Calvary Mechanical PM

Live QuickBooks customers • Saved equipment • Warranty • Service history

Service Operations

Customer Attention Dashboard

Maintenance Past Due — Gold & Silver members

Maintenance Due Next 30 Days — Upcoming maintenance

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Repairs Not Complete — Parts ordered / pending parts

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Customers Requiring Follow-up — Follow-up required

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1. Select Customer

Customer, company, phone, email or address

Enter at least 2 characters.

Equipment Workspace

Service Date

Technician

Saved Equipment

Open a customer to load saved equipment.

New Equipment

Equipment Nameplate Photo

Take or upload a clear photo of the equipment data plate. Calvary PM will read the model and serial number, then place them into the fields below for technician verification.

Unit Name / Location

Equipment Type

Manufacturer

Install Type

Model Number

Serial Number

Automatic Warranty Verification

Customer Last Name

ZIP Code

Calvary Mechanical PM

Customer Attention Dashboard

30-Day Appointment Calendar

1. Select Customer

Schedule Service

Customer Profile

Customer Note

Equipment Workspace

Saved Equipment

Import Equipment from Warranty Certificate

New Equipment

Automatic Warranty Verification

Standard / Registered Coverage

Extended Coverage

Repair Entry

Maintenance Entry

Customer Attention Dashboard

30-Day Appointment Calendar

1. Select Customer

Schedule Service

Customer Profile

Customer Note

Equipment Workspace

Saved Equipment

Import Equipment from Warranty Certificate

New Equipment

Automatic Warranty Verification

Standard / Registered Coverage

Extended Coverage

Repair Entry

Maintenance Entry

Equipment History