Split System Configuration Guide

This guide covers all the fields and options available when configuring split system quotes in Cooledge. You can create these quotes in the mobile app or, as an admin or owner, in the web portal. The fields are the same on both and each section corresponds to the exact options you'll see when building the quote.

Overview

Split systems consist of an indoor unit and outdoor unit connected by refrigerant pipes. This guide details every configuration option available in the Cooledge app for accurate quoting.

1. Installation Type

Choose the type of installation environment:

Available Options:

• House: Standard residential house installation
• Apartment: Apartment or unit installation (may have different access requirements)

Installation type affects labor requirements and access considerations.

2. Power Supply Configuration

Configure the electrical supply for the split system:

Available Options:

• Not Set: No power option selected yet
• Reuse: Use existing electrical connection
• Reuse - Upgrade to RCBO: Reuse connection but upgrade safety switch to RCBO
• Existing Local Power Circuit: Use nearby existing circuit
• Existing Local Power - Electrical Capping: Use existing circuit with capping for neat finish
• New Dedicated Circuit: Install completely new dedicated electrical circuit
• Excluded: Electrical work not included in quote

Important Details:

• New Dedicated Circuit: Includes RCBO switch (residual current operated circuit breaker with overload protection) by licensed electrician
• RCBO Upgrade: Provides enhanced electrical safety compared to standard circuit breakers
• Excluded Option: Use when customer is handling electrical work separately

3. Outdoor Unit Mounting

Select how the outdoor unit will be mounted:

Defaults to Anti Vibration Mat. Change it if the install needs brackets, a slab or feet. Older quotes with no mounting picked show and print the mat too.

Available Options:

• Reuse Existing Mounting: Keep the mounting already on site
• Anti Vibration Mat: Standard rubber mat (usually included at no extra cost)
• Evocrete Slab: Concrete mounting pad for stable installation
• Anti Vibration Feet: Rubber feet that absorb vibration
• PVC Feet: Plastic mounting feet for elevation
• Brackets (up to 2m): Wall or fence mounting up to 2 metres high
• Brackets (above 2m): Wall or fence mounting above 2 metres high
• Stainless Brackets (up to 2m): Stainless steel brackets up to 2m (marine/corrosive environments)
• Stainless Brackets (above 2m): Stainless steel brackets above 2m (marine/corrosive environments)
• Roof Mounting Bracket: Bracket for mounting the unit on a roof

Mounting Considerations:

• Ground Level: Anti-vibration mat or evocrete slab
• Elevated Mounting: Brackets for wall/fence mounting
• Harsh Environments: Stainless steel brackets for coastal or industrial areas
• Stability: Evocrete slabs provide the most stable foundation

4. Pipe Length Configuration

Set the distance from indoor to outdoor unit:

Default Settings:

• Starting Length: 3 meters (included in base installation)
• Additional Length: Charged per meter beyond 3m
• Reuse Option: Set to 0 if reusing existing pipework

Considerations:

• Measure the actual distance including any vertical runs
• Include extra length for routing around obstacles
• Longer runs may require larger pipe diameters

5. Trunking Configuration

Configure decorative covering for exposed pipes:

Trunking Length:

• Starting Length: 2 meters (default)
• Additional Length: Charged per additional length
• Reuse Option: Set to -1.0 if reusing existing trunking

Color Options:

Choose from 23 available colors:

Standard Colors:

• Surfmist (most popular)
• Evening Haze
• Shale Grey
• Dune

Additional Colors:

• Windspray
• Wallaby
• Jasper
• Basalt
• Ironstone
• Terrain
• Monument
• Classic Cream
• Paperbark
• Pale Eucalypt
• Woodland Grey
• Deep Ocean
• Cottage Green
• Manor Red
• Night Sky
• Sandbank
• Bushland
• Wilderness

Trunking Tips:

• Match to existing building colors where possible
• Surfmist is the most common and readily available
• Consider weathering and maintenance when selecting colors

6. Internal Plastic Capping

Configure internal pipe covering:

Options:

• Length: Set in meters (0 = not required)
• Purpose: Covers internal pipework for neat finish
• When to Use: When pipes are exposed inside the building

7. Condensate Drain Configuration

Set up drainage for condensation:

Drain Location Options:

• Outside: Drain directly outside (most common)
• Garden / Lawn: Drain to garden area
• Downpipe / Floor Waste: Drain to existing drainage
• Reuse: Use existing drain connection

Condensate Pump:

• Required: Toggle on if gravity drainage not possible
• When Needed: Indoor unit above drain point or long drain runs
• Includes: Pump unit and additional plumbing

8. Labor Configuration

Set installation time and crew requirements:

Time Allowance Options:

Cooledge suggests the Time Allowance (internal) from the Labour hours on the materials this option uses and picks the nearest option below. You can change it. If none of those materials has labour hours, there is no suggestion and the field stays Not Set. Labour hours are set per material in your catalogue (see Materials Pricing Breakdown).

• 3 Hours: Basic installation
• 4 Hours: Standard installation
• 5 Hours: Standard with complications
• 6 Hours: Complex installation
• 7 Hours: Full day with difficulties
• 8 Hours: Maximum day rate

Number of Installers:

• Single man: One installer (most common)
• Extra men entire job: Additional installer for full job
• Extra men access/beginning 1 hour: Extra help for initial access/setup
• Extra men outdoor installation/end: Extra help for outdoor unit installation

Special Requirements:

• Long Ladder: Required for high installations
• Lifter Type:
  • Max 3.2m: Standard lifter
  • Above 3.2m: Heavy-duty lifter for high installations

9. Removal Options

Configure removal of existing equipment:

Removal Types:

• No: No removal required (new installation)
• Indoor and Outdoor: Complete system removal
• Indoor Only: Remove indoor unit only
• Outdoor Only: Remove outdoor unit only

Removal Considerations:

• Factor in disposal costs
• Consider refrigerant recovery requirements
• Some removals may require additional labor time

10. Additional Options

Other Configuration Options:

Refund Call Out Fee:

• Purpose: Refund initial site visit fee upon job acceptance
• Toggle: On/Off option

Quote Notes:

• Line 1: First line of custom notes
• Line 2: Second line of custom notes
• Purpose: Add specific job requirements or clarifications

Pricing Adjustments:

• Adjustment (hidden on quote): Dollar amount added to the total. Never shown on the customer's quote. Negative adjustments are only available when the owner enables "Allow negative adjustments on quotes" in Settings > Quote Preferences > Quote Options
• Use Cases: Site-specific challenges or customer discounts

Photo Documentation:

The portal and the mobile app name these categories slightly differently. The portal label comes first below, the app's in brackets.

• Indoor (Indoor Pictures): Photos of the indoor installation area
• Outdoor (Outdoor Pictures): Photos of the outdoor installation area
• Other / Plan (Other Pictures / Plans): Additional site documentation. Switch on Plan in the photo editor, or start from a blank canvas, to print a drawing full width on the PDF under its own Plan heading. See Quote Photos and Plans

11. Best Practices

Accurate Quoting:

• Site Survey: Always conduct proper site assessment
• Measure Carefully: Accurate pipe lengths avoid surprises
• Document Challenges: Use photos and notes for unusual installations
• Power Assessment: Verify electrical requirements on-site

Customer Communication:

• Explain Options: Help customers understand mounting and color choices
• Set Expectations: Clear timeline based on time allowance selected
• Discuss Access: Ensure adequate access for installation

Common Configurations:

• Standard House: Anti-vibration mat, new dedicated circuit, 3m pipes
• Apartment: May require brackets, longer pipe runs, special access
• Coastal Areas: Consider stainless steel brackets for corrosion resistance
• Complex Sites: Factor in extra labor time and special equipment

This guide ensures you can configure split system quotes accurately using all available options in the Cooledge iOS app. Each setting directly corresponds to the options you'll see when creating quotes.