Skip to main content
All CollectionsGetting started
Daily project workflow best practices
Daily project workflow best practices

Tips for setting up and running your projects

Eric Fitz avatar
Written by Eric Fitz
Updated over 4 months ago

Overview

  1. Prepare for the site visit

  2. Collect and verify measurements

    1. Document important design and installation details

    2. Visualizing equipment

  3. Generate Design and Manual J reports

Prepare for the site visit

The only workflow that Amply requires an internet connection is home address lookup details. Before you start a day of site visits, enter the homeowner's name and address information for the projects you will visit.

This will help you:

  1. Get oriented on the sales opportunity by capturing key details like the number of bedrooms, living sq. ft, age of the home and more

  2. Impress your customer with your knowledge and reduce setup when you are in the home so you can focus on the customer

Collect and verify measurements

To run an accurate Manual J and create a great design we recommend:

  1. Starting with the Building Profile

    1. General: Update basic assumptions like the number of bedrooms or the presence of a conditioned basement

    2. Design Conditions: The closest weather station is selected by default based on the GPS location of the device

  2. Then move to Indoor

    1. Scan by room or zone

      1. Start with a small room and modify construction details as needed. Then, going forward, you can move faster and simply focus on scanning without the need to adjust assumptions.

      2. Be sure to adjust window overhangs for each window after scan while standing in the room

        1. This avoids human errors that are more likely to occur when assumptions are adjusted after leaving the site

    2. Take a picture after each scan and select the nominal capacity of the equipment to create a "virtual install" of the equipment

      1. Homeowners LOVE this.

    3. Scan all conditioned spaces in the building

      • Even if you are proposing a one-room unit, it is important to scan the entire building so the load calc engine can "see" the full volume and geometry of the building to compute accurate infiltration loads and load calcs in general.

  3. Outdoor

    1. Take pictures of proposed equipment locations and draw line hide to visual outdoor unit details for the homeowner

    2. Add notes as needed to help the install team

  4. Electrical

    1. Capture close-up and wide-angle shots of the main panel

  5. Make final adjustments to the Building Profile assumptions

    • Infiltration: This is often the MOST SENSITIVE assumption in Manual J load calculations. Follow the in-app guidance on selecting the most accurate assumption for your project. Even better, complete a blower door test to use measurement instead of an assumption for this variable.

    • Ducts: Details like duct location are dependent on the scanned room geometry being available

    • Ventilation: If you have verified that dedicated mechanical fresh air ventilation is present, be sure to indicate that is present

    • Internal:

      • Adjust the number of occupants to match the number of people living in the home

        • Per Man J guidelines, this SHOULD NOT include short-term guests

      • Appliance loads and

      • Plant assumptions as needed

Generate Design and Manual J reports

Design Report

  • Share with the homeowner and install team so that everyone is on the same page

  • Help you close the sale

Manual J Report

  • Review important assumptions at a glance

  • Export the report for your rebate program administrator, code officer or upload to your Field Service Management (FSM) platform

Did this answer your question?