Install Only Field Reference

This guide covers all the fields and options available when configuring install only quotes in the Cooledge mobile app. Install only jobs involve installing customer-supplied air conditioning equipment.

Overview

Install only quotes are for situations where the customer has already purchased their air conditioning equipment and requires professional installation services only. This system type uses similar configuration options to split systems but includes additional fields for documenting the customer-supplied equipment.

1. Customer-Supplied Equipment Details

Configure details about the equipment the customer is providing:

Equipment Information:

• Brand: Brand of the customer-supplied equipment
• Size: System capacity (default: 3.5kW, adjustable)
• Model Number: Specific model number of the equipment (optional)

Equipment Documentation:

• Brand Field: Free text field for any air conditioning brand
• Size Configuration: Numeric field for system capacity in kW
• Model Tracking: Optional model number for warranty and service reference

2. Installation Type

Choose the type of installation environment:

Available Options:

• House: Standard residential house installation
• Apartment: Apartment or unit installation (may have different access requirements)

Installation type affects labor requirements and access considerations for customer equipment.

3. Power Supply Configuration

Configure the electrical supply for the customer-supplied system:

Available Options:

• Not Set: No power option selected yet
• Reuse: Use existing electrical connection
• Reuse - Upgrade to RCBO: Reuse connection but upgrade safety switch to RCBO
• Existing Local Power Circuit: Use nearby existing circuit
• Existing Local Power - Electrical Capping: Use existing circuit with capping for neat finish
• New Dedicated Circuit: Install completely new dedicated electrical circuit
• Excluded: Electrical work not included in quote

Important Details:

• New Dedicated Circuit: Includes RCBO switch (residual current operated circuit breaker with overload protection) by licensed electrician
• Customer Equipment Compatibility: Ensure electrical specifications match customer-supplied equipment
• Warranty Considerations: Proper electrical installation protects customer equipment warranty

4. Outdoor Unit Mounting

Select how the customer's outdoor unit will be mounted:

Available Options:

• Not Set: No mounting option selected
• Anti Vibration Rubber Mat: Standard rubber mat (usually included at no extra cost)
• Evocrete Slab: Concrete mounting pad for stable installation
• Adjustable Anti Vibration Feet: Height-adjustable mounting feet
• PVC Mounting Feet: Plastic mounting feet for elevation
• Brackets up to 2m: Wall or fence mounting up to 2 meters high
• Brackets above 2m: Wall or fence mounting above 2 meters high
• Brackets up to 2m - stainless: Stainless steel brackets up to 2m (marine/corrosive environments)
• Brackets above 2m - stainless: Stainless steel brackets above 2m (marine/corrosive environments)

Customer Equipment Considerations:

• Unit Weight: Customer equipment may have different mounting requirements
• Warranty Requirements: Some manufacturers specify mounting requirements
• Access for Service: Consider future service access for customer equipment

5. Pipe Length Configuration

Set the distance from indoor to outdoor unit:

Default Settings:

• Starting Length: 3 meters (included in base installation)
• Additional Length: Charged per meter beyond 3m
• Reuse Option: Set to 0 if reusing existing pipework

Considerations:

• Customer Equipment Requirements: Verify pipe diameter requirements with customer equipment specifications
• Existing Connections: Check compatibility with customer equipment connections
• Pipe Sizing: Ensure proper sizing for customer-supplied system capacity

6. Trunking Configuration

Configure decorative covering for exposed pipes:

Trunking Length:

• Starting Length: 2 meters (default)
• Additional Length: Charged per additional length
• Reuse Option: Set to -1.0 if reusing existing trunking

Color Options:

Choose from 23 available colors:

Standard Colors:

• Surfmist (most popular)
• Evening Haze
• Shale Grey
• Dune

Additional Colors:

• Windspray, Wallaby, Jasper, Basalt
• Ironstone, Terrain, Monument, Classic Cream
• Paperbark, Pale Eucalypt, Woodland Grey, Deep Ocean
• Cottage Green, Manor Red, Night Sky, Sandbank
• Bushland, Wilderness

7. Internal Plastic Capping

Configure internal pipe covering:

Options:

• Length: Set in meters (0 = not required)
• Purpose: Covers internal pipework for neat finish
• When to Use: When pipes are exposed inside the building

8. Condensate Drain Configuration

Set up drainage for condensation:

Drain Location Options:

• Outside: Drain directly outside (most common)
• Garden / Lawn: Drain to garden area
• Downpipe / Floor Waste: Drain to existing drainage
• Reuse: Use existing drain connection

Condensate Pump:

• Required: Toggle on if gravity drainage not possible
• When Needed: Indoor unit above drain point or long drain runs
• Customer Equipment: Verify if customer equipment requires specific pump specifications

9. Labor Configuration

Set installation time and crew requirements:

Time Allowance Options:

• 3 hours: Basic installation
• 4 hours: Standard installation
• 5 hours: Standard with complications
• 6 hours: Complex installation
• 7 hours: Full day with difficulties
• 8 hours: Maximum day rate

Number of Installers:

• Single man: One installer (most common)
• Extra men entire job: Additional installer for full job
• Extra men access/beginning 1 hour: Extra help for initial access/setup
• Extra men outdoor installation/end: Extra help for outdoor unit installation

Special Requirements:

• Long Ladder: Required for high installations
• Lifter Type:
  • Max 3.2m: Standard lifter
  • Above 3.2m: Heavy-duty lifter for high installations

Install Only Labor Considerations:

• Customer Equipment Handling: Extra care required with customer-supplied equipment
• Documentation Requirements: May need additional time for warranty registration
• Testing and Commissioning: Thorough testing to ensure customer equipment operates correctly

10. Removal Options

Configure removal of existing equipment:

Removal Types:

• No: No removal required (new installation)
• Indoor and Outdoor: Complete system removal
• Indoor Only: Remove indoor unit only
• Outdoor Only: Remove outdoor unit only

Install Only Removal Considerations:

• Customer Equipment Protection: Ensure existing equipment removal doesn't damage customer's new equipment
• Disposal vs Storage: Check if customer wants old equipment disposed of or stored
• Connection Points: Prepare connection points for customer equipment

11. Additional Options

Other Configuration Options:

Refund Call Out Fee:

• Purpose: Refund initial site visit fee upon job acceptance
• Toggle: On/Off option

Quote Notes:

• Line 1: First line of custom notes
• Line 2: Second line of custom notes
• Purpose: Add specific job requirements, customer equipment specifications, or special considerations

Pricing Adjustments:

• Adjustment: Dollar amount to add or subtract from total
• Use Cases: Site-specific challenges, customer equipment complications, or discounts

Photo Documentation:

• Indoor Photos: Photos of indoor installation area and customer equipment
• Outdoor Photos: Photos of outdoor installation area and customer equipment
• Other Photos: Additional site documentation including customer equipment specifications

12. Install Only Specific Considerations

Equipment Verification:

• Specifications Check: Verify customer equipment specifications before installation
• Compatibility: Ensure all components are compatible
• Warranty Requirements: Follow manufacturer installation requirements to maintain warranty

Documentation Requirements:

• Model Numbers: Record exact model numbers for warranty purposes
• Installation Photos: Document customer equipment before and after installation
• Warranty Registration: May need to assist with manufacturer warranty registration

Pricing Considerations:

• Labor Only: Pricing typically covers installation labor and materials only
• No Equipment Markup: Customer has already purchased equipment
• Installation Complexity: Price based on installation difficulty rather than equipment value

Risk Management:

• Customer Equipment Condition: Document any pre-existing damage to customer equipment
• Installation Standards: Maintain professional installation standards regardless of equipment source
• Warranty Limitations: Clear communication about what is and isn't covered under installation warranty

This guide ensures you can configure install only quotes accurately using all available options in the Cooledge iOS app. Each setting directly corresponds to the options you'll see when creating quotes for customer-supplied equipment installations.