Heating and HVAC paperwork · iPhone app

Heating and HVAC paperwork, spoken on site.

A heating or HVAC visit can produce more than a bill. Customers need to understand the work, and you need a record of observations, parts and next steps. Bergg turns spoken job notes into editable documents for heating engineers and HVAC technicians.

Get Bergg on the App Store

Free plan available. Optional in-app subscriptions.

Describe the visit in your own words

Capture the equipment you worked on, the reported issue, parts fitted and work completed. State any observations, readings or checks exactly as recorded. Include a recommended return visit or outstanding work separately so you can review those details in a follow-up document.

Illustrative job note

Finished the radiator valve replacement. Fitted two valves and checked the connections for leaks. Showed the customer how to adjust the controls. They asked about servicing the system before winter; follow up to arrange a suitable date.

Example only. Your documents use the information you provide and need your review.

Choose the documents your job needs

Customer summary

Explain the valve replacement and the controls you demonstrated in clear language.

Invoice

Draft the work description from your note and review parts, labour and prices before sharing.

Compliance note

Organise recorded checks and observations without adding test results you did not provide.

Warranty statement

Prepare a draft using the work and warranty terms you specify; verify equipment details and coverage.

Follow-up

Record the request to discuss a pre-winter service, keeping it separate from the completed repair.

From spoken note to a PDF you can share

  1. Record the work and relevant details in Bergg.
  2. Review the transcription and select your document types.
  3. Edit each draft and add any missing information.
  4. Export a PDF and share it with the customer through your iPhone.

Before you send

Check equipment details, parts, units and any readings. Confirm the draft reflects the work actually carried out and the terms you offer. Compliance notes require professional review and do not replace a required gas safety record, inspection or certification process.

Questions about heating and hvac paperwork

Is Bergg for heating engineers or HVAC technicians?

Both. UK heating engineers and US HVAC technicians can use voice notes to draft the paperwork for their jobs. Review the language, currency and document details for your customer.

Can it organise a future service request?

You can create a follow-up document from a recorded next step and keep it with the job. Bergg is a paperwork tool, so arrange the appointment through your usual scheduling process.

Do I need a connection on site?

An internet connection is required to process voice notes. Review and edit the resulting documents before exporting and sharing PDFs.

Try it on your next job

The free plan includes 3 voice minutes and 3 documents per month. An internet connection is required to process voice notes. See the app for current plans and local prices.

Download Bergg