Before You Start Using ClimaCall

Before using ClimaCall, set up a few important items first.

These steps help your workspace, work orders, customers, properties, equipment, and payments work correctly.

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Add Your Logo #

Your logo appears in your workspace. It will also appear on customer notifications, invoices, and other documents.

Steps #

1. Click the Top-right icon.
2. Select Workspace Settings.
3. Click the Gear icon.
4. Under Company Logo, Drag and drop your logo image or hit Click to Upload to select the file from your computer or device.

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Update Work Order Settings #

These settings control how Work Orders behave across your workspace. Use them to match the way your company does business.

Steps #

1. Click the Top-right icon.
2. Select Workspace Settings.
3. Click the Gear icon.
4. Scroll to Global Work Order Settings and review each setting.

Settings to review #

• Turn on Required Signatures if all work orders need a signature.
• Set your Minimum Billable Hours, if needed. If not needed, leave it blank
• Turn on Round Billable Hours if your company rounds billable time to the next hour.

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Add a Customer #

ClimaCall uses a simple structure: Customers have properties. Work orders, estimates, contracts, invoices, and payments are connected to a property.

Steps #

1. Go to Customers.
2. Click Add New Customer.
3. Select the customer type (Commercial or Residential).
4. Fill out the required fields and any other details.
5. To create a property for a Commercial customer, turn on Service Property toggle*
6. Click Save to create the customer.

*For residential customers, ClimaCall creates a property automatically.

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Add Properties to Customers #

Properties are the service locations for your customers. A customer can have one or more properties.

Steps #

1. Go to Customers.
2. Open the customer.
3. Click the Properties tab.
4. Click New Properties.
5. Fill out the required fields and any other details.
6. Review and Update the Tax Information.
7. Click Save to create the property.

 

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Update Equipment Types #

Equipment types help ClimaCall organize equipment added to properties. Examples may include:

• Air Conditioner
• Furnace
• Heat Pump
• Air Handler
• Mini Split

Steps #

1. Go to Settings.
2. Select Catalog.
3. Select Equipment Types.
4. Click Create.
5. Fill out the required fields and any other details.
6. Click Save.

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Setup Credit Card and ACH Payments (Stripe) #

Connect Stripe so your company can accept all credit cards, ACH payments and digital wallets. This allows you to take payments from the office or while on-site.

Steps #

1. Go to Settings.
2. Select Stripe Connect.
3. Click Setup Stripe Connect.
4. Follow the prompts from Stripe.

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You Are Ready! #

After completing these steps, your ClimaCall workspace is ready for basic use.

You can now start creating: #

• Customers
• Properties
• Work Orders
• Estimates
• Invoices
• Payments