales order
Schedule
Visit
Task captures service address, contact and appointment window
Complete
Worksheet
Technician runs the HVAC checklist and attaches job photos
Sign-Off
Chit
Print service chit with photos and technician/client signatures
Deliver &
Invoice
Branded delivery, invoice and reporting close out the job
Service Fields
Site address, contact and resource captured on the task
Appointment Window
Start and end time shown on schedule and kanban views
Checklist Default
Filters, fan and motor items seeded on every worksheet
Image Drag & Drop
Drop job photos directly onto worksheet fields
Signatures
Technician and client sign-off captured on the chit
Appointments Today
Worksheets Completed
Chits Signed Off
Orders to Invoice
Commission Splits
Job Status Mix
Weekly Appointments Trend
Checklist Completion by Item
Jobs Awaiting Sign-Off
Benefits
Faster Site Visits
Clear service address and appointment details cut technician confusion.
Photo-Backed Proof
Drag-drop images and signatures document every completed job.
Consistent Job Records
Standard HVAC checklist and chit for every appointment.
Fair Commission Payouts
Resource-based split reporting keeps technician pay transparent.