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Industry Pack - HVACR
The HVACR (Heating, Ventilation, Air Conditioning and Refrigeration) industry pack comes fully loaded with comprehensive dashboards, key reports and critical forms designed to streamline your operations, ensure compliance and maximise performance.
by Joblogic Marketplace
The HVACR Industry Pack is a comprehensive solution designed specifically for businesses in the heating, ventilation, air conditioning, and refrigeration (HVACR) sector. Packed with powerful dashboards, critical forms, and key reports, this pack helps ensure compliance with industry standards, streamline operations, and maximise performance across all aspects of your business.
This industry pack provides:
- 10 Dashboards: From compliance and preventive maintenance to refrigerant management and asset tracking, these dashboards deliver real-time insights to enhance decision-making, improve service delivery, and optimise operational workflows.
- 26 Essential Forms: Stay compliant with key standards such as BS EN 378 and BS EN 60335-2-24. These forms cover everything from refrigerant safety and air quality to electrical and gas system compliance, ensuring your operations meet stringent industry regulations.
- 38 Key Reports: Gain actionable insights into job performance, asset management, financial metrics, and compliance tracking with reports like the REFCOM Gas Cylinder Report and Asset Audit Report.
01
Specialist Dashboards
Finance Dashboard – Monitor revenue, invoicing performance, and outstanding balances for HVACR services.
PPM Dashboard – Track planned maintenance schedules, overdue visits, and contract compliance.
Quotes Dashboard – Analyse quote pipelines, approval rates, and conversion performance.
Engineer Productivity Dashboard – Measure utilisation, travel vs. work time, and job completion efficiency.
Asset Compliance Dashboard – View inspection results, service history, and compliance status for heating, ventilation, air conditioning, and refrigeration systems.
Job Profitability Dashboard – Compare costs and revenue per job to optimise pricing and operational efficiency.
02
Compliance & Service Forms
F-Gas Log Sheet & Record
HVAC Preventive Maintenance Checklist
Refrigeration Equipment Inspection Form
Air Conditioning Service Report
Heating System Service Record
Dynamic Risk Assessment Form
Fully aligned with UK compliance requirements, including F-Gas regulations and HVAC safety standards.
03
Comprehensive Reporting Suite
36+ Pre-Built Reports including:
- Asset Service & Inspection Logs
- Job Tracker & Completion Reports
- Engineer Timesheet & Attendance Reports
- PPM Contract Performance Analysis
- Invoice & Purchase Order Logs
- Stock Usage & Inventory Reports
- Customer & Site Performance Analysis
Monthly plan
Free
To read our handy guide with the full breakdown, click here. Alternatively, watch our video guide here.
Version
1.0.0
Categories
Industry specific tools
Recommended for
Service delivery team
You May Also Like
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The HVACR Industry Pack is a comprehensive solution designed specifically for businesses in the heating, ventilation, air conditioning, and refrigeration (HVACR) sector. Packed with powerful dashboards, critical forms, and key reports, this pack helps ensure compliance with industry standards, streamline operations, and maximise performance across all aspects of your business.
This industry pack provides:
- 10 Dashboards: From compliance and preventive maintenance to refrigerant management and asset tracking, these dashboards deliver real-time insights to enhance decision-making, improve service delivery, and optimise operational workflows.
- 26 Essential Forms: Stay compliant with key standards such as BS EN 378 and BS EN 60335-2-24. These forms cover everything from refrigerant safety and air quality to electrical and gas system compliance, ensuring your operations meet stringent industry regulations.
- 38 Key Reports: Gain actionable insights into job performance, asset management, financial metrics, and compliance tracking with reports like the REFCOM Gas Cylinder Report and Asset Audit Report.
01
Specialist Dashboards
Finance Dashboard – Monitor revenue, invoicing performance, and outstanding balances for HVACR services.
PPM Dashboard – Track planned maintenance schedules, overdue visits, and contract compliance.
Quotes Dashboard – Analyse quote pipelines, approval rates, and conversion performance.
Engineer Productivity Dashboard – Measure utilisation, travel vs. work time, and job completion efficiency.
Asset Compliance Dashboard – View inspection results, service history, and compliance status for heating, ventilation, air conditioning, and refrigeration systems.
Job Profitability Dashboard – Compare costs and revenue per job to optimise pricing and operational efficiency.
02
Compliance & Service Forms
F-Gas Log Sheet & Record
HVAC Preventive Maintenance Checklist
Refrigeration Equipment Inspection Form
Air Conditioning Service Report
Heating System Service Record
Dynamic Risk Assessment Form
Fully aligned with UK compliance requirements, including F-Gas regulations and HVAC safety standards.
03
Comprehensive Reporting Suite
36+ Pre-Built Reports including:
- Asset Service & Inspection Logs
- Job Tracker & Completion Reports
- Engineer Timesheet & Attendance Reports
- PPM Contract Performance Analysis
- Invoice & Purchase Order Logs
- Stock Usage & Inventory Reports
- Customer & Site Performance Analysis
Monthly plan
Free
To read our handy guide with the full breakdown, click here. Alternatively, watch our video guide here.
Version
1.0.0
Categories
Industry specific tools
Recommended for
Service delivery team
You May Also Like
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