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Frequently Asked Questions
How do I reset my password?
Click "Forgot Password" on the login page and enter your email address. You'll receive a link to reset your password. If you have MFA enabled, you'll need to verify your identity after resetting.
How do I enable two-factor authentication?
Go to your Account settings and find the Security section. Click "Enable MFA" and follow the prompts to set up an authenticator app like Google Authenticator or Authy.
How do I add team members to my company?
As a Company Admin, navigate to Dashboard → Users and click "Invite Team Member." Enter their email address and select their role (Admin or Field Technician). They'll receive an invitation email to join your organization.
Can I use the mobile app offline?
The mobile app requires an internet connection to sync data with the server. However, you can view previously loaded client and equipment information while offline. Changes made offline will sync when you reconnect.
How do I export my data?
Company Admins can export data from the Settings page. We support CSV exports for clients, equipment, and service records. For a complete data export, please contact our support team.
What happens when I deactivate a user?
Deactivated users cannot log in to the platform. Their historical data (service records, notes, etc.) is preserved. You can reactivate a user at any time from the Users page.
Still need help?
Our support team is available Monday through Friday, 9 AM to 6 PM EST.
Email: support@hvacplannedmaint.com
Response time: Within 24 hours