Good morning, we are in the process of converting to Service Titan from Desco.
I was curious we have an auto summary that we used on our old system, that would be put on the customers invoice automatically if they had a maintenance visit done so the technician didnt have to type it. Is there a way to do it in service titan other then a form or no?
- Check voltage and amperage on all motors and capacitors
- Check and adjust blower components as necessary
- Check temperature drop across evaporator coil
- Check operating pressures and temperatures
- Lubricate all accessible moving parts
- Check for proper refrigerant charge
- Tighten all electrical connections
- Clean condensate drain line
- Check thermostat settings
- Clean condenser coil
Thank you for your help