Prepare equipment and service details for field service records.
Start with HVAC service record. Configure company defaults under Trade settings and keep actual job observations and sign-offs separate.
These modules are recommended for this occupation. The selected subscription package lists which modules are included; roles and project assignments still control each person’s access.
Choose an industry on pricing to review the published package price and included modules. Reduced-module packages use their own lower monthly and annual rates when published by the SaaS operator. Existing accepted packages keep their saved inclusions.
Start with a company workspace. Add the people and projects that make it yours.