Service motions
The template starts with recognisable work, not a generic task type.
- Complaint diagnosis and repair
- Installation, relocation and commissioning
- Preventive maintenance and seasonal readiness
- Refrigerant leak detection and rectification
- AMC visit and repeat-performance review
Installed or entrusted assets
Every visit inherits the identity, location, entitlement and history needed to act responsibly.
- Indoor and outdoor unit pairing, model and serial
- Capacity, refrigerant type and installation date
- Electrical, drainage, piping and controller context
- Site zone, access and operating environment
- Reading, fault and component-replacement history
Proof another role can trust
Evidence stays proportionate, permission-aware and attached to the exact job and asset.
- Ambient, inlet and outlet conditions
- Pressure, current or temperature readings appropriate to the job
- Leak, drainage, airflow and electrical observations
- Refrigerant type and quantity issued or recovered
- Commissioning test and customer handover
Commercial entitlement
Coverage, exclusions and external authority remain explicit before work becomes a claim or invoice.
- Separate installation warranty, manufacturer warranty and AMC scope
- Generate planned visits from covered assets and seasonal cadence
- Keep excluded material and chargeable variation visible before work
- Carry repeat cooling complaints into entitlement and root-cause review
Field custody
Availability means the right item, responsible custodian and reconciled return state are known.
- Track refrigerant cylinders and usage by technician and job
- Reserve filters, capacitors, controls, copper and drainage material
- Record gauges, vacuum pumps and test instruments required
- Reconcile recovered components and unused material at return
06Payments and collections
Money at the handoff
The service result, invoice responsibility and actual settlement state remain distinct.
- Approve installation or repair variation before chargeable work
- Separate labour, consumables, parts and tax on the invoice handoff
- Record collection mode and provider-confirmed payment state
- Keep AMC-covered work distinct from paid extras