Repair Parts Field Reference

This guide covers all the fields and options available when configuring repair parts quotes in the Cooledge mobile app. Repair parts quotes are for replacing components or parts in existing air conditioning systems.

Overview

Repair parts quotes focus on component replacement work rather than full system installations. This quote type allows detailed specification of parts, suppliers, labor requirements, and scope of work for repair jobs.

1. Unit Information

Document the system requiring repair:

Unit Type Options:

• Not Set: No unit type selected
• Split System: Individual indoor/outdoor units
• Ducted System: Central air with ductwork
• Multi System: Multiple indoor units, one outdoor unit
• Cassette System: Ceiling cassette units
• VRF System: Variable refrigerant flow systems
• Package Unit: Self-contained package units
• Evaporative System: Evaporative cooling systems
• Other: Other system types not listed

Unit Details:

• Brand: Manufacturer brand (free text field)
• Model No: Specific model number for parts identification

2. Parts and Materials Configuration

Configure the parts and materials required for the repair:

Materials/Parts Selection:

• Standard Materials: Select from predefined materials database
• Category Organization: Parts organized by category (filters, coils, controls, etc.)
• Quantity: Specify quantity for each material
• Stock Status: Track whether parts are in stock

Specific Parts Configuration:

• Part Name: Custom part description
• Part Number: Manufacturer part number
• Supplier: Parts supplier selection
• Quantity: Number of parts required
• Price: Individual part price

Supplier Configuration:

• Set Your Supplier: Enter custom supplier name for each part
• Flexible Assignment: Assign different suppliers to different parts as needed
• Custom Entry: Free text field for supplier identification

3. Scope of Works

Define the work to be performed:

Work Items Configuration:

• Individual Work Items: List specific tasks to be performed
• Pipe-Separated Format: Work items can be separated with pipe (|) characters
• Test Operation: Automatic inclusion of "Test systems operation after works are completed"
• Custom Descriptions: Free text descriptions for each work item

Scope of Works Text:

• Multi-Line Support: Enter detailed work descriptions
• Automatic Parsing: System converts text into individual work items
• Default Testing: Always includes system testing after completion

4. Labor Configuration

Set labor requirements for the repair work:

Time Allowance Options:

• 0.5 to 8 hours: Available in 30-minute increments (0.5, 1, 1.5, 2, 2.5, 3, 3.5, 4, 4.5, 5, 5.5, 6, 6.5, 7, 7.5, 8)

Number of Technicians:

• Single Men: One technician (most repair work)
• Two Men: Two technicians (complex or heavy work)

Labor Options:

• Non-Technical Repair: Toggle for non-technical repair work
• Show Estimated Labour: Display estimated labor hours in quote

5. Special Requirements

Configure special equipment and access requirements:

Lifter Requirements:

• Not Set: No lifter required
• Lifter Max 3.2m: Standard lifter for moderate height access
• Lifter Above 3.2m: Heavy-duty lifter for high access work

Additional Equipment:

• Long Ladder: Required for high or difficult access repairs

6. Quote Configuration

Configure quote presentation and pricing:

Quote Options:

• Include in Quotation: Toggle to include/exclude this option from detailed quotes
• Adjustment: Dollar amount to add or subtract from total
• Total Price: Calculated total for parts and labor

Quote Notes:

• Line 1: First line of custom notes
• Line 2: Second line of custom notes
• Purpose: Add specific repair requirements, warranties, or special conditions

7. Photo Documentation

Document the repair work with photos:

Photo Categories:

• Indoor Photos: Photos of indoor components requiring repair
• Outdoor Photos: Photos of outdoor components requiring repair
• Other Photos: Additional documentation (parts, access issues, existing conditions)

Documentation Purpose:

• Before/After: Document condition before and after repair
• Parts Verification: Photo documentation of parts and components
• Access Documentation: Document difficult access or special requirements

8. Parts Management Features

Materials Database Integration:

• Predefined Parts: Access to common repair parts database
• Category Filtering: Filter parts by category (electrical, mechanical, filters, etc.)
• Stock Tracking: Track parts availability status
• Quantity Management: Specify exact quantities required

Custom Parts Entry:

• Part Specifications: Enter custom part names and numbers
• Supplier Assignment: Assign specific suppliers to each part
• Pricing: Individual part pricing with quantity calculations
• Multiple Suppliers: Use different suppliers for different parts

Supplier Management:

• Custom Suppliers: Set your own supplier names for each part
• Flexible Assignment: Use different suppliers for different parts
• No Preset List: Full flexibility to work with any supplier

9. Work Scope Management

Work Item Organization:

• Sequential Tasks: List work items in logical order
• Individual Descriptions: Detailed description for each work task
• Automatic Testing: System automatically includes operation testing
• Flexible Format: Support for different work description formats

Work Documentation:

• Detailed Descriptions: Comprehensive work descriptions for customer clarity
• Technical Specifications: Include technical details where relevant
• Completion Criteria: Clear criteria for work completion
• Testing Requirements: Mandatory system testing after repairs

10. Repair-Specific Considerations

Parts Identification:

• Model Compatibility: Ensure parts match specific unit models
• Part Numbers: Use exact manufacturer part numbers
• Compatibility Verification: Verify part compatibility before ordering

Labor Estimation:

• Granular Time Control: 30-minute increments for accurate labor estimation
• Multi-Technician Work: Option for two-technician repairs
• Access Considerations: Factor in difficult access time
• Testing Time: Include system testing and commissioning time

Supplier Management:

• Multiple Suppliers: Use different suppliers for optimal pricing/availability
• Custom Entry: Enter your preferred supplier names
• Flexible Configuration: No restrictions on supplier selection
• Part-Specific Assignment: Assign different suppliers to individual parts

Work Scope Flexibility:

• Custom Work Items: Unlimited custom work descriptions
• Modular Approach: Break complex repairs into individual tasks
• Testing Integration: Automatic inclusion of system testing
• Documentation Requirements: Comprehensive work documentation

This guide ensures you can configure repair parts 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 component replacement and repair work.