Example setup: HVAC and mechanical
Who it’s for: a mechanical contractor tracking units, from set to commissioned.
What they want to know: which units are running, and what still needs balancing.
Use this as a starting list, and change whatever doesn’t fit.
The reports they want
Section titled “The reports they want”- Units by stage and page
- Units not commissioned, by model
- Access panels by what’s behind them
- Open issues by priority
Card types and fields
Section titled “Card types and fields”| Field | Field type | Unit | Access panel | Issue | Why |
|---|---|---|---|---|---|
| Mark | Text | Yes | Yes | Yes | What lists and search call a point. The Name on every card type |
| Unit stage | Status: Set, Connected, Started, Commissioned | Yes | Shows progress | ||
| Model | Text | Yes | From the nameplate; the report can list it | ||
| Balanced | Flag | Yes | A simple yes or no that someone switches on | ||
| Fix status | Status: Open, Fixed, Closed | Yes | An issue moves through its own stages | ||
| Behind it | Select: Damper, Valve, Coil, Filter | Yes | The report groups by it | ||
| Priority | Dropdown | Yes | The report groups by it | ||
| Manual | Files | Yes | Keeps the document with the unit | ||
| Photos | Photos | Yes | Yes | Yes | Shows the work; nothing to count |
What each point shows
Section titled “What each point shows”| Card type | Color | Inside | Ring | Also |
|---|---|---|---|---|
| Unit | Unit stage | Nothing | Nothing | Balanced as a Corner flag; Mark as a Label |
| Access panel | The card type’s slate | Behind it | Nothing | Mark as a Label |
| Issue | Fix status | Nothing | Nothing | Priority as a Corner flag; Mark as a Label |
A corner flag for Balanced shows which units are done without changing the stage color.
Templates
Section titled “Templates”- A template per unit model, with Model filled in
Ask your AI app
Section titled “Ask your AI app”Once points are going in, you can ask Claude, ChatGPT or Grok Bot things like:
- “Which units aren’t commissioned yet, by floor?”
- “Which started units haven’t been balanced?”
- “Where are the access panels with dampers behind them?”
Want a different setup? Tell Claude, ChatGPT or Grok Bot what your company does and ask it to adjust this one.