o'brien quickloads pro help

Using Help: Click your mouse on one of the topics listed below to go directly to the desired topic. To print a topic, highlight the desired text, click on File in the upper left corner of your browser and then select Print. When the Print Window opens, click on the "Selection" radio button before starting to print.

disclaimer

O'Brien Quickloads Pro has been thoroughly tested. Its principles and formulas have been demonstrated to provide accurate results in the hands of experienced professionals.

Performing heat load calculations can be both an art and a science. As a result, the degree of accuracy of the calculations performed by O'Brien Quickloads Pro or any other heat load software will reflect the professional skills, knowledge, and experience of the individual performing the calculations.

Neither O’Brien Global Products, Inc. nor its agents will be responsible in any way for the accuracy of the program’s output or the uses to which it is put.

If you specify  or recommend a product for a specific application, the responsibility for the validity of that recommendation lies with YOU, not the suppliers of the tools used in preparing your recommendations nor the suppliers of the equipment you recommend.

O'BRIEN QUICKLOADS PRO IS NOT A TRAINING PROGRAM NOR IS IT A SUBSTITUTE FOR THE KNOWLEDGE AND EXPERIENCE REQUIRED TO SPECIFY AND INSTALL HVAC SYSTEMS.  IF YOU ARE NOT FAMILIAR WITH THE PRINCIPLES OF HEAT LOAD ANALYSIS, TRAINING PROGRAMS, PUBLICATIONS, AND OTHER LEARNING AIDS ARE AVAILABLE FROM A VARIOUS INDUSTRY SOURCES.

overview

O’Brien Quick-Loads Pro provides all the tools HVAC professionals need to quickly and easily:

· Calculate heating/cooling system requirements for residential and light commercial buildings using time-proven methodology
· Calculate branch duct and grille sizing requirements
· Calculate heating operating costs
· Calculate cooling operating costs
· Calculate new equipment payback periods
· Prepare proposals
· Create professional quality printed reports

While the program is designed on the assumption that you are a knowledgeable HVAC professional, it does not require that you have high level computer skills.

If you have at least some experience with Windows programs, you should find O'Brien QuickLoads Pro to be easy to use. All operations are performed by clicking your mouse on the appropriate button or typing needed information in the spaces provided.

O’Brien QuickLoads Pro performs its heat load calculations based on proven techniques that have been available and modified slightly over the past 50 years.

It incorporates a combination of “Manual J” calculations, older ARI Standard 220 techniques, and real world features added to make it easy- to-use and faster while providing additional capabilities including the ability to generate heating and cooling cost analysis, payback projections, and bids. 

The approach was originally developed in the early 1970s by Roger O’Brien and served as the basis for a program he created for use in his HVACR contracting business.

The concepts were later used in the original O’Brien QuickLoads software used by thousands of HVAC professionals throughout the United States and numerous foreign counties. O'Brien Quickloads Pro is a second generation version of that product.

The calculations have been field-tested and updated over a period of nearly 20 years.

Heat load and operating cost calculations are based on temperatures, conditions and prices that are unique to each structure and its location.

BEFORE PERFORMING ANY CALCULATIONS, GO TO SETUP AND ADJUST THE TEMPERATURES, CONDITIONS, AND PRICES TO REFLECT THE REALITIES IN YOUR LOCATION. IF YOU DO NOT, YOUR CALCULATIONS WILL NOT BE ACCURATE.

After the program's settings have been customized for your location, the values will serve as a starting point for any new jobs you calculate.

You DO NOT have to go to Setup and adjust the settings before starting every new job but should review the settings - ESPECIALLY ENERGY PRICES – on a regular basis to assure that they are up to date.

When you start the program, you are taken to the Main Menu.

If you chose to go to one of the modules in which calculations are performed, the next screen you see will be the Customer Information Screen where you can elect to start a new job or open an existing job.

In the case of a new job, you must supply a customer name before you can proceed. The program will automatically generate a job number that uniquely identifies the job. New job number sequences can be modified in setup but would not need to be changed under normal circumstances.

After entering the customer name, choose one of four available sets of conditions (CUSTOM, POOR, NORMAL, or BEST). If you do not select a set of conditions, the Normal values will automatically be used.

To make adjustments for conditions that are unique to the current job, you can change any of the values after the first room has been calculated by clicking on the Room Details Button. You cannot go back and select a different set of startup values.

When starting a new job, the recommended sequence of activities is to perform your load calculations first since the results of those calculations are used in other modules.

If you go to another module before completing your load calculations, you will need to manually enter essential information such as heating BTUH and cooling ton requirements for the structure.

After a job has been calculated and saved, you can return to the job at any time to make revisions or complete work on any modules that have not been calculated.

program installation / removal 

O'Brien Quickloads Pro is available on CD or can be downloaded from the O'Brien website. To assure that you have the most recent version. We recommend downloading, especially is you have an older CD.

When installing from a CD, the autorun feature of the CD will start the setup (installation) program. If it does not, manually initiate the process by running Setup.Exe.

If installing from a copy downloaded from the Internet, specify "Run" when presented with the option to run or save the download. 

The Setup program specifies the folder in which the program will be installed and a program group. Under normal circumstances, the default values specified in Setup should not be changed.

After the program has been installed, click on the Loadpro Icon on your desktop or click on “Programs’. And select “LoadPro” from the program list.

IF YOU ARE RUNNING WINDOWS VISTA OR WINDOWS 7, CLICK YOUR RIGHT MOUSE BUTTON
ON THE LOADPRO ICON AND SELECT THE "RUN AS ADMINISTRATOR" OPTION.

Following installation, the program can be used in unregistered form five times, or 30 days, whichever comes first. Thereafter, you must supply a valid Unlock Code and Serial Number to continue using the program.

You can purchase / register the program or obtain an Unlock Code  by calling O’Brien Global Products, Inc. at the toll free phone number listed on the start-up Registration Screen.You will not be able to enter your company name and Serial Number until a valid Unlock Code has been entered.

If you have already purchased a program CD from O’Brien or an authorized reseller, use the Serial Number on the CD. Otherwise, a Serial Number will be provided by O’Brien when you receive your Unlock Code.

When registering the program, you will  need to enter your company name in the space provided on the Registration Screen. Type it exactly the way you want it to appear on your printed documents. IT CANNOT BE CHANGED LATER without removing and reinstalling the programs.

To uninstall the program, go to the Windows “Control Panel”, select “Add/Remove Programs”, and select “LoadPro” from the list.

If you need to reinstall a previously purchased and registered copy of the program,  uninstall any existing copy of the program,repeat the installation/download  process and call O’Brien at the phone number listed on the Registration Screen to obtain a new Unlock Code. Any previously issued Unlock Code wil not be recognized.

Note: When you uninstall a copy of the program, any existing job data may be lost. To prevent possible data loss, contact Technical Support for assistance before uninstalling the program

program setup and maintenance module 

The Setup and Maintenance screens provide the tools you need to customize the program to meet your needs and to perform various maintenance operations..

There are five Setup and Maintenance screens:

· Basic Setup
· Temperatures and Conditions
· Program Maintenance
· Print Setup
· Duct Specifications

BASIC SETUP SCREEN: Use the Basic Setup Screen to:· Enter your company information, customize the appearance of the program, and specify a network path if the program is used in a network environment

Company Name and Serial Number: This information is displayed on the Basic Setup Screen but is entered on the Registration Screen. After it has been entered and you exit the Registration Screen, it cannot be changed.

IF YOU NEED ASSISTANCE CHANGING YOUR COMPANY NAME OR OBTAINING A VALID SERIAL NUMBER, CONTACT THE O’BRIEN SALES OFFICE AT THE PHONE NUMBER LISTED ON THE MAIN MENU.

Your address, phone number, email address, and any contractor license number information are used on your printed documents and can be changed at any time.

Contractor License Number: If you are required to include contractor license number information on your printed documents, enter the required information in the space provided. If license number information is not required, the space can be used for a marketing message such as “Specialists in residential and commercial HVAC system installation and service”.

Custom Backgrounds: Different backgrounds can be specified to customize the appearance of the program screens. Several backgrounds are provided with the program. You can also create your own backgrounds using a paint or graphics program. 

If none of the backgrounds will display properly on your system, click on the Select Backgrounds Button and select “NONE”.

To select one of the backgrounds provided, click on the Select Background Button and click on one of the backgrounds shown on the list. To test your choice, click on the Test Background Button. The selection shown in the Background Name window will automatically be saved and used on all program screens,

To add a custom background of your own design, build the background as a 640 pixel wide by 480 pixel high Windows bitmap image (.BMP) in a paint or graphics program. Give the image a name no longer than eight characters (Example: 12345678.Bmp) and save it in the LoadPro folder (or other folder where the program files are stored). The file cannot be accessed if it is in another location.

To use your custom background, type the file name in the Background Name window (Example: 12345678.Bmp). Click on the Test Background Button to view the new background.

Main Menu Picture: The program can be further customized by replacing the background picture on the Main Menu with one of your own choosing. The picture must be a Windows bitmap image (.BMP), it must be 573 pixels wide and 338 pixels wide to display properly in the space provided, it must be located in the LoadPro folder, and its name must be typed in the space provided.

Network Path: The program is fully networkable. When run in a network environment , a licensed copy of the program must be installed on each of the computers on the network that use the program. Contact the O’Brien sales office at the phone number listed on the Main Menu for information on obtaining licenses.

In networked installations, one of the computers on the network is specified as the “host”. The network path to that computer is then specified in the space provided on the basic Setup Screen on each of the other computers.

All computers share the project database located on the host computer. Other information including all data that can be entered or changed in the Setup screens is not shared. Changing a setting or default value on the “host” computer’s copy of the program will not change the settings or values on any other computer’s copy of the program.

If your copy of the program is NOT networked, DO NOT ENTER A NETWORK PATH OR CHANGE ANY NETWORK PATH AUTOMATICALLY SUPPLIED BY THE PROGRAM.

TEMPERATURES AND CONDITIONS SCREEN: When you begin a new job, you can use the values for any of the four sample structures defined here (Custom, Poor, Normal, or Best) as a starting point. The sample structure you specify will provide the initial default values for your calculations. When performing your calculations, however, you can change any of the values at any time.

The temperature and condition values MUST be reviewed and adjusted as needed prior to starting your first load calculation. If any needed changes are not made, YOUR CALCULATIONS WILL NOT BE ACCURATE.

The Temperatures and Conditions Screen includes four “tabs”. Click on the desired tab  to view its content.

Temperatures Tab: The Temperatures Tab provides the locations to adjust the temperatures used in calculating your jobs. To make changes, click on the desired text window, backspace over the temperature currently displayed, and replace it with a temperature that is appropriate for your area.

A listing at the bottom of the screen in setup shows the ASHRAE specified outside design temperatures for cities in the different states.

Note that the listings are provided FOR REFERENCE PURPOSES ONLY. Selecting one will not automatically insert the temperatures shown into the specified temperature text boxes.

The temperature information you use should reflect the “real world” conditions that exist in your locale. In the case of the attic, ground, basements, or crawl space, for instance, ask yourself what the summer and winter temperatures typically are in that part of the house and use those numbers - or ask your local utilities for advice in setting up these numbers.

In some cases, third parties may specify the temperatures to be used to qualify for permits or energy credits/rebates. Check with your local utilities or permit issuing agencies.

U-factors Tab: A U-factor is a single number that defines the insulation value for a component in the structure. It combines the R-factors for the various items that make up that component.

Manual “J” uses U-factors to calculate a HTM (heat transfer multiplier) which is the number you might be accustomed to entering on their form. Rather than pick that number from a table, O'Brien Quickloads Pro calculates the HTM from information you have entered as design conditions, making it much more versatile than a single table.

To make changes, click on the desired text window, backspace over the U-factor currently displayed, and replace it with one that accurately reflects the construction types you deal with. Listings on the right side the screen display the U-factor numbers for most common structural components.

The R-values you are familiar with are listed on the left side of the table. If you need a value not listed here, consult the appropriate ASHRAE guidelines - Manual “J” Tables 2, 3 and 4. The U-factor used to calculate the HTM is the far right number in each table.

If you can’t find what you want on one of the lists, total up all the R values of the component (wall, floor, door, etc), and divide it into one (1). That will give you the U-Factor.

Conditions Tab: The Conditions Tab provides a location where you can adjust various conditions that have an impact on your calculations. Advanced users may wish to make changes based on the criteria they consider appropriate when performing calculations.

To make changes, click on the desired text window, backspace over the current number and replace it with the value you chose to use. CAUTION! ONLY MAKE CHANGES HERE IF YOU ARE CONFIDENT THAT YOU KNOW WHAT YOU ARE DOING. CHANGING THESE CONDITIONS CAN DRASTICALY ALTER YOUR LOAD CALCULATION RESULTS!

Note that Conditions can be adjusted inside the job (go to Room Details after the first room has been calculated) to address any unique characteristics of the structure that would have an impact on the heat load.

Duct Insulation Factor (Duct Loss Multipliers): O'Brien Quickloads Pro ships with this value set at 1.0 If you need to change the value, refer to Manual “J” Table 7A Duct Loss Multipliers (heating) and 7B Duct Gain Multipliers (cooling).

Because of the way O'Brien Quickloads Pro performs its calculations, you will need to move the decimal over one place to the right if you use Manual J  table values.

For example on Table 7B the first value, “Attic, Garage, Exterior Wall, Open Crawl Space-None” has a value of “.30” , to use in this program move the decimal one place to the right. It becomes “3.0” and is the modified number you would enter in the space provided.

To help you choose the correct Duct Loss Multipliers from the tables: Rigid Fiberglass Duct board, 1” thick shows an “R” value of R4.3, 1 ½” duct board R-6.5 and 2” board a value of R-8.0. Duct Wrap at 25% compression is R-4.2 and at 2” with 25% compression is R-5.6 All duct board, wrap & flex duct is clearly marked with its correct “R” value.

Space Humidity Difference Inside/Outside, Summer & Winter: The values listed in grains can be found in the Manual “J” in table 1, or check the ASHRAE guidelines. Air Changes Per Hour are specified with a value of .5. To change this value, refer to Table 5 in Manual “J”.

Occupant Sensible & Occupant Latent BTUH per Person: This value is factory set at the initial values of 250 sensible and 200 latent. Sensible heat can be measured with a dry bulb thermometer and can be thought of as the temperature change of air you can feel and see on a normal thermometer.

The sensible heat given off by a person at rest might be 225 BTUH, 250 BTUH when walking, and up to 580 BTUH when engaged in more strenuous activities.

Latent heat can best be thought of as the heat associated with moisture. For a person at rest the latent BTUH might be 105 BTUH,  250 BTUH when  walking, and 870 BTUH when bowling. For typical residential loads 450 BTUH total should work. If you do have  unusual situation, refer to ASHRAE standards for the correct BTUH values.

Space Shading Factor: .5 can be considered normal. Values can range from .2 for completely shaded to .6 for blinds or 1.0 for clear unshaded glass.

C.F.M. Air Per Person: Can also a great deal. The default value of 2 CFM per person is considered normal normal in residential applications.  A retail shop would typically be 7.5 to 10 CFM and a theater (non smoking) 5 to 7.5 CFM. A bowling alley or bar populated by heavy smokers might be 15 to 30 CFM.

Air Change Factor or Air Changes Per Hour: Initially set at .5 and can vary significantly, depending on the circumstances. In the summer an average might be .5 to .4, for a poorly designed structure .8 to .5, or under the best conditions .2. The winter average is 1.2 to .7, with poor values being 2.2 thru 1.0, and the better values around .4 to .3. Of course, summer and winter values change with square footage. See table 5 in the Manual “J” for more examples.

Operating Costs Tab: Heating and cooling costs are calculated on the basis of the energy costs in your area. To make changes, click on the desired text window, backspace over the current number and replace it with the applicable value. Enter prices in the standard currency format. Example: $1.50 is 1.50 any 50 cents is .50. Do not include a $ nor a comma as part of the number. Use efficiency ratings that apply to the type of equipment you typically install.

To determine energy prices contact the utility companies and energy suppliers in your area. Energy costs fluctuate constantly. Review the prices on a regular basis and adjust them as necessary. Enter the values and S.E.E.R. in setup you want the cooling operating cost module to start up with each time you go to the module. Tha values are just the starting points. Change them in setup at any time or in the job when you are performing your calculations to create “What If” scenarios.

DUCT SPECIFICATION SCREEN: The Duct Specification Screen allows you to specify the type of ducts and grills that are selected when the program performs a duct sizing calculation.

Adjust the listings to reflect the duct and grill sizes you use OR ARE REQUIRED in your area by building codes or utilities. To make changes, click on the desired text window, backspace over the current listing and replace it with a description of what you use. Limit your descriptions to 20 characters. The default values the program is shipped with were set at a static design pressure of .1” of mercury, with return air filter grilles sized at 2.7 CFM per square inch of nominal face area.

PRINT SETUP SCREEN: The Print Setup Screen allows you to customize the disclaimer and introductory text used on the program’s various printed reports. Change the text as necessary to satisfy your requirements. There are limits to the amount of information that will fit in the space provided on the printouts. You text should be no more than twenty percent longer than the defaults text provided.

Bid Title: The title appearing on your printed bid can be changed to satisfy your requirements. In some areas the use of terms such as “Bid”, “Proposal” or “Quotation” have legal connotations. The default provided with the program is “Proposal”.

NOTE: The font styles and sizes used in the printout are based on the standard Arial font supplied with Windows. Because your printed documents are formatted based on the amount of space each printed character requires, font sizes and styles cannot be changed.

PROGRAM MAINTENANCE SCREEN: Use the program Maintenance Screen to perform standard program maintenance functions including specifying a starting job number, deleting old jobs, and repairing or compacting your databases.

NOTE: If you change the starting number at any time, the new number should be higher than the last number used. If it is not, existing jobs may be overwritten when a previously assigned number is applied to a new job.

Delete Job: Old jobs that are no longer needed can be deleted at any time. To delete a job, click on the desired job on the list and then click on the Confirm Delete Button to delete that job. To reduce the possibility of errors, jobs can only be deleted one at a time.

Repair Database: Databases can be damaged for various reasons. The most common cause of damage is a power interruption when a database is open. Click on the Repair Project Database Button to correct problems with the database containing your jobs. Click on the Repair Program Database Button to correct other problems. The program databases include data such as your company information and other information appearing in Setup.

Compact Project Database: When a job is deleted from your project database, the space used for that job is not reassigned to another job. If large number of jobs have been deleted, click on the Compact Project Database Button to recover the wasted space. Note that compacting your database will NOT significantly change its size unless there is a large number of deleted jobs.

Restore Defaults: If for some reason changes in your default values have resulted in calculations that are far incorrect and you cannot identify the problem, you can restore the default values originally provided to serve as a new starting point. USE THIS OPTION ONLY AS A LAST RESORT. IF YOU RESTORE THE DEFAULT SETTINGS, YOU WILL HAVE TO RETURN TO THE OTHER SETUP SCREENS TO VERIFY AND RE-ENTER THE VALUES THAT CUSTOMIZE THE PROGRAM FOR YOUR LOCATION SINCE ALL DEFAULTS REVERT BACK TO INITIAL FACTORY SETTINGS.

customer information screen

The Customer/Job Information Screen is the first screen displayed when any of the calculation modules are selected from the Main Menu.

Use it to:

· Start a New Job
· Find and open an existing job
· View and edit existing customer information
· Identify which modules have been completed

NOTE: None of the information you enter or change on the customer information screen will be saved until you proceed to one of the calculation modules and save it there. It is part of your job information, not a separate customer information database.

New Job: When you arrive at the Customer/Job information Screen from the Main Menu, the Customer Name window and New Job Button are yellow. To start a new job, type your customer information in the spaces provided. A customer name is required. When it is entered, the Worksheet Button will turn yellow indicating that you can proceed to the worksheet for the module you have selected. Although only a customer name is required, full address and phone number information should be included since the information is used on some printed reports.

NOTE: When starting a new job, you should normally perform your load calculations first since the calculated results are used in other modules.

Your customer information includes a  Job Number and Job Date, both of which are automatically provided by the program. The Job Number provides a unique identity for the current job which can be helpful when you have more than one job for a given customer or more than one customer with the same name. The Job Date is the current date provided by your computer. You can specify a Starting Job Number in Setup but otherwise have no control over how the numbers are assigned.

When you start a new job, you can specify one of the four sets of Design Conditions specified in Setup as starting point for your calculations (Custom, Poor, Normal, or Best). Select the desired Design Conditions by clicking on the round “Radio Button” to the left of your choice. The selected button will be identified by a round black dot in the middle of the button.

If you do not make a selection, the “NORMAL” set of design conditions will be used. Once a set of design conditions has been specified and the job has been saved, your selection cannot be changed on the Customer/Job Information Screen. Any of the values used, however, can be changed at any time in “Room Details” in the Load Calculation Module.

Find and Open an existing job: Once a job has been saved, you can return to that job at any time to make changes or complete additional modules. When you arrive at the Customer/Job Information Screen from the Main Menu, click on the Open/Search Button to enter the program’s search mode.

You can search by customer name, address, phone number, or job number. Type something (your search criteria) in one of the yellow text windows and a list will drop down showing all jobs that match your search criteria. Click your mouse on the desired job on the list and the selected job will be opened.

To narrow the list of choices, continue typing in the selected window - If, for example, you type J in the customer name window, only the customer names starting with J will be listed. If you type JO, the list of names will include only those starting with JO.

Advanced Search Techniques: The following techniques can be used when trying to find a record: The * (asterisk symbol - Shift key and 8 key pressed at the same time) is a “wildcard”, meaning that it can be any character. If you type : just an asterisk [ * ]as your search criteria, all records in the database will be included in the results. If you type: a letter followed by an asterisk [ A*], all records starting with “A’ in the specified search field will be included in the results. Use this approach to find all customers in your database whose names begin with “A”. Remember, however, that the search is based on the first letter/number in the searchfield. As a result, if you search using “Customer Name” as your search field you will get everyone whose first name begins with “A” - assuming that you enter names in the standard way ( Name: John Smith).. If you type: an asterisk followed by a letter [ *A ], all records with an “A” anywhere in the specified search field will be included in the results. If you type: an asterisk followed by more than one letter [*ALLEN ], all records with an “ALLEN” in the specified search field will be included in the results. Use this approach to search by last name when you enter the full customer name in the “Name” field.

HINT: It isn’t uncommon for multiple customers with the same or similar names to have jobs – or for you to want to find a job done by someone else who may have entered the customer’s name differently than you would have. If you have trouble finding the job you’re looking for, try searching by “Phone Number” since each customer phone number should be unique to that customer.

The PROJECT INCLUDES window on the Customer/Job Information Screen is provided to allow you to quickly identify which modules have been completed and which have not. Modules that are shown in light gray type have not been completed. Those shown in black type have been completed.

Deleting Jobs: All program maintenance functions are performed in the Setup portion of the program. To delete one or more jobs, select Setup and Maintenance from the Main Menu, then select “Program Maintenance”.

heat load calculation module

All heat gain/heat loss calculations are performed in the Load Calculation Module. The information required to perform a load calculation can only be obtained by inspecting the structure or by extracting the needed information from accurate architectural drawings.

WARNING: Before performing your first load calculations, go to the Setup and Maintenance portion of the program and adjust all temperatures, design conditions, and U-factors for your locale. IF YOU DO NOT, YOUR CALCULATIONS WILL NOT BE ACCURATE. The values DO NOT have to be adjusted in Setup each time the program is started but should be reviewed from time to time and “fine tuned” as needed.

To perform your calculations, enter the specified information for the first room in the text windows provided.

The minimum information needed is a room name, height, length, and width. ENTER ALL INFORMATION USING DECIMAL VALUES. For example, a room height of 8 feet, six inches should be entered as 8.5 when the highest possible degree of precision is needed.

From a practical standpoint, we recommend rounding up to whole numbers (8.5 becomes 9)which speeds data entry, reduces the possibility of data entry errors, and builds a small amount of added capacity into the system to help adjust for the deterioration in the structure that will take place over a period of time.

IF THE INFORMATION FOR A GIVEN TEXT WINDOW DOES NOT APPLY TO THE CURRENT ROOM, LEAVE THE WINDOW BLANK.

To aid you in entering your data, a red “prompt line” at the bottom of the screen explains what information the program expects and how it should be entered.

When entering the information for the first room, you must click on the Room Parameters Button to specify the ceiling, floor, and wall values to be used for that room and any succeeding rooms. Change the parameters when starting a room on a different floor or when the ceiling, floor or wall conditions change.

When the minimum required information as described above has been supplied and your Room Parameters have been specified, the Calculate Button will turn yellow. Click on it. Your calculations will be performed and the summary results will be displayed in the lower portion of the screen.

To view more detailed results of your calculations, click on the Room Details Button, then click on the “Calculated Values” tab. 

Calculations for a specified room, use the temperatures, conditions, and U-factors specified in the default values selected (Custom, Poor, Normal, or Best) when you started the job. Those values may or may not be exactly what you want for the current room. To review and change the values as needed, click on the Temperatures, U-factors, and Conditions tabs on the Room Details Screen.

When you make a change and return to the load calculation screen, you will be asked if you want the change to apply to the current room only, or to all rooms in the structure. Applying the change to all rooms eliminates the need to make the same change each time you do another room and provides a convenient way of performing “What if” scenarios. What, for instance, would be the effect if storm windows were installed or extra insulation was added? After completing the first room, click on the New/Next Room Button and enter and calculate the values for that room. Repeat the process until all rooms have been completed.

Use the Save Button to save your work. You can save your information at any time. If you do not save it before returning to the Main Menu, it will be lost. If you are working on a large, complex job, it is a good idea to save your data at regular intervals to prevent it from being lost due to an unexpected event such as a power outage.


Dealing with Special Situations: Every job will be different and some structures will present unique challenges. Because O'Brien QuickLoads Pro allows you to change virtually every value used in calculating every room, making changes to the values should provide the flexibility you need to deal with special situations.

If, for example, a room has a sloped cathedral ceiling going from 8 ‘ to 10’, simply average the wall height to 9’ to adjust for the sloped ceiling.

When doing a basement, an adjustment needs to be made if part of the outside wall is above ground and part below ground. If the total wall height is 8', with 6’ below ground and 2’ above ground, divide the basement into two virtual rooms, “Basement Lower” and “Basement Upper”. The lower basement will have walls 6’ high with its wall parameters set to below ground. The upper basement will have 2’ high walls with its wall parameters set to outside exposed walls above ground.

Number of Exterior Doors Normally Used:  The keyword is “Used”. In other words, which door in your average house is the most used exterior door. You may have 4 outside doors in a house, but do you really want to add 50 CFM of air exchange for each door. Probably not, but that is what the program will do for each door you enter. If you have a main entry door leading into the living room; it will typically be the one exterior door used. On other doors, enter their square footage under “Exterior Doors”. You have accounted for the heat transfer of the door, but you have not added any additional air exchange (50 CFM per door) to the load. Remember this is for an average house, in special circumstances you might add more doors if needed.

Wall lengths:

Exposed Length: total the length of walls in linear feet that are exposed to the outside air.

Length Against Unconditioned Space: The length of walls in linear feet that are the interior boundary between any space that is not           heated or air conditioned and the inside conditioned area - such as a wall against a garage, enclosed unconditioned porches, or any area that will be at a temperature other than the temperature of the outside air.

People: Most systems are designed for typical homes. In such cases, we would allow for the sensible and latent heat of an average of five people. What rooms do you put them in?  A typical approach would be to put three in the living room and two in the master bedroom. If the living room is larger than normal, it might make sense to put all five in that space to deal with the possibility of more people gathering there. Common sense plays a big part. Normally where you put the people will not a big issue. But if, for instance, you are doing a commercial structure with 500 people in a single space, at 1,200 BTUH total per person, the load totals 600,000 BTUHs of heat that needs to be removed and becomes a significant consideration.

Fireplaces are another special circumstance. Fireplaces use conditioned air unless provisions are made to pipe in 100% outside air for combustion, in which case you do not need to allow anything for them. The easiest approach for fireplaces that don’t have piped in combustion air is to add another outside door, which in effect adds 50 CFM of outside air to the load for that space. Make a note under “Notes” for the room documenting what you did and why in the event that you ever go back and review the calculations. You could also go into the “Room Detail” screen, “Conditions” tab, and change the “Air Change Factor” to a value that would allow for the air infiltration the fireplace might cause. Another point to remember is fireplaces do not burn combustion air all the time, only when they are being used. Common sense values are appropriate here. Some leakage and air infiltration may occur thru cracks and openings in the fireplace, but not to the extent of the air exchange that takes place when the fireplace is open and burning.

Sliding Glass Doors and Skylights are yet another special situation. In the case of the sliding glass door, that door will rarely rarely be a main entry door. The most practical approach is to treat them as windows rather than door. Skylights are windows in unusual loations..Entering them as windows with “SE & SW” exposures will effectively deal with them.

Lights: Working from blueprints can be difficult. Reliable lighting information may or may not be available. Under normal circumstances in residential applications, enter a nominal value for each room - 60 watts or 75 watts. Don’t obsess in  trying to determine if the bulb should be 60 or 75 watts. In reality, it  will not make a great deal of difference in a typical home because all lights are not on all the time in all rooms.

If you have a high wattage situation such as a 1000 watt chandelier hanging in a main entry hallway or a business location with a large number of fluorescent bulbs, the potential to generate significant amounts of heat exists and you will need to account for that heat accurately. Ultimately, the more accurate the information you enter is,  the more accurate the load will be but common sense still must come into play in entering some values.

Ducts:  An estimate of the duct length to the space helps factor in duct heat gains and losses. If you are working with a blueprint and do not yet know where the air handler will be located, pick a likely spot and estimate the runs from that point. Doing so will result in a calculation than will be more accurate than one that failed to take ducting into consideration. If the duct exists, it just becomes a matter of measuring it. Start at the air handler, measure down the main duct truck, thru the branch run to the rooms supply grille. Do that for each run in the system and you will effectively get a good estimate of duct gains and losses. Do not include duct runs thru conditioned areas.

Electric Motors and Horsepower: Values for electric motors are typically only used in commercial applications. In such cases, include the number of electric motors with an average motor horsepower and the program will calculate the BTUH’s. Motors such as those in ceiling fans or standard appliances will not have a significant effect on the total heat load.

Total Appliance Sensible Heat” and “Total Appliance Latent Heat: Normal kitchen appliance loads are best handled by entering 800 Sensible and 400 Latent heat values in the applicable fields. These numbers will accommodate most  kitchen appliances. If the kitchen is big, or small with unusual appliances, adjust the numbers accordingly to reflect a larger or smaller appliance load.

The sensible and latent load fields are useful for handling any special sources of heat generating devices you might have in the space. Enter the appropriate number in the appropriate field. There are various industry sources that list the heat generated by different appliances, the R.S.E.S. SAM’s manual is one of those sources.

Sizing a system based on just total system BTUH is a mistake! You need to size a system based on its ability to meet both sensible and latent load requirements, not just total BTUH.

As an example lets say your total sensible and latent load is 35,000 BTUH. Normally you might think, great a 3 ton system would be perfect, but take a closer look at the numbers. For the sake of this example, lets say the sensible load is 23,450 BTUH, and the latent load is 11,550 BTUH. The specific piece of equipment you want to put in is rated at 19,235 sensible and 17,965 BTUH latent, for a total of 37,200 BTUH. In this case the sensible heat removal ability is below the load requirement for this job, so even though the total BTUH is higher, the equipment is still undersized for sensible heat removal and will not cool properly. The above example may be extreme, but it illustrates the point. Always size a system on its ability to meet both sensible and latent heat requirements.

Printing: Click on the Print Button in the lower portion of the screen to print your reports. The Print window lists all printed reports. If you have not completed a specified module, the report for that module will be “grayed out” and cannot be selected. To select a report to be printed, click on the Check Box to the left of the desired report. When you the Print Current Selections is clicked, your documents will be printed.

When selecting a load calculation Report, the most common choice is the “Summary Report” which prints the basic numbers for each room and the totals for the entire structure on a single sheet of paper. The “Room-By-Room” Detail Report” prints a separate page for each room in the structure and includes all values used in performing the calculations along with the results. The standard “disclaimer” text or introductory text printed on the different documents can be modified by going to Setup and Maintenance from the Main Menu and selecting “Print Setup”.
duct sizing module
The Branch Duct Sizing Module calculates supply and return round duct and grill sizes for the different rooms in the structure.

The sizes specified are defined in Setup. The program does not calculate the size of the main duct trunks that might be used in the system. But those can now be easily calculated with an air duct calculator since the program has calculated all the room and branch duct CFM information for you.

Normally load calculations are performed first. When a load calculation is done for a room, the duct sizing calculations are automatically done at the same time. Going to the Duct Sizing Screen will show the results.

If load calculations have not been done, branch duct sizing can be performed as a separate operation. You must, however, manually input all information for each room – including the Heating and Cooling BTUH. The calculated results include listings for multiple supply ducts to keep the CFM under 200 per run and listings for multiple returns should they be required for technical or code compliance reasons.

Adjust System Size Button: It isn’t uncommon for the system being installed to be different (based on availability and other considerations) than the size calculated in the load calculation module. In such a case, the calculated duct sizes may not be correct for the installed system. Click on the Adjust System Size Button and a window will open where you can enter the Cooling BTUH and calculate an “Adjusted CFM value. You can then click apply the new CFM to your duct sizing calculations to correctly size the ducting for the entire job.

Printing: Click on the Print Button in the lower portion of the screen to print your reports. The Print window lists all printed reports. If you have not completed a specified module, the report for that module will be “grayed out” and cannot be selected. To select a report to be printed, click on the Check Box to the left of the desired report. When you the Print Current Selections is clicked, your documents will be printed.
cooling operating cost module

The Cooling Operating Cost Module calculates estimated seasonal cooling costs. If the load calculations have been performed, all data needed to perform the calculations will be in place when the screen is displayed.

If the load calculations have not been performed, you must enter the total heat gain for the building manually.

The remaining values (S.E.E.R, electric cost, and hours of operation) are all specified in Setup as starting values but can be changed on the Cooling Operating Cost Screen at any time, without effecting the starting default values in setup for the next job.

Enter any changes in numeric form only using whole numbers, not fractions. In the case of electric cost use the standard currency format (Example. 13 cents = .13). Do not include a $ as part of the number.

If all required data has been entered in the appropriate locations, the Calculate Button will turn yellow. Click on the button to perform the calculations.

To see a detailed explanation of the math behind the cooling operating cost calculations, refer to the Manual “J”, Appendix A-4 “Energy Consumption and Operating Costs”

Printing: Click on the Print Button in the lower portion of the screen to print your reports. The Print window lists all printed reports. If you have not completed a specified module, the report for that module will be “grayed out” and cannot be selected. To select a report to be printed, click on the Check Box to the left of the desired report. When you the Print Current Selections is clicked, your documents will be printed.

heating operating cost module

The Heating Operating Cost Module calculates estimated seasonal heating costs. If the load calculations have been performed, all data needed to perform the calculations will be in place when the screen is displayed.

If the load calculations have not been performed, you must enter the total heat loss for the building manually. All other information required to perform your calculations is specified in Setup but can be changed as needed for the current job.

Enter any changes in numeric form only using whole numbers, not fractions. When entering costs, use the standard currency format (Example. 13 cents = .13). Do not include a $ as part of the number.

If all required data has been entered in the appropriate locations, the Calculate Button will turn yellow. Click on the button to perform the calculations.

To see a detailed explanation of the math behind the heating operating cost calculations, refer to the Manual “J”, Appendix A-4 “Energy Consumption and Operating Costs”

Printing: Click on the Print Button in the lower portion of the screen to print your reports. The Print window lists all printed reports. If you have not completed a specified module, the report for that module will be “grayed out” and cannot be selected. To select a report to be printed, click on the Check Box to the left of the desired report. When you the Print Current Selections is clicked, your documents will be printed.

payback module

The Payback Analysis Module calculates the time required to pay back the cost difference between standard and more costly high efficiency equipment along with the total savings over a period of years.

Enter the required information. When all needed information has been supplied, the Calculate Button will turn yellow. Click on the button to perform your calculations. When entering costs, use the standard currency format (Example. Fifteen hundred and ten dollars and fifty cents = 1510.50). Do not include a $ nor a comma as part of the number. Note: Use the scroll bar on the right edge of the screen to see all results of your calculations.

Printing: Click on the Print Button in the lower portion of the screen to print your reports. The Print window lists all printed reports. If you have not completed a specified module, the report for that module will be “grayed out” and cannot be selected. To select a report to be printed, click on the Check Box to the left of the desired report. When you the Print Current Selections is clicked, your documents will be printed.

bid module

The Bid Screen allows you to create a simple attractive proposal quickly and easily.

The introductory paragraph at the top of the screen is specified in Setup but can be changed as necessary for the current job.

Enter the equipment name, type of equipment, and S.E.E.R.or brief description in the appropriate text windows.

Enter any more detailed explanations in the Job Notes text window at the bottom of the screen (Use the scroll bar on the right edge of the screen to scroll down to the Job Notes text window).

When entering costs, use the standard currency format (Example. Fifteen hundred and ten dollars and fifty cents = 1510.50). Do not include a $ or comma separator as part of the number.

When all needed information has been supplied the Calculate Button will turn yellow. Click on the button to perform your calculations.

The Payback Analysis Module calculates the time required to pay back the cost difference between standard and more costly high efficiency equipment along with the total savings over a period of years.

Enter the required information. When all needed information has been supplied, the Calculate Button will turn yellow. Click on the button to perform your calculations. When entering costs, use the standard currency format (Example. Fifteen hundred and ten dollars and fifty cents = 1510.50). >Do not include a $ as part of the number. Note: Use the scroll bar on the right edge of the screen to see all results of your calculations.

Printing: Click on the Print Button in the lower portion of the screen to print your reports. The Print window lists all printed reports. If you have not completed a specified module, the report for that module will be “grayed out” and cannot be selected. To select a report to be printed, click on the Check Box to the left of the desired report. When you the Print Current Selections is clicked, your documents will be printed.

printing (general information) 

All print operations are performed using standard Windows print capabilities and should produce proper output on both laser jet and ink jet printers.

You can print from any of the calculation models when you’re working on a job or by selecting “Print Reports” from the Main Menu. When you print from the Main Menu, the print window will display a list of saved jobs that can be printed. A button in the lower left corner of the Window allows you to organize the list of jobs either alphabetically or by date to make it easier to find the job you are looking for.

If you have Fax software, you can fax printed reports directly to any recipients by selecting your Fax capabilities as your printer in Windows.

If you have PDF software, you can generate printed items as PDF documents that can be sent as email attachments by selecting your PDF software as your printer in Windows.

About Printing in Windows: Printing a document is among the most complex operations your computer performs on a regular basis. It is essentially a cooperative effort involving the program you’re using, Windows, and your printer.

Your program specifies what will be printed and how it will look (font, font size, layout, etc.), it then sends that information to Windows which schedules the printing and sends the information to the printer when all previously scheduled printing jobs have been completed.

Windows communicates with the printer through a small program called a printer driver. The printer driver is supplied by the printer manufacturer. The printer driver interprets the information Windows sends it and translates the information into a language the printer can understand.

When the printer receives the information and acts on it, the document is printed. Your printer ultimately determines how your printed document looks. If it is too high or too low on the page, if it is not centered left to right on the page, or if something else doesn’t look quite right. Try going to “Printer Setup” and adjusting your printer settings. If, when producing printed reports, your printer processes a blank page at the end of a given report, try adjusting the bottom margin of the printer page to a slightly greater depth.

If you encounter major printing problems, go to your printer manufacturer’s Internet site to see if an updated printer driver is available for your specific model printer. Also check to see if there might be any other information on the web site dealing with the problem  NOTE THAT PRINTING PROBLEMS ARE NOT CAUSED BY YOUR PROGRAM. THEY ARE EXTERNAL PROBLEMS RELATING TO THE PRINTER ITSELF AND/OR WINDOWS.

technical support

Technical Support is available by calling 972-289-0942 between 9:00 am and 6:00 pm (Central Standard Time) Monday thru Friday. Support may be available at other times based on staff availability. You can email technical support at pmasoftware@att.net as well.

Contact Technical Support ONLY for assistance with problems you encounter installing or using the program.

Call the O'Brien sales office number listed on the Main Menu to obtain a valid SERIAL NUMBER, if you have a serial number related problem or need a new UNLOCK CODE.

When calling technical support, you should be at the computer on which the program is installed and, if possible, have the program running to aid in troubleshooting process.



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