Projects in measureQuick are the cornerstone of your HVAC diagnostics and reporting. This guide will help you understand their purpose, how to unlock them, and how to manage them effectively.

What is a Project in measureQuick?

Need to change the install date for a system, for example a unit that was manufactured in 2022 but installed in 2025? The Year Installed value is an editable field on the equipment profile screen. Open the project, go to the equipment profile, and set Year Installed to the year the system was put into service. measureQuick uses the Year Installed value, not the manufacture year, when it scores the system, so setting it to the install year keeps your results accurate.

A project in measureQuick represents a specific job or service call. It includes:

• Site information
• Equipment details
• Diagnostic data
• Reports and photos
• Service history

Projects allow you to organize your work, track system performance over time, and generate comprehensive reports for customers.

The Purpose of Projects

1. Organize work: Keep all job-related information in one place.
2. Track history: View past service records for equipment.
3. Generate reports: Create professional reports for customers.
4. Benchmark performance: Compare current readings to past data.
5. Collaborate: Share data with team members or supervisors.

How to Start a New Project

1. Open the measureQuick app.
2. Tap "Start Project" on the home screen.
3. Choose the appropriate workflow (e.g., AC Service, Furnace Installation).
4. Select an existing site or create a new one.
5. Choose existing equipment or add new equipment.

Not sure which workflow to pick? See Workflow Comparison and Usage Guide for a breakdown of Classic vs Guided workflows.

Accessing Premier Services Features

Premier Services Features are only available to users who are monthly Premier Services User subscribers. You can sign up for a Premier Services account at cloud.measurequick.com

Managing Projects

During a Job:

1. Enter all required information (site details, equipment info, etc.).
2. Take necessary measurements using connected tools.
3. Review diagnostics and perform required services.
4. Add notes, photos, and any corrective actions taken.
5. Generate reports as needed.

After Completing a Job:

1. Review all entered data for accuracy.
2. Complete any unfinished sections (e.g., customer signature).
3. Tap "Exit and Sync to Cloud" to save all project data.

Accessing Past Projects:

1. From the home screen, tap on "Recent Projects" or "Equipment Map".
2. Select the site or equipment you want to review.
3. Choose the specific project date you want to access.

Need to resume a closed project? See Re-activating a Project.

Best Practices for Project Management

1. Always create a new project for each service call or installation.
2. Unlock projects for recurring customers to build comprehensive service history.
3. Use consistent naming conventions for sites and equipment.
4. Take photos of equipment nameplates for easy reference.
5. Add detailed notes to help with future service calls.
6. Regularly sync projects to the cloud to ensure data backup.

Troubleshooting Project Issues

• If a project won't sync, ensure you have a stable internet connection.
• For missing data, check that all smart tools were properly connected during the job.

Need Help with Projects?

If you're having trouble managing projects or have questions:

• Use the in-app help features for context-specific guidance.
• Contact our support team through the app or at support@measurequick.com.
• Check our YouTube channel for detailed tutorials on project management.

New to measureQuick? Start with Quick Start: Your First Test in 10 Minutes.