xCaliber

Developed for Reliable Home Environment to empower their staff in managing sales, service, and operational workflows efficiently. Designed for a company specializing in HVAC equipment sales and maintenance, the platform centralizes all critical processes into a single, intuitive interface.

Key functionalities include:

• Inventory Management: Track all HVAC equipment with serial numbers, prices, and warranty details.
  
• Customer Management: Maintain comprehensive customer profiles, including orders, payments, and warranty records.
  
• Quotes & Calculations: Generate accurate quotes based on property-specific calculations, such as space, ceiling height, windows height, facing direction, and total square footage.
  
• Sales & Invoicing: Sales staff can generate quotes, accept payments, and automatically create invoices.
  
• Work Order Management: Convert approved quotes into work orders for technicians to schedule and perform installations.
  
• Manager Approval: Handle special discount requests from sales staff with managerial approval workflows.
  
• Recommended Equipment: Suggest optimal HVAC equipment based on calculated requirements while offering alternative options.
  
• Technician & User Management: Efficiently manage staff roles, permissions, and technician schedules.
  
• Calendar & Appointments: Schedule sales visits, installations, and maintenance appointments in an integrated calendar system.
  

The xCaliber app unifies complex HVAC operations, saving time, reducing errors, and ensuring high-quality service delivery for both staff and customers.