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Let's record a technical visit

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to Panadería Norte and keep
its follow-up visible.

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Our fictional case concerns
heat pump UNIT-001.

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Lucía visits because the customer
has reported noise from the casing.

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By the end, the row will explain
the reason for the visit,

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what was found and what was done.

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On the EquipSpan Resources page,
download Service visit record.

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Open the CSV in Excel or your
usual spreadsheet application.

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Save a working copy, replace
the fictional example

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and retain its fifteen original headers.

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If the CSV opens in one
column, choose comma and UTF-8.

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Use a separate row for each visit.

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Enter VISIT-002 as the visit reference
and UNIT-001 as the unit reference.

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Add Panadería Norte
and Obrador de Valencia,

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so the row identifies both
the customer and the installation site.

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Lucía attends on
the twenty-eighth of October.

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Record her name and the visit date.

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The visit reference identifies this event;

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the unit reference lets us return
to the equipment's continuing history.

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Under Reason, record the reported
noise from the casing.

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Under Findings, note
the loose casing panel

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observed during this fictional visit.

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This keeps what was reported
separate from what Lucía found.

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Under Work completed, record
that the panel was secured

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and the findings documented.

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Use the actual visit report
to describe the work.

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Save the evidence link
for the visit report.

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The example uses a fictional
address, identified as such.

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In your own copy, point to the document
that supports the findings

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and completed work.

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Keep the equipment reference
and visit date beside that evidence.

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A colleague following up
can find the right report,

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even when the unit has several visits.

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The next action is Confirm
normal operation with the customer.

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Álex will do this on
the thirtieth of October.

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Record that action, owner
and due date together,

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with the confirmation still pending.

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Lucía has finished the on-site work,
while this follow-up remains open.

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On the thirtieth of October,
the customer confirms normal operation.

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Add a dated note and retain
the supporting report link.

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Mark the spreadsheet record as completed

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once the example's
follow-up has been checked.

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Clear the resolved
next action and due date,

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keeping the visit identity,
findings and work.

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If a new issue later
requires another visit,

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create a new row instead
of overwriting this visit's history.

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The local EquipSpan demo shows the moment
before that confirmation arrives.

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The visit execution is completed,
its outcome requires follow-up,

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and the linked request still has Álex's
action for the thirtieth of October.

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The app generates its own visit reference;

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VISIT-002 belongs to our
spreadsheet example.

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The two cases were prepared separately,
without import or synchronisation.

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These cards summarise fields
observed in the local demo.

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We have the reason, findings,
work and evidence together,

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followed by the customer's confirmation.

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Start with one visit
and record enough detail

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for the next person who
needs to understand it.

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The template and practical manual
are on the EquipSpan website.

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Continue at your own pace.