Guide to the measureQuick Reports

Guide to the measureQuick Reports

Info
measureQuick offers various report types to cater to different needs and audiences. This guide will help you understand each report type, its purpose, and when to use it. The Vitals Score and Pro reports are Premier Services features; the Classic report is available on the free tier.

1. HVAC Vitals™ Score Report

HVAC Vitals Score Report sample

Purpose: Provide a simple, easy-to-understand overview of system health for homeowners.

Key Features:

  • System health score (0-100%)
  • Color-coded performance indicators
  • Summary of major system issues
  • Basic system information
  • Record of work performed

A complete Vitals Score requires all 9 probes connected during the test - see What Probes do I Need for measureQuick?

When to Use:

  • For customer communication
  • To justify repairs or upgrades
  • As part of routine maintenance visits

Best Practices:

  • Explain the score to customers in simple terms
  • Use the report to demonstrate the value of your service
  • Highlight any improvements made during the service call

2. Pro Report

Pro Report sample

Purpose: Offer a comprehensive analysis of system performance for contractors and technicians.

Key Features:

  • Detailed measurement data
  • Before and after comparisons (Test-In vs Test-Out)
  • Performance calculations
  • Diagnostic results and recommendations
  • Photo documentation

When to Use:

  • For in-depth system analysis
  • To document complex jobs
  • For training purposes
  • As part of quality control processes

Best Practices:

  • Review the report thoroughly before presenting to customers or management
  • Use the test-in/test-out comparisons to demonstrate the effectiveness of your work
  • Leverage the detailed data for troubleshooting complex issues

3. Classic Report

Classic Report sample

Purpose: Provide basic system information and readings in a simple format.

Key Features:

  • Essential system readings
  • Basic diagnostic information
  • Simplified layout

When to Use:

  • For quick checks or simple jobs
  • When detailed analysis isn't required
  • For customers who prefer less technical information

Best Practices:

  • Use this report for routine maintenance visits
  • Supplement with verbal explanations as needed
  • Consider upgrading to the Pro Report for more complex issues

4. NCI Report

Purpose: Deliver customized reports for the NCI Air Upgrade™ integration.

Key Features:

  • Specific to NCI Air Upgrade™ quick tests
  • Focused on static pressure and airflow diagnostics
  • Aligned with NCI standards and practices

Available Quick Tests:

  1. AirMaxx™ with TrueFlow®
  2. AirMaxx™ with Fan Tables
  3. Static Pressure Screening

When to Use:

  • When performing NCI Air Upgrade™ diagnostics
  • For contractors participating in NCI programs
  • To demonstrate compliance with NCI standards

Best Practices:

  • Familiarize yourself with NCI standards and practices
  • Use in conjunction with NCI training materials
  • Leverage these reports to upsell Air Upgrade™ services

Generating and Sharing Reports

To generate a report:

  1. Complete your diagnostic process in measureQuick
  2. Navigate to the reporting section
  3. Select the desired report type
  4. Review the report for accuracy
  5. Share or save as needed

Sharing options:

  • Email directly to customers
  • Save to your device for later use
  • Upload to your company's CRM system (if integrated) - see the ServiceTitan and Housecall Pro integration guides.

Tips for Effective Report Usage

  1. Choose the right report for your audience
  2. Customize reports with your company branding when possible
  3. Use reports as a tool for customer education
  4. Keep a copy of reports for your records
  5. Use report data to track system performance over time

Need Help with Reports?

If you're having trouble generating or interpreting reports:

  • Check the in-app help section for specific guidance
  • Contact measureQuick support for assistance
  • Refer to our online training materials for detailed walkthroughs
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