Table of Contents
Understanding Installed Systems #
Installed systems represent equipment at customer locations that require service, maintenance, or monitoring.
Asset Types #
HVAC Equipment
- Air conditioners
- Furnaces
- Heat pumps
- Boilers
- Air handlers
- Thermostats
Commercial Systems
- Rooftop units (RTUs)
- Chillers
- Cooling towers
- Building automation
- VRF systems
Components
- Compressors
- Motors
- Controls
- Filters
- Belts
- Refrigerant
Creating Installed Systems #
Step 1: Access Installed Systems #
From the customer record:
- Navigate to Installed Systems related list
- Click New Installed System
Step 2: System Identification #
Enter equipment details:
Basic Information
- System Name: Main Building AC Unit 1
- Asset Tag: AC-2024-001
- System Type: Split System Air Conditioner
- Status: Active/In Service
Equipment Details
- Manufacturer: Carrier
- Model Number: 24ACC636A003
- Serial Number: 1234567890
- Capacity: 3 Ton (36,000 BTU)
- Efficiency Rating: 16 SEER
Step 3: Installation Information #
Document installation details:
Installation Data
- Install Date: 03/15/2020
- Installed By: FieldAx Team
- Installation Job: JOB-2020-1234
- Commissioning Date: 03/16/2020
- Startup Tech: John Smith
Location Details
- Building: Main Building
- Floor: Rooftop
- Room/Area: RTU Platform #1
- GPS Coordinates: Auto-populated
- Access Notes: Roof access via mechanical room
Step 7: Job History #
Link historical service:
Service Record Integration
- Previous service calls
- Repairs performed
- Parts replaced
- Performance issues
- Upgrade history
Creating History Entry
- Click Add Job
- Enter details:
- Date: 06/15/2023
- Type: Repair
- Issue: Capacitor failure
- Resolution: Replaced capacitor
- Technician: Mike Johnson
Job Number: JOB-2023-5678
