Settings Tab Tutorial

After logging on to your account, click on the “Settings” tab. Here you can:

Settings Tab Tutorial
Click to watch the video tutorial
  1. Adjust up to 18 preference modifications.
  2. Adjust company settings.
  3. Change your password

Click on “Adjust Company Settings” Here you can:

  1. Upload your company logo which will appear on the header of your client reports.
  2. Insert a personalized disclaimer or other information you want to appear on your client reports.
  3. Insert your companies’ tag line which will appear below your address on you client reports.
  4. Insert your companies name and address information which will appear on your client reports.

The city, state, and zip code you enter here will become the default city, state, and zip code that will be inserted in every client report. For companies that operate in multiple cities, this information can be easily changed on the report, in the field.

Click on the “Settings” tab again, then click on “Adjust Preference Modifications”

Here you can adjust:

  1. Filter Area Multiplier
    Adjusts the minimum recommended ‘LOW” Filter Area displayed. The multiplier is based on one SQ. FT. of filter area per 400 CFM for both heating and cooling.(Example: for 1.5 Sq. FT per 400 CFM the new multiplier would be 1.5).
  2. Acceptable Low Static Pressure
    Adjusts the minimum ‘LOW’ Static Pressure display area. This is a direct reflection of your company preference. Direct # no multiplier
  3. Acceptable High Static Pressure
    Adjusts the minimum ‘HIGH’ Static Pressure display area. This is a direct reflection of your company preference. Direct # no multiplier
  4. Gas Heat BTUs Low
    This preference allows some system degradation prior to suggesting service or repairs. Adjusts the amount of acceptable gas furnace BTU loss. It is based on a percentage of the furnace BTU output rating.
  5. Acceptable Low CO
    Adjusts the minimum ‘LOW’ CO Level display area. This is a direct reflection of your company preference. Direct # no multiplier.
  6. Acceptable High CO
    Adjusts the minimum ‘HIGH’ CO Level display area. This is a direct reflection of your company preference. Direct # no multiplier.
  7. Electric Heat BTU Low
    This preference allows some system degradation prior to suggesting service or repairs. Adjusts the amount of acceptable ‘LOW’ Electric Furnace BTU output. For heat pump applications, consider the minimum heating needs for “defrost”.  Every 5kw heat strip will produce approximately 15,000 BTU’s.  Is based on a percentage of the “Electric  Heat BTU High” output rating.
  8. Electric Heat BTU High
    Adjusts the amount of acceptable ‘HIGH’ Electric Furnace BTU output. Is based on 5KW of heat per ton of air conditioning.
    Example 1: Warmer southern climates may only use 5 KW of heat for every two tons of cooling requiring an value of .5.
    Example 2: Colder northern climates may use 10 KW forevery ton of cooling requiring a value of 2.
  9. Elec. Heat Temp Diff Low
    Adjusts the minimum ‘LOW’ Elec. Heat Temp Diff. display area. This is a direct reflection of your company preference. Direct # no multiplier. Excessive heat levels will cause premature electric element failure.
  10. Elec. Heat Temp Diff High
    Adjusts the minimum ‘HIGH’ Elec. Heat Temp Diff. display area. This is a direct reflection of your company preference. Direct # no multiplier. This is solely a comfort issue.
  11. Cooling CFM Low
    Adjusts the minimum acceptable ‘LOW’ Cooling CFM display area. Is based on the number of CFM per ton of air conditioning. This adjustment is relative to local humidity levels and sensible load preferences. Direct # no multiplier.
  12. Cooling CFM High
    Adjusts the minimum acceptable ‘HIGH’ Cooling CFM display area. Is based on the number of CFM per ton of air conditioning. Direct # no multiplier.
  13. Cooling BTU Low Multiplier
    This preference allows some system degradation prior to suggesting service or repairs. Adjusts the minimum acceptable ‘LOW’ Cooling BTUs display area. Is based on a percentage of a systems Nom. BTU rating.NOTE: Very few systems achieve 100% of rated Nom. BTU’s. This adjusts the lower level of what you company will accept as normal under performance.
  14. Estimated SEER Low
    Adjusts the minimum ‘LOW’ Estimated Seer display area. This is a direct reflection of your company preference. Direct # no multiplier. 13 SEER is the current minimum SEER available.
  15. Estimated SEER High
    Adjusts the minimum ‘HIGH’ Estimated Seer display area. This is a direct reflection of your company preference. Direct # no multiplier. This should be set to the highest SEER equipment your company offers.
  16. Electric Rate Per KW
    Enter the current electrical cost per KW.
  17. Local Cooling Hours
    Enter the correct cooling hours for your area. This should be set according to the acceptable CDD for your area. This is used to calculate estimated energy costs and savings.   Cooling Hours click here     HDD  click here
  18. Local Altitude to nearest 500 ft
    Enter your local altitude.

NOTE: Correct formatting for each entry is displayed after each explanation.

After selecting your preferences, click on the “submit” button (in the bottom right corner of the page) to save your new preference settings.

TPD™ comes with a set of preloaded preferences that can be automatically reset by clicking on the “Reset to System Defaults “link and then the “Submit” button at the bottom of the page.

NOTE: TPD™ recommends completing a few reports prior to making any preference adjustments. This will give you a better idea of how the settings are used. You can change any setting at any time in order to explore how the preference change will affect the technician report and the client report.