⚠ Authorized Personnel Only

This system is the exclusive property of Trident Operations Consulting LLC and is intended solely for authorized employees and contractors. Unauthorized access, use, or disclosure is strictly prohibited and may be subject to civil and criminal penalties.
By logging in, you acknowledge that your activity will be monitored and recorded for security and compliance purposes.

Welcome

Trident Operations Suite

OpsDesk

Project & Job Management

BidDesk

Bid Calendar & Equals Tracker

LeadsDesk

Sales Management

ClimateCheck Pro

HVAC commissioning platform

Field Intel

Service call & repair
report generation

SureScope

Startup cost estimating

SureShip

Freight cost estimating

Job info

Job number

Source

Engineer firm

Engineer name

Notes (scope, owner, etc.)

Divisions quoting

	Ventilation	Mechanical	Plumbing	DMI

Equals workflow

Stage: Scanning / Initial Entry

history

Addendums

#	Date	Note

Invitees

Company	Contact	Note	Received by	V	M	P	D

Equipment + Requested Equals

Type	Tag	Specified	Pre-approved	Requested Equal(s) — ☑ in PDF	Engineer Response

LeadsDesk

📋 Estimate

⚙️ Rates

📂 Saved Estimates

＋ New

💾 Save

⬇ PDF

📁 Job Information

Fieldservio #

Job Name / Project

Site Address 🗺 Directions from BPL Office

Site Access

One-Way Distance (km)

Notes

BMS Integration

🔧 Equipment

⚙️

No equipment added yet.
Click + Add Equipment to get started.

Cost Summary

Total Estimate

$0.00

⚙️ Rates & Hours Admin only — changes affect all estimates

💰General Rates

Labour

Labour Rate ($/hr)

$/hr

Base Site — Initial Visit (hrs)

hrs

Base Site — Subsequent Visits (hrs)

hrs

Travel

Truck Charge (flat/visit)

Fly-In Charge (flat/visit)

Vehicle Rental Rate ($/day)

$/day

Mileage Rate ($/km)

$/km

Avg Travel Speed (km/h)

km/h

Travel Buffer (%)

Travel Buffer (flat hrs/trip)

hrs

Accommodations

Hotel Threshold (km OW)

Meals Threshold (km OW)

Hotel Rate ($/night)

$/night

Meals Per Diem ($/day)

$/day

🔧Equipment Hours per Unit

Equipment Type	Startup	Commission	Training	Admin Time	+ BMS	Inspection

📂Job Information

FieldServio #

Job Name / Project

Site Address

Notes

🔧 Equipment

⚙️

No equipment added yet.
Click ＋ Add Equipment to get started.

Breakdown will appear here.

Field Intel

Reports

Recent Reports

Report #	Site	Equipment	Tech	Date	Status

⚠ Open Follow-Ups

Type to search all reports…

Search fault codes, alarm codes, or diagnostic findings…

Report #	Date	Site	Equipment	Tech	Status

New Service Report

📍Site & Job Information▶

Report #

Date of Service

Site / Customer

Site Contact

Address

PO / Work Order #

Technician

OpsDesk Job (optional)

Arrival Time

Departure Time

🌤️Conditions at Time of Service▶

Enter a site address above to load weather conditions.

🔧Equipment Type▶

Unit Tag / ID

Make / Model / Serial

📝Work Performed▶

Description of Work

Call Type

Hours on Site

📏Readings & Measurements▶

Select an equipment type above to load readings.

⚠️Fault Codes & Diagnostics▶

📦Parts & Materials▶

Description	Part #	Qty	Notes

🔁Follow-Up & Recommendations▶

Follow-Up Required?

Priority

Follow-Up Description

Recommended Date

Parts / Materials Needed

Additional Recommendations

FLHA

Assessments

Recent Assessments

FLHA #	Site	Task	Supervisor	Date	Top Risk

⚠ High-Risk Hazards

Type to search all assessments…

FLHA #	Date	Site	Task	Supervisor	Top Risk	Status

New Field Level Hazard Assessment

📍Site & Job Information▶

FLHA #

Date

Site / Customer

Address

OpsDesk Job (optional)

Supervisor / Lead

📝Task / Scope of Work▶

Description of Task

Work Category

👷Crew on Site▶

Name	Role

⚠️Hazard Identification & Risk Assessment▶

Tick each hazard present for this task. Rate Probability and Severity to compute a Risk Score, then describe the control(s) used to mitigate it.

Other Hazards (free text)

🦺Required PPE▶

Other PPE

🛡️Permits, Procedures & Controls▶

Permit Numbers / Notes

✍️Crew Sign-Off▶

Each worker initials to confirm they have read and understood this assessment.

Name	Initials	Time

💬Notes & Recommendations▶

Pre-Job Notes

Active Projects

Open a saved project below or click + New in the topbar to start one.

🏗️

Project Information

Fieldservio # *

Job Name *

Site Address / Location

Contractor

Engineer

Equipment Supplier

Start-Up Completed By

No technician set

Date

Status Note

Project Notes

Startup Completed Moves this report to the Completed section on the dashboard.

🔧

Project Equipment

🔩

No equipment added yet

Click "Add Equipment" to add boilers, pumps, fans, RTUs and more

Equipment

—

Select equipment from the sidebar

—

Closing this week

All opportunities

Recycle Bin

Job info

Divisions quoting

Equals workflow

Addendums

Invitees

Equipment + Requested Equals

LeadsDesk

Contacts

Active Projects

—

Closing this week

All opportunities

Recycle Bin

Job info

Divisions quoting

Equals workflow

Addendums

Invitees

Equipment + Requested Equals

Send Equals Request

LeadsDesk

Contacts

Active Projects