HVAC System Maintenance Procedure

Inicio del flujo de trabajo/proceso.

Fetch the existing customer data and maintenance agreement details from the Client Data Model.

Assign a task to the Technician to review the unit's service history and required parts before departure.

Create a new entry in the Maintenance Logs Data Model to track this specific service instance.

Task for the technician to check for visible leaks, corrosion, or damage to the HVAC unit.

Update the 'Last Inspection Status' field in the Equipment Data Model based on findings.

Task to perform physical cleaning of air filters and condenser/evaporator coils.

Calculate the difference between intake air and supply air temperature to check system efficiency.

Retrieve recorded voltage and amperage readings from the service form entries.

Aggregate all recorded performance metrics from the current visit to determine an overall efficiency percentage.

Update the Inventory Data Model to reflect parts used (e.g., new filters, capacitors) during the visit.

If defects are found, create a task to generate a repair estimate and parts list.

Send an automated email to the client containing the summary of the maintenance performed.

Create a finalized PDF report summarizing all findings, readings, and completed checklists for the client's records.

Send an SMS to the Service Manager if a critical system failure was detected during the procedure.

Delete temporary/unverified notes from the entry once the final official report is validated.

Fin del flujo de trabajo/proceso.