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Techs4Biz Australia presents automating HVAC inspections, servicing and repairs with handheld devices

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Techs4Biz Australia , over the past few years, seen has observed that automation has become an important aspect of performing Heating Ventilation and Air Conditioning (HVAC) inspections servicing and repairs. However, many organisations still perform ‘paper-based’ HVAC inspections, servicing and repairs, and subsequently enter the data manually into a computer.

In recent years, handheld devices can automate inspections, servicing and repairs. The role of handheld devices and PDAs (Personal Digital Assistant) has gradually increased from ‘toys’ used by early adopters to day-to-day productivity tools deployed by organisations that want to improve their staff’s productivity and minimize unnecessary administrative tasks. Most PDAs operate on Windows Mobile (Microsoft) operating system and differ in terms of their functionalities such as wireless and imaging capabilities and durability.

Handheld devices should provide information that already exists on paper forms or on the desktop, and at the same time improve one’s ability to access and utilise the data. For example, if a user fills out a report providing specific information on a Central Ventilation Duct Inspection, the handheld device should fulfil the same function. A handheld user can pick from a list of possible choices and/or write or type in information, according to the organisation’s requirements and preferences. Handheld devices make current, past, and future information accessible and easy to use. Handheld software should also be tailored towards HVAC technician’s who need to perform their tasks using easy-to-use screens and functions. Furthermore, by simplifying navigation buttons and minimising keystrokes, field staff can learn to operate their PDA software in a very short timeframe.

  • Handheld applications specifically designed for HVAC inspections, servicing and repairs should deliver the following functionalities: List all information required by technician’s to perform their tasks including questionnaires, parts, possible results/outcomes, acceptable threshold values (for collecting field data), etc.
  • Provide easy to use navigation capabilities and quick access to information.
  • Enable technician’s to record recommendations and/or quickly create new corrective tasks.
  • Produce reports or invoices as required using portable printers.

Handheld devices can also include validations that allow or disallow data entry. They can provide the user with historical information pertaining to previous HVAC work on particular pieces of equipment such as previous repairs or services to the equipment (e.g recent repairs to dehumidifier). Furthermore, barcodes, timestamps and scanners attached to handheld devices enable quick identification of devices and equipment, identify points of entry and exit, improve efficiency, and minimize human errors.

Finally, handheld software should be able to run on multiple hardware platforms, providing flexibility and utilisation of future technology without avoidable and costly software upgrades.

The Desktop / Database / Server

To maximize utilisation and return-on-investment, HVAC handheld applications should not be stand-alone. They should be designed from the outset to collect information, display and manipulate information, and transfer information to and from a desktop or server database and back to the handheld seamlessly.

The desktop/server application should provide a variety of operational and management functions including scheduling, tracking, management functions and reports, and analysis tools. The means of data transfer between handheld devices and the database can be through a standard cradle, Bluetooth, or wireless connectivity.

Benefits of combining software with PDAs for automating HVAC inspections, servicing and repairs

  • Using handheld devices in conjunction with desktop/server software will automatically transfer data from the handheld to your database without the need for further data entry or ‘manual’ data reformulation.
  • Improve operational efficiencies; minimize unnecessary administrative tasks and data entry.
  • Increase productivity and profitability; Enable effective completion of tasks; Simplify repeatable tasks and provide staff with easy to use tools that focus on performing tasks.
  • Incorporate mechanisms to focus on exceptions and ensure proper execution of tasks, including automatic listing of activities, reminders, alerts, escalation procedures, and easy access to information, ensure that HVAC inspections, servicing and repairs are performed according to guidelines, codes and regulations.
  • Improve controls and accountability, leading to better quality of work.

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