Design Tab

The Design tab is where thermal calculations are performed. You enter process conditions and the software finds the optimal plate heat exchanger configuration.

Accessing the Design Tab

The Design tab requires a CRM context — a customer and project must be selected first. There are three ways to access it:

1. Click "+ New Item" from the CRM Dashboard quick actions
2. Click "+ New Item" from a project detail view
3. Click an existing item in CRM to load its saved parameters

Calculation Modes

Three selectors at the top of the design panel combine to define what you are calculating:

1. Calculation Standard (first dropdown)

Standard	Meaning
Industrial	General industrial correlation set for process duties.
HVAC (default)	Correlation set calibrated for HVAC / district-energy water duties.
AHRI	AHRI 400 certified calculation, counter-flow only. Also unlocks the AHRI datasheet.

2. Application

Application	What it solves
1-Phase (default)	Liquid-to-liquid heat exchange — the standard case.
Steam Condensation	Steam on the hot side. The hot card switches to steam fields: Steam Pressure, Saturation Temp, Steam Flow Rate (auto or entered), optional superheat temperature, inlet/outlet quality, optional condensate subcool. Results include per-zone data (superheated / saturated / subcooled).
3-in-1	One unit serving two independent secondary circuits from a shared primary circuit (see below).
Dual	One unit sized to satisfy two different operating cases (see below).
Batch	Heating or cooling a tank over time through a circulation loop (see below).

3. Calc Type — Design vs Rating

• Design (default) — the engine finds the best configurations for your duty. Button: Run Auto-Selection.
• Rating — you specify the exact hardware (model, plate count, channel, mix %, passes in the green fields of Design Settings) and the engine checks how it performs. Available for 1-Phase, Steam, and Batch. Button: Rate.
• Performance Rating — a sub-mode of Rating: leave the outlet temperatures blank ("Will be calculated") and the engine predicts what the given hardware will actually deliver. Button: Run Performance Rating. Use it to answer "what will this existing unit do under these new conditions?"

Dual Condition

Choose Application = Dual. The input grid splits into Load 1 and Load 2 — each with its own capacity, hot side, cold side, and over-surface requirement (the load names are editable, e.g. "Winter" / "Summer"). The engine finds hardware that satisfies both cases. Results get two sub-tabs: Design (the selection table, sized for the governing case) and Rated Unit — the same hardware rated at the smaller case's conditions, showing model, plates, duty, design factor, dP and velocities for that second case.

3-in-1 Design

Choose Application = 3-in-1. One physical unit carries a shared Primary Circuit and two independent secondary sections: Section 1 — F-ports and Section 2 — B-ports. You set the primary fluid, whether the primary is the hot or cold side, its inlet temperature, flow and total allowable dP; each section gets its own secondary fluid, temperatures, flow and dP. Section 1 can take an intermediate temperature (blank = automatic); Section 2 takes the primary outlet. Typical use: one district-energy unit feeding radiator and domestic-hot-water circuits.

Batch Process

Choose Application = Batch. This sizes a PHE that heats or cools a tank over time: the Batch Side (Tank) takes the fluid, batch mass, initial and final temperatures, operation time and circulation rate; the Continuous Side (Source) takes the heating/cooling medium. Rule of thumb the form applies: heating (final > initial) → the continuous side is HOT; cooling → the batch side is HOT. Results report the average duty, required effectiveness, UA requirement, thermal time and residence time.

Design Parameters

Parameter	Description	Typical Range
Capacity (kW)	Heat duty. Enter a value or leave blank to auto-calculate from flow rates and temperatures.	1 – 50,000 kW
Flow Rate	Mass flow rate for hot and cold sides. At least one side must have a flow rate.	0.01 – 500 kg/s
Inlet Temperature	Entering temperature for each side.	-20 to 200 °C
Outlet Temperature	Leaving temperature for each side. Can be auto-calculated from duty.	Must create valid dT
Allowable dP	Maximum pressure drop allowed on each side. Results exceeding this limit are excluded.	0.1 – 5.0 bar
Fouling Factor	Thermal resistance due to deposit buildup (m²K/W). Higher values = larger unit.	0.0 – 0.001 m²K/W
Fluid	Select from the fluid database. Water uses built-in polynomial correlations.	Water, Glycol solutions, custom fluids
Concentration %	For glycol solutions. Affects fluid properties significantly.	0 – 60%
Over Surface %	Minimum design margin. The engine only returns solutions with this safety factor.	0 – 50% (default 0%)

Design Settings Reference

The Design Settings card, field by field:

Field	Options / Meaning
Plate Material	AISI 316L (standard), AISI 304L, Titanium Grade 1, Alloy 254 SMO, Hastelloy C276
Gasket Material	EPDM HT (−20…150 °C), NBR HT (−40…120 °C), FKM (0…180 °C). The app warns when the selected gasket does not suit the fluid or temperature.
Plate Thickness	Auto (default — chosen from design pressure), or fixed 0.4 / 0.5 / 0.6 / 0.7 / 0.8 / 1.0 mm
Plate Type	All, Chevron (default), Free Flow, Double Wall
PV Code	PED (default) or ASME — also filters which connections are offered on the results
Models	All (default), or restrict the run to one specific plate model
Design Pressure / Temperature	The mechanical design point (default 10 bar / max 100 °C / min 0 °C). Max and min design temperature are two fields sharing one unit selector; both print on the datasheet's MIN. / DESIGN TEMPERATURE row. The pressure and max temperature drive frame class, plate thickness and the PED category display. A min below the gasket's minimum temperature raises the same warning as an over-temperature max.
Extra Plate Capacity (%)	Reserve room on the frame for future added plates (0–200%)
Pass Config	Single Pass (default) or Multi-Pass
Frame Paint (RAL)	RAL5005 (default), RAL5010, RAL7035, RAL9010, RAL9016, RAL3000, RAL6005, RAL1021, or Other… (enter any RAL code)
Frame Coating Category	ISO 12944 corrosivity class C1 (very low) … C5 (very high) / CX (extreme); default C3 — Medium
No. of Plates / Channel / Mix % / Passes	Green fields, used only in Rating mode to describe the exact unit being rated
PED Category	Read-only — computed from fluid group, pressure and volume

Unit System

Switch between unit systems using the selector at the top of the design panel:

Unit System	Flow	Temperature	Pressure	Duty
SI	kg/s	°C	bar	kW
Metric	m³/hr	°C	bar	kcal/hr
US	GPM	°F	psi	BTU/hr

Fluid Selection

Each side's Fluid dropdown covers the full database, grouped: Aqueous (water, sea water, brines, glycol and sugar mixes), Refrigerants, Chemicals & Solvents, Acids & Bases, Thermal Oils, Petroleum & Fuels, Hydraulic & Lube Oils, Brines, Food & Beverage, Steam, and High-Temp / Specialty fluids. Mixtures (glycols, brines, sugar) get a concentration % box next to the fluid. The first entry, + Add New Fluid, opens the custom-fluid editor — see the Tools section.

Saving a Design

After selecting a result, click Save in the item context bar at the top. This saves all input parameters and the selected result to the CRM, so it can be recalled later or included in an offer.

Results & Selection

After clicking Run Auto-Selection (or pressing Ctrl+Enter), the engine evaluates all eligible plate models and displays a ranked results table.

How Auto-Selection Works

For each of the 27 plate models, the engine:

1. Tries every channel type (H, L, M, and mixed combinations HM, ML, HL)
2. Tries pass configurations from 1 to 6 passes (up to 10 for AWG)
3. Uses binary search to find the minimum plate count that meets the duty with the required over-surface margin
4. Checks pressure drop constraints — excludes results exceeding the allowable dP
5. Checks port velocity and maldistribution
6. Calculates pricing based on the price list and customer discounts/markups

Results are ranked by price (lowest first). Typical runs evaluate 200-500 configurations in under 2 seconds.

Results Summary Strip

Above the table, six stat boxes: Design Input, Solutions Found, Optimum Result, and three live selectors — Connection (Hot), Connection (Cold), and Port Config:

• Connections — the dropdowns list every connection valid for the selected model, filtered by the PV Code (PED/ASME) and the frame pressure class. Changing a connection updates the pricing and the datasheet immediately. The app warns when Sea Water is paired with a studded connection (rubber or titanium liner required) and when the connection's port loss would exceed the allowable dP.
• Port Config — which ports each side enters and leaves by (e.g. Hot F1→F4 · Cold F3→F2). Pick a different configuration to match site piping; the checkbox reveals every valid configuration instead of the recommended ones.

Results Table Columns

Column	Meaning
☐	Tick 2–4 rows and press Compare Selected for a side-by-side comparison (exportable).
Price	The header itself is a dropdown: show List, Net, or Sales price (default Sales). Prices already include this customer's discounts and markups.
Model	Plate model (e.g., A3M, A6L, A12LP, AWG12)
Channel	H (high theta — more turbulence, more dP), L (low theta — less dP), M (medium), or mixed (HM, ML, HL)
Passes / Plates	Pass configuration and total plate count
Ncm	Number of mixed-channel plates when the channel is a mix (e.g. HM)
Area (m²)	Effective heat-transfer area
Over Surf. %	Margin above the required surface. Colour-coded: green ≤15%, amber ≤50%, red above.
U-Service	Overall heat-transfer coefficient in fouled conditions (W/m²K)
LMTD (°C)	Log-mean temperature difference
HS dP / CS dP	Hot / cold side total pressure drop (channel + port losses)
Thick. (mm)	Plate thickness used
Flow	Two badges per row — Turb (turbulent) or Lam (laminar) for hot and cold side
HS / CS Port V	Port velocities (m/s); high values risk erosion and noise
MD	Maldistribution flag: amber MD = mild, red MD! = severe; hover for the reasons. Blank = even distribution.

Interacting with Results

Action	What Happens
Single click	Select row. Opens the detail panel on the right showing thermal performance, hydraulic data, and BOM with prices.
Double-click	Instantly opens the Datasheet tab for that result. The datasheet is pre-populated with all design data.
Click column header	Sort results by that column (toggle ascending/descending)

Detail Panel

Selecting a row opens the detail panel with four sections:

• Thermal Performance — heat duty, LMTD, U-clean / U-Service / U-required, over surface, effective area, plate count, mixed plates (Ncm), passes
• Hot Side / Cold Side — film HTC, Reynolds and Prandtl numbers, channel and port velocities, channel dP + port dP + total dP, channels per pass. For steam results the hot section becomes Steam Side: steam pressure and temperatures, latent heat, steam flow, condensation and superheat HTCs, per-zone Reynolds numbers, and the size of the superheated / saturated / subcooled zones.
• Construction & Pricing — the bill of materials in four columns (Plates, Gaskets, Frame, Connections) with unit weights and List / Net / Sales prices, closing with the BOM Total (weight + all three price levels).
• Design Log — a formula-level trace of the calculation.

CRM — Customer Relationship Management

The CRM module is the backbone of the application. It manages the full sales pipeline from initial customer contact through to won/lost project tracking. Every design and offer is linked to a customer and project.

Dashboard

The Dashboard is the CRM landing view. Top to bottom:

• Quick Actions bar — "Welcome back" with today's date and the buttons + New Customer, + New Project, + New Item. Admins also get a My Data toggle (limit every number below to records you own — click again for your whole scope). Super Admins get company/user drill-down filters and ⬇ Export Excel (exports exactly what the current filters show). The user filter (Admins see their own team in it) works like the one in Analytics: picking a manager shows that manager and their whole team — everyone reporting to them, at any level; the caption beside the filter says how many — while a person with no reports is just that person. Records that belong to no one are outside every user filter. My Data stays your own records only.
• Recent Projects table — the ten most recently updated projects: Ref, Customer, Project, Managed by, Company, Items, Total Value, Outcome (Pending / Won / Lost badge), Updated.
• Overdue banner — appears only when follow-ups are overdue: "You have N overdue follow-up(s)" with a View All button.
• Top Pending Deals — the highest-value open projects, next to a three-column pipeline (Pending / Won / Lost, each with count and total value).
• Pending Reminders — due and overdue follow-ups with Snooze / View buttons and ageing badges (overdue in red, due today in orange), beside Recent Notes.
• Recent Activity — a timeline of the last dozen actions (offers created, projects updated, status changes…).

Customers

The Customers view uses a split-panel layout: customer list on the left, details on the right.

Creating a Customer

Customer Field Reference

Field	Values / Meaning
Relationship (required)	End user for an ordinary client; Distributor / Agent / Rep for partner companies (these three are settable by Admins). Decides org-chart presence and sub-account rights — see the Admin section.
Segment	The customer's industry, for reporting and analytics: HVAC, District Heating, Marine, Machinery / OEM, Sugar & Ethanol, Data Center, Food & Beverage, Chemical, Oil & Gas, Power Generation, Pharmaceutical, Pulp & Paper, Mining & Metals, Refrigeration, Distributor, Shipyard, EPC / Contractor, Other. Changes nothing about access.
Tier	Regular, Key Account, or Prospect — a sales-priority label.
Currency	EUR, USD, GBP, or TRY — the default for this customer's offers.
Address	Zip / country / state / city / street. The Lookup button next to the zip code, and Fetch next to the website, auto-fill what they can.
Contacts	Any number, each with name, role (Technical / Commercial / Management), phone, email; one is marked PRIMARY and becomes the default recipient of offers.
Discount / Markup	Eight percentages — a discount and a markup for each of Plates, Gaskets, Frames, Connections. Pricing everywhere follows: Net Price = List × (1 − Discount%), Sales Price = Net × (1 + Markup%). Set once here, applied automatically to every design result and offer for this customer.
Default Commercial Terms	Payment terms, delivery time, Incoterms (EXW, FCA, CPT, CIP, DAP, DPU, DDP, FOB, CFR, CIF), validity days (default 30). These pre-fill new offers.

The customer detail panel also shows the owner and share controls, the contact table, the project list (with Import PDF and + New Project), a location map, and Archive/Delete. The app checks for similar existing names when you save and asks before creating a near-duplicate.

Projects

A project belongs to a customer and groups related design items and offers together.

Creating a Project

Starting a project from an email

Most projects begin with an inquiry email from the client. Instead of typing the project in and finding that email again later, you can make the email itself the project: the customer is recognised from the sender, the project is created, and the client's email is locked in as the project's reply thread from the first day — so every offer, including every revision, goes back as a reply inside the client's own conversation.

Projects you typed in by hand get the same treatment a little later. On the first Send Offer, or whenever you press ✉ Link email on the project page, the app looks at the client's emails around the project's creation date. When one clearly stands out, it is linked without asking and the page shows Replying in: … with a Change link next to it; otherwise the app offers the best three to choose from; if it finds nothing at all, Send Offer simply opens a normal new email, exactly as before.

Project Detail View

Click a project to open its detail view, which shows:

• Value — Value is the latest offer's grand total; before an offer exists it is the list price of the active designs. The same number appears in the Projects list, on the customer's page and on the Dashboard.
• Item Tabs — Each design item as a numbered tab. Click to view/edit. Use + New to add items, Copy to duplicate, Save to persist changes. Each item shows who saved it (by … next to its date); items saved before this was recorded show the project's owner.
• Design Parameters — All input parameters for the selected item
• Saved Result — The selected design result with key data (model, plates, duty, price)
• Offers — List of offers created for this project
• Project Outcome — Track whether the project is won, lost, or pending. Record loss reasons for analysis.
• Notes & Reminders — Add follow-up reminders and internal notes

Items

An item represents a single heat exchanger requirement within a project. A project can have multiple items (e.g., a building with 3 different heat exchangers).

Creating an Item

Items & Projects List Views

• Items — every saved design item across all projects: Item, Customer, Project, Model, By (who saved the design — sortable; items saved before this was recorded show the project's owner), Duty kW, LMTD, Material, Mode, Date — with search, filters, an admin Excel export, and a PLAR button per row that opens the plate-arrangement sequence sheet (downloadable as a document).
• Projects — every project: Ref, Project, Customer, Owner (who manages the project — sortable, and the column header is a filter listing the owners you can see; this filter is per person — unlike the Dashboard and Analytics user filters it never expands to a manager's team), Application, Items, Models, Value, Last Offer, status filter, Date. Click a row to open the Project Detail: revisions (with ACTIVE/FROZEN tags and View / Revise / Rate / Delete per revision), notes, the follow-up reminder, and Quote Documentation (+ New Quote, Regenerate Latest).
• Revisions — each design item keeps its history: revising an item freezes the current state and opens a new active revision, so offers always state exactly which revision they price.

Requesting a Design

When a project needs engineering (a Sales account has no Design tab, and any busy colleague may hand work over): open the project and press Request design…, then pick a designer. The project is shared with them (view and edit — ownership stays yours, your manager still sees it), and it appears on the designer's dashboard under Design requests until they mark it done. The designer creates the items; you build the offer from them as usual.

Reminders

Follow-up reminders keep sent offers from going quiet. They are created from the Send Offer panel ("Remind me if no response in 7 / 14 / 30 days") and surface in four places: the Reminders subnav (with a count badge), the dashboard's Pending Reminders card, the red overdue banner, and the project's own Reminder box. Each reminder can be Snoozed (pushes the due date by the default interval) or Resolved. The default interval is set in CRM → Settings → Reminder Frequency.

Communication Timeline (no typing required)

Because almost all client communication happens by email, the CRM reads it instead of asking you to report it. When your Microsoft mailbox is connected, opening a customer searches your own mailbox for emails exchanged with that customer's addresses — sent and received — and shows them as a timeline in the Communication section (date, direction, subject, which colleague). The customer list shows last contact, so a neglected client is visible at a glance. Only the email metadata is kept (who wrote when about what); the message itself opens in Outlook. Colleagues' correspondence appears too, under the customer's normal visibility rules. Notes remain for the things email does not capture — a phone call, a meeting.

Ownership & Sharing

Every customer, project, and offer belongs to one owner — the salesperson whose book it sits in. Ownership decides visibility (you, your manager, their manager, and so on up the chain). When someone outside that chain needs to work a record:

• Share it — use the Share control on a customer, project, or offer. The recipient (and their managers) can then view and edit it; the owner does not change. Shares flow downward automatically: sharing a customer shares its projects and offers too.
• See who has access — as the record's owner you can open the share list to see exactly who it is shared with, and remove a share at any time.
• Transfer it — an offer (or project/customer) can be handed to a new owner outright with its Owner control; it then moves into the new person's book and leaves yours.

Inquiries (AI Pipeline)

The Inquiries section automates data entry from customer emails and specification documents:

1. Upload — Click "+ New" to paste email text or upload PDF/Excel/Word files
2. AI Processing — The AI extracts customer info, project details, and PHE design parameters
3. Review — Verify extracted data, correct any errors, check missing data warnings
4. Approve — Creates customer, project, and items in CRM automatically

Offers & Quote Generation

The Offers system creates professional quotation documents. Each offer is linked to a project and includes all design items as priced line items.

Creating an Offer

Offer Line Items

Each line item in the offer corresponds to a design item. The offer shows:

• Item number — Sequential number within the offer
• Description — Auto-generated from design result (model, material, plate count)
• Quantity — Number of units (default 1, editable)
• Unit Price — Calculated from price list with customer discounts/markups applied
• Total Price — Quantity x Unit Price

Offer Preview

Click Offer Preview to see a formatted quotation page. This shows:

• Company logo and address (from CRM Settings)
• Customer details and contact person
• Offer number, date, validity period
• Line items with descriptions and prices
• Total price with currency
• Commercial terms (payment, delivery, Incoterms)
• Notes and bank details

Use your browser's Print → Save as PDF to generate a PDF document from the preview.

Bundle Preview

The Bundle Preview generates a complete documentation package in a single document:

1. Offer Page — The quotation with prices and terms
2. Datasheets — Technical datasheet for each line item
3. GA Drawings — General arrangement drawing for each item

This is the document you typically send to the customer — one PDF with everything they need to evaluate and approve the purchase.

Sending the Offer by Email

Projects usually start with an email from the client, and the offer should go back as a reply in that same conversation — not as a new email with a new subject that is hard to follow up. When your Microsoft 365 mailbox is connected, the Send Offer button does exactly that:

Connecting your mailbox (one time)

What the consent means: the app may search your mail (to find the client's email) and create drafts (the reply). It deliberately has no permission to send email — only you can press Send, from Outlook. Your IT administrator can also revoke the access centrally at any time.

Offer Lifecycle

Status	Description	Actions Available
Draft	Offer is being prepared. Prices and items can be edited.	Edit, Preview, Finalise
Finalised	Offer is locked. No more edits to prices or items.	Preview, Send, Revert to Draft
Sent	Offer has been sent to the customer.	Track, Won/Lost/Cancelled
Won	Customer accepted the offer.	View only (terminal status)
Lost	Customer rejected the offer. Record the loss reason.	View only (terminal status)
Cancelled	Offer withdrawn by the company.	View only (terminal status)

Status changes go through the Change Status dialog. Allowed moves: Finalised → Sent / Negotiation / Won / Lost / Cancelled; Sent → Negotiation / Won / Lost / Cancelled; Negotiation → Won / Lost / Cancelled. Lost and Cancelled require a reason — that text feeds the Loss Reasons analytics. Won / Lost / Cancelled are terminal. Draft offers autosave as you type; the browser warns before you leave with unsaved changes.

Revisions

If the customer requests changes after an offer is finalised or sent, press Revise (on the offer, the offers list, or the project's Quote Documentation table) — a new draft revision is created with updated items, and the history keeps every prior version. When the underlying design items change after an offer was made, a banner appears on the project — "Offer … does not match the current design" — with an Update Draft or Revise Offer button, so a stale price never goes out unnoticed.

Offer List View

The CRM → Offers subnav shows all offers across all projects with:

• Search by offer number, customer name, or project
• Filter by status (Draft, Sent, Won, Lost, etc.)
• Date range filter
• Click any row to open the offer detail

Documents

Datasheets

The Datasheet tab renders a professional document for the selected design result. Six types are available from the Datasheet Type selector:

Type	Content	When to Use
Standard	The default engineering datasheet	Industrial and AHRI-mode duties
Commercial	Thermal + mechanical data in customer-friendly format	Offers and quotations (default for HVAC duties)
Technical	Full engineering detail with HTC, Re, Pr, velocity data	Internal review, engineering documentation
AHRI	AHRI 400 certified format	Only offered in AHRI calculation mode
Steam Condenser	Condensation zones (desuperheating, condensation, subcooling)	Selected automatically for steam results
Batch	Batch process data (tank, times, average duty)	Selected automatically for batch results

The app picks the right type for the result automatically; your manual pick sticks for the session. Toolbar: Save Item (saves the design + datasheet to a CRM project) and Print / PDF.

Document Language

Datasheets and offer pages can print in English, Turkish, German, French, Spanish, Russian, or Romanian. Set the language once in the Docs dropdown in the top header — every datasheet print, offer preview, and bundle from that moment comes out in it. The Datasheet toolbar and the offer screen show the active language next to their buttons, so what you are about to print is never a surprise.

• Only the fixed labels translate. Numbers, units, model names, materials, and anything you typed (notes, terms) stay exactly as entered.
• AHRI datasheets always stay English — it is a certified format.
• The setting lasts for your session and goes back to English at next login.
• Correcting a translation — the Super Admin can edit any translated word in Admin → Document Translations. Edited cells are marked and can be reset to the default; corrections apply to everyone's documents immediately.

Datasheets auto-populate with CRM information (customer name, project reference, item code) when working within a CRM context.

GA Drawings (Drawing tab)

The Drawing tab automatically loads the matching General Arrangement drawing for the selected result, using the plate model, design pressure, and calculated frame length. The filter bar (Set Standard/AHRI, Model, Pressure, Length Range) lets you browse other drawings manually; Print / PDF outputs the sheet.

Drawing Library (Drawings tab)

A searchable archive of every drawing file, independent of the current design. Filter by Model, Type — Commercial (PDF), AHRI (PDF), GA (PDF), CAD (DWG/DXF), 3D (STEP/IGES) — and Pressure (P6 / P10 / P16 / P25). Click a result to preview or download. Admins see an + Upload Drawing form (model, type, pressure, frame length range, file) to grow the library.

Plate Arrangement

From the Datasheet tab, click Plate Arrangement to generate a manufacturing sequence sheet. This document is used by the factory to assemble the heat exchanger in the correct order.

• Punch List — Plate-by-plate sequence showing plate number, punch code, TERL code, plate type (L/R/S), and pass number
• Pack List — Summary table of unique plate types with quantities, material, thickness, and total gasket count
• Plate Reference Guide — Visual diagrams showing the difference between Left, Right, and Start plates, and H vs L channel corrugation patterns

Click Download Document to save the arrangement as an HTML file. Print to PDF from your browser.

Tools

Fluids Tab — Fluid Management

The full fluid database with temperature-dependent properties and PED classification. The stats bar counts Total fluids, PED Group 1 (dangerous ⚠), PED Group 2 (✓), mixture families, and custom fluids. Filter by category (Aqueous, Thermal Oil, Refrigerant, Steam, Chemical, Hydraulic & Lube Oils, Custom), by type (Pure / Mix), by PED Group, or search by name / CAS number.

• Detail panel — click a fluid for its freeze/boil points, operating range, hazard statements, PED classification, and material info.
• Property table generator — pick a temperature range and interval and press Generate Property Table for density, viscosity, specific heat and conductivity at each step (spline-interpolated; you may request temperatures beyond the stored range). Mixtures take a concentration input.
• + Add New Fluid — define a custom fluid: name, category, PED group, and temperature/property points (density kg/m³, cp kJ/kg·K, conductivity W/m·K, viscosity mPa·s). It then appears in the Design tab's fluid selector. Editing/deleting fluids is admin-only.

Keyboard Shortcuts

Shortcut	Action
Ctrl+Enter	Run design calculation (from any tab, while on Design)
Escape	Close the topmost modal, popup, or dialog
Tab	Move between design input fields in optimized order
Double-click	On a results row — jump directly to Datasheet for that result

Admin & Settings

User Management

Manage all user accounts in the system:

• Add Users — Create new accounts with username, password, role, and email
• Edit Users — Change roles, reset passwords, update contact info
• Activate/Deactivate — Disable accounts without deleting them
• Unlock Accounts — Unlock accounts locked due to failed login attempts
• Delete Users — Permanently remove accounts
• Calculation Modes — In each user's edit form, tick which calculation standards (Industrial / HVAC / AHRI) and applications (1-Phase / Steam / 3-in-1 / Dual / Batch) the account may run. All ticked = unrestricted (the default). Admins can set this for their own team; the Super Admin for anyone. Super Admin accounts always hold every mode. Unticked modes vanish from the user's Design menus and are refused by the server.
• Documents — In the same edit form, tick which datasheet types (Standard / Commercial / Technical) and drawing types (Commercial / GA) the account may open, and pick the account's default document language (the header Docs dropdown starts there; the user can still switch it per session). All ticked = unrestricted (the default). Unticked datasheet types vanish from the Datasheet Type menu; unticked drawing types disappear from the drawing listings and are refused by the server. Super Admin accounts always hold every document type.

Pending Approvals

When users self-register via the login page, their accounts require admin approval before they can access the system. Approve or reject pending registrations from this section.