CALVARY PM
Service Operations
▦
Dashboard
◎
Customers
▣
Equipment
↻
Service History
✓
Maintenance
▦
Calendar
◇
Warranty
▤
Reports
Q
QuickBooks
⚙
Settings
Calvary Mechanical
Internal PM Platform
Customer Management
QuickBooks-connected service records
QuickBooks Connected
Warranty APIs Online
CM
Calvary Mechanical PM
Live QuickBooks customers • Saved equipment • Warranty • Service history
Service Operations
Customer Attention Dashboard
!
Maintenance Past Due
—
Gold & Silver members
30
Maintenance Due Next 30 Days
—
Upcoming maintenance
⚙
Repairs Not Complete
—
Parts ordered / pending parts
↗
Customers Requiring Follow-up
—
Follow-up required
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Dispatch Calendar
30-Day Appointment Calendar
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Today
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Service / Repair
Maintenance
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Mon
Tue
Wed
Thu
Fri
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1. Select Customer
Customer, company, phone, email or address
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Enter at least 2 characters.
C
Customer
🔧 Request Service
📅 Request Maintenance
Membership
None
Equipment
—
QuickBooks
Connected
Equipment
0
No equipment
Warranty
—
Checking coverage…
Membership
None
Last Repair
—
Last Preventative Maintenance
—
Next Maintenance Due
—
Membership required
▣
Installed Equipment
0
Saved systems
◇
Warranty
—
Coverage status
✓
Membership
None
Maintenance plan
Q
QuickBooks
Live
Customer sync active
Overview
Equipment
Service History
Maintenance
Notes
Google Calendar Preview
Schedule Service
Close
Equipment
No equipment loaded yet.
Technician
Select technician
Ian
Donovan
Steve
Steven
Date
Appointment Window
Reason / Job Type
Notes
Preview Calendar Appointment
Cancel
Customer Profile
Customer Details
Customer Name
Company
Contact Name
Phone
Email
QuickBooks Customer ID
Service Address
NO MEMBERSHIP
Maintenance Membership
No Membership
Gold
Silver
Membership Start Date
Membership Expiration Date
Membership Notes
Save Membership
Open Customer Equipment
Add Note
Change Customer
Customer Note
Date
Technician / Staff
Select person
Ian
Donovan
Steve
Steven
Note Type
General
Customer Request
Access Instructions
Billing / Admin
Follow-Up
Important
Priority
Mark as Important
Note
Save Note
Cancel
Equipment Workspace
Service Date
Technician
Select technician
Ian
Donovan
Steve
Steven
Saved Equipment
Open a customer to load saved equipment.
+ Add New Equipment
New Equipment
Unit Name / Location
Equipment Type
Select equipment type
Air Handler
Condenser
Gas Furnace
Furnace Coil
Daikin One Thermostat
Commercial Package Unit (RTU)
Commercial Air Handler
Commercial Condenser
Mini Split System (Single Zone)
Mini Split System (Multi Zone)
Package Unit (Mobile Home)
Manufacturer
Select manufacturer
Daikin
Goodman
Amana
Rheem
Ruud
WeatherKing
Trane
American Standard
Carrier
Bryant
Payne
Comfortmaker
Tempstar
GrandAire
Lennox
Other
Install Type
Residential
Commercial
Multi-Family
Model Number
Serial Number
Filter Size
Filter Quantity
Automatic Warranty Verification
Warranty Not Checked
Customer Last Name
ZIP Code
State
Check / Refresh Warranty
Standard / Registered Coverage
Coverage
Description
Start
End
Status
Extended Coverage
Coverage
Description
Start
End
Status
Manufacturer Warranty Certificate
View Warranty Certificate
Manufacturer Service / Claim History
Save Equipment Record
Cancel
Repair Entry
OPEN REPAIR
Pending Parts
Complete Existing Repair
Repair Date
Technician
Select technician
Ian
Donovan
Steve
Steven
Repair Category
Select category
Equipment Component
Accessory
Maintenance-Related Condition
Component / Item
Select category first
Motor Type
Horsepower
Other Horsepower
Capacitor Size
Specify Component / Item
Customer Complaint / Reason for Call
Diagnosis
Work Performed
Parts Used
Repair Status
Select status
Completed
Temporary Repair
Pending Parts
Parts Ordered
Estimate Required
Return Visit Required
Additional
Warranty used / expected
Follow-up required
Recommendations / Follow-up
Save Repair Entry
Cancel
Maintenance Entry
Maintenance Date
Technician
Select technician
Ian
Donovan
Steve
Steven
Component / Inspection
Condition
Technician Notes
Maintenance Summary Notes
Deficiencies Found
Recommendations
Save Maintenance Entry
Cancel
Equipment History
Close History
Select a saved unit to view history.
Customer Warranty
Warranty Summary
×
No warranty information available.
Dashboard Details
×
Calendar Event Preview
Appointment
×
Schedule Appointment
Close Preview
Calendar Appointment
Appointment
×
Appointment Title
Location / Service Address
Appointment Details / Notes
Save Appointment Details
Back
New Date
Available Appointment Window
Save New Appointment Time
Back
Edit Details
Reschedule
Cancel Appointment
Close