AC Visit Reporter

AC Visit Reporter

AC Visit Reporter is a professional site survey, quotation and reporting platform designed specifically for air conditioning engineers, surveyors and installation companies.

The app allows engineers to capture every aspect of an air conditioning project directly from their phone, including customer information, room measurements, system specifications, pipe lengths, photographs, annotations, materials and installation notes. All information is stored in a structured format, ensuring nothing is missed during the survey process.

One of the most powerful features of AC Visit Reporter is its ability to generate professional quotations automatically from survey data.

The process begins by uploading your company's quotation template into the app. This template contains your preferred products, pricing structure, labour rates, terms and conditions, branding and quotation layouts. Once configured, the app uses the information collected during the site survey to automatically populate the quotation.
Find the template here: https://optimpro.co.uk/wp-content/uploads/2026/05/Quote_data_template.xlsx

For example, the app can:

• Select suitable equipment based on room requirements
• Calculate recommended AC capacities
• Determine pipe sizes and lengths
• Generate material schedules
• Calculate labour requirements
• Create multiple system options and variants
• Apply your predefined pricing structure
• Produce a professional customer-ready quotation

This means engineers can move from site survey to completed quotation within minutes, without returning to the office or manually re-entering information.

Key features:

• Complete customer and site survey management
• Room-by-room data collection
• Automatic AC capacity recommendations
• Photo capture with on-image annotations
• Automatic pipe sizing and material calculations
• Travel distance and route calculation
• Support for split, multi-split, ducted, cassette, floor console and VRF systems
• Automatic generation of material schedules
• Company-specific quotation templates
• Automatic quotation generation from survey data
• Multiple quotation variants and system options
• Professional PDF reports and quotations
• Instant quote delivery directly from the app
• Procurement-ready material lists
• Reduced paperwork and administration
• Improved consistency across engineering teams
• Faster customer response times
• Higher quotation accuracy and reduced installation errors

AC Visit Reporter transforms the entire workflow into a single process:

Survey → Calculate → Generate Quote → Send to Customer

Everything is completed from the field using a mobile phone, helping air conditioning businesses respond faster, improve accuracy, reduce office work and win more projects.