Getting Started with Clima Call

What is Clima Call? #

Clima Call is a web-based platform that helps you manage every aspect of your HVAC service business:

• Schedule and dispatch service calls
• Manage customers and their properties
• Track equipment and service history
• Create invoices and process payments
• Monitor your business performance with real-time analytics

Creating Your Account #

Step 1: Sign Up #

1. Navigate to the Clima Call website
2. Click Sign Up or Get Started
3. Enter your business information (Company name, Your name, Email address, Password)
4. Accept the End User License Agreement (EULA)
5. Click Create Account

Step 2: Verify Your Email #

1. Check your email inbox for a verification message from Clima Call
2. Click the verification link in the email
3. Your account is now verified and ready to use

Step 3: Set Up Your Workspace #

After verification, you’ll be guided through initial setup:

1. Company Profile: Enter your business details, address, and contact information
2. Service Area: Define the geographic areas you serve
3. Team Setup: Invite technicians and staff members

Logging In #

1. Go to the Clima Call login page
2. Enter your registered email address
3. Enter your password
4. Click Sign In

Two-Factor Authentication (2FA) #

For enhanced security, you may be prompted to enter a verification code:

1. A code will be sent to your registered phone number via SMS
2. Enter the 6-digit code
3. Optionally, check Trust this device to skip 2FA on future logins

Forgot Password? #

1. Click Forgot Password on the login page
2. Enter your email address
3. Check your email for a password reset link
4. Click the link and create a new password

Understanding the Interface #

Main Navigation #

The left sidebar contains your main navigation menu:

• Dashboard: View business metrics and KPIs at a glance
• Calendar: Schedule and view service appointments
• Customers: Manage your customer database
• Jobs: View and manage all work orders
• Invoices: Create and manage invoices
• Payments: Track payments and reconciliations
• Settings: Configure system settings

Your First Steps #

1. Add Your First Customer #

1. Navigate to Customers in the sidebar
2. Click Add Customer
3. Fill in customer details
4. Add at least one property/service address
5. Click Save

2. Create Your First Work Order #

1. Go to Calendar or Jobs
2. Click New Work Order
3. Select the customer and property
4. Enter job details
5. Assign a technician
6. Click Create

3. Complete the Job and Invoice #

1. When the job is done, update the status to Completed
2. Add any notes or parts used
3. Generate an invoice from the work order
4. Send the invoice to your customer