Indoor location
Unit position and surrounding wall
No photo yet
Context
WebsiteYou bring the know-how. We will handle the paperwork.
Capture the site, shape the install and leave the client with three clear options.
Capture the site, shape the install and leave the client with three clear options.
Build Quote
1. Quote path
2. Site inspection details
What are we quoting today?Pick the closest job type. You can fine-tune the details next.
1. Choose the job
2. Show the site
A few clear photos beat ten minutes of typing. Photos save straight to this ServiceM8 job diary.
How are you using the tool?
Site photosUse the rear camera. Take another photo whenever the first one needs more context.
0 saved
Required
Outdoor location
Condenser position, access and clearances
No photo yet
Wall mount / access
Bracket, roof or difficult access
Add a photo or mark not needed
Drain / pump route
Fall, discharge point or pump location
Add a photo or mark not needed
Power / switchboard
Board condition and spare capacity
Add a photo or mark not needed
2. Split system scope
3. Existing split system check
For replacements, confirm the existing unit has been effective before matching size. If it has struggled, note why before selecting the replacement.
Photos help us check the replacement before we attend.
Use a mobile if possible and attach photos of the indoor unit location and outdoor unit location. If photos are not available, answer the location question and we will confirm on site.
4. Rooms and equipment
2. Ducted scope
3. Home layout
Count the spaces that need air conditioning. The outlet estimate can be adjusted before quoting.
Estimated 5 outlets from the home layout.
3. Existing ducted system check
For replacements, do not resize from floor area first. Start with the existing unit, confirm how it has performed, then choose a suitable replacement.
4. Equipment and controls
5. Ductwork and replacement materials
6. Notes
2. Manual scope capture
This path captures the site information for ServiceM8, but automated pricing has not been configured for this category yet.
Quote options
Review the three stocked options with the client. Adjust the unit size here if the site assessment calls for it, then save the quote pack and send the acceptance link from ServiceM8.