Job Site QR System – Admin

Customers

ST linked only

ID	Name	Address	Stage

Add new customer

Name *

Address *

Phone

Email

CRM ID

Install date

System typeAC + FurnaceHeat PumpBoilerMini-split

Expected life (years)

Create customer & lifecycle

Import from CSV

Upload a CSV with header row. Required: name, address. Optional: phone, email, crmId, installdate, type, tonnage, refrigerant, filter, thermostat, area, ductlocation, panelsize, fuel, techs, outdoormodel, outdoorserial, indoormodel, indoorserial, expectedlifeyears; warranty (provider, registrationdate, coverageparts, coveragelabor, startdate, enddate, laborend, confirmation, notes); membership (plan, monthly, includedvisits, status, accepted); commissioning (tesp, supplystatic, returnstatic, airflow, deltaT, superheat, subcooling); weekly (stage, nextactiondate, membership, costtodate, notes); TCO (annualenergycost, annualmaintenancecost, expectedrepairs, riskfactor, netinstall, energydriftpercent, repairriskdriftpercent); scorecards (engagement, planadoption, payment, satisfaction, operational, safety, reliability, airflow, efficiency, maintainability).

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Import CSV

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Customer detail & journey