What You'll Learn

• What a Guided Workflow is and how it structures HVAC testing
• Which workflow types are available and when to use each one
• How to start a workflow from the Projects screen
• How to navigate between steps using Next, Back, and swipe gestures
• How to use collapsible sections and interactive areas within a workflow
• How Indoor and Outdoor workflow phases work
• How to use Demo Mode to practice workflow navigation without live equipment

What You'll Need

• Device: iPhone (iOS 15+) or Android phone/tablet (Android 10+) with measureQuick installed
• App version: v3.5 or later
• Account: A measureQuick account (see Installing the measureQuick App)
• Smart tools: Not required for learning navigation (Demo Mode available)
• Time: 10-15 minutes to read; 15-20 minutes to walk through in Demo Mode

mQ 3.6 Note: This article describes mQ Classic workflow navigation. mQ+ uses a streamlined workflow with progress percentage tracking and a Navigation Drawer for quick access to tools, camera, AI Assist, and more from any workflow screen. See Choosing Your Interface for details on switching between interfaces.

Step-by-Step Guide

Step 1: Understand What a Guided Workflow Is

A Guided Workflow is a structured, step-by-step process that walks you through an HVAC diagnostic test. Each workflow type matches a specific job scenario - installation, service, or commissioning.

Guided Workflows exist to solve a real problem: inconsistent data capture across technicians and job sites. When every technician follows the same sequence of steps, the data is complete and comparable. Managers can review results knowing the same process was followed on every job.

Each workflow contains:

• A defined sequence of measurement steps
• Safety checks and confirmation prompts
• Checklists for indoor and outdoor phases
• Data capture points where readings lock in

The workflow does not replace your HVAC knowledge. It organizes the testing process so nothing gets skipped.

Step 2: Learn the Available Workflow Types

measureQuick provides nine Guided Workflow types. Each one maps to a specific job scenario.

If you are unsure which workflow to select, start with the one that matches your job type (installation vs. service) and equipment type (A/C, heat pump, furnace, package unit).

Step 3: Start a Workflow

1. Open the measureQuick app.
2. Tap Start a Project from the home screen.
3. Select Guided Workflows from the menu.
4. Tap the workflow type that matches your job.

Start a Project menu with Guided Workflows option highlighted

The app opens the workflow and displays a Welcome screen. This screen shows:

• The workflow name and outline
• A summary of what will be measured
• Sample system parameters (refrigerant type, target airflow, efficiency range, metering device type)

Review this information before proceeding. If the system parameters do not match the equipment you are testing, go back and select a different workflow type.

Tap Next to begin.

Step 4: Navigate Within a Workflow

Once inside a workflow, you move through steps using several navigation methods.

Next and Back buttons. The primary navigation controls sit at the bottom of the screen. Tap Next to advance to the next step. Tap Back to return to the previous step. The Back button does not erase data you already captured.

Swipe gestures. Swipe left to move forward. Swipe right to move back. This works the same as the Next/Back buttons.

Collapsible sections. Many workflow screens contain collapsible sections. Tap a section header to expand or collapse it. Expanded sections show detailed instructions, measurement targets, or probe placement diagrams.

Workflow step with collapsible sections and checklist-style task completion

Interactive areas. Some screens include interactive elements - diagrams, measurement zones, or data fields that respond to taps. Tap these areas to see detail views, enter values, or view target ranges.

Checklist-style task completion. Each workflow phase presents tasks as a checklist. Completed tasks show a checkmark. Incomplete tasks remain unchecked. You can see your progress at a glance.

Step 5: Work Through Indoor and Outdoor Phases

Most workflows split into two main phases: Indoor and Outdoor.

Indoor phase. This phase covers measurements and checks performed at the air handler or furnace location. Tasks typically include:

• Verifying indoor probe placement
• Measuring supply and return air temperatures
• Measuring static pressure
• Checking airflow
• Completing the indoor checklist

Outdoor phase. This phase covers measurements at the condensing unit or heat pump outdoor section. Tasks typically include:

• Verifying outdoor probe placement
• Measuring refrigerant pressures and temperatures
• Measuring liquid and suction line values
• Capturing electrical readings
• Completing the outdoor checklist

The workflow guides you through each phase in sequence. You complete the indoor phase first, then move to the outdoor phase (or vice versa, depending on the workflow type).

Step 6: Respond to Safety Checks and Confirmation Dialogs

At certain points, the workflow presents safety confirmations. These are mandatory prompts that require your response before the workflow continues.

Example: "Has Indoor Power Been Turned OFF?"

These prompts appear before steps that involve electrical work, refrigerant circuit access, or probe placement near energized components. Read each prompt carefully. Tap the appropriate response to proceed.

Do not dismiss safety prompts without reading them. They exist to protect you and the equipment.

Safety confirmation dialog asking "Has Indoor Power Been Turned OFF?" with Yes/No buttons

Step 7: Capture Data

When a workflow step requires a measurement, you will see a Capture button.

If smart tools are connected, the app reads live values from your probes. Tap Capture to lock in the current reading. Once captured, the value is stored for that step. The workflow marks the task as complete.

If you are entering data manually (without smart tools), tap the data field, enter the value, then tap Capture or Next to confirm.

Captured data feeds directly into the diagnostic calculations. Accurate capture at each step is what makes the final test results meaningful.

Measurement step showing live probe readings with Capture button at the bottom

Step 8: Complete the Workflow and View Results

After completing both indoor and outdoor phases, the workflow generates your test results. This screen shows pass/fail indicators for each subsystem, calculated values (superheat, subcooling, airflow), and an overall system assessment.

You can save these results as a Test In or Test Out, depending on your job phase.

Test Out results screen showing pass/fail indicators and calculated diagnostic values

mQ+ Workflow Differences (New in 3.6)

If your company has Premier Services and you switch to the mQ+ interface, workflow navigation changes in several ways.

Progress Percentage Display

mQ+ shows a completion percentage (e.g., "43% complete") at the top of the workflow screen. This percentage updates as you complete steps - connecting probes, entering profile data, capturing measurements, and finishing checklists all contribute. The progress indicator helps you see at a glance how much remains before you can generate diagnostics and a report.

Navigation Drawer

A slide-up drawer at the bottom of the screen provides quick access to key tools from any point in the workflow:

• Flashlight - toggle your device flashlight on/off
• Actions - reset trends, print to mQ Printer
• Camera - capture photos, record 30-second video clips, or select multiple photos from your library
• Mic (AI Assist) - voice-activated diagnostic guidance using live measurement data
• Toolbox - view and manage connected probes

See Navigation Drawer for a full walkthrough.

Standalone Mode

mQ+ lets you run diagnostics without creating a formal project. Select a test type (cooling, heating, gas furnace), profile the system, and capture measurements. You get diagnostics and a vital score, but no formal report. If you decide the work warrants full documentation, you can convert a standalone session to a project at any time.

See Standalone Mode for details.

Finish Button

In mQ+, the Finish button replaces the Exit button from mQ Classic. Tapping Finish completes the project and triggers a sync to the cloud. The workflow confirms completion before closing.

Demo Mode: Practice Without Live Equipment

Demo Mode lets you walk through an entire Guided Workflow using simulated data. No smart tools or live equipment required.

Enabling Demo Mode

1. Tap Settings (gear icon).
2. Tap Advanced Settings.
3. Toggle Enable Demo Mode to ON.

Settings > Advanced Settings with Demo Mode toggle highlighted

Starting a Demo Workflow

With Demo Mode enabled:

1. Tap Start a Project and select a Guided Workflow type.
2. The app provides pre-loaded demo data scenarios you can apply from Settings, including A/C Normal Operation, Heat Pump: Heating, Gas Furnace, Refrigeration, and fault condition demos (A/C Overcharged TXV System, A/C Low Airflow with Undercharge). These populate simulated probe readings, system parameters, and equipment info.
3. Use "Reset Data" in Settings to clear demo data and return to a blank test state.

Start a Project menu showing workflow options

What to Expect in Demo Mode

The demo workflow behaves exactly like a live workflow. You navigate with the same Next/Back buttons, swipe gestures, collapsible sections, and checklists. The difference is that measurement values are simulated rather than read from physical probes.

Use Demo Mode to:

• Learn the workflow sequence before your first live job
• Familiarize yourself with probe placement diagrams
• Practice navigating between indoor and outdoor phases
• See what completed test results look like

Important: Turn Demo Mode OFF before running a real diagnostic test. Go to Settings > Advanced Settings and toggle Enable Demo Mode to OFF. The app displays a "Demo Mode" indicator, but confirm the toggle is off in Settings before starting live work.

Workflow probe placement diagram showing instrument positions

Video Walkthrough

• Introduction to measureQuick: (13,518 views, 1:30:48) - Comprehensive walkthrough covering workflows, smart tools, probe placement, reporting, and cloud features

• HVAC Vitals Score in just 20 minutes: (2,153 views, 1:50) - Demonstrates the workflow process leading to a Vitals Score, covering static pressure, probe placement, and workflow steps

Tips & Common Issues

How do I get back to a previous step?

Tap the Back button at the bottom of the screen, or swipe right. Your captured data is preserved when you go back. You can re-capture a measurement if you need to update a value.

What happens if I skip a step?

The workflow allows you to advance past some steps without completing them. Skipped measurements appear as blank or incomplete in the final results. The diagnostic calculations may be incomplete or inaccurate if required measurements are missing. Complete every step when possible.

The workflow feels different on my phone vs. tablet

measureQuick adapts its layout to screen size. On tablets, you may see more information per screen and larger interactive areas. The workflow sequence and content are identical regardless of device. Tablets also support Split Screen View and Guided Workflow Split Screen (both available in Settings > Display Settings). When enabled, the guided workflow checklist appears in one panel and the test screen in the other, so you can track your progress without switching views. Split View Size can be set to Half, Third, or Quarter depending on your screen size.

I selected the wrong workflow type

If you realize you picked the wrong workflow after starting, tap the back arrow or navigation control to return to the workflow selection screen. Start a new workflow with the correct type. Data from the incorrect workflow is not carried over.

Collapsible sections are not expanding

Tap directly on the section header text or the expand/collapse icon. If the section still does not respond, scroll to make sure the entire header is visible on screen. On some devices, a firm tap (not a swipe) is needed to trigger the expand action.

When should I use Demo Mode vs. a live workflow?

Use Demo Mode for training, onboarding new technicians, or learning a workflow type you have not run before. Use a live workflow for every real diagnostic job, even if it is just a quick service call. Demo Mode data is not saved as real test results.

What's the difference between Guided Workflows and Classic Workflows?

measureQuick offers both Guided Workflows (structured step-by-step process) and Classic Workflows (the original, less structured approach). Guided Workflows enforce a consistent sequence and are recommended for standardizing data capture across a team. Classic Workflows give experienced technicians more flexibility. See the existing Zoho Desk article below for a detailed comparison.

Common Accidental Changes

Accidental UI touches changing app state is one of the top confusion points across training events. As one instructor put it: "Everything is a button. If you touch something, it goes there." If your readings suddenly look wrong or fields seem to disappear, check for one of these accidental changes before troubleshooting the equipment.

Mode switching. Tapping the snowflake/flame icon switches between cooling and heating mode. This changes all diagnostic targets and recalculates every pass/fail result. If your readings suddenly look wrong, check the mode icon at the top of the screen first. In cooling mode you should see a snowflake; in heating mode, a flame. One tap is all it takes to flip modes.

Quick Charge mode. Scrolling through settings can accidentally enable Quick Charge mode, which changes the workflow to a charge-only sequence. If the workflow suddenly looks different or simplified, check whether Quick Charge is active. Look for the Quick Charge indicator on the measurement screen. See Quick Charge Mode for details on how it works and how to exit it.

Section collapse/expand. Tapping a section header collapses it, hiding all measurements and fields inside that section. If fields seem to have disappeared from the screen, tap the section header to expand it again. This is especially common on smaller phone screens where a casual tap lands on a header instead of a field.

Real-world adoption tip

"MeasureQuick removes the opinion of the technician out of the equation." - Dirk Nauman, Training & Service Manager, Habberger Corporation

Dirk reports that guided workflows leveled the playing field between experienced and entry-level technicians. In a field test, an entry-level technician using measureQuick found more issues than a seasoned tech without it. The structured workflow ensures nothing gets skipped, regardless of experience.

Reference Material

Download: Field Checklists Combined (PDF)

Download: measureQuick Introduction & Terminology (PDF)

Related Articles

Prerequisites (you may need these first):

• Installing the measureQuick App

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

• Test Mode Navigation
• Understanding Diagnostic Screens
• Choosing Your Interface
• Navigation Drawer
• Standalone Mode
• A/C Installation Workflow
• A/C Service Workflow

Related in the same domain:

• Home Screen Navigation
• Settings: Advanced (Demo Mode details)
• Grid View

Need Help?

Contact measureQuick support: support@measurequick.com