What You'll Learn

• What Quick Profiles are and what problem they solve
• How to create equipment templates as a company administrator
• How to manage, rename, and deactivate profiles as equipment lines change
• How technicians select and use Quick Profiles in the field
• How Quick Profiles work with the AI Profiler to reduce profiling to a single photo
• How the Profile Confirmation Checkbox ensures accuracy

What You'll Need

• Subscription: Premier Services
• App version: measureQuick v3.6 or later
• Role: Manager or Owner role for creating and managing Quick Profiles; Technician role is sufficient for using them in the field
• Time: 10 minutes to set up profiles; seconds to use them on a job

Step-by-Step Guide

Step 1: What Quick Profiles Are

Quick Profiles are company-level equipment templates that store the specifications for systems your team installs or services frequently. Each template saves the make, model, tonnage, refrigerant type, nominal airflow, and metering device for a specific equipment configuration.

When a technician arrives at a job site and needs to profile the system, they select a Quick Profile instead of entering every field manually or waiting for the AI Profiler to identify the equipment from photos. The template fills in all the specifications. The technician only needs to capture the serial number, which the AI Profiler reads from a photo of the data plate.

This is most valuable for companies that install a limited number of equipment models. If your company installs the same three Carrier or Lennox models across most jobs, Quick Profiles eliminate repetitive data entry for those models. Jim Bergmann describes the intent: "Quick profiles are done at the company level. It allows us to put in a quick profile for a system, so now the technician does not have to enter that data."

Quick Profiles page in measureQuick Cloud showing the profile list with a Create First Profile button

Step 2: Creating a Quick Profile (Admin)

Quick Profile creation is done by a Manager or Owner at the company level. The profiles deploy to all technicians in the company.

1. Open measureQuick.
2. Navigate to Company Settings (in mQ+, tap your profile picture, then About > Company Settings; in mQ Classic, go to Settings > Company).
3. Select Quick Profiles.
4. Tap Add New Profile (or the + button).
5. Enter the following fields:

6. Tap Save.
7. The profile is now active and available to all technicians in your company.

Tips:

• Use profile names that are specific enough to avoid confusion. Include the tonnage and metering device in the name. "Carrier 3T Piston" is faster to scan than "Carrier Split System."
• Create separate profiles for the same model with different metering devices. A 3-ton Carrier with a piston and the same model with a TXV are two different profiles because the metering device changes subcooling targets and diagnostic behavior.
• Include the refrigerant type even if it seems obvious. During the transition from R-410A to R-454B, some model numbers are available with either refrigerant. Making the refrigerant explicit in the profile prevents errors.

Step 3: Managing Quick Profiles

As equipment lines change, your Quick Profiles need to stay current. The management screen lets you edit, rename, and deactivate profiles.

Editing a profile: Open the Quick Profile from the list and update any field. Save to push the changes to all technicians. Use this when a manufacturer updates a model number or changes the default metering device.

Renaming a profile: Tap the profile name field and type a new name. Useful when your naming convention evolves or when you need to distinguish between similar models.

Deactivating a profile: Toggle the Active/Inactive status. Deactivated profiles remain in the system but do not appear in the technician's selection list. Use deactivation instead of deletion when you stop installing a model but still service existing installations; you can reactivate it later if needed.

Deleting a profile: If a profile is no longer needed at all, delete it from the management screen. Deleted profiles cannot be recovered.

Quick Profile management dialog with Deactivate, Update, Rename, and Delete options

Tip: Review your Quick Profiles at the start of each cooling and heating season. Deactivate models you no longer install. Add new models your distributor has started shipping. This keeps the technician's selection list clean and current.

Step 4: Using Quick Profiles in the Field (Technician)

When a technician starts a new project and reaches the profiling step, Quick Profiles appear as an option alongside Fresh Profile and AI Profiler.

1. Start a new project (or standalone diagnostic session in mQ+).
2. At the profiling step, select Quick Profile (instead of Fresh Profile).
3. A list of active Quick Profiles appears, showing profile names.
4. Tap the profile that matches the equipment at the job site.
5. All equipment fields auto-populate: make, model, tonnage, refrigerant, nominal airflow, and metering device.
6. Review the pre-populated fields to confirm they match the actual equipment.

AI System Profiler with Profile Fresh and Use Quick Profile options

That is the entire profiling step for the equipment specifications. No scrolling through manufacturer lists, no entering tonnage, no selecting refrigerant type. The template handles all of it.

Step 5: Combining Quick Profiles with AI Profiler

Quick Profiles handle the equipment specifications. The AI Profiler handles the serial number. Together, they reduce full equipment profiling to selecting a template and taking one photo.

After selecting a Quick Profile and confirming the specifications:

1. The app prompts you to capture the serial number.
2. Point your phone camera at the equipment data plate.
3. Take a photo.
4. The AI Profiler reads the serial number from the image and fills it in.
5. The profile is complete.

Without Quick Profiles, the AI Profiler attempts to identify the make, model, tonnage, and refrigerant from the data plate photo. This works well in many cases, but data plates can be faded, damaged, or partially obscured. Quick Profiles bypass that uncertainty for known equipment by providing the specs directly from the template. The AI Profiler only needs to read the serial number, which is a simpler task.

AI Profiler camera view focused on an equipment data plate, with the serial number highlighted by the AI recognition overlay

Tip: For installs, take the photo before the data plate gets covered by refrigerant lines, insulation, or other components. On service calls, the data plate may be harder to access. If the AI Profiler cannot read the serial number from the photo, you can enter it manually.

Step 6: Profile Confirmation Checkbox

New in version 3.6, measureQuick adds a confirmation step after profiling. Before you can proceed to measurements, a Verify Profile checkbox appears.

This checkbox requires you to explicitly confirm that the equipment profile is correct: the right make, model, tonnage, refrigerant, metering device, and serial number. You must check the box to continue.

The purpose is straightforward. An incorrect profile produces incorrect diagnostic targets. If the profile says 3-ton but the equipment is 4-ton, subcooling and superheat targets will be wrong, airflow calculations will be off, and the Vitals Score will be unreliable. The confirmation checkbox is a deliberate pause that asks: "Did you verify this is right?"

This matters with Quick Profiles because the convenience of pre-populated fields can lead technicians to skip verification. The checkbox counteracts that tendency.

[Visual Reference] The profile summary screen displays all pre-populated equipment details with a Verify Profile checkbox at the bottom. The checkbox must be checked to confirm the equipment data is correct before proceeding.

What to verify before checking the box:

• Tonnage matches the data plate (not the Quick Profile assumption)
• Refrigerant type matches the data plate or service sticker
• Metering device matches what is actually installed (piston or TXV)
• Serial number was captured correctly by the AI Profiler
• Subcooling target from the data plate (if visible) aligns with what measureQuick expects for this equipment

Best Use Cases

Quick Profiles deliver the most value in specific business scenarios.

Standardized installs. Companies that install the same 3-5 equipment models across most jobs save the most time. Every install starts with a Quick Profile selection instead of manual entry. Over hundreds of installs per year, the time savings compound.

Fleet maintenance programs. Companies that maintain equipment for property management firms, hotels, or commercial chains often service the same models repeatedly. Create a Quick Profile for each equipment model in the fleet and technicians can profile any unit in seconds.

Utility program audits. Utility rebate and efficiency programs often target specific equipment models. Quick Profiles ensure every audit uses the correct specifications for the qualified equipment, reducing data entry errors that could delay rebate processing.

Training new technicians. New technicians are most likely to make profiling errors: selecting the wrong refrigerant, entering the wrong tonnage, or confusing the metering device type. Quick Profiles remove those decision points for common equipment. The new technician selects from a curated list of known-correct configurations rather than entering each field from scratch.

Tips & Common Issues

The Quick Profile list is empty

Quick Profiles must be created by a Manager or Owner. If you are a technician and see no profiles, your company administrator has not set them up yet. Ask your manager to create profiles for the equipment models your team installs or services most frequently.

The equipment at the job site does not match any Quick Profile

Use a Fresh Profile or the AI Profiler instead. Quick Profiles are designed for equipment your company encounters regularly. One-off or unusual systems should be profiled the standard way. You can suggest new Quick Profiles to your manager after encountering a model repeatedly.

A Quick Profile has the wrong metering device

This is a common source of diagnostic error. Some equipment models ship with either a piston or a TXV depending on the configuration, or the metering device may have been changed in the field. Always verify the metering device matches what is physically installed before checking the Verify Profile box. If the Quick Profile says "Piston" but a TXV is installed, override the metering device field manually after selecting the Quick Profile.

Equipment lines changed and the model number is different

Deactivate the old Quick Profile and create a new one with the updated model number. Do not edit the existing profile if old installations of the previous model are still in the field; you may need both profiles active simultaneously during the transition period.

Always verify the subcooling target from the data plate

Quick Profiles set the nominal specifications, but the subcooling target printed on the equipment data plate is the authoritative value for that specific unit. If the data plate lists a subcooling target of 12 degrees and the Quick Profile assumes 10 degrees, use the data plate value. measureQuick's diagnostic accuracy depends on the correct target.

Can technicians create Quick Profiles?

No. Quick Profile creation and management requires a Manager or Owner role. This is intentional. Profiles deploy to the entire company, so administrative control prevents individual technicians from creating incorrect or duplicate templates.

Related Articles

Prerequisites (complete these first):

• AI System Profiler - The camera-based equipment identification that works alongside Quick Profiles
• Manual Equipment Profile - The manual profiling process that Quick Profiles replace for common equipment
• Company Account Setup - Setting up your company account (required before creating Quick Profiles)

Follow-up articles (next steps after this one):

• Profile Verification - Why verifying the equipment profile matters for diagnostic accuracy
• Metering Device Selection - Understanding piston vs TXV and why the correct selection matters

Related in other domains:

• Company-Wide Settings - Other company-level configurations that managers control
• A/C Service Workflow - The workflow where Quick Profiles are most commonly used
• Vitals Score Interpretation - How an accurate profile feeds into the Vitals Score

Need Help?

If you get stuck or this article does not answer your question:

• Check the Related Articles section above
• Contact measureQuick support: support@measurequick.com
• Schedule a training session with the measureQuick training team