Praxis HVAC Pricing Tools

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Company #:

Business:

User Login:

Password:

Click this button to set up your Company Information

Click this button to set up users to access the system and change user passwords.

Click this button to set up the activities users can perform.

Click this button to manage marketing documents.

Click this button to set up your flat rate price book pages.

Click this button to set up your financing plans.

Click this button to manage equipment costs.

Click this to refresh the document list.

Click this to save the customer information.

Click this to select documents to email.

Click this to select documents to delete.

Click this to select customer to merge into this customer.

Click this to clear the window and enter/select a new customer

Search Customers:

Click this to search for customers after entering search criteria. Multiple search criteria can be entered separated by spaces. For example, SMITH CHICAGO 155. Use double quotes to combine words into a single search value ("Cabin 86").

Company Name:

Customer Type:

First Name:

Last Name:

Email:

Address 1:

Address 2:

City:

State:

Zip Code:

Bill Address 1:

Bill Address 2:

Bill City:

State:

Zip Code:

Primary Phone:

Secondary Phone:

Notes:

Documents To Display:

Marketing Documents

Click this to email the selected documents.

Manufacturer:

Click this to view help related to the Import/Export Tool.

Click this to import/export the data into/from the system.

Click this to upload the data from a spreadsheet to be reviewed before importing.

Click to view the Quickbooks Export Settings

Click this to clear the page and enter information to perform a new import/export.

Process:

Import Type:

Manufacturer:

From Date:

To Date:

Starting Invoice Number:

Upload Spreadsheet:

Only Excel XLSX file formats are supported

Data To Import

Service Tickets To Export

This is regarding a

Question/Comment:

Contact Information
	Address:	Praxis Group Inc.
		4357 Park Dr. Suite B, Norcross, GA
	Telephone:	(678) 680-5926
	Support:	support@praxisgroupinc.com
	Hours of Operation:	9:00 - 5:00 EST

System Information
	User Agent:	Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)
	Browser Version:	Mozilla 0.0
	Session ID:	5eqwpyjabf5whn2iallyflfv (240)

Report Category:

Report:

Report Description:

Sample Help Dialog

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