AC Visit Reporter

OptimPRO

In-app purchases

About this app

AC Visit Reporter helps air-conditioning professionals complete site surveys, calculate system requirements and create customer quotations from one structured app.
Automated features include:
• Capacity suggestions based on room type, dimensions and volume
• Pipe-size selection based on AC capacity
• Materials calculations for pipework, trunking, cables, drainage, pumps, ducting, vents, plenums and supports
• Planning for single-split, multi-split and ducted systems
• Equipment matching by brand, unit type and capacity
• Automatic labour, materials, accessories and extra pipework costs
• Editable quotation variants for selected brands
• Automated deposit, remaining balance and total calculations
• Short or detailed customer quotation PDFs
• Visit-report PDFs containing notes, maps, photographs and drawings
• Customer email sharing and configurable company branding
Record multiple rooms, indoor and outdoor units, system photographs, electrical requirements, access restrictions and installation notes during the visit.
Ducted units are grouped correctly when serving multiple rooms. Materials are totalled without unnecessary repetition, helping you prepare more accurate quotations from the first survey.
Complete Survey-to-Quote Workflow
1. Upload Your Pricing Template

Before using the quotation feature, simply import your company's pricing template into the app.

The template can include:

• Air conditioning equipment prices
• Installation materials
• Labour rates
• Accessories and consumables
• Company mark-up rules

This allows every quotation to be generated using your own pricing structure.

2. Capture The Site Survey

Record all project information directly from your phone:

• Split, Multi-Split, VRF/VRV and Ducted systems
• Room-by-room survey data
• Pipe routes and lengths
• Electrical requirements
• Condensate solutions
• Installation notes
• Customer requirements
• Photos with annotations and mark-ups

3. Automatic Material Calculation

Based on the survey data entered, the app automatically calculates:

• Refrigerant pipe sizes and lengths
• Trunking quantities
• Electrical materials
• Condensate components
• Mounting accessories
• Additional installation requirements

4. Instant Quote Generation

The calculated materials are automatically matched against your uploaded pricing template.

The app then generates:

• Equipment costs
• Material costs
• Labour costs
• Project totals

No spreadsheets. No manual calculations. No duplicated work.

5. Professional PDF Report

Generate a complete PDF package containing:

• Customer information
• Technical survey details
• Room-by-room data
• Site photographs
• Engineering notes
• Material schedules
• Project quotation

6. Send The Quote Before Leaving Site

Once reviewed, the quotation and survey report can be emailed directly to the customer from the app.
Link to quote data template: https://optimpro.co.uk/wp-content/uploads/2026/05/Quote_data_template.xlsx
AC Visit Reporter includes a 30-day free trial. Continued access requires an auto-renewing monthly or annual Pro subscription. Prices and subscription terms are displayed before purchase.
Privacy Policy: https://www.optimpro.co.uk/privacy-policy