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. It takes water, sea water, ethylene glycol and propylene glycol only, as liquids: no steam, Condensation or Evaporation. Also unlocks the AHRI datasheet.
Standard (private-label companies)	The company's base calculation - the same for every design, and the base of every segment.
Company segments (private-label companies)	Listed after Standard: Standard times a heat-transfer and a pressure-drop percentage that the company's admins set (Admin → My Company → Segments). A result made with a segment prints its name on the datasheet.
ARES segments	Listed after AHRI: Standard (the AHRI coefficients) times a heat-transfer and a pressure-drop percentage that the super admin sets (Admin → Model Management → Segments). A result made with a segment prints its name on the 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 the two-phase layout (the same as Condensation and Evaporation): a Saturation row — choose Pressure or Temperature and type it, the other is calculated below the box with the latent heat; Inlet — Quality x (1 = dry, below 1 for wet steam) or a Superheated temp.; Outlet — Quality x (0 = fully condensed) or a Subcooled temp.; the Flow Rate (auto or entered, in kg/s, kg/hr, t/hr or lb/hr). Results include per-zone data (superheated / saturated / subcooled). The cold side can be any liquid of the fluid library — water, a glycol or sugar mix with its ratio, a brine, an oil — and the steam condenser is calculated with that liquid’s own properties in every zone (heat balance, film coefficients, pressure drop, nozzle); water keeps the 180 °C rule, every other liquid its own table range. The steam nozzle velocity is checked against the PHE Control Data’s Side A gas limit (121.5 m/s by default): in Design a candidate above it is eliminated and the reason is listed, in Rating the result carries a warning badge (⚠) in the results table. A double-wall steam condenser carries the double-wall resistance (two 0.40 mm plates plus their contact resistance) exactly as a liquid unit does, and the steam nozzle is checked at the steam inlet state — at the inlet temperature when the steam is superheated.
Condensation	A refrigerant condensing on the hot side (see Condensation below). Choosing it sets Plate Type Semi-Welded and Welded Side Hot Side as the first choice — any plate type can be picked instead; the hot card takes the condensing pressure or temperature, the inlet and outlet states and the flow or the duty; the cold side is any library liquid.
Evaporation	A fluid evaporating on the cold side (see Evaporation below). Choosing it sets Plate Type Semi-Welded and Welded Side Cold Side as the first choice — any plate type can be picked instead; the cold card takes the evaporating pressure or temperature, the inlet and outlet states and the flow or the duty; the hot side is any library liquid.
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, Condensation, Evaporation 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?" A saved Performance Rating reopens as one with View and Revise, and Copy keeps it (items saved before version 4.234 reopen as a Rating).

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 — the load that needs the larger unit, i.e. more heat-transfer area, which is not always the larger duty) and Rated Unit — the same hardware rated at the other load's conditions, showing model, plates, duty, design factor, dP and velocities for that second case. The line above the tabs reads Design: Load … (area) · Rated: Load … (area) — each load with the area of its own cheapest unit. Its design factor is the margin against that load's specified duty — the outlet temperatures shown are the ones you entered for it — so it reads exactly like the Design table.

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.

The results list each solution with its two sections (channel, plates and design factor of each), the total plates and the primary pressure drop; click a row for its detail. The Datasheet tab prints the selected unit's 3-in-1 sheet. 3-in-1 units cannot be saved as items yet: print the datasheet instead.

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. The exchanger cannot exceed 180 °C: a water temperature above it — and a steam saturation or superheat temperature above it — is calculated with the properties at 180 °C and flagged on the results.	-20 to 180 °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 and sugar solutions. Affects fluid properties significantly. Only the range covered by the property tables can be calculated — a ratio outside it is refused with the limits named, and the % box carries them as its min/max.	Ethylene Glycol 5–100%, Propylene Glycol 5–100%, Sucrose 10–60%
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, Semi-Welded. All runs every plate model, the semi-welded ones included (calculated with the welded side hot). Double Wall is two 0.40 mm sheets on every model that offers it (not A2A / A3A), up to 16 bar design pressure — above it no double wall is calculated. Its price and weight are its own 0.40 × 2 row in Model Management; a row not filled yet shows the plate On request and leaves its weight out, with a warning. Semi-Welded runs the semi-welded plates alone (ASW2S, ASW4S, ASW6M, ASW8L; Chevron, Free Flow and Double Wall leave them out) and opens the Welded Side selector beside it — Hot Side (default) or Cold Side: that stream flows through the welded channels inside the welded plate pairs (cassettes), the other through the gasketed channels between them, and each side is calculated with its own heat-transfer and pressure-drop coefficients. A semi-welded unit is whole cassettes, so its plate count is even; the datasheet prints Semi-welded, welded side: Hot (or Cold). Semi-welded plates are not offered in 3-in-1 or AHRI designs. Run asks first when a side carries a sugar or pulp fluid (Sucrose, Sugar Cane Juice, Beet Juice, Corn Syrup 67 Brix, Crushed Tomato) or a liquid above 100 cP at its mean temperature, while Plate Type is All or Chevron and Models is All: Free Flow (AWG) or the deep A plates (A2A, A3A, A4A, A6A), or all plate types.
PV Code	PED (default) or ASME — also filters which connections are offered on the results. Choosing ASME switches the form to the US unit set and choosing PED to SI; you can pick any unit set after that (PED with US, ASME with SI). ASME frames are rated 150 psi or 300 psi: the model name shows the class the design pressure needs (P150 up to 150 psi = 10.3 bar, P300 up to 300 psi = 20.7 bar), whatever unit you type it in; 300 psi itself is the highest ASME design pressure. The datasheet's test pressure is the design pressure × 1.3 under ASME and × 1.43 under PED — an item can carry its own factor (see Item Tabs).
Models	All (default), one plate model, a whole series or several models. Click the box: Series opens the series under it (e.g. A4 series = every A4 model the plate type offers; the free-flow AWG and the semi-welded ASW plates are series of their own), then the models follow one by one. Several models… at the end of the list lets you tick any models — a series' own box ticks all of it — and click OK; the ticked set then stays in the list, just above Several models…. Rating and Batch Rating rate one model, so there the list offers the models alone.
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%). The frame — and so the carrying bars, the L= on the datasheet — is sized for that many more plates. A value above 200 % is cut to 200 and a message says so (Extra Plate Capacity limited to 200 % (1000 entered)). When no frame of the model holds the plates plus the reserve but one holds the plates, the unit takes the longest frame and its result warns how much room there is (Extra plate capacity: room for 12 more plates (44 %), not the 100 % asked); a unit is never left without a frame or a frame price. Rating works the same way, and refuses a unit that no frame of its model holds. To pick a carrying bar length yourself, use Carrying Bar above the results.
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. Passes: 1 to 6, up to 10 for AWG models — the same counts Design searches. Mix: a percentage, or choose channels beside it to enter the number of mixed channels (even, both sides together)
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

More units in each selector. Besides the units of the three sets, every unit selector offers more. Flow: kg/s, kg/hr, t/hr (metric tonne), lb/hr, lb/min, lb/sec, slug/hr, m³/hr, m³/s, L/hr, L/min, L/s, mL/s, ft³/hr, ft³/min, GPM and GPH (US gallon). Duty: kW, W, MW, kcal/hr, BTU/hr, kBTU/hr, RT (refrigeration ton, 12,000 BTU/hr = 3.517 kW) and hp (mechanical horsepower, 0.7457 kW). Pressure drop: bar, kPa, MPa, Pa, psi, atm, at (technical atmosphere = kgf/cm²), kgf/cm², torr, inHg (mercury at 0 °C), ftH₂O and inH₂O (water at 4 °C). The steam, condensation and evaporation flows and the two batch flows take the mass units only. Changing a unit converts the value in the box; the calculation always runs in SI, and the datasheet prints the flows and pressure drops in the units you chose.

The Design Results follow the unit set too — the table and its headers, the Design Input line, the detail panel and the comparison. In US: area in ft², LMTD in °F, pressure drops in psi, velocities in ft/s, U and film coefficients in BTU/h·ft²·°F, duty in BTU/hr, flows in lb/hr, weights in lb and frame lengths in inches; in Metric: duty in kcal/hr, U and film coefficients in kcal/h·m²·°C, flows in kg/hr. Clicking SI, Metric or US redraws the results at once, without a new calculation: the results are calculated and saved in SI, only what you see changes. The plate thickness stays in mm (a catalogue size, as on the datasheet) and the latent heat in kJ/kg; the Excel export, the Rated Unit card of a Dual Condition design, 3-in-1 results and the Batch summary stay in SI. A reopened item, your own default or a copied item comes back in its own units, and the SI / Metric / US buttons show the set it is in.

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, and the ratio you enter there is what the datasheet's MEDIA row prints — Propylene Glycol 30%. The ratio is required: with the box empty, 0 or outside the fluid's table range — Ethylene Glycol 5–100%, Propylene Glycol 5–100%, Sucrose 10–60% — the calculation stops with an error that names the fluid and its limits (on the screen and at the server), so a mixture is never calculated as plain water or as the nearest table; the % box shows the range as its min/max, and every mode (design, rating, dual, batch, 3-in-1) applies the same rule; a datasheet reopened from an old item that has no ratio still says (mix). The ratio is saved with the item and comes back into the box when you reopen it. The first entry, + Add New Fluid, opens the custom-fluid editor for everyone who runs designs (the Super Admin can correct any fluid — see the Tools section). Save it and you come back here with the new fluid selected on the side you started from; close the editor without saving and you come back unchanged.

Where the liquid data come from. Ethylene and propylene glycol / water are CoolProp’s mixture data (mass %), from each mixture’s freezing point to 100 °C; above 100 °C the library’s 5, 15, 25 and 35 % tables continue, joined smoothly at 100 °C. A ratio between two tables is interpolated between them (5–100 %; a 60 % propylene glycol table is included). The refrigerants Ammonia, R134a, R22, R290, R32 and R410A used as a liquid take CoolProp’s saturated-liquid data over their range (−40 to 80 °C; R32 −35 to 60 °C, R410A −40 to 55 °C). A liquid refrigerant stays liquid only above its saturation pressure, so the calculation needs a design pressure at or above the saturation pressure at the hottest point of its stream: the hot inlet on the hot side, the cold outlet on the cold side (in a Performance Rating, which has no cold outlet yet, the hot inlet). Otherwise it stops with a message that names the pressure needed; above a refrigerant’s range it is not calculated.

Set as Own Default

Enter the inputs you start most items with — for example Hot Inlet 80 °C, Hot Outlet 70 °C, Cold Inlet 15 °C, Cold Outlet 50 °C and a duty of 1000 kW — and click Set as Own Default under the heat-balance line. The whole Design form is saved as your own default: every value with its units, the fluids and mixture ratios, the design settings, and which process values you entered (the calculated ones are worked out again). From then on every new item starts from it — + New Item, and the Design form after you sign in — on any computer you sign in on. Saving again replaces your previous default; working on an item never changes it.

• Only a set whose heat balance closes is saved: the hot side, the cold side and the duty must agree within 2 % (the status line reads Heat balance OK; the duty with the four temperatures is a complete set, the flows are calculated from it). Otherwise nothing is saved, your previous default stays, and the page says Cannot set as default. The entered values do not satisfy the heat balance. The check is made again at the server with the app's own fluid data.
• 1-Phase (Design and Rating), Steam Condensation and Condensation inputs can be saved (a condensation set is checked on its refrigerant's own saturation data), and so can Evaporation inputs (checked the same way). A Performance Rating has no duty to balance, so it cannot; for Dual, 3-in-1 and Batch the button is off and those items open with the standard values.
• Reset goes back to your own default — the standard values if you have not saved one. Copy Item copies the item, and a saved item always reopens exactly as it was saved.
• In a project that already has items, a new item keeps the units and PV code of the item before it; everything else comes from your own default.
• Your default is yours alone — nobody else's form changes when you save it.

Item Tag

The item context bar at the top (Project, Customer) has an Item Tag box: type the unit's tag number from the project specification (HX-101, E-2001 A/B — up to 40 characters). A saved item's tag is saved when you press Enter or leave the box (Saved appears beside it); a new item keeps it and saves it with the item when you press Save. + New and Copy start the next item without a tag. It prints on the offer (Tag No.), the datasheet (TAG NO.) and the plate arrangement report.

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. Reopening a saved item (View, Revise or Rate on its project page) brings the form back exactly as it was saved — fluids and mixture ratios, the process values you entered (the derived ones are recalculated from them), the unit selections, allowable pressure drops, fouling, design pressure and temperatures, PV code, plate type, plate and gasket materials and the model filter.

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). Each pass is calculated with the channels it really has: 11 plates in 3 passes give 5 channels a side, so the passes carry 2 + 2 + 1 channels (a locked AHRI version keeps the calculation it was certified with)
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.

Time limit and busy server. A calculation may run for up to 60 seconds. If it would take longer it is stopped with a Calculation Stopped message and a reference — choose a plate model or relax a limit and run it again. You run one calculation at a time: while it runs, a second one of yours is refused (Please Wait). When several people calculate at once the server takes a few at a time and asks the others to try again in a few seconds; pages keep loading for everyone meanwhile. In a batch, the items the time limit did not reach come back as Not calculated — run them again in a smaller batch.

Results Summary Strip

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

• 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. On an item saved before version 4.234 the app asks you to run the design again first: that saved result carries no connection prices. 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. A changed connection re-sizes the unit at once: the app recalculates that one model with those connections and replaces its row — the other rows keep their default connections. With a connection you chose, the port velocity may go up to 6 m/s where the standard limit is lower. When no plate count can work with the chosen connection, the app says why and the previous connection stays. On a reopened item, which has no calculation behind it, the app asks at the datasheet, on back or on save whether to re-optimize the plate count (Optimize plates / Continue without optimizing / Cancel).
• 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.
• Carrying Bar — the frame (carrying bar) length of the selected result. The list shows every length of its plate model at its pressure class, shortest first, with the most plates each holds (1,000 mm · 100 plates). Pick a longer bar and that result takes it: length, weight and price, and the datasheet's L=, the drawing, the saved item and the quote follow. A bar that cannot hold the plates is marked too short and refused with a warning (104 plates do not fit in a 1,000 mm carrying bar - it holds 100); nothing changes. Revise and Rate keep the chosen length when the new plate count fits.

Results Table Columns

Column	Meaning
Checkbox	Tick 2–4 rows and press Compare Selected for a side-by-side comparison (exportable). A ticked row is filled in and marked down its left edge, so you can still see what you picked after scrolling a long list.
Price	The header itself is a dropdown: show List, Net, or Sales price (default Sales). Prices already include this customer's discounts and markups. In a private-label company, Net is the company's price after its discount and Sales is after its markup; only the company's admins see List.
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. On a laminar row (Re below 300 on a side) the Laminar Flow Warning follows half a second later.
Double-click	Instantly opens the Datasheet tab for that result. The datasheet is pre-populated with all design data. On a laminar row the Laminar Flow Warning comes first: OK opens the datasheet, Escape stays on the results.
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.

Finding your way around

On a desktop screen the CRM's objects — Customers, Projects, Items, Offers, Inquiries, Follow-ups, Analytics and Settings — are entries in the navigation rail on the left, in the Sales section directly under CRM (which opens the Dashboard). Inquiries and Follow-ups carry a badge when something is waiting. The arrow next to CRM shows or hides these entries: they open by themselves while you work in the CRM, and on the other sheets they stay the way you last left them on this device. On a desktop window narrower than 1440 px the rail starts as icons only so wide lists get the room; the collapse / expand button at the bottom of the rail remembers your choice, and the signed-in user and role always stay visible there. On phones and tablets the same views are the tabs across the top of the CRM sheet.

Customer and project pages are record pages: a highlights panel at the top (name, key facts, owner, the actions; a project's value carries the latest quote's number and status beside it, and the number opens that quote), the related lists as cards on the left (projects, contacts; items & revisions, quotes) and the details, communication, notes and follow-up in the column on the right. Statuses are shown as coloured pills everywhere: Open / Won / Lost for projects, Draft / Finalised / Sent / Negotiation / Won / Lost / Cancelled for quotes.

Dashboard

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

• Needs your attention — the work list: access requests (a colleague asking to be let into one of your customers, with Approve / Decline — approving shares the record, ownership stays with you; your manager sees the same request), overdue follow-ups (with Log follow-up / Open) and quotes drafted but not sent (one line per project, newest draft, with Open). When all are empty it says so. Your access requests underneath shows the requests you made and their answers — each by the name you saw when you asked, even if the record has since moved out of your reach (a request made before version 4.050 keeps no name and says so). The list of follow-ups and quotes follows the same company / user / My Data filter as the rest of the page; the access requests are always your own.
• Key figures strip — open projects, pipeline value (latest quote per open project, else list price), win rate, overdue follow-ups, quotes not yet sent.
• Header bar — greeting 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.
• Recently updated projects — the ten most recently updated projects: Ref, Customer, Project, Managed by, Company, Items, Total Value, Outcome (Open / Won / Lost pill), Updated.
• Top Pending Deals — the highest-value open projects, next to a three-column pipeline (Pending / Won / Lost, each with count and total value).
• Follow-ups due — due and overdue follow-ups with Log follow-up / 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…).

Fold what you do not need. Every card on the Dashboard has an arrow at the left of its title: click it to fold the card down to its title, which keeps the card's count where the card has one; click again to open it. The Dashboard remembers the folded cards on this computer, for you alone; everything starts open. Design requests (projects a colleague asked you to design) come second, right under Needs your attention. Needs your attention has a switch: Sent by me (the default) lists the quotes you prepared or own and the follow-ups of the projects you manage, and the figures above and Follow-ups due count the same rows (with (all: N) when everything you can see has more); All my projects lists everything you can see, shared projects and your team's included. The choice is remembered the same way. A long list shows ten rows; Show all opens the rest.

Customers

The Customers view uses a split-panel layout: customer list on the left, details on the right. The list shows 30 companies at a time — Show more at its foot adds the next 30, and the count beside it says how many of the total are shown; a new search starts at one page again. On a desktop screen the list is a panel beside the record: it stays in place while the page scrolls and scrolls inside itself, so the page is never longer than the record. The Owner shown on a customer, project or quote is the person's full name.

Creating a Customer

Duplicate companies

Every customer carries a company key: the name without case, accents, punctuation, dotted abbreviations or a trailing legal form — so Pegasus Automation Sdn bhd and Pegasus Automation Sdn. Bhd. are one company, as are SEDICAL S.A and Sedical SA. Saving a customer whose key is already registered within your team (the people under your manager; your whole reach as a manager) is refused with already registered, naming the record and its owner: open it if it is yours or shared with you; otherwise press Ask the owner for access (with an optional note). The request appears on the owner's Home page — and on their manager's — with Approve / Decline: approving shares the record with you (you can open and edit it and add your project there; ownership does not move), declining closes it with a reason. You see the answer under Your access requests on your own Home page; one request at a time per company. A merely similar name (a different key) still asks you to confirm — including a name that is another company's name with more words, such as Nordwind and Nordwind Refrigeration Iberia. The same rule applies when you rename a customer, and a project created from an email or an inquiry attaches to the registered company instead of creating a twin. Customers under another manager are never revealed by this check. There is no way around it: a registered company cannot be created a second time by anyone, administrators included — the record is opened, shared or merged.

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	USD or one of the currencies the app has a rate for: the ten major currencies (EUR, JPY, GBP, CNY, AUD, CAD, CHF, HKD, SGD, SEK), TRY, INR, SAR, AED, QAR and KWD. This customer’s offers are written in it.
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). These pre-fill new offers. New offers are valid for 30 days by default; change it on the offer.

The customer detail panel also shows the owner and share controls, the contact table, the project list (with Import PDF, + New Project and + Parts quote — a quote with no design behind it: spare parts, gaskets or services typed in as manual lines; a project named after the job is created to hold it and a draft quote opens at once), 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

Responsible person. The project page shows Responsible person: with the name. An administrator changes it with its control; the responsible person can press Change and hand the project to someone of their team. Every new quote and revision is sent by the project's responsible person, whoever presses the button (if that person's account is no longer active or their access has ended, the person who presses it). Quotes made before keep the name they printed. When you make a project for someone else, or hand it over, the customer is shared with the new responsible person and — if they are outside your own team — the project stays shared with you, so you can still open it and quote.

Client contact. The project page shows Client contact with the name and e-mail; anyone who may open the customer can press Change and pick another of its contacts (someone the project alone is shared with sees the contact's name and e-mail only). Every new quote of the project starts with this contact as its Contact person, which you can still change on the quote itself. A revision keeps the contact person of the quote it revises. Quotes made before do not change. If the chosen contact is deleted from the customer, the project uses the customer's primary contact.

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 — from the addresses on the customer record and from anyone on the customer's mail domain. 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 eight 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. Click the active item's tab to set its test pressure factor: the datasheet's test pressure is the design pressure × this factor (PED 1.43, ASME 1.3 by default; 1.0 to 1.5; Back to the default returns to the PV code's). It is for that item only — a saved item keeps it at once, a new one with its Save, and Copy carries it to the copy. + New opens the next item in the units and PV code of the item before it — the item you are on, or else the project’s last item; a project’s first item takes them from your own default (or SI and PED).
• Deleting an item — an item quoted on an offer that has left draft (finalised, sent, in negotiation, won, lost or cancelled) cannot be deleted: that offer went to the customer and is never rewritten. The app names the offer: This item is in offer Q260951 (sent), which keeps it - revise the offer and remove the item from the revision while a draft of the project still quotes it (use Remove from this offer on that revision to take the unit off the quote), and … which keeps it - it cannot be deleted once no draft quotes it. On a draft offer the delete takes the item’s own lines off the draft — its unit, its spare parts, its share of an accessory line — and the draft’s totals follow; an item on no offer is deleted as before.
• 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. Marking a project Lost asks why: pick one of the standard reasons (brand not approved, brand unknown to the client, price too high, lost to a competitor — then name the competitor — alternative technology chosen, delivery time too long, technical / specification mismatch, budget not approved, project postponed or cancelled, no response from the customer) or Other with a note, which is then required. Marking it Won asks why as well (best price, shortest delivery, best technical solution, brand approved / specified, quality and certifications, existing relationship, local presence and support, only or preferred bidder, or Other with a note). The reason and note show beside the outcome on the project page, in the project's Activity, and feed the Loss Reasons, Win Reasons and Lost to tables in Analytics.
• Cancel project — Projects are not deleted: a project you no longer pursue is cancelled. Cancel project at the top of the project page (for the people who could delete a project before) asks for an optional reason. The project keeps its items, quotes, documents and history and stays readable, but it is read-only until someone presses Reactivate: no new items or calculations, no quote changes, no follow-ups — the app answers This project is cancelled - reactivate it first. A note can still be written (the Follow-up box takes a note only), and a competitor datasheet cannot be uploaded to it. Its follow-up stops, and reactivating an open project brings it back. The Projects list shows Active projects by default; pick Cancelled or All in its last column. Home and the open (pipeline) value leave cancelled projects out; the customer's page lists them with a Cancelled badge, and Analytics keeps them in its history.
• Download documents — the Download documents button in the project's Items & revisions box saves the documents of the project's items as one zip file, for your own offering system. The Documents To Include window (see Documents To Include under Offers) asks first which documents go in. One folder per item (item number and tag) with the documents you chose: the datasheets, the drawings (3D and CAD files exactly as uploaded), the Model Card and the Plate Arrangement report as a PDF (the report the Plate Arrangement window shows; Turkish when your document language is Turkish, otherwise English) — never a price. What an item cannot have (no saved design, no drawing in the library, no Model Card for its model) is listed in NOT_AVAILABLE.txt. Each download counts as one document in the monthly allowance; read-only accounts do not have the button.
• Activity — every project and every customer page shows first what people wrote (signed with your name and the time; notes are permanent, a correction is a new note), then a closed History fold with what the software did to the record — created, item designed, quote created / sent / status changed, won or lost with the reason, follow-up date set, owner changed, shared, contact added, competitor datasheet added. On a project the notes are written in its Follow-up box (below); on a customer page Add a note keeps an account note. A customer's page also carries its projects' notes (the ones you may open), each with the project's ref as a link. Home shows the latest notes across your projects.
• Follow-up — one box for the project's follow-up: the next date (red when overdue), What happened? and the next step — 1 week, 2 weeks, 1 month, a date, or Close (no further follow-up). Save needs a note, and while the follow-up is due also a date or Close: a follow-up is cleared only by writing what happened. The note shows the date it set (→ next 12 Oct). A date already planned stays unless you pick another, so a note on its own is fine then. Won and Lost end the follow-up; a decided project still takes 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, Tag (the unit's tag number from the project specification — click the cell to add or change it, an item without one reads + Tag; Enter or clicking elsewhere saves, Escape cancels; the search finds tags too; the project page shows the tag beside the item number and edits it the same way), 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 report (REPORT and ARRANGEMENT, each with its own Print button).
• Projects — every project: Ref, Project, Customer, Region and Country (the customer's country and its region — Europe, Middle East & Africa, North America, Latin America or Asia-Pacific — set automatically from the customer's country, so they change with it; the Region header is a filter, and both sort), 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, 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.
• Long lists — both tables show 50 rows at a time; Show more at the foot adds the next 50, and the count beside it says how many of the total are shown. A new search, filter or sort starts at the first 50 again. The Items list's Excel export carries the same columns as the screen, including By and Tag No.
• Item Tag — one tag per item (every revision shows it; changing it recalculates nothing and makes no revision), set by everyone who can save the item's design. + New and Copy start without one. A quote's unit line keeps the tag it was made with: a sent quote never changes, and when a tag is added or changed after a draft was made, the project page says Item tags changed since the draft and Update Draft takes the new tag.

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.

Follow-ups

Every project has one follow-up date. It is set when the project is created (CRM → Settings → Reminder Frequency, default 30 days), moved by a new design revision and by the Send Offer panel ("Remind me if no response in 7 / 14 / 30 days"), moved or closed by Log follow-up, and ended by Won or Lost.

The Follow-ups page (in the menu, with a count of overdue follow-ups) has two lists. Due: the projects whose follow-up is due within a week, overdue first, each with its last note and a Log follow-up button that opens the same form as the project's box. Done: the follow-up notes written in a period (this week, last week, this month or your own dates), with a line per person — notes written and follow-ups overdue. Both lists can be narrowed to one person. You see your own projects; a manager also sees the team's; an admin sees everything their company may see.

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 — and with anyone writing from the customer's own mail domain, so a colleague of your contact counts too (free-mail providers such as gmail.com are never searched by domain) — 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. The control asks before anything moves — Cancel changes nothing and shows the current owner again; for a customer or a project you choose whether its projects/offers that are owned by the same person move along (Only the project / Move its offers too).

Competitor datasheets

When a customer shows you a competitor's datasheet, add its values to the bank: CRM → Competitors → Upload datasheet, or Upload on a project's Competitor datasheets card (the datasheet is then linked to that project). Anyone who can edit the CRM can upload. In a private-label company the upload is the whole feature: there is no Competitors list and uploaded datasheets are not shown again.

1. Choose the files. A PDF or a picture of a datasheet (PNG, JPG); you can choose several at once and they open one after the other. The app reads a PDF itself (Alfa Laval, Kelvion and Danfoss layouts; no AI) and fills in the values it found — they have a blue edge, so check each one against the page shown beside the form. A file with several datasheets gets one tab per datasheet. Kelvion prints no U value: the app calculates it from duty / (area × LMTD) and marks it calculated. For a picture or a layout the app does not know yet, type the values in; every number has its own unit menu. Anything the app could not read is left empty — fill it in from the datasheet; enter what the sheet shows, never an estimate. Choose the Country of the project the datasheet was made for — it is required, and the software assigns the region from it: Europe (the EU and the rest of Europe, incl. the UK, Switzerland, Norway and Türkiye), Middle East & Africa (the Gulf, the Middle East and Africa), North America, Latin America or Asia-Pacific; an upload from a project proposes its customer's country. Pick the Competitor and the Model from the lists (the approved makers and their models). The model is the plate model only (AQ10T, A110): what the datasheet prints after it — the frame and the plate arrangement, such as BFG (94H+15ML)/(94H+15MH) or IS25-411-TMTL73 — goes into Unit / plate arrangement (the software splits a full designation it reads or you type), and Model not stated on the datasheet covers a sheet that does not show the model. Choose Not in the list… to ask for a new brand or model — an ARES admin approves it, your datasheet waits as a draft (Send for approval) and is added to the bank when approved. You see your waiting datasheets on Home and on the Competitors page. Fields marked * are required.
2. Settle every field. The form opens with I could not read N fields and lists them with links: type each value from the datasheet; an optional value the sheet does not print gets the Not on datasheet tick. A blank is never stored silently — Save waits until every field is settled.
3. Save. Save to the bank stores the values and moves on to the next file; Skip this file leaves one out. The same file cannot be added twice. On saving, the software checks the numbers against each other: the heat balance of each side with a flow (the app's own fluid data), the U the duty needs against the printed U (5 %), the direction of the four temperatures, the terminal differences, the NTU, the pressure-drop and size ranges, and a twin already in the bank (same brand, model, duty, temperatures and area). An impossible datasheet (wrong temperature direction, a twin) is refused with the reason; a doubtful one is saved as needs review and stays out of the warnings, estimates and firm cards until an ARES admin clears it.

Overview. The Competitors page opens on one card per firm — how many datasheets, how many AHRI and Standard, and the NTU, U and pressure-drop ranges they cover (pressure drops in bar). Click a card for the firm's window: choose a pressure-drop band (0.30–0.50 bar, say) and the chart shows U against NTU for the datasheets in that band — AHRI filled, Standard hollow, a crossed point is an outlier the model leaves out; every point names its datasheet. U – ΔP is the same chart the other way round, for an NTU band. Narrow the window to one group or one fluid pair; the datasheets in the band are listed underneath with Show Competitor Values. A datasheet's pressure drop is the larger of its two sides — the pressure drop the unit was designed to. Nothing in the window is fitted or predicted: it draws the bank's own datasheets.

Choose AHRI or Standard for each datasheet: the app shows the AHRI wording it found on the sheet (a picture has none — choose from what it shows), and AHRI datasheets are compared only with AHRI designs. The Datasheets tab lists every datasheet in the bank with search, standard and archive filters; Show Competitor Values opens a datasheet's values in a floating window on the page. The uploader can correct the values later with Edit.

Competitor analysis

Tick Competitor analysis next to Run Auto-Selection on the Design page before you run a one-phase design or rating (a private-label company: when its package includes it). When the results appear, a window compares the first unit with the three competitor designs nearest your job's NTU: the same fluids, one per competitor where the bank has three; AHRI designs are compared with AHRI datasheets only, all others with Standard datasheets. For each it shows the NTU, the Surface for this job (their installed area scaled to your duty and NTU, keeping their U and their margin) and the U against ours with the difference in %, a verdict — Close enough within 5 %, They are more competitive or We are more competitive — and a short description; when they are ahead it names what the numbers point at: a lower over-surface target, the fouling factors, a higher allowable pressure drop, or another plate model or channel type. Skip, Revise design and Revise performance close the window and leave you on the Design page. The Competitor reference note above the results appears for the same run only; without the tick the results show nothing from the competitor bank. The tick clears itself after every run.

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.

Every offer also carries a Packing line above the total: pick the packing type — Wooden Pallet, Wooden Box, SeaWorthy Packing or Custom Packing — and enter the packing cost in the scope table; a cost of 0 prints as Included. The type is always named on the document, and a revision keeps the packing of the offer it revises. Standard packing costs by model and packing type will follow.

A Freight line follows the same rule: pick the method — By Vessel, By Air, By Truck, By Courier or Ex Works — and enter the freight cost; 0 prints as Included, or Not included for Ex Works. The line no longer needs to be typed in as a manual item.

Creating an Offer

AHRI quotes (QH). AHRI units go on an AHRI quote only, numbered QH on its own monthly counter (QH2610N; a private-label company with a number code: UNX-QH2610N). In a project with AHRI items and other items, + New Offer asks which quote to make; a project with AHRI items only makes an AHRI quote. A standard quote never carries an AHRI unit, and its bundle prints none of their datasheets or drawings. Older quotes keep their numbers.

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); a unit's name cannot be edited — it matches its datasheet
• Tag No. — Under a unit's description, its item's tag: Tag: HX-101 in the editor, Tag No.: HX-101 on the offer page, the bundle and the PDF, in the quote's language. The line keeps the tag it was made with; Update Draft takes the item's current one.
• Quantity — Number of units (default 1, editable)
• Unit Price — Calculated from price list with customer discounts/markups applied. A unit whose design has a part without a list price is On request: no price, left out of the total, until you type one. A price you type on a unit is marked Typed: Update Draft keeps it while the unit is the same, and so do Remove from this offer and Add back. A redesigned unit (another model, plate count, material or connection) takes its design’s price, and the page says so: Item 1 was redesigned - its typed price was replaced by the design price. Empty the box to take the design’s price again. A price typed before version 4.245 carries no mark: the first Update Draft replaces it - type it again once. A revision of a sent offer quotes every unit at its design’s price.
• Total Price — Quantity x Unit Price
• Optional — Tick the box beside a line's name (a unit, an accessory, a spare part or a line you added) to quote it as an option: the offer prints (Optional) after its name and Optional in place of its total price, still with its quantity and unit price, and the line is left out of every subtotal, the grand total and the project value. The box is on draft offers; Update Draft and a revision keep it.
• Remove from this offer — On a draft offer (a revision or any draft) the − at the end of a unit's line takes the unit off this quote: its line, its spare parts and its share of an accessory line go, the accessories regroup (a typed price stays with its unit size, the Optional boxes stay), and the totals follow; the quote’s bundle, its e-mail attachment and its drawings leave the unit out too. The offer remembers it: Update Draft and the next revision leave it out (a new quote of the project starts with every item again). The item stays in the project and in every offer that was sent. Under the table, Removed items lists them; Add back quotes one again as Update Draft would — its current design, at its last quantity, with its Optional box, and with the price typed for its accessories when no other unit of its size is on the quote; if it was the last unit, its spare-part packages and accessories come back with it. A finalised or sent offer cannot change: revise it, then remove the unit from the revision.

Additional items — spare-parts packages

Under the items table, Additional items offers three standard spare-parts packages on every quote, sized automatically from each quoted unit (its plate count, double-wall or not, times the line quantity). Percentages are rounded up to at least one piece; gaskets count plates + 1.

The block opens folded: Additional items and Accessories each show only their title, with how many are ticked (1 selected). Click a title to open its whole list, and again to close it; a list you opened stays open while you tick its boxes. A warning that a unit got no spare parts stays in view under the titles.

Package	Per unit
Commissioning Spare Parts	1 end plate, 1 first plate, 2 % channel plates, 2 % gaskets
2-Year Spare Parts	2 end plates, 2 first plates, 2.5 % channel plates, 5 % gaskets, 1 bolt set
5-Year Spare-Part Set	2 end plates, 2 first plates, 5 % channel plates, 40 % gaskets

Every spare line names the plate it is a spare for: the unit's model, the part, its hole code and channel letter as the Plate Arrangement registers them, then the plate material and thickness — for example A20M Channel plate 1234 H − AISI316L 0.5 mm. A gasket line carries the gasket material instead (A20M Gasket − EPDM HT). The model is on every line because one quote can hold several units with different models, so a line can be ordered on its own. Where a unit mixes channel types (an ML58 arrangement holds both M and L plates) each channel type gets its own line, sized from how many of that plate the unit actually has.

Ticking a package adds its lines to a Spare parts subsection of the table, grouped by unit and package, one line per part; unticking removes them. The lines are priced at the list price — the customer's discount and markup never apply to spares. Quantities and unit prices stay editable, a line can be deleted, and one Section discount % applies to the whole subsection: Spare parts total = subtotal × (1 − discount %); the grand total is the other lines plus the spare-parts total. Only the package you toggle changes: the lines of a package that stays ticked are left alone, so an edited quantity, a typed price or a deleted line survives the other toggles. Refreshing the designs regenerates the lines from the current designs (a typed price is kept where the price list has none), and a revision keeps the selection and the discount. A unit whose design has no plate count gets no spare lines — the editor says so under the boxes. The subsection prints on the offer preview, the bundle and the PDF only when a package was selected.

The packages need a design line to size from: on a quote without one — a Parts quote, or before the project's first design has been added — the boxes are disabled and read Spare packages are sized from a quoted unit — this quote has none yet. Save a design to the project, then use Update Draft (or Regenerate Latest) on the project page to bring it into this quote.

Additional items — accessories

Under the spare-parts boxes, Accessories offers goods supplied alongside the units. Unlike the spare packages they are not sized from a design, so they can be quoted on their own — on a Parts quote too.

Accessory	Lines it adds
Aluminium panel insulation	One line per unit size: units of the same model and pressure class, frame length, plate count and plate thickness share one line at their total quantity, named with the frame length and L1 at min / max tightening, as the datasheet's assembly length (A12L-P16 L=600, L1=131/136 Drip Tray). When two lines would read the same (another plate count and thickness with the same L1), each also names its plate thickness (A12L-P16 L=600, L1=131/136, 0.5 mm Drip Tray). A design saved without a frame length or L1 keeps a line of its own, named with its full designation (A20M-P10-30-H Drip Tray)
Protective shroud
Drip tray
Wrench spanner	One line for the whole quote — tools for the job, not parts of an exchanger
Hydraulic tightening tool set

Ticking one adds its lines to an Accessories section of the table, between the scope of supply and the spare parts; unticking removes them, and edits on an accessory that stays ticked survive the other toggles. Accessories read On request until they are priced — a line the price list has no price for (for its unit size) arrives flagged price missing, prints On request on the quote and is left out of the total until someone types a price; a unit accessory the price list does price for its unit size arrives with that price. A price you type is kept: Update Draft and a revision never overwrite it. Their money is part of the scope-of-supply total, not the spare-parts subtotal: the section prints its own subtotal for reading, and the spare-parts Section discount % never applies to them. A unit accessory’s quantity is its units’ quantity: it is shown, not typed — change a unit’s quantity instead (a tool’s quantity can be typed). Tick a unit Optional and its accessories move to a line of their own, optional with it (untick that line to count it after all); untick the unit and they join the counted line again. The section prints on the offer preview, the bundle and the PDF only when an accessory was selected.

Update Draft and a revision keep the accessories. The unit accessories are rebuilt from the current designs: the quantity follows the units, a typed price stays with the unit size it was typed for (a unit redesigned to another size gets a line of its own, priced from the price list or On request), a price from the price list is read again, and a line stays Optional when every unit it holds was ticked. The tools keep their lines as they are. A unit accessory line you delete comes back on the next Update Draft while its units are still quoted, as a spare-part line does. An offer made before this change keeps one line per unit until its next Update Draft.

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
• Prices and total in the offer’s own 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.

The offer date is the day the offer first leaves draft: the day it is finalised — or, for an offer sent (or set to negotiation, won, lost or cancelled) straight from draft, the day of that move. It is set once and never moves: later status changes and sending it again leave it as it is, and it cannot be typed by hand. Until then a draft shows the day it was created. The validity period (the editor’s Expiry) counts from it. A revision gets its own date when it is finalised; the offer it replaces keeps its own. Offers finalised or sent before version 4.234 keep their creation date. The datasheets in Bundle Preview and in the downloaded bundle print the offer’s date; a datasheet printed from the Datasheet tab or from an item prints today’s date.

Currency. An offer is written in its customer’s currency. The price list is in USD: prices that come from the designs are converted at the exchange rate a super admin sets, pinned on the offer when it is created — the editor says which rate, under the lines. The offer keeps that rate for as long as it is valid, and so does a revision (-r1) made in that time; a revision made after it takes the rate in force then. Lines, packing and freight you type yourself are already in the offer’s currency and are never converted. An offer in a currency that has no rate yet is refused until a super admin sets one.

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. Which datasheets and drawings it holds, and whether the Model Card and the Plate Arrangement report are in it, is the offer's Documents To Include choice (below).

Documents To Include

The Documents To Include window chooses which documents the client receives: one choice for every item of a project or an offer. Each document is a chip: blue is included, white is not, grey is not available (point at a grey chip to see why). The window starts from your last choice.

• DATASHEET — Standard, Commercial, Technical, AHRI. Until you change them, each item gets the datasheet type saved with it (those chips show blue). Steam, AHRI and batch units always print their own sheet type instead of the ticked ones. With every datasheet chip off, no datasheet is included.
• DRAWINGS — GA, Commercial, 3D (.step / .iges) and CAD (.dwg / .dxf). GA and Commercial are different drawings; 3D and CAD files are delivered exactly as uploaded.
• OTHER — Model Card (the model's card from the Drawing Library) and Plate Arrangement (the plate arrangement report).

The yellow note lists, item by item, what is missing for the chips that are blue; it changes as you click. Create Documents makes the documents; Cancel or the Escape key makes nothing.

On an offer the window opens the first time you use Bundle Preview or Download Bundle. The choice is saved with the offer: later previews and downloads, the Outlook draft and the email file use it without asking. Change Documents, next to the bundle buttons, opens it again. Chosen 3D and CAD files travel as one zip: on Download Bundle a Download CAD / 3D files (zip) link appears beside the PDF, and the e-mail carries the zip as a second attachment. An offer nobody has chosen documents for keeps the documents it always had.

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. On a finalised offer it sits in the offer header next to Regenerate and jumps to Step 3 — Send Offer, which is always there once an offer is finalised; its Send Offer by email button marks the offer as sent and opens the email:

Quote language and e-mail language

• Quote language — in the offer header, next to the status. Offer Preview, Bundle Preview, Download Bundle and the quote document attached to the e-mail print in it. It is saved with the quote.
• E-mail language — in Step 3 — Send Offer. It says Same as the quote unless you pick another. The e-mail text, its subject ("Offer No. …") and the greeting used when no contact is known are all in that language. Step 3 shows the e-mail as the client will read it.
• A new quote starts with the languages of the customer's previous quote; a customer's first quote starts with your Docs language. A revision keeps its quote's languages.
• The text comes from your company's e-mail text for that language (the e-mail text settings). A language nobody has written uses a built-in text: every language has one.

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. The revision keeps each unit’s quantity, the accessories, your own lines and the Optional boxes; the unit prices are read again from the current designs (a price typed on a unit line is not kept — unlike Update Draft on a draft, which keeps it for the same unit). 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
• Edit and Delete on a draft, Revise on anything finalised or sent. Deleting a draft removes it and refreshes the list at once; if the offer had already been deleted elsewhere (from its project page, or by a colleague), the list says so and refreshes instead of showing an error.

Documents

Datasheets

The header prints the customer, the project name – project number, the item code and the date — and, for an item with a tag, TAG NO. under DATE and ITEM (a quote's datasheets print the tag its offer line carries); the MEDIA row prints each fluid with its mixture ratio.

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 engineering datasheet	Default for HVAC duties
Commercial	Thermal + mechanical data in customer-friendly format	Customer-friendly offers and quotations
Technical	Full engineering detail with HTC, Re, Pr, velocity data	Default for Industrial duties; engineering documentation
AHRI	AHRI 400 certified format	Only offered in AHRI calculation mode
Steam Condenser	Condensation zones (desuperheating, condensation, subcooling)	Steam results only; a steam result offers only this type
Condenser	The same zones for a refrigerant, with its name and properties	Condensation results only; a Condensation result offers only this type
Evaporator	The evaporator's zones (preheat, evaporation, superheat) for a refrigerant on the cold side, with its name and properties	Evaporation results only; an Evaporation result offers only this type
Batch	Batch process data (tank, times, average duty)	Selected automatically for batch results

If you change a Design input after the calculation — the design pressure, for example — the datasheet still shows the last calculation's frame, plates and connections. A warning above the sheet then says so (and names a design pressure above what the frame and connections are rated for), and Save Item asks you to re-run Auto-Selection first.

On the Design tab the results card itself shows a yellow Inputs changed banner over the results. Click it: a list says which inputs differ from the ones the results were calculated with, and you can put those inputs back (Restore the inputs) or Re-run.

The app picks the type for the result automatically: Standard for HVAC and a segment, Technical for Industrial and a company's Standard, AHRI in AHRI mode - an AHRI design offers and prints the AHRI datasheet only, and the Steam Condenser, Condenser or Batch sheet for those results (the Evaporator sheet for an evaporation result). Your manual pick sticks for the session. Toolbar: Save Item (saves the design + datasheet to a CRM project) and Print / PDF.

The quote prints the type you choose. Pick a type, then press Save Item: the item keeps it, and the offer's datasheets print it.

• An item saved without a pick prints its mode's default (above).
• Changing it later: open the saved item, pick another type and press Save Item. Only the item's datasheet type changes.
• Opening a saved item brings its type back.
• An item on an offer that is no longer a draft (finalised, sent, negotiation, won, lost or cancelled - also an offer set to cancelled or lost straight from draft) keeps the type and the test pressure factor it was quoted with. To change them, run the design again, save it as a new revision of the item, then revise the offer: the revision quotes the item's current design.
• Steam and batch items always print their own sheets.
• A type your company's package or your account does not include cannot be saved.

A new run on a saved item. When you open a saved item (View or Revise), run the design again and press Save Item, the app asks how to save it: Revision of item N (the item gets a new revision, as before), New item (the design becomes the project's next item, and the next Save revises that new item) or Cancel. It asks the same when you save another row of the results; a connection or carrying bar changed on the same row is saved as a revision without asking. Pressing Save Item again without changing anything says Already Saved.

Document Language

Datasheets and offer pages can print in English, Turkish, German, French, Spanish, Russian, Romanian, or Polish. The Docs dropdown in the top header sets the language of datasheet prints, and a new quote starts in it. Each quote then keeps its own Quote language, chosen in the offer header: its previews, its bundle and the quote document attached to its e-mail print in that language (see Quote language and e-mail language). The Datasheet toolbar shows the active language next to its 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 (Unit Drawing tab)

The Unit 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

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; pressure 0 files a drawing for any pressure class and length 0–0 for any frame length.

Model Card. Every drawing row has a Model Card column. The Model Card is one PDF per model: an admin uploads it with Upload Model Card on any row of the model, and it fills every row of that model (AHRI rows have their own card). It goes into the documents when Model Card is ticked in Documents To Include.

Private-label companies use ARES drawings by default and can replace them. A private-label company's admin uploads the company's own drawings here or in Admin → My Company → Drawings. The Drawings tab there lists every ARES drawing (model, pressure class and frame length range); the company's own drawing for one of them replaces that ARES drawing in its Unit Drawing tab, offers and quote documents, and deleting it brings the ARES drawing back. A drawing filed for any pressure and any length replaces all of the ARES drawings of that model's set. A company's uploads are visible only to that company; ARES drawings stay available to every company to view and download, and only ARES super admins can add, replace or delete them. In your bundled offers, ARES drawings carry your company's logo in the title block, with the offer's owner as “Designed by” and that person's manager as “Approved by” (the same person when they have no manager); Rev. no and Rev. by stay as they are. If you have renamed a model in My Company → Model Mapping, the sheet carries your name for it too — both in the description (“PHE MODEL: …”) and in the drawing number — so nothing on the drawing reads ARES’s model name. A model you have not renamed keeps the ARES name. The nameplate detail shows your logo and website (the website set in My Company → Profile), and the reference table, the parts list and the copyright notice name your company instead of ARES. The Unit Drawing tab keeps showing the ARES original.

In My Company → Drawings, the switch Use ARES drawings with our logo and details in our offers is on by default. Switch it off and only the drawings you uploaded go into your offers; ARES drawings are left out. Preview next to an ARES drawing shows it as your offers print it, with your logo and details, in a window on the page.

Plate Arrangement

From the Datasheet tab (or CRM → Plate Arrangement, or the PLAR button in the Items list), click Plate Arrangement to open the plate arrangement window for a saved revision. It has two tabs:

• REPORT (default) — The plate arrangement report sheet: model designation, plates / channels, arrangement type, material, thickness, tightening dimensions (L1 min / max), gasket, connection and port positions; the Plate Requirement List (Pack List) with order codes and quantities; the Plate Arrangement Summary (start, next, channel-change and end plates, or the pass boundaries of a multipass unit); the Arrangement Drawing; and, on the second page, the Plate Type Reference with a picture of every plate used in the unit.
• ARRANGEMENT — The complete plate-by-plate sequence: number, plate code (R/L gasket direction, 4-digit hole code, H/L plate) and description; pass boundary plates are highlighted. The sequence runs in side-by-side columns of 20 plates, up to four in a row, read left to right and then down; the window scrolls, the columns fill it to the bottom. A two-phase unit — a steam condenser, a refrigerant condenser or an evaporator — is drawn too: the phase-change side runs the whole pack in one pass, the liquid side’s passes take its real channels (the datasheet’s PASS ARRANGEMENT), and a turn plate blinds one hole — the port its pass came in along. The Type line names both sides (for example Steam: 1 pass / Cold: 2 passes). A semi-welded two-phase unit is not drawn yet.

Hover any plate code to see that plate with its open and blind ports. Each tab has a Language toggle (EN / TR) and its own print button — Print Report prints the report as an A4 document (report and drawing on page 1, plate reference on page 2); Print Arrangement prints the full sequence with the same header, in four columns per A4 page: each page fills its own columns from top to bottom before the next page starts, and every column carries its headings (a 424-plate unit prints on 2 pages). Use the browser's print dialog to save either as PDF. Each prints straight from the app — the print dialog opens over the page and, once closed, hands the app straight back; there is no separate tab to close.

The report's title bar names the item and, when it has one, its tag (Tag No.; Etiket No. in Turkish).

Steam condensers are not yet covered by the arrangement generator; both tabs show a notice for those units.

Documents tab — catalogs, model cards, brochures

The Documents tab holds the catalogs, model cards, brochures, certificates, manuals and other files published for you to read and pass on. It does not depend on a design.

• Search — type part of a title, model, category, description or file name; the list narrows as you type.
• Grouped by category — Catalogs, Model cards, Brochures and so on, A to Z. Each document shows its model, language, file name and size, and its description when it has one.
• View opens a PDF or a picture (JPG, PNG) in a new browser tab. Download saves the file; Word, Excel, PowerPoint and ZIP files are download only.
• The list shows only the documents meant for your company.
• Reference Documents on the Design page — the small button at the right end of the DESIGN PARAMETERS heading lists the reference charts chosen for the Design page (for example the material performance sheets and the gasket and chemical resistance charts), each with its type and size. Click a title to open it as View does; click outside the list or press Esc to close it. The button shows only when there is a document for you.

If a document you expect is missing, ask your administrator, or the ARES Super Admin, who uploads them.

Feedback — requests to the software team

Feedback (in the navigation, next to Documents) is where you report a problem, suggest an improvement, ask for a new feature or ask a question about the software.

• New request — choose the type (Bug, Improvement, New feature or Question), give it a short title and describe it. You can attach one picture; a screenshot helps a lot (PNG, JPEG or WebP, up to 5 MB). The app adds the software version, the screen you came from and your browser — nothing from your designs.
• My requests — each one has its own number, counted within your company, and a status: Received, Under review (it has been read and is being considered), Accepted (planned), Not accepted (with the reason), Done (in v4.xxx) or Withdrawn. Open one to read the conversation and add a message; replies are signed Support. When a request is done, a message in its conversation tells you the version it is available from.
• Withdraw a request you no longer need, as long as it is not done. Requests are never deleted: a withdrawn one stays in your list.
• A counter next to Feedback tells you that a status changed or a reply arrived; the next time you sign in, a short message lists the news once.
• New requests are reviewed every working day.

A private-label company's administrator also sees every request sent from that company in Feedback, read only — only the person who sent a request writes in it.

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 for everyone. Everyone who runs designs can add one. You can edit and delete the fluids you added; the Super Admin can edit or delete any of them. In a private-label company the fluids you add are the company’s own: only its people see and calculate with them — ARES and other companies never do — and besides the person who added one, the company’s admin can edit or delete it. The company still sees ARES’s shared fluids. Each fluid records who added it, and every addition, change and deletion is in the audit log. A fluid is used by everyone who selects it, so check its property points — and a change to it changes their calculations too. A name that is already taken, or the name of a built-in fluid, is refused: choose another.

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

The Admin menu

Admin sits on its own at the bottom of the navigation rail. Its sections are listed in a menu on the left of the page, in four groups, and all of them stay in view: People, Companies and catalog, Content and Support and records. You see only the sections your account can open, and a group with none of them is left out. A number next to a section counts what is waiting for you. With the keyboard, Tab reaches each section and the arrow keys move between them. On a phone or a tablet the menu is one drop-down list, Admin section, above the page.

A private-label company's admin finds Users under People, My Company under Companies and catalog and Agreement under Content.

User Management

Manage all user accounts in the system:

• Add Users — Create new accounts with first and last name, role and email. The app gives the username and the password
• 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
• Find users — The User, Company, Role and Reports To titles of the list are filters: pick a value to show only the matching users (“(nobody)” under Reports To lists the people at the top of the tree). Pick the title again to show everyone.
• Calculation Modes — In each user's edit form, tick which calculation standards (ARES accounts: 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.
• Reports To — The Super Admin draws ARES's organisation chart. A private-label company's admin sets who reports to whom inside the company, in the Create and Edit forms. A reporting line never crosses into another company.
• Company admins — A company that manages its own people can always have an admin. Its last active admin cannot be demoted, deactivated or deleted from inside the company.
• Reset password — When an admin resets someone else's password, that person must choose their own password at their next sign-in.
• Trial until — In Create User and Edit User, the last day the person can work (Istanbul time); empty means no end date, the default, and No end date next to it empties it. A date before today asks first: access ends at once. From the next day the person cannot sign in and an open session ends at its next click, with a message that names the date; nothing is deleted, and a new date or No end date lets them in again at once. The Super Admin sets it for anyone; an admin for the people of their own organisation (an ARES admin: the ARES people they manage). A Super Admin never has one. You set it for your company's people. Nobody changes their own, and a company person's date is never later than the company's end date. The user list shows Until 2026-11-30 on the row, and Access ended once the day has passed.

New users and invitations

When you create a user (Admin → Users, a company's Users tab, or a new company's admin) you type the person's first and last name, and the app gives the username and the password. The username is the name in lower case with a dot, for example sukru.celik. Turkish letters and accents are simplified, and if the name is already taken a number is added (sukru.celik2). Usernames made before this stay as they were. The window that follows shows the username, the person's sign-in address (ARES staff: the software's address; a private-label company's people: their company's own address) and the password given by the app, shown only once — whoever signs in with it must choose their own password first.

Send invitation (in that window, or on the person's row in the user list) emails the person from info@aresphe.com: their username, their sign-in address and a Set your password link. The link works once and for 72 hours; sending a new invitation cancels the previous link, so it also serves as a password reset link. No password is ever written in the email. On their first sign-in the person accepts the End User License Agreement. If the email cannot be sent, the window shows the link and the text to copy or to open in your own email app. You can invite the people you manage: your own team, or your own company's people.

A private-label company's people are invited from the company's own e-mail. The app never emails them. Their button reads Prepare invitation, and the window shows the invitation, named after the company, with the set-password link. Click Copy the email text and paste it into an email, or click Open in my email app. Either way, send it from your own address. The link works once and for 72 hours, and preparing a new invitation cancels the previous link, so it also serves as a password reset link. No password is ever written in the invitation. On their first sign-in the person accepts the End User License Agreement.

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.

My Company Profile (private-label companies)

If you are the admin of a private-label company, CRM → Settings shows a My Company Profile card: your company name, website, email, phone, address, city, state, country, postal code, currency and logo. Save it here and it appears on your offers, datasheets, the offer email, and the app header the moment you save — no need to ask ARES. This card is not shown to ARES accounts or to your own company's other roles, only to your company's admin; things ARES alone controls (which app tabs you have access to, whether the account is active, who at ARES oversees it) are not part of this card.

Offers & e-mail. The same card holds your company's own offer settings:

• the offer e-mail text, with the same words in braces ({sender_company} is your company's name). Pick the Language above the box to write it in each language; a language you have not written uses a built-in text;
• the default payment terms, delivery time, incoterms and validity, printed on an offer that leaves them empty;
• how often your projects remind you;
• your internal e-mail domains.

If a setting is left empty, a neutral default is used, never another company's. Your company's other people see a short note in CRM → Settings instead of this card.

My Company (private-label companies)

If you are the admin of a private-label company, the Admin tab shows a My Company button. ARES creates your company and your admin account; everything else is yours to manage there:

• Profile — your company name, website, email, phone, address, currency and logo. Your logo and details appear on your offers, datasheets and quote documents, in the app, and on your sign-in screen. The Number Code, set by ARES, is the letters your project and offer numbers start with: DMX-26091 for a project, DMX-Q26091 for an offer. Your company counts its own numbers from 1 every month. The Sign-in Link opens the sign-in screen with your logo: share it with your people and ask them to bookmark it — your people can sign in ONLY through this link, and the app's plain address is the ARES sign-in for ARES accounts. Only your company's accounts can sign in through your link.
• Model Mapping — your own model, frame, pressure and length names, printed on your documents instead of the ARES names. Names use letters, digits, spaces and . , / + # ( ) - (up to 40 characters).
• Pricing — described below.
• Users — your company's users, right under the My Company tabs: add and edit them there.
• Drawings — the list of ARES drawings (model, pressure class, frame length range). They are used until you upload your own: upload yours in a drawing's column (Commercial, GA, CAD, 3D) and your Unit Drawing tab, offers and quote documents use yours instead; delete yours to use the ARES drawing again.
• Segments — your company's calculation segments. Your designs calculate with Standard and the segments you add here: a name, a heat-transfer percentage and a pressure-drop percentage (-50 % to +100 %) on Standard, applied to the gasketed plates. Your engineers choose them in the Design screen's first dropdown, and a result made with one prints its name on the datasheet. Only your company sees its segments. Delete takes one out of the dropdown; saved designs keep its name and results. If your company calculated in HVAC before, it found its own HVAC segment here, with the same results.
• Preview — a sample quote document (offer page, datasheet and drawing) with your branding, model names, prices and drawings.
• Package — read-only: the package ARES gave your company, how many users, calculations and documents you have used against its limits this month, and every section, calculation type, plate model and CRM section it includes. A screen or button outside your package answers not in your company's package — ask ARES. Home shows the same usage line.
• End date — the header's Access until shows your company's end date, or No end date. From 30 days before it, a notice on My Company and under the header at every sign-in says how many days are left; everyone of the company sees it in the last 7 days. Your company works through that day; from the next day nobody of it can sign in until the date is moved. The date is not changed from inside the company, and the Trial until dates you give your people are never later than it.

Pricing is the same screen ARES uses when setting up your pricing: the base list price for every plate, gasket, frame and connection, next to a Discount % and Markup % you set, with Net and Sales prices shown live as you type. Plates are priced per plate variant (model, material, thickness and pressure class); gaskets, frames and connections per model. A design, its datasheet and its offer use the Sales price shown for the plate variant the design is built on; a Manual $ replaces the calculated price. Discount % is 0 to 100 and Markup % is 0 to 1000; a save with a value outside these ranges is refused and nothing is changed. This is your own company's pricing only — it never affects ARES's own price list or any other company's. Every price on this screen is in USD, the list's currency — your manual and base prices too. Your designs and offers show them in your company’s currency, converted at the rate ARES sets.

For frames you may enter Your Base $ for each frame you source yourself: your frames Discount % and Markup % then apply to that base, and your designs and offers are priced from it. Leave the box empty to keep the ARES list price. Plate and gasket base prices are ARES list prices and cannot be changed; your Discount % and Markup % still apply to them.

For the Super Admin: each company in Admin → Private Label shows its Sign-in Link with a Copy button: the app's own address with the company's brand, which opens the sign-in screen with the company's logo. Companies have no separate web address of their own — send them this link: a company's accounts sign in only through it, and the plain address admits ARES accounts only.

For the Super Admin: a private-label company can be created without an admin user — leave the admin fields empty. In Admin → Private Label → a company → Users, + Add User also offers the Admin role, so a company without an admin gets one there (the form starts on Admin until the company has one).

Agreement

Admin > Agreement (the Super Admin, and a private-label company's admin for their own people) lists who has accepted the End User License Agreement — time (UTC), person, company, country, tax / VAT number, version, IP address and browser — and, below it, the active accounts that have not accepted the current version yet. Export Excel downloads the list with the full record. The company details on an acceptance are copied from the company profile at the moment of acceptance: a private-label company enters its Tax / VAT No. in My Company → Profile (an empty number is recorded empty and blocks nobody).