HVAC SYSTEM MAINTENANCE PROCEDURE

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Client Service Contract: Fetch the existing customer data and maintenance agreement details from the Client Data Model.
[ ] Pre-Visit Inspection Prep: Assign a task to the Technician to review the unit's service history and required parts before departure.
[ ] Create Maintenance Log Entry: Create a new entry in the Maintenance Logs Data Model to track this specific service instance.
[ ] On-Site Visual Inspection: Task for the technician to check for visible leaks, corrosion, or damage to the HVAC unit.
[ ] Update Unit Condition Status: Update the 'Last Inspection Status' field in the Equipment Data Model based on findings.
[ ] Filter and Coil Cleaning: Task to perform physical cleaning of air filters and condenser/evaporator coils.
[ ] Calculate Temperature Differential: Calculate the difference between intake air and supply air temperature to check system efficiency.
[ ] Fetch Electrical Readings: Retrieve recorded voltage and amperage readings from the service form entries.
[ ] Calculate Average Efficiency Score: Aggregate all recorded performance metrics from the current visit to determine an overall efficiency percentage.
[ ] Log Parts Replacement: Update the Inventory Data Model to reflect parts used (e.g., new filters, capacitors) during the visit.
[ ] Identify Required Repairs: If defects are found, create a task to generate a repair estimate and parts list.
[ ] Notify Client of Completion: Send an automated email to the client containing the summary of the maintenance performed.
[ ] Generate Maintenance Summary Report: Create a finalized PDF report summarizing all findings, readings, and completed checklists for the client's records.
[ ] Urgent Repair Alert: Send an SMS to the Service Manager if a critical system failure was detected during the procedure.
[ ] Remove Draft Inspection Notes: Delete temporary/unverified notes from the entry once the final official report is validated.

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