Diagnostic Intake Example – HVAC (Commercial)

❄️ Diagnostic Intake Report: Rooftop Unit Not Cooling


Client Information

Field Detail
Business NameMetro Office Suites
LocationSuite 210, 4901 Westheimer Rd, Houston, TX 77056
Contact PersonHarry Smith, Facility Manager
Phone832-555-9832
Emailharry.smith@metrooffice.com

Report Summary

Field Detail
Reported IssueRooftop HVAC unit not cooling despite thermostat calling for cooling.
Key Observations
  • Indoor blower operating normally.
  • Outdoor compressor and condenser fan not running.
  • Breaker and disconnect verified as on.
  • No alarms, leaks, or recent maintenance issues reported.
Preliminary AssessmentLikely failed contactor, start capacitor issue, or control board fault preventing compressor engagement.
Confidence LevelHigh

Site Access Notes

Field Detail
AccessRoof access via service ladder behind mechanical room. Facility badge required at reception.
Preferred ContactEmail confirmation prior to dispatch preferred; phone for urgent coordination.

Intake Conversation Log

Customer: One of our rooftop AC units is not cooling. Thermostat shows cooling but the space is warm.
System: Is the indoor blower running in that zone?
Customer: Yes, blower is running.
System: Is the outdoor condenser fan or compressor running?
Customer: No, both are off.
System: Have the breaker and disconnect been checked?
Customer: Yes, both are on.
System: Any alarms, leaks, or recent maintenance?
Customer: No issues reported. Unit was serviced months ago.
System: Understood. Likely issue is a failed contactor, capacitor, or control board preventing compressor startup.
System: Capturing business and contact details for structured report.
Customer: Metro Office Suites, Suite 210, 4901 Westheimer Rd, Houston.
System: Contact confirmed: Harry Smith, Facility Manager.
System: Intake complete. Preparing report for service technician.