This type of information can be recorded in a journal that includes complete model and serial numbers, installation date (for warranty validation), what type of work was done, operating specifications, and so on. This notebook can be kept at the machine, on your truck, or back at the office.
This should not take the place of a detailed description of the problem and resolution on your invoice. This type of information is valuable to the customer and may be needed if the repair is to be covered under warranty.
I know this may sound too good to be true. You also may be thinking, “Who has the time to keep up with it?” However, if you look at the time that could be saved, I think you will find that this practice is worth the effort. It is standard operating procedure among maintenance departments that take care of multiple pieces of equipment.
MAKE NOTATIONSEven if you do not keep a journal, make note of certain items on the unit. These items may be crucial to your ability to service the unit properly.
It is important to note on the machine that a conversion has taken place, and the type and amount of refrigerant that was used.
In all of these situations, it is important that we leave information behind for the next tech. Who knows — the next tech may be you.
Burger is national training manager at Hoshizaki America Inc., 618 Hwy. 74 S., Peachtree City, GA 30269; 800-233-1940; 800-843-1056 (fax).
Publication date: 03/04/2002