Diagnostic Intake Example – HVAC (Commercial)

📧 NEW DIAGNOSTIC INTAKE: Rooftop Unit Not Cooling (Compressor or Contactor Issue Suspected)


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

Diagnostic Summary

Field Detail
Reported IssueOne rooftop unit not cooling — thermostat indicates “cooling,” but no cold air in the affected zone.
Key Observations
  • Indoor blower is operating normally.
  • Outdoor compressor/condenser fan is not running.
  • Breaker and disconnect have been checked and are on.
  • No drain alarms, standing water, or other fault indicators reported.
Preliminary AssessmentProbable failed contactor, control board fault, or compressor start capacitor issue.
Confidence LevelHigh

Site Access Notes

Field Detail
Access RequirementsRoof access via service ladder behind mechanical room. Technician badge required at reception.
Contact PreferenceEmail confirmation preferred before dispatch.

Diagnostic Transcript

User: One of our rooftop AC units isn’t cooling. The thermostat shows “cooling,” but the zone is warm.
Model: Is the indoor blower running in that zone?
User: Yes, the blower is running.
Model: Can you check if the outdoor unit fan or compressor is operating?
User: No, the fan and compressor are both off.
Model: Has the breaker and the outdoor disconnect been checked?
User: Yes, both are on.
Model: Any drain alarms, water on the roof, or recent maintenance?
User: No alarms; coils were cleaned about six months ago.
Model: Understood. Preliminary assessment: likely contactor or control board failure, or a failed start capacitor.
Model: Please provide your business name and site location for the report.
User: Metro Office Suites, Suite 210, 4901 Westheimer Rd.
Model: Contact is Harry Smith, facility manager.
Model: Thank you — preparing the diagnostic intake for your service contractor. Goodbye.