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Case 06 · Field service

Automated, Configurable Service Reports for an HVAC Company

An HVAC service company was entering service details by hand. I designed its service-reporting process and automated it end to end: every unit on a dispatched job gets its own PDF report, filed and linked to the job, and the back office can produce roll-up reports by day, technician, job site or month. The system replaced manual entry, and every unit carries its own service history.

Case 06 cover: Reports that write themselves. Per unit, technician, site, day or month. Service jobs, back-office rules, PDF reports.

The big picture

Reports that write themselves

Every unit on a dispatched job gets its own PDF.

Roll-ups on demand

By day, technician, job site or month, as the back office decides.

A history for every unit

Filed, linked and easy to find.

How the system fits together

Case 06 system map: Two ways the reports get made. Per unit: job dispatched, unit report, filed and linked. Roll-ups: back-office rules, by day, technician, site or month, PDF reports.
Tap the map to open it full size.

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