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A customer calls about
the heat pump on the roof.

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Let's put its identity
and next action within easy reach,

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using the free EquipSpan template.

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Our fictional customer is Panadería Norte.

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The finished row will give a colleague
the details they need to continue.

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On the EquipSpan Resources page,

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open Installed equipment
register and download the CSV.

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Open it in Excel or your
usual spreadsheet application.

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Save a working copy before
replacing the fictional example.

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If everything appears in one column,

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choose a comma separator
and UTF-8 encoding.

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Keep all twenty-two original technical
headers, in their original order.

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The guide explains what each one records.

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Enter Panadería Norte as the customer,
and Obrador de Valencia as the site.

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These names belong
to our fictional example.

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The customer and the place where the unit
is installed have separate fields.

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Add Calle del Obrador 12,
Valencia as the example address.

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If the customer has another branch,
give that branch its own site record.

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Use UNIT-001 as the unit reference.

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We will reuse that reference
in the related templates.

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Enter Heat pump as the equipment category,

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with Ejemplo Clima as manufacturer
and BC-12 as model.

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Copy DEMO-00418 into
the serial number field,

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exactly as shown on
the fictional nameplate.

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Each physical unit gets its own row,

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even when another unit has
the same manufacturer and model.

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Record the installation date
as the twelfth of February,

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twenty twenty-six, using
year, month and day.

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Add the link to the commissioning
document in its evidence column,

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so it can be found later.

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The last service date is
the twenty-ninth of July.

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Leave coverage as Awaiting review

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while you check the documents
and supplier conditions.

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For now, we need a readable
photograph of the nameplate.

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Enter Request a nameplate photograph
as the next action.

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Assign it to Álex and set
the due date to the third of November.

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When a colleague comes back
to this row, they can see what is needed

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and continue without having
to reconstruct the earlier conversation.

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The customer sends the photograph.

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Save its evidence link and add
a dated note confirming receipt.

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Keep the same row, reference
and installation details,

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so the information still
describes this unit.

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The next action is now Review
documents with the supplier.

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Álex remains responsible, with a new
date of the fifth of November.

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When several people need this history,

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the EquipSpan equipment record brings
the unit and its documents together.

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The local demo shows Panadería Norte,

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the installation site, UNIT-001
and the same serial number.

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The linked request holds
the next action, its owner and due date.

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The spreadsheet and demo
were prepared separately:

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the template is not
imported or synchronised.

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These cards summarise
fields observed in the demo.

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We now have an identified
unit and a clear next review.

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You can start with one piece of equipment

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and add the information
that will help with the next job.

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The template, its guide and the practical
manual are on the EquipSpan website.