One secure workspace for field teams, inventory, estimates, reminders, time, files, and company operations.
Field ReadyBuilt for phone-first truck and warehouse workflows.
OperationsProfiles, permissions, schedules, alerts, and team records.
PricingEstimate tools, markup support, quote exports, and saved forms.
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Use the email and password assigned to your profile.
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ChillGuard Control Systems Inc.
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CG
Customers > All Customers
All Customers
0 records
Customer name
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Address
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Add an address to show the location map
Address
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Activity feed
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CG
Customers > Jobs > New Job
Job for New Customer
Job #DraftOpen in pipeline
+Add Appointment
No appointments
→OMW
No tech assigned
▶Start
Not started
■Finish
Not finished
›Invoice
Ready after finish
□Pay
Not paid
Job details
Job Segments 1
Summary of work
+
Appointments 0
Field tech status
Line items
Services
Service Line Items
Equipment
Equipment Sections
Materials
Material Sections
Private notes
Job inputs
Use the Services, Equipment, and Materials sections above to build the job input list.
Job costing breakdown
Activity feed
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Pipeline > Board
Pipeline
PipelineEstimates and Jobs
0cards in active pipeline
Bulletin Board
Employee Guidelines
Table of Contents
Handbook Pages
My Jobs
Schedule
Notes
Reminders
Reminders
Completed reminders are kept for 30 days, then removed automatically.
Admin Pay Period
Timesheet
Draft
Showing tracked time from Clock In / Clock Out. Use Edit Timesheet only for corrections.
Regular Time0
Overtime0
Double Time0
Total Hours0
BC standard overtime estimate: daily overtime over 8 hours, double time over 12 hours, and weekly overtime over 40 hours. Averaging agreements, statutory holidays, and special payroll rules are not included here.
On Call
Employee Timesheets
Admin Pay Period
Submitted0
Draft0
Not Submitted0
Total Sheets0
Price book > Materials
Materials
Pricebook User
Scan or Type
Lookup, label, or adjust stock
Material
New Category
Pricebook Import
Price Update History
Create Material
Inventory Labels
Inventory Labels
Print queued material labels
Labels print with a QR code, part name, and part number in the shop label layout.
Search or open a category above, then queue individual materials, queue a whole block, or print the current block right away. In the print window, choose the matching Dymo or Brother printer and label size.
Workspace
Settings
Appearance
Choose the display mode for this device.
Company Branding
This controls the company logo, name, and slogan shown at the top of the app.
Logo preview
Profiles
Super AdminCurrent Super Admin: UnknownUse the Super Admin access checkbox on a profile, or this shortcut, to grant ultimate control.
Phone Alerts
Turn on phone notifications and the red home-screen badge for reminders and bulletins.
Company Directory
Truck Tools
Estimates
Small Repair/Service Quotes
ON: using standard sliding scale. Tap the green switch to shut it off and use custom markup.
Labour
How much time do you need to complete all the repairs?
What parts do you need?
Use warehouse search when it helps, or type custom parts.
Do you need any of the following?
These print as job reminders, not inventory changes.
Extra Charges
Shipping/freight is added after markup.
Admin Dropdown Settings
One per line: Name|Hourly Rate
Optional starting repair titles. Leave blank to start with one empty repair line.
One checkbox item per line.
Repair Quote Totals
Total Base Cost(Before Tax)$0.00
Actual Cost Price(Unit Cost)$0.00
Markup %0%
Labour$0.00
Shipping / Freight$0.00
Sell Price(Unit Price)$0.00
StatusDRAFT
Housecall Pro Description
Saved Small Repair Quotes
FORM EDIT LOG
Estimate TypeChoose Estimate Type
Choose the estimate type first. The pricing blocks will appear after you choose one.
EstimateEstimates
Start a new estimate, load an existing estimate, or go back.
Draft
Markup MethodChoose Markup Method
Choose how this estimate should calculate customer pricing.
Load Estimate
Saved estimates are grouped by creator.
Assigned toChillGuard
Expires onNot set
Markup MethodEstimate
Created onNew form
Uses the sliding-scale markup from the Markup Calculator across the full material and equipment total.
Defaults to 50%. Each supplier section can use its own percentage markup.
✓CreatedNot set
•DraftIn progress
✓FinishEstimate ready for export
⇩ExportedNot exported
Estimate Type
Not clocked in
Summary of Job
EstimateDraft
Estimate Details
Estimate Workflow
Choose the estimate type first, then price each block so nothing gets missed.
Choose a customer from Customers.
Total Estimated Man Hours
Hours0
Days0
Scheduling
Scheduling: Add labour line items to build the schedule summary.
Labour
Labour Line Items
Service Line Item
EQUIPMENT
Supplier Material Pricing
Totals
Total Base Cost$0.00
Unit Cost Total$0.00
Markup %Per Section
Shipping / Freight$0.00
Import Fees / Misc Charges$0.00
Labour$0.00
Unit Price Total(Customer Price)$0.00
StatusDRAFT
Housecall Pro Description
Saved Estimates
ESTIMATE EDIT LOG
Send and present estimate
Are you sure you have recorded all materials, labour and equipment for this estimate?
Every selected estimate block is checked below before the estimate is completed.
Supplier Pricing
Check Supplier Cost
Use this on the Mac that is already logged into the supplier websites. The browser may ask for permission the first time ChillGuard controls it.
How It Works
ChillGuard opens the selected supplier site in your logged-in browser, searches the part number, reads the page text, and looks for likely account cost prices. It will not change inventory until you press Apply.
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