HVAC Systems
HVAC Systems: production orders and BOM, stock and warehouse, quality and reporting.
Challenges
- Capacity (kW) is worked out by hand in the quote, so the wrong unit gets recommended.
- Serial numbers and F-gas records run separately, which makes the legal declaration painful.
- Installation and commissioning are not tied to a work order, so the warranty start is unclear.
- Scheduled maintenance contracts are never linked to the equipment register.
Workflows
From capacity to production
- The required capacity (kW) is calculated from the room data and a model is selected.
- A production order is opened with the chosen model and configuration.
- The unit is received into stock with its serial number and refrigerant charge.
From installation to maintenance
- Installation and commissioning are completed under a work order and the warranty starts.
- The equipment record is linked to the customer and the site.
- The maintenance contract is added to the equipment record and generates reminders.
Documents
- Capacity calculation sheet (kW)
- Production order and serial number record
- Commissioning report
- Scheduled maintenance contract
Reports
- Equipment register and location listing
- F-gas charge and declaration report
- Maintenance contract renewal calendar
- In-warranty failure rate
Metrics
- Cost per unit
- Commissioning lead time
- Maintenance contract renewal rate
- In-warranty failure rate
Compliance
- CE marking and ecodesign / energy label
- F-gas (fluorinated greenhouse gas) recording and reporting obligation
- Vocational competence certificate for installation staff
Glossary
- Capacity (kW)
- The technical field that drives the quote and the model choice
- Equipment register
- An asset record tracked by serial number
- F-gas record
- The statutory declaration field that holds the charge amount
- Maintenance contract
- A recurring service agreement linked to the equipment record
FAQ
Can I run the capacity calculation from the quote?
Yes — the required kW is calculated from the room data and a suitable model is proposed.
Can I keep the F-gas records?
Yes — the charge amount is written to the equipment record and the declaration report is generated from it.
Can I tie commissioning to the warranty?
Yes — once the report is signed, the warranty period starts on the equipment record.
Can I attach the maintenance contract to the unit?
Yes — the contract is added to the equipment record and raises a reminder when service is due.
Can I see where each unit is installed?
Yes — the record is associated with the customer and the installation site.
