HVAC ResLoad-J Cloud Web Online Help

Overview

The HVAC ResLoad-J Cloud website allows you to manage company users and HVAC ResLoad-J projects that are stored in the cloud. It is accessed using the same URL as the HVAC Equipment Locator website: https://www.CarmelEquipLocator.com. This website allows users of both the HVAC Equipment Locator app and the HVAC ResLoad-J app to either manage all of their synchronized building and equipment information (for the Locator app) or HVAC ResLoad-J project information (for the ResLoad-J app) on their desktop computer using a standard web browser.

1. The HVAC ResLoad-J App allows you to perform HVAC load calcs and now you can sync those projects to the cloud. This is described in more detail here.
2. The HVAC ResLoad-J Web: This is the website that allows you to display and share all of the HVAC ResLoad-J project information that is uploaded from the app and assign projects to other users within your company. This is described in more detail below.

Registration and Login

Registration usually occurs through the ResLoad-J app, itself. However, you can also register using the website by clicking the "Create Account" link on the Locator home page.
This will take you to a web page that allows you to input a registration email (must be valid) and a password. After registering, you will receive a confirmation email with a link that you must click to verify your account.

You can log in to the website by entering your login email and password into the appropriate inputs at the top of the page. If you forget your password, you can click the "Forgot Password" link located on the Locator home page.

Getting Started

After you have successfully logged in, you can begin using the website. There are 4 links located in the upper right-hand side of the website. The "Building List" link allows you to manage the buildings and equipment for the Equipment Locator app. Click here for more details on this app. The "ResLoad-J Project List" link allows you to manage the projects for ResLoad-J. The "Manage Account" link allows you to manage your account information and upgrade your account. The "Upgrade" link also allows you to upgrade your account. The "Logout" link logs you out of the website. The rest of this help page discusses these features.

ResLoad-J Project List

The ResLoad-J Project List page displays a list of all of the projects in your account. This includes projects that you have created and synced from your device and also projects that have been assigned to you by other users within your company. You can sort the list in different ways by clicking the column headers. Also, clicking on the project name takes you to the ResLoad-J Project Details page discussed next.

ResLoad-J Project Details

The ResLoad-J Project Details page allows you to assign a project to other users within your company. User List
The "User List" section of the ResLoad-J Project Details page displays a list of all administrators, technicians, and clients who belong to your company (i.e. - have the same company id). This list allows you to assign a project to a technician or a client and permit them to view the information on their device. Under the "Shared Project" column is a drop down that allows you to select whether the user is able to view the project information on their device. Select "Yes" to allow, or "No" to disallow. The next time this users syncs from ResLoad-J on their device, they will see this project (as read-only) in their project list.

Under the "Project Owner" column, you can reassign who owns the project if you are the current owner. The drop down lists all of the users assigned to your company. Remember, only one user can "own" a project at a time, meaning that only one user can edit a project. Any other users that have access to this project will only be able to view the information. If you are NOT an administrator, once you change the owner, the drop down will become read-only since only the owner can change ownership of a project. This is why you will see some projects with greyed-out Project Owner drop downs. However, if you are the administrator, the Project Owner drop downs will always be enabled since as the administrator, you can assign ownership of projects to any user you want.

Once you unshare a project with a user, when they sync the next time, the shared project will disappear from their device.

Save/Cancel
At any time, click the "Save" button to save any changes. Click "Cancel" to cancel any changes and return to the project list.

Manage Account

The Manage Account web page allows you to manage your account information and, if you are an administrator, assign users to your company so they can share building and equipment information.

1. User Type: This is a read-only input that displays the type of user you are: administrator, technician, or client.
2. Login Email: This is a read-only input that displays the login email of the currently logged-in user.
3. Login Password: By default, this input is blank. If you wish to update your password, enter a new password then click "Save". The next time you log in via the website, you will need to type in the new password. Also, you will need to update the password in your Locator app on your device.
4. First Name: Enter your first name
5. Last Name: Enter your last name
6. Email: Enter your email address. This can be the same or different from your login email.
7. Company Name: Enter your company name
8. Company Id: This is a read-only input that displays the company id that was automatically assigned to you. If you are an administrator and you wish other technicians within your company to sign up, they will need this same company id so that they appear in the user list described below.
9. Address 1: Enter your address
10. Address 2: Enter your part 2 address
11. City: Enter your city
12. State: Enter your state
13. Zipcode: Enter your zipcode
14. Country: Enter your country
15. Phone number: Enter your phone number

User List
The "User List" section is only available to administrators. It displays a list of all administrators, technicians, and clients that belong to the same company (have the same company id). This list allows you to approve any technicians who have registered (using the Equipment Locator or HVAC ResLoad-J apps) using your company id. Under the "User Status" column, select either "Assigned" or "Unassigned". Once the user is assigned, then their name will appear in the "User List" sections of the ResLoad-J Project Details web pages giving you the option to assign them to a project.

Manage Clients
The "Manage Clients" button takes you to a new web page that allows you to add "clients" to your company. Clients are permitted to view selected building and equipment information but not edit. On the "Manage Clients" web page is a list of all of the company clients. To add a new client, click the "Add New Client" button. To edit an existing client, click the client's last name. To delete a client, click the red "x" icon on the far right-hand side.

After clicking "Add New Client" or editing an existing client, it will take you to the Client Details web page. It includes the following inputs.

1. Login Email: Input the login email client the client
2. Login Password:Input the login password for the client
3. First Name: Enter the client's first name
4. Last Name: Enter the client's last name
5. Email: Enter the client's email address. This can be the same or different from the login email.
6. Phone number: Enter the client's phone number
7. Address 1: Enter the client's address
8. Address 2: Enter the client's part 2 address
9. City: Enter the client's city
10. State: Enter the client's state
11. Zipcode: Enter the client's zipcode
12. Country: Enter the client's country

Once completed entering the above information, click the "Save" button to return to the client list. Click the "Return to Account Page" button to return to the Manage Account web page. Now, you will be able to "assign" the client to your company, and their name will appear in the "User Lists" for projects.

Upgrade

To upgrade your account to store more projects in the cloud, click the "Upgrade" link in the upper right-hand corner of the website. There are 5 account tiers, one that is free (up to 2 ResLoad-J projects stored in the cloud which comes default with the app) and 4 paid tiers. Also, please note that along with upgrading your ResLoad-J Cloud account, you are also upgrading your Locator account (and vice versa):

1. Tier 1: At $15/month, you can store 15 projects in the cloud.
2. Tier 2: At $60/month, you can store 75 projects in the cloud.
3. Tier 3: At $100/month, you can store 150 projects in the cloud.
4. Tier 4: At "Unlimited", please call.

Security

The HVAC ResLoad-J and the accompanying HVAC ResLoad-J Cloud utilize the following security measures to ensure that your equipment information is safe and secure, including:

1. User Authentication: To synchronize information to and from the web portal and also to log into the web portal, you must input proper login and password information.
2. Encryption: All information is transmitted from the mobile app to and from the web server using 512-bit SSL encryption. This means that the information is wirelessly transmitted without any risk of hackers intercepting this data.
3. Secure server w/Backup: The server(s) that host the Equipment Locator Cloud are hosted on Microsoft Azure which is continually updated and secured. In addition, we utilize Cloudflare to further secure the website to prevent foreign hackers and denial-of-service (DOS) attacks.