SelectAir

New Visit

Fill from the client’s message

Copy the client’s text message and paste it here. The name, phone, email and address are filled in for you. Check them before saving.

Keep the message in Notes

Customer

Client directory

Not linked to a client yet.

Name

Phone

Message Call

Email

Address

Directions

Status and schedule

Status

Scheduled visit

Time

Reason

Unit

Machine type

Brand

Model

Rated cooling (kW)

Systems installed

Old unit being replaced

Old unit stays on site

Systems: count each outdoor unit once. Capacity: the total rated cooling from the product label or spec sheet.

Notes

Job photos

No photos yet

For your own reference. These copies are made smaller to save space.

PDF files

No PDF files yet

Quotes, rebate forms, certificates. Up to 4 MB each. Tap a name to open it, or Save to keep a copy in Files.

Quotes and invoices

Job amount

VEU job number

VEU rebate

$

Client co-payment

$

VEU amount received

Co-payment received

Job amount$0

The client’s co-payment can’t be paid back to them in any form, including money, goods or services.

Costs

Unit

$

Duct

$

Labour

$

Electrical works

$

Gas plumbing

$

Other 1

$

Other 2

$

Total cost$0

Margin-

Margin is the job amount minus total cost. Enter costs including GST, the same way as the job amount, so the margin is right.

Joe’s balance

Period

Work with Joe

Service calls and helpers

Makes an Excel file like your Cash and Work sheet for the period above, ready to send by WhatsApp, Messages or email.

Add entry

I workedJoe helpedCash

Date

Location

Work done ($)

Total Joe owes me ($)

Notes

Service call or helper

I earnedI paid a helper

Date

Client name

Contact

Amount ($)

Address

Details

Certificate messages

AC system details

Gas heater details

Your notes are pasted into the messages exactly as written, with the rest of the wording around them. They are saved with the job.

AC certificate

Electrician (electrical certificate)

Gas plumber (gas certificate)

Send opens your share sheet, so you can pick WhatsApp, Messages or email. You can edit any message before sending. If you change the details at the top, the messages are made again.

Duct Order

Job

Order name

Supplier

Delivery

Deliver Pick up

Deliver to

Needed by

Duct plan

Items

Notes for the supplier

Add Item

Order for Supplier

Message (you can edit it)

The order is saved. If a button does nothing on your phone, use Copy Order and paste it into your messaging app.

Booking Message

Send to

Client Installer Electrician

Message (you can edit it)

The message never includes prices. Check it before you send. If a button does nothing on your phone, use Copy Message and paste it into your messaging app.

New Client

Name

Client type

Phone

Email

Address

Notes

Single is a one-off job. Ongoing is a client you work for again and again, such as an agent or landlord. Each visit you add can become a job.

Message Call Email

Choose Client

Invoice

Document

Bill to

Invoice number

Issued

VEU job number

Prices already include GST

Unit model

Include payment details

Each job can have as many invoices and quotes as you need, for example one to the VEU provider for the rebate and one to the client. Use Make Quote an Invoice to create an invoice from a quote; the quote is kept. Check the GST treatment of the VEU incentive with your accountant.

Items

Send to client

Share PDF also copies the client’s number (or email if there is no number), so just paste it as the recipient. The buttons above copy either one again.

Save, Done, Share, Print and Copy all keep your changes on the job. Share PDF opens your phone’s share sheet so you can send the PDF by WhatsApp, Messages or Email. Find every quote and invoice in the Quotes tab.

Business Details

These details appear on your invoices. They are kept on this phone and in your backup files.

Business name

ABN

Business address

Business logo

Website

Phone

Email

Registered for GST

When Registered for GST is on, invoices and quotes add GST (10%) to the amount. When it is off, no GST is added.

Payment instruction

Payment details

Calendar & Reminders

Reminders

Remind me before visits and installs

Remind me about follow-ups at 9:00 am

Reminders are kept by your phone’s own calendar, so they alert you even when this app is closed. Bookings with no time are added as all-day events.

Adding bookings

After I save a booking, offer to add it to my phone calendar

Calendar app

Automatic uses Apple Calendar on iPhone and Google Calendar on Android. Apple, Outlook and Samsung calendars get your reminder setting above. Google Calendar uses the reminder settings in your Google Calendar.

Selectair Heating & Cooling

Visits

Today

Follow-ups due

Calendar

Reports

Save or share a report

Waiting on payment

Where the money comes from

Jobs

Where the money goes

Quotes won and lost

Settings

Clients

Quotes

Duct Orders

New Visit

Joe’s balance

Add entry

Service call or helper

Certificate messages

Duct Order

Add Item

Order for Supplier

Booking Message

New Client

Choose Client

Invoice

Business Details

Calendar & Reminders