PBS Air Con — Handbook

verified: 2026-09-14 · against: live worker at aircon.pascoesystems.co.uk · by: terminal (route table diffed against these sections by npm run gate:docs)

This is a live demonstration on fabricated data. No real customer's jobs, sites or assets are in it. PBS Air Con is the air-conditioning configuration of Pascoe Field Service: an office side that plans and records work, and an engineer's side used on site. It certifies nobody.

This handbook has a section for every screen you can reach. Ids in an address are shown as : (a job id, an asset id, and so on). The office screens are the default; the engineer's screens live under /field.

Getting in

Help — /help. This handbook, inside the app. Every screen carries a ? in the top bar that

opens this page at that screen's own entry. Readable without signing in; it describes screens and holds no records.

Sign in — /login. The front door; enter your email and password. (Signing out ends your session.)
Set a password from an invite — /set-password/:token. When someone is added to the team they

get a link to this screen to choose their password and sign in ("Set it and sign in").

Dashboard — `/`

Your "start here" for the day: what is out today, who is running late, the assets furthest overdue for a service, certificates not yet issued, and parts an engineer has asked for. Each is a shortcut into the screen that clears it.

Jobs

All jobs — /jobs. The job list with a search and a state filter. From here you raise a job or

open one.

Raise a job — /jobs/new, saved by /jobs. "Create job": choose the site, the type of work and

a title, and raise it. A frozen/unpaid account is refused here with an honest reason; reading is not gated.

One job — /jobs/:id. Everything on a job. Its buttons are the actions below.
Assign an engineer — /jobs/:id/assign. Pick the engineer and the date for the job.
Attach assets to a job — /jobs/:id/assets. Choose which units on the site the job covers.
Return a job — /jobs/:id/return. Send a job back (e.g. more parts or another visit needed).
Close a job — /jobs/:id/close. Mark the work finished.
Edit a job — /jobs/:id/edit. Change a job's details.
Generate the certificate — /jobs/:id/certificate. Produces the job's certificate document.
Parts on a job: mark a requested part ordered — /materials/:id/ordered (with a supplier

reference and expected date) — or close it off — /materials/:id/close.

Scheduling and service-due

Schedule — /schedule. The forward view of planned work; "how far ahead" sets the window.
Service due — /due. Assets whose service is due or close; book one with /due/book

(choose engineer, a "book it for" date and a title).

Bulk-schedule assets — /assets/schedule. Set a service run across several assets at once.

Assets (the units you maintain)

All assets — /assets. The register of units, with their service state and a search.
Add an asset — /assets/new, saved by /assets ("Create asset").
One asset — /assets/:id. A unit's full record and history.
Edit an asset — /assets/:id/edit.
Leak check — /assets/:id/leak-check. Record a refrigerant leak check against the unit.
Add a note — /assets/:id/notes.
Replace an asset — /assets/:id/replace (form) then the same address as a save — records that a

unit has been swapped for a new one, keeping the old one's history.

Set its service interval — /assets/:id/schedule.

Sites

All sites — /sites. Every site, searchable.
Add a site — /sites/new, saved by /sites ("Create site").
One site — /sites/:id. The site, its assets, contacts and files.
Edit a site — /sites/:id/edit.
Site contacts — /sites/:id/contacts; remove one with /contacts/:id/remove.
Site files — /sites/:id/files. Documents held against the site.
Asset register for a site — /sites/:id/register. The site's list of units as a document.

Customers

All customers — /customers, searchable.
Add a customer — /customers/new, saved by /customers ("Create customer").
One customer — /customers/:id. Their sites and work.
Edit a customer — /customers/:id/edit.
Archive / bring back a customer — /customers/:id/archive (the button reads "Archive" or "Bring

back"). Archiving hides a customer without deleting the history.

Parts

Parts catalogue — /parts, searchable, with an option to include withdrawn parts.
Add a part — /parts/new, saved by /parts ("Add to the catalogue").
One part — /parts/:id. A part and where it has been used.
Parts required — /parts/required. Parts engineers have asked for; mark them ordered/arrived.
Typed by engineers — /parts/typed. Free-typed part names an engineer entered on site, to be

reconciled into the catalogue.

Refrigerant (F-gas)

Refrigerant overview — /refrigerant. Charged systems, check intervals and what is outstanding.
Leak checks due — /refrigerant/due. Systems past or close to a required check.
Cylinders — /refrigerant/cylinders; add one with /refrigerant/cylinders/new.
Set a check interval across many — /refrigerant/bulk-interval.

Documents and certificates

Documents — /documents. Issued documents, searchable by site, job reference or file name.
One document — /documents/:id.
Send a document — /documents/:id/delivery. Deliver a document to the customer.
Who a document was shared with — /documents/:id/shares; revoke a share with /shares/:id/revoke.
Certificates outstanding — /documents/outstanding; issue a page of them at

/documents/outstanding/issue-page.

A visit's certificate — /visits/:id/certificate.
Delete a file — /files/:id/delete.

The public document link (for the recipient)

Open a shared document — /d/:token — the page a customer reaches from a share link (no sign-in);

the file itself is at /d/:token/file. A revoked or expired link says the link is no longer available.

Reports — `/reports`

The numbers over a date range ("from"/"to"): the work done, who did it, refrigerant, parts used and the busiest customers.

Activity — `/activity`

An audit feed of what changed, filterable by who, what and since when. One item's trail is at /activity/:entity/:id.

Search — `/search`

Search across sites, customers, assets and jobs from one box.

The engineer's app (`/field`)

Built for a phone on site, and it keeps working with no signal (an outbox sends when back online).

Today — /field. The engineer's jobs for the day.
My jobs — /field/jobs; one job — /field/jobs/:id; start it — /field/jobs/:id/start.
A visit — /field/visits/:id, with:
I have arrived on site — /field/visits/:id/arrive (records location).
A unit on the visit — /field/visits/:id/assets/: and save readings —

/field/visits/:id/assets/:/readings.

Materials used — /field/visits/:id/material; remove one — /field/visits/:id/material/:/remove.
Refrigerant moved — /field/visits/:id/refrigerant (charge or recovery); remove one —

/field/visits/:id/refrigerant/:/remove.

Photograph the unit — /field/visits/:id/photo; remove one — /field/visits/:id/photo/:/remove.
Complete the visit — /field/visits/:id/close.
Sign off — /field/visits/:id/signoff (engineer's and customer's signature; who was with you).
Find equipment / scan — /field/scan, and a unit at /field/assets/:id.
Me — /field/me (the engineer's own details / sign out).
Outbox — /field/outbox. Captures waiting to send; "try sending now" when back in signal.

Settings (admin)

Settings home — /settings. Your company, logo, people and system checks.
System — /settings/system. "Is it working" — the health checks.
Logo — /settings/logo (upload/replace); remove it — /settings/logo/delete.
People — /settings/people; add someone — /settings/people/new; one person —

/settings/people/:id; send their invite — /settings/people/:id/invite; change their status — /settings/people/:id/status; sign them out everywhere — /settings/people/:id/signout.

Export — /settings/export; the whole dataset — /settings/export/all; the documents —

/settings/export/documents; a single table as CSV — /settings/export/:file.csv.

Data import (admin) — `/migration`

Brings legacy data in and holds anything doubtful in quarantine; resolve a quarantined item at /migration/quarantine/:id/resolve. An administrative tool, not part of the daily flow.

Offline support — `/sw`

The service worker that lets the engineer's app keep working without a signal. Not a screen you open; listed for completeness.

What this does not do

It plans and records air-conditioning field work and produces the paperwork for it. It is a demonstration on fabricated data; it is not an accounts package and it certifies nobody. Refrigerant and F-gas records are only as good as what is entered on site.

Password reset

Recover access when a password is forgotten. Single-use, time-limited, and you set your own new password.

Forgot password — /forgot-password. Enter your email. A signed-in owner/admin is shown a one-time reset link on screen to hand over. Otherwise a reset email is requested through the estate's Supabase mail service and the link in it lands back here on Set a new password; the screen says the request was made, and says plainly if the send failed (nothing is ever claimed "on its way" that did not go). Email recovery reaches addresses set up for it — if nothing arrives, an administrator can issue a link.
Set a new password — /reset-password. Reached from a one-time link carrying the token; enter and confirm your new password. The link expires within the hour and works once; setting a password ends your other sessions.