HVAC Service Management (small-org starter)

Entity summary

Name	data_object	Description
Contacts	crm_contacts	People at customer or prospect organizations, carrying title, contact details, decision-maker flag, preferred channel, and opt-in state.
Customer Invoices	customer_invoices	Seller-issued invoices billed to customers, with line items, tax, payment terms, due date, and status from draft to paid or written off.
Customer Sites	customer_sites	Physical service locations belonging to a customer, where one customer can have many sites across properties or chains.
Customers	customers	Canonical records of customers, whether business accounts or end consumers, carrying identity, segmentation, lifecycle stage, and account hierarchy.
Dispatch Records	dispatch_records	Assignments of a work order to a specific technician at a specific time, capturing dispatch decisions, route output, and dispatcher overrides.
Field Visits	field_visits	Scheduled or completed on-site visits by a field technician, capturing arrival, work performed, parts used, customer signature, and outcome.
Installed Equipment	installed_equipment	Customer-owned equipment that the service organization installs and maintains, with identity, placement, and lifecycle state, covered by work orders and contracts.
Sales Quotes	sales_quotes	Versioned, numbered quote documents with dates, validity, currency, terms, pricing, and status from draft to accepted or lost.
Service Contracts	service_contracts	Service contracts that carry service-level commitments such as response times, parts coverage, and call-out fees.
Service PM Schedules	service_pm_schedules	Recurring preventive-maintenance plans for installed equipment, defining cadence, due date, grace window, and overdue escalation.
Service Work Orders	service_work_orders	Customer-facing service jobs fulfilled by field visits, distinct from preventive-maintenance work orders.
Spare Part Inventory Items	spare_parts_inventory	Stockroom counts and procurement of replacement hardware components not yet deployed as assets.
Users	users	Platform users referenced as assignees, authors, approvers, and creators across records.

flowchart TD
  classDef embedded_master fill:#fff4cc,stroke:#c79100,color:#5b4500;
  classDef consumer fill:#e8def8,stroke:#7b1fa2,color:#3a155d;
  customers["Customers"]
  crm_contacts["Contacts"]
  customer_sites["Customer Sites"]
  installed_equipment["Installed Equipment"]
  service_pm_schedules["Service PM Schedules"]
  service_work_orders["Service Work Orders"]
  field_visits["Field Visits"]
  dispatch_records["Dispatch Records"]
  service_contracts["Service Contracts"]
  sales_quotes["Sales Quotes"]
  customer_invoices["Customer Invoices"]
  spare_parts_inventory["Spare Part Inventory Items"]
  users["Users"]
  users -->|"manages stock"| spare_parts_inventory
  service_work_orders -->|"fulfilled_by"| field_visits
  field_visits -->|"dispatched_by"| dispatch_records
  installed_equipment -->|"serviced_by"| service_work_orders
  customer_sites -->|"hosts"| service_work_orders
  service_contracts -->|"covers"| installed_equipment
  installed_equipment -->|"has_pm"| service_pm_schedules
  customer_sites -->|"hosts_equipment"| installed_equipment
  customers -->|"owns_sites"| customer_sites
  customers -->|"is_party_to"| service_contracts
  users -->|"performs_as_technician"| field_visits
  users -->|"assigned_as_technician"| dispatch_records
  users -->|"dispatches"| dispatch_records
  users -->|"creates_work_order"| service_work_orders
  users -->|"manages_as_account_mgr"| service_contracts
  users -->|"installs"| installed_equipment
  users -->|"completes_pm"| service_pm_schedules
  users -->|"owns"| customers
  users -->|"owns"| customers
  customers -->|"has_contacts"| crm_contacts
  users -->|"owns"| crm_contacts
  class customers embedded_master;
  class crm_contacts embedded_master;
  class customer_sites embedded_master;
  class installed_equipment embedded_master;
  class service_pm_schedules embedded_master;
  class service_work_orders embedded_master;
  class field_visits embedded_master;
  class dispatch_records embedded_master;
  class service_contracts embedded_master;
  class sales_quotes embedded_master;
  class customer_invoices embedded_master;
  class spare_parts_inventory embedded_master;
  class users consumer;